Index to Forms

• Jurisdiction: Washington

INDEX TO PROBATE MANUAL FORMS

CHAPTER 2. INITIAL PROCEDURES

Initial Procedure Checklist

2.B.1 Personal Representative

Court Forms

2.C.1 Certificate of Witness

2.C.2 Certificate of Witnesses

2.C.3 Petition for Order Admitting Will [and Codicil] to Probate, Granting Nonintervention Powers (Bond Waived)[(Bond Required)]

2.C.4 Petition for Letters of Administration

2.C.5 Order Admitting Will [and Codicil] to Probate, Granting Nonintervention Powers

2.C.6 Order Granting Letters of Administration

2.C.7 Oath of Personal Representative

2.C.8 Notice of Appointment and Pendency of Probate Proceedings

2.C.9 Certificate of Mailing Notice of Appointment and Pendency of Probate Proceedings

2.C.10 Probate Notice to Creditors

2.C.11 Declination and Waiver by Surviving Spouse/Registered Domestic Partner and Request for Appointment of Personal Representative

2.C.12 Declination to Act as Personal Representative

2.C.13 Waiver of Notice of Hearing on Petition for Appointment of Personal Representative

2.C.14 Notice of Hearing on Petition for Appointment of Personal Representative

2.C.15 Certificate of Mailing Notice of Hearing on Petition for Appointment of Personal Representative

2.C.16 Motion and Order Appointing Guardian ad Litem

2.C.17 Motion and Order Waiving Appointment of Guardian ad Litem

2.C.18 Appointment and Acceptance of Resident Agent

2.C.19 Petition for Order Granting Nonintervention Powers at Time of Appointment of Personal Representative

2.C.20 Order Granting Nonintervention Powers

2.C.21 Waiver of Notice of Intention to Petition for Nonintervention Powers and of Hearing on Petition for Order Granting Nonintervention Powers

2.C.22 Notice of Intention to Petition for Nonintervention Powers at Time of Appointment of Personal Representative

2.C.23 Certificate of Mailing Notice of Intention to Petition for Nonintervention Powers at Time of Appointment of Personal Representative

Office Forms

2.D.1 Initial Probate Word Processing Instructions

2.D.2 Asset and Liability Information

2.D.3 Master Information List

2.D.4 Receipt for Documents

2.D.5 Personal Representative's Cash Accounting Book

2.D.6 Inventory of Safe Deposit Box

2.D.7 Personal Representative's Work Diary

2.D.8 Authorization for Release of Information

2.D.9 Personal Representative's Record Review Worksheet

2.D.10 Personal Representative's Booklet

Letters

2.E.1 To Client or Family Member Sending Estate Asset Information Sheet

2.E.2 To Witness to Will Sending Affidavit

2.E.3 To Clerk of Court Sending Initial Papers for Filing When Hearing Required

2.E.4 To Interested Party Sending Notice of Hearing

2.E.5 To Clerk of Court Sending Initial Papers for Filing and Entry

2.E.6 To Newspaper Sending Probate Notice to Creditors

2.E.7 To Heir or Distributee Sending Notice

2.E.8 To IRS to Apply for Tax Identification Number

2.E.9 To IRS Sending Notice Concerning Fiduciary Relationship (IRS Form 56)

2.E.10 To DSHS Enclosing Probate Notice to Creditors

2.E.11 To Department of Revenue Sending Notification of Appointment of Personal Representative

2.E.12 To Personal RepresentativeProbate Letter

2.E.13 To Personal Representative Enclosing Personal Representative's Booklet

Furnished Forms

2.F.1.No.1 Application for Employer Identification Number (IRS Form SS-4)

2.F.1.No.2 Instructions for Form SS-4

2.F.2 Order for Certified Copy of Death Certificate (Seattle/King County)

2.F.3 Application for Certified Copy of Death Certificate (Washington State)

2.F.4 Notice Concerning Fiduciary Relationship (IRS Form 56)

2.F.5 King County Superior Court Case Assignment Designation and Case Information Cover Sheet

2.F.6 Washington Court Case Cover Sheet

2.F.7 Request for Taxpayer Identification Number and Certification (IRS Form W-9)

CHAPTER 3. INVENTORY AND APPRAISEMENT

Procedure Checklist

3.B Procedure Checklist.doc

Court Forms

3.C.1 Motion and Order Extending Time to Make Inventory and Appraisement

3.C.2 Notice of Filing Inventory and Appraisement

3.C.3 Certificate of Mailing Notice of Filing Inventory and Appraisement

3.C.4 Inventory and Appraisement Cover Sheet

Office Forms

3.D.1 Asset List

3.D.2 Cover Sheet for Inventory and Appraisement and List of Nonprobate Assets

3.D.3 Letters Request

Letters

3.E.1 To Appraiser Requesting Appraisal

3.E.2 To Personal Representative to Review Property Schedules and Inventory

CHAPTER 4. REAL ESTATE

Letters

4.B.1 To County Auditor Transmitting Real Estate Documents

Office Forms

4.C.1 Special Warranty Deed (Personal Representative's Deed)

4.C.2 Quitclaim Deed (Transfer From Personal Representative to Distributee)

4.C.3 Statutory Warranty Fulfillment Deed

4.C.4 Signature(s) and Acknowledgment(s)

Furnished Forms

4.D.1 Real Estate Excise Tax Affidavit

4.D.2 List of Real Estate Excise Tax Exemption Codes

4.D.3 King County Recorders Office Recording Fees

CHAPTER 5. STOCKS AND BONDS

Procedure Checklist

5.B Procedure Checklist

Office Forms

5.C.1 Requirements for Transfer of Securities

Letters

5.D.1 To Investment Advisor to Obtain Brokerage Account Information

5.D.2 Securities Account Information Request (Enclosure)

