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<DIV><FONT size=4>Yes Eric, you got it right.</FONT></DIV>
<DIV><FONT size=4>I thought so, but wanted to check.</FONT></DIV>
<DIV><FONT size=4>Josh</FONT></DIV>
<DIV> </DIV>
<DIV style="FONT-SIZE: 14pt; FONT-FAMILY: 'Calibri'; COLOR: #000000">
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<DIV style="FONT-SIZE: 14pt; FONT-FAMILY: 'Calibri'; COLOR: #000000">
<DIV><STRONG><SPAN style="FONT-SIZE: 18pt; COLOR: #004080">Joshua F.
Grant</SPAN></STRONG><SPAN style="COLOR: #004080"><BR></SPAN><SPAN
style="COLOR: black"><IMG title=advocates
style="BORDER-TOP: 0px; BORDER-RIGHT: 0px; BACKGROUND-IMAGE: none; BORDER-BOTTOM: 0px; PADDING-TOP: 0px; PADDING-LEFT: 0px; BORDER-LEFT: 0px; DISPLAY: inline; PADDING-RIGHT: 0px"
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width=207 height=43><BR></SPAN><SPAN style="FONT-SIZE: 11pt; COLOR: #004080">P.
O. Box 619<BR>Wilbur, WA 99185<BR>509 647 5578</SPAN><SPAN
style="COLOR: black"><o:p></o:p></SPAN></DIV></DIV></DIV></DIV>
<DIV
style='FONT-SIZE: small; TEXT-DECORATION: none; FONT-FAMILY: "Calibri"; FONT-WEIGHT: normal; COLOR: #000000; FONT-STYLE: normal; DISPLAY: inline'>
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<DIV> </DIV>
<DIV style="BACKGROUND: #f5f5f5">
<DIV style="font-color: black"><B>From:</B> <A title=Eric@sayrelawoffices.com
href="mailto:Eric@sayrelawoffices.com">Eric Nelsen</A> </DIV>
<DIV><B>Sent:</B> Friday, March 08, 2019 11:07 AM</DIV>
<DIV><B>To:</B> <A title=wsbapt@lists.wsbarppt.com
href="mailto:wsbapt@lists.wsbarppt.com">WSBA Probate & Trust Listserv</A>
</DIV>
<DIV><B>Subject:</B> [WSBAPT] Mobile home purchased from decedent and Ch. 11.62
RCW</DIV></DIV></DIV>
<DIV> </DIV></DIV>
<DIV
style='FONT-SIZE: small; TEXT-DECORATION: none; FONT-FAMILY: "Calibri"; FONT-WEIGHT: normal; COLOR: #000000; FONT-STYLE: normal; DISPLAY: inline'>
<DIV class=WordSection1>
<P class=MsoPlainText>I think I get it, but let me check:<o:p></o:p></P>
<P class=MsoPlainText><o:p></o:p> </P>
<P class=MsoPlainText>Marital couple X&Y sold mobile home to marital couple
client and her spouse, C&D. C also died, and then D sold the mobile home to
current owner E. Also, X has since died, and Y has dementia, and Y's son has her
DPA authority.<o:p></o:p></P>
<P class=MsoPlainText><o:p></o:p> </P>
<P class=MsoPlainText>Your problem is with clearing X&Y off title to the
mobile home, is that right? So I am guessing the title was not fully transferred
to C&D before C&D sold it to E? And now E wants title and D can't give
it to her/him?<o:p></o:p></P>
<P class=MsoPlainText><o:p></o:p> </P>
<P class=MsoPlainText>I don't think the Ch. 11.62 process helps in this
instance. It really only works on inheritance issues, not interests relating to
contracts. I don't see any sense in which D "inherited" any interest in this
property from X&Y; it's just a contractual relationship. I agree that the
exclusion of a "creditor" from being a successor prevents use of the process in
this situation.<o:p></o:p></P>
<P class=MsoPlainText><o:p></o:p> </P>
<P class=MsoPlainText>I think a breach of contract claim might work, and
hopefully you'd get a default. Depending on your facts and what remedy you want
to ask for, you might also consider a quiet title on personal property, allowed
under RCW <A
href="https://app.leg.wa.gov/RCW/default.aspx?cite=7.28.310">7.28.310</A>. No
fee award available under that, though.<o:p></o:p></P>
