<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8">
<meta name="Generator" content="Microsoft Word 14 (filtered medium)">
<style><!--
/* Font Definitions */
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
@font-face
{font-family:Tahoma;
panose-1:2 11 6 4 3 5 4 4 2 4;}
@font-face
{font-family:Times;
panose-1:2 2 6 3 5 4 5 2 3 4;}
@font-face
{font-family:LinePrinter;
panose-1:0 0 0 0 0 0 0 0 0 0;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
margin-bottom:.0001pt;
font-size:12.0pt;
font-family:"Times New Roman","serif";}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:blue;
text-decoration:underline;}
a:visited, span.MsoHyperlinkFollowed
{mso-style-priority:99;
color:purple;
text-decoration:underline;}
p
{mso-style-priority:99;
mso-margin-top-alt:auto;
margin-right:0in;
mso-margin-bottom-alt:auto;
margin-left:0in;
font-size:12.0pt;
font-family:"Times New Roman","serif";}
p.formatpaintingcapture-western, li.formatpaintingcapture-western, div.formatpaintingcapture-western
{mso-style-name:formatpaintingcapture-western;
mso-margin-top-alt:auto;
margin-right:0in;
mso-margin-bottom-alt:auto;
margin-left:0in;
font-size:7.0pt;
font-family:"Arial","sans-serif";}
p.formatpaintingcapture-cjk, li.formatpaintingcapture-cjk, div.formatpaintingcapture-cjk
{mso-style-name:formatpaintingcapture-cjk;
mso-margin-top-alt:auto;
margin-right:0in;
mso-margin-bottom-alt:auto;
margin-left:0in;
font-size:12.0pt;
font-family:"Times New Roman","serif";}
p.formatpaintingcapture-ctl, li.formatpaintingcapture-ctl, div.formatpaintingcapture-ctl
{mso-style-name:formatpaintingcapture-ctl;
mso-margin-top-alt:auto;
margin-right:0in;
mso-margin-bottom-alt:auto;
margin-left:0in;
font-size:12.0pt;
font-family:"Times New Roman","serif";}
span.EmailStyle21
{mso-style-type:personal-reply;
font-family:"Calibri","sans-serif";
color:#1F497D;}
.MsoChpDefault
{mso-style-type:export-only;
font-size:10.0pt;}
@page WordSection1
{size:8.5in 11.0in;
margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
{page:WordSection1;}
--></style><!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]-->
</head>
<body lang="EN-US" link="blue" vlink="purple">
<div class="WordSection1">
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Mark,<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"> I have used Successor Affidavits successfully for the trustee of a revocable living trust to claim probate assets of modest value where there
is a pour over Will. However, I have experienced confusion on the part of some financial institutions. I recommend including an explanatory cover letter and possibly providing a copy of the Will.<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>
<font color="#777777" size="4"><span style="FONT-FAMILY: 'Calibri','sans-serif'"><font size="3"><font color="#000000"><o:p>
<p style="MARGIN: 0in 0in 6pt"><span style="FONT-FAMILY: 'Calibri','sans-serif'">Amy C. Lewis, Attorney</span></p>
<p style="MARGIN: 6pt 0in 0pt"><span style="mso-no-proof: yes"><v:shapetype id="_x0000_t75" stroked="f" filled="f" path="m@4@5l@4@11@9@11@9@5xe" o:preferrelative="t" o:spt="75" coordsize="21600,21600"><v:stroke joinstyle="miter"></v:stroke><v:formulas><v:f eqn="if lineDrawn pixelLineWidth 0"></v:f><v:f eqn="sum @0 1 0"></v:f><v:f eqn="sum 0 0 @1"></v:f><v:f eqn="prod @2 1 2"></v:f><v:f eqn="prod @3 21600 pixelWidth"></v:f><v:f eqn="prod @3 21600 pixelHeight"></v:f><v:f eqn="sum @0 0 1"></v:f><v:f eqn="prod @6 1 2"></v:f><v:f eqn="prod @7 21600 pixelWidth"></v:f><v:f eqn="sum @8 21600 0"></v:f><v:f eqn="prod @7 21600 pixelHeight"></v:f><v:f eqn="sum @10 21600 0"></v:f></v:formulas><v:path o:connecttype="rect" gradientshapeok="t" o:extrusionok="f"></v:path><o:lock aspectratio="t" v:ext="edit"></o:lock></v:shapetype><v:shape