[WSBAPT] Small estate affidavit question

[Betsy Wurdeman]

Email with a form to sign and return acknowledging notice?

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Suzanne Lieberman
Sent: Monday, January 25, 2021 10:53 AM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Small estate affidavit question

Hello,

It looks like in the instructions for the small estate affidavit procedure, the Notice to Other Successors needs to be "hand-deliver[ed]" or else sent "certified mail, return receipt requested."

We are looking at upwards of 20 successors who need to be notified in Canada for a client, but it doesn't make sense that both forms of delivery would be accepted. If they can be hand-delivered, why not email, if the forms need to be executed anyway and the claimants just need to keep dated copies (i.e. they are not presented to banks together with the small estate affidavit)?

Sincerely,

Suzanne Lieberman
CMS Law Firm LLC<http://cmslawfirm.com/>
811 Kirkland Ave. Suite 201 (please note new address!)
Kirkland, WA 98033
206-383-6484 (Cell Phone)
206-659-1512 (Main Office)


Legal stuff I have to put in... To ensure compliance with Treasury Department and IRS regulations, we inform you that, unless expressly indicated otherwise, any federal tax advice contained in this communication (including any attachments) is not intended or written by CMS Law Firm LLC to be used, and cannot be used by the taxpayer, for the purpose of: (i) avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code; or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein (or any attachments).
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