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<font face="Times New Roman, Times, serif">My understanding is that
your client is the PR, not the estate. (Trask v. Butler, </font><font
face="Times New Roman, Times, serif"><span class="st">123 Wash. 2d
835</span> (1994), “After analyzing our modified multifactor
balancing test, we hold that a duty is not owed from an attorney
hired by the personal representative of an estate to the estate or
to the estate beneficiaries.”) </font><br>
<br>
<div class="moz-cite-prefix">On 9/28/2016 11:03 PM, Theresa Nguyen
wrote:<br>
</div>
<blockquote
cite="mid:83135968-1098-4763-A5DF-4E4E5D28EE99@tnguyenlaw.com"
type="cite">
<meta http-equiv="Content-Type" content="text/html;
charset=windows-1252">
Hi everyone,
<div class=""><br class="">
</div>
<div class="">Please let me know if you have dealt with an of the
issues below: </div>
<div class=""><br class="">
</div>
<div class="">
<ul class="MailOutline">
<li class="">Decedent died with no will and mom
(incapacitated, represented by guardian and guardian’s
attorney) is to take under the intestate statute. </li>
<li class="">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>
<li class="">Decedent died leaving just a house and a bank
account with about $30k. </li>
<li class="">One of the siblings is appointed as PR. I also
advise her although my duty is to the estate. </li>
<li class="">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>
<li class="">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>
<li class="">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 class="">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>
<li class="">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 class=""><br class="">
</div>
</div>
<div class="">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 class=""><br class="">
</div>
<div class="">Or should I petition for another PR? Is it my duty
to do so?</div>
<div class="">
<div class=""><br class="webkit-block-placeholder">
</div>
<div apple-content-edited="true" class="">
<div class="" style="color: rgb(0, 0, 0); font-family:
Helvetica; font-size: 12px; font-style: normal;
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<div class=""><span class="" style="color: rgb(34, 34, 34);
font-family: arial, sans-serif; font-size: small;">Please
advise! Thank you in advance. <br
class="Apple-interchange-newline">
<br class="Apple-interchange-newline">
-- </span><br class="" style="color: rgb(34, 34, 34);
font-family: arial, sans-serif;">
<div class="gmail_signature">
<div dir="ltr" class="">
<div class="gmail_signature">
<div dir="ltr" class="">
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<div class="" style="color: rgb(34, 34, 34);
font-family: arial, sans-serif;"><font
class="" face="arial, helvetica,
sans-serif" color="#000000">Kindest
Regards, </font></div>
<div class="" style="color: rgb(34, 34, 34);
font-family: arial, sans-serif;"><br
class="">
</div>
<div class="" style="font-family: arial,
sans-serif;"><b class=""><font class=""
style="font-size: 14px;" color="#0042aa"><font
class="" face="arial, helvetica,
sans-serif">Theresa Nguyen, </font><span
class="" style="font-family: arial,
helvetica, sans-serif;">J.D., LL.M.</span></font></b></div>
<div class="" style="font-family: arial,
sans-serif;"><font class="" color="#002e7a"><font
class="" face="arial, helvetica,
sans-serif"><b style="font-size: 14px;"
class=""><font class="" face="arial,
sans-serif">L</font></b></font><b
style="font-family: arial, helvetica,
sans-serif; font-size: 14px;" class=""><font
class="" face="arial, sans-serif">aw
Office of </font>Theresa<font class=""
face="arial, sans-serif"> Nguyen, PLLC</font></b></font></div>
<div class=""><span style="font-family: arial,
helvetica, sans-serif; font-size: 14px;"
class=""><font class="" color="#001e57"><b
class="">707 S Grady Way, Suite 600 |
Renton, WA 98057</b></font></span></div>
<div class=""><font style="font-size: 14px;"
class="" color="#0042aa"><font class=""
style="font-family: arial, helvetica,
sans-serif;"><b class="">Ph.</b> </font><a
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style="font-family: arial, helvetica,
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<blockquote type="cite" class="">
<div class="">On Sep 28, 2016, at 12:00 PM, <a
moz-do-not-send="true"
href="mailto:wsbapt-request@lists.wsbarppt.com" class="">wsbapt-request@lists.wsbarppt.com</a>
wrote:</div>
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<div class="">Send WSBAPT mailing list submissions to<br
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To subscribe or unsubscribe via the World Wide Web, visit<br
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or, via email, send a message with subject or body 'help'
to<br class="">
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You can reach the person managing the list at<br class="">
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When replying, please edit your Subject line so it is more
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<br class="">
Today's Topics:<br class="">