style="WIDTH: 211px; HEIGHT: 68px; VISIBILITY: visible; mso-wrap-style: square" id="Picture_x0020_16" alt="http://www.eisenhowerlaw.com/sites/www.eisenhowerlaw.com/themes/eisenhower/20150213_logo.png" o:spid="_x0000_i1025" type="#_x0000_t75"><v:imagedata src="http://www.eisenhowerlaw.com/sites/www.eisenhowerlaw.com/themes/eisenhower/20150213_logo.png" o:title="EC_Logo_color"></v:imagedata><img src="cid:logo3693d4" width="211" height="68"></v:shape></span><span style="FONT-FAMILY: 'Calibri','sans-serif'; COLOR: #c00000; FONT-SIZE: 3pt; mso-bidi-font-family: Calibri"><o:p></o:p></span></p>
<p style="MARGIN: 0in 0in 0pt"><span><font color="#c00000"><font style="FONT-SIZE: 10pt">ESTATE PLANNING & PROBATE</font></font></span></p>
<p style="MARGIN-TOP: 0in"><span style="FONT-FAMILY: 'Calibri','sans-serif'; FONT-SIZE: 11pt">1200 Wells Fargo Plaza | 1201 Pacific Avenue | Tacoma, WA 98402<br>
phone 253.572.4500 | fax 253.272.5732 | </span><a href="http://www.eisenhowerlaw.com/"><span style="FONT-FAMILY: 'Calibri','sans-serif'; COLOR: #c00000; FONT-SIZE: 11pt; TEXT-DECORATION: none; text-underline: none">www.eisenhowerlaw.com</span></a></o:p></font></font></span></font></p>
<br>
<div>
<div style="border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>1 Mark Mullins Law Office<br>
<b>Sent:</b> Wednesday, November 04, 2015 2:01 PM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Successorship - EmailID20151104133349<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p><span style="font-family:"Arial","sans-serif"">What are your comments on claiming that a person, apart from his interest as a beneficiary of the estate or trust, who is nominated as Personal Representative can claim to be a "successor" under 11.62 (again,
solely based on his position as the nominated PR)? How about the person named as successor trustee of a trust? This case involves a surviving spouse's recent death and the oldest son being the first living nominated PR of a pour-over will & first living nominated
Trustee of a pre-existing revocable living trust. <o:p></o:p></span></p>
<p><span style="font-family:"Arial","sans-serif"">The definition is <o:p></o:p></span></p>
<p><span style="font-family:"Arial","sans-serif""> (2)(a) "Successor" and "successors" shall mean (subject to subsection (2)(b) of this section): (i) That person or those persons who are entitled to the claimed property pursuant to the terms and provisions
of the last will and testament of the decedent or by virtue of the laws of intestate succession contained in this title; and/or<o:p></o:p></span></p>
<p>I think the questions resolve to "Is a nominated personal representative entitled to the estate property?" and, "Is a nominated trustee entitled to the trust property?" Of course, each actor has a fiduciary duty to carry out his appointed job, but is he
first "entitled" to the property over which he is to exercise control (even where that control is to give it to someone else)? I think the answer is yes, but I think the Small Estate process is designed to allow the ultimate beneficiaries to circumvent at
least the Personal Representative's probate role where they've given the required state notices, paid or provided for all debts, and agreed together on the final disposition.
<o:p></o:p></p>
<p><span style="font-family:"Arial","sans-serif"">Sincerely,<o:p></o:p></span></p>
<p><span style="font-family:"Arial","sans-serif"">Mark D. Mullins<br>
Attorney at Law<o:p></o:p></span></p>
<p><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">P.S. Be aware that if your email address is not on this office's approved list, any email to this office will be deleted without notice to the sender (you) or recipient (me).
