<html><body><span style="font-family:Times New Roman; color:#000000; font-size:12pt;"><div class="MsoNormal" style="font-size:12pt;">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 <span style="">going to the heirs</span><span style=""> in specific percentages. </span><span style="">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 t</span><span style="font-size: 12pt;">he clause as to </span><span style="font-size: 12pt;">what would happen during the life of the survivor and or after the survivor later died, d</span><span style="font-size: 12pt;">o the heirs have any recourse or standing in this case? </span></div><div class="MsoNormal" style="font-size:12pt;">Thanks </div><div class="MsoNormal" style="font-size:12pt;">Mike</div><div><br></div><div><img id="sigimg0" title="signature image" src="cid:sigimg0@9e137a782eddc01159b8d11682ba084e" border="0" alt=""></div><div><br><br></div>
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Subject: Re: [WSBAPT] Mutual Will<br>
From: "Howard Herman" <<a href="mailto:hhherman2@comcast.net">hhherman2@comcast.net</a>><br>
Date: Wed, February 27, 2019 10:10 pm<br>
To: "'WSBA Probate & Trust Listserv'" <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
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</style><div class="WordSection1"><div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif">Mike,<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif">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.<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif">Howard Herman WSBA 3244<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif">117 N McDonald Rd.<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif">Spokane Valley, WA 99216<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif">509.220.5810<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></div><div><div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in"><div class="MsoNormal" style="font-size:12pt;"><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">wsbapt-bounces@lists.wsbarppt.com</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">wsbapt@lists.wsbarppt.com</a>><br><b>Subject:</b> Re: [WSBAPT] Mutual Will<o:p></o:p></span></div></div></div><div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div><div class="MsoNormal" style="font-size:12pt;"><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.<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><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.<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><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.<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">The attorney who contacted you recently--who does he represent?<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><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:<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><a target="_blank" href="https://www.courts.wa.gov/forms/?fa=forms.contribute&formID=70">Vulnerable Adult Protection Order</a><o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><a target="_blank" href="https://www.kingcounty.gov/depts/prosecutor/victim-community-support/elder-abuse.aspx">King County Prosecutor's Elder and Vulnerable Adult Abuse Division</a> (I know Page Ulrey, she is great)<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><a target="_blank" href="https://www.kingcounty.gov/depts/prosecutor/victim-community-support/elder-abuse/additional-info.aspx">Additional Info</a><o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><a target="_blank" href="https://www.dshs.wa.gov/altsa/home-and-community-services/adult-abuse-and-prevention">DSHS Adult Abuse and Prevention</a><o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><a target="_blank" href="https://www.agewisekingcounty.org/ill_pubs_articles/elder-abuse-two-true-stories-of-support/">https://www.agewisekingcounty.org/ill_pubs_articles/elder-abuse-two-true-stories-of-support/</a><o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><a target="_blank" href="https://www.asaging.org/blog/collaboration-essential-king-countys-response-case-elder-abuse-and-exploitation">https://www.asaging.org/blog/collaboration-essential-king-countys-response-case-elder-abuse-and-exploitation</a> (Page is co-author of this article)<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></div><div><div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Calibri",sans-serif;color:#1F497D">Sincerely,<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Calibri",sans-serif;color:#1F497D">Eric<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Calibri",sans-serif;color:#1F497D">Eric C. Nelsen<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Calibri",sans-serif;color:#1F497D">SAYRE LAW OFFICES, PLLC<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Calibri",sans-serif;color:#1F497D">1417 31st Ave South<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Calibri",sans-serif;color:#1F497D">Seattle WA 98144-3909<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Calibri",sans-serif;color:#1F497D">phone 206-625-0092<o:p></o:p></span></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-family:"Calibri",sans-serif;color:#1F497D">fax 206-625-9040<o:p></o:p></span></div></div><div class="MsoNormal" style="font-size:12pt;"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></div><div><div style="border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in"><div class="MsoNormal" style="font-size:12pt;"><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 target="_blank" href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a target="_blank" href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>] <b>On Behalf Of </b><a target="_blank" href="mailto:michael@westseattleattorney.com">michael@westseattleattorney.com</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<o:p></o:p></span></div></div></div><div class="MsoNormal" style="font-size:12pt;"><o:p> </o:p></div><div><div class="MsoNormal" style="font-size:12pt;"><span style="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></div></div><div><div class="MsoNormal" style="font-size:12pt;"><span style="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></div></div><div><div class="MsoNormal" style="font-size:12pt;"><span style="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></div></div><div><div class="MsoNormal" style="font-size:12pt;"><span style="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></div></div><div><div class="MsoNormal" style="font-size:12pt;"><span style="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></div></div><div><div class="MsoNormal" style="font-size:12pt;"><span style="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></div></div><div><div class="MsoNormal" style="font-size:12pt;"><span style="color:black">Thanks<o:p></o:p></span></div></div><div><div class="MsoNormal" style="font-size:12pt;"><span style="color:black">Mike<o:p></o:p></span></div></div><div><div class="MsoNormal" style="font-size:12pt;"><span style="color:black"><o:p> </o:p></span></div></div><div><div class="MsoNormal" style="font-size:12pt;"><span style="color:black"><img border="0" width="500" height="100" style="width:5.2083in;height:1.0416in" id="sigimg0" src="cid:image001.png@01D4CEEE.5D053E30" alt="cid:image001.png@01D4CE87.E6E12A90" wbeuser="michael@westseattleattorney.com"><o:p></o:p></span></div></div></div><hr>***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***<br>
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