[WSBAPT] combine intestate with testate case

[michael westseattleattorney.com]

Thanks Heather, good to consider.  Mike

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________________________________
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> on behalf of Heather de Vrieze <heatherd at westseattlelaw.com>
Sent: Tuesday, March 21, 2023 10:17 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] combine intestate with testate case


I too have done joint probates, but caution that if there are tax issues involved, the IRS and banking system doesn’t really recognize joint probates. If you need an EIN for sale of stocks or bonds, or even real property, it can be an issue. I have also had banks push back on opening an estate account with an EIN for 2nd to die spouse and letters for a joint probate. The filing fee is simply not enough of a drawback for me and when I explain it to clients, often decide to simple do two probates except for the simplest situations.



Heather



Heather S. de Vrieze
Attorney-at-Law

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3909 California Avenue SW

Seattle, WA 98116-3705

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Jeff at bellanddavispllc.com
Sent: Tuesday, March 21, 2023 9:07 AM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] combine intestate with testate case



Mike,



Do a joint probate.  Attached is a petition I used for a similar situation.



Jeff



W. Jeff Davis

BELL & DAVIS PLLC

Attorneys at Law
P.O. Box 510

720 E. Washington Street, Suite 105
Sequim WA 98382
Phone: (360) 683.1129
Fax: (360) 683.1258
email: jeff at bellanddavispllc.com<mailto:jeff at bellanddavispllc.com>
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From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of michael westseattleattorney.com
Sent: Tuesday, March 21, 2023 8:18 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] combine intestate with testate case



60-year marriage, Dad passed first in 2010, but intestate; mom next 5 years later with Will - neither probated. Can I do one probate?  Or do I do a LOPA for Dad? Thanks Mike



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