<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=us-ascii">
<meta name="Generator" content="Microsoft Word 15 (filtered medium)">
<!--[if !mso]><style>v\:* {behavior:url(#default#VML);}
o\:* {behavior:url(#default#VML);}
w\:* {behavior:url(#default#VML);}
.shape {behavior:url(#default#VML);}
</style><![endif]--><style><!--
/* Font Definitions */
@font-face
{font-family:Helvetica;
panose-1:2 11 6 4 2 2 2 2 2 4;}
@font-face
{font-family:"Cambria Math";
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
@font-face
{font-family:Verdana;
panose-1:2 11 6 4 3 5 4 4 2 4;}
@font-face
{font-family:"Arial Rounded MT Bold";
panose-1:2 15 7 4 3 5 4 3 2 4;}
@font-face
{font-family:Californian;}
@font-face
{font-family:"Brush Script MT";
panose-1:3 6 8 2 4 4 6 7 3 4;}
@font-face
{font-family:"Edwardian Script ITC";
panose-1:3 3 3 2 4 7 7 13 8 4;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
margin-bottom:.0001pt;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:#0563C1;
text-decoration:underline;}
a:visited, span.MsoHyperlinkFollowed
{mso-style-priority:99;
color:#954F72;
text-decoration:underline;}
p.msonormal0, li.msonormal0, div.msonormal0
{mso-style-name:msonormal;
mso-margin-top-alt:auto;
margin-right:0in;
mso-margin-bottom-alt:auto;
margin-left:0in;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
span.EmailStyle18
{mso-style-type:personal;
font-family:"Calibri",sans-serif;
color:windowtext;}
span.EmailStyle19
{mso-style-type:personal-reply;
font-family:"Verdana",sans-serif;
color:windowtext;
font-weight:normal;
font-style:normal;}
.MsoChpDefault
{mso-style-type:export-only;
font-size:10.0pt;}
@page WordSection1
{size:8.5in 11.0in;
margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
{page:WordSection1;}
--></style><!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]-->
</head>
<body lang="EN-US" link="#0563C1" vlink="#954F72">
<div class="WordSection1">
<p class="MsoNormal"><span style="font-size:13.0pt;font-family:"Verdana",sans-serif">First, the argument that he signed the POA while the husband was incompetent seems to be your best argument and if supported by H’s doctors, should invalidate anything signed.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:13.0pt;font-family:"Verdana",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:13.0pt;font-family:"Verdana",sans-serif">Second, the changing of a beneficiary on life insurance policy: After the passing of the WA Uniform Power of Attorney Act (RCW 11.125), my new POA form has a provision that
the person signing the POA must initial when certain rights are being granted to the designated agent. One of these is for changing of beneficiary designations. I’m sure you have reviewed the POA signed but might take another look. Here is what ours states
and if not initialed, not valid for beneficiary designation changes:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:13.0pt;font-family:"Verdana",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in;text-align:justify"><b><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Optional Specific Powers.</span></b><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> My spouse, while
acting as my Attorney-in-Fact, may exercise all of the powers below. In addition to the general power provided above, I give my alternate Agent on the specific powers below, that I have identified by placing my initials on the line proceeding that power.
