[WSBAPT] finding a beneficiary
Sharon Rutberg
sharon at salmonbaylaw.com
Tue Dec 20 12:05:04 PST 2022
We have used Von Langen search service with good results.
Sharon C. Rutberg, Attorney at Law
Salmon Bay Law Group, PLLC
1734 NW Market St.
Seattle, WA 98107
206-735-3177, ext. 2
sharon at salmonbaylaw.com
Website: www.salmonbaylaw.com
Washington State Bar #47055
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of wsbapt-request at lists.wsbarppt.com
Sent: Tuesday, December 20, 2022 12:00 PM
To: wsbapt at lists.wsbarppt.com
Subject: WSBAPT Digest, Vol 99, Issue 30
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Today's Topics:
1. I need help locating a missing beneficiary (Kerry Brink)
2. Juno Auto Response. Re: I need help locating a missing
beneficiary (laj-laws at juno.com)
3. Re: I need help locating a missing beneficiary (Christopher Neil)
4. Re: I need help locating a missing beneficiary (Nick Pleasants)
5. Mexico Religious Wedding Ceremony - valid in US as marriage?
(Dalynne Singleton)
6. Can a Canadian Citizen be a Witness to a Washington Will
(Jeff at bellanddavispllc.com)
7. Re: Can a Canadian Citizen be a Witness to a Washington Will
(Roger Hawkes)
8. Re: Mexico Religious Wedding Ceremony - valid in US as
marriage? (Katie Smith Patel)
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Message: 1
Date: Tue, 20 Dec 2022 00:24:04 +0000
From: Kerry Brink <Kbrink at vjglaw.com>
To: "wsbapt at lists.wsbarppt.com" <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] I need help locating a missing beneficiary
Message-ID: <68B272BC-AF22-4D3E-9669-11E33A2BF128 at vjglaw.com>
Content-Type: text/plain; charset="us-ascii"
Any referrals to help us in locating a missing beneficiary would be much appreciated.
Thank you so much!
Kerry Brink
Sent from my iPhone
------------------------------
Message: 2
Date: Mon, 19 Dec 2022 16:29:18 -0800 (PST)
From: laj-laws at juno.com
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Juno Auto Response. Re: I need help locating a
missing beneficiary
Message-ID: <AABT4CAQ8AX9H6A2 at maildeliver05.dca.untd.com>
Mr. Johnstone’s availability will be extremely limited until the first week of the New Year. If you need to leave him an urgent message, feel free to leave a detailed one here at this email address or on his toll-free number, which is (888) 298-1647.
If he’s able to get back to you during this time he will do so; otherwise, expect to hear back from him after he is in the office again full time beginning Tuesday afternoon (January 3).
Stay safe and enjoy this Wonderful Holiday Season!
The Law Offices of Larry A. Johnstone, Attorney at Law, PLLC
------------------------------
Message: 3
Date: Mon, 19 Dec 2022 16:46:41 -0800
From: Christopher Neil <chris.neil at neillaw.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] I need help locating a missing beneficiary
Message-ID: <030EF94C-791D-48FA-826B-F0837691852F at neillaw.com>
Content-Type: text/plain; charset="us-ascii"
Hello Kerry,
My office has had good luck with Roy Rutherford of Special Investigations of Washington.
Roy Rutherford
Special Investigations of Washington
http://www.specialinvestigations.com <http://www.specialinvestigations.com/>
Tel: 253-847-3848
Special Investigations of Washington
PO Box 4849
Spanaway, WA 98387
Chris Neil | Attorney | Neil & Neil, P.S.
5302 Pacific Avenue,Tacoma,WA 98408 | Chris.Neil at NeilLaw.com
(253)475-8600 | f:(253)473-5746
Just so you know: This email address is not monitored at all times. So, if your matter is urgent please phone my office.
