[WSBAPT] Beneficiary Entitlement to Estate Details

[Mark Anderson]

Thanks, Mark.  I think the PR here is just being slow.

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> on behalf of Mark McClure <mark at mcclurelawgroup.com>
Sent: Monday, May 11, 2026 4:02:07 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Beneficiary Entitlement to Estate Details


When I represent a beneficiary and the PR or PR’s attorney becomes resistive to providing a basic accounting, I start wondering why.

A beneficiary can file a petition for a report of affairs of estate under 11.68.065 and cite the fact that the PR was unwilling to provide an account absent a court order.  I have never understood why, in most cases, this would be a problem if the PR is doing his or her job – which is basically bookkeeping.

  *   Estate Bank Statements
  *   Account Register
  *   Receipts
  *   Settlement Statement (if real property sold)
  *   Copies of bank statements as of date of death.
  *   Time log

Basic stuff I tell my clients to have in order for us to prepare the Declaration of Completion and Distribution or a formal motion to distribute and close.

Mark C. McClure | Managing Attorney
Law Office of Mark McClure, PS
"Why Retire With Debt?"
1103 West Meeker Street, #101
Kent, WA 98032

Office:  253.631.6484 (Leave Msg - Will be returned within 24 hours)
Email: Mark at McClureLawGroup.com<mailto:Mark at McClureLawGroup.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 Mark Anderson
Sent: Monday, May 11, 2026 3:33 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Beneficiary Entitlement to Estate Details



A Beneficiary is demanding that the Personal Representative provide him with exceptionally detailed information and documents related to the finances of a probate estate.  Outside the context of a TEDRA demand for accounting, what is the extent of the Personal Representative’s obligation to provide such information and documents to the Beneficiary?

Thanks.

Mark B. Anderson
ANDERSON LAW FIRM PLLC
821 Dock Street, Suite 209, PMB 4-12
Tacoma, Washington 98402
+1 253-327-1750
+1 253-327-1751 (fax)
marka at mbaesq.com<mailto:marka at mbaesq.com>
www.mbaesq.com<http://www.mbaesq.com/>

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