<br class="">
1. Referral for Trust Attorney in Whittier, CA (Piper
Thornburgh)<br class="">
2. Self-Serving Receipt of Heir (Paul)<br class="">
3. Re: Eviction Notice (Danielle Flatt)<br class="">
4. Re: Self-Serving Receipt of Heir (Karen E. Boxx)<br
class="">
5. Re: Self-Serving Receipt of Heir (Douglas Bratt)<br
class="">
6. Re: Compelling Sister to give copy of Will?<br
class="">
(George Edensword-Breck)<br class="">
7. Re: Self-Serving Receipt of Heir (Doug Schafer)<br
class="">
8. Re: Self-Serving Receipt of Heir (T Roberts)<br
class="">
9. Re: Self-Serving Receipt of Heir (Rebecca King)<br
class="">
10. Compelling Sister to give copy of Will? (Dalynne
Singleton)<br class="">
11. Re: Building Contract (Jim Doran)<br class="">
<br class="">
<br class="">
----------------------------------------------------------------------<br
class="">
<br class="">
Message: 1<br class="">
Date: Tue, 27 Sep 2016 13:03:57 -0700<br class="">
From: Piper Thornburgh
<a class="moz-txt-link-rfc2396E" href="mailto:piper@piperthornburghlaw.com"><piper@piperthornburghlaw.com></a><br class="">
To: <a class="moz-txt-link-abbreviated" href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br class="">
Subject: [WSBAPT] Referral for Trust Attorney in Whittier,
CA<br class="">
Message-ID:<br class="">
<span class="Apple-tab-span" style="white-space:pre"> </span><a class="moz-txt-link-rfc2396E" href="mailto:C12E7271-1924-4B4F-90AA-80EDE1B8B658@piperthornburghlaw.com"><C12E7271-1924-4B4F-90AA-80EDE1B8B658@piperthornburghlaw.com></a><br
class="">
Content-Type: text/plain; charset="us-ascii"<br class="">
<br class="">
Dear Listmates, <br class="">
Can anyone offer me a referral for an attorney in or near
Whittier in southern California on a trust matter. <br
class="">
Thank you, <br class="">
<br class="">
Piper M. Thornburgh<br class="">
PIPER THORNBURGH LAW PLLC<br class="">
<br class="">
<br class="">
<br class="">
<br class="">
<br class="">
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<br class="">
Message: 2<br class="">
Date: Tue, 27 Sep 2016 22:09:18 +0000<br class="">
From: Paul <a class="moz-txt-link-rfc2396E" href="mailto:pneumiller@hotmail.com"><pneumiller@hotmail.com></a><br class="">
To: <a class="moz-txt-link-rfc2396E" href="mailto:wsbapt@lists.wsbarppt.com">"wsbapt@lists.wsbarppt.com"</a>
<a class="moz-txt-link-rfc2396E" href="mailto:wsbapt@lists.wsbarppt.com"><wsbapt@lists.wsbarppt.com></a><br class="">
Subject: [WSBAPT] Self-Serving Receipt of Heir<br class="">
Message-ID:<br class="">
<span class="Apple-tab-span" style="white-space:pre"> </span><a class="moz-txt-link-rfc2396E" href="mailto:BY1PR0401MB1255A7BA9A3BDD5E2DE1E0A8D2CC0@BY1PR0401MB1255.namprd04.prod.outlook.com"><BY1PR0401MB1255A7BA9A3BDD5E2DE1E0A8D2CC0@BY1PR0401MB1255.namprd04.prod.outlook.com></a><br
class="">
<span class="Apple-tab-span" style="white-space:pre"> </span><br
class="">
Content-Type: text/plain; charset="us-ascii"<br class="">
<br class="">
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 class="">
<br class="">
[<a class="moz-txt-link-freetext" href="cid:image001.jpg@01D218D1.0311B7D0">cid:image001.jpg@01D218D1.0311B7D0</a>]<br class="">
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<br class="">
Message: 3<br class="">
Date: Tue, 27 Sep 2016 15:20:40 -0700<br class="">
From: Danielle Flatt <a class="moz-txt-link-rfc2396E" href="mailto:danielle@dimensionlaw.com"><danielle@dimensionlaw.com></a><br
class="">
To: "WSBA Probate & Trust Listserv"
<a class="moz-txt-link-rfc2396E" href="mailto:wsbapt@lists.wsbarppt.com"><wsbapt@lists.wsbarppt.com></a><br class="">
Subject: Re: [WSBAPT] Eviction Notice<br class="">
Message-ID:<br class="">
<span class="Apple-tab-span" style="white-space:pre"> </span><a class="moz-txt-link-rfc2396E" href="mailto:CAKKMyYdf1dZVDUV=7yA+hS-sAfp4E12XEZbVO_DuqaS62YONLw@mail.gmail.com"><CAKKMyYdf1dZVDUV=7yA+hS-sAfp4E12XEZbVO_DuqaS62YONLw@mail.gmail.com></a><br
class="">
Content-Type: text/plain; charset="utf-8"<br class="">
<br class="">
Mike,<br class="">
<br class="">
Depending on your facts, an eviction may not the
appropriate course of<br class="">
action in your case. If the relative was a co-habitant
with the deceased,<br class="">
then you may need to do an ejectment action, not an
eviction, as the<br class="">
relative can argue he was a tenant at will. If you are
taking the position<br class="">
there was a rental agreement/tenancy between the relative
and the deceased,<br class="">
then you would need to follow the terms of the rental
agreement and the<br class="">
Residential Landlord Tenant Act.<br class="">
<br class="">
Note also, if the property is within Seattle city limits,
you also need to<br class="">
make sure you follow the notice requirements of the Just
Cause Eviction<br class="">
Ordinance, which means you need a justified reason for
ending a month to<br class="">
month tenancy (e.g., the PR wants to move in himself, the
PR needs to sell<br class="">
the house, etc.). The Just Cause Eviction Ordinance lists
the allowed<br class="">
reasons for terminating a month to month tenancy.
