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

Wed Apr 18 10:16:41 PDT 2018

Attached is the notice I have used.  It states the amount of the reserve.

Lenard L. Wittlake, PLLC

Attorney & Counselor at Law

22 E. Poplar Street, Suite 200

P.O. Box 1233

Walla Walla, WA  99362

(509) 529-1529 voice

(509) 850-3515 fax

 <mailto:lenard at wittlakelaw.com> lenard at wittlakelaw.com

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

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of jacyphers at gmail.com
Sent: Wednesday, April 18, 2018 10:07 AM
To: Probate List Serve
Subject: Re: [WSBAPT] Probate - Declaration of Completion - leaving open for tax closure - language

There is also a Notice of Filing of Declaration of Completion with Tax Powers form but it seems to be corrupted and cannot be opened.  So sounds like some additional language goes into the Notice of Filing also.

Jackie Cyphers

Jeannette A. Cyphers, Attorney at Law

P. O. Box 908   

Edmonds, WA 98020-0908

425-776-5887

fax 425-640-0814

 <mailto:jacyphers at gmail.com> jacyphers at gmail.com

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-------Original Message-------

From: Steve Waltar <mailto:steve at waltar.com> 

Date: 4/18/2018 9:19:19 AM

To: WSBA Probate  <mailto:wsbapt at lists.wsbarppt.com> & Trust Listserv

Cc: David Wu <mailto: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> 

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