[WSBAPT] Estate bank account logistics for permanent US resident

Heather de Vrieze heatherd at westseattlelaw.com
Thu May 19 10:18:55 PDT 2022


I have had enough trouble with Personal Representative’s using Washington Letters Testamentary to open estate bank accounts in other states, I can’t imagine that you could open one in Germany, or that you would want to.

The German Personal Representative would need to get their own TIN before being able to get an EIN for the estate. I have not found it efficient to have non-US Persons as Personal Representatives.

I’m sure it is possible, simply not the streamline administration that a US Person would find.

Heather

Heather S. de Vrieze
Attorney-at-Law
[cid:image001.jpg at 01D86B69.D6F2E3D0]
3909 California Avenue SW
Seattle, WA 98116-3705
(206)938-5500
heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
www.westseattlelaw.com<http://www.westseattlelaw.com/>
Click here to connect with de Vrieze | Carney on Facebook:   [FB Logo] <https://www.facebook.com/DeVriezeCarney>

CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information.  If you have received this e-mail in error, please notify the sender immediately and delete all copies of this e-mail message and any attachment.

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Suzanne Lieberman
Sent: Thursday, May 19, 2022 9:26 AM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Estate bank account logistics for permanent US resident

Good morning,

We have a probate decedent who lived, died and owned assets in WA state but whose entire family lives in Germany. Is his brother (PR/our client) permitted to open an estate bank account with a German bank or must it be a U.S. bank? If a U.S. bank, how would the brother get the EIN? Germany has the equivalent of a social security number (Sozialversicherungsnummer) but I'm not sure that's what's needed to get their equivalent tax ID with German banks. Our firm is the resident agent. Thanks for any help!

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).
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20220519/fe01e9dc/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.jpg
Type: image/jpeg
Size: 17884 bytes
Desc: image001.jpg
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20220519/fe01e9dc/image001.jpg>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image002.png
Type: image/png
Size: 18009 bytes
Desc: image002.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20220519/fe01e9dc/image002.png>


More information about the WSBAPT mailing list