[WSBAPT] Distribution of Final Reserve - Probate

[Josh Grant]

thanks Heather

Joshua F. Grant

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

From: Heather de Vrieze 
Sent: Tuesday, August 18, 2020 12:59 PM
To: WSBA Probate & Trust Listserv 
Subject: Re: [WSBAPT] Distribution of Final Reserve - Probate

Josh,

 

I use this form with a copy of the Declaration of Completion attached.

 

I think the separate notice is required.

 

Heather

 

Heather S. de Vrieze
Attorney-at-Law



3909 California Avenue SW

Seattle, WA 98116-3705                          

(206)938-5500 

heatherd at westseattlelaw.com 

www.westseattlelaw.com 

Click here to connect with de Vrieze | Carney on Facebook:   

 

For the latest information regarding firm operations and to see precautions we are taking in light of the Coronavirus crisis please visit our firm’s website, www.WestSeattleLaw.com.

If I am sick, I will stay home, I ask you to do the same.

 

 

CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information.  If you have received this e-mail in error, please notify the sender immediately and delete all copies of this e-mail message and any attachment.

 

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Josh Grant
Sent: Tuesday, August 18, 2020 12:10 PM
To: wsbar trust <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Distribution of Final Reserve - Probate

 

I am filing a declaration of final distribution of tax reserve (following an earlier filed declaration of completion) with copies of checks attached etc.

I will send a copy showing its date of filing to the heirs.  I am wondering if I can just send this to the heirs with a final paragraph in the declaration that simply states “under 11.68.114(2)  ... the Personal Representative is discharged from all claims unless a person with an interest in the reserve files a petition for an accounting of the reserve within 30 days of the filing of this declaration”... and not prepare and send a more extensive Notice similar to the Declaration of Completion.?  

 

thanks

Joshua F. Grant

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



--------------------------------------------------------------------------------
***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***
_______________________________________________
WSBAPT mailing list
WSBAPT at lists.wsbarppt.com
http://mailman.fsr.com/mailman/listinfo/wsbapt
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20200818/eb8744a3/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: advocates[3].png
Type: image/png
Size: 7674 bytes
Desc: not available
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20200818/eb8744a3/advocates3.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.jpg
Type: image/jpeg
Size: 17884 bytes
Desc: not available
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20200818/eb8744a3/image001.jpg>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image002.png
Type: image/png
Size: 18009 bytes
Desc: not available
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20200818/eb8744a3/image002.png>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image003.png
Type: image/png
Size: 7674 bytes
Desc: not available
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20200818/eb8744a3/image003.png>