[WSBAPT] naming heirs in petition for probate of testate estate

Fri Sep 14 09:07:21 PDT 2018

Good Morning Rod -

I send the notice to heirs etc. because I always seek to obtain
non-intervention powers.  My read of 11.68.041 states that I don't have to
send ADVANCE notice (which I read as to mean, I still need to send notice
after I get the letters) if I am getting the powers pursuant to 11.68.011.
For me the hinge on the insertion of the word advance means that the
legislative intent is that there would still be notice provided, just not
before getting the letters issued.

Granted, I take a belts and suspenders approach in that, in my cases, there
hasn't been any reason why people who received notice would object and thus
I am simply ticking the box off and closing down any potential objection
that may be raised.

Open to other practice pointers or suggestions!

Brent

On Fri, Sep 14, 2018 at 8:46 AM, Rod Harmon <rodharmon at msn.com> wrote:

> Is there a  statutory basis for naming the heirs at law and their
> relationship to the decedent in a petition for probate of a will?  I am
> about to probate the will of an elderly decedent who left all of her
> substantial estate to charity.  She was an only child, her parents
> predeceased her, and her best friend, who is the PR, says she never talked
> about her relatives and left no records of them in her belongings.   So,
> where does it say I have to identify the heirs in the petition?
>
>
>
> Rod Harmon
>
>
>
> *RODNEY T. HARMON*
>
> *       Attorney at Law*
>
>          P.O. Box 1066
>
>       Bothell, WA   98041
>
>      Tel:   (425) 402-7800
>
>      Fax:  (425) 458-9096
>
>     www.rodharmon.com
>
>    rodharmon at msn.com
>
>
>
>
>
>
>
>
>
> *From:* wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.w
> sbarppt.com] *On Behalf Of *Maureen Wickert
> *Sent:* Thursday, September 13, 2018 4:11 PM
> *To:* 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
> *Subject:* Re: [WSBAPT] Referral Request - Portland Attorney
>
>
>
> Carrie,
>
>
>
> You can find a quality elder law attorney through National Academy of
> Elder Law Attorneys.  https://www.naela.org/findlawyer
> <https://nam01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.naela.org%2Ffindlawyer&data=02%7C01%7C%7C3f1908cec2c04e16118808d619cf672c%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636724775905782437&sdata=O331bJ5F3V0bqYfPsSB5py2Ap7SCpNq07zgt%2B3bX42A%3D&reserved=0>
>
>
>
>
> There are several in the Vancouver area who may be able to help too.
>
>
>
> Very truly yours,
>
> Maureen A. Wickert, Attorney at Law
>
> [image: Business card for email]
>
> 14900 Interurban Avenue South, Suite 255
>
>         Tukwila, WA 98168
>
>        Phone: 206-859-5502
>
>          Fax: 206-260-9005
>
>      www.wickertlawoffice.com
> <https://nam01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.wickertlawoffice.com%2F&data=02%7C01%7C%7C3f1908cec2c04e16118808d619cf672c%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636724775905782437&sdata=l6EsaF3ZG2AAl6LSgdBTIJyfyCN0iZbqrs7VumCaB1Y%3D&reserved=0>
>
>        wickertlaw at comcast.net
>
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> *From:* wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt
> .com> *On Behalf Of *Carrie M. Kovacevich
> *Sent:* September 13, 2018 10:43
> *To:* 'WSBA Real Property, Probate & Trust Section' <
> wsbapt at lists.wsbarppt.com>
> *Subject:* [WSBAPT] Referral Request - Portland Attorney
>
>
>
> I am seeking a referral for an estate planning/elder law attorney in
> Portland, Oregon.
>
>
>
> Issues may include guardianship and Medicaid planning.
>
>
>
> Thank you.
>
>
>
> Carrie
>
>
>
> Carrie M. Kovacevich
>
> Attorney at Law
>
> Lakeview Law, PLLC
>
> 1001 4th Avenue, Suite 4400
>
> Seattle, Washington  98154
>
> Office:  (206) 367-6962
>
> E-mail:  carrie at lakeviewlaw.com
>
> Web:  www.lakeviewlaw.com
> <https://nam01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.lakeviewlaw.com%2F&data=02%7C01%7C%7C3f1908cec2c04e16118808d619cf672c%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636724775905782437&sdata=mgUtuQXOCR2rfLupREYkD9u4R6C985TN8DLFammeNRg%3D&reserved=0>
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-- 

*Brent Williams-Ruth*
*Founding Member*

*BWR Consulting, PLLC*

Phone: (425) 830-5134

e-mail <brent at bwrconsults.com> / website <http://www.bwrconsults.com> /
facebook <http://www.facebook.com/bwrconsults>
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