[WSBARP] Close Probate following GAL report

Inge Fordham inge at fordhamlegal.com
Wed Nov 13 13:37:06 PST 2019


We just completed this process in Pierce Co.  We filed a First and Final Report of Administrator and Petition for Distribution.  You’ll want to coordinate with the GAL to note the hearing for the commissioner’s calendar (1:30pm in rm. 100) on a day when you can both appear.  The notice of the hearing must be published and mailed to all beneficiaries at least 20 days before the hearing pursuant to RCW 11.68.100.  You’ll file the affidavit of publication and a declaration of mailing.  The order approving the final distribution will require that custodian of the blocked account (usually a surviving parent or guardian) file a restrictive agreement or receipt of funds into blocked financial account within 30 days of the date the order is entered.  (In practice, the custodian will supply this to you and you will file it with the court.)  Upon the filing of the restrictive agreement or receipt, the administrator will be excused from his or her duties and the probate will be deemed closed.


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Inge A. Fordham | Attorney
Fordham Law, PLLC
3218 Sixth Avenue | Tacoma, WA 98406
Office: (253) 348-2657 | Mobile: (206) 778-3131

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From: <wsbarp-bounces at lists.wsbarppt.com> on behalf of Mike Jacobs <mikej at riachgese.com>
Reply-To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>
Date: Wednesday, November 13, 2019 at 1:25 PM
To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>
Subject: Re: [WSBARP] Close Probate following GAL report

Please post to group.

Sincerely,

Michael P. Jacobs
Riach Gese Jacobs, PLLC
7331 196th St. SW | PO Box 1067 | Lynnwood, WA 98036
Phone: (425) 776-3191 | Fax: (425) 425-775-0406

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From: wsbarp-bounces at lists.wsbarppt.com <wsbarp-bounces at lists.wsbarppt.com> On Behalf Of Rich McEntee
Sent: Wednesday, November 13, 2019 11:42 AM
To: wsbarp at lists.wsbarppt.com
Subject: [WSBARP] Close Probate following GAL report

Hello

I am looking for a little guidance. I have a non-intervention probate in Pierce County that is ready to close. The guardian ad litem for the minor heir has filed his report. The GAL states that the probate is ready to be closed and requests that the trustee should receive funds on behalf of the minor and file an appropriate receipt with the court.

I am hopeful that someone can give guidance on the process. But for the minor and the GAL, I would normally file a declaration of completion of probate. However, in light of the minor and the GAL’s requirement of the filing of a receipt it seems that something more is required. Can someone tell me what is required/best practice to close an estate such as this?

Thank you, in advance, for the advice.

Rich

RICH McENTEE
McENTEE LAW OFFICE
3800 Bridgeport Way W, Ste A411
University Place, WA 98466
253.227.9894(m)
jrmcentee at gmail.com<mailto:jrmcentee at gmail.com>






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