Also, this message in not encrypted, therefore it may not be secure. This message and attachments is confidential, may contain information that is privileged. If you are not the intended recipient, please notify the sender at once by email or 253-475-8600 and delete this message completely from your information system. Further use, disclosure, or copying of information contained in this email is not authorized, and receipt by anyone other than the named recipient is not a waiver of any attorney-client, work product, or other applicable privilege; or other confidentiality protections. Thank you.
> On Dec 19, 2022, at 4:24 PM, Kerry Brink <Kbrink at vjglaw.com> wrote:
>
> Any referrals to help us in locating a missing beneficiary would be much appreciated.
>
> Thank you so much!
>
> Kerry Brink
>
>
> Sent from my iPhone
>
> ***Disclaimer: Please note that RPPT listserv participation is not
> restricted to practicing attorneys and may include non-practicing
> attorneys, law students, professionals working in related fields, and
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Message: 4
Date: Tue, 20 Dec 2022 00:47:12 +0000
From: Nick Pleasants <npleasants at ohswlaw.com>
To: "'wsbapt at lists.wsbarppt.com'" <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] I need help locating a missing beneficiary
Message-ID:
<CO3PR18MB4896E94B0386D743574120BDC1EA9 at CO3PR18MB4896.namprd18.prod.outlook.com>
Content-Type: text/plain; charset="iso-8859-1"
Kerry,
Try https://www.heirsearch.com/ or https://www.missingheir.com/ I know the name sounds cheesy, but both are good reputable companies that I have used. They can often find the heir if they are still alive in the US. If not, they'll give you a report you can submit to court as proof of the executor's commercially reasonable attempt to locate the heir. Expect to pay about $1,500-$2,000 for a domestic search, or $4,000-$5,000 for international depending on the country. It is billed hourly, they usually ask for a deposit of the full quote upfront, and if the heir is easy to locate, they'll refund the unused deposit.
Best,
Nick
Nicholas Pleasants | Shareholder
Oseran Hahn P.S.
11225 SE 6th Street | Suite 100 |?Bellevue, WA 98004
Main: (425) 455-3900 | Fax: (425) 455-9201 | E-mail: npleasants at ohswlaw.com
CONFIDENTIALITY NOTE: This e-mail message contains information belonging to the law firm of Oseran Hahn, P.S., which may be privileged, confidential and/or protected from disclosure. The information is intended only for the use of the individual or entity named above. If you think that you have received this message in error, please e-mail the sender. If you are not the intended recipient, any dissemination, distribution or copying is strictly prohibited.
-----Original Message-----
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Kerry Brink
Sent: Monday, December 19, 2022 4:24 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] I need help locating a missing beneficiary
[You don't often get email from kbrink at vjglaw.com. Learn why this is important at https://aka.ms/LearnAboutSenderIdentification ]
Any referrals to help us in locating a missing beneficiary would be much appreciated.
Thank you so much!
Kerry Brink
Sent from my iPhone
***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.*** _______________________________________________
WSBAPT mailing list
WSBAPT at lists.wsbarppt.com
http://mailman.fsr.com/mailman/listinfo/wsbapt
------------------------------
Message: 5
Date: Tue, 20 Dec 2022 16:43:45 +0000
From: Dalynne Singleton <dalynne at glgmail.com>
To: "'WSBA Probate & Trust Listserv'" <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Mexico Religious Wedding Ceremony - valid in US as
marriage?
Message-ID:
<BY5PR12MB5542A3B71B5CE59EB1B93BABA5EA9 at BY5PR12MB5542.namprd12.prod.outlook.com>
Content-Type: text/plain; charset="us-ascii"
I have new clients and their father married their stepmother in Mexico 20 years ago in a religious ceremony. They do not know if they followed up with a civil ceremony.
Can someone tell me if that is considered a valid marriage in the US if there was never any US civil ceremony? The stepmother was not a US citizen at time of marriage service in Mexico but later became a US citizen.
