<html><head><meta http-equiv="Content-Type" content="text/html charset=utf-8"></head><body style="word-wrap: break-word; -webkit-nbsp-mode: space; -webkit-line-break: after-white-space;" class="">Hello Listmates -<div class=""><br class=""></div><div class="">This may be a duplicate message for some of you. I sent to the Solo and Small Practice Listserv as well.</div><div class=""><br class=""></div><div class="">A client (named personal representative) has contacted me regarding a possible probate. The decedent left a will with a gross estate of approximately $1.6 million. The decedent has no surviving spouse. The decedent owned no real property. The entire estate currently appears to be comprised of a life insurance policy payable to decedent’s children and a number of brokerage accounts also payable to decedent’s children. As it stands, it looks like all assets are non-probate. The decedent’s final tax return will need to be filed. Question 1: will a probate be necessary as to these facts? </div><div class=""><br class=""></div><div class="">Question 2: Decedent made a specific bequest in his will. It states “[a]t the time of my demise, I direct my personal representative to evaluate the extent of my estate using whatever means in my personal representative’s reasonable discretion would yield an accurate accounting. Upon that information, I give a specific bequest to the General Fund of (named church), an amount in cash equaling 2% of my gross estate. If all assets are non-probate, does this specific bequest fail? What other factors are considered? I have looked at RCW 11.11 but am not sure that it applies to this bequest as it does not name a specific non-probate asset to be distributed. Any thoughts would be appreciated.</div><div class=""><br class=""></div><div class="">Thank you</div><div class="">Rich</div><div class="">
<div style="color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; orphans: 2; widows: 2;" class=""><b style="font-size: large;" class=""><u class=""><br class="Apple-interchange-newline"><br class=""></u></b></div><div style="color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; orphans: 2; widows: 2;" class=""><u class=""><font face="Copperplate Gothic Bold" size="4" class=""><b class="">RICH McENTEE</b></font></u></div><div style="color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; orphans: 2; widows: 2;" class=""><font face="Copperplate Gothic Bold" size="4" class=""><b class="">McENTEE LAW OFFICE</b></font></div><div style="color: rgb(0, 0, 0); font-family: Helvetica; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; orphans: 2; widows: 2; " class=""><div class=""><font face="Copperplate" class="">3800 Bridgeport Way W, Ste A411</font></div><div class=""><font face="Copperplate" class="">University Place, WA 98466</font></div><div class=""><font face="Copperplate" class="">253.227.9894(m)</font></div></div><div style="color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; orphans: 2; widows: 2;" class=""><span style="font-family: Copperplate;" class=""><a href="mailto:jrmcentee@gmail.com" class="">jrmcentee@gmail.com</a></span> </div>
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