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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal><span style='color:#3B3838'>Thanks for your input, Brent. This was a testamentary appointment and the will does state, “if she at any time declines, fails or is unable to act, or if she resigns, dies or become incapacitated after qualifying, I appoint [her brother] to act as PR.” I was wondering the same thing – could this trigger the back-up and allow for the appointment of that person as POA?<o:p></o:p></span></p><p class=MsoNormal><span style='color:#3B3838'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#3B3838'>My reading of RCW 11.125.240 seems to allow it since the Will does not expressly deny it: <o:p></o:p></span></p><p class=MsoNormal style='mso-margin-top-alt:auto;margin-bottom:7.5pt'><b><span style='font-size:13.5pt;font-family:"Helvetica",sans-serif;color:black'>RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.125.240" target="_blank"><span style='color:#7DAB8A'>11.125.240</span></a></span></b><span style='font-size:12.0pt'><o:p></o:p></span></p><p class=MsoNormal style='mso-margin-top-alt:auto;margin-bottom:7.5pt;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial'><b><span style='font-size:13.5pt;font-family:"Helvetica",sans-serif;color:black'>Agent</span></b><b><span style='font-size:13.5pt;font-family:"Times New Roman",serif;color:black'>—</span></b><b><span style='font-size:13.5pt;font-family:"Helvetica",sans-serif;color:black'>Authority over principal's property.</span></b><span style='font-size:12.0pt'><o:p></o:p></span></p><p class=MsoNormal style='background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial'><span style='color:#3B3838'> </span><span style='font-size:12.0pt;font-family:"Helvetica",sans-serif;color:black'>An agent under a power of attorney may, subject to the requirements of RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.125.140" target="_blank"><b><span style='color:#7DAB8A'>11.125.140</span></b></a>, and in particular RCW<a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.125.140" target="_blank"><b><span style='color:#7DAB8A'>11.125.140</span></b></a>(2)(f), do the following on behalf of the principal or with the principal's property </span><span style='font-size:12.0pt;font-family:"Helvetica",sans-serif'>only if the power of attorney expressly grants the agent the authority <span style='color:red'>and exercise of the authority is not otherwise prohibited by another agreement or instrument to which the authority or property is subject</span></span><span style='font-size:12.0pt;color:red'>: ….<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;color:red'><o:p> </o:p></span></p><p class=MsoNormal>Would love to hear any other thoughts on the subject. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Thanks! - Yvette<o:p></o:p></p><p class=MsoNormal><span style='color:#3B3838'><o:p> </o:p></span></p><p class=MsoNormal><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> <b>On Behalf Of </b>Brent Williams-Ruth<br><b>Sent:</b> Friday, May 17, 2019 9:38 AM<br><b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br><b>Subject:</b> Re: [WSBAPT] Temporary POA for PR?<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><div><div><p class=MsoNormal><span style='font-size:12.0pt'>I believe the first step in this falls into the new WAPOA in what people call the "hot powers" - specifically - because their role as PR is truly that of the fiduciary over the decedent's estate. So first, I would make sure that they have a valid POA that expressly states that they are granting the authority to their agent. Second, I would look to see how they were appointed - do they have the right to pass, even temporarily, to anoher OR if this was a testamentary assignment does the will have language that assigned a back-up if they are "unable, unwilling, or unavailable" to act - because if that situation, would the fact that they are unavailable potentially trigger the back-up to spring into action?<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt'>I have not seen or heard about this being litigated since the new Act took effect, but I am curious as to the legal requirement vs. practical outcome (especially, if you have non-intervention powers).<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt'>Best of luck. Sorry I am not able to give definitive direction but wanted to weigh in so that I could follow the conversation!