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<DIV><FONT size=4>Disclaimer won’t work if it is Medicaid.</FONT></DIV>
<DIV><FONT size=4>I would do a noisy withdrawal with a hearing.</FONT></DIV>
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<DIV> </DIV>
<DIV style="BACKGROUND: #f5f5f5">
<DIV style="font-color: black"><B>From:</B> <A title=sullaw@comcast.net
href="mailto:sullaw@comcast.net">John J. Sullivan</A> </DIV>
<DIV><B>Sent:</B> Thursday, September 29, 2016 8:00 AM</DIV>
<DIV><B>To:</B> <A title=wsbapt@lists.wsbarppt.com
href="mailto:wsbapt@lists.wsbarppt.com">WSBA Probate & Trust Listserv</A>
</DIV>
<DIV><B>Subject:</B> Re: [WSBAPT] Knowledge of PR being influenced by
potentialheirs/interested parties</DIV></DIV></DIV>
<DIV> </DIV></DIV>
<DIV
style='FONT-SIZE: small; TEXT-DECORATION: none; FONT-FAMILY: "Calibri"; FONT-WEIGHT: normal; COLOR: #000000; FONT-STYLE: normal; DISPLAY: inline'>
<DIV>Just heading in so I only glanced at this, but if I recall correctly a
disclaimer is a transfer of resources for Medicaid disqualification
purposes.</DIV>
<DIV id=AppleMailSignature> </DIV>
<DIV id=AppleMailSignature>John Sullivan<BR><BR>Sent from my iPhone</DIV>
<DIV><BR>On Sep 28, 2016, at 11:03 PM, Theresa Nguyen <<A
href="mailto:theresa@tnguyenlaw.com">theresa@tnguyenlaw.com</A>>
wrote:<BR><BR></DIV>
<BLOCKQUOTE type="cite">
<DIV>Hi everyone,
<DIV> </DIV>
<DIV>Please let me know if you have dealt with an of the issues below: </DIV>
<DIV> </DIV>
<DIV>
<UL class=MailOutline>
<LI>Decedent died with no will and mom (incapacitated, represented by
guardian and guardian’s attorney) is to take under the intestate
statute.
<LI>Decedent also has 5 siblings. They have been trying to get the
guardian’s attorney to sign a disclaimer so mom can still qualify for
benefits. Decedent’s siblings are also aware that they will be next in line
in disclaimed.
<LI>Decedent died leaving just a house and a bank account with about
$30k.
<LI>One of the siblings is appointed as PR. I also advise her although my
duty is to the estate.
<LI>PR has admitted to me that her siblings control her and this continually
stresses her out. She has told me she will not talk to them any more after
the probate is over.
<LI>On a few occasions I advised her of the legal steps to take and of her
duties, and thereafter she is on board. But she then follows up with an
email, CC’ing the other siblings, saying that she discussed it with them and
that they all want to do something else.
<LI>Recently one of the controlling sisters found out that the real estate
that we had thought belonged to decedent (and few other siblings held as
tenants in common), <I>may</I> solely belong to her, based on a single
clause in a preliminary title commitment. To verify decedents interest in
the home I called the title insurance company. They provided that title is
clouded as the siblings had drafted quit claim deeds themselves and
transferred the home back and forth to each other 8/9 times in the past 15
years. Many deeds were drafted incorrectly. In 2002 title validly vested to
controlling sister as that deed was drafted correctly (hence the clause in
the title commitment saying that controlling sister has vested title). 4/5
deeds thereafter were missing conveyance language and listed as defective.
The only next validly executed and also the last recorded deed was in 2013
where grantor was controlling sister and grantee was decedent. Title advised
me that in order for them to sell/insure buyer, we would have to remove the
cloud from title and ultimately re-execute the defective deeds missing
certain language. This would then make decedent valid title holder and title
would be clear and ready for sale. Controlling sister does not like
this.
