<div dir="ltr"><div><div><div><div>Thank you both for your responses. Sara your understanding is correct. That is what I assumed. <br><br></div>If I can get the other brother to sign an affidavit agreeing to have PC act as the PR, would I just open the probate regularly and offer the affidavit to appoint PC when opening probate? <br><br></div>If I have to petition the court, I would file the Will, and would I use that case number to file the petition to appoint the PR? Would I file anything else at that time or would I wait until a decision on the PR is made before filing further opening of probate paperwork? <br><br>Would the nonintervention and waiver of bond clauses under the Will still apply under both scenarios? <br></div><br>So long as the Will is filed within the 30 day deadline under 11.20.010 and the petition is filed at the same time, are there any other deadlines under these facts that I need to be aware of? (just for purposes of getting a PR appointed) <br><br></div>Lastly, dad resided in Olympia at the time of his death, under these set of facts, 11.96A.040 still applies and I can file the petition and the Will in King County, (or any county in WA) correct? <br><div><div><div><div><br></div><div>Thank you so much,<br><br></div><div>Setareh <br></div></div></div></div></div><div class="gmail_extra"><br><div class="gmail_quote">On Mon, Jan 9, 2017 at 3:16 PM, Lovie Bernardi <span dir="ltr"><<a href="mailto:lovie@fb-lawfirm.com" target="_blank">lovie@fb-lawfirm.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div link="blue" vlink="purple" lang="EN-US"><div class="m_-880195395434781822WordSection1"><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">I agree with Sara that if it is the PR appointment that has been changed, the cross out is effective but the write in is not. <u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">Lovie<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></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" target="_blank">wsbapt-bounces@lists.wsbarppt.<wbr>com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.<wbr>wsbarppt.com</a>] <b>On Behalf Of </b>Sara D. Longley<br><b>Sent:</b> Monday, January 09, 2017 2:46 PM<br><b>To:</b> 'WSBA Probate & Trust Listserv'<br><b>Subject:</b> Re: [WSBAPT] Markings on the original Will<u></u><u></u></span></p></div></div><div><div class="h5"><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">Is my understanding correct that the testator’s handwritten edits removed one PR and substituted another? If so, the removal would be effective (i.e. the provision would be revoked by the testator striking out the language), but the substitution is invalid because its execution does not conform to the requirements of RCW 11.12.020.<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">You can still get your PR appointed if he is not disqualified; just note the hearing and give notice to the other beneficiary. If there is an objection, the court will decide who serves since the will is silent.<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">Best,<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">Sara<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><img id="m_-880195395434781822Picture_x0020_1" src="cid:image002.jpg@01D26A8B.6827E890" alt="cid:image001.jpg@01D1F8A6.19C81E60" width="34" height="40"><u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Century","serif";color:#1f497d">Sara D. Longley, J.D., LL.M.<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Century","serif";color:#1f497d">Attorney at Law<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Century","serif";color:#1f497d"> <u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Century","serif";color:#1f497d">1734 NW Market Street<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Century","serif";color:#1f497d">Seattle, WA 98107<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Century","serif";color:#1f497d"><a href="tel:%28206%29%20434-5644" target="_blank"><span style="color:#1f497d;text-decoration:none">(206) 434-5644</span></a><u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Century","serif";color:#1f497d"><a href="mailto:Sara@longley-law.pro" target="_blank">Sara@longley-law.pro</a><u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Century","serif";color:#1f497d"><a href="http://www.longley-law.pro/" target="_blank">www.longley-law.pro</a><u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">This email is intended only for the individual to whom it is addressed and may contain information that is privileged, confidential, and/or exempt from disclosure. If you have received this message in error, please inform the sender by telephone or reply email and delete this message and all attachments. Thank you.<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></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" target="_blank">wsbapt-bounces@lists.wsbarppt.<wbr>com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">mailto:wsbapt-bounces@lists.<wbr>wsbarppt.com</a>] <b>On Behalf Of </b>Setareh Mahmoodi<br><b>Sent:</b> Monday, January 9, 2017 2:06 PM<br><b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br><b>Subject:</b> [WSBAPT] Markings on the original Will<u></u><u></u></span></p><p class="MsoNormal"><u></u> <u></u></p><div><div><div><div><div><div><div><div><p class="MsoNormal" style="margin-bottom:12.0pt">Hello, <u></u><u></u></p></div><p class="MsoNormal" style="margin-bottom:12.0pt">I am wondering if anyone has handled a probate with the original will being marked up by the testator and would be willing to share their experience. <u></u><u></u></p></div><p class="MsoNormal" style="margin-bottom:12.0pt">The estate should be around 500K. The only heirs are 2 brothers, the father crossed off the name of the PR (older brother) and wrote in and initialed the other brother's name. Everything is supposed to be divided equally between the brothers. <u></u><u></u></p></div><p class="MsoNormal" style="margin-bottom:12.0pt">There are some trust issues between the brothers. The older brother is unresponsive. <u></u><u></u></p></div><p class="MsoNormal" style="margin-bottom:12.0pt">The "newly appointed brother" is my PC. He is in possession of the original Will. <u></u><u></u></p></div><p class="MsoNormal" style="margin-bottom:12.0pt">Thoughts? Experience in handling a probate such as this one? <u></u><u></u></p></div><p class="MsoNormal" style="margin-bottom:12.0pt">Thanks, <u></u><u></u></p></div><p