Depending on the reason<br class="">
used as the basis for eviction, there are different
timelines set out for<br class="">
how much notice you have to give.<br class="">
<br class="">
<br class="">
<br class="">
Best Regards,<br class="">
<br class="">
DANIELLE FLATT | ATTORNEY | DIMENSION LAW GROUP PLLC<br
class="">
234 SW 43rd St, Suite MA | Renton, WA 98057<br class="">
t: *206.973.3500 *| f: *206.577.5090*| e:
*danielle@dimensionlaw.com<br class="">
<a class="moz-txt-link-rfc2396E" href="mailto:danielle@dimensionlaw.com"><danielle@dimensionlaw.com></a>*| <a class="moz-txt-link-abbreviated" href="http://www.dimensionlaw.com">www.dimensionlaw.com</a><br
class="">
<br class="">
On Tue, Sep 27, 2016 at 10:01 AM, Michael Atkins <<br
class="">
<a class="moz-txt-link-abbreviated" href="mailto:michael@westseattleattorney.com">michael@westseattleattorney.com</a>> wrote:<br class="">
<br class="">
<blockquote type="cite" class="">Hi All:<br class="">
Anyone like to share an Eviction Notice for Seattle ?
PR needs to evict a<br class="">
relative who was living with Dad and PR wants to give
the relative 30 days.<br class="">
Also, is there any thing I should be aware of ? Thanks<br
class="">
Mike<br class="">
<br class="">
<br class="">
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<br class="">
Message: 4<br class="">
Date: Tue, 27 Sep 2016 23:06:58 +0000<br class="">
From: "Karen E. Boxx" <a class="moz-txt-link-rfc2396E" href="mailto:kboxx@uw.edu"><kboxx@uw.edu></a><br class="">
To: WSBA Probate & Trust Listserv
<a class="moz-txt-link-rfc2396E" href="mailto:wsbapt@lists.wsbarppt.com"><wsbapt@lists.wsbarppt.com></a><br class="">
Subject: Re: [WSBAPT] Self-Serving Receipt of Heir<br
class="">
Message-ID:<br class="">
<span class="Apple-tab-span" style="white-space:pre"> </span><a class="moz-txt-link-rfc2396E" href="mailto:DM5PR08MB2617D24ADAD7ACCA808C328EC4CC0@DM5PR08MB2617.namprd08.prod.outlook.com"><DM5PR08MB2617D24ADAD7ACCA808C328EC4CC0@DM5PR08MB2617.namprd08.prod.outlook.com></a><br
class="">
<span class="Apple-tab-span" style="white-space:pre"> </span><br
class="">
Content-Type: text/plain; charset="us-ascii"<br class="">
<br class="">
Sounds like a potential violation of RPC 1.8(h).<br
class="">
<br class="">
From: <a class="moz-txt-link-abbreviated" href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>
[<a class="moz-txt-link-freetext" href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>] On Behalf Of
Paul<br class="">
Sent: Tuesday, September 27, 2016 3:09 PM<br class="">
To: <a class="moz-txt-link-abbreviated" href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br class="">
Subject: [WSBAPT] Self-Serving Receipt of Heir<br class="">
<br class="">
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 class="">
<br class="">
[<a class="moz-txt-link-freetext" href="cid:image002.jpg@01D218D9.2C3C87E0">cid:image002.jpg@01D218D9.2C3C87E0</a>]<br class="">
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<br class="">
Message: 5<br class="">
Date: Wed, 28 Sep 2016 00:55:34 +0000<br class="">
From: Douglas Bratt <a class="moz-txt-link-rfc2396E" href="mailto:djbratt@mbavancouverlaw.com"><djbratt@mbavancouverlaw.com></a><br
class="">
To: WSBA Probate & Trust Listserv
<a class="moz-txt-link-rfc2396E" href="mailto:wsbapt@lists.wsbarppt.com"><wsbapt@lists.wsbarppt.com></a><br class="">
Subject: Re: [WSBAPT] Self-Serving Receipt of Heir<br
class="">
Message-ID:<br class="">
<span class="Apple-tab-span" style="white-space:pre"> </span><a class="moz-txt-link-rfc2396E" href="mailto:CE7DE311763C284CBA15D1B0B4122FAA0153415E72@Server01.mbavancouverlaw.com"><CE7DE311763C284CBA15D1B0B4122FAA0153415E72@Server01.mbavancouverlaw.com></a><br
class="">
<span class="Apple-tab-span" style="white-space:pre"> </span><br
class="">
Content-Type: text/plain; charset="us-ascii"<br class="">
<br class="">
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 class="">
<br class="">
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 class="">
<br class="">
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 class="">
<br class="">
Does anyone else remember such a case?<br class="">
<br class="">
Best Regards,<br class="">
<br class="">
Doug Bratt<br class="">
<br class="">
<br class="">
Douglas J. Bratt<br class="">
Lawyer<br class="">
<br class="">
[Envelope scaled Terry]<br class="">
<br class="">
Office: (360) 213-2040<br class="">
Fax: (360) 213-2030<br class="">
<br class="">
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.<br class="">
<br class="">
NOTE: 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.<br class="">
<br class="">
From: <a class="moz-txt-link-abbreviated" href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>
[<a class="moz-txt-link-freetext" href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>] On Behalf Of
Karen E. Boxx<br class="">
Sent: Tuesday, September 27, 2016 4:07 PM<br class="">
To: WSBA Probate & Trust Listserv<br class="">
Subject: Re: [WSBAPT] Self-Serving Receipt of Heir<br
class="">
<br class="">
Sounds like a potential violation of RPC 1.8(h).<br
class="">
<br class="">
From:
<a class="moz-txt-link-abbreviated" href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a><a class="moz-txt-link-rfc2396E" href="mailto:wsbapt-bounces@lists.wsbarppt.com"><mailto:wsbapt-bounces@lists.wsbarppt.com></a>
[<a class="moz-txt-link-freetext" href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>] On Behalf Of
Paul<br class="">
Sent: Tuesday, September 27, 2016 3:09 PM<br class="">
To:
<a class="moz-txt-link-abbreviated" href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><a class="moz-txt-link-rfc2396E" href="mailto:wsbapt@lists.wsbarppt.com"><mailto:wsbapt@lists.wsbarppt.com></a><br
class="">
Subject: [WSBAPT] Self-Serving Receipt of Heir<br class="">
<br class="">
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 class="">
<br class="">
[<a class="moz-txt-link-freetext" href="cid:image001.jpg@01D218E5.49668A80">cid:image001.jpg@01D218E5.49668A80</a>]<br class="">
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------------------------------<br class="">
<br class="">
Message: 6<br class="">
Date: Wed, 28 Sep 2016 01:11:12 +0000<br class="">
From: George Edensword-Breck <a class="moz-txt-link-rfc2396E" href="mailto:george@e-blaw.com"><george@e-blaw.com></a><br
class="">
To: <a class="moz-txt-link-rfc2396E" href="mailto:burchettlaw@yahoo.com">"burchettlaw@yahoo.com"</a> <a class="moz-txt-link-rfc2396E" href="mailto:burchettlaw@yahoo.com"><burchettlaw@yahoo.com></a>,
"WSBA Probate &<br class="">
<span class="Apple-tab-span" style="white-space:pre"> </span>Trust
Listserv" <a class="moz-txt-link-rfc2396E" href="mailto:wsbapt@lists.wsbarppt.com"><wsbapt@lists.wsbarppt.com></a><br class="">
Subject: Re: [WSBAPT] Compelling Sister to give copy of
Will?<br class="">
Message-ID:<br class="">
<span class="Apple-tab-span" style="white-space:pre"> </span><a class="moz-txt-link-rfc2396E" href="mailto:d51b7781095b409cbbf6437f56537616@mbx081-w2-co-1.exch081.serverpod.net"><d51b7781095b409cbbf6437f56537616@mbx081-w2-co-1.exch081.serverpod.net></a><br
class="">
<span class="Apple-tab-span" style="white-space:pre"> </span><br
class="">
Content-Type: text/plain; charset="us-ascii"<br class="">
<br class="">
You would not open the probate in any Washington
jusridiction witnout prresenting the will. Where is the
probate?<br class="">
<br class="">
-----Original Message-----<br class="">
From: <a class="moz-txt-link-abbreviated" href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>
[<a class="moz-txt-link-freetext" href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>] On Behalf Of
<a class="moz-txt-link-abbreviated" href="mailto:burchettlaw@yahoo.com">burchettlaw@yahoo.com</a><br class="">
Sent: Tuesday, September 27, 2016 9:53 AM<br class="">
To: WSBA Probate & Trust Listserv<br class="">
Subject: [WSBAPT] Compelling Sister to give copy of Will?<br
class="">
<br class="">
Hi All:<br class="">
<br class="">
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 class="">
<br class="">
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 class="">
<br class="">
Best,<br class="">
<br class="">
Linda <br class="">
Burchett Law Firm<br class="">
360-425-2560<br class="">
<br class="">
_______________________________________________<br
class="">
WSBAPT mailing list<br class="">
<a class="moz-txt-link-abbreviated" href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><br class="">
<a class="moz-txt-link-freetext" href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><br class="">
<br class="">
<br class="">
<br class="">
<br class="">
------------------------------<br class="">
<br class="">
Message: 7<br class="">
Date: Tue, 27 Sep 2016 21:35:22 -0700<br class="">
From: Doug Schafer <a class="moz-txt-link-rfc2396E" href="mailto:schafer@pobox.com"><schafer@pobox.com></a><br class="">
To: WSBA Probate & Trust Listserv
<a class="moz-txt-link-rfc2396E" href="mailto:wsbapt@lists.wsbarppt.com"><wsbapt@lists.wsbarppt.com></a><br class="">
Subject: Re: [WSBAPT] Self-Serving Receipt of Heir<br
class="">
Message-ID:
<a class="moz-txt-link-rfc2396E" href="mailto:9fffaafa-1f36-5bbb-e83b-a21abaf4eb63@pobox.com"><9fffaafa-1f36-5bbb-e83b-a21abaf4eb63@pobox.com></a><br
class="">
Content-Type: text/plain; charset="us-ascii"<br class="">
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<br class="">
Message: 8<br class="">
Date: Wed, 28 Sep 2016 08:48:19 -0700<br class="">
From: T Roberts <a class="moz-txt-link-rfc2396E" href="mailto:pugetsoundlaw@gmail.com"><pugetsoundlaw@gmail.com></a><br
class="">
To: "WSBA Probate & Trust Listserv"
<a class="moz-txt-link-rfc2396E" href="mailto:wsbapt@lists.wsbarppt.com"><wsbapt@lists.wsbarppt.com></a><br class="">
Subject: Re: [WSBAPT] Self-Serving Receipt of Heir<br
class="">
Message-ID:<br class="">
<span class="Apple-tab-span" style="white-space:pre"> </span><a class="moz-txt-link-rfc2396E" href="mailto:CAGdSjQ+aC43yL4ZU=oyzPMYOsCkkpzbmc8JyE4FhbNhiKOBOQw@mail.gmail.com"><CAGdSjQ+aC43yL4ZU=oyzPMYOsCkkpzbmc8JyE4FhbNhiKOBOQw@mail.gmail.com></a><br
class="">
Content-Type: text/plain; charset="utf-8"<br class="">
<br class="">
I'd second Doug's alternatives. Dealing with contentious
heirs can justify<br class="">
a final hearing to close the estate and discharge the PR.