<P class=MsoPlainText><o:p></o:p> </P>
<P class=MsoPlainText>Sincerely,<o:p></o:p></P>
<P class=MsoPlainText><o:p></o:p> </P>
<P class=MsoPlainText>Eric<o:p></o:p></P>
<P class=MsoPlainText><o:p></o:p> </P>
<P class=MsoPlainText>Eric C. Nelsen<o:p></o:p></P>
<P class=MsoPlainText>SAYRE LAW OFFICES, PLLC<o:p></o:p></P>
<P class=MsoPlainText>1417 31st Ave South<o:p></o:p></P>
<P class=MsoPlainText>Seattle WA 98144-3909<o:p></o:p></P>
<P class=MsoPlainText>phone 206-625-0092<o:p></o:p></P>
<P class=MsoPlainText>fax 206-625-9040<o:p></o:p></P>
<P class=MsoPlainText><o:p></o:p> </P>
<P class=MsoPlainText>-----Original Message-----<BR>From:
wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com] On
Behalf Of Josh Grant<BR>Sent: Friday, March 08, 2019 10:39 AM<BR>To: WSBA
Probate & Trust Listserv<BR>Subject: Re: [WSBAPT] IRA with "Estate"
beneficiary, and RCW 11.62 small estate affidavit<o:p></o:p></P>
<P class=MsoPlainText><o:p></o:p> </P>
<P class=MsoPlainText>I have a case where client and husband bought a single
wide mobile home, years ago. Purchaser husband died. client and
husband then sold it to current owner.<o:p></o:p></P>
<P class=MsoPlainText>Original sellers, were husband and wife. husband is
deceased and wife has dementia and son has PofA. The son is refusing to
sign off on the title. <o:p></o:p></P>
<P class=MsoPlainText>Contract was full paid. I had thought I would simply tell
son that we will sue his mom for breach of contract and serve her with pleadings
but I haven't seen the original contract (It is on its way). I am
wondering if the contract doesn't allow attorney fee collection I could have
client demand title under 11.62.010. I am troubled by 11.62.005(2)(b), which
states "Any person claiming to be a successor solely by reason of being a
creditor of the decedent.... is excluded from definition of "successor".
My client doesn't have any other relationship to original seller, just as a
creditor.<o:p></o:p></P>
<P class=MsoPlainText>Thanks for any comments.<o:p></o:p></P>
<P class=MsoPlainText><o:p></o:p> </P>
<P class=MsoPlainText><o:p></o:p> </P>
<P class=MsoPlainText>Joshua F. Grant<o:p></o:p></P>
<P class=MsoPlainText><o:p></o:p> </P>
<P class=MsoPlainText>P. O. Box 619<o:p></o:p></P>
<P class=MsoPlainText>Wilbur, WA 99185<o:p></o:p></P>
<P class=MsoPlainText>509 647 5578<o:p></o:p></P>
<P class=MsoPlainText><o:p></o:p> </P>
<P class=MsoPlainText>-----Original Message-----<o:p></o:p></P>
<P class=MsoPlainText>From: Doug Schafer<o:p></o:p></P>
<P class=MsoPlainText>Sent: Thursday, March 07, 2019 5:46 PM<o:p></o:p></P>
<P class=MsoPlainText>To: WSBA Probate & Trust Listserv<o:p></o:p></P>
<P class=MsoPlainText>Subject: Re: [WSBAPT] IRA with "Estate" beneficiary, and
RCW 11.62 small estate affidavit<o:p></o:p></P>
<P class=MsoPlainText><o:p></o:p> </P>
<P class=MsoPlainText>RCW 11.62.020 includes this sentence: "If any person to
whom an affidavit and proof of death is delivered refuses to pay, deliver, or
transfer any personal property, it may be recovered or its payment, delivery,
transfer, or issuance compelled upon proof of their right in a proceeding
brought for the purpose by or on behalf of the persons entitled thereto." So it
would seem to me that an affiant would need to file a complaint naming the
holder of the decedent's property as the defendant. Isn't that how one
brings a proceeding to enforce a right?<o:p></o:p></P>
<P class=MsoPlainText><o:p></o:p> </P>
<P class=MsoPlainText>However, a wild thought occurs to me -- since TEDRA seems
