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<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Jared:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"> I dealt with a case like this a while ago. Take a look at Title 11.80 RCW. Using those provisions we place the funds in a blocked account for the remaining time since the person
was last heard from (established by affidavit) and at the end of the total period of absence – which is the affidavit plus the balance of seven years under the statute, had authority to treat the absent beneficiary as having predeceased the decedent and distribute
the funds accordingly. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"> You should be able to handle this as part of the estate administration with minimal cost.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Baskerville Old Face",serif">Mark<o:p></o:p></span></p>
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<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:10.0pt;font-family:"Bradley Hand ITC";color:#1F497D">Ohana Fiduciary Corp.<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:10.0pt;font-family:"Bradley Hand ITC";color:#1F497D">Ohana Financial Services<o:p></o:p></span></p>
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<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:12.0pt;font-family:"Bradley Hand ITC";color:#1F497D">Mark C. Vohr, J.D., CPG, Principal<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:12.0pt;font-family:"Bradley Hand ITC";color:#1F497D">PO Box 33710 Seattle, WA 98133<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:12.0pt;font-family:"Bradley Hand ITC";color:#1F497D">T: (206) 782-1189 F: (206) 782-1434<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:12.0pt;font-family:"Calisto MT",serif;color:#1F497D"><a href="mailto:mcv@ohanafc.com"><span style="font-family:"Calibri",sans-serif;color:#0563C1">mcv@ohanafc.com</span></a></span><span style="font-size:12.0pt;color:#1F497D">
</span><span style="font-size:12.0pt;font-family:"Calisto MT",serif;color:#1F497D"><a href="http://www.ohanafc.com/"><span style="font-family:"Calibri",sans-serif;color:#0563C1">www.ohanafc.com</span></a></span><span style="font-size:12.0pt;font-family:"Bradley Hand ITC";color:#1F497D"><o:p></o:p></span></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Jared E. Adams<br>
<b>Sent:</b> Wednesday, August 23, 2017 11:54 AM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Small Bequest to Lost Heir<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Greetings All!<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I am representing the PR of an estate with a long-lost beneficiary. The Will leaves a very modest cash bequest to this missing beneficiary. Nobody knows where the beneficiary is, or if he is alive or dead. Any reasonable attempt to locate
the beneficiary would likely cost more than the amount of the bequest.<o:p></o:p></p>
<p class="MsoNormal">Has anyone dealt with this type of situation before? Any recommendations?<o:p></o:p></p>
<p class="MsoNormal">Thanks!<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Jared<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:navy">Jared E. Adams, JD, LL.M.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:navy"> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:navy">Condie & Adams, PLLC<br>
611 4th Avenue, Suite A<br>
Kirkland, WA 98033<br>
(voice): (425) 450-1040 <br>
(fax): (425) 450-1041<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:navy">(email):
</span><span style="color:#1F497D"><a href="mailto:jared@condieadams.com"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">jared@condieadams.com</span></a></span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:navy"><o:p></o:p></span></p>
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</span><span style="color:#1F497D"><a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.condieadams.com_&d=DQMFAg&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=brA_m3LI1-HOHVzWGLstf3hEaE8qHkLFYA-HVpkGsZs&s=UPOjyTmxWc-XbHjcvtcRmS3yGoSqADmS3MHX8dgTg8I&e="><span style="font-size:10.0pt;font-family:"Arial",sans-serif">www.condieadams.com</span></a></span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:navy"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-family:"Courier New";color:#1F497D"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-family:"Courier New";color:navy">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.<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:navy">PLEASE READ THIS ENTIRE DISCLAIMER</span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:navy">
</span><span style="color:navy"><o:p></o:p></span></p>
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