[WSBAPT] Procedure for New PR

Thu Aug 5 13:26:56 PDT 2021

I agree, same EIN - but new PR will need to send in a Form 8822-B to put
the IRS on notice that you have a new PR.
https://www.irs.gov/forms-pubs/about-form-8822-b
I do this form myself, rather than waiting for the CPA, since it needs to
be done within 60 days.

*Sarah O’Farrell McCarthy*

*(Pronouns: she / her)*Attorney | Kelly, Arndt & Walker, Attorneys at Law,
PLLP
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(Located on Whidbey Island, Island County, Washington)
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On Thu, Aug 5, 2021 at 12:57 PM Jennifer L White <jen at appletreelaw.com>
wrote:

> 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.
>
>
>
> *jen at appletreelaw.com <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,
>
>
>
>
>
> [image:
> uc%3fexport=download&id=1W3rEcChy0_E0cCfV5up02mkhwnL6eWIs&revid=0B4P5JoIHdbFaR29EbHlRWHFseFV5STZpSUVGeUNPWldkVDFVPQ]
>
> *Inge A. Fordham | Attorney*
>
> Fordham Law, PLLC
>
> 3218 Sixth Avenue | Tacoma, WA 98406
>
> Office: (253) 348-2657 | Mobile: (206) 778-3131
>
> www.fordhamlegal.com
> <https://urldefense.proofpoint.com/v2/url?u=http-3A__www.fordhamlegal.com&d=DwMGaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=kDcM-fraYQNOZ1rCslLoMSSRXJQXmQVvRJbE6ymQGho&m=0zZqX1z5jL89_TbjCp2jnG2QaUPBMduNQl8DsNKnHSM&s=8Zw55OfVw7spZ_TJ8qWgo3NsA6XoT6Xy0746A7l7_kI&e=>
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