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<p class="MsoNormal"><span style="font-family:"Arial","sans-serif"">Below is (5) and (6) RCW 11.96A.030 (Definitions)<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.25in;background:white"><span style="font-family:"Arial","sans-serif"">(5) "Party" or "parties" means each of the following persons who has an interest in the subject of the particular proceeding and whose name and address
are known to, or are reasonably ascertainable by, the petitioner:<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.25in;background:white"><span style="font-family:"Arial","sans-serif"">(a) The trustor if living;<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.25in;background:white"><span style="font-family:"Arial","sans-serif"">(b) The trustee;<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.25in;background:white"><span style="font-family:"Arial","sans-serif"">(c) The personal representative;<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.25in;background:white"><span style="font-family:"Arial","sans-serif"">(d) An heir;<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.25in;background:white"><span style="font-family:"Arial","sans-serif"">(e) A beneficiary, including devisees, legatees, and trust beneficiaries;<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.25in;background:white"><span style="font-family:"Arial","sans-serif"">(f) The surviving spouse or surviving domestic partner of a decedent with respect to his or her interest in the decedent's property;<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.25in;background:white"><span style="font-family:"Arial","sans-serif"">(g) A guardian ad litem;<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.25in;background:white"><span style="font-family:"Arial","sans-serif"">(h) A creditor;<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.25in;background:white"><span style="font-family:"Arial","sans-serif"">(i) Any other person who has an interest in the subject of the particular proceeding;<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.25in;background:white"><span style="font-family:"Arial","sans-serif"">(j) The attorney general if required under RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.110.120"><b><span style="color:windowtext;text-decoration:none">11.110.120</span></b></a>;<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.25in;background:white"><span style="font-family:"Arial","sans-serif"">(k) Any duly appointed and acting legal representative of a party such as a guardian, special representative, or attorney-in-fact;<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.25in;background:white"><span style="font-family:"Arial","sans-serif"">(l) Where applicable, the virtual representative of any person described in this subsection the giving of notice to whom would meet notice requirements
as provided in RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.96A.120"><b><span style="color:windowtext;text-decoration:none">11.96A.120</span></b></a>;<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.25in;background:white"><span style="font-family:"Arial","sans-serif"">(m) Any notice agent, resident agent, or a qualified person, as those terms are defined in chapter <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.42"><b><span style="color:windowtext;text-decoration:none">11.42</span></b></a> RCW;<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.25in;background:white"><span style="font-family:"Arial","sans-serif"">(n) The owner or the personal representative of the estate of the deceased owner of the nonprobate asset that is the subject of the particular proceeding,
if the subject of the particular proceeding relates to the beneficiary's liability to a decedent's estate or creditors under RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.18.200"><b><span style="color:windowtext;text-decoration:none">11.18.200</span></b></a>;
and<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.25in;background:white"><span style="font-family:"Arial","sans-serif"">(o) A statutory trust advisor or directed trustee of a directed trust under chapter <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.98A"><b><span style="color:windowtext;text-decoration:none">11.98A</span></b></a> RCW.<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.25in;background:white"><span style="font-family:"Arial","sans-serif"">(6) "Persons interested in the estate or trust" means the trustor, if living, all persons beneficially interested in the estate or trust, persons
holding powers over the trust or estate assets, the attorney general in the case of any charitable trust where the attorney general would be a necessary party to judicial proceedings concerning the trust, and any personal representative or trustee of the estate
or trust<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Arial","sans-serif""><o:p> </o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Arial","sans-serif"">If you haven’t distributed to the sister and the sister has not irrevocably waived her right to disclaim, I think he has an interest in the estate albeit contingent,
but it’s still an interest, which I view the statute to encompass based upon its broad language used. Again, I believe a TEDRA Agreement would not require notice, only a TEDRA petition in this circumstance. Alternatively, if the only way for his right of
inhertiance to vest is for her to disclaim, why not have her sign irrevocably waiver of her right to disclaim?<o:p></o:p></span></p>
<p class="MsoNormal"><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";color:#1F497D"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal" style="text-align:justify"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Marcus J. Fry<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Lyon, Weigand & Gustafson, P.S.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">P.O. Box 1689
<br>
Yakima, Washington 98907 <br>
Telephone: (509) 248-7220 <br>
Facsimile: (509) 575-1883 <o:p></o:p></span></p>
<p class="MsoNormal" style="text-align:justify"><b><u><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D"><o:p><span style="text-decoration:none"> </span></o:p></span></u></b></p>
<p class="MsoNormal" style="text-align:justify"><b><u><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">NOTICES:<o:p></o:p></span></u></b></p>
<p class="MsoNormal" style="text-align:justify"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Confidentiality:
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are hereby notified that any disclosure, or taking of any action in reliance on the contents, is strictly prohibited. If you have received this transmission in error, please contact us immediately and return the e-mail to us by choosing Reply (or the corresponding
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
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<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>John Creahan<br>
