[WSBAPT] Will references property in foreign country; Duty of PR to search
Setareh Mahmoodi
mahmoodi.setareh at gmail.com
Mon Feb 13 18:33:07 PST 2017
Theresa,
I would suggest hiring a company to do a property search, in order to avoid
issues with the heirs, if they insist the PR continue searching for the
properties and you close, they may object and complicate the process. The
legal fees and headache associated with that might be higher than hiring a
company to do the work. For the Canada properties, you may be able to have
an escrow company run a search by the decedent's name and info for free or
minimal cost.
Hope that helps!
Setareh
On Sat, Feb 11, 2017 at 1:59 PM, Theresa Nguyen <theresa at tnguyenlaw.com>
wrote:
> Hello parties,
>
> I represent PR of a pending probate. Will provides that the beneficiaries
> get certain property “in China” and property in “Canada”. However, the will
> does not specifically provide where the property is located or what
> property.
>
> PR has tried to search for it - just by going through decedent’s papers
> and documents from his house. However she has not been able to find
> anything. Not even a trail in bank records or tax documents to show any
> income or taxes paid to any property in these countries.
>
> The Will was executed in 2010. PR wants to close probate. Some heirs
> insist she search for the property further, but she doesn’t want to pay or
> know where to start.
>
> My question is to what extent does the PR have to search for the property,
> what would be considered diligence on part of our firm in searching for the
> property, and would it now be appropriate to close probate with any further
> search?
>
> Thank you!
>
> Sincerely,
>
> *Theresa Nguyen, J.D., LL.M.*
> *Law Office of Theresa Nguyen, PLLC*
> 707 S Grady Way, Suite 600 | Renton, WA 98057
> Ph. *425.998.7295 <(425)%20998-7295>* | Fax *425.420.2695
> <(425)%20420-2695>*
> *www.tnguyenlaw.com <http://www.tnguyenlaw.com>* | *theresa at tnguyenlaw.com
> <theresa at tnguyenlaw.com>*
>
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>
>
>
> On Feb 10, 2017, at 12:00 PM, wsbapt-request at lists.wsbarppt.com wrote:
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> Today's Topics:
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> 1. Re: Are we organizing an effort to stop this... (Karen E. Boxx)
> 2. Re: Are we organizing an effort to stop this... (Orr, Heidi)
> 3. Re: Are we organizing an effort to stop this... (Patrick Galloway)
> 4. Ancillary Probate Inventory (Spencer Stromberg)
> 5. Bank requires both co-PRs on account (Melinda)
> 6. Re: Ancillary Probate Inventory (Mark Vohr)
> 7. Re: Bank requires both co-PRs on account (Schmidt & Yee)
> 8. Re: Bank requires both co-PRs on account (Lisa Schuchman)
> 9. Re: Bank requires both co-PRs on account (Sara D. Longley)
> 10. Off Topic referral (Sangeeta Saigal)
> 11. Re: Off Topic referral (Findley, Daniel G.)
> 12. FW: Ancillary Probate Inventory (Thomas M. Culbertson)
> 13. Re: Off Topic referral (Kailei Feeney)
> 14. Re: Off Topic referral (deborah at neillaw.com)
> 15. Re: Off Topic referral (Sangeeta Saigal)
> 16. Re: Is SS liable on note that decedent co-signed on?
> (Paul Neumiller)
> 17. Re: Bellingham-area estate planning attorney (Valerie Ohlstrom)
> 18. Re: Is SS liable on note that decedent co-signed on?
> (Roger Hawkes)
>
>
> ----------------------------------------------------------------------
>
> Message: 1
> Date: Thu, 9 Feb 2017 23:21:01 +0000
> From: "Karen E. Boxx" <kboxx at uw.edu>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Are we organizing an effort to stop this...
> Message-ID:
> <DM5PR08MB261799903091B916D5B913F0C4450 at DM5PR08MB2617.
> namprd08.prod.outlook.com>
>
> Content-Type: text/plain; charset="us-ascii"
>
> This message was posted on the Elder Law section listserv today, and gives
> information about how to give input on the proposal.
>
> karen
>
> Dear Elder Law Section Members,
>
> On behalf of the WSBA Elder Law Section Executive Committee, I would like
> to thank you for the feedback many of you have been providing with regard
> to this very important issue of the proposed expansion of the LLLT program
> into Elder Law ("Estate and Health Care"). Whether you support or oppose
> this program, it is very likely to have an impact in the area of Elder
> Law. The vast majority of the responses have been to present objections to
> the proposed expansion, but there may very well be those members who
> support the proposal as well. As you should all be aware, since 2012, the
> Section Executive Committee has sent two official responses in opposition
> to the LLLT program and its possible expansion into the practice area of
> Elder Law. The Section Executive Committee intends to provide another
> official response to the latest proposed expansion of the LLLT program into
> Elder Law ("Estate and Health Care") in the coming weeks, and we would very
> much like the valuable input of!
> our membership, whether it be in support of or opposition to the proposal.
>
> While the feedback on the list serve is helpful for the Section Executive
> Committee to have in formulating a response consistent with the concerns of
> our membership, it would be even more helpful for members to prepare formal
> signed letters in either support or opposition to the program. If you have
> an opinion about the proposed expansion of the LLLT program into Elder Law
> ("Estate and Health Care") that you would like to have presented to the
> LLLT Board and the Supreme Court, please draft, sign, scan, and email a PDF
> copy of your letter to me (Kameron Kirkevold) as Chair of the WSBA Elder
> Law Section. Please send it to me directly as well as to my assistant Kris
> Lopez. Both of our email addresses are cc'd on this email. Please also
> feel free to post your letter to the list if you would like to do so.
>
> Your letter should be addressed to Steve R. Crossland, Chair of the LLLT
> Board at steve at crosslandlaw.net<mailto:steve at crosslandlaw.net>, Ellen
> Reed, LLLT Program Lead at LLLT at wsba.org<mailto:LLLT at wsba.org> and to
> Susan L. Carlson, Clerk of the Supreme Court at Supreme at courts.wa.gov
> <mailto:Supreme at courts.wa.gov>
>
> The Executive Committee will include all of the signed letter responses I
> receive from you along with the Executive Committee's third response. The
> Committee's response, including all of the correspondence I receive, will
> of course be circulated on this list serve.
>
> Very Best Regards,
>
> Kameron L. Kirkevold
> As Chair of the WSBA Elder Law Section
>
>
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.
> wsbarppt.com] On Behalf Of Patrick Galloway
> Sent: Thursday, February 09, 2017 3:16 PM
> To: 'WSBA Probate & Trust Listserv'
> Subject: [WSBAPT] Are we organizing an effort to stop this...
>
> What are we doing to stop the WSBA from allowing LLLT's to practice in our
> field? We need to organize a campaign against this and fast. I guess I have
> had my head in the sand - can anyone enlighten me on the status of this and
> efforts our group has taken to stop it...
