Table of Contents

• Jurisdiction: Washington

TABLE OF CONTENTS
CHAPTER 1. INTRODUCTION
A.	USE AND ORGANIZATION OF MANUAL
B.	TYPES OF ADMINISTRATION
	1. Probate 2. Nonprobate 3. Transfer by AffidavitSuccessorship 4. Adjudication of Testacy or Intestacy and Heirship 5. NonresidentAncillary Administration
C.	CHRONOLOGICAL STEPS
D.	MANUAL DIVISIONS
E.	TERMINOLOGY
F.	COMPUTER DISC
CHAPTER 2. INITIAL PROCEDURES
A.	GENERAL INSTRUCTIONS
	1. Initial Contact 2. Potential Conflicts 3. Initial Conference 4. Safe Deposit Box 5. Monitoring Estates 6. Circular 230 Disclosure
B.	INITIAL PROCEDURE CHECKLIST
	1. Personal Representative
C.	COURT FORMS
	1. Certificate of Witness 2. Certificate of Witnesses 3. Petition for Order Admitting Will [and Codicil] to Probate, Granting Nonintervention Powers (Bond Waived)[(Bond Required)] 4. Petition for Letters of Administration 5. Order Admitting Will [and Codicil] to Probate, Granting Nonintervention Powers 6. Order Granting Letters of Administration 7. Oath of Personal Representative 8. Notice of Appointment and Pendency of Probate Proceedings 9. Certificate of Mailing Notice of Appointment and Pendency of Probate Proceedings 10. Probate Notice to Creditors 11. Declination and Waiver by Surviving Spouse/Registered Domestic Partner and Request for Appointment of Personal Representative 12. Declination to Act as Personal Representative 13. Waiver of Notice of Hearing on Petition for Appointment of Personal Representative 14. Notice of Hearing on Petition for Appointment of Personal Representative 15. Certificate of Mailing Notice of Hearing on Petition for Appointment of Personal Representative 16. Motion and Order Appointing Guardian ad Litem 17. Motion and Order Waiving Appointment of Guardian ad Litem 18. Appointment and Acceptance of Resident Agent 19. Petition for Order Granting Nonintervention Powers at Time of Appointment of Personal Representative 20. Order Granting Nonintervention Powers 21. Waiver of Notice of Intention to Petition for Nonintervention Powers and of Hearing on Petition for Order Granting Nonintervention Powers 22. Notice of Intention to Petition for Nonintervention Powers at Time of Appointment of Personal Representative 23. Certificate of Mailing Notice of Intention to Petition for Nonintervention Powers at Time of Appointment of Personal Representative
D.	OFFICE FORMS
	1. Initial Probate Word Processing Instructions 2. Asset and Liability Information 3. Master Information List 4. Receipt for Documents 5. Personal Representative's Cash Accounting Book 6. Inventory of Safe Deposit Box 7. Personal Representative's Work Diary 8. Authorization for Release of Information 9. Personal Representative's Record Review Worksheet 10. Personal Representative's Booklet
E.	LETTERS
	1. To Client or Family Member Sending Estate Asset Information Sheet 2. To Witness to Will Sending Affidavit 3. To Clerk of Court Sending Initial Papers for Filing When Hearing Required 4. To Interested Party Sending Notice of Hearing 5. To Clerk of Court Sending Initial Papers for Filing and Entry 6. To Newspaper Sending Probate Notice to Creditors 7. To Heir or Distributee Sending Notice 8. To IRS to Apply for Tax Identification Number 9. To IRS Sending Notice Concerning Fiduciary Relationship (IRS Form 56) 10. To DSHS Enclosing Probate Notice to Creditors 11. To Department of Revenue Sending Notification of Appointment of Personal Representative 12. To Personal RepresentativeProbate Letter 13. To Personal Representative Enclosing Personal Representative's Booklet
F.	FURNISHED FORMS
	1. Application for Employer Identification Number (IRS Form SS-4).; 2. Order for Certified Copy of Death Certificate (Seattle/King County). 3. Application for Certified Copy of Death Certificate (Washington State) 4. Notice Concerning Fiduciary Relationship (IRS Form 56) 5. King County Superior Court Case Assignment Designation and Case Information Cover Sheet 6. Washington Court Case Cover Sheet 7. Request for Taxpayer Identification Number and Certification (IRS Form W-9)
CHAPTER 3. INVENTORY AND APPRAISEMENT
A.	GENERAL INSTRUCTIONS
	1. Inventory and Appraisement 2. Classification (a) Probate Assets (b) Nonprobate Assets 3. Community and Separate Property 4. Encumbrances 5. Disclaimed Assets
B.	PROCEDURE CHECKLIST
C.	COURT FORMS
	1. Motion and Order Extending Time to Make Inventory and Appraisement 2. Notice of Filing Inventory and Appraisement 3. Certificate of Mailing Notice of Filing Inventory and Appraisement 4. Inventory and Appraisement Cover Sheet
D.	OFFICE FORMS
	1. Asset List 2. Cover Sheet for Inventory and Appraisement and List of Nonprobate Assets 3. Letters Request
