[WSBAPT] Washington Estate Tax

Thu May 28 09:12:44 PDT 2020

I do where there are multiple beneficiaries. In this particular case there is only one beneficiary, so I advised her to make a final distribution to keep the income tax compliance simple. 

Yes. They do take their sweet time. 

Even stranger and before the pandemic I had a B&O Request for Executive Level Reconsideration where they didn’t respond for five years before approaching us to enter into a closing agreement. 

Back in the day when they fell behind they would at least stop the interest clock running. I hope that’s still the case in cases where there are assessments. 

John J. Sullivan

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Allen Draher
Sent: Thursday, May 28, 2020 12:35 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Washington Estate Tax

John, Thank you. I’m three months behind you. Do you routinely instruct the PR to hold back a substantial amount?  Seems as if they should hire some additional help at the Department. Allen

Sent from my iPhone

On May 27, 2020, at 11:07 PM, John J. Sullivan, Esq. <sullaw at comcast.net <mailto:sullaw at comcast.net> > wrote:

Allen:

I have one filed on 3/27/19. When I talked to them in February they said call in early June. We’ll see. I believe they’ve fallen behind even further. 

John J. Sullivan

From: wsbapt-bounces at lists.wsbarppt.com <mailto:wsbapt-bounces at lists.wsbarppt.com>  <wsbapt-bounces at lists.wsbarppt.com <mailto:wsbapt-bounces at lists.wsbarppt.com> > On Behalf Of Allen Draher
Sent: Wednesday, May 27, 2020 2:19 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com <mailto:wsbapt at lists.wsbarppt.com> >
Subject: Re: [WSBAPT] Washington Estate Tax

Wow. They told me 12 months. Thank you. 

Sent from my iPhone

On May 27, 2020, at 1:45 PM, Anna Cashman <acashman at khbblaw.com <mailto:acashman at khbblaw.com> > wrote:

It has been my experience that the Department of Revenue was taking at least 18 months to review returns before the pandemic.  I would expect that the pandemic would only increase the time.

Anna

Anna M. Cashman

<image002.jpg>

Tel (206) 382-4414 ext. 234 / Fax (206) 382-4412 /  <mailto:acashman at khbblaw.com> acashman at khbblaw.com

705 Second Avenue / Suite 800 / Seattle, WA 98104 /  <http://www.khbblaw.com/> www.khbblaw.com

From: wsbapt-bounces at lists.wsbarppt.com <mailto:wsbapt-bounces at lists.wsbarppt.com>  [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Allen Draher
Sent: Wednesday, May 27, 2020 12:58 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com <mailto:wsbapt at lists.wsbarppt.com> >
Subject: [WSBAPT] Washington Estate Tax

I filed a Washington State Estate tax return last year.  I was told by the Department that processing should be complete by June of this year.  Does anyone know if the Pandemic has delayed processing?  Thank you,  Allen

LAW OFFICE OF ALLEN DRAHER, PLLC

9108 Fauntleroy Way SW

Seattle, WA 98136

206-484-8212

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