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<DIV dir=ltr>
<DIV style="FONT-SIZE: 14pt; FONT-FAMILY: 'Calibri'; COLOR: #000000">
<DIV><FONT size=4>was that the full $250 filing fee?</FONT></DIV>
<DIV> </DIV>
<DIV style="FONT-SIZE: 14pt; FONT-FAMILY: 'Calibri'; COLOR: #000000">
<DIV dir=ltr>
<DIV style="FONT-SIZE: 14pt; FONT-FAMILY: 'Calibri'; COLOR: #000000">
<DIV><STRONG><SPAN style="FONT-SIZE: 18pt; COLOR: #004080">Joshua F.
Grant</SPAN></STRONG><SPAN style="COLOR: #004080"><BR></SPAN><SPAN
style="COLOR: black"><IMG title=advocates
style="BORDER-TOP: 0px; BORDER-RIGHT: 0px; BACKGROUND-IMAGE: none; BORDER-BOTTOM: 0px; PADDING-TOP: 0px; PADDING-LEFT: 0px; BORDER-LEFT: 0px; DISPLAY: inline; PADDING-RIGHT: 0px"
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width=207 height=43><BR></SPAN><SPAN style="FONT-SIZE: 11pt; COLOR: #004080">P.
O. Box 619<BR>Wilbur, WA 99185<BR>509 647 5578</SPAN><SPAN
style="COLOR: black"><o:p></o:p></SPAN></DIV></DIV></DIV></DIV>
<DIV
style='FONT-SIZE: small; TEXT-DECORATION: none; FONT-FAMILY: "Calibri"; FONT-WEIGHT: normal; COLOR: #000000; FONT-STYLE: normal; DISPLAY: inline'>
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<DIV> </DIV>
<DIV style="BACKGROUND: #f5f5f5">
<DIV style="font-color: black"><B>From:</B> <A
title=christie@cascadialawyers.com
href="mailto:christie@cascadialawyers.com">Christie Martin</A> </DIV>
<DIV><B>Sent:</B> Thursday, March 07, 2019 3:40 PM</DIV>
<DIV><B>To:</B> <A title=wsbapt@lists.wsbarppt.com
href="mailto:wsbapt@lists.wsbarppt.com">WSBA Probate & Trust Listserv</A>
</DIV>
<DIV><B>Subject:</B> Re: [WSBAPT] Small Estate Affidavit and
Retirement</DIV></DIV></DIV>
<DIV> </DIV></DIV>
<DIV
style='FONT-SIZE: small; TEXT-DECORATION: none; FONT-FAMILY: "Calibri"; FONT-WEIGHT: normal; COLOR: #000000; FONT-STYLE: normal; DISPLAY: inline'>
<DIV class=WordSection1>
<P class=MsoNormal>We had a similar situation down here in Clark county – I
opened a “limited” probate for the sole purpose of getting the EIN and getting
the remaining funds (about $6700) form dad’s bank.<o:p></o:p></P>
<P class=MsoNormal><o:p></o:p> </P>
<DIV>
<DIV>
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<DIV>
<P class=MsoNormal><B><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Arial",sans-serif; COLOR: #1f497d'>Christie
L. Martin</SPAN></B><B><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Arial",sans-serif; COLOR: #75787b'> </SPAN></B><B><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Arial",sans-serif; COLOR: #7f7f7f'>|
Martin & Richards, </SPAN></B><B><SPAN
style='FONT-SIZE: 7.5pt; FONT-FAMILY: "Arial",sans-serif; COLOR: #7f7f7f'>LLP</SPAN></B><SPAN
style="FONT-SIZE: 10.5pt; COLOR: black"><o:p></o:p></SPAN></P></DIV>
<DIV>
<DIV>
<DIV>
<P class=MsoNormal><B><SPAN
style='FONT-SIZE: 9pt; FONT-FAMILY: "Arial",sans-serif; COLOR: #7f7f7f'>Attorney
at Law</SPAN></B><SPAN
style="COLOR: black"><o:p></o:p></SPAN></P></DIV></DIV></DIV>
<DIV>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 10.5pt; COLOR: black"><o:p></o:p></SPAN> </P></DIV>
<DIV>
<DIV>
<DIV>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 7.5pt; FONT-FAMILY: "Arial",sans-serif; COLOR: #75787b'>B:
503-444-3449</SPAN><SPAN
style="FONT-SIZE: 10.5pt; COLOR: black"><o:p></o:p></SPAN></P></DIV></DIV></DIV>
<DIV>
<DIV>
<DIV>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 7.5pt; FONT-FAMILY: "Arial",sans-serif; COLOR: #75787b'>C:
503-545-9199</SPAN><SPAN
style="FONT-SIZE: 10.5pt; COLOR: black"><o:p></o:p></SPAN></P></DIV></DIV></DIV>
<DIV>
<DIV>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 7.5pt; FONT-FAMILY: "Arial",sans-serif; COLOR: #7f7f7f'>F:
360-637-0300</SPAN><SPAN
style="FONT-SIZE: 10.5pt; FONT-FAMILY: -webkit-standard; COLOR: black"><o:p></o:p></SPAN></P></DIV></DIV>
<DIV>
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<P class=MsoNormal><o:p></o:p> </P>
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<DIV
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<P class=MsoNormal><B><SPAN style="FONT-SIZE: 12pt; COLOR: black">From:
</SPAN></B><SPAN
style="FONT-SIZE: 12pt; COLOR: black"><wsbapt-bounces@lists.wsbarppt.com>
on behalf of Jamia Burns <jamia@jamiaburnslaw.com><BR><B>Reply-To:
</B>WSBA Probate & Trust Listserv
<wsbapt@lists.wsbarppt.com><BR><B>Date: </B>Wednesday, March 6, 2019 at
1:17 PM<BR><B>To: </B>WSBA Probate & Trust Listserv
<wsbapt@lists.wsbarppt.com><BR><B>Subject: </B>Re: [WSBAPT] Small Estate
Affidavit and Retirement<o:p></o:p></SPAN></P></DIV>
<DIV>
<P class=MsoNormal><o:p></o:p> </P></DIV>
<DIV>
<P class=MsoNormal>Thank you Candace! The value is only $8,000, so probate seems
crazy. <o:p></o:p></P>
<DIV>
<P class=MsoNormal><BR clear=all><o:p></o:p></P>