However, I would<br class="">
be wary of the extent of the work expended on releases and
who paid it.<br class="">
<br class="">
I've been in courtroom when a commissioner ordered fees
disgorged from the<br class="">
PR and the PR's attorney for work associated with trying
to get settlement<br class="">
agreements and waivers from heirs and beneficiaries
releasing the PR from<br class="">
liability, reasoning that all work associated with any
release of liability<br class="">
was for the PR's personal benefit, did not provide any
benefit to the<br class="">
estate, and were not appropriate administrative expenses.
The Commissioner<br class="">
spent quite a long time dressing down the PR and his
counsel for this<br class="">
misappropriation of estate resources. The amount of fees
was substantial,<br class="">
I can't remember the exact figure but it was well over
$20k, so the sheer<br class="">
amount may have been what sent the commissioner over the
edge. Still a<br class="">
good cautionary example.<br class="">
<br class="">
Tara M. Roberts<br class="">
Puget Sound Law pllc<br class="">
<a class="moz-txt-link-abbreviated" href="mailto:roberts@pugetsoundlaw.com">roberts@pugetsoundlaw.com</a><br class="">
<br class="">
<br class="">
<br class="">
On Tue, Sep 27, 2016 at 9:35 PM, Doug Schafer
<a class="moz-txt-link-rfc2396E" href="mailto:schafer@pobox.com"><schafer@pobox.com></a> wrote:<br class="">
<br class="">
<blockquote type="cite" class="">I have doubts that RPC
1.8(h) applies, or that the requested release of<br
class="">
the PR's lawyer is improper. The estate beneficiaries
are not clients or<br class="">
former clients of the PR's lawyer, so RPC 1.8(h) by its
terms does not<br class="">
apply. But if a beneficiary refuses to sign a release
of the PR, then the<br class="">
PR's lawyer reasonably might advise his client (PR) to
opt for a costly<br class="">
judicial discharge by filing a final report and petition
for distribution<br class="">
and schedule a hearing (rather than filing a declaration
of completion) for<br class="">
a judicial decree of distribution and discharge of the
PR. (RCW 11.76.040 -<br class="">
.060). However, if a beneficiary signs a release of the
PR but strikes out<br class="">
the phrase releasing the PR's lawyer, I believe the
lawyer ought to<br class="">
consider that an acceptable release, and the lawyer
should rely on Trask v.<br class="">
Butler, 123 Wn.2d 835, to shield him/her from liability.
If the lawyer in<br class="">
such a case insists on a personal release of the lawyer,
I believe the<br class="">
lawyer's interests are then conflicting with his/her
client's interests in<br class="">
expeditiously closing the estate.<br class="">
<br class="">
RPC 1.8(h) reads:<br class="">
(h) A lawyer shall not:<br class="">
(1) make an agreement prospectively limiting the
lawyer's liability to a<br class="">
client for malpractice unless permitted by law and the
client is<br class="">
independently represented by a lawyer in making the
agreement; or<br class="">
(2) settle a claim or potential claim for such liability
with an<br class="">
unrepresented client or former client unless that person
is advised in<br class="">
writing of the desirability of seeking and is given a
reasonable<br class="">
opportunity to seek the advice of an independent lawyer
in connection<br class="">
therewith.<br class="">
<br class="">
Doug Schafer, in Tacoma<br class="">
<br class="">
<br class="">
On 9/27/2016 4:06 PM, Karen E. Boxx wrote:<br class="">
<br class="">
<br class="">
Sounds like a potential violation of RPC 1.8(h).<br
class="">
<br class="">
<br class="">
<br class="">
*From:* <a class="moz-txt-link-abbreviated" href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>
[<a class="moz-txt-link-freetext" href="mailto:wsbapt-bounces@lists">mailto:wsbapt-bounces@lists</a>.<br class="">
wsbarppt.com <a class="moz-txt-link-rfc2396E" href="mailto:wsbapt-bounces@lists.wsbarppt.com"><wsbapt-bounces@lists.wsbarppt.com></a>]
*On Behalf Of *Paul<br class="">
*Sent:* Tuesday, September 27, 2016 3:09 PM<br class="">
*To:* <a class="moz-txt-link-abbreviated" href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br class="">
*Subject:* [WSBAPT] Self-Serving Receipt of Heir<br
class="">
<br class="">
<br class="">
<br class="">
Just saw something that raised my eyebrows in a probate
where I represent<br class="">
a beneficiary. The PR?s attorney prepared, and is
distributing for<br class="">
signature, a ?Receipt of Heirs? that releases the
estate, the PR, *AND<br class="">
THE PR?S ATTORNEY*. It releases ?[PR?s attorney?s
name], in his capacity<br class="">
as attorney for the personal representative, from any
further or other<br class="">
liability with regard to this matter.? This just
doesn?t pass the smell<br class="">
test for me. OR, should I start preparing my Receipt of
Heirs by releasing<br class="">
*me* for probates I am handling??? What is the common
practice out there<br class="">
in probate land?<br class="">
<br class="">
<br class="">
<br class="">
<br class="">
<br class="">
<br class="">
<br class="">
<br class="">
_______________________________________________ WSBAPT
mailing list<br class="">