<LI>I advised PR. PR was completely on board. PR follows up with an email a
few hours later saying she talked to the siblings and they decided not to do
this, CC’ing the controlling sister and the other siblings. I believe they
want to just close probate and leave the title issues and thereafter try to
sell to some uniformed buyer who doesn’t care for title insurance. </LI></UL>
<DIV> </DIV></DIV>
<DIV>Does any one have an idea on what they would do? I am thinking that I
should terminate representation if they insist this route because it does not
seem right, to close probate with open unresolved issues. Sounds like
malpractice. But what about my duty to the estate? If I withdraw do I need to
at least ask the court to revoke nonintervention powers? To replace PR? We are
talking about a very small estate…only few hundred thousands of dollars…it has
been about 2 months and no creditors have made any claims…</DIV>
<DIV> </DIV>
<DIV>Or should I petition for another PR? Is it my duty to do so?</DIV>
<DIV>
<DIV> </DIV>
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<DIV><SPAN
style="FONT-SIZE: small; FONT-FAMILY: arial, sans-serif; COLOR: rgb(34,34,34)">Please
advise! Thank you in advance. <BR class=Apple-interchange-newline><BR
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<DIV style="FONT-FAMILY: arial, sans-serif; COLOR: rgb(34,34,34)"><FONT
color=#000000 face="arial, helvetica, sans-serif">Kindest Regards,
</FONT></DIV>
<DIV style="FONT-FAMILY: arial, sans-serif; COLOR: rgb(34,34,34)"> </DIV>
<DIV style="FONT-FAMILY: arial, sans-serif"><B><FONT style="FONT-SIZE: 14px"
color=#0042aa><FONT face="arial, helvetica, sans-serif">Theresa Nguyen,
</FONT><SPAN style="FONT-FAMILY: arial, helvetica, sans-serif">J.D.,
LL.M.</SPAN></FONT></B></DIV>
<DIV style="FONT-FAMILY: arial, sans-serif"><FONT color=#002e7a><FONT
face="arial, helvetica, sans-serif"><B style="FONT-SIZE: 14px"><FONT
face="arial, sans-serif">L</FONT></B></FONT><B
style="FONT-SIZE: 14px; FONT-FAMILY: arial, helvetica, sans-serif"><FONT
face="arial, sans-serif">aw Office of </FONT>Theresa<FONT
face="arial, sans-serif"> Nguyen, PLLC</FONT></B></FONT></DIV>
<DIV><SPAN
style="FONT-SIZE: 14px; FONT-FAMILY: arial, helvetica, sans-serif"><FONT
color=#001e57><B>707 S Grady Way, Suite 600 | Renton, WA
98057</B></FONT></SPAN></DIV>
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style="FONT-FAMILY: arial, helvetica, sans-serif"><B>Ph.</B> </FONT><A
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value="+14256332004"><B>425.998.7295</B> <B>| </B></A><FONT
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<DIV>
<BLOCKQUOTE type="cite">
<DIV>On Sep 28, 2016, at 12:00 PM, <A
href="mailto:wsbapt-request@lists.wsbarppt.com">wsbapt-request@lists.wsbarppt.com</A>
wrote:</DIV>
<DIV> </DIV>
<DIV>Send WSBAPT mailing list submissions to<BR><SPAN class=Apple-tab-span
style="WHITE-SPACE: pre"></SPAN><A
href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</A><BR><BR>To
subscribe or unsubscribe via the World Wide Web, visit<BR><SPAN
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href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</A><BR>or,
via email, send a message with subject or body 'help' to<BR><SPAN
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can reach the person managing the list at<BR><SPAN class=Apple-tab-span
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replying, please edit your Subject line so it is more specific<BR>than "Re:
Contents of WSBAPT digest..."<BR><BR><BR>Today's Topics:<BR><BR> 1.
Referral for Trust Attorney in Whittier, CA (Piper Thornburgh)<BR> 2.
Self-Serving Receipt of Heir (Paul)<BR> 3. Re: Eviction Notice
(Danielle Flatt)<BR> 4. Re: Self-Serving Receipt of Heir (Karen E.
Boxx)<BR> 5. Re: Self-Serving Receipt of Heir (Douglas
Bratt)<BR> 6. Re: Compelling Sister to give copy of
Will?<BR> (George Edensword-Breck)<BR> 7. Re:
Self-Serving Receipt of Heir (Doug Schafer)<BR> 8. Re: Self-Serving
Receipt of Heir (T Roberts)<BR> 9. Re: Self-Serving Receipt of Heir
(Rebecca King)<BR>10. Compelling Sister to give copy of Will? (Dalynne
Singleton)<BR>11. Re: Building Contract (Jim
Doran)<BR><BR><BR>----------------------------------------------------------------------<BR><BR>Message:
1<BR>Date: Tue, 27 Sep 2016 13:03:57 -0700<BR>From: Piper Thornburgh <<A
href="mailto:piper@piperthornburghlaw.com">piper@piperthornburghlaw.com</A>><BR>To:
<A
href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</A><BR>Subject:
[WSBAPT] Referral for Trust Attorney in Whittier, CA<BR>Message-ID:<BR><SPAN
class=Apple-tab-span style="WHITE-SPACE: pre"></SPAN><<A
href="mailto:C12E7271-1924-4B4F-90AA-80EDE1B8B658@piperthornburghlaw.com">C12E7271-1924-4B4F-90AA-80EDE1B8B658@piperthornburghlaw.com</A>><BR>Content-Type:
text/plain; charset="us-ascii"<BR><BR>Dear Listmates, <BR>Can anyone offer
me a referral for an attorney in or near Whittier in southern California on
a trust matter. <BR>Thank you, <BR><BR>Piper M. Thornburgh<BR>PIPER
THORNBURGH LAW PLLC<BR><BR><BR><BR><BR><BR>-------------- next part
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2<BR>Date: Tue, 27 Sep 2016 22:09:18 +0000<BR>From: Paul <<A
href="mailto:pneumiller@hotmail.com">pneumiller@hotmail.com</A>><BR>To:
