[WSBAPT] Nonintervention PR not keeping beneficiaries informed

Thu Mar 13 16:09:13 PDT 2025

I agree-No legal obligation except for annual reports under the statute (not with NPs, but beneficiary can request annual report of affairs even then), duty to provide inventory upon request, duty to follow request for special notice procedure, and duty to provide final accounting if a beneficiary objects to closure.

But man, it causes so many problems to just stick with bare minimum duties of communication....

Sincerely,

Eric

Eric C. Nelsen
Sayre Law Offices, PLLC
1417 31st Ave South
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Paul Neumiller
Sent: Thursday, March 13, 2025 3:57 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Nonintervention PR not keeping beneficiaries informed

I don't mean to be contrary but where is the legal requirement or legal citation that a PR must keep the heirs reasonably informed?  I only know of the request for a Special Notice, the right to receive the inventory, and the right to request an accounting at the end.  I guess you can try to remove the PR for malfeasance but I doubt failure to adequately communicate rises to the level of malfeasance.  Before I get flamed here, I know that a PR should use full disclosure via the heirs as the standard to avoid problems BUT I'm asking about the legal obligation to so.

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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 James R Ihnot
Sent: Thursday, March 13, 2025 9:47 AM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Nonintervention PR not keeping beneficiaries informed

I have a similar situation and I filed a Request for Special Notice of Proceedings with a list of items requesting notice for the mentioned issues. That was included in the Request.
I think that gives you a stronger  basis for the motion. My experience is once they do this, they rarely like to comply.

Jim

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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 Marcus Fry
Sent: Tuesday, March 11, 2025 4:52 PM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] Nonintervention PR not keeping beneficiaries informed

Anyone have recent motion practice filings addressing a personal representative who believes because he has nonintervention powers, he does not have to keep the estate's beneficiaries reasonably informed about the status of the estate despite requests for information.  For example, not disclosing to the beneficiaries that an offer was accepted on the estate's farm property and of the closing date?

Interested in hearing how judges/commissioners are addressing this attitude that nonintervention authority means one can ignore requests for information.

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