[WSBAPT] US Savings Bonds in Probate

[Mike Winslow]

Here is a memo I prepared on transferring Bonds with links to the forms on
the website.
Regarding the Wife's bonds, someone else will need to address whether or not
you will need to open a probate for Wife's estate or can use a Small Estate
Affidavit (assuming hers are less than $100k). I have no recollection of
dealing with that issue.
 
Michael A. Winslow
1204 Cleveland Ave.
Mount Vernon, WA 98273
Ph. 360-336-3321
Em. Mike at winslegal.com
 
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From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Timothy Lehr
Sent: Tuesday, May 26, 2020 2:48 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] US Savings Bonds in Probate
 
All,
 
I have yet to deal with this issue.
 
In a probate, there are a number of US Savings Bonds made out to the
decedent (husband) OR his wife. Wife predeceased husband and assets passed
via trust without probate. Now, probate is open for husband. Is there simple
process to go through to have the proper government entity re-issue the
bonds to the estate? Is a probate court order required? An applicable RCW?
Value of the bonds exceeds $100k. 
 
I've never dealt with these before in a probate so I'm just looking for
guidance or advice from someone who has or knows the process.
 
Thanks! 
 
Timothy C. Lehr
Attorney at Law
Stiles Law Inc., P.S.
 
p:   360.855.0131
e:   timothy at stileslaw.com
w:  www.stileslaw.com
 
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