<html><head><meta http-equiv="Content-Type" content="text/html charset=windows-1252"></head><body style="word-wrap: break-word; -webkit-nbsp-mode: space; -webkit-line-break: after-white-space;">Thanks Stuart, I deeply appreciate it! This language works in my situation.<br><div>
<span class="Apple-style-span" style="border-collapse: separate; color: rgb(0, 0, 0); font-family: Helvetica; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; orphans: 2; text-align: -webkit-auto; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; border-spacing: 0px; -webkit-text-decorations-in-effect: none; -webkit-text-stroke-width: 0px;"><span class="Apple-style-span" style="border-collapse: separate; color: rgb(0, 0, 0); font-family: Helvetica; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; orphans: 2; text-align: -webkit-auto; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; border-spacing: 0px; -webkit-text-decorations-in-effect: none; -webkit-text-stroke-width: 0px;"><span class="Apple-style-span" style="border-collapse: separate; color: rgb(0, 0, 0); font-family: Helvetica; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; orphans: 2; text-align: -webkit-auto; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; border-spacing: 0px; -webkit-text-decorations-in-effect: none; -webkit-text-stroke-width: 0px;"><span class="Apple-style-span" style="border-collapse: separate; color: rgb(0, 0, 0); font-family: Helvetica; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; orphans: 2; text-align: -webkit-auto; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; border-spacing: 0px; -webkit-text-decorations-in-effect: none; -webkit-text-stroke-width: 0px;"><span class="Apple-style-span" style="border-collapse: separate; color: rgb(0, 0, 0); font-family: Helvetica; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; orphans: 2; text-align: -webkit-auto; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; border-spacing: 0px; -webkit-text-decorations-in-effect: none; -webkit-text-stroke-width: 0px;"><div><font size="2"><font face="Verdana, Helvetica, Arial"><span style="font-size: 10pt;"><br class="Apple-interchange-newline">Ramón E Ortiz-Vélez</span></font></font></div><div><font size="2"><font face="Verdana, Helvetica, Arial"><span style="font-size: 10pt;">Attorney at Law</span></font></font></div><div><font size="2"><font face="Verdana, Helvetica, Arial"><span style="font-size: 10pt;">Ortiz Gosalia PLLC</span></font></font></div><div><span style="font-family: Verdana, Helvetica, Arial; font-size: 13px; text-align: -webkit-auto;">15446 Bel-Red Rd, Suite 101</span></div><div><span style="font-family: Verdana, Helvetica, Arial; font-size: 13px; text-align: -webkit-auto;">Redmond, WA 98052</span></div><div><span style="font-family: Verdana, Helvetica, Arial; font-size: 13px; text-align: -webkit-auto;">Voice: (425)633-2004</span></div><div><span style="font-size: 10pt; 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</span></span></span></span></span></span></span></span></span></span></span></span></div><br><div><div>On Nov 5, 2014, at 2:32 PM, Stuart Scarff <<a href="mailto:stuart@scarfflaw.com">stuart@scarfflaw.com</a>> wrote:</div><br class="Apple-interchange-newline"><blockquote type="cite"><div lang="EN-US" link="blue" vlink="purple" style="font-family: Helvetica; font-size: 12px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-stroke-width: 0px;"><div class="WordSection1" style="page: WordSection1;"><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: 'Baskerville Old Face', serif; color: rgb(68, 84, 106);">Ramon,<o:p></o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: 'Baskerville Old Face', serif; color: rgb(68, 84, 106);"> </span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: 'Baskerville Old Face', serif; color: rgb(68, 84, 106);">I have dealt with the issue of children from a prior marriage and what to do with the primary residence several times and each situation has its own nuances. I have attached some specimen language that may serve as a starting point for you. <o:p></o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: 'Baskerville Old Face', serif; color: rgb(68, 84, 106);"> </span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: 'Baskerville Old Face', serif; color: rgb(68, 84, 106);">Good luck and do not hesitate to contact me with any questions.