[WSBAPT] Mortgage Payments During Probate

Jared E. Adams jared at condieadams.com
Tue Jun 4 17:08:50 PDT 2019


What about RCW 11.48.020?
Every personal representative shall, after having qualified, by giving bond as hereinbefore provided, have a right to the immediate possession of all the real as well as personal estate of the deceased, and may receive the rents and profits of the real estate until the estate shall be settled or delivered over, by order of the court, to the heirs or devisees, and shall keep in tenantable repair all houses, buildings and fixtures thereon, which are under his or her control.

I would think that if PR has the right to immediate possession, and the right to receive the rents and profits, etc., that the PR would also have the duty to pay the mortgage during that time, until the property is transferred to the beneficiary.




Jared E. Adams, JD, LL.M.

Condie & Adams, PLLC
611 4th Avenue, Suite A
Kirkland, WA  98033
(voice):  (425) 450-1040
(fax):  (425) 450-1041
(email): jared at condieadams.com<mailto:jared at condieadams.com>
(web): www.condieadams.com<http://www.condieadams.com/>

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.

PLEASE READ THIS ENTIRE DISCLAIMER
This message is from the Law Office of CONDIE & ADAMS, PLLC, and is intended only for the addressee.  The information contained in this message is privileged, confidential, and protected by the attorney-client or attorney work product privileges.  Unauthorized forwarding, printing, copying, distribution, disclosure or use of such information is strictly prohibited.  If you are not the addressee, please promptly delete this message and notify the sender of the delivery error by return e-mail or you may call our office at (425) 450-1040. Nothing in this message should be interpreted as a digital or electronic signature that can be used to authenticate a contract or other legal document.

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Kate Love
Sent: Tuesday, June 04, 2019 2:26 PM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Mortgage Payments During Probate

Welcome ! 😉

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Paul Neumiller
Sent: Tuesday, June 04, 2019 2:11 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Mortgage Payments During Probate

That’s it! Thanks.  Though, I think it may take some convincing to devisees that they have to pay the mortgage now but they won’t receive their deed until several months down the road (and can’t move in or sell the house yet.)


[cid:image005.jpg at 01D51AF8.49C8DDD0]




From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Kate Love
Sent: Tuesday, June 4, 2019 11:21 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Mortgage Payments During Probate

RCW 11.04.250 applies in intestacy, but I am not sure where decedent dies testate :

RCW 11.04.250<https://eur01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fapp.leg.wa.gov%2FRCW%2Fdefault.aspx%3Fcite%3D11.04.250&data=02%7C01%7C%7C7c5313d470c940b5fc4808d6e91c995e%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636952706378582798&sdata=%2FKzgn1kKAFx6xmH3Mj5MoR3osK1qHCNS4QRBPlp30LQ%3D&reserved=0>
When real estate vests—Rights of heirs.
When a person dies seized of lands, tenements or hereditaments, or any right thereto or entitled to any interest therein in fee or for the life of another, his or her title shall vest immediately in his or her heirs or devisees, subject to his or her debts, family allowance, expenses of administration, and any other charges for which such real estate is liable under existing laws. No administration of the estate of such decedent, and no decree of distribution or other finding or order of any court shall be necessary in any case to vest such title in the heirs or devisees, but the same shall vest in the heirs or devisees instantly upon the death of such decedent: PROVIDED, That no person shall be deemed a devisee until the will has been probated. The title and right to possession of such lands, tenements, or hereditaments so vested in such heirs or devisees, together with the rents, issues, and profits thereof, shall be good and valid against all persons claiming adversely to the claims of any such heirs, or devisees, excepting only the personal representative when appointed, and persons lawfully claiming under such personal representative; and any one or more of such heirs or devisees, or their grantees, jointly or severally, may sue for and recover their respective shares or interests in any such lands, tenements, or hereditaments and the rents, issues, and profits thereof, whether letters testamentary or of administration be granted or not, from any person except the personal representative and those lawfully claiming under such personal representative.
[ 2010 c 8 § 2005;<https://eur01.safelinks.protection.outlook.com/?url=http%3A%2F%2Flawfilesext.leg.wa.gov%2Fbiennium%2F2009-10%2FPdf%2FBills%2FSession%2520Laws%2FSenate%2F6239-S.SL.pdf%3Fcite%3D2010%2520c%25208%2520%25C2%25A7%25202005%3B&data=02%7C01%7C%7C7c5313d470c940b5fc4808d6e91c995e%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636952706378602814&sdata=hZqJ938%2Fj5pURHmKhbX9RAoVXWx27cnVtTz0PGtODpA%3D&reserved=0> 1965 c 145 § 11.04.250.<https://eur01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fleg.wa.gov%2FCodeReviser%2Fdocuments%2Fsessionlaw%2F1965c145.pdf%3Fcite%3D1965%2520c%2520145%2520%25C2%25A7%252011.04.250.&data=02%7C01%7C%7C7c5313d470c940b5fc4808d6e91c995e%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636952706378612831&sdata=rnDeJ%2FbyDCm4VWE%2FOWxQ%2Bdbpzfg3TQ5Lz5sP%2BK90A50%3D&reserved=0> Prior: 1895 c 105 § 1;<https://eur01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fleg.wa.gov%2FCodeReviser%2Fdocuments%2Fsessionlaw%2F1895c105.pdf%3Fcite%3D1895%2520c%2520105%2520%25C2%25A7%25201%3B&data=02%7C01%7C%7C7c5313d470c940b5fc4808d6e91c995e%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636952706378622829&sdata=8wfh%2FVztJYLnA2n7s4fjTrvsXibmk9sFtI6EzibjKqQ%3D&reserved=0> RRS § 1366.]