>
> See attached explanation from the Bar if you too are hearing this for the
> first time.
>
> Thanks,
>
> Patrick J. Galloway
> Advance Legal Services, PLLC
> 8113 W. Quinault Ave. Suite 101
> Kennewick, WA 99336
> (509) 851-7884
> www.alsnorthwest.com<http://www.alsnorthwest.com/>
> This E-Mail message and any documentation accompanying this transmission
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> ------------------------------
>
> Message: 2
> Date: Thu, 9 Feb 2017 23:37:33 +0000
> From: "Orr, Heidi" <OrrH at LanePowell.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Are we organizing an effort to stop this...
> Message-ID:
> <1F2D42137DC08A469066EF977D30D8FF041D889D at SEA02M1.LPSL.com>
> Content-Type: text/plain; charset="us-ascii"
>
> The RPPT executive committee is meeting tomorrow. This issue is on the
> agenda and we will be discussing how to respond. ACTEC Fellows have also
> volunteered to help RPPT craft a response.
>
> Heidi
>
>
> [http://www.lanepowell.com/wp-content/uploads/LP_Email_Logo.png]
> HEIDI L. G. ORR
> Shareholder Bio<http://www.lanepowell.com/2558/heidi-orr/> | vCard<
> http://www.lanepowell.com/wp-content/uploads/OrrH.vcf>
> orrh at lanepowell.com<mailto:OrrH at LanePowell.com>
> 1420 5th Avenue, Suite 4200
> Seattle, Washington 98111-9402
> D 206.223.7742 <(206)%20223-7742> F 206.223.7107 <(206)%20223-7107>
> LANEPOWELL.COM
> <http://www.lanepowell.com/>
>
>
>
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.
> wsbarppt.com] On Behalf Of Patrick Galloway
> Sent: Thursday, February 9, 2017 3:16 PM
> To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Are we organizing an effort to stop this...
>
> What are we doing to stop the WSBA from allowing LLLT's to practice in our
> field? We need to organize a campaign against this and fast. I guess I have
> had my head in the sand - can anyone enlighten me on the status of this and
> efforts our group has taken to stop it...
>
> See attached explanation from the Bar if you too are hearing this for the
> first time.
>
> Thanks,
>
> Patrick J. Galloway
> Advance Legal Services, PLLC
> 8113 W. Quinault Ave. Suite 101
> Kennewick, WA 99336
> (509) 851-7884
> www.alsnorthwest.com<http://www.alsnorthwest.com/>
> This E-Mail message and any documentation accompanying this transmission
> may contain privileged and/or confidential information and is intended
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> information is strictly prohibited and may result in legal action against
> you. Please reply to the sender advising of the error in transmission and
> immediately delete/destroy the message and any accompanying documents.
> Thank you.
>
> *_Important Disclosures Regarding Email Communications_*
> Advisory services through Retirement Wealth Advisors, Inc., a SEC
> Registered Investment Advisor. This Email is being sent by or on behalf of
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> ------------------------------
>
> Message: 3
> Date: Thu, 9 Feb 2017 16:18:14 -0800
> From: "Patrick Galloway" <patrick at alsnorthwest.com>
> To: "'WSBA Probate & Trust Listserv'" <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Are we organizing an effort to stop this...
> Message-ID: <003101d28333$2c98fc40$85caf4c0$@alsnorthwest.com>
> Content-Type: text/plain; charset="us-ascii"
>
> Thank you Karen and Heidi for the info. I will get a letter in opposition
> sent out and plan to attend the workshop to voice my concerns. I encourage
> everyone on the list to do the same. Basic wills and uncontested probates
> are typically 30 - 80% of my gross revenue in any given month. I enjoy this
> line of work and have sacrificed many years and dollars to be in a position
> to do this for a living. I can almost always see a client on these matters
> within 5 business days of them calling my office. If the WSBA knows of
> anyone who is unable to find a lawyer to provide these services my number
> is
> listed below ;)
>
>
>
> I also work with low income clients to make sure they can afford my
> services. I am having a hard time understanding what the Bar's basis for
> this is.
>
>
>
> Thanks colleagues for allowing me to sound off.
>
>
>
> Patrick J. Galloway
>
> Advance Legal Services, PLLC
>
> 8113 W. Quinault Ave. Suite 101
>
> Kennewick, WA 99336
>
> (509) 851-7884
>
> <http://www.alsnorthwest.com/> www.alsnorthwest.com
>
> This E-Mail message and any documentation accompanying this transmission
> may
> contain privileged and/or confidential information and is intended solely
> for the addressee(s) named above. If you are not the intended
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> information is strictly prohibited and may result in legal action against
> you. Please reply to the sender advising of the error in transmission and
> immediately delete/destroy the message and any accompanying documents.
> Thank you.
>
>
>
> *_Important Disclosures Regarding Email Communications_*
>
> Advisory services through Retirement Wealth Advisors, Inc., a SEC
> Registered
> Investment Advisor. This Email is being sent by or on behalf of a
> Registered
> Investment Advisor. It is intended exclusively for the individual or entity
> to which it is addressed. This communication may contain information that
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> proprietary, privileged, or confidential, or otherwise legally exempt from
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> person. Requests for securities transactions via email will not be executed
> by Retirement Wealth Advisors, Inc. To help protect your privacy, we
> strongly suggest you avoid sending sensitive information, such as account
> numbers and social security numbers via Email. Please be further advised
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> and law enforcement review.
>
>
>
> From: wsbapt-bounces at lists.wsbarppt.com
> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Patrick Galloway
> Sent: Thursday, February 9, 2017 3:16 PM
> To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Are we organizing an effort to stop this...
>
>
>
> What are we doing to stop the WSBA from allowing LLLT's to practice in our
> field? We need to organize a campaign against this and fast. I guess I have
> had my head in the sand - can anyone enlighten me on the status of this and
> efforts our group has taken to stop it.
>
>
>
> See attached explanation from the Bar if you too are hearing this for the
> first time.
>
>
>
> Thanks,
>
>
>
> Patrick J. Galloway
>
> Advance Legal Services, PLLC
>
> 8113 W. Quinault Ave. Suite 101
>
> Kennewick, WA 99336
>
> (509) 851-7884
>
> <http://www.alsnorthwest.com/> www.alsnorthwest.com
>
> This E-Mail message and any documentation accompanying this transmission
> may
> contain privileged and/or confidential information and is intended solely
> for the addressee(s) named above. If you are not the intended
> addressee/recipient, you are hereby notified that any use of, disclosure,
> copying, distribution, or reliance on the contents of this E-Mail
> information is strictly prohibited and may result in legal action against
> you. Please reply to the sender advising of the error in transmission and
> immediately delete/destroy the message and any accompanying documents.
> Thank you.
