[WSBAPT] Probate - Declaration of Completion - leaving open for tax closure - language

Wed Apr 18 09:35:37 PDT 2018

Steve:

            Here is what I have used:

6.                  COMPLETION OF PROBATE.  The * has completed the administration of the decedent’s estate without Court intervention, and the estate is ready to be closed, except for the determination of taxes and of interest and penalties thereon as permitted under RCW11.68.114(1).

Mark

Ohana Fiduciary Corp.

A Washington Trust Company

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] On Behalf Of Steve Waltar
Sent: Wednesday, April 18, 2018 9:15 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Cc: David Wu <david at waltar.com>
Subject: [WSBAPT] Probate - Declaration of Completion - leaving open for tax closure - language

Can anyone share with me the appropriate verbiage or form to use when we want to close a Probate with a Declaration of Completion – and yet hold it open solely for the purpose of completing the tax reporting?  I can’t find the language or form I used last time.  Thanks in advance for sharing.

Stephen M. Waltar
LEGACY ESTATE PLANNING, LLC
1750 - 112th Avenue NE, Suite C245
Bellevue, WA  98004
(425) 455-6788<tel:(425)%20455-6788>
www.waltar.com<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.waltar.com_&d=DwMGaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=qUnoN5LxpXJSB8bEQbWpoRYhpG7IqEFSr_HWllNzUIM&s=BfyztZ4uOPMpwpHiJ-PiKCNxHle1_2N4950twVAGsnw&e=>

[cid:image002.jpg at 01CA47FC.9ED8CEE0]<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.waltar.com_&d=DwMGaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=qUnoN5LxpXJSB8bEQbWpoRYhpG7IqEFSr_HWllNzUIM&s=BfyztZ4uOPMpwpHiJ-PiKCNxHle1_2N4950twVAGsnw&e=>

[facebook]<https://urldefense.proofpoint.com/v2/url?u=https-3A__www.facebook.com_pages_Stephen-2DM-2DWaltar-2DPS_663832273655743&d=DwMGaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=qUnoN5LxpXJSB8bEQbWpoRYhpG7IqEFSr_HWllNzUIM&s=VYtGENerkZeIYrJtUhNdgMntRNN2aoYz4LJVblrQDWs&e=>  [twitter] <https://urldefense.proofpoint.com/v2/url?u=https-3A__twitter.com_WaltarLaw&d=DwMGaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=qUnoN5LxpXJSB8bEQbWpoRYhpG7IqEFSr_HWllNzUIM&s=_s9Y7VAyXm7dorEgV_5SF4EAzIQlD_X0ua-x86g1NQU&e=>   [linkedin] <https://urldefense.proofpoint.com/v2/url?u=http-3A__www.linkedin.com_company_3173783-3Ftrk-3Dtyah&d=DwMGaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=qUnoN5LxpXJSB8bEQbWpoRYhpG7IqEFSr_HWllNzUIM&s=ub3dZPZ3ryfPGs2vHDF0bl7nU9g8sU5tPNUEwjk0wb0&e=>   [g-plus-icon-32x32] <https://urldefense.proofpoint.com/v2/url?u=https-3A__plus.google.com_u_0_114715232767415279995&d=DwMGaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=qUnoN5LxpXJSB8bEQbWpoRYhpG7IqEFSr_HWllNzUIM&s=rK2cMj_tMzOmijD5HcNUrl3QRJhgu2IAfud6RnKGxfw&e=>   [youtube] <https://urldefense.proofpoint.com/v2/url?u=http-3A__www.youtube.com_StephenMWaltarPS&d=DwMGaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=qUnoN5LxpXJSB8bEQbWpoRYhpG7IqEFSr_HWllNzUIM&s=DX0mZAipXPeql8dM5BANxJdh3VnOIMuBighwEQmQs3s&e=>
Circular 230 Warning:  This communication is not intended to constitute tax advice and may not be used by any person or entity for the purpose of avoiding penalties that may be imposed by the Internal Revenue Service.
Confidentiality Notice: The information contained herein and any attachments are a private communication sent by the Law Firm of Stephen M. Waltar, PS and may contain confidential and/or legally privileged information meant solely for the intended recipient.  If you are not the intended recipient, you are hereby notified that any use, dissemination, distribution, forwarding or any form of copying of this communication is strictly prohibited. Please notify the sender immediately by replying to this message, then delete the e-mail and any attachments from your system.

_______________________________________________
WSBAPT mailing list
WSBAPT at lists.wsbarppt.com<mailto:WSBAPT at lists.wsbarppt.com>
http://mailman.fsr.com/mailman/listinfo/wsbapt<https://urldefense.proofpoint.com/v2/url?u=http-3A__mailman.fsr.com_mailman_listinfo_wsbapt&d=DwMGaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=qUnoN5LxpXJSB8bEQbWpoRYhpG7IqEFSr_HWllNzUIM&s=XSuCF_5uWvsQyOliuO0b7ZrCBEbtuB3uGQ1bXs5s8jk&e=>
_______________________________________________
WSBAPT mailing list
WSBAPT at lists.wsbarppt.com<mailto:WSBAPT at lists.wsbarppt.com>
http://mailman.fsr.com/mailman/listinfo/wsbapt<https://urldefense.proofpoint.com/v2/url?u=http-3A__mailman.fsr.com_mailman_listinfo_wsbapt&d=DwMGaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=qUnoN5LxpXJSB8bEQbWpoRYhpG7IqEFSr_HWllNzUIM&s=XSuCF_5uWvsQyOliuO0b7ZrCBEbtuB3uGQ1bXs5s8jk&e=>

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20180418/7e03afd4/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.jpg
Type: image/jpeg
Size: 3888 bytes
Desc: image001.jpg
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20180418/7e03afd4/image001.jpg>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image002.png
Type: image/png
Size: 1454 bytes
Desc: image002.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20180418/7e03afd4/image002.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image003.png
Type: image/png
Size: 1631 bytes
Desc: image003.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20180418/7e03afd4/image003.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image004.png
Type: image/png
Size: 1817 bytes
Desc: image004.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20180418/7e03afd4/image004.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image005.png
Type: image/png
Size: 2728 bytes
Desc: image005.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20180418/7e03afd4/image005.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image006.png
Type: image/png
Size: 1930 bytes
Desc: image006.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20180418/7e03afd4/image006.png>