[SPAM] RE: [WSBAPT] retrieving decedent's laptop

[Beth McDaniel]

Good points.  Yes, all personal property is owned by the Trust.

 

Beth A. McDaniel

Law Offices of Beth A. McDaniel, PLLC

272 Hardie Avenue SW

Renton, WA 98057

(425) 251-8880

fax:(425) 336-2505

www.bethmcdaniel.com <http://www.bethmcdaniel.com/> 

beth at bethmcdaniel.com

 

This communication contains confidential information and may be
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From: wsbapt-owner at lists.wsbarppt.com
[mailto:wsbapt-owner at lists.wsbarppt.com] On Behalf Of Donna Calf Robe
Sent: Thursday, July 24, 2014 12:42 PM
To: wsbapt at lists.wsbarppt.com
Subject: RE: [WSBAPT] retrieving decedent's laptop

 

Beth,

I don’t handle that many RLT’s, but my first impression is that daughter,
even as successor trustee, does not have the right to change father’s
mailing address, or request his past returns from the IRS.  For that power
I would think she would need to be appointed as the PR of his estate.  Was
the laptop owned by his trust?  

 

Donna

 

Donna M. Calf Robe

Attorney at Law

2722 Eastlake Avenue East, Ste 200

Seattle, WA 98102-3143

206-324-4300, ext. 113

206-324-3106 (fax)

 <mailto:donnac at dussaultlaw.com> donnac at dussaultlaw.com

 

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From: wsbapt-owner at lists.wsbarppt.com
[mailto:wsbapt-owner at lists.wsbarppt.com] On Behalf Of Beth McDaniel
Sent: Thursday, July 24, 2014 12:30 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] [SPAM] retreiving decedent's laptop

 

Mates,

 

I have a case of first impression to me and would appreciate advice.
Facts:  Decedent died two weeks ago.  Decedent married his long-time
girlfriend on 7/7/14.  Decedent resided at girlfriend/now wife’s
residence.  Daughter is successor trustee of Decedent’s RLT.  Although
wife and daughter amicably worked on the funeral together, wife now
refuses to allow daughter to access her father’s personal effects,
including his laptop computer.  In fact, wife called police when daughter
requested access into the house. Daughter waited for police and was told
that she would have to sue wife.

 

Daughter is adamant that father kept no paper and that all of his
financial information is on his password protected computer.  

 

Among other advice, I have advised daughter to change her father’s mailing
address and to request past returns from the IRS.

 

Additional thoughts?

 

Beth A. McDaniel

Law Offices of Beth A. McDaniel, PLLC

272 Hardie Avenue SW

Renton, WA 98057

(425) 251-8880

fax:(425) 336-2505

www.bethmcdaniel.com <http://www.bethmcdaniel.com/> 

beth at bethmcdaniel.com

 

This communication contains confidential information and may be
attorney/client privileged.  If you are not the intended recipient, or
believe you have received this communication in error, please reply to the
sender stating that fact and delete the copy you received.

 

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Bar Association nor its officers or agents. 

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Information provided on this list should not be considered legal advice.
As with all lists - let the reader beware! No warranties or
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All opinions and comments in this message represent the views of the
author and do not necessarily have the endorsement of the Washington State
Bar Association nor its officers or agents. 

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