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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:

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:

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

 

Status Report (With Will) (ie, Report of Affairs of Estate) & Declaration of Mailing form.

 

or

 

Status Report (Without Will) (ie, Report of Affairs of Estate) & Declaration of Mailing form.

 

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

See:

Petition for Order Directing Personal Representative to Deliver Report of Affairs of Estate (ie, Status Report) form.

 

and

 

Notice of Hearing on Petition for Order Directing Personal Representative to Deliver Report of Affairs of Estate form.

 

and

 

Order Directing Personal Representative to Deliver Report of Affairs of Estate form.

 

and

 

Declaration of Mailing of Order Directing Personal Representative to Deliver Report of Affairs of Estate form.

 

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

 

 

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