5.D.3 To Corporation Registrar to Verify Number of Shares of Stock

5.D.4 To Transfer Agent Requesting Transfer Requirements

5.D.5 To Investment Advisor Conveying Personal Representative's Instructions

5.D.6 To Personal Representative Sending Stock Transfer Requirements for Signature

5.D.7 To Transfer Agent Sending Stock Certificates

5.D.8 To Transfer Agent Sending Stock Transfer Requirements

Furnished Forms

5.E.1 Irrevocable Stock/Bond Power

5.E.2 Affidavit of Domicile and Debts

5.E.3 Request for Taxpayer Identification Number and Certification (IRS Form W-9)

5.E.4 Request to Reissue United States Savings Bonds

5.E.5 Request by Fiduciary for Distribution of United States Treasury Securities

5.E.6 Disposition of Treasury Securities Belonging to a Decedent's Estate Being Settled Without Administration

CHAPTER 6. MORTGAGES, NOTES AND CASH

Letters

6.B.1 To Debtor to Obtain Indebtedness Information

6.B.2 Indebtedness Information Request (Enclosure)

6.B.3 To Financial Institution to Obtain Account Information

6.B.4 Account Information Request (Enclosure)

Office Forms

6.C.1 Personal Representative's Assignment of Purchaser's Interest in Real Estate Contract and Deed

6.C.2 Personal Representative's Assignment of Seller's Interest in Real Estate Contract and Deed

6.C.3 Personal Representative's Assignment of Deed of Trust

CHAPTER 7. INSURANCE

Procedure Checklist

7.B.1 Collection of Proceeds

Letters

7.C.1 To Insurance Company Requesting Form 712

7.C.2 To Insurance Company for Requirements to Collect Proceeds

7.C.3 To Insurance Company Sending Requirements for Collection of Proceeds

7.C.4 To Beneficiaries Sending Proceeds and Receipt

Furnished Forms

7.D.1 Life Insurance Statement (IRS Form 712)

CHAPTER 8. MISCELLANEOUS PROPERTY

Procedure Checklist

8.B.1 Distribution of Tangible Personal Property Among Beneficiaries

Letters

8.C.1 To Obtain Decedent's Interest in Business or Partnership

8.C.2 To Obtain Decedent's Interest in Limited Partnership

8.C.3 To Employer Regarding Employment Benefits

8.C.4 To Employer Regarding Pension Plan

8.C.5 To Obtain Value of Individual Retirement Account

8.C.6 To Obtain Benefits From Union, Lodge and Club Memberships

8.C.7 To Beneficiaries Re: Distribution of Tangible Personal Property

8.C.8 To Obtain Premium Refund or Other Benefit

Furnished Forms

8.D.1 Vehicle Certificate of Ownership (Title) Application

8.D.2 Affidavit of Loss / Release of Interest

8.D.3 Lienholder Release of Interest / Power of Attorney

8.D.4 Affidavit of Inheritance/Litigation / County Clerk Certificate for Transfer of Vehicle/Vessel in Litigation

8.D.5 Odometer Disclosure / Title Extension Statement

8.D.6 Vehicle Report of Sale

8.D.7 Aircraft Bill of Sale Information

8.D.8 Aircraft Registration Information

8.D.9.No.1 Quick-Form Application for Authorization in the Ship, Aircraft, Amateur, Restricted and Commercial Operator, and General Mobile Radio Services, With Schedule for Additional Data for the Aircraft Radio Service (FCC Form 605)

8.D.9.No.2 Quick-Form Application for Authorization in the Ship, Aircraft, Amateur, Restricted and Commercial Operator, and General Mobile Radio Services, With Schedule for Additional Data for the Aircraft Radio Service (FCC Form 605)

8.D.10 Vessel Title Application

8.D.11 Vessel Report of Sale

CHAPTER 11. ANNUITIES

Letters

11.B.1 To Insurance Company Regarding Return of Annuity Check

11.B.2 To Insurance Company Regarding Annuity Benefits

CHAPTER 12. OUT-OF-STATE PROPERTYANCILLARY ADMINISTRATION

12.B.1 Status of Out-of-State Estate

Letters

12.C.1 To Out-of-State Attorney Re: Administering Out-of-State Property

12.C.2 To Out-of-State Attorney Re: Ancillary Administration

CHAPTER 13. DEBTS AND EXPENSES

Procedure Checklist

13.B.1 Creditors

13.B.2 Determination of Decedent Income Tax Liability or Overpayment

Court Forms

13.C.1 Creditor's Claim

13.C.2 Creditor's Claim of Attorney (for Legal Services Prior to Date of Death)

13.C.3 Creditor's Claim of Personal Representative

13.C.4 Receipt for Creditor's Claim

13.C.5 Notice of Rejection of Claim

13.C.6 Certificate of Notification of Rejection of Claim

13.C.7 Certificate of Personal Representative (Regarding Review of Records)

13.C.8 Petition for Order Determining Unascertainable Creditors and Terminating Rights

13.C.9 Notice of Hearing on Petition for Order Determining Unascertainable Creditors and Terminating Rights

13.C.10 Order Determining Unascertainable Creditors and Terminating Rights

Letters

13.D.1 To Creditor to Obtain Decedent's Indebtedness Information

13.D.2 To Personal Representative Enclosing Personal Representative's Creditor's Claim

13.D.3 To Creditor Enclosing Creditor's Claim

13.D.4 To Creditor Enclosing Creditor's Claim, Payment and Receipt

13.D.5 To County Clerk Requesting Information Regarding Creditor's Claims

13.D.6 To Personal Representative Enclosing Creditor's Claims

13.D.7 To Creditor Enclosing Check and Receipt for Creditor's Claims

13.D.8 To Creditor...