"<A href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</A>"
<<A
href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</A>><BR>Subject:
[WSBAPT] Self-Serving Receipt of Heir<BR>Message-ID:<BR><SPAN
class=Apple-tab-span style="WHITE-SPACE: pre"></SPAN><<A
href="mailto:BY1PR0401MB1255A7BA9A3BDD5E2DE1E0A8D2CC0@BY1PR0401MB1255.namprd04.prod.outlook.com">BY1PR0401MB1255A7BA9A3BDD5E2DE1E0A8D2CC0@BY1PR0401MB1255.namprd04.prod.outlook.com</A>><BR><SPAN
class=Apple-tab-span style="WHITE-SPACE: pre"></SPAN><BR>Content-Type:
text/plain; charset="us-ascii"<BR><BR>Just saw something that raised my
eyebrows in a probate where I represent a beneficiary. The PR's
attorney prepared, and is distributing for signature, a "Receipt of Heirs"
that releases the estate, the PR, AND THE PR'S ATTORNEY. It releases
"[PR's attorney's name], in his capacity as attorney for the personal
representative, from any further or other liability with regard to this
matter." This just doesn't pass the smell test for me. OR,
should I start preparing my Receipt of Heirs by releasing me for probates I
am handling??? What is the common practice out there in probate
land?<BR><BR>[cid:image001.jpg@01D218D1.0311B7D0]<BR><BR>-------------- next
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3<BR>Date: Tue, 27 Sep 2016 15:20:40 -0700<BR>From: Danielle Flatt <<A
href="mailto:danielle@dimensionlaw.com">danielle@dimensionlaw.com</A>><BR>To:
"WSBA Probate & Trust Listserv" <<A
href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</A>><BR>Subject:
Re: [WSBAPT] Eviction Notice<BR>Message-ID:<BR><SPAN class=Apple-tab-span
style="WHITE-SPACE: pre"></SPAN><<A
href="mailto:CAKKMyYdf1dZVDUV=7yA+hS-sAfp4E12XEZbVO_DuqaS62YONLw@mail.gmail.com">CAKKMyYdf1dZVDUV=7yA+hS-sAfp4E12XEZbVO_DuqaS62YONLw@mail.gmail.com</A>><BR>Content-Type:
text/plain; charset="utf-8"<BR><BR>Mike,<BR><BR>Depending on your facts, an
eviction may not the appropriate course of<BR>action in your case. If
the relative was a co-habitant with the deceased,<BR>then you may need to do
an ejectment action, not an eviction, as the<BR>relative can argue he was a
tenant at will. If you are taking the position<BR>there was a rental
agreement/tenancy between the relative and the deceased,<BR>then you would
need to follow the terms of the rental agreement and the<BR>Residential
Landlord Tenant Act.<BR><BR>Note also, if the property is within Seattle
city limits, you also need to<BR>make sure you follow the notice
requirements of the Just Cause Eviction<BR>Ordinance, which means you need a
justified reason for ending a month to<BR>month tenancy (e.g., the PR wants
to move in himself, the PR needs to sell<BR>the house, etc.). The Just
Cause Eviction Ordinance lists the allowed<BR>reasons for terminating a
month to month tenancy. Depending on the reason<BR>used as the basis
for eviction, there are different timelines set out for<BR>how much notice
you have to give.<BR><BR><BR><BR>Best Regards,<BR><BR>DANIELLE FLATT |
ATTORNEY | DIMENSION LAW GROUP PLLC<BR>234 SW 43rd St, Suite MA | Renton, WA
98057<BR>t: *206.973.3500 *| f: *206.577.5090*| e: *<A
href="mailto:danielle@dimensionlaw.com">danielle@dimensionlaw.com</A><BR><<A
href="mailto:danielle@dimensionlaw.com">danielle@dimensionlaw.com</A>>*|
<A href="http://www.dimensionlaw.com">www.dimensionlaw.com</A><BR><BR>On
Tue, Sep 27, 2016 at 10:01 AM, Michael Atkins <<BR><A
href="mailto:michael@westseattleattorney.com">michael@westseattleattorney.com</A>>
wrote:<BR><BR>
<BLOCKQUOTE type="cite">Hi All:<BR>Anyone like to share an Eviction Notice
for Seattle ? PR needs to evict a<BR>relative who was living with
Dad and PR wants to give the relative 30 days.<BR>Also, is there any thing
I should be aware of ?
Thanks<BR>Mike<BR><BR><BR>_______________________________________________<BR>WSBAPT
mailing list<BR><A
href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</A><BR><A
href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</A><BR><BR></BLOCKQUOTE><BR>--
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4<BR>Date: Tue, 27 Sep 2016 23:06:58 +0000<BR>From: "Karen E. Boxx" <<A
href="mailto:kboxx@uw.edu">kboxx@uw.edu</A>><BR>To: WSBA Probate &
Trust Listserv <<A
href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</A>><BR>Subject:
Re: [WSBAPT] Self-Serving Receipt of Heir<BR>Message-ID:<BR><SPAN
class=Apple-tab-span style="WHITE-SPACE: pre"></SPAN><<A
href="mailto:DM5PR08MB2617D24ADAD7ACCA808C328EC4CC0@DM5PR08MB2617.namprd08.prod.outlook.com">DM5PR08MB2617D24ADAD7ACCA808C328EC4CC0@DM5PR08MB2617.namprd08.prod.outlook.com</A>><BR><SPAN
class=Apple-tab-span style="WHITE-SPACE: pre"></SPAN><BR>Content-Type:
text/plain; charset="us-ascii"<BR><BR>Sounds like a potential violation of
RPC 1.8(h).<BR><BR>From: <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>]
On Behalf Of Paul<BR>Sent: Tuesday, September 27, 2016 3:09 PM<BR>To: <A
href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</A><BR>Subject:
[WSBAPT] Self-Serving Receipt of Heir<BR><BR>Just saw something that raised
my eyebrows in a probate where I represent a beneficiary. The PR's
attorney prepared, and is distributing for signature, a "Receipt of Heirs"
