[WSBAPT] FW: Ancillary Probate Inventory

Fri Feb 10 09:02:32 PST 2017

I have generally dealt with that by asking the attorney handling to domiciliary probate whether they are preparing an inventory of the entire estate. The answer is inevitably “yes.”That’s all I need to know. Someone will let me know if I’m missing something, but it seems to me that my getting involved in preparation of an inventory when I’m handling a Washington ancillary probate is just incurring fees unnecessarily.

________________________________________
THOMAS M. CULBERTSON  I  Lukins & Annis, PS
717 W. Sprague Ave, Suite 1600, Spokane, WA 99201
(509) 455-9555  I  fax (509) 363-2500  I  tculbertson at lukins.com<mailto:tculbertson at lukins.com>

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Mark Vohr
Sent: Thursday, February 09, 2017 5:44 PM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Ancillary Probate Inventory

Spencer:

                An ancillary probate in Washington is administered in exactly the same manner as an original probate in Washington.  So, the inventory should include all the assets of the estate regardless of their physical location.

Mark

Ohana Fiduciary Corp.
Ohana Financial Services

Mark C. Vohr, J.D., CPG, Principal
PO Box 33710  Seattle, WA  98133
T:  (206) 782-1189 F:  (206) 782-1434
mcv at ohanafc.com<mailto:mcv at ohanafc.com>      www.ohanafc.com<http://www.ohanafc.com/>

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Spencer Stromberg
Sent: Thursday, February 9, 2017 5:30 PM
To: WSBA <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Ancillary Probate Inventory

Good evening, listmates. I have some experience in probate matters, but I'm handling my first ancillary probate - an Oregon decedent who owned real property in Washington. I'm wondering if the PR's inventory in the Washington ancillary probate should include all assets of the estate, or just the Washington assets.

Since I can't find any authority on the subject, I'm assuming it's all assets. If that assumption is correct, would it be typical to separate out the Washington assets from the Oregon assets in the inventory?

Thanks in advance for any replies.

Spencer A. W. Stromberg
Attorney at Law
[https://docs.google.com/a/sullivanstromberg.com/uc?id=0B5Bho_xLWvfVOThHV09PVEhXb3c&export=download]
827 W. 1st Avenue, Suite 425
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