E.	LETTERS
	1. To Appraiser Requesting Appraisal 2. To Personal Representative to Review Property Schedules and Inventory
F.	EXAMPLES
	1. Property Schedules Wth Values (Cover Sheet) 2. Inventory and Appraisement Cover Sheet 3. Inventory and Appraisement
CHAPTER 4. REAL ESTATE
A.	GENERAL INSTRUCTIONS
	1. Definition 2. Legal Description 3. Inventory and Appraisement Description (a) Type of Property and Improvements (b) Legal Description (c) Street Address 4. Appraisal (a) Appraiser (b) Encumbrances 5. Distribution (a) Deed (b) Personal Representative's Assignment of Purchaser's or Seller's Interest in Real Estate Contract and Deed (c) Excise Tax 6. Resource
B.	LETTERS
	1. To County Treasurer Transmitting Real Estate Documents
C.	OFFICE FORMS
	1. Special Warranty Deed (Personal Representative's Deed) 2. Quitclaim Deed (Transfer From Personal Representative to Distributee) 3. Statutory Warranty Fulfillment Deed 4. Signature(s) and Acknowledgments)
D.	FURNISHED FORMS
	1. Real Estate Excise TaxAffidavit 2. List of Real Estate Excise Tax Exemption Codes 3. King County Recorders Office Recording Fees
CHAPTER 5. STOCKS AND BONDS
A.	GENERAL INSTRUCTIONS
	1. Introduction 2. Stocks (a) Inventory and Appraisement Description (b) Appraisal (c) Distribution 3. Bonds (a) Inventory and Appraisement Description (b) Appraisal (c) Distribution 4. Sale
B.	PROCEDURE CHECKLIST
C.	OFFICE FORMS
	1. Requirements for Transfer of Securities
D.	LETTERS
	1. To Investment Advisor to Obtain Brokerage Account Information 2. Securities Account Information Request (Enclosure) 3. To Corporation Registrarto Verify Number of Shares of Stock 4. To Transfer Agent Requesting Transfer Requirements 5. To Investment Advisor Conveying Personal Representative's Instructions 6. To Personal Representative Sending Stock Transfer Requirements for Signature 7. To Transfer Agent Sending Stock Certificates 8. To Transfer Agent Sending Stock Transfer Requirements
E.	FURNISHED FORMS
	1. Irrevocable Stock/Bond Power 2. Affidavit of Domicile and Debts 3. Request for Taxpayer Identification Number and Certification (IRS Form W-9) 4. Request to Reissue United States Savings Bonds 5. Request by Fiduciary for Distribution of United States Treasury Securities 6. Disposition of Treasury Securities Belonging to a Decedent's Estate Being Settled Without Administration
F.	EXAMPLES
	1. Securities Valuation
CHAPTER 6. MORTGAGES, NOTES, AND CASH
A.	GENERAL INSTRUCTIONS
	1. Introduction 2. Mortgages, Notes, and Contracts (a) Inventory and Appraisement Description (b) Appraisal (c) Distribution 3 Cash in Possession (a) Inventory and Appraisement Description (b) Appraisal 4. Cash in Financial Organizations (a) Inventory and Appraisement Description (b) Appraisal (c) Distribution 5. Uncashed Checks (a) Inventory and Appraisement Description (b) Appraisal (c) Distribution
B.	LETTERS
	1. To Debtorto Obtain Indebtedness Information 2. Indebtedness Information Request (Enclosure) 3. To Financial Institution to Obtain Account Information 4. Account Information Request (Enclosure)
C.	OFFICE FORMS
	1. Personal Representative's Assignment of Purchaser's Interest in Real Estate Contract and Deed 2. Personal Representative's Assignment of Seller's Interest in Real Estate Contract and Deed 3. Personal Representative's Assignment of Deed of Trust
CHAPTER 7. INSURANCE
A.	GENERAL INSTRUCTIONS
	1. Introduction 2. Inventory and Appraisement (a) Description (b) Appraisal 3. Distribution
B.	PROCEDURE CHECKLIST
	1. Collection of Proceeds
C.	LETTERS
	1. To Insurance Company Requesting Form 712 2. To Insurance Company for Requirements to Collect Proceeds 3. To Insurance Company Sending Requirements for Collection of Proceeds 4. To Beneficiaries Sending Proceeds and Receipt
D.	FURNISHED FORMS
	1. Life Insurance Statement (IRS Form 712)
CHAPTER 8. MISCELLANEOUS PROPERTY
A.	GENERAL INSTRUCTIONS
	1. Introduction 2. Tangible Personal Property (a) Furniture and Household Goods (b) Motor Vehicles (c) Aircraft (d) Boats (e) Other Tangible Personal Property 3. Intangible Property (a) Insurance on Life of Others (b) Accounts Receivable (c) Business Interests (d) Employment Benefits (e) Individual Retirement Accounts (f) Death Benefits (g) Other Intangible Property
B.	PROCEDURE CHECKLIST
	1. Distribution of Tangible Personal Property Among Beneficiaries
C.	LETTERS
	1. To Obtain Decedent's Interest in Business or Partnership 2. To Obtain Decedent's Interest in Limited Partnership 3. To Employer Regarding Employment Benefits 4. To Employer Regarding Pension Plan 5. To Obtain Value

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