From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Paul Neumiller
Sent: Tuesday, June 04, 2019 11:12 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Mortgage Payments During Probate

I understand that the devisee takes subject to the mortgage but the question was who pays for the monthly mortgage during the administration of the estate.


[cid:image006.jpg at 01D51AF8.49C8DDD0]

IMPORTANT NOTICE:  This e-mail message is intended to be received only by persons entitled to receive the confidential information it may contain. E-mail messages to clients of Paul A. Neumiller presumptively contain information that is confidential and legally privileged; e-mail messages to non-clients are normally confidential and may also be legally privileged. Please do not read, copy, forward or store this message unless you are the intended recipient of it. If you have received this message in error, please forward it back to the sender and delete it completely from your computer system.

E-mail communication on the Internet may NOT be secure. There is a risk that this confidential communication may be intercepted illegally. There may also be a risk of waiving attorney-client and/or work-product privileges that may attach to this communication. DO NOT forward this message to a third party. If you have any questions regarding this notice, please contact the sender.


From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Diane J. Kiepe
Sent: Tuesday, June 4, 2019 10:57 AM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Mortgage Payments During Probate

First, I will assume the Will is silent on this point but if the house says free and clear the estate pays.  Otherwise see below:

RCW 11.12.070<https://eur01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fapp.leg.wa.gov%2FRCW%2Fdefault.aspx%3Fcite%3D11.12.070&data=02%7C01%7C%7C7c5313d470c940b5fc4808d6e91c995e%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636952706378632840&sdata=MqAwsbe9I5Ctb03XO%2FlRMZUIpvlSGbXy%2FTPhz3cVnv8%3D&reserved=0>
Devise or bequeathal of property subject to encumbrance.
When any real or personal property subject to a mortgage is specifically devised, the devisee shall take such property so devised subject to such mortgage unless the will provides that such mortgage be otherwise paid. The term "mortgage" as used in this section shall not include a pledge of personal property.
A charge or encumbrance upon any real or personal estate for the purpose of securing the payment of money, or the performance of any covenant or agreement, shall not be deemed a revocation of any will relating to the same estate, previously executed. The devises and legacies therein contained shall pass and take effect, subject to such charge or encumbrance.
[ 1965 c 145 § 11.12.070.<https://eur01.safelinks.protection.outlook.com/?url=http:%2F%2Fleg.wa.gov%2FCodeReviser%2Fdocuments%2Fsessionlaw%2F1965c145.pdf%3Fcite%3D1965%2520c%2520145%2520%C2%A7%252011.12.070.&data=02%7C01%7C%7C7c5313d470c940b5fc4808d6e91c995e%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636952706378652850&sdata=PrPZgEXrVUV8587TgtUC3rDh%2FZ4i6%2FSbw%2F8vvj2RTOw%3D&reserved=0> Prior: 1955 c 205 § 2;<https://eur01.safelinks.protection.outlook.com/?url=http:%2F%2Fleg.wa.gov%2FCodeReviser%2Fdocuments%2Fsessionlaw%2F1955c205.pdf%3Fcite%3D1955%2520c%2520205%2520%C2%A7%25202%3B&data=02%7C01%7C%7C7c5313d470c940b5fc4808d6e91c995e%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636952706378662861&sdata=qzA4LQhVWbr9UOEJ2GxT1iA%2BT6JOBQwfRMRzUEUynpw%3D&reserved=0> 1917 c 156 § 31;<https://eur01.safelinks.protection.outlook.com/?url=http:%2F%2Fleg.wa.gov%2FCodeReviser%2Fdocuments%2Fsessionlaw%2F1917c156.pdf%3Fcite%3D1917%2520c%2520156%2520%C2%A7%252031%3B&data=02%7C01%7C%7C7c5313d470c940b5fc4808d6e91c995e%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636952706378682882&sdata=v8py4J3P80piHv1miPMYWSuhwba8DRU95Tn5Yon49Xs%3D&reserved=0> RRS § 1401; prior: Code 1881 § 1324; 1860 p 170 § 26.<https://eur01.safelinks.protection.outlook.com/?url=http:%2F%2Fleg.wa.gov%2FCodeReviser%2FPages%2Fsession_laws.aspx%3Fcite%3D1860%2520p%2520170%2520%C2%A7%252026.&data=02%7C01%7C%7C7c5313d470c940b5fc4808d6e91c995e%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636952706378692887&sdata=rSA8qRsgllrSehKhNuOSReTrY7OwA57CUzEmdJVrIXs%3D&reserved=0>]