<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><br
class="">
<br class="">
<br class="">
<br class="">
_______________________________________________<br
class="">
WSBAPT mailing list<br class="">
<a class="moz-txt-link-abbreviated" href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><br class="">
<a class="moz-txt-link-freetext" href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><br
class="">
<br class="">
</blockquote>
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------------------------------<br class="">
<br class="">
Message: 9<br class="">
Date: Wed, 28 Sep 2016 16:40:13 +0000<br class="">
From: Rebecca King <a class="moz-txt-link-rfc2396E" href="mailto:rebecca@nwelg.com"><rebecca@nwelg.com></a><br class="">
To: WSBA Probate & Trust Listserv
<a class="moz-txt-link-rfc2396E" href="mailto:wsbapt@lists.wsbarppt.com"><wsbapt@lists.wsbarppt.com></a><br class="">
Subject: Re: [WSBAPT] Self-Serving Receipt of Heir<br
class="">
Message-ID:<br class="">
<span class="Apple-tab-span" style="white-space:pre"> </span><a class="moz-txt-link-rfc2396E" href="mailto:BN6PR10MB125119B30D2E3B96C6B05D3FB3CF0@BN6PR10MB1251.namprd10.prod.outlook.com"><BN6PR10MB125119B30D2E3B96C6B05D3FB3CF0@BN6PR10MB1251.namprd10.prod.outlook.com></a><br
class="">
<span class="Apple-tab-span" style="white-space:pre"> </span><br
class="">
Content-Type: text/plain; charset="utf-8"<br class="">
<br class="">
The waiver form in the probate deskbook actually includes
the ?release attorneys from all liability? language.<br
class="">
<br class="">
Rebecca King<br class="">
Attorney<br class="">
<br class="">
Northwest Elder Law Group<br class="">
11300 Roosevelt Way NE, Suite 101<br class="">
Seattle, WA 98125<br class="">
(206) 937-6102<br class="">
Fax (206) 830-9326<br class="">
<br class="">
Providing Services in Elder Law<br class="">
<br class="">
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 class="">
<br class="">
From: <a class="moz-txt-link-abbreviated" href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>
[<a class="moz-txt-link-freetext" href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>] On Behalf Of T
Roberts<br class="">
Sent: Wednesday, September 28, 2016 8:48 AM<br class="">
To: WSBA Probate & Trust Listserv<br class="">
Subject: Re: [WSBAPT] Self-Serving Receipt of Heir<br
class="">
<br class="">
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
class="">
<br class="">
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 class="">
<br class="">
Tara M. Roberts<br class="">
Puget Sound Law pllc<br class="">
<a class="moz-txt-link-abbreviated" href="mailto:roberts@pugetsoundlaw.com">roberts@pugetsoundlaw.com</a><a class="moz-txt-link-rfc2396E" href="mailto:roberts@pugetsoundlaw.com"><mailto:roberts@pugetsoundlaw.com></a><br
class="">
<br class="">
<br class="">
<br class="">
On Tue, Sep 27, 2016 at 9:35 PM, Doug Schafer
<<a class="moz-txt-link-abbreviated" href="mailto:schafer@pobox.com">schafer@pobox.com</a><a class="moz-txt-link-rfc2396E" href="mailto:schafer@pobox.com"><mailto:schafer@pobox.com></a>>
wrote:<br class="">
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 class="">
icting with his/her client's interests in expeditiously
closing the estate.<br class="">
<br class="">
RPC 1.8(h) reads:<br class="">
(h) A lawyer shall not:<br class="">
(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 class="">
(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
class="">
<br class="">
Doug Schafer, in Tacoma<br class="">
<br class="">
On 9/27/2016 4:06 PM, Karen E. Boxx wrote:<br class="">
<br class="">
Sounds like a potential violation of RPC 1.8(h).<br
class="">
<br class="">
<br class="">
<br class="">
From:
<a class="moz-txt-link-abbreviated" href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a><a class="moz-txt-link-rfc2396E" href="mailto:wsbapt-bounces@lists.wsbarppt.com"><mailto:wsbapt-bounces@lists.wsbarppt.com></a>
[<a class="moz-txt-link-freetext" href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>] On Behalf Of
Paul<br class="">
Sent: Tuesday, September 27, 2016 3:09 PM<br class="">
To:
<a class="moz-txt-link-abbreviated" href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><a class="moz-txt-link-rfc2396E" href="mailto:wsbapt@lists.wsbarppt.com"><mailto:wsbapt@lists.wsbarppt.com></a><br
class="">
Subject: [WSBAPT] Self-Serving Receipt of Heir<br class="">
<br class="">
<br class="">
<br class="">
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 class="">
<br class="">
<br class="">
<br class="">
[<a class="moz-txt-link-freetext" href="cid:image001.jpg@01D2196C.527F1BF0">cid:image001.jpg@01D2196C.527F1BF0</a>]<br class="">
<br class="">
<br class="">
<br class="">
<br class="">
_______________________________________________ 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-rfc2396E" href="mailto:WSBAPT@lists.wsbarppt.com"><mailto:WSBAPT@lists.wsbarppt.com></a>
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class="">
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class="">
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------------------------------<br class="">
<br class="">
Message: 10<br class="">