that releases the estate, the PR, AND THE PR'S ATTORNEY. It releases
"[PR's attorney's name], in his capacity as attorney for the personal
representative, from any further or other liability with regard to this
matter." This just doesn't pass the smell test for me. OR,
should I start preparing my Receipt of Heirs by releasing me for probates I
am handling??? What is the common practice out there in probate
land?<BR><BR>[cid:image002.jpg@01D218D9.2C3C87E0]<BR><BR>-------------- next
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5<BR>Date: Wed, 28 Sep 2016 00:55:34 +0000<BR>From: Douglas Bratt <<A
href="mailto:djbratt@mbavancouverlaw.com">djbratt@mbavancouverlaw.com</A>><BR>To:
WSBA Probate & Trust Listserv <<A
href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</A>><BR>Subject:
Re: [WSBAPT] Self-Serving Receipt of Heir<BR>Message-ID:<BR><SPAN
class=Apple-tab-span style="WHITE-SPACE: pre"></SPAN><<A
href="mailto:CE7DE311763C284CBA15D1B0B4122FAA0153415E72@Server01.mbavancouverlaw.com">CE7DE311763C284CBA15D1B0B4122FAA0153415E72@Server01.mbavancouverlaw.com</A>><BR><SPAN
class=Apple-tab-span style="WHITE-SPACE: pre"></SPAN><BR>Content-Type:
text/plain; charset="us-ascii"<BR><BR>I recall a case (I believe a
disciplinary case), within the past 10 - 12 years, where an attorney was
trying to settle a potential malpractice claim a client had against the
attorney, and the attorney paid some money to the client, but, before
payment, the attorney demanded that the client sign a sweeping Release. (I
cannot recall for sure, but I think that, subsequently, the attorney was
trying to rely on the enforceability of the release after another attorney
took up the client's case against the attorney.)<BR><BR>I believe the
attorney was disciplined for not advising the client to seek independent
counsel and for not giving the client the opportunity to do so.<BR><BR>Maybe
that was tied to the RPC cited by Karen, but I just do not have the time to
double-check the RPC before I shoot off this comment. The actual
details of the case I am remembering are pretty far back in the recesses of
my memory.<BR><BR>Does anyone else remember such a case?<BR><BR>Best
Regards,<BR><BR>Doug Bratt<BR><BR><BR>Douglas J.
Bratt<BR>Lawyer<BR><BR>[Envelope scaled Terry]<BR><BR>Office: (360)
213-2040<BR>Fax: (360) 213-2030<BR><BR>CONFIDENTIALITY NOTICE: This
email message may contain confidential or privileged information. If
you have received this message by mistake, please do not review, disclose,
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times. If your matter is urgent, please phone my office during regular
business hours.<BR><BR>From: <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>]
On Behalf Of Karen E. Boxx<BR>Sent: Tuesday, September 27, 2016 4:07
PM<BR>To: WSBA Probate & Trust Listserv<BR>Subject: Re: [WSBAPT]
Self-Serving Receipt of Heir<BR><BR>Sounds like a potential violation of RPC
1.8(h).<BR><BR>From: <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>>
[<A
href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</A>]
On Behalf Of Paul<BR>Sent: Tuesday, September 27, 2016 3:09 PM<BR>To: <A
href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</A><<A
href="mailto:wsbapt@lists.wsbarppt.com">mailto:wsbapt@lists.wsbarppt.com</A>><BR>Subject:
[WSBAPT] Self-Serving Receipt of Heir<BR><BR>Just saw something that raised
my eyebrows in a probate where I represent a beneficiary. The PR's
attorney prepared, and is distributing for signature, a "Receipt of Heirs"
that releases the estate, the PR, AND THE PR'S ATTORNEY. It releases
"[PR's attorney's name], in his capacity as attorney for the personal
representative, from any further or other liability with regard to this
matter." This just doesn't pass the smell test for me. OR,
should I start preparing my Receipt of Heirs by releasing me for probates I
am handling??? What is the common practice out there in probate
land?<BR><BR>[cid:image001.jpg@01D218E5.49668A80]<BR><BR>-------------- next
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6<BR>Date: Wed, 28 Sep 2016 01:11:12 +0000<BR>From: George Edensword-Breck
<<A href="mailto:george@e-blaw.com">george@e-blaw.com</A>><BR>To: "<A
href="mailto:burchettlaw@yahoo.com">burchettlaw@yahoo.com</A>" <<A
href="mailto:burchettlaw@yahoo.com">burchettlaw@yahoo.com</A>>, "WSBA
Probate &<BR><SPAN class=Apple-tab-span
style="WHITE-SPACE: pre"></SPAN>Trust Listserv" <<A
href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</A>><BR>Subject:
Re: [WSBAPT] Compelling Sister to give copy of Will?<BR>Message-ID:<BR><SPAN
class=Apple-tab-span style="WHITE-SPACE: pre"></SPAN><<A
href="mailto:d51b7781095b409cbbf6437f56537616@mbx081-w2-co-1.exch081.serverpod.net">d51b7781095b409cbbf6437f56537616@mbx081-w2-co-1.exch081.serverpod.net</A>><BR><SPAN
class=Apple-tab-span style="WHITE-SPACE: pre"></SPAN><BR>Content-Type:
text/plain; charset="us-ascii"<BR><BR>You would not open the probate in any
Washington jusridiction witnout prresenting the will. Where is the
probate?<BR><BR>-----Original Message-----<BR>From: <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>]
On Behalf Of <A
href="mailto:burchettlaw@yahoo.com">burchettlaw@yahoo.com</A><BR>Sent:
Tuesday, September 27, 2016 9:53 AM<BR>To: WSBA Probate & Trust
