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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">I think the Personal Representative would be given wide latitude to make reasonable decisions here. As long as they are not showing preference (paying to ship
to one heir but not another) and making decisions that are generally in the best interest of the estate, they can pay, or not pay.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">For example, I had an estate where the beneficiary was in Hawaii and wanted the estate to pay to ship a convertible (worth less than $10,000) to him. Estate refused
given the cost and unfairness to the other beneficiaries. I have had other situations where the estate paid for a U-Haul for a beneficiary to come move furniture that they were keeping. If you aren’t worried about convincing the IRS that these costs are legitimate
“estate expenses”, get the beneficiaries to agree, or have the Personal Representative put their plan in writing to all beneficiaries and let them challenge in Court if they don’t like it.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Heather<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Vladimir Script";color:#1F497D">Heather S. de Vrieze</span><b><span style="font-size:16.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><br>
</span></b><i><span style="font-size:11.0pt;font-family:"Garamond",serif;color:#1F497D">Attorney-at-Law<o:p></o:p></span></i></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">3909 California Avenue SW<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">Seattle, WA 98116-3705
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">(206)938-5500
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Gerald Sprute<br>
<b>Sent:</b> Wednesday, June 10, 2015 9:15 AM<br>
<b>To:</b> RPPT listserv<br>
<b>Subject:</b> [WSBAPT] Shipping costs of estate items<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-family:"Calibri",sans-serif">Probate gurus,<br>
<br>
Who is responsible for paying for the cost of shipping personal items to an heir? Is it the beneficiary receiving the property, or is this considered an administrative cost of distributing assets and thus borne by the estate? The Will is silent on this issue.<br>
<br>
Jerry Sprute<br>
<br>
Law Office of Gerald A. Sprute<br>
P.O. Box 1657<br>
Duvall, WA 98019<br>
Tel: (425) 892-4079<br>
Fax: (425) 844-9151<br>
<a href="http://www.sprutelaw.com" target="_blank">www.sprutelaw.com</a><br>
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