Date: Wed, 28 Sep 2016 17:55:20 +0000<br class="">
From: Dalynne Singleton <a class="moz-txt-link-rfc2396E" href="mailto:dalynne@glgmail.com"><dalynne@glgmail.com></a><br
class="">
To: WSBA Probate & Trust Listserv
<a class="moz-txt-link-rfc2396E" href="mailto:wsbapt@lists.wsbarppt.com"><wsbapt@lists.wsbarppt.com></a><br class="">
Subject: [WSBAPT] Compelling Sister to give copy of Will?<br
class="">
Message-ID:<br class="">
<span class="Apple-tab-span" style="white-space:pre"> </span><a class="moz-txt-link-rfc2396E" href="mailto:DM2PR12MB0046924119E4C409882C9534A5CF0@DM2PR12MB0046.namprd12.prod.outlook.com"><DM2PR12MB0046924119E4C409882C9534A5CF0@DM2PR12MB0046.namprd12.prod.outlook.com></a><br
class="">
<span class="Apple-tab-span" style="white-space:pre"> </span><br
class="">
Content-Type: text/plain; charset="iso-8859-1"<br class="">
<br class="">
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
class="">
<br class="">
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 class="">
<br class="">
Dalynne Singleton<br class="">
<br class="">
Gourley Law Group<br class="">
Snohomish Escrow<br class="">
The Exchange Connection<br class="">
1002 10th Street / PO Box 1091<br class="">
Snohomish, WA 98291<br class="">
<br class="">
360.568.5065<br class="">
360.329.4079<br class="">
360.568.8092? fax<br class="">
<a class="moz-txt-link-abbreviated" href="mailto:dalynne@glgmail.com">dalynne@glgmail.com</a><br class="">
<br class="">
LICENSED IN WASHINGTON AND OREGON<br class="">
IMPORTANT/CONFIDENTIAL: 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, please promptly
notify the sender by reply e-mail, and then destroy all
copies of the message and its attachments, if any.<br
class="">
?? ?????<br class="">
<br class="">
<br class="">
-----Original Message-----<br class="">
From: <a class="moz-txt-link-abbreviated" href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>
[<a class="moz-txt-link-freetext" href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>] On Behalf Of
George Edensword-Breck<br class="">
Sent: Tuesday, September 27, 2016 6:11 PM<br class="">
To: <a class="moz-txt-link-abbreviated" href="mailto:burchettlaw@yahoo.com">burchettlaw@yahoo.com</a>; WSBA Probate & Trust
Listserv <a class="moz-txt-link-rfc2396E" href="mailto:wsbapt@lists.wsbarppt.com"><wsbapt@lists.wsbarppt.com></a><br class="">
Subject: Re: [WSBAPT] Compelling Sister to give copy of
Will?<br class="">
<br class="">
You would not open the probate in any Washington
jusridiction witnout prresenting the will. Where is the
probate?<br class="">
<br class="">
-----Original Message-----<br class="">
From: <a class="moz-txt-link-abbreviated" href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>
[<a class="moz-txt-link-freetext" href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>] On Behalf Of
<a class="moz-txt-link-abbreviated" href="mailto:burchettlaw@yahoo.com">burchettlaw@yahoo.com</a><br class="">
Sent: Tuesday, September 27, 2016 9:53 AM<br class="">
To: WSBA Probate & Trust Listserv<br class="">
Subject: [WSBAPT] Compelling Sister to give copy of Will?<br
class="">
<br class="">
Hi All:<br class="">
<br class="">
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 class="">
<br class="">
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 class="">
<br class="">
Best,<br class="">
<br class="">
Linda <br class="">
Burchett Law Firm<br class="">
360-425-2560<br class="">
<br class="">
_______________________________________________<br
class="">
WSBAPT mailing list<br class="">
<a class="moz-txt-link-abbreviated" href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><br class="">
<a class="moz-txt-link-freetext" href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><br class="">
<br class="">
<br class="">
_______________________________________________<br
class="">
WSBAPT mailing list<br class="">
<a class="moz-txt-link-abbreviated" href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><br class="">
<a class="moz-txt-link-freetext" href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><br class="">
<br class="">
<br class="">
<br class="">
<br class="">
------------------------------<br class="">
<br class="">
Message: 11<br class="">
Date: Wed, 28 Sep 2016 11:30:05 -0700<br class="">
From: Jim Doran <a class="moz-txt-link-rfc2396E" href="mailto:jim@doranlegal.com"><jim@doranlegal.com></a><br class="">
To: "WSBA Probate & Trust Listserv"
<a class="moz-txt-link-rfc2396E" href="mailto:wsbapt@lists.wsbarppt.com"><wsbapt@lists.wsbarppt.com></a><br class="">
Subject: Re: [WSBAPT] Building Contract<br class="">
Message-ID:<br class="">
<span class="Apple-tab-span" style="white-space:pre"> </span><a class="moz-txt-link-rfc2396E" href="mailto:CANk51bDaGVEJuOw3TKM1pHEEhqnMcsUc4pMpV5fz-uFaeEvyfQ@mail.gmail.com"><CANk51bDaGVEJuOw3TKM1pHEEhqnMcsUc4pMpV5fz-uFaeEvyfQ@mail.gmail.com></a><br
class="">
Content-Type: text/plain; charset="utf-8"<br class="">
<br class="">
Mike:<br class="">
<br class="">
Do you happen to have the Residential Design-Build
Contract (Lump Sum) in a<br class="">
Word document? The WSBA construction section version is a
pdf and I don't<br class="">
have the software to convert from pdf to Word.