to be a catch-all for "the efficient settlement of disputes in trust, estate,
and nonprobate matters" (11.96A.270), perhaps one could claim that under the
court's virtually unbounded authority in matters concerning estates and trusts
(11.96A.020(2)), a successor could file a "petition for order compelling
compliance" with the small estate affidavit, under RCW 11.96A.320 (that affords
attorney fee awards). Simply showing the filed petition to the difficult
holder of the property might be sufficient to prod compliance.<o:p></o:p></P>
<P class=MsoPlainText><o:p></o:p> </P>
<P class=MsoPlainText>Doug Schafer, in Tacoma<o:p></o:p></P>
<P class=MsoPlainText><o:p></o:p> </P>
<P class=MsoPlainText><o:p></o:p> </P>
<P class=MsoPlainText>On 3/7/2019 5:06 PM, Jen Doehne wrote:<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> In Thurston County, we don’t receive cause numbers
for our Small <o:p></o:p></P>
<P class=MsoPlainText>> Estate Affidavits….I’m not sure if they would if I
pushed for one <o:p></o:p></P>
<P class=MsoPlainText>> since it is really an open and close
matter.<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> Best wishes,<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> Jen<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> *Jennifer Doehne, Attorney at Law,
LL.M.*<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> *BEAN, GENTRY, WHEELER & PETERNELL,
PLLC*<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> 910 Lakeridge Way SW<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> Olympia, Washington 98502<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> Phone: 360.357.2852 | Fax:
360.786.6943<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> <A href="mailto:jdoehne@bgwp.net"><SPAN
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<<A href="mailto:jdoehne@bgwp.net"><SPAN
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*From:*wsbapt-bounces@lists.wsbarppt.com<o:p></o:p></P>
<P class=MsoPlainText>> [<A
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*On Behalf Of *Andrekita <o:p></o:p></P>
<P class=MsoPlainText>> Silva<o:p></o:p></P>
<P class=MsoPlainText>> *Sent:* Thursday, March 07, 2019 4:53
PM<o:p></o:p></P>
<P class=MsoPlainText>> *To:* Paul Neumiller <<A
href="mailto:pneumiller@hotmail.com"><SPAN
style="TEXT-DECORATION: none; COLOR: windowtext">pneumiller@hotmail.com</SPAN></A>><o:p></o:p></P>
<P class=MsoPlainText>> *Cc:* WSBA Probate & Trust Listserv <<A
href="mailto:wsbapt@lists.wsbarppt.com"><SPAN
style="TEXT-DECORATION: none; COLOR: windowtext">wsbapt@lists.wsbarppt.com</SPAN></A>><o:p></o:p></P>
<P class=MsoPlainText>> *Subject:* Re: [WSBAPT] IRA with "Estate"
beneficiary, and RCW 11.62 <o:p></o:p></P>
<P class=MsoPlainText>> small estate affidavit<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> When I filed the Small Estate Affidavit, it was a
filing fee of <o:p></o:p></P>
<P class=MsoPlainText>> $20.00, same as filing a Will Filing Only No
probate.<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> I always put a caption on my Small Estate Affidavit,
as if I were <o:p></o:p></P>
<P class=MsoPlainText>> going to file it, although I’m pretty confident I
have never done so in the past.<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> Like any other pleading filed, the court clerk
gave me the cause #, <o:p></o:p></P>
<P class=MsoPlainText>> which was a probate action cause #, so 18-4- ….
