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<DIV>Contact the IRS and ask for a 1099 print for 2014. (2015 ones won't exist until probably June.)</DIV>
<DIV>That should give her all the 1099s and other information returns for the taxpayer for 2014.</DIV>
<DIV>Often the 1099 will show an account number.</DIV>
<DIV> </DIV>
<DIV>OR start with the accountant. Who filed the 2014 tax return?? The return itself and the 1099s would have the same info.</DIV>
<DIV> </DIV>
<DIV>There will be 1099s for all bank accounts with $10 or more in interest and almost any other asset.</DIV>
<DIV>Life insurance generally won't have a 1099 and annuities that are not being collected on won't have one.</DIV>
<DIV>But income producing assets should all have them. </DIV></DIV></DIV>
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<DIV><FONT size=3 face=Arial>Jackie Cyphers</FONT></DIV>
<DIV><FONT size=3 face=Arial>Jeannette A. Cyphers, Attorney at Law</FONT></DIV>
<DIV><FONT size=3 face=Arial>P. O. Box 908 </FONT></DIV>
<DIV><FONT size=3 face=Arial>Edmonds, WA 98020-0908</FONT></DIV>
<DIV><FONT size=3 face=Arial>425-776-5887</FONT></DIV>
<DIV><FONT size=3 face=Arial>fax 425-640-0814</FONT></DIV>
<DIV><A title=mailto:jacyphers@gmail.com href="mailto:jacyphers@gmail.com"><FONT size=3 face=Arial>jacyphers@gmail.com</FONT></A></DIV>
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<DIV style="FONT-SIZE: 11pt" dir=ltr><I><B>From:</B></I> <A href="mailto:jrmcentee@gmail.com">J Richard McEntee, Jr.</A></DIV>
<DIV style="FONT-SIZE: 11pt" dir=ltr><I><B>Date:</B></I> 1/14/2016 12:15:17 PM</DIV>
<DIV style="FONT-SIZE: 11pt" dir=ltr><I><B>To:</B></I> <A href="mailto:wsbapt@lists.wsbarppt.com">WSBA Probate & Trust Listserv</A></DIV>
<DIV style="FONT-SIZE: 11pt" dir=ltr><I><B>Subject:</B></I> [WSBAPT] Attempting to Locate Probate Assets</DIV></DIV>
<DIV> </DIV>Hello List Members
<DIV><BR></DIV>
<DIV>I am working with a PR who is attempting to locate assets of a deceased friend. The deceased was quite elderly. The last years he was in an assisted living facility. The PR was providing some assistance in paying bills of the deceased prior to his death, however, the PR did not have much knowledge of the finances but for the deceased checking account. She now is seeking out assets. She has used the usual methods, checking mail, etc. She believes that there are a number of accounts and assets that she cannot now find. </DIV>
<DIV><BR></DIV>
<DIV>Does someone have a recommendation for the next steps to follow to locate assets? </DIV>
<DIV><BR></DIV>
<DIV>Maybe a private investigator? If a PI, recommendations would be appreciated.</DIV>
<DIV><BR></DIV>
<DIV>Thanks</DIV>
<DIV>Rich<BR>
<DIV>
<DIV style="WHITE-SPACE: normal; WORD-SPACING: 0px; TEXT-TRANSFORM: none; COLOR: rgb(0,0,0); FONT: 12px Helvetica; ORPHANS: 2; WIDOWS: 2; LETTER-SPACING: normal; TEXT-INDENT: 0px; -webkit-text-stroke-width: 0px"><B style="FONT-SIZE: large"><U><BR class=Apple-interchange-newline><BR></U></B></DIV>
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<DIV><FONT face=Copperplate>3800 Bridgeport Way W, Ste A411</FONT></DIV>
<DIV><FONT face=Copperplate>University Place, WA 98466</FONT></DIV>
<DIV><FONT face=Copperplate>253.227.9894(m)</FONT></DIV></DIV>
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