| Estate of |
Date Due |
Date Completed |
|
| Date of Death | |||
| County | |||
| Case No. | |||
| Certified Copy of Death Certificate | |||
| Will | |||
| Affidavit of Subscribing Witnesses | |||
| Petition for Letters & Nonintervention Powers | |||
| Bond | |||
| Designation of Resident Agent | |||
| Notice of Hearing | |||
| Proposed Order | |||
| Oath of Personal Representative | |||
| Probate Notice to Creditors | |||
| Case Information Sheet | |||
| Letters | |||
| Petition Granted/PR Appointed | |||
| Notice of Appointment to Heirs & Bfs (by 20 days after Appt.) | |||
| Decl/Mailing of Notice of Appt. | |||
| Probate Notice to Creditors to Legal Paper | |||
| Probate Notice to Creditors Date of First Publication | |||
| Expiration of Creditor’s Claim Period | |||
| Probate Creditors Notice to WDSHS & Decl/Mailing | |||
| Notice of Appt. to WDRev & Decl/Mailing (by 60 days after Appt.) | |||
| Prob. Notice to Creditors Affidavit of Publication | |||
| Reasonable Review for Decedent’s Creditors | |||
| Actual Notice to Creditors (by 3 months after First Publication) | |||
| Decl/Mailing of Actual Notices | |||
| Disposing of Creditor’s Claims (after expiration of Creditor’s Claim period) | |||
| Inventory (by 90 days after Appt.) | |||
| IRS Form SS-4 (EIN) | |||
| IRS Form 56 (Notice to IRS) | |||
| Decedent’s Form 1040 (Individual Income Tax) | |||
| Estate’s Form 1041 (Estate’s Income Tax) | |||
| Estate’s Schedule K-1s | |||
| Six Months from Date of Death (Alternate Evaluation) | |||
| Nine Months from Date of Death (Disclaimers, Elections, & 706 Due) | |||
| Fed. Estate Tax Form 706 (by 9 months after DOD) | |||
| WA Estate Tax Return (w/706) (by 9 months after DOD) | |||
| IRS Closing Letter Received | |||
| IRS Closing Letter Filed with Court | |||
| IRS Closing Letter Filed with WDRev | |||
| WDRev Estate Tax Release Received | |||
| WDRev Estate Tax Release filed with Court | |||
| Declaration of Completion | |||
| Notice of Filing of Declaration of Completion | |||
| Decl/Mailing of Notice of Filing (by 5 days after filing) | |||
| Final Distribution Period (5 business days after 30 days after filing) | |||
| Receipts by Heirs or Bfs | |||