[WSBAPT] Form 712 from life insurance

[Anna Van Pelt]

Hello friends,

I have a new wrinkle. The life insurance company for a small policy ($5000) has paid out to the beneficiaries, but is now asserting that they are not obligated to give Form 712 to the PR despite the estate being taxable in WA. Has anyone run into this problem before? I believe the company is Fidelity.

Thanks,
Anna

Van Pelt Law
(206) 635-7250
www.vanpeltlegal.com<http://www.vanpeltlegal.com/>
Pronouns: She/Her

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