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

[Jeff Davis]

Look at RCW 11.68.114 for the verbiage when you need to file tax returns after the estate closes.  This also allows for retainage of funds for paying the tax.

 

From: wsbapt-bounces at lists.wsbarppt.com <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

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(425) 455-6788 <tel:(425)%20455-6788> 

 <http://www.waltar.com/> www.waltar.com

 

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