SEA<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> So, my caption:<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> SUPERIOR COURT OF THE STATE OF WASHINGTON IN AND FOR
THE COUNTY OF <o:p></o:p></P>
<P class=MsoPlainText>> KING<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> SMALL ESTATE AFFIDAVIT<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> AFFIDAVIT OF -xxxx-- ( the beneficiary/
person handling the small <o:p></o:p></P>
<P class=MsoPlainText>> estate<o:p></o:p></P>
<P class=MsoPlainText>> matter)<o:p></o:p></P>
<P class=MsoPlainText>> FOR DISTRIBUTION OF DECEDENT’S
PROPERTY<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> Below that, I put the affidavit.<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> The Clerk did say " I can't remember if I've seen
someone file one of <o:p></o:p></P>
<P class=MsoPlainText>> these .." but she didn't bat an eye and just
went about the business <o:p></o:p></P>
<P class=MsoPlainText>> of taking it, giving me my cause #, and the stamp to
conform the <o:p></o:p></P>
<P class=MsoPlainText>> copies I took. I actually had my client issue
multiple originals as a <o:p></o:p></P>
<P class=MsoPlainText>> couple of the asset holders asked for the ORIGINAL
affidavit. I don't <o:p></o:p></P>
<P class=MsoPlainText>> know why a straight up conformed copy would not have
been good enough <o:p></o:p></P>
<P class=MsoPlainText>> but it was easy enough to accomodate the
request.<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> andrekita<o:p></o:p></P>
<P class=MsoPlainText>> Law Office of F. Andrekita Silva<o:p></o:p></P>
<P class=MsoPlainText>> 1325 Fourth Avenue, Suite 2000<o:p></o:p></P>
<P class=MsoPlainText>> Seattle, Washington 98101<o:p></o:p></P>
<P class=MsoPlainText>> 206-224-8288<o:p></o:p></P>
<P class=MsoPlainText>> <A href="http://www.seattle-silvalaw.com"><SPAN
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<<A href="http://www.seattle-silvalaw.com"><SPAN
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<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> Quoting Paul Neumiller
<pneumiller@hotmail.com<o:p></o:p></P>
<P class=MsoPlainText>> <<A href="mailto:pneumiller@hotmail.com"><SPAN
style="TEXT-DECORATION: none; COLOR: windowtext">mailto:pneumiller@hotmail.com</SPAN></A>>>:<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> Andrekita, how did you file
the Affidavit? Did you use a standard<o:p></o:p></P>
<P class=MsoPlainText>> masthead, and if yes, who did
you put as the parties? Was the cause<o:p></o:p></P>
<P class=MsoPlainText>> number as a civil action or a
probate action, or ??? Thanks, I’m<o:p></o:p></P>
<P class=MsoPlainText>> just trying to figure out how
you did this because I suspect the<o:p></o:p></P>
<P class=MsoPlainText>> court clerks in my county
would reject filing the Affidavit.<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
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contact the sender.<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> *From:* <A
href="mailto:wsbapt-bounces@lists.wsbarppt.com"><SPAN
style="TEXT-DECORATION: none; COLOR: windowtext">wsbapt-bounces@lists.wsbarppt.com</SPAN></A><o:p></o:p></P>
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<P class=MsoPlainText>>
<wsbapt-bounces@lists.wsbarppt.com<o:p></o:p></P>
<P class=MsoPlainText>> <<A
href="mailto:wsbapt-bounces@lists.wsbarppt.com"><SPAN
style="TEXT-DECORATION: none; COLOR: windowtext">mailto:wsbapt-bounces@lists.wsbarppt.com</SPAN></A>>>
*On Behalf Of* Andrekita<o:p></o:p></P>
<P class=MsoPlainText>> Silva<o:p></o:p></P>
<P class=MsoPlainText>> *Sent:* Thursday, March 7,
2019 2:35 PM<o:p></o:p></P>
<P class=MsoPlainText>> *To:* WSBA Probate &
Trust Listserv <wsbapt@lists.wsbarppt.com<o:p></o:p></P>
<P class=MsoPlainText>> <<A
href="mailto:wsbapt@lists.wsbarppt.com"><SPAN
style="TEXT-DECORATION: none; COLOR: windowtext">mailto:wsbapt@lists.wsbarppt.com</SPAN></A>>><o:p></o:p></P>
