[WSBAPT] Procedure for New PR

Thu Aug 5 14:40:30 PDT 2021

Thanks, all!  Appreciate it.

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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
www.fordhamlegal.com<http://www.fordhamlegal.com>

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From: <wsbapt-bounces at lists.wsbarppt.com> on behalf of Sarah McCarthy <sarah at kawlawyers.com>
Reply-To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Date: Thursday, August 5, 2021 at 1:33 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Procedure for New PR

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
6443 Harding Avenue | P.O. Box 290 | Clinton, WA  98236

(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<mailto: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.
[cid:image002.jpg at 01D78A07.D3BD6D50]

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<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto: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<mailto: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
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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