Listserv<BR>Subject: [WSBAPT] Compelling Sister to give copy of
Will?<BR><BR>Hi All:<BR><BR>I have a client whose sister (the executor) is
refusing to give him a copy of the Will. Apparently the local court
house also does not have a copy. I am not sure if my client is even in
the Will, but he seems to believe that he is in the Will as his deceased
Mother has told him that property/assets are to be split evenly between him
and his sister when she passes. My client also said that he has
received some money from his sister from some of his Mother's proceeds, but
she is refusing to give him a copy of the Will. <BR><BR>Have
anyone ever encounter this type of situation and any advice on how to compel
the sister to provide a copy of the Will? <BR><BR>Best,<BR><BR>Linda
<BR>Burchett Law
Firm<BR>360-425-2560<BR><BR>_______________________________________________<BR>WSBAPT
mailing list<BR><A
href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</A><BR><A
href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</A><BR><BR><BR><BR><BR>------------------------------<BR><BR>Message:
7<BR>Date: Tue, 27 Sep 2016 21:35:22 -0700<BR>From: Doug Schafer <<A
href="mailto:schafer@pobox.com">schafer@pobox.com</A>><BR>To: WSBA
Probate & Trust Listserv <<A
href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</A>><BR>Subject:
Re: [WSBAPT] Self-Serving Receipt of Heir<BR>Message-ID: <<A
href="mailto:9fffaafa-1f36-5bbb-e83b-a21abaf4eb63@pobox.com">9fffaafa-1f36-5bbb-e83b-a21abaf4eb63@pobox.com</A>><BR>Content-Type:
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8<BR>Date: Wed, 28 Sep 2016 08:48:19 -0700<BR>From: T Roberts <<A
href="mailto:pugetsoundlaw@gmail.com">pugetsoundlaw@gmail.com</A>><BR>To:
"WSBA Probate & Trust Listserv" <<A
href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</A>><BR>Subject:
Re: [WSBAPT] Self-Serving Receipt of Heir<BR>Message-ID:<BR><SPAN
class=Apple-tab-span style="WHITE-SPACE: pre"></SPAN><<A
href="mailto:CAGdSjQ+aC43yL4ZU=oyzPMYOsCkkpzbmc8JyE4FhbNhiKOBOQw@mail.gmail.com">CAGdSjQ+aC43yL4ZU=oyzPMYOsCkkpzbmc8JyE4FhbNhiKOBOQw@mail.gmail.com</A>><BR>Content-Type:
text/plain; charset="utf-8"<BR><BR>I'd second Doug's alternatives.
Dealing with contentious heirs can justify<BR>a final hearing to close the
estate and discharge the PR. However, I would<BR>be wary of the extent
of the work expended on releases and who paid it.<BR><BR>I've been in
courtroom when a commissioner ordered fees disgorged from the<BR>PR and the
PR's attorney for work associated with trying to get
settlement<BR>agreements and waivers from heirs and beneficiaries releasing
the PR from<BR>liability, reasoning that all work associated with any
release of liability<BR>was for the PR's personal benefit, did not provide
any benefit to the<BR>estate, and were not appropriate administrative
expenses. The Commissioner<BR>spent quite a long time dressing down
the PR and his counsel for this<BR>misappropriation of estate
resources. The amount of fees was substantial,<BR>I can't remember the
exact figure but it was well over $20k, so the sheer<BR>amount may have been
what sent the commissioner over the edge. Still a<BR>good cautionary
example.<BR><BR>Tara M. Roberts<BR>Puget Sound Law pllc<BR><A
href="mailto:roberts@pugetsoundlaw.com">roberts@pugetsoundlaw.com</A><BR><BR><BR><BR>On
Tue, Sep 27, 2016 at 9:35 PM, Doug Schafer <<A
href="mailto:schafer@pobox.com">schafer@pobox.com</A>> wrote:<BR><BR>
<BLOCKQUOTE type="cite">I have doubts that RPC 1.8(h) applies, or that the
requested release of<BR>the PR's lawyer is improper. The estate
beneficiaries are not clients or<BR>former clients of the PR's lawyer, so
RPC 1.8(h) by its terms does not<BR>apply. But if a beneficiary
refuses to sign a release of the PR, then the<BR>PR's lawyer reasonably
might advise his client (PR) to opt for a costly<BR>judicial discharge by
filing a final report and petition for distribution<BR>and schedule a
hearing (rather than filing a declaration of completion) for<BR>a judicial
decree of distribution and discharge of the PR. (RCW 11.76.040
-<BR>.060). However, if a beneficiary signs a release of the PR but
strikes out<BR>the phrase releasing the PR's lawyer, I believe the lawyer
ought to<BR>consider that an acceptable release, and the lawyer should
rely on Trask v.<BR>Butler, 123 Wn.2d 835, to shield him/her from
liability. If the lawyer in<BR>such a case insists on a personal
release of the lawyer, I believe the<BR>lawyer's interests are then
conflicting with his/her client's interests in<BR>expeditiously closing
the estate.<BR><BR>RPC 1.8(h) reads:<BR>(h) A lawyer shall not:<BR>(1)
make an agreement prospectively limiting the lawyer's liability to
a<BR>client for malpractice unless permitted by law and the client
is<BR>independently represented by a lawyer in making the agreement;
or<BR>(2) settle a claim or potential claim for such liability with
an<BR>unrepresented client or former client unless that person is advised
in<BR>writing of the desirability of seeking and is given a
reasonable<BR>opportunity to seek the advice of an independent lawyer in
connection<BR>therewith.<BR><BR>Doug Schafer, in Tacoma<BR><BR><BR>On
9/27/2016 4:06 PM, Karen E. Boxx wrote:<BR><BR><BR>Sounds like a potential
