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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">There is nothing to prevent the SS as to real property of the estate from executing transfer on death deeds to whatever beneficiaries the SS desires since the
contract only obligates her not to change the will residuary clause.<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>
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<p class="MsoNormal"><i><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:red">Please note my new contact information below<o:p></o:p></span></i></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Bryce H. Dille | Attorney at Law<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Dille Law, PLLC<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">P: 360-350-0270 | F: 844-210-4503<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">2010 Caton Way SW, Suite 101<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Olympia, Washington 98502<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><a href="http://www.dillelaw.com/"><u><span style="color:#0563C1">www.dillelaw.com</span></u></a><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>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">This transmission contains confidential attorney-client communications and may not be disclosed to any person but the intended recipient(s). If this matter is
transmitted to you in error, please notify the sender immediately. <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>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Business Entity Creation and Management<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Business, Government and Tax Law<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Real Estate and Land Use, Residential, Commercial and Condominium Development Real Estate and Commercial Transactions & Closings, Including Performing Services
as IRS Section 1031 Exchange Facilitator Estate Planning, including Wills and Trusts, and Probate Administration Representation Homeowners/Condominium Association Real Estate Developments Real Property Foreclosures and Forfeitures<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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<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"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>michael@westseattleattorney.com<br>
<b>Sent:</b> Friday, March 1, 2019 11:00 AM<br>
<b>To:</b> WSBA Probate & Trust Listserve <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Follow up as to Mutual Will<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="color:black">Enforceability of Washington Mutual Wills. The Mutual Will was drafted 7 years ago. It gave the survivor all of the decedent's property and provided for the residual in specific percentages going to the heirs
should each survivor predecease each other. It contracts each so that the survivor would not change the Residual clause but then it has no such residual clause going to the heirs in specific percentages. The PR is the surviving spouse and is intending on
making distributions different than what the Will implies. So while the intent of a mutual will is there, without the clause as to what would happen during the life of the survivor and or after the survivor later died, do the heirs have any recourse or standing
in this case? <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:black">Thanks <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:black">Mike<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="color:black"><img border="0" width="500" height="100" style="width:5.2083in;height:1.0416in" id="sigimg0" src="cid:image001.png@01D4D025.180DC530"><o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="color:black"><o:p> </o:p></span></p>
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<blockquote style="border:none;border-left:solid blue 1.5pt;padding:0in 0in 0in 6.0pt;margin-left:6.0pt;margin-top:5.0pt;margin-bottom:5.0pt" id="replyBlockquote">
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">-------- Original Message --------<br>
Subject: Re: [WSBAPT] Mutual Will<br>
From: "Howard Herman" <<a href="mailto:hhherman2@comcast.net"><span style="color:windowtext">hhherman2@comcast.net</span></a>><br>
Date: Wed, February 27, 2019 10:10 pm<br>
To: "'WSBA Probate & Trust Listserv'" <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style="color:windowtext">wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:black">Mike,</span><span style="font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:black"> </span><span style="font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:black">It appears to me that you are in the driver’s seat. The whole of the community property is subject to the administration of the probate estate. RCW 11.02.070 As PR, you have control
of the whole of the estate and you are responsible to carry out the intent of the testator. Instead of exercising your non-intervention powers, file a petition for distribution, giving notice to the mother and daughter. At the hearing on the petition, get
a court order establishing the validity of the contract between the decedent and the surviving spouse and a authority to file a Notice of Contract with the auditor. No title company will insure any transaction that violates the terms of the contract and the
whole world will be on constructive notice of the contract. Any inter vivos transaction between the mother and daughter will run afoul of the contract.</span><span style="font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:black"> </span><span style="font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:black">Howard Herman WSBA 3244</span><span style="font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:black">117 N McDonald Rd.</span><span style="font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:black">Spokane Valley, WA 99216</span><span style="font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:black">509.220.5810</span><span style="font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:black"> </span><span style="font-family:"Verdana",sans-serif;color:black"><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;color:black">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><u><span style="color:blue">wsbapt-bounces@lists.wsbarppt.com</span></u></a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><u><span style="color:blue">wsbapt-bounces@lists.wsbarppt.com</span></u></a>>
<b>On Behalf Of </b>Eric Nelsen<br>
<b>Sent:</b> Wednesday, February 27, 2019 11:45 AM<br>
<b>To:</b> WSBA Probate & Trust Listserve <<a href="mailto:wsbapt@lists.wsbarppt.com"><u><span style="color:blue">wsbapt@lists.wsbarppt.com</span></u></a>><br>
<b>Subject:</b> Re: [WSBAPT] Mutual Will</span><span style="font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Verdana",sans-serif;color:black"> <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">Sounds like there was a binding contract not to change residual disposition. But does it prevent inter vivos gifts after the first spouse has died? There may
still be a risk of an inter vivos transfer from stepmom to her daughter.</span><span style="font-family:"Verdana",sans-serif;color:black"><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"> </span><span style="font-family:"Verdana",sans-serif;color:black"><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">I'm not sure what dad's probate can do to protect here. I would start with the contract between dad and stepmom, to see what possible restrictions could be put
