[WSBAPT] Receipts for distribution from estate

[Paul Neumiller]

“cautionary letter that the beneficiary is not authorized to cash or deposit the check until such time as they have signed and returned the receipt?”

Does anyone have a sample of such a letter that he or she would be willing to post?

[cid:image001.jpg at 01D32001.44388FD0]

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Teunis J. Wyers
Sent: Monday, August 28, 2017 1:06 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Receipts for distribution from estate

What you propose, Rich, is exactly the way we normally handle this situation.

On Mon, Aug 28, 2017 at 12:31 PM, J Richard McEntee, Jr. <jrmcentee at gmail.com<mailto:jrmcentee at gmail.com>> wrote:
Hello listmates

I recently filed a petition for decree of distribution. Following a hearing on my petition, I obtained an order discharging the PR upon filing of receipts from each of the heirs and beneficiaries. Can someone share with me the process by which you typically send checks and receipts to heirs? I am thinking that I would use regular mail and enclose the check, a receipt, and a stamped return envelope along with a cautionary letter that the beneficiary is not authorized to cash or deposit the check until such time as they have signed and returned the receipt? Are there other better ways to handle this such that I am likely to receive the receipts back?

Rich

RICH McENTEE
McENTEE LAW OFFICE
3800 Bridgeport Way W, Ste A411
University Place, WA 98466
253.227.9894<tel:(253)%20227-9894>(m)
jrmcentee at gmail.com<mailto:jrmcentee at gmail.com>


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