>From my understanding the civil ceremony is fully valid for legal purposes here in the United States only if a couple who has a religious ceremony in Mexico, also had the civil ceremony to make it legal in the US.
Thank you.
Dalynne Singleton
Gourley Law Group
Snohomish Escrow
The Exchange Connection
1002 10th Street / PO Box 1091
Snohomish, WA 98291
360.568.5065
360.568.1717 fax
dalynne at glgmail.com<mailto:dalynne at glgmail.com>
Website: www.glglawgroup.com<http://www.glglawgroup.com/>
Attorney/client meetings will be handled by teleconference or virtually whenever possible. I am available by email, telephone, in-person or zoom. If you would like to set a conference with me, please call or email my paralegal theresa at glgmail.com<mailto:theresa at glgmail.com>, angelina at glgmail.com<mailto:angelina at glgmail.com> or dominika at glgmail.com<mailto:dominika at glgmail.com>.
LICENSED IN WASHINGTON AND OREGON
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.
[cid:image001.png at 01D9144E.BC1A5FF0][cid:image002.gif at 01D9144E.BC1A5FF0] [Rated by Super Lawyers] <https://urldefense.proofpoint.com/v2/url?u=http-3A__www.superlawyers.com_redir-3Fr-3Dhttp-3A__www.superlawyers.com_washington_lawyer_Gary-2DManca_ca059d21-2D1b6e-2D4fca-2Db396-2D80c253f82402.html-26c-3Demail-5FSmall-5Fbadge-26i-3Dca059d21-2D1b6e-2D4fca-2Db396-2D80c253f82402&d=DwMGaQ&c=4VfW4Y7UDKzr0jHM1Tk29w&r=wJy-5dBh2e8cdp8KTDyWsjq7WPfG_HRNpImWO5yfs2A&m=FCmO2jSMMhwxfYb-8WN5A3L-M6GKeJ_8gc6cS3vECHM&s=z2j9M4GPJAL7pempIOe0TGAPkMWrzXJSlY1lyMRDlRg&e=>
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Message: 6
Date: Tue, 20 Dec 2022 08:56:46 -0800
From: <Jeff at bellanddavispllc.com>
To: "'WSBA Probate & Trust Listserv'" <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Can a Canadian Citizen be a Witness to a Washington
Will
Message-ID: <008e01d91494$0c1cf540$2456dfc0$@bellanddavispllc.com>
Content-Type: text/plain; charset="us-ascii"
Listmates:
This is a snow issue! Clients really want to sign their Wills today, although there is a lot of snow on the ground and more coming. My usual second witness cannot make it in. Available is a visitor from Canada. Can that person witness? The statute just says a Will must be witnessed by two "competent" people. It says nothing about them being US citizens or even a resident. Have any of you dealt with the problem.
Jeff Davis
W. Jeff Davis
BELL & DAVIS PLLC
Attorneys at Law
P.O. Box 510
720 E. Washington Street, Suite 105
Sequim WA 98382
Phone: (360) 683.1129
Fax: (360) 683.1258
email: <mailto:jeff at bellanddavispllc.com> jeff at bellanddavispllc.com <http://www.bellanddavispllc.com/> www.bellanddavispllc.com
The information contained in this e-mail message may be privileged, confidential, and protected from disclosure. If you are not the intended recipient, any dissemination, distribution, or copying is strictly prohibited. If you think that you have received this e-mail message in error, please e-mail the sender at <mailto:info at bellanddavispllc.com>
info at bellanddavispllc.com or call 360.683.1129.
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Message: 7
Date: Tue, 20 Dec 2022 17:08:01 +0000
From: Roger Hawkes <roger at skyvalleylawyers.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Can a Canadian Citizen be a Witness to a
Washington Will
Message-ID:
<CO6PR20MB3668D124E8D5E61319CF3C2CD5EA9 at CO6PR20MB3668.namprd20.prod.outlook.com>
Content-Type: text/plain; charset="us-ascii"
Not a problem.
