[WSBAPT] LOPA Question

Jordan Kostelyk jordan at everlastinglegalsolutions.com
Wed May 14 12:33:09 PDT 2025 

Thank you!

> On 05/13/2025 4:06 PM PDT James Dolan <jbdolan at jbdolan.com> wrote:
>  
>  
> 
> I agree with both of your conclusions.  As to my original question, H’s children have no objection to W claiming the house, and I was hoping for an easy way to accomplish that, but I agree that probate will be necessary.
> 
>  
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> Thank you,
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>  
> 
> -jbd-
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>  
> 
> From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Jane Bitz
> Sent: Tuesday, May 13, 2025 4:02 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] LOPA Question
> 
>  
> 
> As to Jordan’s question: If you have a surviving spouse and all assets are community property of their marriage, the marital home could be the subject of a LOPA. If the decedent spouse also had a small account (<$100K) in their name,
> 
>  
> 
> As to Jordan’s question: If you have a surviving spouse and all assets are community property of their marriage, the marital home could be the subject of a LOPA. If the decedent spouse also had a small account (<$100K) in their name, surviving spouse could use a Small Estate Affidavit to claim it because the decedent’s estate “subject to probate” is under $100K.
> 
>  
> 
> As to the original question: I think you have to file a probate of husband’s estate because the property in his name only is an asset acquired before marriage and thus it is his separate property. Under RCW 11.04.015, the surviving spouse receives: All of the net Community Property estate; and One-half of the net separate estate if the intestate is survived by issue . . .
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>  
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> The surviving spouse can Petition for a Spousal Allowance/Award, to ask that the Court award her the entire ownership of the house from decedent’s estate.
> 
>  
> 
> Jane.
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>  
> 
> Jane G. Bitz
> 
> Of Counsel
> 
> WHC Attorneys PLLC
> 
> 12209 E. Mission Ave, Suite 5
> 
> Spokane Valley, WA 99206-4824
> 
> (509) 927-9700 x126
> 
> FAX: (509) 777-1800
> 
>  
> 
> 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 Jordan Kostelyk
> Sent: Tuesday, May 13, 2025 3:43 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com mailto:wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] LOPA Question
> 
>  
> 
> Sorry, this is not an answer to the question but it came to my mind with the answers, Are both a LOPA and small estate affidavit allowed to be used together? 
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>  
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> And any good resources someone can recommend to learn more about LOPA? 
> 
> > 
> > On 05/13/2025 3:32 PM PDT Dalynne Singleton <dalynne at glgmail.com mailto:dalynne at glgmail.com> wrote:
> > 
> >  
> > 
> >  
> > 
> > Sorry misread the posting – I meant cannot use Small Estate Affidavit.
> > 
> > The LOPA cannot be used when the property would have been the separate of the decedent and the wife wants to prepare and record the LOPA.
> > 
> >  
> > 
> > Dalynne Singleton 
> > 
> > Dalynne Singleton
> > 
> > Gourley Law Group
> > 
> > Snohomish Escrow/The Exchange Connection
> > 
> > 1002 10th Street / PO Box 1091
> > 
> > Snohomish, WA 98291
> > 
> > 360.568.5065
> > 
> > 360.568.8092  fax
> > 
> > dalynne at glgmail.com mailto:dalynne at glgmail.com  Website:  www.glglawgroup.com https://urldefense.proofpoint.com/v2/url?u=http-3A__www.glglawgroup.com_&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=I2qYBUh8DR7Ufkoz3RyAsvsUGh1kg0Fhdcntf20KKjtTZtHqyOgvRA5naYGlwQoj&s=i0BZ7F9faY_DF7b-8QXXAVODRa1tyNFUMoWzKmZb-l8&e=
> > 
> > Attorney/client meetings will be handled virtually whenever possible.  If you would like to set a consultation, please call/email one my paralegals Valerie valerie at glgmail.com mailto:valerie at glgmail.com, Kelly kelly at glgmail.com mailto:kelly at glgmail.com, or Theresa theresa at glgmail.com mailto:theresa at glgmail.com.  My co-counsel is Attorney Spencer Clower with paralegal, Kristin Jacobs, for Estate litigation (spencer at glgmail.com mailto:spencer at glgmail.com kristin at glgmail.com mailto:kristin at glgmail.com) & Carrie Ulrich and Candace Wilkerson, co-counsel in probate (carrie at glgmail.com mailto:carrie at glgmail.com and candace at glgmail.com mailto:candace at glgmail.com ).
> > 
> >  
> > 
> > LICENSED IN WASHINGTON. 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.
> > 
> >       
> > 
> >  
> > 
> > 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 Dalynne Singleton
> > Sent: Tuesday, May 13, 2025 3:31 PM
> > To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com mailto:wsbapt at lists.wsbarppt.com>
