[WSBAPT] Estate Distribution Interpleader

[Mark Anderson]

Bob's share is just slightly over $100,000.  And Bob lived in California whereas Bob's mother lives in Arkansas.
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<mailto:marka at mbaesq.com>
www.mbaesq.com<http://www.mbaesq.com/>
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Heather de Vrieze
Sent: Wednesday, September 23, 2026 12:48 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>; Solo and Small Practice Section <solo-and-small-practice-section at list.wsba.org>
Subject: Re: [WSBAPT] Estate Distribution Interpleader

Is Bob's share over $100k?
If under, perhaps you could request a small estate affidavit from mom?
Just a thought.
Heather S. de Vrieze
(she/her)
Attorney-at-Law
[cid:image001.jpg at 01DD4B5D.B7CB0400]
3909 California Avenue SW
Seattle, WA 98116-3705
(206)938-5500
heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
www.westseattlelaw.com<http://www.westseattlelaw.com/>

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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 Mark Anderson
Sent: Wednesday, September 23, 2026 12:40 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>; Solo and Small Practice Section <solo-and-small-practice-section at list.wsba.org<mailto:solo-and-small-practice-section at list.wsba.org>>
Subject: [WSBAPT] Estate Distribution Interpleader

Dear All:
A Personal Representative, with nonintervention powers, is ready to make distributions from a testate Estate.  Unfortunately, one of the out-of-state legatees (let's call him "Bob") recently died and no probate action has yet been initiated for Bob.  We believe Bob had no will and we have located a person who we believe to be Bob's sole heir (his mother).
At this point, I am planning to petition the Court to approve distributions from the Estate, supported by an accounting.  I plan to give appropriate notice of this petition to Bob's mother.  My petition will also seek permission from the Court to interplead the funds that would have otherwise gone to Bob.  That way, we can get our distributions out of the way and then leave it up to Bob's estate, whenever established, to collect the funds from the Clerk of the Court.
1.  Is this the right approach?
2,  Could any of you provide an example of language for the petition to request permission to interplead Bob's funds?
In advance, thanks for your continued help here.
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<mailto:marka at mbaesq.com>
www.mbaesq.com<http://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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