From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Paul Neumiller
Sent: Tuesday, June 4, 2019 9:34 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Mortgage Payments During Probate

David, did you ever get a response to your post.  I don’t have your issue but I imagine it will come up eventually.


[cid:image003.jpg at 01D51AB8.8E16C820]




From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of David Greenberg
Sent: Tuesday, May 28, 2019 1:35 PM
To: WSBA Probate & Trust Listserv (wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>) <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Mortgage Payments During Probate

Hello all,

I have a question that seems straight forward, but I cannot find any authority.

Deceased owned a house with a mortgage.  The will gives the house to Beneficiary A subject to the mortgage.  Beneficiaries B and C get the residue.  Who pays the mortgage during the administration of the estate?  It seems that Beneficiary A should be paying the mortgage starting at date of death because she receives the house subject to the mortgage.  I have not found any authority to support this, but logically it makes sense to me.

If you have any authority in support of or against this or if you have thoughts to the contrary, please let me know.

Thanks,
Dave

David R. Greenberg
Director
Betts, Patterson & Mines, P.S.
One Convention Place
701 Pike Street, Suite 1400
Seattle, WA  98101-3927
D 206.268.8610 | F 206.343.7053
www.bpmlaw.com<https://eur01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.bpmlaw.com%2F&data=02%7C01%7C%7C7c5313d470c940b5fc4808d6e91c995e%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636952706378702892&sdata=HGoh1Qkadp78rqHaEr2FqqAfTSHMH3zhd5MjgTjl58Q%3D&reserved=0>
[logo+tagline-medium (2)]

Confidentiality Notice:  This email and any attachments may contain confidential or attorney-client protected information that may not be further distributed by any means without permission of the sender.  If you are not the intended recipient, you are hereby notified that you are not permitted to read its content and that any disclosure, copying, printing, distribution or use of any of the information is prohibited.  If you have received this email in error, please immediately notify the sender by return e-mail and delete the message and its attachments without saving in any manner.

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20190605/07b15ff6/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image005.jpg
Type: image/jpeg
Size: 7973 bytes
Desc: image005.jpg
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20190605/07b15ff6/image005.jpg>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image006.jpg
Type: image/jpeg
Size: 7992 bytes
Desc: image006.jpg
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20190605/07b15ff6/image006.jpg>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image007.jpg
Type: image/jpeg
Size: 8210 bytes
Desc: image007.jpg
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20190605/07b15ff6/image007.jpg>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image008.jpg
Type: image/jpeg
Size: 3778 bytes
Desc: image008.jpg
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20190605/07b15ff6/image008.jpg>


More information about the WSBAPT mailing list