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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Andrekita, how did you file the Affidavit? Did you use a standard masthead, and if yes, who did you put as the parties? Was the cause number as a civil action or a probate
action, or ??? Thanks, I’m just trying to figure out how you did this because I suspect the court clerks in my county would reject filing the Affidavit.
<o:p></o:p></span></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Andrekita Silva<br>
<b>Sent:</b> Thursday, March 7, 2019 2:35 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] IRA with "Estate" beneficiary, and RCW 11.62 small estate affidavit<o:p></o:p></p>
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<p><span style="font-size:10.5pt;font-family:"Arial",sans-serif">Eric<br>
<br>
I had a similar situation this past summer. I had a small estate and one of the asset holders of some stock options insisted on an EIN and insisted that the asset needed to be distributed to the estate, not the beneficiary.<br>
<br>
After a few rounds of communication, explaining the whole purpose for the small affidavit procedure being to avoid the cost of probate), etc. and getting nowhere, I filed the small estate affidavit with the court. <br>
<br>
I sent the conformed copy of the affidavit (with its cause number and date stamp received by courthouse) to the asset holder with a copy of the statute and again, explained the purpose of the statute. I do not ordinarily file the small estate affidavit with
the court. But, in this case, it seemed to do the trick. The asset holder had many different versions of forms and finally came up with the one that addressed our situation. <br>
<br>
So, if you haven’t filed the affidavit and gotten a cause number, try that.<br>
<br>
andrekita<br>
Law Office of F. Andrekita Silva<br>
1325 Fourth Avenue, Suite 2000<br>
Seattle, Washington 98101<br>
206-224-8288<br>
<a href="http://www.seattle-silvalaw.com">www.seattle-silvalaw.com</a><br>
<br>
<br>
<br>
<br>
<br>
Quoting Eric Nelsen <<a href="mailto:Eric@sayrelawoffices.com">Eric@sayrelawoffices.com</a>>:<o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:#1F497D">No, not based on the information I have from the custodian. It's pretty clear that they want to (A) transfer
the decedent's IRA investments into an "Estate IRA" with an EIN tied to the Estate, and then (B) let the PR direct them how to distribute the new Estate IRA. They don't want to collapse the steps and allow direct transfer to the three heirs.</span><span style="font-size:10.5pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p><span style="font-size:10.5pt;font-family:"Arial",sans-serif"> <o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D">Sincerely,</span><span style="font-size:10.5pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p><span style="font-size:10.5pt;font-family:"Arial",sans-serif"> <o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D">Eric</span><span style="font-size:10.5pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D">Eric C. Nelsen</span><span style="font-size:10.5pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif">From:</span></b><span style="font-size:10.5pt;font-family:"Arial",sans-serif">
</span><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif"><a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of</b> Jane Bitz<br>
<b>Sent:</b> Thursday, March 07, 2019 11:29 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> Re: [WSBAPT] IRA with "Estate" beneficiary, and RCW 11.62 small estate affidavit</span><span style="font-size:10.5pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
<p><span style="font-size:10.5pt;font-family:"Arial",sans-serif"> <o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.5pt;font-family:"Arial",sans-serif">Eric:<o:p></o:p></span></p>
<p><span style="font-size:10.5pt;font-family:"Arial",sans-serif"> <o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.5pt;font-family:"Arial",sans-serif">Will the IRA custodian consider distributing directly to the three beneficiaries of the “estate” with the proper documentation,
essentially each heir claiming their 1/3 using the lack of probate affidavit?<o:p></o:p></span></p>
<p><span style="font-size:10.5pt;font-family:"Arial",sans-serif"> <o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.5pt;font-family:"Arial",sans-serif">Jane Bitz.<o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:10.5pt;font-family:"Arial",sans-serif">From:</span></b><span style="font-size:10.5pt;font-family:"Arial",sans-serif">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of</b> Eric Nelsen<br>
<b>Sent:</b> Thursday, March 7, 2019 11:04 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv (<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>) <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] IRA with "Estate" beneficiary, and RCW 11.62 small estate affidavit<o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.5pt;font-family:"Arial",sans-serif">I didn't think this was a first for me, but maybe it is--<o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.5pt;font-family:"Arial",sans-serif">Decedent had a small IRA that had the default "estate" beneficiary. Total value less than $30,000.<o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.5pt;font-family:"Arial",sans-serif">Submitted a small estate affidavit directing distribution to my client, for my client's account and also as agent for
the other two heirs. Obviously my client isn't the PR of the Estate, but just a "successor" entitled to submit the affidavit, and also agent for the other heirs per their authorizations.<o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.5pt;font-family:"Arial",sans-serif">Custodian of the IRA refuses to distribute, because the "Estate" is the beneficiary, and therefore there must be a
PR appointed who can receive the money on behalf of the "Estate."<o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.5pt;font-family:"Arial",sans-serif">Is there no way around starting a probate in this scenario? I am thinking my client is stuck with starting a probate.<o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:12.0pt;font-family:"Arial",sans-serif">Sincerely,</span><span style="font-size:10.5pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:12.0pt;font-family:"Arial",sans-serif">Eric</span><span style="font-size:10.5pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:12.0pt;font-family:"Arial",sans-serif">Eric C. Nelsen</span><span style="font-size:10.5pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:12.0pt;font-family:"Arial",sans-serif">SAYRE LAW OFFICES, PLLC</span><span style="font-size:10.5pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:12.0pt;font-family:"Arial",sans-serif">Seattle WA 98144-3909</span><span style="font-size:10.5pt;font-family:"Arial",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:8.5pt;font-family:"Arial",sans-serif">andrekita<br>
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