> > Subject: Re: [WSBAPT] LOPA Question
> > 
> >  
> > 
> > I think you are correct.  You cannot use a LOPA when there is real property involved.
> > 
> >  
> > 
> > Dalynne Singleton 
> > 
> > Dalynne Singleton
> > 
> > Gourley Law Group
> > 
> > Snohomish Escrow/The Exchange Connection
> > 
> > 1002 10th Street / PO Box 1091
> > 
> > Snohomish, WA 98291
> > 
> > 360.568.5065
> > 
> > 360.568.8092  fax
> > 
> > dalynne at glgmail.com mailto:dalynne at glgmail.com  Website:  www.glglawgroup.com https://urldefense.proofpoint.com/v2/url?u=http-3A__www.glglawgroup.com_&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=I2qYBUh8DR7Ufkoz3RyAsvsUGh1kg0Fhdcntf20KKjtTZtHqyOgvRA5naYGlwQoj&s=i0BZ7F9faY_DF7b-8QXXAVODRa1tyNFUMoWzKmZb-l8&e=
> > 
> > Attorney/client meetings will be handled virtually whenever possible.  If you would like to set a consultation, please call/email one my paralegals Valerie valerie at glgmail.com mailto:valerie at glgmail.com, Kelly kelly at glgmail.com mailto:kelly at glgmail.com, or Theresa theresa at glgmail.com mailto:theresa at glgmail.com.  My co-counsel is Attorney Spencer Clower with paralegal, Kristin Jacobs, for Estate litigation (spencer at glgmail.com mailto:spencer at glgmail.com kristin at glgmail.com mailto:kristin at glgmail.com) & Carrie Ulrich and Candace Wilkerson, co-counsel in probate (carrie at glgmail.com mailto:carrie at glgmail.com and candace at glgmail.com mailto:candace at glgmail.com ).
> > 
> >  
> > 
> > LICENSED IN WASHINGTON. 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.
> > 
> >       
> > 
> >  
> > 
> > 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 Dolan
> > Sent: Tuesday, May 13, 2025 3:18 PM
> > To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com mailto:wsbapt at lists.wsbarppt.com>
> > Subject: [WSBAPT] LOPA Question
> > 
> >  
> > 
> > H & W second marriage.  Both H & W have children from previous marriages.
> > 
> >  
> > 
> > H purchases real property in his name prior to marriage.  This property is the residence where both H & W live.
> > 
> >  
> > 
> > H dies without a Will.  H & W did not have a CPA.  Real property is still in his name only.  All financial assets are POD to W.  The only property remaining in H’s name is the residence.
> > 
> >  
> > 
> > I don’t see any way to convey this property without intestate probate.  On paper it is not community property, so a LOPA will not work?
> > 
> >  
> > 
> > Anyone have a better idea?
> > 
> >  
> > 
> > Jim Dolan
> > 
> >  
> > 
> > =========================
> > 
> >  
> > 
> > Jones Butler Dolan, PS
> > 
> > P.O. Box 458
> > 
> > 10027 SR 532
> > 
> > Stanwood, WA 98292
> > 
> > (tel) 360-336-2939
> > 
> > (fax) 360-336-2949
> > 
> >  
> > 
> > ***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.***
> > _______________________________________________
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> > http://mailman.fsr.com/mailman/listinfo/wsbapt https://urldefense.proofpoint.com/v2/url?u=http-3A__mailman.fsr.com_mailman_listinfo_wsbapt&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=I2qYBUh8DR7Ufkoz3RyAsvsUGh1kg0Fhdcntf20KKjtTZtHqyOgvRA5naYGlwQoj&s=s7mzdh8axG1LltBI-cLY7Zg30C6YgsCjyBEd0IbdVsA&e=
> > 
> 
>  
> 
> (Ms.) Jordan D. Kostelyk, Esq.
> 
>  
> 
> Tel: 425-244-5196
> 
> Email: jordan at everlastinglegalsolutions.com mailto:jordankostelykatlaw at gmail.com
> 
> Website: https://everlastinglegalsolutions.com/ https://urldefense.proofpoint.com/v2/url?u=https-3A__everlastinglegalsolutions.com_&d=DwMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=H6n6r-DFlIz7r5VdHBmWpbj50tmhBsMLlFcQIU1RVMM&m=I2qYBUh8DR7Ufkoz3RyAsvsUGh1kg0Fhdcntf20KKjtTZtHqyOgvRA5naYGlwQoj&s=D-doRsehNuy0VyNyFrhVAwNw0kqmJ8R0LCvDYjrA9rY&e= 
> 
>  
> 
> This communication is confidential and may be subject to the attorney-client privilege and/or is protected by the work product doctrine. It is intended only for the individual(s) designated herein and is covered by the Electronic Communications Privacy Act, 18 U.S.C. Sections 2510-2521.  If you are not the intended recipient, any dissemination, distribution, or copying of this communication is strictly prohibited.
> 
> ***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
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> 
 
(Ms.) Jordan D. Kostelyk, Esq.
 
Tel: 425-244-5196
Email: jordan at everlastinglegalsolutions.com mailto:jordankostelykatlaw at gmail.com
Website: https://everlastinglegalsolutions.com/ 
 
This communication is confidential and may be subject to the attorney-client privilege and/or is protected by the work product doctrine. It is intended only for the individual(s) designated herein and is covered by the Electronic Communications Privacy Act, 18 U.S.C. Sections 2510-2521.  If you are not the intended recipient, any dissemination, distribution, or copying of this communication is strictly prohibited.
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