<span style="background:yellow;mso-highlight:yellow">The absence of my initials indicates that my alternate Agent shall not have the listed power.</span>
<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in;text-align:justify"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in;text-align:justify"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">_________ To create, amend, revoke or terminate an inter vivos trust;<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in;text-align:justify"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">_________ To make one or more gifts, consistent with RCW 11.125.390(3), in an amount per donee which exceed the annual dollar
limits of the federal gift tax exclusion under internal revenue code section 2503(b), 26 U.S.C Sec. 2503(b), as amended;<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in;text-align:justify"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">_________ To create or change rights of survivorship;<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in;text-align:justify"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">_________
<span style="background:yellow;mso-highlight:yellow">To create or change a beneficiary designation;</span><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-left:.5in;text-align:justify"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">_________ To waive my right to be a beneficiary of a joint and survivor annuity, including a survivor benefit under retirement
plan;…<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:13.0pt;font-family:"Verdana",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:13.0pt;font-family:"Verdana",sans-serif">Third, even if the above arguments fail, you indicate the wife needs the monies to support her son. The monies in the blocked account could be set up to support the son’s
needs and a guardian ad litem should be used for this purpose and assist in determination of what the funds might be used for.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:13.0pt;font-family:"Verdana",sans-serif"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><b><i><span style="font-size:14.0pt;font-family:"Arial Rounded MT Bold",sans-serif;color:#1F497D">Dalynne Singleton<o:p></o:p></span></i></b></p>
<p class="MsoNormal"><span style="font-size:14.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;color:#1F497D">Gourley Law Group<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;color:#1F497D">Snohomish Escrow<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;color:#1F497D">The Exchange Connection<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial Rounded MT Bold",sans-serif;color:#1F497D">1002 10<sup>th</sup> Street / PO Box 1091<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial Rounded MT Bold",sans-serif;color:#1F497D">Snohomish, WA 98291<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial Rounded MT Bold",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial Rounded MT Bold",sans-serif;color:#1F497D">360.568.5065<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial Rounded MT Bold",sans-serif;color:#1F497D">360.329.4079<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial Rounded MT Bold",sans-serif;color:#1F497D">360.568.8092 fax<o:p></o:p></span></p>
<p class="MsoNormal"><u><span style="font-size:12.0pt;font-family:"Arial Rounded MT Bold",sans-serif;color:#0563C1"><a href="mailto:dalynne@glgmail.com">dalynne@glgmail.com</a></span></u><span style="font-size:12.0pt;font-family:"Arial Rounded MT Bold",sans-serif;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><b><i><span style="font-size:14.0pt;color:black"><o:p> </o:p></span></i></b></p>
<p class="MsoNormal"><i><span style="font-size:12.0pt;font-family:Californian;color:black">LICENSED IN WASHINGTON AND OREGON</span></i><span style="font-size:12.0pt;font-family:Californian;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:black">IMPORTANT/CONFIDENTIAL: This e-mail message (and any attachments accompanying it) may contain confidential information, including information protected by attorney-client
privilege. The information is intended only for the use of the intended recipient(s). Delivery of this message to anyone other than the intended recipient(s) is not intended to waive any privilege or otherwise detract from the confidentiality of the message.
If you are not the intended recipient, or if this message has been addressed to you in error, do not read, disclose, reproduce, distribute, disseminate or otherwise use this transmission, rather, please promptly notify the sender by reply e-mail, and then
destroy all copies of the message and its attachments, if any.</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><a href="http://www.washingtonjustice.org/"><span style="color:windowtext;text-decoration:none"><img border="0" width="84" height="120" style="width:.875in;height:1.25in" id="_x0000_i1029" src="cid:image001.gif@01D4EEBB.721AA1B0" alt="cid:image001.gif@01D4A349.7B16AA10"></span></a><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#1F497D">
</span></b><a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.superlawyers.com_redir-3Fr-3Dhttp-3A__www.superlawyers.com_washington_lawyer_Gary-2DManca_ca059d21-2D1b6e-2D4fca-2Db396-2D80c253f82402.html-26c-3Demail-5FSmall-5Fbadge-26i-3Dca059d21-2D1b6e-2D4fca-2Db396-2D80c253f82402&d=DwMGaQ&c=4VfW4Y7UDKzr0jHM1Tk29w&r=wJy-5dBh2e8cdp8KTDyWsjq7WPfG_HRNpImWO5yfs2A&m=FCmO2jSMMhwxfYb-8WN5A3L-M6GKeJ_8gc6cS3vECHM&s=z2j9M4GPJAL7pempIOe0TGAPkMWrzXJSlY1lyMRDlRg&e=" title=""Visit the official website of Super Lawyers" "><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:blue;border:none windowtext 1.0pt;padding:0in;text-decoration:none"><img border="0" width="100" height="32" style="width:1.0416in;height:.3333in" id="_x0000_i1028" src="cid:image002.png@01D4EEBB.721AA1B0" alt="Rated by Super Lawyers"></span></a><span style="color:#1F497D"> </span><span style="color:black"><img border="0" width="155" height="120" style="width:1.6145in;height:1.25in" id="Picture_x0020_3" src="cid:image003.png@01D4EEBB.721AA1B0" alt="cid:image005.png@01D41461.BB016100"></span><span style="font-size:12.0pt;font-family:"Helvetica",sans-serif;color:black">