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Jeff at bellanddavispllc.com
Sent: Tuesday, December 20, 2022 8:57 AM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Can a Canadian Citizen be a Witness to a Washington Will
Listmates:
This is a snow issue! Clients really want to sign their Wills today, although there is a lot of snow on the ground and more coming. My usual second witness cannot make it in. Available is a visitor from Canada. Can that person witness? The statute just says a Will must be witnessed by two "competent" people. It says nothing about them being US citizens or even a resident. Have any of you dealt with the problem.
Jeff Davis
W. Jeff Davis
BELL & DAVIS PLLC
Attorneys at Law
P.O. Box 510
720 E. Washington Street, Suite 105
Sequim WA 98382
Phone: (360) 683.1129
Fax: (360) 683.1258
email: jeff at bellanddavispllc.com<mailto:jeff at bellanddavispllc.com>
www.bellanddavispllc.com<http://www.bellanddavispllc.com/>
The information contained in this e-mail message may be privileged, confidential, and protected from disclosure. If you are not the intended recipient, any dissemination, distribution, or copying is strictly prohibited. If you think that you have received this e-mail message in error, please e-mail the sender at info at bellanddavispllc.com<mailto:info at bellanddavispllc.com> or call 360.683.1129.
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Message: 8
Date: Tue, 20 Dec 2022 18:11:01 +0000
From: Katie Smith Patel <katie at paracletelaw.com>
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Mexico Religious Wedding Ceremony - valid in US
as marriage?
Message-ID:
<MW4PR12MB680310E065BE5F2D5BCBE67CC4EA9 at MW4PR12MB6803.namprd12.prod.outlook.com>
Content-Type: text/plain; charset="us-ascii"
According to a quick Google search, your understanding appears to be generally correct:
https://mx.usembassy.gov/marriage/#:~:text=Mexican%20official%20translator.-,In%20Mexico%2C%20only%20civil%20marriage%20is%20recognized%20as%20legal.,replaces%20the%20obligatory%20civil%20marriage.
But it would seem the civil ceremony could have occurred in either Mexico or the US for the marriage to be legally recognized in the US. Perhaps there will be a record in whatever state in Mexico they resided in, if they had a civil marriage there.
Katie Patel
Paraclete Estate Planning, LLC
(323) 356-4886
112 Genessee Street
Medford, OR 97504
(working remotely from Snohomish, WA)
Licensed in CA, OR, and WA
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Dalynne Singleton
Sent: Tuesday, December 20, 2022 8:44 AM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Mexico Religious Wedding Ceremony - valid in US as marriage?
Importance: High
I have new clients and their father married their stepmother in Mexico 20 years ago in a religious ceremony. They do not know if they followed up with a civil ceremony.
Can someone tell me if that is considered a valid marriage in the US if there was never any US civil ceremony? The stepmother was not a US citizen at time of marriage service in Mexico but later became a US citizen.
>From my understanding the civil ceremony is fully valid for legal purposes here in the United States only if a couple who has a religious ceremony in Mexico, also had the civil ceremony to make it legal in the US.
Thank you.
Dalynne Singleton
Gourley Law Group
Snohomish Escrow
The Exchange Connection
1002 10th Street / PO Box 1091
Snohomish, WA 98291
360.568.5065
360.568.1717 fax
dalynne at glgmail.com<mailto:dalynne at glgmail.com>
Website: www.glglawgroup.com<http://www.glglawgroup.com/>
Attorney/client meetings will be handled by teleconference or virtually whenever possible. I am available by email, telephone, in-person or zoom. If you would like to set a conference with me, please call or email my paralegal theresa at glgmail.com<mailto:theresa at glgmail.com>, angelina at glgmail.com<mailto:angelina at glgmail.com> or dominika at glgmail.com<mailto:dominika at glgmail.com>.
LICENSED IN WASHINGTON AND OREGON
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.
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