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<p class="MsoNormal"><b><span style="font-size:14.0pt">The pension fund must have had the husband’s address. Isn’t there a requirement to provide an annual statement of pension fund? Seems bizarre fund can sit back and anxiously await 5 years going by so
they don’t have to pay.<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt">If the husband and wife had the same address, what diligent efforts were made to contact the husband?<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><b><i>Dalynne Singleton<o:p></o:p></i></b></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b>Gourley Law Group<o:p></o:p></b></p>
<p class="MsoNormal"><b>Snohomish Escrow<o:p></o:p></b></p>
<p class="MsoNormal"><b>The Exchange Connection<o:p></o:p></b></p>
<p class="MsoNormal">1002 10<sup>th</sup> Street / PO Box 1091<o:p></o:p></p>
<p class="MsoNormal">Snohomish, WA 98291<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">360.568.5065<o:p></o:p></p>
<p class="MsoNormal">360.329.4079<o:p></o:p></p>
<p class="MsoNormal">360.568.8092 fax<o:p></o:p></p>
<p class="MsoNormal"><u><a href="mailto:dalynne@glgmail.com"><span style="color:#0563C1">dalynne@glgmail.com</span></a></u><o:p></o:p></p>
<p class="MsoNormal"><b><i><o:p> </o:p></i></b></p>
<p class="MsoNormal"><i>LICENSED IN WASHINGTON AND OREGON</i><o:p></o:p></p>
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<p class="MsoNormal"><img border="0" width="84" height="120" style="width:.875in;height:1.25in" id="Picture_x0020_1" src="cid:image001.gif@01D2FA69.693E5B10" alt="https://www.washingtonjustice.org/assets/WA/WA/userimages/Eagle2016BadgeSmall.gif"><b>
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<p class="MsoNormal"><b><span style="font-size:14.0pt"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Jay DeMers<br>
<b>Sent:</b> Tuesday, July 11, 2017 5:06 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Pension Fund "you're to late"<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">How about a letter addressing unjust enrichment? Jay<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">On Tue, Jul 11, 2017 at 2:28 PM, Josh Grant <<a href="mailto:jgrant@accima.com" target="_blank">jgrant@accima.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;color:black">Client’s H died in 2011. Decedent had a small amount in a Biolermaker-blacksmith national pension trust.</span><span style="font-size:14.0pt;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;color:black">Widow didn’t know about it and widow’s daughter now is taking care of her and came across documents concerning the pension trust and its lump sum Post Retirement Death Benefit.</span><span style="font-size:14.0pt;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;color:black">After demand made the Trust wrote back that the Pension Plan states: “Diligent efforts will be made to locate any missing Participants or named Beneficiaries. However, the Trust will not make
attempts to locate potential heirs under the Order of Precedence.” [Whatever that means. It does not appear any diligent efforts were made].</span><span style="font-size:14.0pt;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;color:black">Then it goes on to say they are payable only 5 years after death and so the Widow is Too Late.</span><span style="font-size:14.0pt;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;color:black">Anyone have a statute or argument that that outcome/policy doesn’t apply?</span><span style="font-size:14.0pt;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;color:black">It is only about $4500 so unless an attorney fee provision can be found, it will be hard to litigate .</span><span style="font-size:14.0pt;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;color:black">Josh</span><span style="font-size:14.0pt;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;color:black">Joshua F. Grant, PS<br>
Attorney at Law<br>
P. O. Box 619<br>
Wilbur, WA 99185<br>
tel 509 647 5578<br>
fax <a href="tel:(509)%20647-2734" target="_blank">509 647 2734</a><o:p></o:p></span></p>
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<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></p>
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