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--></style></head><body lang="EN-US" link="#467886" vlink="#96607D" style="word-wrap:break-word"><div class="WordSection1"><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri",sans-serif;color:windowtext">When I represent a beneficiary and the PR or PR’s attorney becomes resistive to providing a basic accounting, I start wondering why.</span></p><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri",sans-serif;color:windowtext">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.</span></p><ul style="margin-top:0in" type="disc"><li class="MsoListParagraph" style="color:windowtext;margin-bottom:0in;margin-left:0in"><span style="font-size:12.0pt;font-family:"Calibri",sans-serif">Estate Bank Statements</span></li><li class="MsoListParagraph" style="color:windowtext;margin-bottom:0in;margin-left:0in"><span style="font-size:12.0pt;font-family:"Calibri",sans-serif">Account Register</span></li><li class="MsoListParagraph" style="color:windowtext;margin-bottom:0in;margin-left:0in"><span style="font-size:12.0pt;font-family:"Calibri",sans-serif">Receipts</span></li><li class="MsoListParagraph" style="color:windowtext;margin-bottom:0in;margin-left:0in"><span style="font-size:12.0pt;font-family:"Calibri",sans-serif">Settlement Statement (if real property sold)</span></li><li class="MsoListParagraph" style="color:windowtext;margin-bottom:0in;margin-left:0in"><span style="font-size:12.0pt;font-family:"Calibri",sans-serif">Copies of bank statements as of date of death.</span></li><li class="MsoListParagraph" style="color:windowtext;margin-bottom:0in;margin-left:0in"><span style="font-size:12.0pt;font-family:"Calibri",sans-serif">Time log</span></li></ul><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri",sans-serif;color:windowtext">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.</span></p><div><p class="MsoNormal" style="background:white"><b><span style="font-size:12.0pt;font-family:"Helvetica",sans-serif;color:#4c76a2">Mark C. McClure</span></b><b><span style="font-size:24.0pt;font-family:"Helvetica",sans-serif;color:#4c76a2"> </span></b><b><span style="font-size:12.0pt;font-family:"Helvetica",sans-serif;color:#4c76a2">| </span></b><i><span style="font-family:"Helvetica",sans-serif;color:#4c76a2">Managing Attorney <br></span></i><span style="font-family:"Helvetica",sans-serif;color:navy">Law Office of Mark McClure, PS<b> <br></b><i>"Why Retire With Debt?"<br></i>1103 West Meeker Street, #101<br>Kent, WA 98032</span><span style="font-size:12.0pt;font-family:"Calibri",sans-serif;color:windowtext"></span></p><p class="MsoNormal" style="background:white"><span style="font-family:"Helvetica",sans-serif;color:navy">Office: 253.631.6484 (Leave Msg - Will be returned within 24 hours)<br></span><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif;color:#003399">Email: </span><span style="font-size:12.0pt;font-family:"Calibri",sans-serif;color:black"><a href="mailto:Mark@McClureLawGroup.com" target="_blank"><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif;color:purple">Mark@McClureLawGroup.com</span></a></span><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif;color:#003399"><br>Web: </span><span style="font-size:12.0pt;font-family:"Calibri",sans-serif;color:black"><a href="http://www.mcclurelawgroup.com/" target="_blank"><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif;color:blue">www.McClureLawGroup.com</span></a></span><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif;color:#003399"> </span><span style="font-size:12.0pt;font-family:"Calibri",sans-serif;color:windowtext"></span></p><p class="MsoNormal" style="margin-bottom:0in;background:white"><b><span style="font-family:"Helvetica",sans-serif;color:#1f497d">Notice of Unavailability:</span></b><span style="font-family:"Helvetica",sans-serif;color:#1f497d"> </span><b><span style="font-family:"Helvetica",sans-serif;color:red"> </span></b><span style="font-size:12.0pt;font-family:"Calibri",sans-serif;color:windowtext"></span></p><p class="MsoNormal" style="margin-bottom:0in;background:white"><b><span style="font-size:11.0pt;font-family:"Helvetica",sans-serif;color:red">TBD</span></b><span style="font-size:12.0pt;font-family:"Calibri",sans-serif;color:windowtext"></span></p><p class="MsoNormal" style="background:white"><b><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:#c0504d">**NOTE** All visits must be scheduled in advance for access to the building. Call </span></b><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:#c0504d">253-631-6484 <b> to schedule.</b></span><span style="font-size:12.0pt;font-family:"Calibri",sans-serif;color:windowtext"></span></p><p class="MsoNormal" style="background:white"><b><span style="font-family:"Helvetica",sans-serif;color:navy">CONFIDENTIALITY NOTICE:</span></b><span style="font-family:"Helvetica",sans-serif;color:navy"> </span><span style="font-family:"Helvetica",sans-serif;color:#1c1e21;background:#f2f3f5">This email contains legal stuff. If you are not the intended recipient you could get into a lot of trouble if you read it, and even more trouble if you tell someone else about it. So, the best thing to do is ignore it and forget you ever saw it. Thank you.</span><span style="font-family:"Helvetica",sans-serif;color:navy"> </span><span style="font-size:12.0pt;font-family:"Calibri",sans-serif;color:windowtext"></span></p></div><p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Calibri",sans-serif;color:windowtext"> </span></p><div><div style="border:none;border-top:solid #e1e1e1 1.0pt;padding:3.0pt 0in 0in 0in"><p class="MsoNormal" style="margin-bottom:0in"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:windowtext">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:windowtext"> <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>Mark Anderson<br><b>Sent:</b> Monday, May 11, 2026 3:33 PM<br><b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br><b>Subject:</b> [WSBAPT] Beneficiary Entitlement to Estate Details</span></p></div></div><p class="MsoNormal"> </p><p class="MsoNormal"><span style="color:#002060">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?</span></p><p class="MsoNormal" style="margin-bottom:12.0pt"><span style="color:#002060">Thanks.</span></p><p class="MsoNormal" style="margin-bottom:12.0pt"><b><span style="color:#002060">Mark B. Anderson<br></span></b><span style="color:#002060">ANDERSON LAW FIRM PLLC<br>821 Dock Street, Suite 209, PMB 4-12<br>Tacoma, Washington 98402<br>+1 253-327-1750<br>+1 253-327-1751 (fax)<br><a href="mailto:marka@mbaesq.com"><span style="color:#002060">marka@mbaesq.com</span></a><br><a href="http://www.mbaesq.com/"><span style="color:#002060">www.mbaesq.com</span></a><b></b></span></p><p class="MsoNormal" style="margin-bottom:12.0pt"><b><span style="font-family:"Arial Narrow",sans-serif;color:#002060">CONFIDENTIALITY NOTICE<br></span></b><span style="font-family:"Arial Narrow",sans-serif;color:#002060">This transmission is confidential and is intended solely for the use of the individual named recipient. It may be protected by the attorney-client privilege, work product doctrine, or other confidentiality protection. If you are not the intended recipient, or the person responsible to deliver it to the intended recipient, be advised that any dissemination, distribution, or copying of this communication is prohibited. If you have received this transmission in error, please immediately notify the sender via e-mail or by telephone at (253) 327-1750 that you have received the message in error, and then delete it. Thank you.</span></p><p class="MsoNormal"> </p></div></body></html>