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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D'>Marilyn:<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'>Despite your client’s wishes to make things easy on herself by filing in this state (and being able to maintain your able and worthy assistance), would not the client be better served by referring this on to a Pennsylvania attorney for any probate-type case to be filed there? <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'>An important detail – how does the Washington court have the jurisdiction to say anything that would mean anything to a Pennsylvania bank about granting access to a safe deposit box in that state, or to grant your PR client the right to access funds in a Pennsylvania bank account? (An exception MIGHT be if the bank account was with a national bank with branches in this state, insofar as accessing the bank account proceeds to put into an estate account.) It also occurs to me that the PA State College system might well react far differently to inquiries from Pennsylvania counsel than from Washington counsel, although it is likely that the retirement benefits might be accessible as a non-probate asset, if there is a beneficiary designation naming your client. But, it is simply to recover funds in that system in the name of the decedent, I, again think that Pennsylvania courts would have the jurisdiction that Washington courts would not have.<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'>I am not sure that you can assist this person insofar as completing the process of settling the affairs of a Decedent with no ties to Washington.<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'>Just my three cents worth (up from two cents due to inflation).<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'>Best Regards,<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'>Doug Bratt<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"'> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com] <b>On Behalf Of </b>Marilyn J Kliman Law<br><b>Sent:</b> Wednesday, May 31, 2017 10:00 AM<br><b>To:</b> WSBA Probate & Trust Listserv<br><b>Subject:</b> [WSBAPT] Probate here re: testate estae of Ex-Pat in Germany<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:"Arial","sans-serif"'>After residing in Germany for many years, an American citizen decedent’s Will had to be probated there to transfer real property. Now my Washington resident beneficiary client needs to open probate here and be appointed PR in order to claim U.S. assets left to her –funds and personal property located in Pennsylvania – as well retrieve some funds still in Germany. <u>I am shooting from the hip as to how to proceed !!!<o:p></o:p></u></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Arial","sans-serif"'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Arial","sans-serif"'>Relevant (?) facts:<o:p></o:p></span></p><p class=MsoListParagraph style='margin-left:.75in;text-indent:-.5in;mso-list:l0 level1 lfo2'><![if !supportLists]><span style='font-size:11.0pt;font-family:"Arial","sans-serif"'><span style='mso-list:Ignore'>1.<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Arial","sans-serif"'>The German probate attorney intends to issue my client a power of attorney – presumably to use in petitioning for appointment. I infer from my client that the attorney is awaiting my call to request and explain the form, format and type of other documentation I may need from him.<o:p></o:p></span></p><p class=MsoListParagraph style='margin-left:.75in;text-indent:-.5in;mso-list:l0 level1 lfo2'><![if !supportLists]><span style='font-size:11.0pt;font-family:"Arial","sans-serif"'><span style='mso-list:Ignore'>2.<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Arial","sans-serif"'>Assets in PA include a safe deposit box; a bank account; PA State College retirement benefits; a reimbursement from social security, and an insurance policy and/or retirement benefits held by AXA with the Estate as beneficiary.<o:p></o:p></span></p><p class=MsoListParagraph style='margin-left:.75in;text-indent:-.5in;mso-list:l0 level1 lfo2'><![if !supportLists]><span style='font-size:11.0pt;font-family:"Arial","sans-serif"'><span style='mso-list:Ignore'>3.<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Arial","sans-serif"'>Decedent had no ties to Washington – the only connection is my client’s residence.<o:p></o:p></span></p><p class=MsoListParagraph style='margin-left:.75in;text-indent:-.5in;mso-list:l0 level1 lfo2'><![if !supportLists]><span style='font-size:11.0pt;font-family:"Arial","sans-serif"'><span style='mso-list:Ignore'>4.<span style='font:7.0pt "Times New Roman"'> </span></span></span><![endif]><span style='font-size:11.0pt;font-family:"Arial","sans-serif"'>We have a copy of the Will, a U.S. death certificate from the Embassy in Berlin, and a letter stating that the Consular Report of Death Abroad has been filed with the Department of State in Washington DC.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Arial","sans-serif"'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Arial","sans-serif"'>I am looking at: </span><b>RCW 11.20.090<o:p></o:p></b></p><p class=MsoNormal><b>Admission to probate of foreign will.<o:p></o:p></b></p><p class=MsoNormal><span style='background:yellow;mso-highlight:yellow'>Wills probated</span> in any other state or territory of the United States, or <span style='background:yellow;mso-highlight:yellow'>in any foreign country</span> or state, <span style='background:yellow;mso-highlight:yellow'>shall be admitted to probate in this state on the production of a copy of such will and of the original record of probate thereof, certified by the attestation of the clerk of the court in which such probation was made; or if there be no clerk, certification by the attestation of the judge thereof, and by the seal of such officers, if they have a seal.</span><o:p></o:p></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Arial","sans-serif"'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Arial","sans-serif"'>Is this handled as any other probate? Is it an ‘ancillary’ probate? And what about jurisdiction? Are there specific additional filings and supporting documents required?<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Arial","sans-serif"'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Arial","sans-serif"'>I have found statutes dealing with probate for a non-resident, but those rest on the presumption that the assets are located in Washington, which, as noted above, is not the case. <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Arial","sans-serif"'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Arial","sans-serif"'>I’d be grateful for any crust of guidance and/or information certain as to procedure here.<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Arial","sans-serif"'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-family:"Arial","sans-serif"'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:18.0pt;font-family:"Rage Italic";background:white'>Marilyn J.Kliman<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";background:white'>Marilyn J. Kliman Law, PLLC</span><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";background:white'>510 Bell Street</span><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";background:white'>Edmonds, WA 98020</span><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";background:white'><a href="tel:206.499.0993" target="_blank">206.499.0993</a></span><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";background:white'><a href="mailto:Marilyn@MarilynJKlimanLaw.com" target="_blank">Marilyn@MarilynJKlimanLaw.com</a></span><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";background:white'><a href="http://www.marilynjklimanlaw.com/" target="_blank">www.MarilynJKlimanLaw.com</a></span><span style='font-size:11.0pt;font-family:"Calibri","sans-serif"'><o:p></o:p></span></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:9.0pt;font-family:"Arial Narrow","sans-serif";background:#FFFF66'>NOTICE: </span><i><span style='font-size:9.0pt;font-family:"Arial Narrow","sans-serif";background:white'>Information contained in this email may be confidential and/or legally protected from disclosure. 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