violation of RPC 1.8(h).<BR><BR><BR><BR>*From:* <A
href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</A>
[mailto:wsbapt-bounces@lists.<BR><A
href="http://wsbarppt.com">wsbarppt.com</A> <<A
href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</A>>]
*On Behalf Of *Paul<BR>*Sent:* Tuesday, September 27, 2016 3:09
PM<BR>*To:* <A
href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</A><BR>*Subject:*
[WSBAPT] Self-Serving Receipt of Heir<BR><BR><BR><BR>Just saw something
that raised my eyebrows in a probate where I represent<BR>a
beneficiary. The PR?s attorney prepared, and is distributing
for<BR>signature, a ?Receipt of Heirs? that releases the estate, the PR,
*AND<BR>THE PR?S ATTORNEY*. It releases ?[PR?s attorney?s name], in
his capacity<BR>as attorney for the personal representative, from any
further or other<BR>liability with regard to this matter.? This just
doesn?t pass the smell<BR>test for me. OR, should I start preparing
my Receipt of Heirs by releasing<BR>*me* for probates I am
handling??? What is the common practice out there<BR>in probate
land?<BR><BR><BR><BR><BR><BR><BR><BR><BR>_______________________________________________
WSBAPT mailing list<BR><A
href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</A> <A
href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</A><BR><BR><BR><BR>_______________________________________________<BR>WSBAPT
mailing list<BR><A
href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</A><BR><A
href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</A><BR><BR></BLOCKQUOTE>--------------
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9<BR>Date: Wed, 28 Sep 2016 16:40:13 +0000<BR>From: Rebecca King <<A
href="mailto:rebecca@nwelg.com">rebecca@nwelg.com</A>><BR>To: WSBA
Probate & Trust Listserv <<A
href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</A>><BR>Subject:
Re: [WSBAPT] Self-Serving Receipt of Heir<BR>Message-ID:<BR><SPAN
class=Apple-tab-span style="WHITE-SPACE: pre"></SPAN><<A
href="mailto:BN6PR10MB125119B30D2E3B96C6B05D3FB3CF0@BN6PR10MB1251.namprd10.prod.outlook.com">BN6PR10MB125119B30D2E3B96C6B05D3FB3CF0@BN6PR10MB1251.namprd10.prod.outlook.com</A>><BR><SPAN
class=Apple-tab-span style="WHITE-SPACE: pre"></SPAN><BR>Content-Type:
text/plain; charset="utf-8"<BR><BR>The waiver form in the probate deskbook
actually includes the ?release attorneys from all liability?
language.<BR><BR>Rebecca King<BR>Attorney<BR><BR>Northwest Elder Law
Group<BR>11300 Roosevelt Way NE, Suite 101<BR>Seattle, WA 98125<BR>(206)
937-6102<BR>Fax (206) 830-9326<BR><BR>Providing Services in Elder
Law<BR><BR>CONFIDENTIALITY NOTICE: This e-mail message, including any
attachments, is for the sole use of the intended recipient(s) and may
contain confidential and privileged information protected by law. Any
unauthorized review, use, disclosure or distribution is prohibited. If you
are not the intended recipient, please contact the sender by reply e-mail
and destroy all copies of the original message.<BR><BR>From: <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>]
On Behalf Of T Roberts<BR>Sent: Wednesday, September 28, 2016 8:48 AM<BR>To:
WSBA Probate & Trust Listserv<BR>Subject: Re: [WSBAPT] Self-Serving
Receipt of Heir<BR><BR>I'd second Doug's alternatives. Dealing with
contentious heirs can justify a final hearing to close the estate and
discharge the PR. However, I would be wary of the extent of the work
expended on releases and who paid it.<BR><BR>I've been in courtroom when a
commissioner ordered fees disgorged from the PR and the PR's attorney for
work associated with trying to get settlement agreements and waivers from
heirs and beneficiaries releasing the PR from liability, reasoning that all
work associated with any release of liability was for the PR's personal
benefit, did not provide any benefit to the estate, and were not appropriate
administrative expenses. The Commissioner spent quite a long time
dressing down the PR and his counsel for this misappropriation of estate
resources. The amount of fees was substantial, I can't remember the
exact figure but it was well over $20k, so the sheer amount may have been
what sent the commissioner over the edge. Still a good cautionary
example.<BR><BR>Tara M. Roberts<BR>Puget Sound Law pllc<BR><A
href="mailto:roberts@pugetsoundlaw.com">roberts@pugetsoundlaw.com</A><<A
href="mailto:roberts@pugetsoundlaw.com">mailto:roberts@pugetsoundlaw.com</A>><BR><BR><BR><BR>On
Tue, Sep 27, 2016 at 9:35 PM, Doug Schafer <<A
href="mailto:schafer@pobox.com">schafer@pobox.com</A><<A
href="mailto:schafer@pobox.com">mailto:schafer@pobox.com</A>>>
wrote:<BR>I have doubts that RPC 1.8(h) applies, or that the requested
release of the PR's lawyer is improper. The estate beneficiaries are
not clients or former clients of the PR's lawyer, so RPC 1.8(h) by its terms
does not apply. But if a beneficiary refuses to sign a release of the
PR, then the PR's lawyer reasonably might advise his client (PR) to opt for
a costly judicial discharge by filing a final report and petition for
distribution and schedule a hearing (rather than filing a declaration of
completion) for a judicial decree of distribution and discharge of the PR.