<DIV>
<DIV>
<DIV>
<DIV>
<DIV>
<DIV>
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<DIV>
<P class=MsoNormal>Jamia S. Burns<BR>Attorney at Law<BR>(360)
739-6379<o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal><SPAN style="FONT-SIZE: 9.5pt">Office: 1200 Dupont St., Suite
1-D<o:p></o:p></SPAN></P></DIV>
<DIV>
<P class=MsoNormal><SPAN style="FONT-SIZE: 9.5pt">Bellingham, WA 98225 (By
Appointment Only)</SPAN><o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal>Mail: P.O. Box 29453<o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal>Bellingham, <SPAN style="COLOR: black">WA
98228</SPAN><o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal><SPAN style="COLOR: black"><A
href="mailto:jamia@jamiaburnslaw.com"
target=_blank>jamia@jamiaburnslaw.com</A></SPAN><o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal><SPAN style="COLOR: black"><A
href="http://www.jamiaburnslaw.com"
target=_blank>www.jamiaburnslaw.com</A></SPAN><o:p></o:p></P></DIV>
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<P class=MsoNormal><o:p></o:p> </P></DIV>
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<P class=MsoNormal><o:p></o:p> </P>
<DIV>
<DIV>
<P class=MsoNormal>On Wed, Mar 6, 2019 at 1:03 PM Candace Wilkerson <<A
href="mailto:cwilkerson@wongfleming.com">cwilkerson@wongfleming.com</A>>
wrote:<o:p></o:p></P></DIV>
<BLOCKQUOTE
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<DIV>
<DIV>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto">I had to open a
probate for this situation, years ago, but if anyone does have a way to get
around it please share with me too!<o:p></o:p></P>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"> <o:p></o:p></P>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto">Thanks,<o:p></o:p></P>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto">Candace
Wilkerson<o:p></o:p></P>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"> <o:p></o:p></P>
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style='FONT-SIZE: 10pt; FONT-FAMILY: "Tahoma",sans-serif; COLOR: black'>Top
Ranked Law Firm for 2015 by Fortune Magazine and American Lawyer
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<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"><SPAN
style="FONT-SIZE: 10pt; COLOR: black">Candace Wilkerson<B> |</B> Senior
Associate</SPAN><B><SPAN style="FONT-SIZE: 10pt; COLOR: red">
</SPAN></B><B><SPAN style="FONT-SIZE: 10pt; COLOR: #484848">|
</SPAN></B><SPAN style="FONT-SIZE: 10pt; COLOR: black">Wong Fleming
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<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"><B>From:</B> <A
href="mailto:wsbapt-bounces@lists.wsbarppt.com"
target=_blank>wsbapt-bounces@lists.wsbarppt.com</A> <<A
href="mailto:wsbapt-bounces@lists.wsbarppt.com"
target=_blank>wsbapt-bounces@lists.wsbarppt.com</A>> <B>On Behalf Of
</B>Jamia Burns<BR><B>Sent:</B> Wednesday, March 6, 2019 12:42
PM<BR><B>To:</B> WSBA Probate & Trust Listserv <<A
href="mailto:wsbapt@lists.wsbarppt.com"
target=_blank>wsbapt@lists.wsbarppt.com</A>><BR><B>Subject:</B> [WSBAPT]
Small Estate Affidavit and Retirement<o:p></o:p></P>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"> <o:p></o:p></P>
<DIV>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto">Potential
client's spouse died. She was not listed on his Boeing Retirement as a
beneficiary. Boeing will accept a Small Estate Affidavit, but they are
demanding an EIN for the Estate. The online form at IRS.gov requires that
probate has been opened to get the EIN for the Estate. Even if we get an EIN,
then they will write the check to the "Estate of decedent" and surviving
spouse will not be able to cash it. Any advice greatly appreciated!
<o:p></o:p></P>
<DIV>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"> <o:p></o:p></P></DIV>
<DIV>
<DIV>
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<DIV>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto">Jamia S.
Burns<BR>Attorney at Law<BR>(360) 739-6379<o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"><SPAN
style="FONT-SIZE: 9.5pt">Office: 1200 Dupont St., Suite
1-D</SPAN><o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"><SPAN
style="FONT-SIZE: 9.5pt">Bellingham, WA 98225 (By Appointment
Only)</SPAN><o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto">Mail: P.O. Box
29453<o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto">Bellingham, WA
98228<o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto"><SPAN
style="COLOR: black"><A href="mailto:jamia@jamiaburnslaw.com"
target=_blank>jamia@jamiaburnslaw.com</A></SPAN><o:p></o:p></P></DIV>
<DIV>
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