class="MsoNormal">Setareh <br clear="all"><u></u><u></u></p><div><div><div><div><div><div><div><div><div><p class="MsoNormal"><br>-- <u></u><u></u></p><div><div><div><div><div><div><div><div><div><div><div><div><div><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Please always call <a href="tel:(206)%20683-1006" value="+12066831006" target="_blank">206-683-1006</a> or email before dropping by the office as I could be in court or meetings. Thanks! <u></u><u></u></span></p><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Best regards, </span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><u></u><u></u></span></p><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><u></u> <u></u></span></p><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Setareh Mahmoodi </span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><u></u><u></u></span></p><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Attorney at Law </span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><u></u><u></u></span></p><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">18222 104th Ave NE, Suite 103</span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><u></u><u></u></span></p><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Bothell, WA 98011</span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><u></u><u></u></span></p><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Phone: <a href="tel:(425)%20806-1500" value="+14258061500" target="_blank">425-806-1500</a></span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><u></u><u></u></span></p><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Cell: <a href="tel:(206)%20683-1006" value="+12066831006" target="_blank">206-683-1006</a></span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><u></u><u></u></span></p><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Fax: <a href="tel:(425)%20489-4142" value="+14254894142" target="_blank">425-489-4142</a> (Please email documents if at all possible) </span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><u></u><u></u></span></p><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Website: </span></b><b><span style="font-size:10.0pt"><a href="http://www.lawofficesofsm.com/" target="_blank">http://www.<wbr>lawofficesofsm.com/</a></span></b><u></u><u></u></p><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><span style="font-size:10.0pt;font-family:"Arial","sans-serif""><u></u> <u></u></span></p><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">CONFIDENTIALITY NOTICE:</span></b><span style="font-size:10.0pt"> This email message and any attachments is a transmission from the law firm and is intended for the recipient only. It may contain information that is confidential and legally protected by the attorney-client, work product and/or other privileges. If you are not the designated or intended recipient, please destroy the message without disclosing any of its contents and notify us immediately by reply email or by calling <a href="tel:(425)%20806-1500" value="+14258061500" target="_blank">(425) 806-1500</a>.</span><u></u><u></u></p><p style="margin-right:0in;margin-bottom:0in;margin-left:0in;margin-bottom:.0001pt;background:white"><span style="font-size:10.0pt;font-family:"Arial","sans-serif"">Pursuant to U.S. Treasury Department Regulations, we are now required to advise you that, unless otherwise expressly indicated, any federal tax advice contained in this communication, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.<u></u><u></u></span></p></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><br>______________________________<wbr>_________________<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" rel="noreferrer" target="_blank">http://mailman.fsr.com/<wbr>mailman/listinfo/wsbapt</a><br></blockquote></div><br><br clear="all"><br>-- <br><div class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)">Please always call 206-683-1006 or email before dropping by the office as I could be in court or meetings. Thanks! </p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Best regards, </span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt"><br></span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Setareh Mahmoodi </span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Attorney at Law </span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">18222 104th Ave NE, Suite 103</span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Bothell, WA 98011</span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Phone: 425-806-1500</span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Cell: 206-683-1006</span></b></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt">Fax: 425-489-4142 (Please email documents if at all possible) </span></b></p><p style="margin:6pt 0in 0pt;background-color:rgb(255,255,255)"><b style="font-family:arial,sans-serif;font-size:13px"><span style="font-size:10pt">Website: </span></b><span style="font-size:13.3333px"><b><a href="http://www.lawofficesofsm.com/" target="_blank">http://www.lawofficesofsm.com/</a></b></span></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><b><span style="font-size:10pt"><br></span></b></p><p style="margin:6pt 0in 0pt;background-color:rgb(255,255,255)"><b style="font-family:arial,sans-serif;font-size:13px"><span style="font-size:10pt">CONFIDENTIALITY NOTICE:</span></b><span style="font-size:10pt"> This email message and any attachments is a transmission from the law firm and is intended for the </span><span style="font-size:13.3333px">recipient</span><span style="font-size:10pt"> only. It may contain information that is confidential and legally protected by the attorney-client, work product and/or other privileges. If you are not the designated or intended recipient, please destroy the message without disclosing any of its contents and notify us immediately by reply email or by calling (425) 806-1500.</span></p><p style="margin-top:6pt;margin-right:0in;margin-bottom:0pt;margin-left:0in;font-family:arial,sans-serif;font-size:13px;background-color:rgb(255,255,255)"><span style="font-size:10pt">Pursuant to U.S. Treasury Department Regulations, we are now required to advise you that, unless otherwise expressly indicated, any federal tax advice contained in this communication, including attachments and enclosures, is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax-related matters addressed herein.</span></p></div></div></div></div></div></div></div></div></div></div></div></div></div>
</div>