Frustrating.<br class="">
<br class="">
Thank you,<br class="">
<br class="">
Jim Doran<br class="">
<br class="">
James R. Doran<br class="">
Attorney at Law<br class="">
100 E. Pine Street - Suite 205<br class="">
Bellingham, WA 98225<br class="">
(360)393-9506<br class="">
<a class="moz-txt-link-abbreviated" href="mailto:jim@doranlegal.com">jim@doranlegal.com</a><br class="">
<a class="moz-txt-link-abbreviated" href="http://www.doranlegal.com">www.doranlegal.com</a><br class="">
<br class="">
On Fri, Sep 23, 2016 at 2:48 PM, Mike Winslow
<a class="moz-txt-link-rfc2396E" href="mailto:mike@winslegal.com"><mike@winslegal.com></a> wrote:<br class="">
<br class="">
<blockquote type="cite" class="">Here is the model
agreement published by the Construction Law section of<br
class="">
the WSBA several years ago. I don?t use it, as I rep.
mostly general<br class="">
contractors, so have a more *contractor oriented*
agreement.<br class="">
<br class="">
But this is sold as being *fair to all parties*. It will
get the job done.<br class="">
<br class="">
<br class="">
<br class="">
If you rep the contractor, do not ignore completing the
Notice To<br class="">
Customer, exhibit D. Failure to have customer sign
results in violations of<br class="">
Contractor Registration Act, abrogates lien rights and
is a violation of<br class="">
the CPA, plus other bad juju. L and I fines contractors
a $1,000 fine for<br class="">
failure to use the form. It must be used in the right
sequence and<br class="">
retention of signed copy in contractor?s records is
mandatory.<br class="">
<br class="">
Nasty, Nasty trap for the contractor. Best to understand
these rules.<br class="">
<br class="">
<br class="">
<br class="">
<br class="">
<br class="">
Michael A. Winslow<br class="">
<br class="">
1204 Cleveland Ave.<br class="">
<br class="">
Mount Vernon, WA 98273<br class="">
<br class="">
Ph. 360-336-3321<br class="">
<br class="">
Em. <a class="moz-txt-link-abbreviated" href="mailto:Mike@winslegal.com">Mike@winslegal.com</a><br class="">
<br class="">
<br class="">
<br class="">
This message is from an attorney, so it?s confidential.
If you are not the<br class="">
intended recipient, it?s too late to stop reading this
message, but you may<br class="">
not use it for any improper purpose. Huge Disclaimer
available upon request.<br class="">
<br class="">
<br class="">
<br class="">
*From:* <a class="moz-txt-link-abbreviated" href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>
[<a class="moz-txt-link-freetext" href="mailto:wsbapt-bounces@lists">mailto:wsbapt-bounces@lists</a>.<br class="">
wsbarppt.com] *On Behalf Of *Jim Doran<br class="">
*Sent:* Friday, September 23, 2016 2:21 PM<br class="">
*To:* Real Property Section; WSBA Real Property Listserv<br
class="">
*Subject:* [WSBAPT] Building Contract<br class="">
<br class="">
<br class="">
<br class="">
Does someone have a template for a residential home
building project. My<br class="">
client, the contractor, has all the building spec
details in hand. I<br class="">
really need a fairly basic contract to which we will
attach the<br class="">
specifications.<br class="">
<br class="">
Thank you.<br class="">
<br class="">
Jim Doran<br class="">
<br class="">
James R. Doran<br class="">
<br class="">
Attorney at Law<br class="">
<br class="">
100 E. Pine Street - Suite 205<br class="">
<br class="">
Bellingham, WA 98225<br class="">
(360)393-9506<br class="">
<br class="">
<a class="moz-txt-link-abbreviated" href="mailto:jim@doranlegal.com">jim@doranlegal.com</a><br class="">
<br class="">
<a class="moz-txt-link-abbreviated" href="http://www.doranlegal.com">www.doranlegal.com</a><br class="">
<br class="">
_______________________________________________<br
class="">
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