(RCW 11.76.040 - .060). However, if a beneficiary signs a release of
the PR but strikes out the phrase releasing the PR's lawyer, I believe the
lawyer ought to consider that an acceptable release, and the lawyer should
rely on Trask v. Butler, 123 Wn.2d 835, to shield him/her from
liability. If the lawyer in such a case insists on a personal release
of the lawyer, I believe the lawyer's interests are then confl!<BR>icting
with his/her client's interests in expeditiously closing the
estate.<BR><BR>RPC 1.8(h) reads:<BR>(h) A lawyer shall not:<BR>(1) make an
agreement prospectively limiting the lawyer's liability to a client for
malpractice unless permitted by law and the client is independently
represented by a lawyer in making the agreement; or<BR>(2) settle a claim or
potential claim for such liability with an unrepresented client or former
client unless that person is advised in writing of the desirability of
seeking and is given a reasonable opportunity to seek the advice of an
independent lawyer in connection therewith.<BR><BR>Doug Schafer, in
Tacoma<BR><BR>On 9/27/2016 4:06 PM, Karen E. Boxx wrote:<BR><BR>Sounds like
a potential violation of RPC 1.8(h).<BR><BR><BR><BR>From: <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>>
[<A
href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</A>]
On Behalf Of Paul<BR>Sent: Tuesday, September 27, 2016 3:09 PM<BR>To: <A
href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</A><<A
href="mailto:wsbapt@lists.wsbarppt.com">mailto:wsbapt@lists.wsbarppt.com</A>><BR>Subject:
[WSBAPT] Self-Serving Receipt of Heir<BR><BR><BR><BR>Just saw something that
raised my eyebrows in a probate where I represent a beneficiary. The
PR?s attorney prepared, and is distributing for signature, a ?Receipt of
Heirs? that releases the estate, the PR, AND THE PR?S ATTORNEY. It
releases ?[PR?s attorney?s name], in his capacity as attorney for the
personal representative, from any further or other liability with regard to
this matter.? This just doesn?t pass the smell test for me. OR,
should I start preparing my Receipt of Heirs by releasing me for probates I
am handling??? What is the common practice out there in probate
land?<BR><BR><BR><BR>[cid:image001.jpg@01D2196C.527F1BF0]<BR><BR><BR><BR><BR>_______________________________________________
WSBAPT mailing list <A
href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</A><<A
href="mailto:WSBAPT@lists.wsbarppt.com">mailto:WSBAPT@lists.wsbarppt.com</A>>
<A
href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</A><BR><BR><BR>_______________________________________________<BR>WSBAPT
mailing list<BR><A
href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</A><<A
href="mailto:WSBAPT@lists.wsbarppt.com">mailto:WSBAPT@lists.wsbarppt.com</A>><BR><A
href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</A><BR><BR>--------------
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10<BR>Date: Wed, 28 Sep 2016 17:55:20 +0000<BR>From: Dalynne Singleton
<<A href="mailto:dalynne@glgmail.com">dalynne@glgmail.com</A>><BR>To:
WSBA Probate & Trust Listserv <<A
href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</A>><BR>Subject:
[WSBAPT] Compelling Sister to give copy of Will?<BR>Message-ID:<BR><SPAN
class=Apple-tab-span style="WHITE-SPACE: pre"></SPAN><<A
href="mailto:DM2PR12MB0046924119E4C409882C9534A5CF0@DM2PR12MB0046.namprd12.prod.outlook.com">DM2PR12MB0046924119E4C409882C9534A5CF0@DM2PR12MB0046.namprd12.prod.outlook.com</A>><BR><SPAN
class=Apple-tab-span style="WHITE-SPACE: pre"></SPAN><BR>Content-Type:
text/plain; charset="iso-8859-1"<BR><BR>Has probate been filed? If
yes, then petition for her to bring Will to court. If she filed a
testate estate, the Will would be on file. If she filed a intestate
estate, she is lying to the court that there is no Will.<BR><BR>If not
filed, he can file probate and have a hearing on the Petition for
Non-Intervention Powers. Serve her and she will probably
respond. If not, he will be appointed and he can inform the court that
he believes there is a Will but sister is withholding it... She will
have to answer to the court for her actions.<BR><BR>Dalynne
Singleton<BR><BR>Gourley Law Group<BR>Snohomish Escrow<BR>The Exchange
Connection<BR>1002 10th Street / PO Box 1091<BR>Snohomish, WA
98291<BR><BR>360.568.5065<BR>360.329.4079<BR>360.568.8092? fax<BR><A
href="mailto:dalynne@glgmail.com">dalynne@glgmail.com</A><BR><BR>LICENSED IN
WASHINGTON AND OREGON<BR>IMPORTANT/CONFIDENTIAL: This e-mail message (and
any attachments accompanying it) may contain confidential information,
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?????<BR><BR><BR>-----Original Message-----<BR>From: <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>]
On Behalf Of George Edensword-Breck<BR>Sent: Tuesday, September 27, 2016
6:11 PM<BR>To: <A
href="mailto:burchettlaw@yahoo.com">burchettlaw@yahoo.com</A>; WSBA Probate
& Trust Listserv <<A
href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</A>><BR>Subject:
Re: [WSBAPT] Compelling Sister to give copy of Will?<BR><BR>You would not
open the probate in any Washington jusridiction witnout prresenting the
