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<p class="MsoNormal"><span style="color:#1F497D">I think this is an interesting discussion, and think there is some ability of the Personal Representative to delegate, but I don’t think it goes nearly far enough to substitute for the appointment of an appropriate
Personal Representative who can exercise authority. For example, I think a Personal Representative can hire someone to prepare the taxes, but will need to sign the return themselves. If they want to delegate the bill paying and bookkeeping, that should be
fine, but they will retain responsibility for the actions of that person. I think they can hire someone to clean out the house and value items, but can’t have that person negotiate a sale of the house.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">I don’t think title companies would insure, nor assessor’s offices accept a deed signed by anyone other than the named Personal Representative on the Letters. Similarly, you aren’t likely going to be able to
get stock powers notarized or medallion guaranteed by anyone other than the court appointed Personal Representative.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Heather<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<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;color:#1F497D"><br>
</span></b><i><span style="font-family:"Garamond",serif;color:#1F497D">Attorney-at-Law<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Garamond",serif;color:#1F497D"><img width="264" height="147" id="_x0000_i1028" src="cid:image004.jpg@01D13CDB.C6DAAFA0" alt="cid:image001.jpg@01D013C2.30F35160"></span></i><i><span style="font-size:12.0pt;font-family:"Garamond",serif;color:#1F497D"><o:p></o:p></span></i></p>
<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="color:#1F497D"><a href="mailto:heatherd@westseattlelaw.com"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">heatherd@westseattlelaw.com</span></a></span><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
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<p class="MsoNormal"><span style="color:#1F497D"><a href="http://www.westseattlelaw.com/"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">www.westseattlelaw.com</span></a></span><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
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<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Josh Grant<br>
<b>Sent:</b> Tuesday, December 22, 2015 4:43 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] PR Delegate Duties??<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">This has been interesting.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">I have a case where a named PR is declining to act as PR. I thought I would use these statutes to add a delegation along with his declination to serve, delegating who should be appointed. This
discussion has been delegation by an appointed PR.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">My first thought was that until one is appointed as Executor, you have nothing to delegate. That is probably the case, however, that could lead a named PR to be appointed and then he/she could
delegate everything to be done by another. This seems like form over substance, and it would be better just to let him delegate a PR at the get go.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">However, I suppose that the form over substance argument prevails and I should just have the, in this case a son, be appointed as administrator with will annexed.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Anyone have a different take?<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Josh<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Joshua F. Grant, PS<br>
Attorney at Law<br>
P. O. Box 619<br>
Wilbur, WA 99185<br>
tel 509 647 5578<br>
fax 509 647 2734<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal" style="background:whitesmoke"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">
<a href="mailto:john@cairn-law.com" title="john@cairn-law.com">John Creahan</a> <o:p>
</o:p></span></p>
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<p class="MsoNormal" style="background:whitesmoke"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">Sent:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black"> Tuesday, December 22, 2015 4:14 PM<o:p></o:p></span></p>
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<p class="MsoNormal" style="background:whitesmoke"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">To:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">
<a href="mailto:wsbapt@lists.wsbarppt.com" title="wsbapt@lists.wsbarppt.com">WSBA Probate & Trust Listserv</a>
<o:p></o:p></span></p>
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<p class="MsoNormal" style="background:whitesmoke"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">Subject:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black"> Re: [WSBAPT] PR Delegate Duties??<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Book Antiqua",serif;color:#767171">Paul,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Book Antiqua",serif;color:#767171">You raise a good point about the statute. I don’t have any particular insight, but it seems to me that the power to delegate duties with regard to estate property
(valuing assets for a non-pro rate distribution, for instance) would arguably be a power that relates to the estate property.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Book Antiqua",serif;color:#767171">If your client is happy, I would recommend that the delegator ratify the delegatee’s actions to protect a later claim that the delegatee’s actions were ultra
vires.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Book Antiqua",serif;color:#767171">John<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"> </span><span style="font-size:12.0pt;font-family:"Book Antiqua",serif;color:#767171"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Tw Cen MT";color:#595959">John Creahan</span><span style="font-size:12.0pt;font-family:"Tw Cen MT";color:#595959"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:12.0pt;font-family:"Tw Cen MT";color:#595959">206-621-5848<br>
<a href="http://www.cairn-law.com/"><span style="color:#595959">www.cairn-law.com</span></a></span><span style="font-size:12.0pt;font-family:"Tw Cen MT";color:#4F6228"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"> </span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#767171"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:black"> </span><span style="font-size:12.0pt;font-family:"Book Antiqua",serif;color:#767171"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="color:black">From:</span></b><span style="color:black">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Paul Neumiller<br>
<b>Sent:</b> Tuesday, December 22, 2015 2:18 PM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] PR Delegate Duties??<o:p></o:p></span></p>
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</div>
<p class="MsoNormal"><span style="color:black"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">John, thank for your input and practical advice. I DO NOT represent either Co-PR but another interested party in the probate. My fact pattern is much more complex. As it turns out, my client actually prefers