on inter vivos transfers from stepmom that would violate the spirit of the agreement to maintain residual disposition. The chief opportunity there would probably be a notice recorded on the real property, but it sounds like the house will be sold so that is
likely not an option anyway.</span><span style="font-family:"Verdana",sans-serif;color:black"><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"> </span><span style="font-family:"Verdana",sans-serif;color:black"><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">Once her assets at liquid, the critical thing will be having a responsible party handling her money. A professional fiduciary or a guardian are the standard options.</span><span style="font-family:"Verdana",sans-serif;color:black"><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"> </span><span style="font-family:"Verdana",sans-serif;color:black"><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">The attorney who contacted you recently--who does he represent?</span><span style="font-family:"Verdana",sans-serif;color:black"><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"> </span><span style="font-family:"Verdana",sans-serif;color:black"><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">Regarding stepmom's daughter, there are a lot of options and resources available in King County, for reporting financial exploitation of an elder:</span><span style="font-family:"Verdana",sans-serif;color:black"><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"><a href="https://www.courts.wa.gov/forms/?fa=forms.contribute&formID=70" target="_blank"><u><span style="color:blue">Vulnerable Adult Protection Order</span></u></a></span><span style="font-family:"Verdana",sans-serif;color:black"><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"><a href="https://www.kingcounty.gov/depts/prosecutor/victim-community-support/elder-abuse.aspx" target="_blank"><u><span style="color:blue">King County Prosecutor's
Elder and Vulnerable Adult Abuse Division</span></u></a> (I know Page Ulrey, she is great)</span><span style="font-family:"Verdana",sans-serif;color:black"><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"><a href="https://www.kingcounty.gov/depts/prosecutor/victim-community-support/elder-abuse/additional-info.aspx" target="_blank"><u><span style="color:blue">Additional
Info</span></u></a></span><span style="font-family:"Verdana",sans-serif;color:black"><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"><a href="https://www.dshs.wa.gov/altsa/home-and-community-services/adult-abuse-and-prevention" target="_blank"><u><span style="color:blue">DSHS Adult Abuse and
Prevention</span></u></a></span><span style="font-family:"Verdana",sans-serif;color:black"><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"><a href="https://www.agewisekingcounty.org/ill_pubs_articles/elder-abuse-two-true-stories-of-support/" target="_blank"><u><span style="color:blue">https://www.agewisekingcounty.org/ill_pubs_articles/elder-abuse-two-true-stories-of-support/</span></u></a></span><span style="font-family:"Verdana",sans-serif;color:black"><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"><a href="https://www.asaging.org/blog/collaboration-essential-king-countys-response-case-elder-abuse-and-exploitation" target="_blank"><u><span style="color:blue">https://www.asaging.org/blog/collaboration-essential-king-countys-response-case-elder-abuse-and-exploitation</span></u></a>
(Page is co-author of this article)</span><span style="font-family:"Verdana",sans-serif;color:black"><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"> </span><span style="font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1F497D">Sincerely,</span><span style="font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1F497D"> </span><span style="font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1F497D">Eric</span><span style="font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1F497D"> </span><span style="font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1F497D">Eric C. Nelsen</span><span style="font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1F497D">SAYRE LAW OFFICES, PLLC</span><span style="font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1F497D">1417 31st Ave South</span><span style="font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1F497D">Seattle WA 98144-3909</span><span style="font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1F497D">phone 206-625-0092</span><span style="font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1F497D">fax 206-625-9040</span><span style="font-family:"Verdana",sans-serif;color:black"><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"> </span><span style="font-family:"Verdana",sans-serif;color:black"><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:black">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank"><u><span style="color:blue">wsbapt-bounces@lists.wsbarppt.com</span></u></a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank"><u><span style="color:blue">mailto:wsbapt-bounces@lists.wsbarppt.com</span></u></a>]
<b>On Behalf Of </b><a href="mailto:michael@westseattleattorney.com" target="_blank"><u><span style="color:blue">michael@westseattleattorney.com</span></u></a><br>
<b>Sent:</b> Wednesday, February 27, 2019 10:04 AM<br>
<b>To:</b> WSBA Probate & Trust Listserve<br>
<b>Subject:</b> [WSBAPT] Mutual Will</span><span style="font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Verdana",sans-serif;color:black">I am the attorney probating my Dad's will. It is a mutual will which he (91 yo) and my step mother (mom) (92 yo) had another attorney draft. The intent of the Will is essentially
that the survivor is given the property and when she dies it shall go to their children in set amounts. Both agree not to change this residual disposition.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Verdana",sans-serif;color:black">The only issue currently is that mom's daughter, who has several felonies and lives with mom, has been stealing money and has been, even before my Dad's death, pressuring them
to give her the house - however, since his death she has continued using her undue influence to try to get mom to change the will. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Verdana",sans-serif;color:black">Mom has not been willing to do anything because she believed that no one would help her and she would have to move out of her home. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Verdana",sans-serif;color:black">Now 4 months later another attorney has contacted me about her selling the house and moving to a facility to care for her and having a professional become the DPOA Agent (currently
her son). He also brought up the issue of taking care of mom's daughter. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Verdana",sans-serif;color:black">My question is what should I do with the knowledge of the daughter's stealing and undue influence?
<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Verdana",sans-serif;color:black">What should /can I do in this probate to ensure that my dad's and step mom's intent is given effect?
<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Verdana",sans-serif;color:black">Thanks<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Verdana",sans-serif;color:black">Mike<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Verdana",sans-serif;color:black"><img border="0" width="500" height="100" style="width:5.2083in;height:1.0416in" id="_x0000_i1026" src="cid:image001.png@01D4D025.180DC530" alt="cid:image001.png@01D4CE87.E6E12A90"><o:p></o:p></span></p>
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