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<p class="MsoNormal"><span style="color:#1F497D">I usually have the trustee sign a receipt and waiver of notice regarding filing the declaration of completion. Sounds like you have done what is necessary to fund the trust so that closing the estate will have
no effect on the Trust which is now its own entity.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Heather<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Vladimir Script";color:#1F497D">Heather S. de Vrieze</span><b><span style="font-size:16.0pt;color:#1F497D"><br>
</span></b><i><span style="font-family:"Garamond",serif;color:#1F497D">Attorney-at-Law<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Garamond",serif;color:#1F497D"><img width="264" height="147" id="_x0000_i1026" src="cid:image001.jpg@01D0AF65.593C0DD0" alt="cid:image001.jpg@01D013C2.30F35160"></span></i><i><span style="font-size:12.0pt;font-family:"Garamond",serif;color:#1F497D"><o:p></o:p></span></i></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">3909 California Avenue SW<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">Seattle, WA 98116-3705
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">(206)938-5500
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><a href="mailto:heatherd@westseattlelaw.com"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">heatherd@westseattlelaw.com</span></a></span><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><a href="http://www.westseattlelaw.com/"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">www.westseattlelaw.com</span></a></span><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
<o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#002E8A">Click here to connect with de Vrieze | Carney on Facebook:
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<p class="MsoNormal"><span style="font-size:8.0pt;color:#A6A6A6">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
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Heather Kolbly<br>
<b>Sent:</b> Thursday, June 25, 2015 4:16 PM<br>
<b>To:</b> 'WSBA Real Property Listserv'; wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Handling testamentary trust in probate<o:p></o:p></p>
</div>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Hi All,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">I am handling a probate where decedent set up a testamentary trust in his will for his adult granddaughter. The estate is not a taxable one (re: estate taxes); it’s about $325,000 total, and the sum left in
trust to benefit Granddaughter is $100,000. All the terms of the trust are laid out in the will. PR has opened an investment account and placed $100,000 in the account, and has started making monthly payments of interest and principal, as directed in the
trust, to Granddaughter. PR has been named in will as the trustee of this trust, as he is a CPA and he is very responsible. This is an easy case; no one is arguing, the estate is solvent, PR has nonintervention powers and no bond. Is there anything related
to this trust that PR should do before we close probate? <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Thanks for any help you can give me,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Heather Kolbly<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><b><i><u><span style="font-size:12.0pt;font-family:Castellar;color:#1F497D"><o:p><span style="text-decoration:none"> </span></o:p></span></u></i></b></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Goudy Old Style";color:#1F497D">Heather Tobin Kolbly<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Goudy Old Style";color:#1F497D">Mobile Attorney
<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Goudy Old Style";color:#1F497D">KOLBLY LAW FIRM, P.C.<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Goudy Old Style";color:#1F497D">Mail:</span></b><span style="font-size:12.0pt;font-family:"Goudy Old Style";color:#1F497D"> 704 228<sup>th</sup> Ave. NE #122, Sammamish, WA 98074<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Goudy Old Style";color:#1F497D">(425) 444-1888
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><a href="mailto:Heather@KolblyLaw.com"><span style="font-size:12.0pt;font-family:"Goudy Old Style";color:#1F497D;text-decoration:none">Heather@KolblyLaw.com</span></a></span><span style="font-size:12.0pt;font-family:"Goudy Old Style";color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><a href="http://www.kolblylaw.com/"><span style="font-size:12.0pt;font-family:"Goudy Old Style";color:#1F497D;text-decoration:none">www.KolblyLaw.com</span></a></span><span style="font-size:12.0pt;font-family:"Goudy Old Style";color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Goudy Old Style";color:#1F497D">
</span><b><span style="color:#1F497D"> </span></b><span style="font-family:"Goudy Old Style";color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><b><span style="font-family:"Goudy Old Style";color:#CC0000">CONFIDENTIALITY:
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<p class="MsoNormal" style="text-align:justify"><b><span style="font-family:"Goudy Old Style";color:#C00000">IRS CIRCULAR 230 DISCLOSURE:</span></b><b><span style="font-family:"Goudy Old Style";color:black"> To ensure compliance with new requirements of the
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<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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