[WSBAPT] Closing Estate - Tax Return Pending

[Brent Williams-Ruth]

Wise Members of the List -

I have an estate that I believe I may close, but want to verify.

Everything is done EXCEPT the filing of the last tax return where there
will be a TAX REFUND back to the Decedent who had pre-paid quarterly taxes
in advance of passing and is getting a tidy sum back.

11.68.114 deals with OWING taxes, penalties, fees, etc. but says nothing
about keeping the estate account open to receive a refund. I presume that
it would be also permissible to keep the estate account open to receive
that refund and then issue final distribution to beneficiaries at that
time.

Am I correct that we can close down and do the remaining closing process
with that same language of 11.68.114 or do I just need to have everything
sit in crock-pot mode until the tax refund is obtained?

Thank you!

Brent

*Brent Williams-Ruth* (pronouns: he/him)
*Attorney-At-Law*

*Law Offices of Brent Williams-Ruth, **a division of BWR Consulting, PLLC*

*Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003*

***EFFECTIVE IMMEDIATELY** All mail sent through the USPS should be sent to
the following address: **PO BOX 3319; Federal Way, WA 98063 *

Office/Scheduling Phone: (253) 285-7751

Direct: (253) 285-7453

e-mail <Brent at Williams-RuthLaw.com> / website
<http://www.williams-ruthlaw.com/> / facebook
<http://www.facebook.com/bwrlaw> /
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20220908/fc11bea8/attachment.html>