<html><head><meta http-equiv="content-type" content="text/html; charset=utf-8"></head><body dir="auto"><div></div><div>More fact finding shows no real property in AZ, some nominal personal property there, and over $1.5 million in an account in Washington. All heirs want it probated here.</div><div><br></div><div>Thanks for the input and great discussion!</div><div><br></div><div>Adria</div><div><br>On Nov 2, 2016, at 10:08 AM, Cyrus Field <<a href="mailto:cyfield@rockisland.com">cyfield@rockisland.com</a>> wrote:<br><br></div><blockquote type="cite"><div><meta http-equiv="Content-Type" content="text/html; charset=utf-8"><meta name="Generator" content="Microsoft Word 12 (filtered medium)"><!--[if !mso]><style>v\:* {behavior:url(#default#VML);}
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</o:shapelayout></xml><![endif]--><div class="WordSection1"><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">The jurisdiction issue can also create interesting estate tax situations. For instance, I understand that if a non-resident of Oregon dies in Oregon there may be estate tax due if gross estate of all assets is over $1 million, because the decedent likely died there with personal property (e.g. the shirt on their back). Tax would be minimal because it is largely pro-rated based on % of property in state but as far as I know there is no de minimis exception and potentially a pain to deal with. <o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">So not sure if estate tax issue is a concern with these facts but probably should at least be considered as well before deciding where to file. Thanks, Cy <o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p><p class="MsoNormal"><i><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Cyrus W. Field, Attorney at Law (admitted in Washington and Oregon)<o:p></o:p></span></i></p><p class="MsoNormal"><i><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">phone: 360-472-1223 Mail: POB 367, Shaw Island, WA 98286 Office: 640 Mullis St. Friday Harbor, WA</span></i><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:8.0pt;font-family:"Calibri","sans-serif";color:#1F497D">******************************************************************<o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:8.0pt;font-family:"Calibri","sans-serif";color:#1F497D">The information contained in this e-mail message, including attachments, may be privileged, confidential and protected from disclosure. If you are not the intended recipient, any dissemination, distribution or copying is strictly prohibited. If you think you have received this e-mail in error, please e-mail the sender at <a href="mailto:cyfield@rockisland.com">cyfield@rockisland.com</a> and destroy or delete the original and any copies. <o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p><div><div style="border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in"><p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>] <b>On Behalf Of </b>Mike Winslow<br><b>Sent:</b> Monday, October 31, 2016 4:15 PM<br><b>To:</b> 'WSBA Probate & Trust Listserv'<br><b>Subject:</b> Re: [WSBAPT] Non-resident probate<o:p></o:p></span></p></div></div><p class="MsoNormal"><o:p> </o:p></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Well, this is interesting….. See yellow highlight. I would expect that there still has to be some kind of <i>minimum contacts</i> requirements for a Wa court to accept for probate a will of a non-resident; Such as personal property physically located within the state of Wa, although the Probate Desk book says nothing on the point. if it would be more convenient to probate in Wa and there is physical property here, arguably the probate could be filed here under the provisions of section (c).<o:p></o:p></span></p><p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b>RCW 11.96A.040<o:p></o:p></b></p><p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b>Original jurisdiction in probate and trust matters—Powers of court.<o:p></o:p></b></p><p class="MsoNormal" style="text-indent:.25in">(1) The superior court of every county has original subject matter jurisdiction over the probate of wills and the administration of estates of incapacitated, missing, and deceased individuals in all instances, including without limitation:<o:p></o:p></p><p class="MsoNormal" style="text-indent:.25in">(a) When a resident of the state dies;<o:p></o:p></p><p class="MsoNormal" style="text-indent:.25in">(b) When a nonresident of the state dies in the state; or<o:p></o:p></p><p class="MsoNormal" style="text-indent:.25in"><span style="background:yellow;mso-highlight:yellow">(c) When a nonresident of the state dies outside the state.</span><o:p></o:p></p><p class="MsoNormal" style="text-indent:.25in">(2) The superior court of every county has original subject matter jurisdiction over trusts and all matters relating to trusts.<o:p></o:p></p><p class="MsoNormal" style="text-indent:.25in">(3) The superior courts may: Probate or refuse to probate wills, appoint personal representatives, administer and settle the affairs and the estates of incapacitated, missing, or deceased individuals including but not limited to decedents' nonprobate assets; administer and settle matters that relate to nonprobate assets and arise under chapter <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.18">11.18</a> or <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.42">11.42</a> RCW; administer and settle all matters relating to trusts; administer and settle matters that relate to powers of attorney; award processes and cause to come before them all persons whom the courts deem it necessary to examine; order and cause to be issued all such writs and any other orders as are proper or necessary; and do all other things proper or incident to the exercise of jurisdiction under this section.