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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB","sans-serif";color:#1F497D">Well -- thanks to everyone responding on this. The charities are the primary will beneficiaries so they will get notice of the probate. The 11.28.237
statute wording is going to be the foundation of the recommendation here. I will give the choice of whether to hire a search firm to the PR. He is a retired attorney so he can appreciate the subtlety here. Whether the “known to him or her” clause modifies
heirs AND beneficiaries is another twist.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB","sans-serif";color:#1F497D">Overall, the connection is quite remote here as to heirs who pose a risk. Our class of heirs at law is descendants of the family of the decedent’s parents
– both father and mother. We are likely talking children or grandchildren of the decedent’s aunts and uncles interested enough in their remote relative’s estate to mount a will challenge. This lowers the risk. On the other hand, an heir search may be an
expense the PR is willing to authorize to close the loop.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB","sans-serif";color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB","sans-serif";color:#1F497D">Thanks again for the help on this one!<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="text-autospace:none"><b><span style="font-family:"Berlin Sans FB","sans-serif"">Andrew Hay<o:p></o:p></span></b></p>
<p class="MsoNormal" style="text-autospace:none"><b><span style="font-family:"Berlin Sans FB","sans-serif"">Hay & Swann PLLC</span></b><span style="font-family:"Berlin Sans FB","sans-serif""><o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Berlin Sans FB","sans-serif"">201 South 34th Street<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Berlin Sans FB","sans-serif"">Tacoma, WA 98418<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Berlin Sans FB","sans-serif"">Phone: (253) 272-2400</span><span style="font-family:"Berlin Sans FB","sans-serif""><o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Berlin Sans FB","sans-serif"">Fax: (253) 267-8947<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";color:windowtext">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:windowtext"> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Thomas M. Culbertson<br>
<b>Sent:</b> Tuesday, February 12, 2019 10:33 AM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv'<br>
<b>Subject:</b> Re: [WSBAPT] Notice to unknown heirs<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman","serif";color:windowtext"><img border="0" width="50" height="50" id="_x0000_i1025" src="cid:image001.gif@01D4C3AF.52EE0250"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">I could be wrong, but I’ve always read the red words in (1) to apply to beneficiaries of non-probate assets but not to heirs, etc. An heir needs to get notice
so he/she has the opportunity to challenge an invalid will. I’ll hire an heir search firm unless the estate is pretty small; not sure where I draw that line, but for it it’s somewhere south of $500k.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"> </span><o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">________________________________________</span></b><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">THOMAS M. CULBERTSON
</span></b><b><span style="font-size:14.0pt;font-family:"Calibri","sans-serif";color:#1F497D"> </span></b><span style="font-size:14.0pt;font-family:"Calibri","sans-serif";color:#1F497D">I
</span><span style="font-size:10.0pt;font-family:"Calibri","sans-serif";color:#1F497D"> Lukins & Annis, PS</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri","sans-serif";color:#1F497D">717 W. Sprague Ave, Suite 1600, Spokane, WA 99201</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Calibri","sans-serif";color:#1F497D">(509) 455-9555</span><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">
</span><span style="font-family:"Calibri","sans-serif";color:#1F497D"> I </span><span style="font-size:10.0pt;font-family:"Calibri","sans-serif";color:#1F497D"> fax (509) 363-2500</span><span style="font-family:"Calibri","sans-serif";color:#1F497D"> I
</span><span style="font-size:10.0pt;font-family:"Calibri","sans-serif";color:#1F497D"> </span><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><a href="mailto:tculbertson@lukins.com"><span style="font-size:10.0pt;color:blue">tculbertson@lukins.com</span></a></span><span style="font-size:10.0pt;font-family:"Calibri","sans-serif";color:#1F497D">
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:windowtext">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:windowtext"> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Dalynne Singleton<br>
<b>Sent:</b> Tuesday, February 12, 2019 9:56 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> [WSBAPT] Notice to unknown heirs</span><o:p></o:p></p>
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</div>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Verdana Pro","serif";color:windowtext">Since the statute reads, are known to him or her – why not provide notice to the charities and give written notice to the State of WA DSHS and then call
it good?</span></b><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Verdana Pro","serif";color:windowtext"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:3.75pt;margin-right:0in;margin-bottom:7.5pt;margin-left:0in;background:white">