<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt'>Brent<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:12.0pt'><o:p> </o:p></span></p></div><div><p class=MsoNormal style='mso-margin-top-alt:auto;margin-bottom:7.5pt;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial'><b><span style='font-size:13.5pt;font-family:"Helvetica",sans-serif;color:black'>RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.125.240" target="_blank"><span style='color:#7DAB8A'>11.125.240</span></a></span></b><span style='font-size:12.0pt'><o:p></o:p></span></p><p class=MsoNormal style='mso-margin-top-alt:auto;margin-bottom:7.5pt;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial'><b><span style='font-size:13.5pt;font-family:"Helvetica",sans-serif;color:black'>Agent</span></b><b><span style='font-size:13.5pt;font-family:"Times New Roman",serif;color:black'>—</span></b><b><span style='font-size:13.5pt;font-family:"Helvetica",sans-serif;color:black'>Authority over principal's property.</span></b><span style='font-size:12.0pt'><o:p></o:p></span></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;text-indent:.5in;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial'><span style='font-size:15.0pt;font-family:"Helvetica",sans-serif;color:black'>(1) An agent under a power of attorney may, subject to the requirements of RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.125.140" target="_blank"><b><span style='color:#7DAB8A'>11.125.140</span></b></a>, and in particular RCW<a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.125.140" target="_blank"><b><span style='color:#7DAB8A'>11.125.140</span></b></a>(2)(f), do the following on behalf of the principal or with the principal's property </span><span style='font-size:15.0pt;font-family:"Helvetica",sans-serif;color:red'>only if the power of attorney expressly grants the agent the authority </span><span style='font-size:15.0pt;font-family:"Helvetica",sans-serif;color:black'>and exercise of the authority is not otherwise prohibited by another agreement or instrument to which the authority or property is subject:</span><span style='font-size:12.0pt'><o:p></o:p></span></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;text-indent:.5in;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial'><span style='font-size:15.0pt;font-family:"Helvetica",sans-serif;color:red'>(a) Create, amend, revoke, or terminate an inter vivos trust;</span><span style='font-size:12.0pt'><o:p></o:p></span></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;text-indent:.5in;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial'><span style='font-size:15.0pt;font-family:"Helvetica",sans-serif;color:red'>(b) Make a gift;</span><span style='font-size:12.0pt'><o:p></o:p></span></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;text-indent:.5in;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial'><span style='font-size:15.0pt;font-family:"Helvetica",sans-serif;color:red'>(c) Create or change rights of survivorship;</span><span style='font-size:12.0pt'><o:p></o:p></span></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;text-indent:.5in;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial'><span style='font-size:15.0pt;font-family:"Helvetica",sans-serif;color:red'>(d) Create or change a beneficiary designation;</span><span style='font-size:12.0pt'><o:p></o:p></span></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;text-indent:.5in;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial'><span style='font-size:15.0pt;font-family:"Helvetica",sans-serif;color:red'>(e) Delegate some but not all of the authority granted under the power of attorney, except as otherwise provided in RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.125.110" target="_blank"><b><span style='color:red'>11.125.110</span></b></a>(1);</span><span style='font-size:12.0pt'><o:p></o:p></span></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;text-indent:.5in;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial'><span style='font-size:15.0pt;font-family:"Helvetica",sans-serif;color:red'>(f) Waive the principal's right to be a beneficiary of a joint and survivor annuity, including a survivor benefit under a retirement plan;</span><span style='font-size:12.0pt'><o:p></o:p></span></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;text-indent:.5in;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial'><span style='font-size:15.0pt;font-family:"Helvetica",sans-serif;color:red'>(g) Exercise fiduciary powers that the principal has authority to delegate;</span><span style='font-size:12.0pt'><o:p></o:p></span></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;text-indent:.5in;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial'><span style='font-size:15.0pt;font-family:"Helvetica",sans-serif;color:red'>(h) Exercise any power of appointment in favor of anyone other than the principal;</span><span style='font-size:12.0pt'><o:p></o:p></span></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;text-indent:.5in;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial'><span style='font-size:15.0pt;font-family:"Helvetica",sans-serif;color:red'>(i) Create, amend, or