<P class=MsoPlainText>> *Subject:* Re: [WSBAPT] IRA
with "Estate" beneficiary, and RCW 11.62<o:p></o:p></P>
<P class=MsoPlainText>> small estate
affidavit<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> Eric<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> I had a similar situation
this past summer. I had a small estate and<o:p></o:p></P>
<P class=MsoPlainText>> one of the asset holders of
some stock options insisted on an EIN and<o:p></o:p></P>
<P class=MsoPlainText>> insisted that the asset
needed to be distributed to the estate, not<o:p></o:p></P>
<P class=MsoPlainText>> the
beneficiary.<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> After a few rounds of
communication, explaining the whole purpose for<o:p></o:p></P>
<P class=MsoPlainText>> the small affidavit procedure
being to avoid the cost of probate),<o:p></o:p></P>
<P class=MsoPlainText>> etc. and getting nowhere, I
filed the small estate affidavit with the<o:p></o:p></P>
<P class=MsoPlainText>> court.<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> I sent the conformed copy of
the affidavit (with its cause number and<o:p></o:p></P>
<P class=MsoPlainText>> date stamp received by
courthouse) to the asset holder with a copy of<o:p></o:p></P>
<P class=MsoPlainText>> the statute and again,
explained the purpose of the statute. I do not<o:p></o:p></P>
<P class=MsoPlainText>> ordinarily file the small
estate affidavit with the court. But, in<o:p></o:p></P>
<P class=MsoPlainText>> this case, it seemed to do
the trick. The asset holder had many<o:p></o:p></P>
<P class=MsoPlainText>> different versions of forms
and finally came up with the one that<o:p></o:p></P>
<P class=MsoPlainText>> addressed our
situation.<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> So, if you haven’t filed the
affidavit and gotten a cause number, try<o:p></o:p></P>
<P class=MsoPlainText>> that.<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> andrekita<o:p></o:p></P>
<P class=MsoPlainText>> Law Office of F. Andrekita
Silva<o:p></o:p></P>
<P class=MsoPlainText>> 1325 Fourth Avenue, Suite
2000<o:p></o:p></P>
<P class=MsoPlainText>> Seattle, Washington
98101<o:p></o:p></P>
<P class=MsoPlainText>> 206-224-8288<o:p></o:p></P>
<P class=MsoPlainText>> <A
href="http://www.seattle-silvalaw.com"><SPAN
style="TEXT-DECORATION: none; COLOR: windowtext">www.seattle-silvalaw.com</SPAN></A>
<<A href="http://www.seattle-silvalaw.com"><SPAN
style="TEXT-DECORATION: none; COLOR: windowtext">http://www.seattle-silvalaw.com</SPAN></A>><o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> Quoting Eric Nelsen
<Eric@sayrelawoffices.com<o:p></o:p></P>
<P class=MsoPlainText>> <<A
href="mailto:Eric@sayrelawoffices.com"><SPAN
style="TEXT-DECORATION: none; COLOR: windowtext">mailto:Eric@sayrelawoffices.com</SPAN></A>>>:<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> No,
not based on the information I have from the custodian. It's<o:p></o:p></P>
<P class=MsoPlainText>>
pretty clear that they want to (A) transfer the decedent's IRA<o:p></o:p></P>
<P class=MsoPlainText>>
investments into an "Estate IRA" with an EIN tied to the Estate,<o:p></o:p></P>
<P class=MsoPlainText>> and
then (B) let the PR direct them how to distribute the new<o:p></o:p></P>
<P class=MsoPlainText>>
Estate IRA. They don't want to collapse the steps and allow<o:p></o:p></P>
<P class=MsoPlainText>>
direct transfer to the three heirs.<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>>
Sincerely,<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>>
Eric<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> Eric
C. Nelsen<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> SAYRE
LAW OFFICES, PLLC<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> 1417
31st Ave South<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>>
Seattle WA 98144-3909<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> phone
206-625-0092<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> fax
