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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal><span style='color:#1F497D'>Hello:<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'>Eric Nelson’s reply is, as it most often is, thorough and thoughtful.<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'>One pitfall in the present situation is that the two persons mentioned in the Will to serve were probably authorized to serve “without bond,” per the provisions of the Will.<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'>The person who is to serve as the Substitute PR has not been similarly trusted by the Testator/Testatrix, by name, in the Will.<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'>So, it very well might be that the new PR will be required to obtain and file a Personal Representative’s Bond.<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'>My three (3) cents (higher rates on Fridays).<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'>Regards,<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'>Doug Bratt<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:13.5pt;font-family:"Lucida Calligraphy";color:#1F497D'>Douglas J. Bratt</span><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Lucida Calligraphy";color:#1F497D'>Lawyer</span><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'> <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'><img width=220 height=224 id="_x0000_i1031" src="cid:image007.jpg@01D19CB8.02608310" alt="Envelope scaled Foster"><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'>Office: (360) 213-2040 <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'> Fax: (360) 213-2030<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'> <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'>CONFIDENTIALITY NOTICE: This email message may contain confidential or privileged information. If you have received this message by mistake, please do not review, disclose, copy, or distribute the email. Instead, please notify us immediately by replying to this message or telephoning us. Thank you.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'> <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'>NOTE:</span><span style='font-size:10.0pt;font-family:"Times New Roman","serif";color:#1F497D'> </span><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'>I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored at all times. If your matter is urgent, please phone my office during regular business hours.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'>TAX ADVICE NOTICE: IRS Circular 230 requires us to advise you that, if this communication or any attachment contains any tax advice, the advice is not intended to be used, and cannot be used, for the purpose of avoiding federal tax penalties. A taxpayer may rely on professional advice to avoid federal tax penalties only if the advice is reflected in a comprehensive tax opinion that conforms to stringent requirements. Please contact us if you have any questions about Circular 230 or would like to discuss our preparation of an opinion that conforms to these IRS rules.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman","serif";color:#1F497D'><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'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><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>Eric Nelsen<br><b>Sent:</b> Friday, April 22, 2016 2:24 PM<br><b>To:</b> WSBA Probate & Trust Listserv<br><b>Subject:</b> Re: [WSBAPT] Releasing PR and appointing new one - proper forms and language<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='color:#1F497D'>See <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.28&full=true#11.28.290">RCW 11.28.290</a> to start--a PR who resigns must account to the successor. It can be done privately and informally, outside the court, but an initial duty of the successor PR is to receive the accounting from the resigning PR and ensure that the resigning PR has turned over all assets, etc. Often this merely amounts to turning over some papers and maybe helping change over the estate bank account.<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'>Once the resigning PR has fully accounted to her/his successor, the court should "discharge" her/him. The initial resignation should be "accepted" by the court and the new PR appointed, but the old PR isn't "discharged" until the Court is certain that all duties up to that point have been met.<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'>You do need a new petition, order, and oath for the new PR, just like at the beginning, with appropriate changes to reflect acceptance of resignation of old PR, and some instructions that old PR shall account to the new PR and shall be discharged, say, "upon filing by the new PR of a Receipt acknowledging receipt of a satisfactory accounting and possession and control of all estate property formerly managed by the old PR." Or some such like that. If something goes wrong, the new PR can always petition the court for other relief.<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'>New PR can get nonintervention powers also if available--see <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.28&full=true#11.28.280">RCW 11.28.280</a>.<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>Sincerely,<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>Eric<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>Eric C. Nelsen<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>SAYRE LAW OFFICES, PLLC<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>1320 University St<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>Seattle WA 98101-2837<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>phone 206-625-0092<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:#1F497D'>fax 206-625-9040<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'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><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 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>Steve Waltar<br><b>Sent:</b> Friday, April 22, 2016 1:38 PM<br><b>To:</b> WSBA Probate & Trust Listserv<br><b>Subject:</b> [WSBAPT] Releasing PR and appointing new one - proper forms and language<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='color:#1F497D'>I have a case in which the existing PR listed in a Last Will and Testament (probate already begun) wants to resign. Also, the only other listed alternate PR ants to decline. <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 have two questions: /requests for help.