<div dir="ltr"><div class="gmail_default"><font size="4">Jacob--Take a look at<font color="#000000" face="Times New Roman">
</font><font face="Calibri"><font color="#000000">RCW 6.15.020(6)</font></font><font color="#000000" face="Times New Roman" size="3">
. See also Estate of Mundell, Idaho, 857 P. 2d 631 (1993). Both seem to support your conclusion as to a surviving spouse's interest in a cp IRA in husband's name. </font></font></div><div class="gmail_default"><font color="#000000" face="Times New Roman" size="3"><br></font></div><div class="gmail_default"><font color="#000000" face="Times New Roman" size="3">Mark</font></div></div><div class="gmail_extra"><br><div class="gmail_quote">On Fri, Oct 16, 2015 at 8:08 AM, Jacob Menashe <span dir="ltr"><<a href="mailto:jacob@hickmanmenashe.com" target="_blank">jacob@hickmanmenashe.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
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<p class="MsoNormal"><span style="color:rgb(31,73,125)">This would mean, then, that if a 401K that had received only “community property” is rolled over to an IRA, that the IRA would be community property – i.e., the wife would have a claim on half of it at husband’s
death? Anybody disagree? <u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)">Thanks, <u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)">Jacob Menashe<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)"><u></u> <u></u></span></p>
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<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Tom Stuen<br>
<b>Sent:</b> Thursday, October 15, 2015 11:03 AM<span><br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
</span><b>Subject:</b> Re: [WSBAPT] 401K to IRA - CP Question<u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)">Jacob: The character of a 401(k) account depends upon whether the issue is a federal ERISA ownership issue or a Washington community property issue. In a divorce, the 401(k) benefit earned during the marriage
is considered community and frequently divided by QDRO. ERISA considers the account owned only by the employee, and therefore prohibits division on the death of the non-employee.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)">Tom Stuen <u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)"><u></u> <u></u></span></p>
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<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">
wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Jacob Menashe<br>
<b>Sent:</b> Thursday, October 15, 2015 9:49 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] 401K to IRA - CP Question<u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)">A community property question: Assume Husband and Wife in a long-time marriage have always lived and worked in Washington. Husband rolls over his 401K, which would not be considered community property, into
an IRA which, in some cases, can be. Do we have a CP IRA now? (I know they could make CP if they want, but I’m wondering what’s the answer if there’s just the rollover.) I apologize if I’m missing something here I should know.
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)">Thank you, <u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)">Jacob<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)">_______________________________<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)">Jacob H. Menashe<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)">Hickman Menashe, PS<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)">4211 Alderwood Mall Blvd., Suite 202<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="color:rgb(31,73,125)"><u></u> <u></u></span></p>
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<p class="MsoNormal"><span style="color:rgb(31,73,125)"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)"><u></u> <u></u></span></p>
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