<o:p></o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: 'Baskerville Old Face', serif; color: rgb(68, 84, 106);"> </span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: 'Baskerville Old Face', serif; color: rgb(68, 84, 106);">Respectfully,<o:p></o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: 'Baskerville Old Face', serif; color: rgb(68, 84, 106);"> </span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-size: 16pt; font-family: 'Monotype Corsiva'; color: blue;">Stuart Scarff, Esq.<o:p></o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-size: 9pt; font-family: 'Comic Sans MS'; color: navy;">3035 Island Crest Way, Suite 201</span><span style="font-size: 9pt; color: navy;"><o:p></o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-size: 9pt; font-family: 'Comic Sans MS'; color: navy;">Mercer Island, WA 98040</span><span style="font-size: 9pt; font-family: Calibri, sans-serif; color: navy;"><o:p></o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-size: 9pt; font-family: 'Comic Sans MS'; color: navy;">206.236.1500<o:p></o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-size: 9pt; font-family: 'Comic Sans MS'; color: navy;">206.382.0245 (fax)<o:p></o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-size: 9pt; font-family: 'Comic Sans MS'; color: navy;"><a href="http://www.scarfflaw.com/" style="color: purple; text-decoration: underline;">www.scarfflaw.com</a><o:p></o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><a href="http://www.facebook.com/ScarffLawFirm" style="color: purple; text-decoration: underline;"><span style="font-size: 11pt; font-family: Calibri, sans-serif; text-decoration: none;"><image001.png></span></a><span style="font-size: 11pt; font-family: Calibri, sans-serif; color: rgb(31, 73, 125);"> <span class="Apple-converted-space"> </span></span><a href="http://www.linkedin.com/pub/stuart-scarff/2/706/97" style="color: purple; text-decoration: underline;"><span style="font-size: 11pt; font-family: Calibri, sans-serif; text-decoration: none;"><image002.png></span></a><span style="font-size: 11pt; font-family: Calibri, sans-serif; color: rgb(31, 73, 125);"> </span><a href="http://www.scarfflaw.com/" style="color: purple; text-decoration: underline;"><span style="font-size: 11pt; font-family: Calibri, sans-serif; color: rgb(31, 73, 125); text-decoration: none;"><image003.png></span></a><span style="font-size: 9pt; font-family: 'Comic Sans MS'; color: navy;"><o:p></o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-size: 13.5pt; font-family: Webdings; color: rgb(0, 128, 64);">P</span><span style="font-size: 7.5pt; font-family: Verdana, sans-serif; color: rgb(0, 128, 64);"> Please consider the environment before printing this e-mail</span><span style="font-size: 11pt; font-family: Calibri, sans-serif;"><o:p></o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-size: 7.5pt; font-family: Calibri, sans-serif; color: navy;">This message and any attachments hereto are intended for the exclusive use of the addressee and may contain proprietary, confidential and/or privileged information. If you are not the intended recipient, please delete this message and notify me immediately that you received this message in error; and do not copy, disclose or distribute this message to anyone.</span><span style="font-size: 11pt; font-family: Calibri, sans-serif; color: rgb(31, 73, 125);"><o:p></o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-family: 'Baskerville Old Face', serif; color: rgb(68, 84, 106);"> </span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><b><span style="font-size: 11pt; font-family: Calibri, sans-serif;">From:</span></b><span style="font-size: 11pt; font-family: Calibri, sans-serif;"><span class="Apple-converted-space"> </span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com" style="color: purple; text-decoration: underline;">wsbapt-bounces@lists.wsbarppt.com</a><span class="Apple-converted-space"> </span>[<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" style="color: purple; text-decoration: underline;">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]<span class="Apple-converted-space"> </span><b>On Behalf Of<span class="Apple-converted-space"> </span></b>MK Henderson<br><b>Sent:</b><span class="Apple-converted-space"> </span>Wednesday, November 05, 2014 1:41 PM<br><b>To:</b><span class="Apple-converted-space"> </span>WSBA Probate & Trust Listserv<br><b>Subject:</b><span class="Apple-converted-space"> </span>Re: [WSBAPT] Allowing Surviving Spouse to Live in Marital Home<o:p></o:p></span></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><o:p> </o:p></div><div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;">I've seen wills that say the Surviving Spouse may stay in the home for as long as she/he wants but once they move out the home will be sold. There are usually conditions of some sort. I don't see anything wrong with a set time such as: <o:p></o:p></div><div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"> "If X dies first Y may continue to live in the Residence rent-free for (x # of years) however, Y must pay all utilites, rent, etc." <o:p></o:p></div></div></div><div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><o:p> </o:p></div><div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;">On Wed, Nov 5, 2014 at 12:49 PM, Ramon Ortiz <<a href="mailto:rortiz@ortizgosalialaw.com" target="_blank" style="color: purple; text-decoration: underline;">rortiz@ortizgosalialaw.com</a>> wrote:<o:p></o:p></div><blockquote style="border-style: none none none solid; border-left-color: rgb(204, 204, 204); border-left-width: 1pt; padding: 0in 0in 0in 6pt; margin-left: 4.8pt; margin-right: 0in;"><div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;">Dear Colleagues, I have a question regarding allowing a surviving spouse to remain in the marital home for as long as he/she desires. For example, H has two children from previous marriage to whom he desires that they share 48% of the estate; he wants W to take the remaining 52%. The marital home (which is the largest part of the estate) will most likely be sold at H’s death. However, H would like for W to remain in the house as long as she wants and so that she has enough time to decide in relocation (basically, so there’s not a forced sale right away, but so that there’s time for her). <o:p></o:p></div><div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><o:p> </o:p></div></div><div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;">Would a clause in the will stating that W is allowed to remain in the marital home for as long as she wants create any problems? I’m thinking that it should be outlined that W would still have to cover the utilities and costs (including taxes), etc.<o:p></o:p></div></div><div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><o:p> </o:p></div></div><div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;">Any thoughts would be deeply appreciated. <o:p></o:p></div><div><div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-size: 10pt; font-family: Verdana, sans-serif;"><br>Ramón E Ortiz-Vélez</span><span style="font-family: Helvetica, sans-serif;"><o:p></o:p></span></div></div><div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-size: 10pt; font-family: Verdana, sans-serif;">Attorney at Law</span><span style="font-family: Helvetica, sans-serif;"><o:p></o:p></span></div></div><div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-size: 10pt; font-family: Verdana, sans-serif;">Ortiz Gosalia PLLC</span><span style="font-family: Helvetica, sans-serif;"><o:p></o:p></span></div></div><div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-size: 10pt; font-family: Verdana, sans-serif;">15446 Bel-Red Rd, Suite 101</span><span style="font-family: Helvetica, sans-serif;"><o:p></o:p></span></div></div><div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-size: 10pt; font-family: Verdana, sans-serif;">Redmond, WA 98052</span><span style="font-family: Helvetica, sans-serif;"><o:p></o:p></span></div></div><div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-size: 10pt; font-family: Verdana, sans-serif;">Voice:<span class="Apple-converted-space"> </span><a href="tel:%28425%29633-2004" target="_blank" style="color: purple; text-decoration: underline;">(425)633-2004</a></span><span style="font-family: Helvetica, sans-serif;"><o:p></o:p></span></div></div><div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-size: 10pt; font-family: Verdana, sans-serif;">Fax:<span class="Apple-converted-space"> </span><a href="tel:%28425%29748-3940" target="_blank" style="color: purple; text-decoration: underline;">(425)748-3940</a></span><span style="font-family: Helvetica, sans-serif;"><o:p></o:p></span></div></div><div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-size: 10pt; font-family: Verdana, sans-serif;">Email: </span><u><span style="font-size: 10pt; font-family: Verdana, sans-serif; color: blue;"><a href="mailto:rortiz@ortizgosalialaw.com" style="color: purple; text-decoration: underline;">rortiz@ortizgosalialaw.com</a></span></u><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><o:p></o:p></span></div></div><div><p class="MsoNormal" style="margin: 0in 0in 12pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-size: 10pt; font-family: Verdana, sans-serif;">Web: </span><u><span style="font-size: 10pt; font-family: Verdana, sans-serif; color: rgb(0, 0, 254);"><a href="http://www.ortizgosalialaw.com/" target="_blank" style="color: purple; text-decoration: underline;">www.ortizgosalialaw.com</a></span></u><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><o:p></o:p></span></p></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><br><span><image004.png></span> <o:p></o:p></span></div><div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"> <span><image005.jpg></span><br></span><span class="hoenzb"><span style="font-size: 11pt; font-family: Calibri, sans-serif;">-- </span></span><span style="font-size: 11pt; font-family: Calibri, sans-serif;"><br><br></span><span class="hoenzb"><o:p></o:p></span></div><blockquote style="margin-top: 5pt; margin-bottom: 5pt;"><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-size: 11pt; font-family: Calibri, sans-serif;">THIS EMAIL MAY CONTAIN CONFIDENTIAL ATTORNEY WORK PRODUCT/ATTORNEY-CLIENT PRIVILEGED COMMUNICATION: This e-mail and any attachments thereto may contain confidential attorney work product and may be subject to the attorney-client communication privilege. 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If you receive this e-mail in error please immediately notify me at </span><u><span style="font-size: 11pt; font-family: Calibri, sans-serif; color: blue;"><a href="mailto:rortiz@ortizgosalialaw.com" style="color: purple; text-decoration: underline;">rortiz@ortizgosalialaw.com</a> </span></u><span style="font-size: 11pt; font-family: Calibri, sans-serif;">and permanently delete the original copy and any copy of any e-mail, and any printout thereof.<br><br>TAX ADVICE NOTICE: Treasury Circular 230 Disclosure: Pursuant U.S. Treasury Regulations governing tax practice, to the extent this communication contains any statement of tax advice, such statement is not intended or written to be used, and cannot be used, by any person for the purpose of, or as the basis for, avoiding tax penalties that may be imposed on that person.</span><o:p></o:p></div></blockquote><div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"> </span></div></div><p class="MsoNormal" style="margin: 0in 0in 12pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"> </span></p></div></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><o:p> </o:p></div></div></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><br>_______________________________________________<br>WSBAPT mailing list<br><a href="mailto:WSBAPT@lists.wsbarppt.com" style="color: purple; text-decoration: underline;">WSBAPT@lists.wsbarppt.com</a><br><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" target="_blank" style="color: purple; text-decoration: underline;">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></div></blockquote></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><br><br clear="all"><o:p></o:p></div><div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;"><o:p> </o:p></div></div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;">--<o:p></o:p></div><div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;">Mary K. Henderson<o:p></o:p></div><div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;">Henderson Law Office PLLC<br>1123 Maple Ave SW, Suite 225<o:p></o:p></div></div><div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;">Renton, WA 98057<o:p></o:p></div></div><div><div style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: 'Times New Roman', serif;">206-650-2472<o:p></o:p></div></div></div></div></div><span><Primary Residence-Second Marriage Language.docx></span>_______________________________________________<br>WSBAPT mailing list<br><a href="mailto:WSBAPT@lists.wsbarppt.com" style="color: purple; text-decoration: underline;">WSBAPT@lists.wsbarppt.com</a><br><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" style="color: purple; text-decoration: underline;">http://mailman.fsr.com/mailman/listinfo/wsbapt</a></div></blockquote></div><br></body></html>