[WSBAPT] Procedure for New PR

[Jennifer L White]

Inge,
I’ve dealt with this a few times. The EIN stays the same. Ask for a check made payable to the estate. New PR can set up an estate bank account at a financial institution of their choice with their own Letters T. I didn’t file the tax returns, but I believe the CPA just sent in a copy of the new PR’s Letters T with the next tax return.

Jennifer L. White, Esq.
[cid:image002.jpg at 01D789F8.1ECAC960]

jen at appletreelaw.com<mailto:jen at appletreelaw.com>
PO Box 11037
Yakima, WA 98909
509.225.9813

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Inge Fordham
Sent: Thursday, August 5, 2021 12:35 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Procedure for New PR

Colleagues,

I represent the successor PR of an estate where the first PR was removed by court order after a later-dated will was admitted to probate.  The first PR is to turn over all estate assets, papers, accounting, etc. within 7 days of the court order revoking her letters testamentary.  A colleague suggested I have the successor PR obtain a new EIN for the estate and open a new estate bank account.  I didn’t think you could have two EINs for a single estate.  Am I missing something?  Is there a special procedure I should be following?

Thanks in advance,


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Inge A. Fordham | Attorney
Fordham Law, PLLC
3218 Sixth Avenue | Tacoma, WA 98406
Office: (253) 348-2657 | Mobile: (206) 778-3131
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