>
>
>
> *_Important Disclosures Regarding Email Communications_*
>
> Advisory services through Retirement Wealth Advisors, Inc., a SEC
> Registered
> Investment Advisor. This Email is being sent by or on behalf of a
> Registered
> Investment Advisor. It is intended exclusively for the individual or entity
> to which it is addressed. This communication may contain information that
> is
> proprietary, privileged, or confidential, or otherwise legally exempt from
> disclosure. If you are not the named addressee, you are not authorized to
> read, print, retain, copy or disseminate the Email or any part of it. If
> you
> have received this Email in error, please notify the sender immediately by
> Email or fax, and destroy all copies of this communication. Please be
> advised that you may conduct securities transactions only by speaking
> directly with your Investment Advisor Representative either by phone or in
> person. Requests for securities transactions via email will not be executed
> by Retirement Wealth Advisors, Inc. To help protect your privacy, we
> strongly suggest you avoid sending sensitive information, such as account
> numbers and social security numbers via Email. Please be further advised
> that, pursuant to the Bank Secrecy Act, the USA PATRIOT ACT, and similar
> laws, any communication in this email is subject to regulatory,
> supervisory,
> and law enforcement review.
>
>
>
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> ------------------------------
>
> Message: 4
> Date: Thu, 9 Feb 2017 17:29:30 -0800
> From: Spencer Stromberg <spencer at lucentlaw.com>
> To: WSBA <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Ancillary Probate Inventory
> Message-ID:
> <CAGyXgZJCd7+_doqfz4WBVUVj+vCeQEywYpy3b_LPY2PSDw_ZvA at mail.gmail.com>
> Content-Type: text/plain; charset="utf-8"
>
> Good evening, listmates. I have some experience in probate matters, but I'm
> handling my first ancillary probate - an Oregon decedent who owned real
> property in Washington. I'm wondering if the PR's inventory in the
> Washington ancillary probate should include all assets of the estate, or
> just the Washington assets.
>
> Since I can't find any authority on the subject, I'm assuming it's all
> assets. If that assumption is correct, would it be typical to separate out
> the Washington assets from the Oregon assets in the inventory?
>
> Thanks in advance for any replies.
>
> Spencer A. W. Stromberg
> Attorney at Law
>
> 827 W. 1st Avenue, Suite 425
> Spokane, WA 99201-3914
> P: 509.413.1004 <(509)%20413-1004>
> D: 509.828.4644 <(509)%20828-4644>
> F: 509.413.1078 <(509)%20413-1078>
> E: spencer at lucentlaw.com
> Web: www.lucentlaw.com
>
> *Lucent Law provides comprehensive legal services in the areas of real
> estate, business law, and wills, trusts and estates. Additionally, Lucent
> Law's Forms & Essentials online platform
> <http://lucentlaw.com/forms-essentials/> provides defined scope legal
> services that are easy to understand and simple to purchase, all at
> reasonable fixed prices.*
>
> *For news and updates regarding business law, real estate law and estate
> planning issues, please sign up for Lucent Law's News & Updates newsletter
> <https://www.lucentlaw.com/newsletter-sign-up>.*
>
> CONFIDENTIALITY NOTICE: This email and any attachments are confidential and
> may be protected by legal privilege. If you are not the intended recipient,
> be aware that any disclosure, copying or distribution, or use of this email
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> please notify me and delete it from your system.
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> ------------------------------
>
> Message: 5
> Date: Thu, 9 Feb 2017 17:31:13 -0800
> From: Melinda <mkgroutlaw at gmail.com>
> To: wsbapt at lists.wsbarppt.com
> Subject: [WSBAPT] Bank requires both co-PRs on account
> Message-ID: <A5E2F981-D6C9-4DFD-8262-5B886C2421C9 at gmail.com>
> Content-Type: text/plain; charset=us-ascii
>
> Bank wants new revised Letters stating only one co-PR may act
> independently or it will not release decedent's account, nor will it open
> Estate account, without both present to do so, and both signing every
> check, etc.
>
> Thoughts on a windy Thursday?
>
> Misspelled from my iPhone
>
> Melinda
>
> Law Office of Melinda K Grout
> PO Box 1360
> Monroe, WA 98272
> (360) 794-4322. Tel
> (425) 744-6745. Fax
>
> Notice: This message is intended only for the addressee, and may contain
> confidential and/or privileged information. If you are not the intended
> recipient, it is too late to stop reading, but please do not use it for any
> improper purpose.
>
>
>
>
>
>
> ------------------------------
>
> Message: 6
> Date: Fri, 10 Feb 2017 01:43:47 +0000
> From: Mark Vohr <mcv at ohanafc.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Ancillary Probate Inventory
> Message-ID:
> <5A15CEF1BD64974E93535F28F1B1E04E184EAC57 at OHANA100.ofcdomain.local>
> Content-Type: text/plain; charset="utf-8"
>
> Spencer:
>
> An ancillary probate in Washington is administered in
> exactly the same manner as an original probate in Washington. So, the
> inventory should include all the assets of the estate regardless of their
> physical location.
>
> Mark
>
>
>
> Ohana Fiduciary Corp.
> Ohana Financial Services
>
> Mark C. Vohr, J.D., CPG, Principal
> PO Box 33710 Seattle, WA 98133
> T: (206) 782-1189 F: (206) 782-1434
> mcv at ohanafc.com<mailto:mcv at ohanafc.com> www.ohanafc.com<http://
> www.ohanafc.com/>
>
>
>
>
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.
> wsbarppt.com] On Behalf Of Spencer Stromberg
> Sent: Thursday, February 9, 2017 5:30 PM
> To: WSBA <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Ancillary Probate Inventory
>
> Good evening, listmates. I have some experience in probate matters, but
> I'm handling my first ancillary probate - an Oregon decedent who owned real
> property in Washington. I'm wondering if the PR's inventory in the
> Washington ancillary probate should include all assets of the estate, or
> just the Washington assets.
>
> Since I can't find any authority on the subject, I'm assuming it's all
> assets. If that assumption is correct, would it be typical to separate out
> the Washington assets from the Oregon assets in the inventory?
>
> Thanks in advance for any replies.
>
> Spencer A. W. Stromberg
> Attorney at Law
> [https://docs.google.com/a/sullivanstromberg.com/uc?id=
> 0B5Bho_xLWvfVOThHV09PVEhXb3c&export=download]
> 827 W. 1st Avenue, Suite 425
> Spokane, WA 99201-3914
> P: 509.413.1004 <(509)%20413-1004>
> D: 509.828.4644 <(509)%20828-4644>
> F: 509.413.1078 <(509)%20413-1078>
> E: spencer at lucentlaw.com<mailto:spencer at lucentlaw.com>
> Web: www.lucentlaw.com<https://urldefense.proofpoint.com/v2/
> url?u=http-3A__www.lucentlaw.com&d=DQMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-
> v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=hF5GQ5vcwugNko8A-
> qH1flFmvgIjZl_KLKws1JnVwAk&s=KbEJ2ejhr0M15xVHrvoG5k5TBZH5M1
> RFkYbdEaNXIRE&e=>
>
> Lucent Law provides comprehensive legal services in the areas of real
> estate, business law, and wills, trusts and estates. Additionally, Lucent
> Law's Forms & Essentials online platform<https://urldefense.
