[WSBAPT] Closing Estate (Nonintervention Powers but Blocked Account?)

[Dalynne Singleton]

This sounds appropriate and you will be noting for hearing, correct with notice to all heirs?
That way, the heirs have a way to respond or object to the closing and repayment.

Dalynne Singleton
Gourley Law Group
Snohomish Escrow
The Exchange Connection
1002 10th Street / PO Box 1091
Snohomish, WA 98291
360.568.5065
360.568.1717  fax
dalynne at glgmail.com<mailto:dalynne at glgmail.com>
Website:  www.glglawgroup.com<http://www.glglawgroup.com/>
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of David Faber
Sent: Friday, March 4, 2022 4:18 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Closing Estate (Nonintervention Powers but Blocked Account?)

I'm running into a quandary trying to figure out how to proceed with closing an intestacy where the PR was granted nonintervention powers (so no annual reporting to the court) but where all assets of the estate have to be held in a blocked account. PR has spent something like $40k on the estate and is wanting to be reimbursed for those expenditures (I'm a bit shocked that they waited this long to petition the court), and want to make sure my plan for proceeding here is proper/makes sense.

I'm planning on filing with the Court an (1) Accounting of the estate, including the expenses to be reimbursed, (2) a Declaration of Completion of Probate, and (3) a motion requesting for the estate to be closed, PR discharged, PR reimbursed, and remaining funds distributed to beneficiaries. Is this the proper way to proceed as far as folks can tell? Any time I'm operating outside of my standard non-intervention no-bond probate situations I start to second guess my plans and don't have anyone around Port Townsend to run this kind of thing by...

Any thoughts appreciated.

Best,
David J. Faber
Faber Feinson PLLC
800 Polk Street, Suite B
Port Townsend, WA 98368
(360) 379-4110

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