[WSBAPT] Trust/GRD King County annual reporting cycle change?

[John Llewellyn]

I tried to do that a few years back.   Commissioner Velategui denied the Petition as he said it would put too much pressure on the court with everyone requesting a fiscal year.    For what that's worth.

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Eric Nelsen
Sent: Friday, August 24, 2018 9:35 AM
To: WSBA Probate & Trust listserve (wsbapt at lists.wsbarppt.com) <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Trust/GRD King County annual reporting cycle change?

Anyone know if it's allowed in King County to change a Trust's annual reporting cycle to a fiscal year that ends at the end of a calendar month, instead of using the anniversary date of appointment of the Trustee as the year end, as LCR 98.20(c)<https://www.kingcounty.gov/courts/clerk/rules/LCR_98o20.aspx> appears to require?

I'd like to change the reporting cycle, for example, from a wonky fiscal year ending August 8 to an easier fiscal year ending July 31.

Or am I over-thinking this? If the report is supposed to be through the "anniversary date" of August 8, but the Trustee submits a report that instead runs through July 31, does the court care about the discrepancy? The next report would of course cover August 1, 2018 - July 31, 2019.

Sincerely,

Eric

Eric C. Nelsen
SAYRE LAW OFFICES, PLLC
1417 31st Ave South
Seattle WA  98144-3909
phone 206-625-0092
fax 206-625-9040

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20180824/3d3fc9a6/attachment.html>