<b><span style="font-size:13.5pt;font-family:"Helvetica","sans-serif"">RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.28.237"><span style="color:#7DAB8A">11.28.237</span></a></span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:3.75pt;margin-right:0in;margin-bottom:7.5pt;margin-left:0in;background:white">
<b><span style="font-size:13.5pt;font-family:"Helvetica","sans-serif"">Notice of appointment as personal representative, pendency of probate</span></b><b><span style="font-size:13.5pt;font-family:"Times New Roman","serif"">—</span></b><b><span style="font-size:13.5pt;font-family:"Helvetica","sans-serif"">Proof
by affidavit.</span></b><o:p></o:p></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-family:"Helvetica","sans-serif"">(1) Within twenty days after appointment, the personal representative of the estate of a decedent shall cause written notice of his or her appointment
and the pendency of said probate proceedings, to be served personally or by mail to each heir, legatee and devisee of the estate and each beneficiary or transferee of a nonprobate asset of the decedent
</span><span style="font-family:"Helvetica","sans-serif";color:red">whose names and addresses are known to him or her</span><span style="font-family:"Helvetica","sans-serif"">, and proof of such mailing or service shall be made by affidavit and filed in the
cause. If a trust is a legatee or devisee of the estate or a beneficiary or transferee of a nonprobate asset of the decedent, then notice to the trustee is sufficient.</span><o:p></o:p></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-family:"Helvetica","sans-serif"">(2) If the personal representative does not otherwise give notice to creditors under chapter <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.40"><b><span style="color:#7DAB8A">11.40</span></b></a> RCW
within thirty days after appointment, </span><span style="font-family:"Helvetica","sans-serif";color:red">the personal representative shall cause written notice of his or her appointment and the pendency of the probate proceedings to be mailed to the state
of Washington department of social and health services' office of financial recovery, and proof of the mailing shall be made by affidavit and filed in the cause.</span><o:p></o:p></p>
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<div>
<p class="MsoNormal"><b><i><span style="font-size:14.0pt;font-family:"Arial Rounded MT Bold";color:#1F497D">Dalynne Singleton</span></i></b><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri","sans-serif";color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Gourley Law Group</span></b><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Snohomish Escrow</span></b><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Calibri","sans-serif";color:#1F497D">The Exchange Connection</span></b><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial Rounded MT Bold";color:#1F497D">1002 10<sup>th</sup> Street / PO Box 1091</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial Rounded MT Bold";color:#1F497D">Snohomish, WA 98291</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial Rounded MT Bold";color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial Rounded MT Bold";color:#1F497D">360.568.5065</span><o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:windowtext">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:windowtext"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Andrew Hay<br>
<b>Sent:</b> Monday, February 11, 2019 9:58 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Notice to unknown heirs</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB","sans-serif";color:windowtext">Hmmm. I’ve got an estate with a PR appointed per the will. Beneficiaries are charities. Estate value less than $500K.</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB","sans-serif";color:windowtext">Decedent was a widower. He has no children and no brothers and sisters. His parents are long dead.
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB","sans-serif";color:windowtext">What notice of pendency of probate is required and how much effort should go to notify the parents’ heirs?</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB","sans-serif";color:windowtext"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Berlin Sans FB","sans-serif";color:windowtext">I am inclined to publish a notice of pendency of probate along with the notice to creditors and call it good.
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<p class="MsoNormal" style="text-autospace:none"><b><span style="font-family:"Berlin Sans FB","sans-serif"">Andrew Hay</span></b><o:p></o:p></p>
<p class="MsoNormal" style="text-autospace:none"><b><span style="font-family:"Berlin Sans FB","sans-serif"">Hay & Swann PLLC</span></b><o:p></o:p></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Berlin Sans FB","sans-serif"">201 South 34th Street</span><o:p></o:p></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Berlin Sans FB","sans-serif"">Tacoma, WA 98418</span><o:p></o:p></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Berlin Sans FB","sans-serif"">Phone: (253) 272-2400</span><o:p></o:p></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-family:"Berlin Sans FB","sans-serif"">Fax: (253) 267-8947</span><o:p></o:p></p>
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