206-625-9040<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>>
*From:* <A href="mailto:wsbapt-bounces@lists.wsbarppt.com"><SPAN
style="TEXT-DECORATION: none; COLOR: windowtext">wsbapt-bounces@lists.wsbarppt.com</SPAN></A><o:p></o:p></P>
<P class=MsoPlainText>>
<<A href="mailto:wsbapt-bounces@lists.wsbarppt.com"><SPAN
style="TEXT-DECORATION: none; COLOR: windowtext">mailto:wsbapt-bounces@lists.wsbarppt.com</SPAN></A>><o:p></o:p></P>
<P class=MsoPlainText>> [<A
href="mailto:wsbapt-bounces@lists.wsbarppt.com"><SPAN
style="TEXT-DECORATION: none; COLOR: windowtext">mailto:wsbapt-bounces@lists.wsbarppt.com</SPAN></A>]
*On Behalf Of* Jane <o:p></o:p></P>
<P class=MsoPlainText>> Bitz<o:p></o:p></P>
<P class=MsoPlainText>>
*Sent:* Thursday, March 07, 2019 11:29 AM<o:p></o:p></P>
<P class=MsoPlainText>> *To:*
WSBA Probate & Trust Listserv<o:p></o:p></P>
<P class=MsoPlainText>>
*Subject:* Re: [WSBAPT] IRA with "Estate" beneficiary, and RCW<o:p></o:p></P>
<P class=MsoPlainText>> 11.62
small estate affidavit<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>>
Eric:<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> Will
the IRA custodian consider distributing directly to the<o:p></o:p></P>
<P class=MsoPlainText>> three
beneficiaries of the “estate” with the proper<o:p></o:p></P>
<P class=MsoPlainText>>
documentation, essentially each heir claiming their 1/3 using the<o:p></o:p></P>
<P class=MsoPlainText>> lack
of probate affidavit?<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> Jane
Bitz.<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> Jane
G Bitz<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> Of
Counsel<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>>
Wolff, Hislop & Crockett, PLLC<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> 12209
E Mission, Suite 5<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>>
Spokane Valley WA 99206-4824<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> (509)
927-9700; FAX (509) 777-1800<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> <A
href="mailto:jbitz@whc-attorneys.com"><SPAN
style="TEXT-DECORATION: none; COLOR: windowtext">jbitz@whc-attorneys.com</SPAN></A>
<<A href="mailto:jane@jbitzlaw.com"><SPAN
style="TEXT-DECORATION: none; COLOR: windowtext">mailto:jane@jbitzlaw.com</SPAN></A>><o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> <o:p></o:p></P>
<P class=MsoPlainText>> <A
href="wlmailhtml:{40586D69-C0D0-4699-9649-B0CF878EF8F3}mid://00002732/!cid:image002.png@01D06C8A.419B0730cid:image002.jpg@01D4D4DC.05EE6470"><SPAN
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<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> /THE
CONTENTS OF THIS ELECTRONIC MAIL ARE CONFIDENTIAL AND<o:p></o:p></P>
<P class=MsoPlainText>>
PROTECTED BY THE ATTORNEY-CLIENT PRIVILEGE OR OTHER APPLICABLE<o:p></o:p></P>
<P class=MsoPlainText>>
PROTECTION. Any review, use, distribution or disclosure by<o:p></o:p></P>
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TELEPHONE and PROMPTLY DELETE this electronic mail. This
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<P class=MsoPlainText>>
cannot be modified without express written consent of Wolff,<o:p></o:p></P>
<P class=MsoPlainText>>
Hislop & Crockett, PLLC. Thank You./<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>>
*From:* <A href="mailto:wsbapt-bounces@lists.wsbarppt.com"><SPAN
style="TEXT-DECORATION: none; COLOR: windowtext">wsbapt-bounces@lists.wsbarppt.com</SPAN></A><o:p></o:p></P>
<P class=MsoPlainText>>
<<A href="mailto:wsbapt-bounces@lists.wsbarppt.com"><SPAN
style="TEXT-DECORATION: none; COLOR: windowtext">mailto:wsbapt-bounces@lists.wsbarppt.com</SPAN></A>><o:p></o:p></P>
<P class=MsoPlainText>>
<wsbapt-bounces@lists.wsbarppt.com<o:p></o:p></P>
<P class=MsoPlainText>>
<<A href="mailto:wsbapt-bounces@lists.wsbarppt.com"><SPAN
style="TEXT-DECORATION: none; COLOR: windowtext">mailto:wsbapt-bounces@lists.wsbarppt.com</SPAN></A>>>
