[WSBAPT] Estate Claim Against Beneficiary

[Diane Kiepe]

YW.



Diane Kiepe
Kiepe Estate and Probate, PLLC
diane at kiepelaw.com
200 N. Mullan Rd., Suite 203
Spokane Valley, WA  99206
509-280-6414
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On Mon, Apr 20, 2026 at 4:05 PM Mark Anderson <marka at mbaesq.com> wrote:

> Thank you, Diane, for the information and for your offer.  The Estate is
> already evaluating the concept of throwing good money after bad.  I am not
> reluctant to do work where it is justified.  But in this case, some of the
> work may not be justified in the bigger picture.
>
>
>
> A distribution plan has already been developed and is still being refined
> to account for the acts of the beneficiary.
>
>
>
> Thanks again.
>
>
>
>
> *Mark B. Anderson *ANDERSON LAW FIRM PLLC
> 821 Dock Street, Suite 209, PMB 4-12
> Tacoma, Washington 98402
> +1 253-327-1750
> +1 253-327-1751 (fax)
> marka at mbaesq.com
> www.mbaesq.com
>
>
> *CONFIDENTIALITY NOTICE *This transmission is confidential and is
> intended solely for the use of the individual named recipient. It may be
> protected by the attorney-client privilege, work product doctrine, or other
> confidentiality protection. If you are not the intended recipient, or the
> person responsible to deliver it to the intended recipient, be advised that
> any dissemination, distribution, or copying of this communication is
> prohibited. If you have received this transmission in error, please
> immediately notify the sender via e-mail or by telephone at (253) 327-1750
> that you have received the message in error, and then delete it. Thank you.
>
>
>
> *From:* wsbapt-bounces at lists.wsbarppt.com <
> wsbapt-bounces at lists.wsbarppt.com> *On Behalf Of *Diane Kiepe
> *Sent:* Monday, April 20, 2026 1:10 PM
> *To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> *Subject:* Re: [WSBAPT] Estate Claim Against Beneficiary
>
>
>
> Mark,
>
>
>
> I lost a TEDRA action but still received attorney fees (though I was the
> beneficiary's attorney, and we thought the fees resulted from PR actions).
> To be honest, your PR may be throwing good money after bad.  The PR would
> need to be sure other beneficiaries don't view such actions as a breach to
> them.  That being said, if an invoice for the fees tied to that beneficiary
> is clearly stated and if the fees caused by his/her actions seem
> unreasonable, I would consider drafting a distribution plan, charging that
> beneficiary, and filing the plan with supporting documents with the court
> (taking the formal closing route).  A TEDRA is another possible option, but
> I'm not sure what dollar range you are working with.  Again, spending X to
> save W isn't necessarily prudent.  The issue fits in the definition of
> "Matter" so it may be more straightforward to go the TEDRA route.  If you
> want to talk through anything, I'd be happy to.
>
>
>
>
>
>
> Diane Kiepe
>
> Kiepe Estate and Probate, PLLC
>
> diane at kiepelaw.com
>
> 200 N. Mullan Rd., Suite 203
>
> Spokane Valley, WA  99206
>
> 509-280-6414
>
> Confidentiality Notice: This page and any accompanying documents contain
> information that is confidential, privileged, or exempt from disclosure
> under applicable law and is intended for the exclusive use of the
> addressee. This information is private and protected by law. If you are not
> the intended recipient, you are hereby notified that any disclosure,
> copying, distribution, or use of the contents of this information in any
> manner is strictly prohibited.
>
>
>
>
>
> On Mon, Apr 20, 2026 at 12:13 PM Mark Anderson <marka at mbaesq.com> wrote:
>
> Dear All:
>
> A nonintervention probate estate incurred substantial attorney fees
> because of the conduct of one beneficiary during the course of the
> administration of the estate.  The personal representative wants those
> attorney fees to be taken out of the beneficiary's distribution from the
> estate.
>
> As offered by another member of this Listserv, to recover any attorney
> fees, the estate will have to obtain an order under RCW 11.96A.150.
>
> Have any of you dealt with a situation like this?  Even if you have not, I
> would still like your thoughts on how to proceed.
>
> Thanks in advance.
>
>
> *Mark B. Anderson *ANDERSON LAW FIRM PLLC
> 821 Dock Street, Suite 209, PMB 4-12
> Tacoma, Washington 98402
> +1 253-327-1750
> +1 253-327-1751 (fax)
> marka at mbaesq.com
> www.mbaesq.com
>
>
> *CONFIDENTIALITY NOTICE *This transmission is confidential and is
> intended solely for the use of the individual named recipient. It may be
> protected by the attorney-client privilege, work product doctrine, or other
> confidentiality protection. If you are not the intended recipient, or the
> person responsible to deliver it to the intended recipient, be advised that
> any dissemination, distribution, or copying of this communication is
> prohibited. If you have received this transmission in error, please
> immediately notify the sender via e-mail or by telephone at (253) 327-1750
> that you have received the message in error, and then delete it. Thank you.
>
>
>
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