<b>Sent:</b> Thursday, August 31, 2017 3:19 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> Re: [WSBAPT] TEDRA and beneficial interest<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Marcus,<o:p></o:p></p>
<p class="MsoNormal">Thanks for your response. That is an interesting take on it.<o:p></o:p></p>
<p class="MsoNormal">I am curious about your comment that notice would be required – which I suppose gets to the heart of my question.<o:p></o:p></p>
<p class="MsoNormal">TEDRA requires notice to “parties,” defined to include heirs who have “an interest in the subject of the particular proceeding,” which apparently means a “beneficial interest.”<o:p></o:p></p>
<p class="MsoNormal">Under the facts I described, do you think Brother has an interest in the proceeding such that he would need to receive notice?<o:p></o:p></p>
<p class="MsoNormal">Thanks,<o:p></o:p></p>
<p class="MsoNormal">John<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Tw Cen MT","sans-serif";color:#595959">John Creahan</span><span style="font-family:"Tw Cen MT","sans-serif";color:#595959"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-family:"Tw Cen MT","sans-serif";color:#595959"><a href="http://www.cairn-law.com/"><span style="color:#595959">www.cairn-law.com</span></a><br>
</span><b><span style="font-family:"Tw Cen MT","sans-serif";color:red">Now located in the heart of Fremont<br>
</span></b><span style="font-family:"Tw Cen MT","sans-serif";color:#595959">3417 Evanston Ave. N, Suite 312<br>
Seattle, WA 98103<br>
206-578-5877</span><span style="font-family:"Tw Cen MT","sans-serif";color:#4F6228"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#595959"><o:p> </o:p></span></p>
</div>
<p class="MsoNormal"><span style="color:#595959"><o:p> </o:p></span></p>
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<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>Marcus Fry<br>
<b>Sent:</b> Thursday, August 31, 2017 3:03 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> Re: [WSBAPT] TEDRA and beneficial interest<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><a name="_GoBack"></a><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">John:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Isn’t your question how effective you want your TEDRA Agreement to be? I think sister and your client can enter into a TEDRA Agreement (this is different from
petitioning the court under TEDRA, which notice would be required to brother) to resolve an issue with regard to her interest in the Estate. It will not be binding on the brother, but it appears that doesn’t matter in this case. If somehow there is a chance
that an interest would vest in him, such as her passing, etc., and you don’t want your client sued for making a wrongful distribution, then he needs to be included in the agreement IMO. You could include in your TEDRA that she irrevocably agrees not to disclaim
to address the disclaimer possibility.<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>
<p class="MsoNormal" style="text-align:justify"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Marcus J. Fry<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Lyon, Weigand & Gustafson, P.S.
<br>
P.O. Box 1689 <br>
Yakima, Washington 98907 <br>
Telephone: (509) 248-7220 <br>
Facsimile: (509) 575-1883 <o:p></o:p></span></p>
<p class="MsoNormal" style="text-align:justify"><b><u><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D"><o:p><span style="text-decoration:none"> </span></o:p></span></u></b></p>
<p class="MsoNormal" style="text-align:justify"><b><u><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">NOTICES:<o:p></o:p></span></u></b></p>
<p class="MsoNormal" style="text-align:justify"><b><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Confidentiality:
</span></b><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">This e-mail transmission may contain information which is protected by attorney-client, work product and/or other privileges. If you are not the intended recipient, you
are hereby notified that any disclosure, or taking of any action in reliance on the contents, is strictly prohibited. If you have received this transmission in error, please contact us immediately and return the e-mail to us by choosing Reply (or the corresponding
function on your e-mail system) and then deleting the e-mail.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
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<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>John Creahan<br>
<b>Sent:</b> Thursday, August 31, 2017 2:40 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> [WSBAPT] TEDRA and beneficial interest<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="color:#595959">Hi,<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="color:#595959">Does an alternate beneficiary under a will have a “beneficial interest” in the estate when the primary beneficiary was still alive at the testator’s death?
<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="color:#595959">My client, the personal representative, and the primary beneficiary under the will (“Sister”) have agreed to resolve a particular issue, and I am drafting a TEDRA agreement to memorialize
that agreement. <o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="color:#595959">“Brother,” an alternate beneficiary, is estranged from the family, and I would prefer to not have to chase him down. He is not entitled to anything under the will unless Sister disclaims
– which is not going to happen.<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="color:#595959">TEDRA’s definition of “party” includes “</span>all persons beneficially interested in the estate.”
<o:p></o:p></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="color:#595959">My question: does Brother’s vanishingly-remote possibility of receiving a disclaimer give him a beneficial interest in the estate?<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="color:#595959">I appreciate your thoughts on this.<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="color:#595959">John<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:6.0pt"><span style="color:#595959"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Tw Cen MT","sans-serif";color:#595959">John Creahan</span><span style="font-family:"Tw Cen MT","sans-serif";color:#595959"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-family:"Tw Cen MT","sans-serif";color:#595959"><a href="http://www.cairn-law.com/"><span style="color:#595959">www.cairn-law.com</span></a><br>
</span><b><span style="font-family:"Tw Cen MT","sans-serif";color:red">Now located in the heart of Fremont<br>
</span></b><span style="font-family:"Tw Cen MT","sans-serif";color:#595959">3417 Evanston Ave. N, Suite 312<br>
Seattle, WA 98103<br>
206-578-5877</span><span style="font-family:"Tw Cen MT","sans-serif";color:#4F6228"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#595959"><o:p> </o:p></span></p>
</div>
<p class="MsoNormal"><span style="color:#595959"><o:p> </o:p></span></p>
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