<html>
<head>
<meta http-equiv="content-type" content="text/html; charset=windows-1252">
<style type="text/css"><!--
P.formatpaintingcapture-western { font-family: "Arial"; font-size: 7pt; text-align: left }
P.formatpaintingcapture-cjk { text-align: left }
P.formatpaintingcapture-ctl { text-align: left }
A:link { color: #0000ff }
A:visited { color: #800080 }
--></style>
</head>
<body link="#0000ff" vlink="#800080">
<font face="Arial, sans-serif"><br>
Thank you to Katharine & Amy. <br>
<br>
It looks like it's still an open question on the nominated, but
not court appointed, PR being able to use the small estate
affidavit, but I've got a successor trustee who can act in this
case, so I don't have to resolve the unappointed but nominated PR
question at this time. <br>
</font><font face="Arial, sans-serif"><br>
<p>Sincerely,</p>
<p>Mark D. Mullins<br>
Attorney at Law</p>
</font><font size="2" face="Arial, sans-serif"><font size="2"
face="Arial, sans-serif">
<p>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).
</p>
</font></font>
<p align="CENTER"><i><font size="2" face="Arial, sans-serif"><font
size="2" face="Arial, sans-serif">Law Office of</font></font><font
size="1" face="Arial, sans-serif"><font size="1" face="Arial,
sans-serif"><br>
</font></font></i><b><font size="4" face="Times"><font
size="4" face="Times">M</font></font><font size="2"
face="Times"><font size="2" face="Times">ARK</font></font></b>
<b><font size="4" face="Times"><font size="4" face="Times">D</font></font><font
size="2" face="Times"><font size="2" face="Times">.</font></font></b>
<b><font size="4" face="Times"><font size="4" face="Times">M</font></font><font
size="2" face="Times"><font size="2" face="Times">ULLINS</font></font><font
size="1" face="Times"><font size="1" face="Times"><br>
</font></font></b><font size="2" face="Arial, sans-serif"><font
size="2" face="Arial, sans-serif">206 South Lincoln Street,
Suite 205</font></font><font size="1" face="Arial, sans-serif"><font
size="1" face="Arial, sans-serif"><br>
</font></font><font size="2" face="Arial, sans-serif"><font
size="2" face="Arial, sans-serif">Port Angeles, WA 98362</font></font><font
size="2" face="LinePrinter"><font size="2" face="LinePrinter"><br>
</font></font><font size="2" face="Arial, sans-serif"><font
size="2" face="Arial, sans-serif">Telephone: (360)457-7223
Facsimile: (360) 783-6613<br>
</font></font><a href="mailto:mullinslaw@msn.com"><font size="2"
face="Arial, sans-serif"><font size="2" face="Arial,
sans-serif">mullinslaw@msn.com</font></font></a></p>
<font size="2">
<p>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.</p>
</font>
<br>
<br>
<div class="moz-cite-prefix">On 11/4/2015 4:52 PM, Katharine P.
Bauer wrote:<br>
</div>
<blockquote class=" cite"
id="mid_CAOYBkOTPNBYBxmzo9b0UgyXy7Drk3mVUUp_T_QFH_cP7ZfFdsQ_mail_gmail_com"
cite="mid:CAOYBkOTPNBYBxmzo9b0UgyXy7Drk3mVUUp=T-QFH=cP7ZfFdsQ@mail.gmail.com"
type="cite">
<p dir="ltr">I have often used a small estate affidavit for the
trustees. I usually include a summary of the law, copy of the
statute, and copy of the pour over will. No problems</p>
<div class="gmail_quote">On Nov 4, 2015 4:32 PM, "Lewis, Amy C."
<<a moz-do-not-send="true"
href="mailto:ALewis@eisenhowerlaw.com">ALewis@eisenhowerlaw.com</a>>
wrote:<br type="attribution">
<blockquote id="Cite_9922585" class="gmail_quote cite"
style="margin:0 0 0 .8ex;border-left:1px #ccc
solid;padding-left:1ex">
<div link="blue" vlink="purple" lang="EN-US">
<div>
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">Mark,</span></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"> </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.</span></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"> </span></p>
<font color="#777777" size="4"><span
style="FONT-FAMILY:'Calibri','sans-serif'"><font
size="3"><font color="#000000">
<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><img
src="cid:part3.04090307.08090009@msn.com"
height="68" width="211"></span><span
style="FONT-FAMILY:'Calibri','sans-serif';COLOR:#c00000;FONT-SIZE:3pt"></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 <a moz-do-not-send="true"
href="tel:253.572.4500" value="+12535724500"
target="_blank">253.572.4500</a> | fax <a
moz-do-not-send="true"
href="tel:253.272.5732" value="+12532725732"
target="_blank">253.272.5732</a> | </span><a
moz-do-not-send="true"
href="http://www.eisenhowerlaw.com/"
target="_blank"><span
style="FONT-FAMILY:'Calibri','sans-serif';COLOR:#c00000;FONT-SIZE:11pt;TEXT-DECORATION:none"><a class="moz-txt-link-abbreviated" href="http://www.eisenhowerlaw.com">www.eisenhowerlaw.com</a></span></a></p>
</font></font></span></font>
<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"">
<a moz-do-not-send="true"
href="mailto:wsbapt-bounces@lists.wsbarppt.com"
target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>
[mailto:<a moz-do-not-send="true"
href="mailto:wsbapt-bounces@lists.wsbarppt.com"
target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>]
<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> <a moz-do-not-send="true"
href="mailto:wsbapt@lists.wsbarppt.com"
target="_blank">wsbapt@lists.wsbarppt.com</a><br>
<b>Subject:</b> [WSBAPT] Successorship -
EmailID20151104133349</span></p>
</div>
</div>
<p class="MsoNormal"> </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. </span></p>
<p><span
style="font-family:"Arial","sans-serif"">The
definition is </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</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.
</p>
<p><span
style="font-family:"Arial","sans-serif"">Sincerely,</span></p>
<p><span
style="font-family:"Arial","sans-serif"">Mark
D. Mullins<br>
Attorney at Law</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).
</span></p>
<p style="text-align:center" 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:
<a moz-do-not-send="true" href="tel:%28360%29457-7223"
value="+13604577223" target="_blank">(360)457-7223</a>
Facsimile: <a moz-do-not-send="true"
href="tel:%28360%29%20783-6613" value="+13607836613"
target="_blank">(360) 783-6613</a><br>
</span><a moz-do-not-send="true"
href="mailto:mullinslaw@msn.com" target="_blank"><span
style="font-size:10.0pt;font-family:"Arial","sans-serif"">mullinslaw@msn.com</span></a></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.</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"
class="MsoNormal">
<span style="FONT-FAMILY:'Times New
Roman';COLOR:gray;FONT-SIZE:10pt"><font
style="FONT-SIZE:9pt"> </font></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>
</div>
<br>
_______________________________________________<br>
WSBAPT mailing list<br>
<a moz-do-not-send="true"
href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><br>
<a moz-do-not-send="true"
href="http://mailman.fsr.com/mailman/listinfo/wsbapt"
rel="noreferrer" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><br>
</blockquote>
</div>
<br>
<fieldset class="mimeAttachmentHeader"></fieldset>
<br>
<pre wrap="">_______________________________________________
WSBAPT mailing list
<a class="moz-txt-link-abbreviated" href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a>
<a class="moz-txt-link-freetext" href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</a></pre>
</blockquote>
<br>
</body>
</html>