[WSBAPT] probate expenses directly related to one heir

[Philip N. Jones]

There is no authority directly on point down here in Oregon, but in Washington, see Greider Family Trust, 16 Wn. App. 2d 1073, 2021 WL 961132 (2021; unpublished), where the court held that the trustee had not acted unreasonably in allocating expenses to the beneficiary who had caused those expenses to be incurred.  But note that the opinion was not published.
Does anyone have any other authority?
Phil Jones

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 Diane J. Kiepe
Sent: Thursday, May 26, 2022 8:37 AM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] probate expenses directly related to one heir

Good Morning all,

I'd appreciate any feedback you can share on how you handle probate fees that are clearly related to one heir (there is no question about it).  I have told counsel for heir I will be reducing the heirs share by expenses related to the extra expense our estate is incurring and I don't suspect any pushback but it got me thinking about what I would say if I got pushback.

Thanks in advance and make it a great day.

Diane J. Kiepe

Diane J. Kiepe
Douglas Eden
717 W. Sprague Ave.
Suite 1500
Spokane, WA  99201
djkiepe at depdslaw.com<mailto:djkiepe at depdslaw.com>
509-455-5300

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