> proofpoint.com/v2/url?u=http-3A__lucentlaw.com_forms-
> 2Dessentials_&d=DQMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=
> K1mLMC1eFjwfeeMM-AC6zQ&m=hF5GQ5vcwugNko8A-qH1flFmvgIjZl_KLKws1JnVwAk&s=
> KaexluR4_pKl0R6PBu5TnZZgVtTEcuxpkR3__NCaofc&e=> provides defined scope
> legal services that are easy to understand and simple to purchase, all at
> reasonable fixed prices.
>
> For news and updates regarding business law, real estate law and estate
> planning issues, please sign up for Lucent Law's News & Updates newsletter<
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> e=>.
>
> CONFIDENTIALITY NOTICE: This email and any attachments are confidential
> and may be protected by legal privilege. If you are not the intended
> recipient, be aware that any disclosure, copying or distribution, or use of
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> ------------------------------
>
> Message: 7
> Date: Thu, 09 Feb 2017 17:52:59 -0800
> From: "Schmidt & Yee" <syaloha at gte.net>
> To: "WSBA Probate & Trust Listserv" <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Bank requires both co-PRs on account
> Message-ID: <A66AC7BB2A0B480E992EDEB6D86B8611 at PC1>
> Content-Type: text/plain; format=flowed; charset=iso-8859-1;
> reply-type=original
>
> Melinda:
> We had our probate attorney prepare a Letter of Delegation of Authority.
> It
> specifically cites the paragraphs in the Will that allows each Co-PR to
> act
> independently etc.
> It also quotes the language of RCW 11.68.090(1) and 11.98.016(3). I have
> used it numerous times without any problems.
> I would assume if you Will provides each can act alone, you can do the
> same
> thing.
> Pam Yee
> Schmidt & Yee, PC
>
>
> -----Original Message-----
> From: Melinda
> Sent: Thursday, February 9, 2017 5:31 PM
> To: wsbapt at lists.wsbarppt.com
> Subject: [WSBAPT] Bank requires both co-PRs on account
>
> Bank wants new revised Letters stating only one co-PR may act
> independently
> or it will not release decedent's account, nor will it open Estate
> account,
> without both present to do so, and both signing every check, etc.
>
> Thoughts on a windy Thursday?
>
> Misspelled from my iPhone
>
> Melinda
>
> Law Office of Melinda K Grout
> PO Box 1360
> Monroe, WA 98272
> (360) 794-4322. Tel
> (425) 744-6745. Fax
>
> Notice: This message is intended only for the addressee, and may contain
> confidential and/or privileged information. If you are not the intended
> recipient, it is too late to stop reading, but please do not use it for
> any
> improper purpose.
>
>
>
>
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com
> http://mailman.fsr.com/mailman/listinfo/wsbapt
>
>
>
>
> ------------------------------
>
> Message: 8
> Date: Fri, 10 Feb 2017 03:35:41 +0000
> From: Lisa Schuchman <lisa at lisaschuchman.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Bank requires both co-PRs on account
> Message-ID: <CC666B0F-DEDD-4A6C-B5BF-131843BE75EE at lisaschuchman.com>
> Content-Type: text/plain; charset="us-ascii"
>
> Which bank, Melinda?
>
> Lisa E. Schuchman
> 206-960-4212 <(206)%20960-4212>
> www.lisaschuchman.com<http://www.lisaschuchman.com>
>
> There are no passengers on spaceship earth. We are all crew. - Marshall
> McLuhan
>
> On Feb 9, 2017, at 5:37 PM, Melinda <mkgroutlaw at gmail.com<mailto:m
> kgroutlaw at gmail.com>> wrote:
>
> Bank wants new revised Letters stating only one co-PR may act
> independently or it will not release decedent's account, nor will it open
> Estate account, without both present to do so, and both signing every
> check, etc.
>
> Thoughts on a windy Thursday?
>
> Misspelled from my iPhone
>
> Melinda
>
> Law Office of Melinda K Grout
> PO Box 1360
> Monroe, WA 98272
> (360) 794-4322. Tel
> (425) 744-6745. Fax
>
> Notice: This message is intended only for the addressee, and may contain
> confidential and/or privileged information. If you are not the intended
> recipient, it is too late to stop reading, but please do not use it for any
> improper purpose.
>
>
>
>
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com<mailto:WSBAPT at lists.wsbarppt.com>
> http://mailman.fsr.com/mailman/listinfo/wsbapt
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>
> ------------------------------
>
> Message: 9
> Date: Thu, 9 Feb 2017 23:29:01 -0800
> From: "Sara D. Longley" <sara at longley-law.pro>
> To: "'WSBA Probate & Trust Listserv'" <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Bank requires both co-PRs on account
> Message-ID: <050d01d2836f$5b130f70$11392e50$@longley-law.pro>
> Content-Type: text/plain; charset="iso-8859-1"
>
> I have co-PR clients who have successfully used a signed notarized letter
> of
> delegation to allow the local one to take care of in-person banking and
> whatnot. The statute clearly allows it. Best to spell out the specific
> powers that are delegated so as to leave no doubt of the intent, and
> definitely cite the statutes.
>
>
> Sara D. Longley, J.D., LL.M.
> Attorney at Law
> ?
> 1734 NW Market Street
> Seattle, WA 98107
> (206) 434-5644
> Sara at longley-law.pro
> www.longley-law.pro
>
> This email is intended only for the individual to whom it is addressed and
> may contain information that is privileged, confidential, and/or exempt
> from
> disclosure.? If you have received this message in error, please inform the
> sender by telephone or reply email and delete this message and all
> attachments.? Thank you.
>
> -----Original Message-----
> From: wsbapt-bounces at lists.wsbarppt.com
> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Schmidt & Yee
> Sent: Thursday, February 9, 2017 5:53 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Bank requires both co-PRs on account
>
> Melinda:
> We had our probate attorney prepare a Letter of Delegation of Authority. It
> specifically cites the paragraphs in the Will that allows each Co-PR to act
> independently etc.
> It also quotes the language of RCW 11.68.090(1) and 11.98.016(3). I have
> used it numerous times without any problems.
> I would assume if you Will provides each can act alone, you can do the same
> thing.
> Pam Yee
> Schmidt & Yee, PC
>
>
> -----Original Message-----
> From: Melinda
> Sent: Thursday, February 9, 2017 5:31 PM
> To: wsbapt at lists.wsbarppt.com
> Subject: [WSBAPT] Bank requires both co-PRs on account
>
> Bank wants new revised Letters stating only one co-PR may act independently
> or it will not release decedent's account, nor will it open Estate account,
> without both present to do so, and both signing every check, etc.
>
> Thoughts on a windy Thursday?
