[WSBAPT] Small Estate Affidavit and Retirement

Thu Mar 7 15:45:33 PST 2019

was that the full $250 filing fee?

Joshua F. Grant

P. O. Box 619
Wilbur, WA 99185
509 647 5578

From: Christie Martin 
Sent: Thursday, March 07, 2019 3:40 PM
To: WSBA Probate & Trust Listserv 
Subject: Re: [WSBAPT] Small Estate Affidavit and Retirement

We had a similar situation down here in Clark county – I opened a “limited” probate for the sole purpose of getting the EIN and getting the remaining funds (about $6700) form dad’s bank.

Christie L. Martin | Martin & Richards, LLP

Attorney at Law

B: 503-444-3449

C: 503-545-9199

F: 360-637-0300

From: <wsbapt-bounces at lists.wsbarppt.com> on behalf of Jamia Burns <jamia at jamiaburnslaw.com>
Reply-To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Date: Wednesday, March 6, 2019 at 1:17 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Small Estate Affidavit and Retirement

Thank you Candace! The value is only $8,000, so probate seems crazy.  

Jamia S. Burns
Attorney at Law
(360) 739-6379

Office: 1200 Dupont St., Suite 1-D

Bellingham, WA 98225 (By Appointment Only)

Mail: P.O. Box 29453

Bellingham, WA 98228

jamia at jamiaburnslaw.com

www.jamiaburnslaw.com

NOTICE: This e-mail may contain confidential or privileged material and is intended for use solely by the above-referenced recipient. Any review, copying, printing, disclosure, distribution, or other use by any other person or entity is strictly prohibited. If you are not the named recipient, or believe you have received this e-mail in error, please reply to the sender and delete the copy you received. Thank you.

On Wed, Mar 6, 2019 at 1:03 PM Candace Wilkerson <cwilkerson at wongfleming.com> wrote:

  I had to open a probate for this situation, years ago, but if anyone does have a way to get around it please share with me too!

  Thanks,

  Candace Wilkerson

  Top Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer Media

  Candace Wilkerson  | Senior Associate  |  Wong Fleming 

  10675 Willows Road NE, Suite 250  |  Redmond, WA 98052
  Phone: 425.869.4040  |  Fax: 425.869.4050 
  cwilkerson at wongfleming.com

  Before proceeding, please note: If you are not a current client of Wong Fleming, please do not include any information in this e-mail that you or someone else considers to be of a confidential or secret nature. Wong Fleming has no duty to keep confidential any of the information you provide. Neither the transmission nor receipt of your information is considered a request for legal advice, securing legal services or retaining a lawyer. An attorney-client relationship with Wong Fleming or any lawyer at Wong Fleming is not established until and unless Wong Fleming agrees to such a relationship as reflected in a separate writing. 

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  From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Jamia Burns
  Sent: Wednesday, March 6, 2019 12:42 PM
  To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
  Subject: [WSBAPT] Small Estate Affidavit and Retirement

  Potential client's spouse died. She was not listed on his Boeing Retirement as a beneficiary. Boeing will accept a Small Estate Affidavit, but they are demanding an EIN for the Estate. The online form at IRS.gov requires that probate has been opened to get the EIN for the Estate. Even if we get an EIN, then they will write the check to the "Estate of decedent" and surviving spouse will not be able to cash it. Any advice greatly appreciated! 

  Jamia S. Burns
  Attorney at Law
  (360) 739-6379

  Office: 1200 Dupont St., Suite 1-D

  Bellingham, WA 98225 (By Appointment Only)

  Mail: P.O. Box 29453

  Bellingham, WA 98228

  jamia at jamiaburnslaw.com

  www.jamiaburnslaw.com

  NOTICE: This e-mail may contain confidential or privileged material and is intended for use solely by the above-referenced recipient. Any review, copying, printing, disclosure, distribution, or other use by any other person or entity is strictly prohibited. If you are not the named recipient, or believe you have received this e-mail in error, please reply to the sender and delete the copy you received. Thank you.

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