[WSBAPT] probate unknown assets

Thu May 20 15:08:22 PDT 2021

Hi Diane,

I agree that small amounts wouldn't justify the legal fees to reopen, so
it's good to know there are options even if not ideal. Thank you for the
input!

Best,

Harkiran

On Thu, May 20, 2021 at 8:46 AM Diane J. Kiepe <DJKiepe at depdslaw.com> wrote:

> If it is an estate involved in, have gotten to know the players, and no
> conflicts I have allowed checks to run through an account internally and
> send firm checks to beneficiaries.  Also on a few occasions, the bank has
> known their client well enough to run the checks through their personal
> account.  Neither is ideal but can you justify legal fees to reopen for
> small amounts?
>
> Sent from my iPhone
>
> On May 20, 2021, at 8:17 AM, Dalynne Singleton <dalynne at glgmail.com>
> wrote:
>
> 
>
> This problem arises and most banks won’t accept checks made payable to a
> decedent or estate without PR authority so you find yourself having to
> reopen the estate.  This is why you need to be sure before you close.  Wait
> out a few months, do some pre-distributions, and then close.  There is no
> way to “hold back” authority for checks or to leave the bank account open
> that I know of; only to deal with taxes.  I realize the bank may not know
> you have closed the estate unless the PR closes the bank account and
> provide the PR with an opportunity beyond the closing date but that would
> be a risk to the PR and you.  I wouldn’t recommend that.
>
>
>
> *Dalynne Singleton*
>
> *Gourley Law Group*
>
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> *From:* wsbapt-bounces at lists.wsbarppt.com <
> wsbapt-bounces at lists.wsbarppt.com> *On Behalf Of *Harkiran Sekhon
> *Sent:* Wednesday, May 19, 2021 5:23 PM
> *To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> *Subject:* [WSBAPT] probate unknown assets
>
>
>
> Hi Listmates,
>
>
>
> In a probate where a few surprise checks have popped up, how do you all
> usually handle closing up the probate in a way that accounts for the
> possibility of more surprise checks coming through after completion?
>
>
>
> Any go-to language you like to include in the declaration of completion?
> Would it still be possible to close w/ receipts?
>
>
>
> Thank you,
>
>
>
> Harkiran
>
>
>
> --
>
> Harkiran Sekhon
>
> Attorney
>
> *Sekhon Law, PLLC*
>
> P: (425) 207-4866 | F: (425) 207- 4986 | W: www.sekhonlawpllc.com | A: 707
> S. Grady Way STE 600 Renton, WA 98057
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-- 
Harkiran Sekhon
Attorney
*Sekhon Law, PLLC*
P: (425) 207-4866 | F: (425) 207- 4986 | W: www.sekhonlawpllc.com | A: 707
S. Grady Way STE 600 Renton, WA 98057
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