*On Behalf Of* Eric<o:p></o:p></P>
<P class=MsoPlainText>>
Nelsen<o:p></o:p></P>
<P class=MsoPlainText>>
*Sent:* Thursday, March 7, 2019 11:04 AM<o:p></o:p></P>
<P class=MsoPlainText>> *To:*
WSBA Probate & Trust Listserv (<A
href="mailto:wsbapt@lists.wsbarppt.com"><SPAN
style="TEXT-DECORATION: none; COLOR: windowtext">wsbapt@lists.wsbarppt.com</SPAN></A><o:p></o:p></P>
<P class=MsoPlainText>>
<<A href="mailto:wsbapt@lists.wsbarppt.com"><SPAN
style="TEXT-DECORATION: none; COLOR: windowtext">mailto:wsbapt@lists.wsbarppt.com</SPAN></A>>)
<wsbapt@lists.wsbarppt.com<o:p></o:p></P>
<P class=MsoPlainText>>
<<A href="mailto:wsbapt@lists.wsbarppt.com"><SPAN
style="TEXT-DECORATION: none; COLOR: windowtext">mailto:wsbapt@lists.wsbarppt.com</SPAN></A>>><o:p></o:p></P>
<P class=MsoPlainText>>
*Subject:* [WSBAPT] IRA with "Estate" beneficiary, and RCW 11.62<o:p></o:p></P>
<P class=MsoPlainText>> small
estate affidavit<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> I
didn't think this was a first for me, but maybe it is--<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>>
Decedent had a small IRA that had the default "estate"<o:p></o:p></P>
<P class=MsoPlainText>>
beneficiary. Total value less than $30,000.<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>>
Submitted a small estate affidavit directing distribution to my<o:p></o:p></P>
<P class=MsoPlainText>>
client, for my client's account and also as agent for the other<o:p></o:p></P>
<P class=MsoPlainText>> two
heirs. Obviously my client isn't the PR of the Estate, but<o:p></o:p></P>
<P class=MsoPlainText>> just
a "successor" entitled to submit the affidavit, and also<o:p></o:p></P>
<P class=MsoPlainText>> agent
for the other heirs per their authorizations.<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>>
Custodian of the IRA refuses to distribute, because the "Estate"<o:p></o:p></P>
<P class=MsoPlainText>> is
the beneficiary, and therefore there must be a PR appointed<o:p></o:p></P>
<P class=MsoPlainText>> who
can receive the money on behalf of the "Estate."<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> Is
there no way around starting a probate in this scenario? I am<o:p></o:p></P>
<P class=MsoPlainText>>
thinking my client is stuck with starting a probate.<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>>
Sincerely,<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>>
Eric<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> Eric
C. Nelsen<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> SAYRE
LAW OFFICES, PLLC<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> 1417
31st Ave South<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>>
Seattle WA 98144-3909<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> phone
206-625-0092<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> fax
206-625-9040<o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> andrekita<o:p></o:p></P>
<P class=MsoPlainText>> Law Office of F. Andrekita
Silva<o:p></o:p></P>
<P class=MsoPlainText>> 1325 Fourth Avenue, Suite
2000<o:p></o:p></P>
<P class=MsoPlainText>> Seattle, Washington
98101<o:p></o:p></P>
<P class=MsoPlainText>> 206-224-8288<o:p></o:p></P>
<P class=MsoPlainText>> <A
href="http://www.seattle-silvalaw.com"><SPAN
style="TEXT-DECORATION: none; COLOR: windowtext">www.seattle-silvalaw.com</SPAN></A>
<<A href="http://www.seattle-silvalaw.com"><SPAN
style="TEXT-DECORATION: none; COLOR: windowtext">http://www.seattle-silvalaw.com</SPAN></A>><o:p></o:p></P>
<P class=MsoPlainText>><o:p></o:p></P>
<P class=MsoPlainText>> andrekita<o:p></o:p></P>
<P class=MsoPlainText>> Law Office of F. Andrekita Silva<o:p></o:p></P>
<P class=MsoPlainText>> 1325 Fourth Avenue, Suite 2000<o:p></o:p></P>
<P class=MsoPlainText>> Seattle, Washington 98101<o:p></o:p></P>
<P class=MsoPlainText>> 206-224-8288<o:p></o:p></P>
<P class=MsoPlainText>> <A href="http://www.seattle-silvalaw.com"><SPAN
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