>
> Misspelled from my iPhone
>
> Melinda
>
> Law Office of Melinda K Grout
> PO Box 1360
> Monroe, WA 98272
> (360) 794-4322. Tel
> (425) 744-6745. Fax
>
> Notice: This message is intended only for the addressee, and may contain
> confidential and/or privileged information. If you are not the intended
> recipient, it is too late to stop reading, but please do not use it for any
> improper purpose.
>
>
>
>
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com
> http://mailman.fsr.com/mailman/listinfo/wsbapt
>
>
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com
> http://mailman.fsr.com/mailman/listinfo/wsbapt
>
>
>
>
>
> ------------------------------
>
> Message: 10
> Date: Fri, 10 Feb 2017 08:29:17 -0800
> From: Sangeeta Saigal <attorney at sangeetasaigal.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Off Topic referral
> Message-ID: <D4C32A5D.17185%attorney at sangeetasaigal.com>
> Content-Type: text/plain; charset="us-ascii"
>
> Hello All,
>
> A friend is looking for an attorney to assist with post adoption process
> advice. They adopted children from overseas. Any referrals are much
> appreciated.
>
> Thanks,
>
> Sangeeta
> With Warm Regards,
> Sangeeta Saigal
> Attorney at Law, PLLC
> Phone: 425.698-9828 <(425)%20698-9828>
> Fax: 425-968-9837 <(425)%20968-9837>
> Website: http://www.sangeetasaigal.com <http://www.sangeetasaigal.com/>
>
> IMPORTANT NOTICE: This communication, including any attachments,
> contains information that may be confidential, and may also be
> protected by attorney client privilege or work product doctrine. It is
> intended solely for the individual or entity to whom it is addressed.
> If you are not the intended recipient, please notify me at
> attorney at sangeetasaigal.com <mailto:attorney at sangeetasaigal.com> and
> delete
> this message. You are hereby
> notified that any disclosure, copying, or distribution of this message
> is strictly prohibited. Nothing in this e-mail, including any
> attachment, is intended to be a legally binding signature. To comply
> with IRS regulations, we advise you that any discussion of Federal tax
> issues in this email is not intended or written to be used, and cannot
> be used by you, (a) to avoid any penalties imposed under the Internal
> Revenue Code or (b) to promote, market, or recommend to another party
> any transaction or matter addressed herein.
>
>
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>
> ------------------------------
>
> Message: 11
> Date: Fri, 10 Feb 2017 16:41:03 +0000
> From: "Findley, Daniel G." <DFindley at helsell.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Off Topic referral
> Message-ID:
> <48D34EF783A9934B9922B49248A7887B3E38872B at SMTP.helsell.com>
> Content-Type: text/plain; charset="us-ascii"
>
> Janna Annest at Mills Meyers Swartling is a very good adoption attorney.
>
>
> Daniel G. Findley | Helsell Fetterman LLP
> 1001 Fourth Avenue, Suite 4200, Seattle WA 98154
> 10900 NE Fourth St, Suite 2300, Bellevue WA 98004
> voice | 206.689.2127 <(206)%20689-2127>
> fax | 206.340.0902 <(206)%20340-0902>
> dfindley at helsell.com<mailto:dfindley at helsell.com>
> www.helsell.com<blocked::http://www.helsell.com/>
>
> From: Sangeeta Saigal [mailto:attorney at sangeetasaigal.com]
> Sent: Friday, February 10, 2017 8:29 AM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Off Topic referral
>
> Hello All,
>
> A friend is looking for an attorney to assist with post adoption process
> advice. They adopted children from overseas. Any referrals are much
> appreciated.
>
> Thanks,
>
> Sangeeta
> With Warm Regards,
> Sangeeta Saigal
> Attorney at Law, PLLC
> Phone: 425.698-9828 <(425)%20698-9828>
> Fax: 425-968-9837 <(425)%20968-9837>
> Website: http://www.sangeetasaigal.com<http://www.sangeetasaigal.com/>
>
> IMPORTANT NOTICE: This communication, including any attachments,
> contains information that may be confidential, and may also be
> protected by attorney client privilege or work product doctrine. It is
> intended solely for the individual or entity to whom it is addressed.
> If you are not the intended recipient, please notify me at
> attorney at sangeetasaigal.com<mailto:attorney at sangeetasaigal.com> and
> delete this message. You are hereby
> notified that any disclosure, copying, or distribution of this message
> is strictly prohibited. Nothing in this e-mail, including any
> attachment, is intended to be a legally binding signature. To comply
> with IRS regulations, we advise you that any discussion of Federal tax
> issues in this email is not intended or written to be used, and cannot
> be used by you, (a) to avoid any penalties imposed under the Internal
> Revenue Code or (b) to promote, market, or recommend to another party
> any transaction or matter addressed herein.
> -------------- next part --------------
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>
> ------------------------------
>
> Message: 12
> Date: Fri, 10 Feb 2017 17:02:32 +0000
> From: "Thomas M. Culbertson" <tculbertson at lukins.com>
> To: "'WSBA Probate & Trust Listserv'" <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] FW: Ancillary Probate Inventory
> Message-ID: <da4294d0f6aa480ca4b9b70b22022a98 at EXCHGSVR-2.lukins.com>
> Content-Type: text/plain; charset="utf-8"
>
> I have generally dealt with that by asking the attorney handling to
> domiciliary probate whether they are preparing an inventory of the entire
> estate. The answer is inevitably ?yes.?That?s all I need to know. Someone
> will let me know if I?m missing something, but it seems to me that my
> getting involved in preparation of an inventory when I?m handling a
> Washington ancillary probate is just incurring fees unnecessarily.
>
> ________________________________________
> THOMAS M. CULBERTSON I Lukins & Annis, PS
> 717 W. Sprague Ave, Suite 1600, Spokane, WA 99201
> (509) 455-9555 I fax (509) 363-2500 I tculbertson at lukins.com<mailto:
> tculbertson at lukins.com>
>
>
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.
> wsbarppt.com] On Behalf Of Mark Vohr
> Sent: Thursday, February 09, 2017 5:44 PM
> To: WSBA Probate & Trust Listserv
> Subject: Re: [WSBAPT] Ancillary Probate Inventory
>
> Spencer:
>
> An ancillary probate in Washington is administered in
> exactly the same manner as an original probate in Washington. So, the
> inventory should include all the assets of the estate regardless of their
> physical location.
>
> Mark
>
>
>
> Ohana Fiduciary Corp.
> Ohana Financial Services
>
> Mark C. Vohr, J.D., CPG, Principal
> PO Box 33710 Seattle, WA 98133
> T: (206) 782-1189 F: (206) 782-1434
> mcv at ohanafc.com<mailto:mcv at ohanafc.com> www.ohanafc.com<http://
> www.ohanafc.com/>
>
>
>
>
> From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces@
> lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf
> Of Spencer Stromberg
> Sent: Thursday, February 9, 2017 5:30 PM
> To: WSBA <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
> Subject: [WSBAPT] Ancillary Probate Inventory
>
> Good evening, listmates. I have some experience in probate matters, but
> I'm handling my first ancillary probate - an Oregon decedent who owned real
> property in Washington. I'm wondering if the PR's inventory in the
> Washington ancillary probate should include all assets of the estate, or
> just the Washington assets.