<o:p></o:p></p><p class="MsoNormal" style="text-indent:.25in">(4) The subject matter jurisdiction of the superior court applies without regard to venue. A proceeding or action by or before a superior court is not defective or invalid because of the selected venue if the court has jurisdiction of the subject matter of the action.<o:p></o:p></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p><div><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Michael A. Winslow<o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">1204 Cleveland Ave.<o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Mount Vernon, WA 98273<o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Ph. 360-336-3321<o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Em. <a href="mailto:Mike@winslegal.com">Mike@winslegal.com</a><o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">This message is from an attorney, so it’s confidential. If you are not the intended recipient, it’s too late to stop reading this message, but you may not use it for any improper purpose. Huge Disclaimer available upon request.<o:p></o:p></span></p></div><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p><div><div style="border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in"><p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>] <b>On Behalf Of </b>Heather deVrieze<br><b>Sent:</b> Monday, October 31, 2016 1:40 PM<br><b>To:</b> WSBA Probate & Trust Listserv<br><b>Subject:</b> Re: [WSBAPT] Non-resident probate<o:p></o:p></span></p></div></div><p class="MsoNormal"><o:p> </o:p></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Two main factors are where the decedent was domiciled at time of death, and where the assets are.<o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">If the answer to either of those is Washington State, you can likely open probate in any county in the state. Otherwise, it needs to be Arizona. <o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p><p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Vladimir Script";color:#1F497D">Heather S. de Vrieze</span><b><span style="font-size:16.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><br></span></b><i><span style="font-size:11.0pt;font-family:"Garamond","serif";color:#1F497D">Attorney-at-Law<o:p></o:p></span></i></p><p class="MsoNormal"><i><span style="font-size:11.0pt;font-family:"Garamond","serif";color:#1F497D"><image001.jpg></span></i><i><span style="font-family:"Garamond","serif";color:#1F497D"><o:p></o:p></span></i></p><p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">3909 California Avenue SW<o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">Seattle, WA 98116-3705 <o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">(206)938-5500 <o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><a href="mailto:heatherd@westseattlelaw.com"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">heatherd@westseattlelaw.com</span></a></span><span style="font-size:10.0pt;font-family:Nyala;color:#44524E"> <o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><a href="http://www.westseattlelaw.com/"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">www.westseattlelaw.com</span></a></span><span style="font-size:10.0pt;font-family:Nyala;color:#44524E"> <o:p></o:p></span></p><p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:#002E8A"><o:p> </o:p></span></b></p><p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:#002E8A">Click here to connect with de Vrieze | Carney on Facebook: </span></b><b><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"> </span></b><a href="https://www.facebook.com/DeVriezeCarney"><b><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";text-decoration:none"><image002.png></span></b></a><span style="font-size:11.0pt;font-family:Nyala;color:#44524E"><o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:8.0pt;font-family:"Calibri","sans-serif";color:#A6A6A6"><o:p> </o:p></span></p><p class="MsoNormal"><span style="font-size:8.0pt;font-family:"Calibri","sans-serif";color:#A6A6A6">CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information. If you have received this e-mail in error, please notify the sender immediately and delete all copies of this e-mail message and any attachment.</span><span style="font-size:16.0pt;font-family:"Cambria","serif";color:blue"><o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p><p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri","sans-serif"">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri","sans-serif""> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>] <b>On Behalf Of </b>Adria Vondra<br><b>Sent:</b> Monday, October 31, 2016 1:22 PM<br><b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br><b>Subject:</b> [WSBAPT] Non-resident probate<o:p></o:p></span></p><p class="MsoNormal"><o:p> </o:p></p><div><p class="MsoNormal"><span style="font-size:9.5pt">I just want to verify whether a probate can be opened in WA for a resident of Arizona who died in Arizona. The will was written in WA and all beneficiaries live here. I have received conflicting advice and this is for a family member. Thanks!</span><br clear="all"><o:p></o:p></p><div><p class="MsoNormal"><o:p> </o:p></p></div><p class="MsoNormal">-- <o:p></o:p></p><div><div><div><div><div><div><div><p class="MsoNormal">Adria Vondra<br>Attorney at Law<br>Vondra Law Firm, PLLC<o:p></o:p></p></div><div><p class="MsoNormal">15600 Redmond Way, Ste 201<o:p></o:p></p></div><div><p class="MsoNormal">Redmond, WA 98052<o:p></o:p></p></div><div><p class="MsoNormal"><a href="mailto:avondra@vondralawfirm.com" target="_blank">avondra@vondralawfirm.com</a><o:p></o:p></p></div><div><p class="MsoNormal"><o:p> </o:p></p></div></div></div></div></div></div></div></div></div></div></blockquote><blockquote type="cite"><div><span>_______________________________________________</span><br><span>WSBAPT mailing list</span><br><span><a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a></span><br><span><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt">http://mailman.fsr.com/mailman/listinfo/wsbapt</a></span></div></blockquote></body></html>