[WSBAPT] Administrator

Sun Apr 24 17:37:54 PDT 2022

I have had Canadian citizens serve as PR, but they can run into problems
opening an estate bank account.

Jamia S. Burns
Attorney at Law - Estate Planning
360-739-6379
www.jamiaburnslaw.com
jamia at jamiaburnslaw.com
Office: 1200 Dupont Street, Ste. 1-D
Bellingham, WA 98225 (by appointment only)

On Sun, Apr 24, 2022, 3:48 PM Roger Hawkes <Roger at law-hawks.com> wrote:

> Sarah: please post what you learn.
>
>
>
> *From:* wsbapt-bounces at lists.wsbarppt.com <
> wsbapt-bounces at lists.wsbarppt.com> *On Behalf Of *Sarah J. Dion
> *Sent:* Friday, April 22, 2022 2:34 PM
> *To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> *Cc:* Garrett J. Beyer <garrett at higginsonbeyer.com>
> *Subject:* Re: [WSBAPT] Administrator
>
>
>
> That is fascinating, Carla, thanks for posting. I have a Canadian
> administrator of a testate estate. May be giving Garrett a call to discuss!
>
>
>
> Sarah Jael Dion
>
> PRINCIPAL
>
> skellenger bender
>
> TRUSTS AND ESTATES PRACTICE
>
> Estate Planning | Probate
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>
> PHONE 206.623.6501 | FAX 206.447.1973
>
> sdion at skellengerbender.com |*www.skellengerbender.com
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> *From:* wsbapt-bounces at lists.wsbarppt.com <
> wsbapt-bounces at lists.wsbarppt.com> *On Behalf Of *Carla J. Higginson
> *Sent:* Friday, April 22, 2022 1:44 PM
> *To:* 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
> *Cc:* Garrett J. Beyer <garrett at higginsonbeyer.com>
> *Subject:* Re: [WSBAPT] Administrator
>
>
>
>
> ------------------------------
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> CAUTION: This email was sent from an external sender.
> ------------------------------
>
>
>
> This is a potential problem depending on what country the person is deemed
> to be tax-resident.  For example, if the non-US citizen is Canadian
> tax-resident (meaning subject to the Canadian tax system), it can pull the
> U.S. estate that the person is handing as administrator or PR into the
> Canadian tax system, even if there are no assets of the estate located in
> Canada.  This is a problem as Canada will consider the estate “resident”
> for Canadian tax purposes, and therefore taxes could be due to Revenue
> Canada depending on the situation.  There are a few treaty relationships
> between other countries and the US that can help determine whether this is
> an issue for countries other than Canada. (This is according to Garrett
> Beyer, my law partner, who is an experienced international tax attorney.)
> Hope this helps.
>
>
>
> ___________________________
>
>
>
> Carla J. Higginson, Attorney
>
> *Higginson Beyer**, P.S.   *
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> *carla at higginsonbeyer.com <carla at higginsonbeyer.com>*
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> *HigginsonBeyer.com*
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> *From:* wsbapt-bounces at lists.wsbarppt.com <
> wsbapt-bounces at lists.wsbarppt.com> *On Behalf Of *Shannon Jones
> *Sent:* Friday, April 22, 2022 1:21 PM
> *To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> *Subject:* [WSBAPT] Administrator
>
>
>
> Listmates, Can a non-US citizen be appointed Administrator for a
> Washington intestate estate? Shannon
>
>
>
> *Shannon R. Jones | Attorney *
>
> Campbell Barnett PLLC
>
> Direct:  253.848.3515
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> Office: 253.848.3513| Fax: 253.845.4941
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> 317 South Meridian
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> shannonj at campbellbarnettlaw.com
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