>
> Since I can't find any authority on the subject, I'm assuming it's all
> assets. If that assumption is correct, would it be typical to separate out
> the Washington assets from the Oregon assets in the inventory?
>
> Thanks in advance for any replies.
>
> Spencer A. W. Stromberg
> Attorney at Law
> [https://docs.google.com/a/sullivanstromberg.com/uc?id=
> 0B5Bho_xLWvfVOThHV09PVEhXb3c&export=download]
> 827 W. 1st Avenue, Suite 425
> Spokane, WA 99201-3914
> P: 509.413.1004 <(509)%20413-1004>
> D: 509.828.4644 <(509)%20828-4644>
> F: 509.413.1078 <(509)%20413-1078>
> E: spencer at lucentlaw.com<mailto:spencer at lucentlaw.com>
> Web: www.lucentlaw.com<https://urldefense.proofpoint.com/v2/
> url?u=http-3A__www.lucentlaw.com&d=DQMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-
> v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=hF5GQ5vcwugNko8A-
> qH1flFmvgIjZl_KLKws1JnVwAk&s=KbEJ2ejhr0M15xVHrvoG5k5TBZH5M1
> RFkYbdEaNXIRE&e=>
>
> Lucent Law provides comprehensive legal services in the areas of real
> estate, business law, and wills, trusts and estates. Additionally, Lucent
> Law's Forms & Essentials online platform<https://urldefense.
> proofpoint.com/v2/url?u=http-3A__lucentlaw.com_forms-
> 2Dessentials_&d=DQMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=
> K1mLMC1eFjwfeeMM-AC6zQ&m=hF5GQ5vcwugNko8A-qH1flFmvgIjZl_KLKws1JnVwAk&s=
> KaexluR4_pKl0R6PBu5TnZZgVtTEcuxpkR3__NCaofc&e=> provides defined scope
> legal services that are easy to understand and simple to purchase, all at
> reasonable fixed prices.
>
> For news and updates regarding business law, real estate law and estate
> planning issues, please sign up for Lucent Law's News & Updates newsletter<
> https://urldefense.proofpoint.com/v2/url?u=https-3A__www.lucentlaw.com_
> newsletter-2Dsign-2Dup&d=DQMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-
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> qH1flFmvgIjZl_KLKws1JnVwAk&s=-S1xGLGSSNHTN8-iUZsUAYGe8iZDsRefBWNORyGUPl0&
> e=>.
>
> CONFIDENTIALITY NOTICE: This email and any attachments are confidential
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> recipient, be aware that any disclosure, copying or distribution, or use of
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>
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>
> The information contained in this communication from the sender is
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> ------------------------------
>
> Message: 13
> Date: Fri, 10 Feb 2017 17:09:19 +0000
> From: Kailei Feeney <kailei at westseattlelaw.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Off Topic referral
> Message-ID:
> <DM5PR08MB29554D404BC2BD509A2A0952A7440 at DM5PR08MB2955.
> namprd08.prod.outlook.com>
>
> Content-Type: text/plain; charset="us-ascii"
>
> Albert Lirhus with Lirhus & Keckemet LLP would certainly be able to assist
> and is passionate about his adoption practice.
>
> Kailei
> Kailei B. Feeney
> Attorney-at-Law
> [cid:image002.png at 01CE1502.B7F074B0]
> 3909 California Avenue SW
> Seattle, WA 98116-3705
> (206)938-5500 <(206)%20938-5500>
> kailei at westseattlelaw.com<mailto:kailei at westseattlelaw.com>
> www.westseattlelaw.com<http://www.westseattlelaw.com/>
> Click here to connect with de Vrieze | Carney on Facebook: [FB Logo] <
> https://www.facebook.com/DeVriezeCarney>
> CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally
> privileged and/or confidential information. If you have received this
> e-mail in error, please notify the sender immediately and delete all copies
> of this e-mail message and any attachment. Unless you have previously
> signed an engagement agreement with this firm, and the firm has accepted
> you as a client, NO exchange of information by virtue of emails or
> communications will create any attorney client relationship, including any
> duty of confidentiality, between sender and/or recipient.
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.
> wsbarppt.com] On Behalf Of Sangeeta Saigal
> Sent: Friday, February 10, 2017 8:29 AM
> To: WSBA Probate & Trust Listserv
> Subject: [WSBAPT] Off Topic referral
>
> Hello All,
>
> A friend is looking for an attorney to assist with post adoption process
> advice. They adopted children from overseas. Any referrals are much
> appreciated.
>
> Thanks,
>
> Sangeeta
> With Warm Regards,
> Sangeeta Saigal
> Attorney at Law, PLLC
> Phone: 425.698-9828 <(425)%20698-9828>
> Fax: 425-968-9837 <(425)%20968-9837>
> Website: http://www.sangeetasaigal.com<http://www.sangeetasaigal.com/>
>
> IMPORTANT NOTICE: This communication, including any attachments,
> contains information that may be confidential, and may also be
> protected by attorney client privilege or work product doctrine. It is
> intended solely for the individual or entity to whom it is addressed.
> If you are not the intended recipient, please notify me at
> attorney at sangeetasaigal.com<mailto:attorney at sangeetasaigal.com> and
> delete this message. You are hereby
> notified that any disclosure, copying, or distribution of this message
> is strictly prohibited. Nothing in this e-mail, including any
> attachment, is intended to be a legally binding signature. To comply
> with IRS regulations, we advise you that any discussion of Federal tax
> issues in this email is not intended or written to be used, and cannot
> be used by you, (a) to avoid any penalties imposed under the Internal
> Revenue Code or (b) to promote, market, or recommend to another party
> any transaction or matter addressed herein.
> -------------- next part --------------
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>
> ------------------------------
>
> Message: 14
> Date: Fri, 10 Feb 2017 09:20:43 -0800
> From: "deborah at neillaw.com" <deborah at neillaw.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Off Topic referral
> Message-ID: <91CC2C43-4D04-4386-AEC3-A92473AAAEDD at neillaw.com>
> Content-Type: text/plain; charset="us-ascii"
>
> Dolores Sarandos or Candace Zygar.
>
> Deborah Jameson
> Neil & Neil, P.S.
> 5302 Pacific Avenue
> Tacoma, WA 98408
> 253-475-8600 <(253)%20475-8600>
> 253-473-5746 <(253)%20473-5746> FAX
>
> If your matter is urgent, please call my office. Also, this message is
> not encrypted and it may not be secure or protected by attorney-client
> privilege.
