[WSBAPT] Co-PR's, one US Citizen one Canadian

Jeanne Dawes jjdawes at goregrewe.com
Fri May 24 09:39:09 PDT 2019


Dear Listmates:

I'm trying to determine the downside of naming two siblings Co-PR's for dad's estate.  The one who is a US Citizen, is more often in the area, but he travels a lot, and they feel it would be good to have the flexibility for Canadian citizen sister to jump in when brother is traveling.  These two are the only beneficiaries of the estate, but we will have an issue with the IRS as the decedent (a Vietnam Vet) did not feel compelled to file tax returns.  Not sure what the status is with the IRS.  Both live in N. Vancouver, Canada, so I will need to be appointed resident agent for both.

My questions is whether the IRS will deal with just one of the Co-PR's, or will they require both PR's to join in the signing of any documents that may be required.  The bank has indicated they would let the PR's do banking independently.  There will be a house to sell, and they realize both will need to sign closing documents.   I'm wondering if I could ask the court to Order that the signature of one Co-PR is sufficient to bind the estate.

If you know of reasons why we should not name both, or should name both at Co-PR's I would love the hear them.  Thanks.

Jeanne J. Dawes
Attorney at Law
Gore & Grewe, P.S.
103 E. Indiana Avenue, Suite A
Spokane, WA 99207-2317
Voice:  509-326-7500
Fax:      509-326-7503
jjdawes at goregrewe.com<mailto:jjdawes at goregrewe.com>

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