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RCW 11.76.010

Reports of personal representativeFormsContentsFailure to timely report.

(1) Not later than 30 days after the date of appointment, the personal representative shall make, verify by his or her oath, and file with the clerk of the court a report confirming notice to third parties. The report shall contain the names and addresses of each heir, legatee, devisee, beneficiary, and transferee to which the personal representative provided notice of their appointment and pendency of the probate in accordance with RCW 11.28.237, the details of the personal representative's search to identify such persons, and the date and manner in which notice was provided. The personal representative's report confirming notice to third parties shall be substantially in the following form:
IN THE SUPERIOR COURT OF THE
STATE OF WASHINGTON IN AND FOR THE
COUNTY OF  . . . . . . . . .
In the Matter of the Estate of:
. . . . . . . . . .,
Deceased
No.  . . . . . . . .
DECLARATION AND REPORT OF . . . ., PERSONAL REPRESENTATIVE, CONFIRMING NOTICE TO THIRD PARTIES
(RCW 11.76.010(1))
I, . . . ., Personal Representative of the above-captioned estate, submit this declaration and report confirming that notice of my appointment and the pendency of this probate has been provided to all reasonably known heirs, legatees, devisees, beneficiaries, and transferees of this estate.
DECLARATION OF . . . .
I, . . . ., being over the age of 18 years, make the following declaration of my own personal knowledge and under penalty of perjury under the laws of the State of Washington.
1. I am the Personal Representative of the above-captioned estate.
2. I understand I have a duty to provide notice of my appointment, and notice of the pendency of this probate, to all reasonably known heirs, legatees, devisees, beneficiaries, and transferees of this estate.
3. In order to identify all heirs, legatees, devisees, beneficiaries, and transferees of this estate, I performed the following actions:
a. . . . .
b. . . . .
c. . . . .
4. As a result of the above actions, I identified the following persons, who represent all known heirs, legatees, devisees, beneficiaries, and transferees of this estate [include name, relationship to decedent, and address]:
a. . . . .
b. . . . .
c. . . . .
5. I provided notice of my appointment and the pendency of this probate to each of the above persons as follows [include date notice was provided, manner in which notice was provided, and any acknowledgment of notice received]:
a. . . . .
b. . . . .
c. . . . .
6. [If applicable, additional relevant information and affidavits regarding notice to third parties].
I declare under penalty of perjury under the laws of the State of Washington that the foregoing is true and correct.
SIGNED on [date] at [city, state]
_____________________
[Signature and name]
(2) Not later than 30 days after opening any financial account to collect and pay out sums on behalf of the estate, the personal representative shall make, verify by his or her oath, and file with the clerk of the court a report of the estate financial account. The report shall contain the date the account was opened, the financial institution holding the account, and each signatory on the account. The personal representative's report of the estate financial account shall be substantially in the following form:
IN THE SUPERIOR COURT OF THE
STATE OF WASHINGTON IN AND FOR THE
COUNTY OF  . . . . . . . . .
In the Matter of the Estate of:
. . . . . . .,
Deceased
No.  . . . . . . . .
DECLARATION AND REPORT OF . . . ., PERSONAL REPRESENTATIVE, REGARDING ESTATE FINANCIAL ACCOUNT
(RCW 11.76.010(2))
I, . . . ., Personal Representative of the above-captioned estate, submit this declaration and report regarding the estate financial account opened to collect and pay out sums on behalf of this estate.
DECLARATION OF . . . .
I, . . . ., being over the age of 18 years, make the following declaration of my own personal knowledge and under penalty of perjury under the laws of the State of Washington.
1. I am the Personal Representative of the above-captioned estate.
2. On . . . ., an estate financial account was opened to collect and pay out sums on behalf of this estate.
3. The financial institution holding the estate financial account is . . . .
4. The signatory on the estate financial account is . . . .
5. [If applicable, additional relevant information regarding the estate financial account].
I declare under penalty of perjury under the laws of the State of Washington that the foregoing is true and correct.
SIGNED on [date] at [city, state]
_____________________
[Name of personal representative]
(3)(a) Not less frequently than annually from the date of appointment, unless a final report has theretofore been rendered, the personal representative shall make, verify by his or her oath, and file with the clerk of the court a report of the affairs of the estate. Such report shall contain a statement of the claims filed and allowed and all those rejected, and if it be necessary to sell, mortgage, lease, or exchange any property for the purpose of paying debts or settling any obligations against the estate or expenses of administration or allowance to the family, he or she may in such report set out the facts showing such necessity and ask for such sale, mortgage, lease, or exchange; such report shall likewise state the amount of property, real and personal, which has come into his or her hands, and give a detailed statement of all sums collected by him or her, and of all sums paid out, and it shall state such other things and matters as may be proper or necessary to give the court full information regarding any transactions by him or her done or which should be done.
(b) Regardless of the date of appointment, the court or any interested person may request that the personal representative file a report as described in this subsection (3). Unless the court finds that the request would impose an undue burden on the personal representative or orders the report be filed by a different date, the personal representative shall make, verify, and file with the clerk of the court such report not later than 90 days after such request. The personal representative shall not be required to file more than two such reports per year.
(4) The personal representative may at any time make, verify, and file any reports which in his or her judgment would be proper and shall make, verify, and file any other reports the court may order to be made.
(5) If the personal representative fails to timely file a report under this section, upon request of the court or any interested person, within 14 days the court shall hold a formal proceeding in which the personal representative shall appear and provide sworn testimony regarding the facts that would be contained within the report. The personal representative's failure to appear at the formal proceeding, failure to testify truthfully and completely at the formal proceeding, or repeated failure to timely file a report under this section, shall result in the court taking any action it deems just and proper to protect estate assets and rights of interested persons including, but not limited to, imposition of sanctions against the personal representative and revocation of the personal representative's letters. The personal representative or the court shall thereafter provide a copy of the court's order to each known heir, legatee, devisee, beneficiary, and transferee of the estate.
[ 2026 c 204 s 10; 2010 c 8 s 2061; 1965 c 145 s 11.76.010. Prior: 1917 c 156 s 159; RRS s 1529; prior: Code 1881 s 1544; 1854 p 296 s 167.]