Casemaker Libra

Washington Probate Procedure and Tax Manual with Forms

Publication Year: 3d ed. 2009   Publication Type: Deskbook

Description:

This two-volume manual provides a comprehensive system for handling the administration of a typical estate in Washington state, and comes with over 300 downloadable interactive forms, checklists, and sample letters.

Note: No physical product will be shipped to you when you subscribe to this deskbook. Access to this deskbook is online only by annual subscription. The forms that come with this deskbook are also online (downloadable) only; no physical CD of forms will be sent to you. To order a print copy of this deskbook with CD of forms, click here.

Authors:
Robert S. Mucklestone, Perkins Coie LLP

Table of Contents:

	Title
	Index to Forms
	Chapter 1 Introduction   A. USE AND ORGANIZATION OF MANUAL B. TYPES OF ADMINISTRATION   C. CHRONOLOGICAL STEPS   D. MANUAL DIVISIONS   E. TERMINOLOGY   F. COMPUTER DISC
	Chapter 2 Initial Procedures A. GENERAL INSTRUCTIONS B. INITIAL PROCEDURE CHECKLIST C. COURT FORMS D. OFFICE FORMS E. LETTERS F. FURNISHED FORMS
	Chapter 3 Inventory and Appraisement A. GENERAL INSTRUCTIONS   B. PROCEDURE CHECKLIST C. COURT FORMS D. OFFICE FORMS E. LETTERS F. EXAMPLES
	Chapter 4 Real Estate A. GENERAL INSTRUCTIONS B. LETTERS C. OFFICE FORMS D. FURNISHED FORMS
	Chapter 5 Stocks and Bonds A. GENERAL INSTRUCTIONS   B. PROCEDURE CHECKLIST C. OFFICE FORMS D. LETTERS E. FURNISHED FORMS F. EXAMPLES
	Chapter 6 Mortgages Notes and Cash A. GENERAL INSTRUCTIONS B. LETTERS   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 B. PROCEDURE CHECKLIST C. LETTERS D. FURNISHED FORMS
	Chapter 8 Miscellaneous Property A. GENERAL INSTRUCTIONS B. PROCEDURE CHECKLIST C. LETTERS D. FURNISHED FORMS
	Chapter 9 Transfers A. GENERAL INSTRUCTIONS
	Chapter 10 Powers of Appointment   A. GENERAL INSTRUCTIONS
	Chapter 11 Annuities A. GENERAL INSTRUCTIONS B. LETTERS
	Chapter 12 Out-of-State Property-Ancillary Administration   A. GENERAL INSTRUCTIONS B. OFFICE FORMS C. LETTERS
	Chapter 13 Debts and Expenses A. GENERAL INSTRUCTIONS B. PROCEDURE CHECKLIST C. COURT FORMS D. LETTERS E. EXAMPLES
	Chapter 14 Accounting A. GENERAL INSTRUCTIONS B. PROCEDURE CHECKLIST C. LETTERS D. EXAMPLES
	Chapter 15 Taxes A. DECEDENT'S INDIVIDUAL INCOME TAX B. ESTATE INCOME TAX C. FEDERAL AND STATE ESTATE TAXES
	Chapter 16 Miscellaneous Court Proceedings A. GENERAL INSTRUCTIONS B. COURT FORMS C. LETTERS
	Chapter 17 Closing A. PROCEDURE CHECKLIST B. COURT FORMS C. OFFICE FORMS D. LETTERS E. EXAMPLES
	Chapter 18 Nonprobate Administration   A. GENERAL INSTRUCTIONS B. PROCEDURE CHECKLIST C. COURT FORMS D. OFFICE FORMS E. LETTERS F. EXAMPLES
	Chapter 19 Transfer by Affidavit   A. GENERAL INSTRUCTIONS B. PROCEDURE CHECKLIST C. OFFICE FORMS D. LETTERS E. EXAMPLES
	Chapter 20 Adjudication of Testacy or Intestacy and Heirship   A. GENERAL INSTRUCTIONS B. PROCEDURE CHECKLIST C. COURT FORMS D. OFFICE FORMS E. LETTERS
	Chapter 21 Nonresident-Ancillary Administration   A. GENERAL INSTRUCTIONS B. PROCEDURE CHECKLIST C. COURT FORMS D. OFFICE FORMS E. LETTERS
	Chapter 22 Special Assistance to Client, Heirs, and Beneficiaries   A. GENERAL INSTRUCTIONS B. LETTERS
	Chapter 23 General Information A. HEIR CHARTS   B. WHERE TO WRITE FOR VITAL RECORDS   C. GLOSSARY   D. TABLE OF COURT FORMS   E. TABLE OF FURNISHED FORMS   F. WASHINGTON COUNTIES AND NEWSPAPERS PUBLISHING LEGAL NOTICES
	Appendix A Relevant Washington Statutes
	Appendix B Frequently Used Websites
	Table of Statutes