<o:p></o:p></span></p>
<p align="center" style="text-align:center"><i><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Law Office of</span></i><i><span style="font-size:7.5pt;font-family:"Arial","sans-serif""><br>
</span></i><b><span style="font-size:13.5pt;font-family:"Times","serif"">M</span></b><b><span style="font-size:10.0pt;font-family:"Times","serif"">ARK</span></b>
<b><span style="font-size:13.5pt;font-family:"Times","serif"">D</span></b><b><span style="font-size:10.0pt;font-family:"Times","serif"">.</span></b>
<b><span style="font-size:13.5pt;font-family:"Times","serif"">M</span></b><b><span style="font-size:10.0pt;font-family:"Times","serif"">ULLINS</span></b><b><span style="font-size:7.5pt;font-family:"Times","serif""><br>
</span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">206 South Lincoln Street, Suite 205</span><span style="font-size:7.5pt;font-family:"Arial","sans-serif""><br>
</span><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Port Angeles, WA 98362</span><span style="font-size:10.0pt;font-family:"LinePrinter","serif""><br>
</span><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Telephone: (360)457-7223 Facsimile: (360) 783-6613<br>
</span><a href="mailto:mullinslaw@msn.com"><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">mullinslaw@msn.com</span></a><o:p></o:p></p>
<p><span style="font-size:10.0pt">CONFIDENTIALITY NOTICE: The information contained in this ELECTRONIC MAIL transmission is confidential. It may also be subject to the attorney-client privilege or be privileged work product or proprietary information. This
information is intended for the exclusive use of the addressee(s). If you are not the intended recipient, you are hereby notified that any use, disclosure, dissemination, distribution [other than to the addressee(s)], copying or taking of any action because
of this information is strictly prohibited and may result in legal action.<o:p></o:p></span></p>
</div>
<br>
<div align="left"><font color="black" size="2">
<div style="BORDER-BOTTOM: #7f7f7f 1.5pt solid; BORDER-LEFT: #7f7f7f 1.5pt solid; PADDING-BOTTOM: 1pt; PADDING-LEFT: 4pt; PADDING-RIGHT: 4pt; BORDER-TOP: #7f7f7f 1.5pt solid; BORDER-RIGHT: #7f7f7f 1.5pt solid; PADDING-TOP: 1pt">
<p style="BORDER-BOTTOM: medium none; BORDER-LEFT: medium none; PADDING-BOTTOM: 0in; LINE-HEIGHT: normal; MARGIN: 0in 0in 0pt; PADDING-LEFT: 0in; PADDING-RIGHT: 0in; BORDER-TOP: medium none; BORDER-RIGHT: medium none; PADDING-TOP: 0in; mso-border-alt: solid #7F7F7F 1.5pt; mso-padding-alt: 1.0pt 4.0pt 1.0pt 4.0pt" class="MsoNormal">
<span style="FONT-FAMILY: 'Times New Roman'; COLOR: gray; FONT-SIZE: 10pt"><o:p><font style="FONT-SIZE: 9pt"> </font></o:p></span><font style="FONT-SIZE: 9pt"><font style="FONT-SIZE: 9pt"><span style="FONT-FAMILY: 'Times New Roman'; COLOR: gray; FONT-SIZE: 10pt"><font style="FONT-SIZE: 9pt"><font style="FONT-SIZE: 9pt">IMPORTANT/CONFIDENTIAL</font>:</font>
<font style="FONT-SIZE: 9pt">This e-mail message (and any attachments accompanying it) may contain confidential information, including information protected by attorney-client privilege. The information is intended only for the use of the intended recipient(s).
Delivery of this message to anyone other than the intended recipient(s) is not intended to waive any privilege or otherwise detract from the confidentiality of the message. If you are not the intended recipient, or if this message has been addressed to you
in error, do not read, disclose, reproduce, distribute, disseminate or otherwise use this transmission. Rather,<em> please promptly notify the sender by reply e-mail, and then destroy all copies of the message and its attachments, if any.</em></font></span></font></font><span style="FONT-FAMILY: 'Times New Roman'; COLOR: gray"><font style="FONT-SIZE: 9pt"><font style="FONT-SIZE: 9pt"><font style="FONT-SIZE: 9pt"> </font></font></font></span></p>
</div>
</font></div>
<br>
</body>
</html>