working with the designee (who is not the Co-PR) instead of the original Co-PR (I learned of this after I posted my question) so, as far as my client is concerned, “no harm, no foul.”<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"> </span><span style="color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">As an intellectual endeavor however, it is curious that I received such opposite answers. I must admit that I am not convinced with the statute cited by Amy. RCW 11.68.090 says, in part: “Any personal representative
acting under nonintervention powers may borrow money on the general credit of the estate and may mortgage, encumber, lease, sell, exchange, convey, and otherwise have the same powers, and be subject to the same limitations of liability, that a trustee has
under chapters 11.98, 11.100, and 11.102 RCW <span style="background:yellow;mso-highlight:yellow">
with regard to the assets of the estate</span>, both real and personal,….” Without knowing if there are any reported cases on this point, I would argue that a trustee’s power to delegate her duties under RCW 11.98.071 has nothing to do “with regard to the
assets of the estate” but rather to a trustee’s powers in general. In other words, maybe the drafters of the statute wanted to give a PR the ability to deal
<i>with assets of an estate</i> in the same manner as the powers of a trustee but NOT give the PR the same flexibility to delegate the PR’s duties. As pointed out by another listserv member, the original PR is the one identified on the Letters Testamentary.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"> </span><span style="color:#1F497D"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:black"> </span><span style="color:white"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:black"> </span><span style="color:#1F497D"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="color:black">From:</span></b><span style="color:black">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>John Creahan<br>
<b>Sent:</b> Tuesday, December 22, 2015 1:27 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] PR Delegate Duties??<o:p></o:p></span></p>
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</div>
<p class="MsoNormal"><span style="color:black"> <o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-size:12.0pt;font-family:"Book Antiqua",serif;color:#767171">Hi Paul,<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-size:12.0pt;font-family:"Book Antiqua",serif;color:#767171">There has been a lot of discussion on this already, but I will weigh in as well.<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-size:12.0pt;font-family:"Book Antiqua",serif;color:#767171">From a legal perspective, I doubt that one PR can delegate some or all of her duties over the other PR’s objection. Assuming that
they have been appointed with non-intervention powers, I agree with Amy that RCW 11.98.071 is the correct starting point, but that statute does not really appear to contemplate delegation of duties by one of two fiduciaries.<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-size:12.0pt;font-family:"Book Antiqua",serif;color:#767171">Having said that, I don’t think that the legal question is the key to resolving this issue.
<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-size:12.0pt;font-family:"Book Antiqua",serif;color:#767171">Do you represent both PRs in their role as PRs?<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-size:12.0pt;font-family:"Book Antiqua",serif;color:#767171">If so, do you know to whom she has tentatively delegated her duties and why she wants to do so?
<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-size:12.0pt;font-family:"Book Antiqua",serif;color:#767171">She may have done so without really thinking the issue through or understanding what it means to be a fiduciary.
<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-size:12.0pt;font-family:"Book Antiqua",serif;color:#767171">If she simply does not want to participate, she can delegate to the other PR (see RCW 11.98.016) or resign and allow her sibling to
manage the estate. If she doesn’t trust her sibling, things get more complex, but she could hire separate counsel (either in her role as PR or as beneficiary) or she could try to convince her co-PR that both should resign in favor of a third party.<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-size:12.0pt;font-family:"Book Antiqua",serif;color:#767171">Hope this helps,<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="font-size:12.0pt;font-family:"Book Antiqua",serif;color:#767171">John<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"> </span><span style="font-size:12.0pt;font-family:"Book Antiqua",serif;color:#767171"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Tw Cen MT";color:#595959">John Creahan</span><span style="font-size:12.0pt;font-family:"Tw Cen MT";color:#595959"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:12.0pt;font-family:"Tw Cen MT";color:#595959">206-621-5848<br>
<a href="http://www.cairn-law.com/"><span style="color:#595959">www.cairn-law.com</span></a></span><span style="font-size:12.0pt;font-family:"Tw Cen MT";color:#4F6228"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"> </span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#767171"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:black"> </span><span style="font-size:12.0pt;font-family:"Book Antiqua",serif;color:#767171"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="color:black">From:</span></b><span style="color:black">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Lewis, Amy C.<br>
<b>Sent:</b> Monday, December 21, 2015 12:06 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] PR Delegate Duties??<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#1F497D">Take a look at RCW 11.98.071, which allows a trustee to delegate, and RCW 11.68.090, which grants a non-intervention PR the same powers as a trustee under RCW 11.98.<o:p></o:p></span></p>
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<span style="font-family:"Calibri",sans-serif;color:black">Amy C. Lewis, Attorney<o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Paul Neumiller<br>
<b>Sent:</b> Monday, December 21, 2015 9:47 AM<br>
<b>To:</b> <a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br>
<b>Subject:</b> [WSBAPT] PR Delegate Duties??<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:black">Listmates: First time situation for me. Co-Personal Representatives are nominated by Will and appointed by the court. The Co-Personal Representatives are siblings and sole beneficiaries under the Will. I am
now told that one of the Co-Personal Representatives has “appointed someone to act on her behalf when she is out of the Country.” I question whether any act taken by the extra person is valid.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:black">A niggling little thought at the back of my head says that “fiduciaries can’t delegate their duties.” I imagine that the Co-PR could appointed someone to act on her behalf while wearing her hat as a
<i>beneficiary</i> but not while wearing her hat as the <i>co-PR</i>. Anyone have this come up and reached any conclusions?
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