[WSBAPT] estate fees

[Philip N. Jones]

Does anyone have any authority they can cite to support such an allocation?  I don not disagree that it is appropriate in some circumstances, but I would like to see some authority.
One alternative that works in some situations:  Distribute all of the bequests to the non-litigious beneficiaries, so that the only funds remaining will eventually be distributed to the litigious beneficiary.  Then, as the expenses of litigation are paid, guess whose share bears the burden?  Of course, this does not work in all situations, but when it does work, it is a joy to behold.
Phil Jones
Portland, OR

Philip N. Jones
Duffy Kekel LLP
900 S.W. Fifth Ave. Suite 2500
Portland, OR 97204
pjones at duffykekel.com<mailto:pjones at duffykekel.com>
(503) 226-1371 - office
(503) 853-1482 - cell
(503) 226-3574 - fax

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Lenard Wittlake
Sent: Wednesday, June 16, 2021 9:56 AM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] estate fees

We just finished a multi-year fight where we represented nonintervention PR and one heir caused a significant amount of extra work.  We closed with a decree instead of declaration of completion and the court approved charging the one heir for the extra time caused.

Lenard L Wittlake, PLLC
Attorney & Counselor at Law
22 East Poplar Street, Suite 202
P.O. Box 1233
Walla Walla, WA 99362
(509) 529-1529 voice
(509) 850-3515 fax
www.lwattorney.com<http://www.lwattorney.com>
Lenard at wittlakelaw.com<mailto:Lenard at wittlakelaw.com>

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From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Shannon Jones
Sent: Wednesday, June 16, 2021 8:36 AM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] estate fees

Listmates, Where estate attorney fees are increased several thousand dollars due to an heir with counsel who questioned the non-intervention PR's every move, can the PR "allocate" estate fees devoted to that heir's issues only to her share of the estate? Input appreciated.

[cid:image001.png at 01D76297.04ABF140]
Shannon R. Jones | Attorney
Campbell Barnett PLLC
P: 253.848.3513| F: 253.845.4941
317 South Meridian
Puyallup, WA 98371
shannonj at campbellbarnettlaw.com<mailto:shannonj at campbellbarnettlaw.com>
campbellbarnettlaw.com<https://campbellbarnettlaw.com/>

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