>
>
> On Feb 10, 2017, at 8:29 AM, Sangeeta Saigal <attorney at sangeetasaigal.com>
> wrote:
>
> Hello All,
>
> A friend is looking for an attorney to assist with post adoption process
> advice. They adopted children from overseas. Any referrals are much
> appreciated.
>
> Thanks,
>
> Sangeeta
> With Warm Regards,
> Sangeeta Saigal
> Attorney at Law, PLLC
> Phone: 425.698-9828 <(425)%20698-9828>
> Fax: 425-968-9837 <(425)%20968-9837>
> Website: http://www.sangeetasaigal.com <http://www.sangeetasaigal.com/>
>
> IMPORTANT NOTICE: This communication, including any attachments,
> contains information that may be confidential, and may also be
> protected by attorney client privilege or work product doctrine. It is
> intended solely for the individual or entity to whom it is addressed.
> If you are not the intended recipient, please notify me at
> attorney at sangeetasaigal.com <mailto:attorney at sangeetasaigal.com> and
> delete this message. You are hereby
> notified that any disclosure, copying, or distribution of this message
> is strictly prohibited. Nothing in this e-mail, including any
> attachment, is intended to be a legally binding signature. To comply
> with IRS regulations, we advise you that any discussion of Federal tax
> issues in this email is not intended or written to be used, and cannot
> be used by you, (a) to avoid any penalties imposed under the Internal
> Revenue Code or (b) to promote, market, or recommend to another party
> any transaction or matter addressed herein.
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com
> http://mailman.fsr.com/mailman/listinfo/wsbapt
>
> -------------- next part --------------
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>
> ------------------------------
>
> Message: 15
> Date: Fri, 10 Feb 2017 09:43:36 -0800
> From: Sangeeta Saigal <attorney at sangeetasaigal.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Off Topic referral
> Message-ID: <D4C33B89.171D0%attorney at sangeetasaigal.com>
> Content-Type: text/plain; charset="us-ascii"
>
> Thank you all for the quick responses. Will forward the wonderful
> references.
>
> Have a great weekend.
>
> Sangeeta
> With Warm Regards,
> Sangeeta Saigal
> Attorney at Law, PLLC
> Phone: 425.698-9828 <(425)%20698-9828>
> Fax: 425-968-9837 <(425)%20968-9837>
> Website: http://www.sangeetasaigal.com <http://www.sangeetasaigal.com/>
>
> IMPORTANT NOTICE: This communication, including any attachments,
> contains information that may be confidential, and may also be
> protected by attorney client privilege or work product doctrine. It is
> intended solely for the individual or entity to whom it is addressed.
> If you are not the intended recipient, please notify me at
> attorney at sangeetasaigal.com <mailto:attorney at sangeetasaigal.com> and
> delete
> this message. You are hereby
> notified that any disclosure, copying, or distribution of this message
> is strictly prohibited. Nothing in this e-mail, including any
> attachment, is intended to be a legally binding signature. To comply
> with IRS regulations, we advise you that any discussion of Federal tax
> issues in this email is not intended or written to be used, and cannot
> be used by you, (a) to avoid any penalties imposed under the Internal
> Revenue Code or (b) to promote, market, or recommend to another party
> any transaction or matter addressed herein.
>
> From: <wsbapt-bounces at lists.wsbarppt.com> on behalf of
> "deborah at neillaw.com" <deborah at neillaw.com>
> Reply-To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Date: Friday, February 10, 2017 9:20 AM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Off Topic referral
>
> Dolores Sarandos or Candace Zygar.
>
> Deborah Jameson
> Neil & Neil, P.S.
> 5302 Pacific Avenue
> Tacoma, WA 98408
> 253-475-8600 <(253)%20475-8600>
> 253-473-5746 <(253)%20473-5746> FAX
>
> If your matter is urgent, please call my office. Also, this message is not
> encrypted and it may not be secure or protected by attorney-client
> privilege.
>
>
> On Feb 10, 2017, at 8:29 AM, Sangeeta Saigal <attorney at sangeetasaigal.com>
> wrote:
>
> Hello All,
>
> A friend is looking for an attorney to assist with post adoption process
> advice. They adopted children from overseas. Any referrals are much
> appreciated.
>
> Thanks,
>
> Sangeeta
> With Warm Regards,
> Sangeeta Saigal
> Attorney at Law, PLLC
> Phone: 425.698-9828 <(425)%20698-9828>
> Fax: 425-968-9837 <(425)%20968-9837>
> Website: http://www.sangeetasaigal.com <http://www.sangeetasaigal.com/>
>
> IMPORTANT NOTICE: This communication, including any attachments,
> contains information that may be confidential, and may also be
> protected by attorney client privilege or work product doctrine. It is
> intended solely for the individual or entity to whom it is addressed.
> If you are not the intended recipient, please notify me at
> attorney at sangeetasaigal.com <mailto:attorney at sangeetasaigal.com> and
> delete
> this message. You are hereby
> notified that any disclosure, copying, or distribution of this message
> is strictly prohibited. Nothing in this e-mail, including any
> attachment, is intended to be a legally binding signature. To comply
> with IRS regulations, we advise you that any discussion of Federal tax
> issues in this email is not intended or written to be used, and cannot
> be used by you, (a) to avoid any penalties imposed under the Internal
> Revenue Code or (b) to promote, market, or recommend to another party
> any transaction or matter addressed herein.
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com
> http://mailman.fsr.com/mailman/listinfo/wsbapt
>
> _______________________________________________ WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com http://mailman.fsr.com/mailman/listinfo/wsbapt
>
> -------------- next part --------------
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>
> ------------------------------
>
> Message: 16
> Date: Fri, 10 Feb 2017 18:39:05 +0000
> From: Paul Neumiller <pneumiller at hotmail.com>
> To: "'WSBA Probate & Trust Listserv'" <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Is SS liable on note that decedent co-signed on?
> Message-ID:
> <CY4PR04MB076034883DCE18C83068A89AD2440 at CY4PR04MB0760.
> namprd04.prod.outlook.com>
>
> Content-Type: text/plain; charset="utf-8"
>
> Kristina, see attached briefing on a related issue. Sorry it took me this
> long to respond to your posting, fires and procrastination set in.
>
> [cid:image001.jpg at 01D28389.E2684C50]
>
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.
> wsbarppt.com] On Behalf Of Kristina devore
> Sent: Friday, February 3, 2017 11:53 AM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Is SS liable on note that decedent co-signed on?
>
> Listmates,
>
> H passed two years ago. H had co-signed on his son?s student loan. W
> (step-mother of son and married to H at time he co-signed) did not co-sign
> on loan. No probate necessary when H passed as all property was community
> and there was a CPA in place. Also, did not do a non-probate notice to
> creditors. W is concerned that step son will default on loan and wants to
> know if she will be liable to pay.
>
> I?m thinking that since it has been over two years since H died that a
> creditor is barred from collecting the debt from H?s estate. Is this
> correct? Any thoughts?