<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'>First, Do I need a new petition and order and oath to get a new Administrative PR appointed? If so, would anyone share pleadings with me? I’m fine with the Declination by the alternate PR.<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'>Second, what is the proper language to have when releasing the existing PR. In other words, should there be language to “release” the existing PR from fiduciary duties, give the courts blessing or hold harmless since fiduciary duties are terminated, and of course to cancel the existing Letters Testamentary? <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'><o:p> </o:p></span></p><div><p class=MsoNormal style='background:white'><b><span style='color:black'>Stephen M. Waltar, PS</span></b><span style='font-size:12.0pt;color:black'><o:p></o:p></span></p><p class=MsoNormal style='background:white'><b><span style='font-size:10.0pt;color:black'>Estate Planning Law</span></b><span style='font-size:12.0pt;color:black'><o:p></o:p></span></p><p class=MsoNormal style='background:white'><span style='font-size:10.0pt;color:black'>1750 - 112th Avenue NE, Suite C245</span><span style='font-size:12.0pt;color:black'><o:p></o:p></span></p><p class=MsoNormal style='background:white'><span style='font-size:10.0pt;color:black'>Bellevue, WA 98004</span><span style='font-size:12.0pt;color:black'><o:p></o:p></span></p><p class=MsoNormal style='background:white'><span style='font-size:10.0pt;color:black'>(425) 455-6788</span><span style='font-size:12.0pt;color:black'><o:p></o:p></span></p><p class=MsoNormal style='background:white'><span style='color:black'><a href="http://www.waltar.com/" target="_blank" title="blocked::http://www.waltar.com/"><span style='font-size:10.0pt'>www.waltar.com</span></a></span><span style='font-size:12.0pt;color:black'><o:p></o:p></span></p><p class=MsoNormal style='background:white'><span style='font-family:"Helvetica","sans-serif";color:black'> </span><span style='font-size:12.0pt;font-family:"Helvetica","sans-serif";color:black'><o:p></o:p></span></p><p class=MsoNormal style='background:white'><a href="http://www.waltar.com/" target="_blank"><span style='font-family:"Helvetica","sans-serif";text-decoration:none'><img border=0 width=126 height=85 id="Picture_x0020_6" src="cid:image001.jpg@01D19CB7.ADC3BED0" alt="cid:image002.jpg@01CA47FC.9ED8CEE0"></span></a><span style='font-size:12.0pt;font-family:"Helvetica","sans-serif";color:black'><o:p></o:p></span></p><p class=MsoNormal style='background:white'><span style='font-size:10.0pt;font-family:"Helvetica","sans-serif";color:black'> </span><span style='font-size:12.0pt;font-family:"Helvetica","sans-serif";color:black'><o:p></o:p></span></p><p class=MsoNormal style='background:white'><b><i><span style='font-size:10.0pt;color:black'>If we should be helping someone you care about, </span></i></b><span style='font-size:10.0pt;color:black'><o:p></o:p></span></p><p class=MsoNormal style='background:white'><b><i><span style='font-size:10.0pt;color:black'>please don't keep us a secret!</span></i></b><span style='font-size:10.0pt;color:black'><o:p></o:p></span></p><p class=MsoNormal style='background:white'><span style='font-size:12.0pt;color:black'> <o:p></o:p></span></p><p class=MsoNormal style='background:white'><a href="https://www.facebook.com/pages/Stephen-M-Waltar-PS/663832273655743" target="_blank"><span style='font-size:12.0pt;text-decoration:none'><img border=0 width=32 height=32 id="Picture_x0020_5" src="cid:image002.png@01D19CB7.ADC3BED0" alt=facebook></span></a><span style='font-size:12.0pt;color:black'> </span><a href="https://twitter.com/WaltarLaw" target="_blank"><span style='font-size:12.0pt;text-decoration:none'><img border=0 width=32 height=32 id="Picture_x0020_4" src="cid:image003.png@01D19CB7.ADC3BED0" alt=twitter></span></a><span style='font-size:12.0pt;color:black'> </span><a href="http://www.linkedin.com/company/3173783?trk=tyah" target="_blank"><span style='font-size:12.0pt;text-decoration:none'><img border=0 width=32 height=32 id="Picture_x0020_3" src="cid:image004.png@01D19CB7.ADC3BED0" alt=linkedin></span></a><span style='font-size:12.0pt;color:black'> </span><a href="https://plus.google.com/u/0/114715232767415279995" target="_blank"><span style='font-size:12.0pt;text-decoration:none'><img border=0 width=32 height=32 id="Picture_x0020_2" src="cid:image005.png@01D19CB7.ADC3BED0" alt=g-plus-icon-32x32></span></a><span style='font-size:12.0pt;color:black'> </span><a href="http://www.youtube.com/StephenMWaltarPS" target="_blank"><span style='font-size:12.0pt;text-decoration:none'><img border=0 width=32 height=32 id="Picture_x0020_1" src="cid:image006.png@01D19CB7.ADC3BED0" alt=youtube></span></a><span style='font-size:12.0pt;color:black'><o:p></o:p></span></p><p class=MsoNormal style='background:white'><i><u><span style='font-size:10.0pt;color:black'>Circular 230 Warning</span></u></i><i><span style='font-size:10.0pt;color:black'>: This communication is not intended to constitute tax advice and may not be used by any person or entity for the purpose of avoiding penalties that may be imposed by the Internal Revenue Service.<o:p></o:p></span></i></p><p class=MsoNormal style='background:white'><i><u><span style='font-size:10.0pt;color:black'>Confidentiality Notice</span></u></i><i><span style='font-size:10.0pt;color:black'>: The information contained herein and any attachments are a private communication sent by the Law Firm of Stephen M. Waltar, PS and may contain confidential and/or legally privileged information meant solely for the intended recipient. If you are not the intended recipient, you are hereby notified that any use, dissemination, distribution, forwarding or any form of copying of this communication is strictly prohibited. Please notify the sender immediately by replying to this message, then delete the e-mail and any attachments from your system.<o:p></o:p></span></i></p></div></div></body></html>