will. Where is the probate?<BR><BR>-----Original Message-----<BR>From: <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>]
On Behalf Of <A
href="mailto:burchettlaw@yahoo.com">burchettlaw@yahoo.com</A><BR>Sent:
Tuesday, September 27, 2016 9:53 AM<BR>To: WSBA Probate & Trust
Listserv<BR>Subject: [WSBAPT] Compelling Sister to give copy of
Will?<BR><BR>Hi All:<BR><BR>I have a client whose sister (the executor) is
refusing to give him a copy of the Will. Apparently the local court
house also does not have a copy. I am not sure if my client is even in
the Will, but he seems to believe that he is in the Will as his deceased
Mother has told him that property/assets are to be split evenly between him
and his sister when she passes. My client also said that he has
received some money from his sister from some of his Mother's proceeds, but
she is refusing to give him a copy of the Will. <BR><BR>Have
anyone ever encounter this type of situation and any advice on how to compel
the sister to provide a copy of the Will? <BR><BR>Best,<BR><BR>Linda
<BR>Burchett Law
Firm<BR>360-425-2560<BR><BR>_______________________________________________<BR>WSBAPT
mailing list<BR><A
href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</A><BR><A
href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</A><BR><BR><BR>_______________________________________________<BR>WSBAPT
mailing list<BR><A
href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</A><BR><A
href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</A><BR><BR><BR><BR><BR>------------------------------<BR><BR>Message:
11<BR>Date: Wed, 28 Sep 2016 11:30:05 -0700<BR>From: Jim Doran <<A
href="mailto:jim@doranlegal.com">jim@doranlegal.com</A>><BR>To: "WSBA
Probate & Trust Listserv" <<A
href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</A>><BR>Subject:
Re: [WSBAPT] Building Contract<BR>Message-ID:<BR><SPAN class=Apple-tab-span
style="WHITE-SPACE: pre"></SPAN><<A
href="mailto:CANk51bDaGVEJuOw3TKM1pHEEhqnMcsUc4pMpV5fz-uFaeEvyfQ@mail.gmail.com">CANk51bDaGVEJuOw3TKM1pHEEhqnMcsUc4pMpV5fz-uFaeEvyfQ@mail.gmail.com</A>><BR>Content-Type:
text/plain; charset="utf-8"<BR><BR>Mike:<BR><BR>Do you happen to have the
Residential Design-Build Contract (Lump Sum) in a<BR>Word document?
The WSBA construction section version is a pdf and I don't<BR>have the
software to convert from pdf to Word. Frustrating.<BR><BR>Thank
you,<BR><BR>Jim Doran<BR><BR>James R. Doran<BR>Attorney at Law<BR>100 E.
Pine Street - Suite 205<BR>Bellingham, WA 98225<BR>(360)393-9506<BR><A
href="mailto:jim@doranlegal.com">jim@doranlegal.com</A><BR><A
href="http://www.doranlegal.com">www.doranlegal.com</A><BR><BR>On Fri, Sep
23, 2016 at 2:48 PM, Mike Winslow <<A
href="mailto:mike@winslegal.com">mike@winslegal.com</A>> wrote:<BR><BR>
<BLOCKQUOTE type="cite">Here is the model agreement published by the
Construction Law section of<BR>the WSBA several years ago. I don?t use it,
as I rep. mostly general<BR>contractors, so have a more *contractor
oriented* agreement.<BR><BR>But this is sold as being *fair to all
parties*. It will get the job done.<BR><BR><BR><BR>If you rep the
contractor, do not ignore completing the Notice To<BR>Customer, exhibit D.
Failure to have customer sign results in violations of<BR>Contractor
Registration Act, abrogates lien rights and is a violation of<BR>the CPA,
plus other bad juju. L and I fines contractors a $1,000 fine
for<BR>failure to use the form. It must be used in the right sequence
and<BR>retention of signed copy in contractor?s records is
mandatory.<BR><BR>Nasty, Nasty trap for the contractor. Best to understand
these rules.<BR><BR><BR><BR><BR><BR>Michael A. Winslow<BR><BR>1204
Cleveland Ave.<BR><BR>Mount Vernon, WA 98273<BR><BR>Ph.
360-336-3321<BR><BR>Em. <A
href="mailto:Mike@winslegal.com">Mike@winslegal.com</A><BR><BR><BR><BR>This
message is from an attorney, so it?s confidential. If you are not
the<BR>intended recipient, it?s too late to stop reading this message, but
you may<BR>not use it for any improper purpose. Huge Disclaimer available
upon request.<BR><BR><BR><BR>*From:* <A
href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</A>
[mailto:wsbapt-bounces@lists.<BR><A
href="http://wsbarppt.com">wsbarppt.com</A>] *On Behalf Of *Jim
Doran<BR>*Sent:* Friday, September 23, 2016 2:21 PM<BR>*To:* Real Property
Section; WSBA Real Property Listserv<BR>*Subject:* [WSBAPT] Building
Contract<BR><BR><BR><BR>Does someone have a template for a residential
home building project. My<BR>client, the contractor, has all the
building spec details in hand. I<BR>really need a fairly basic
contract to which we will attach the<BR>specifications.<BR><BR>Thank
you.<BR><BR>Jim Doran<BR><BR>James R. Doran<BR><BR>Attorney at
Law<BR><BR>100 E. Pine Street - Suite 205<BR><BR>Bellingham, WA
98225<BR>(360)393-9506<BR><BR><A
href="mailto:jim@doranlegal.com">jim@doranlegal.com</A><BR><BR><A
href="http://www.doranlegal.com">www.doranlegal.com</A><BR><BR>_______________________________________________<BR>WSBAPT
mailing list<BR><A
href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</A><BR><A
href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</A><BR><BR></BLOCKQUOTE>--------------
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