WA-Probate > Probate-Litigation > Status Report after Twelve Months of Appointment

H.  Obtaining Information about the Estate & Especially Its Readiness to Close --- Status Report after Twelve Months of Appointment

See also: Obtaining a Copy of the Inventory & Appraisement after Three Months of Appointment.

For traditional estates (ie, "Court intervention" estates), a Personal Representative is required to close the estate within twelve months of his/her appointment or file a Status Report reporting his/her actions taken since appointment, including:

• Inventory of estate property.

• Accounting of all funds received or paid.

• Any sales, mortgages, leases, or exchanges of property.

• Creditor's Claims filed, allowed, or rejected.

• A statement of what needs to be done to close the estate.

• An estimate of when the estate will be closed.  RCW 11.76.010

For nonintervention estates, any beneficiary who has not received all the property from the estate to which he/she is entitled may petition the Court for an Order requiring the Personal Representative to promptly deliver to that beneficiary a Status Report, including:

• Inventory of estate property.

• Accounting of all property received, paid, or distributed.

• Creditor's Claims filed, allowed, or rejected.

• Any estate, inheritance, or fiduciary income tax returns filed.

• Such other information as the Court may require, such as

  • A statement of what needs to be done to close the estate, and

  • An estimate of when the estate will be closed.  RCW 11.68.065

To review a typical Status Report, also known as an Interim Report or a Report of Affairs of Estate, see:

or

 A beneficiary may file such a Petition after one year following the Personal Representative's:

• Appointment, or
   

• Last delivery of a Status Report.

See:

and

and

and

Surprisingly, this statute expressly provides only for "beneficiaries" and not for "heirs."  Presumably, this right extends to heirs as well.

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