>
> Thanks in advance,
> Kristina
>
>
>
> Kristina S. DeVore | Attorney & Counselor at Law
> KRISTINA DEVORE LAW FIRM, pllc | 201 NE Park Plaza Dr., Ste., 290 |
> Vancouver, WA 98684
> Phone: (360) 695-0535 | Fax (360) 737-4154 | Kristina at devore-law.com<
> mailto:Kristina at devore-law.com>
>
>
>
>
> This email message is covered by the Electronic Communications Privacy
> Act, 19 USC Sections 2510-2521. Unauthorized review or distribution of
> this email message is strictly prohibited. This e-mail message is intended
> for the exclusive use of the person or persons to whom it is addressed.
> This email message may contain information that is privileged and/or
> confidential. If you believe that you have received this message in error,
> you are hereby notified that any dissemination, distribution or copying of
> this communication is strictly prohibited. Do not disseminate this e-mail
> and destroy the original e-mail and any copies. If you have received this
> communication in error, please notify us immediately, and destroy the
> original message.
> -------------- next part --------------
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> 20170210/f17848af/attachment-0001.html>
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>
> ------------------------------
>
> Message: 17
> Date: Fri, 10 Feb 2017 11:32:19 -0800
> From: "Valerie Ohlstrom" <valerie at ohlstromlaw.com>
> To: "'WSBA Probate & Trust Listserv'" <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Bellingham-area estate planning attorney
> Message-ID: <001201d283d4$655e9b10$301bd130$@ohlstromlaw.com>
> Content-Type: text/plain; charset="utf-8"
>
> I suggest you give Barry Meyers a call: http://elderlaw-nw.com/
>
> Very Truly Yours,
>
> Val
>
> Valerie O. Ohlstrom
>
> Ohlstrom Law Office
> valerie at ohlstromlaw.com
> www.ohlstromlaw.com
> (425) 881-5251
>
>
> This electronic message is intended for the sole use of the recipient(s)
> named above and may contain confidential and legally privileged
> information. Any unauthorized review, use, copying, disclosure or
> distribution is prohibited. If you are not the intended recipient, and
> received this electronic message in error, please immediately contact the
> sender by reply e-mail and destroy all copies of the original message.
>
>
> -----Original Message-----
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.
> wsbarppt.com] On Behalf Of Sarah Jael Dion
> Sent: Thursday, February 09, 2017 2:50 PM
> To: WSBA Probate & Trust Listserv
> Subject: [WSBAPT] Bellingham-area estate planning attorney
>
> Hi all-
>
> I?m looking for recommendations for an estate planning attorney for the
> father of one of my clients. The father lives near Bellingham. He is
> married, but I am 99% sure his wife has lost testamentary capacity
> (dementia). I?d like to send him to someone with some experience with
> estate planning for elderly people. I don?t think there are a lot of
> assets, but he will need advice about Medicare, etc.
>
> Self-referrals welcome!
>
> Thank you!
>
> Sarah Jael Dion
>
> Dion Law PLLC
> 206-550-4005 <(206)%20550-4005>
> sarah at dionlaw.com
> dionlaw.com
>
> This message is private or privileged. If you are not the person for whom
> this message is intended, please notify me immediately and delete the
> message. Please do not copy or send this message to anyone else.
>
>
>
>
>
>
>
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com
> http://mailman.fsr.com/mailman/listinfo/wsbapt
>
>
>
>
>
> ------------------------------
>
> Message: 18
> Date: Fri, 10 Feb 2017 19:40:36 +0000
> From: Roger Hawkes <Roger at law-hawks.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Is SS liable on note that decedent co-signed on?
> Message-ID:
> <693DA7DDC963424895D6BBD758595A2169E7D757 at HLFSERVER1.law-hawks.local>
> Content-Type: text/plain; charset="utf-8"
>
> If federal law applies to the loan, does two year sol apply?
>
> Roger Hawkes, WSBA 5173
> 19909 Ballinger Way NE
> Shoreline, WA 98155
> www.hawkeslawfirm.com<http://www.hawkeslawfirm.com/>
> 206 367 5000 <(206)%20367-5000> voice
> 206 367 4005 <(206)%20367-4005> fax
>
> From: Paul Neumiller [mailto:pneumiller at hotmail.com]
> Sent: Friday, February 10, 2017 10:39 AM
> To: 'WSBA Probate & Trust Listserv'
> Subject: Re: [WSBAPT] Is SS liable on note that decedent co-signed on?
>
> Kristina, see attached briefing on a related issue. Sorry it took me this
> long to respond to your posting, fires and procrastination set in.
>
> [cid:image002.jpg at 01D28392.7E7CFCF0]
>
> From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces@
> lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf
> Of Kristina devore
> Sent: Friday, February 3, 2017 11:53 AM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:
> wsbapt at lists.wsbarppt.com>>
> Subject: [WSBAPT] Is SS liable on note that decedent co-signed on?
>
> Listmates,
>
> H passed two years ago. H had co-signed on his son?s student loan. W
> (step-mother of son and married to H at time he co-signed) did not co-sign
> on loan. No probate necessary when H passed as all property was community
> and there was a CPA in place. Also, did not do a non-probate notice to
> creditors. W is concerned that step son will default on loan and wants to
> know if she will be liable to pay.
>
> I?m thinking that since it has been over two years since H died that a
> creditor is barred from collecting the debt from H?s estate. Is this
> correct? Any thoughts?
>
> Thanks in advance,
> Kristina
>
>
>
> Kristina S. DeVore | Attorney & Counselor at Law
> KRISTINA DEVORE LAW FIRM, pllc | 201 NE Park Plaza Dr., Ste., 290 |
> Vancouver, WA 98684
> Phone: (360) 695-0535 | Fax (360) 737-4154 | Kristina at devore-law.com<
> mailto:Kristina at devore-law.com>
>
>
>
>
> This email message is covered by the Electronic Communications Privacy
> Act, 19 USC Sections 2510-2521. Unauthorized review or distribution of
> this email message is strictly prohibited. This e-mail message is intended
> for the exclusive use of the person or persons to whom it is addressed.
> This email message may contain information that is privileged and/or
> confidential. If you believe that you have received this message in error,
> you are hereby notified that any dissemination, distribution or copying of
> this communication is strictly prohibited. Do not disseminate this e-mail
> and destroy the original e-mail and any copies. If you have received this
> communication in error, please notify us immediately, and destroy the
> original message.
> -------------- next part --------------
> An HTML attachment was scrubbed...
> URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/
> 20170210/723d2a73/attachment-0001.html>
> -------------- next part --------------
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> 20170210/723d2a73/image002-0001.jpg>
>
> ------------------------------
>
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com
> http://mailman.fsr.com/mailman/listinfo/wsbapt
>
> End of WSBAPT Digest, Vol 29, Issue 11
> **************************************
>
>
>
> _______________________________________________
> WSBAPT mailing list
> 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/ <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.
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