</span><span style="color:black"><o:p></o:p></span></p>
</div>
<p class="MsoNormal"><span style="font-size:13.0pt;font-family:"Verdana",sans-serif"><o:p> </o:p></span></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Hillary Dawn<br>
<b>Sent:</b> Monday, April 08, 2019 5:27 PM<br>
<b>To:</b> KCBA Real Property, Probate and Trust Law Discussion List <realpropertyprobatetrustlaw@lists.kcba.org>; WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Motion for Determination of Probate Asset?<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I’m wondering if anyone has any insight/exemplars they would be willing to share.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">H and W were married for ~ 20 years with one child (16). For the last year they were physically separated but not legally separated and dissolution proceedings were not started. H died after a brief illness and W opened probate. There are
some other nightmares we are dealing with (H’s brother got him to sign DPA and will when he likely was not competent, then changed his beneficiary designations). Most assets are not a problem, as they are pretty clearly community or separate. The big issue
is a life insurance policy around $250,000. The beneficiary was 100% W, but during his illness H’s brother used his DPA to change the beneficiary to 100% to the minor son. W has no funds and is struggling to support her son. We believe at least 1/2 of the
life insurance proceeds should be hers as her interest in the community property, and have found case law to support that. Unfortunately, the life insurance company firmly states they will only disburse the funds to the son in a blocked account.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I am thinking we should petition the court for a determination as to the proper distribution scheme of the funds, and an order directing the life insurance company to pay out according to that. Has anyone else done anything similar or have
a better tactic?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Much appreciated!<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:22.0pt;font-family:"Edwardian Script ITC"">Hillary L. Dawn<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Brush Script MT""><img border="0" width="245" height="68" style="width:2.552in;height:.7083in" id="Picture_x0020_1" src="cid:image008.jpg@01D4EEBC.DC9BD710" alt="cid:image004.jpg@01D41F45.E4AF3880"><br>
</span>Hillary L. Dawn<o:p></o:p></p>
<p class="MsoNormal">Attorney at Law<o:p></o:p></p>
<p class="MsoNormal">721 45<sup>th</sup> Street N.E.<o:p></o:p></p>
<p class="MsoNormal">Auburn, WA 98002<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:hdawn@vansiclen.com"><span style="color:blue">hdawn@vansiclen.com</span></a><o:p></o:p></p>
<p class="MsoNormal">Office: 253-859-8899<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Visit us on the web: <a href="http://www.vansiclen.com/"><span style="color:blue">www.vansiclen.com</span></a><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Like us on: <span style="font-family:"Times New Roman",serif">
<img border="0" width="14" height="14" style="width:.1458in;height:.1458in" id="Picture_x0020_2" src="cid:image009.jpg@01D4EEBC.DC9BD710" alt="cid:image005.jpg@01D41F45.E4AF3880">
</span><a href="https://www.facebook.com/VSSF.law"><span style="font-family:"Times New Roman",serif;color:blue">facebook.com/VSSF.law</span></a><span style="font-family:"Times New Roman",serif"><o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:blue">NOTICE:</span><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:navy">
</span><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:black">The contents of this message, including any attachments, may be protected by attorney-client privilege, the work product doctrine or other applicable legal protections.</span><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:navy">
</span><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:black">If you are not the intended recipient or have received this message in error, please notify the sender and promptly delete the message. Thank you for your cooperation.</span><span style="font-size:6.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:blue">CLIENT ADVISORY:</span><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:maroon"> </span><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:navy">
</span><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:black">A spam filter is in use in our IT system. If you have not received a Reply to an e-mail message within forty-eight hours, please call or leave a voice mail message with the receptionist
at 253.859.8899.</span><span style="font-size:6.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:blue">IRS CIRCULAR 230 DISCLAIMER: </span><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:navy">
</span><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:black">To ensure compliance with requirements imposed by the IRS, I inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or
written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code; or (ii) promoting, marketing or recommending to another party any transaction or tax-related matter addressed herein.</span><span style="font-size:6.0pt;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
</body>
</html>