[WSBAPT] Filing a probate in Chelan County with a partial revocation of will

Lewis, Amy C. ALewis at Eisenhowerlaw.com
Tue Jan 26 09:51:39 PST 2016


You only have to publish the notice to creditors in the county of residence, not the county where the probate is filed.


Amy C. Lewis, Attorney

[cid:logo4278b3]

ESTATE PLANNING & PROBATE

1200 Wells Fargo Plaza | 1201 Pacific Avenue | Tacoma, WA 98402
phone 253.572.4500 | fax 253.272.5732 | www.eisenhowerlaw.com<http://www.eisenhowerlaw.com/>

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Setareh Mahmoodi
Sent: Monday, January 25, 2016 6:39 PM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Filing a probate in Chelan County with a partial revocation of will

I would recommend you look into filing the probate in King and then just doing a notice to creditors in both King and Chelan County. That way you can keep costs down plus I would imagine being familiar with King county will make life easier for you.

Setareh

On Mon, Jan 25, 2016 at 11:47 AM, Lovie Bernardi <lovie at sbfirm.com<mailto:lovie at sbfirm.com>> wrote:
Dear listmates,

I am filing a joint probate for the estates of a husband and wife in Chelan County. The daughter is named as the backup Personal Representative in both wills. In both wills, the same portions are stricken by hand, signed and dated. The stricken portions concern contingent beneficiaries (charities) who would take under the will if the daughter did not survive. Applying the factors set forth in In re Estate of Malloy, 143 Wn.2d 316, these changes are revocations, not alterations and need not comply with the formalities required for the execution of wills. Question: Is this a situation where it would be advisable to present in person? I had hoped to e-file to keep costs down (my office is in Seattle), then I received a copy of the wills from the client and saw the alterations. I’m not sure how common this situation is and how the commissioner will react. Any suggestions on the best way to proceed? The daughter is the only heir.

Lovie L. Bernardi
Flaherty & Bernardi, PLLC
216 First AVE S, #450
Seattle, WA  98104
(206) 682-2616<tel:%28206%29%20682-2616>

lovie at sbfirm.com<mailto:joni at sbfirm.com>
http://sbfirm.com<http://sbfirm.com/>

**********
This e-mail may contain information that is privileged, confidential or otherwise protected from disclosure. If you are not the intended recipient or otherwise have received this message in error, you are not authorized to read, print, retain, copy or disseminate this message or any part of it. If you are not the intended recipient or otherwise have received this message in error, please notify us immediately by e-mail, discard any paper copies and delete all electronic files of the message.  Circular 230 Notice:  This communication may not be used by you or any other person or entity for the purpose of avoiding any federal tax penalties.


_______________________________________________
WSBAPT mailing list
WSBAPT at lists.wsbarppt.com<mailto:WSBAPT at lists.wsbarppt.com>
http://mailman.fsr.com/mailman/listinfo/wsbapt



--

Please always call 206-683-1006 or email before dropping by the office as I could be in court or meetings. Thanks!

Best regards,



Setareh Mahmoodi

Attorney at Law

18222 104th Ave NE, Suite 103

Bothell, WA 98011

Phone: 425-806-1500

Cell: 206-683-1006

Fax: 425-489-4142 (Please email documents if at all possible)

Website: http://www.lawofficesofsm.com/



CONFIDENTIALITY NOTICE: This email message and any attachments is a transmission from the law firm and is intended for the recipient only.  It may contain information that is confidential and legally protected by the attorney-client, work product and/or other privileges.  If you are not the designated or intended recipient, please destroy the message without disclosing any of its contents and notify us immediately by reply email or by calling (425) 806-1500.

Pursuant to U.S. Treasury Department Regulations, we are now required to advise you that, unless otherwise expressly indicated, any federal tax advice contained in this communication, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.

 IMPORTANT/CONFIDENTIAL: This e-mail message (and any attachments accompanying it) may contain confidential information, including information protected by attorney-client privilege. The information is intended only for the use of the intended recipient(s). Delivery of this message to anyone other than the intended recipient(s) is not intended to waive any privilege or otherwise detract from the confidentiality of the message. If you are not the intended recipient, or if this message has been addressed to you in error, do not read, disclose, reproduce, distribute, disseminate or otherwise use this transmission. Rather, please promptly notify the sender by reply e-mail, and then destroy all copies of the message and its attachments, if any.

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20160126/126af73c/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: logo4278b3
Type: image/png
Size: 22687 bytes
Desc: logo4278b3
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20160126/126af73c/logo4278b3.png>


More information about the WSBAPT mailing list