revoke a community property agreement;</span><span style='font-size:12.0pt'><o:p></o:p></span></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;text-indent:.5in;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial'><span style='font-size:15.0pt;font-family:"Helvetica",sans-serif;color:red'>(j) Cause a trustee to make distributions of property held in trust under the same conditions that the principal could;</span><span style='font-size:12.0pt'><o:p></o:p></span></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;text-indent:.5in;background-image:initial;background-position:initial;background-size:initial;background-repeat:initial;background-origin:initial;background-clip:initial'><span style='font-size:15.0pt;font-family:"Helvetica",sans-serif;color:red'>(k) Make any other provisions</span><span style='font-size:12.0pt'><o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><div><div><p class=MsoNormal>On Fri, May 17, 2019 at 9:29 AM Yvette O'Connell <<a href="mailto:yvette.oconnell.law@gmail.com">yvette.oconnell.law@gmail.com</a>> wrote:<o:p></o:p></p></div><blockquote style='border:none;border-left:solid #CCCCCC 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-right:0in'><div><div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-family:"Bell MT",serif'>Dear Listmates,</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-family:"Bell MT",serif'> </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-family:"Bell MT",serif'>Personal Representative is traveling for a month and is in the process of selling some of the decedent’s real property. Can she appoint someone to act as temporary agent during her absence to conduct estate business? </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-family:"Bell MT",serif'> </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-family:"Bell MT",serif'>Thank you, Yvette</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-family:"Bell MT",serif'> </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:12.0pt;font-family:"Bell MT",serif'> </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><b><span style='font-family:"Gill Sans MT",sans-serif'>Yvette O’Connell</span></b><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-family:"Gill Sans MT",sans-serif;color:#538135'>Attorney at Law</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-family:"Gill Sans MT",sans-serif'> </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-family:"Gill Sans MT",sans-serif'>The Law Office of Yvette Smith O’Connell</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-family:"Gill Sans MT",sans-serif'>7801 Green Lake Dr. North, Seattle, WA 98103</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-family:"Gill Sans MT",sans-serif'>206/334-9949 </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-family:"Gill Sans MT",sans-serif'>Email<span style='color:#7F7F7F'>: </span><a href="mailto:YvetteOConnellLaw@gmail.com" target="_blank"><span style='color:windowtext'>YvetteOConnellLaw@gmail.com</span></a></span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-family:"Gill Sans MT",sans-serif'>Website:<span style='color:#7F7F7F'> </span><a href="http://www.yvetteoconnelllaw.com/" target="_blank"><span style='color:windowtext'>YvetteOConnellLaw.com</span></a></span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-family:"Calisto MT",serif'> </span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:7.0pt;font-family:"Arial",sans-serif;color:#222222'><br></span><span style='font-family:"Gill Sans MT",sans-serif;color:#222222'>NOTICE: This communication may contain privileged or other confidential information. If you have received it in error, please advise the sender by reply email and immediately delete the message and any attachments without copying or disclosing the contents. Thank you.</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'> <o:p></o:p></p></div></div><p class=MsoNormal>***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>_______________________________________________<br>WSBAPT mailing list<br><a href="mailto:WSBAPT@lists.wsbarppt.com" target="_blank">WSBAPT@lists.wsbarppt.com</a><br><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></p></blockquote></div><p class=MsoNormal><br clear=all><o:p></o:p></p><div><p class=MsoNormal><o:p> </o:p></p></div><p class=MsoNormal>-- <o:p></o:p></p><div><div><div><div><div><div><div><div><div><div><div><p><b><span style='font-family:"Times New Roman",serif'>Brent Williams-Ruth</span></b><span style='font-family:"Times New Roman",serif'> <br><i>Founding Member</i></span><o:p></o:p></p><p><b><span style='font-family:"Times New Roman",serif'>BWR Consulting, PLLC</span></b><o:p></o:p></p><p><span style='font-family:"Times New Roman",serif'>Office/Scheduling Phone:<span style='color:#004080'> </span>(425) 830-5134</span><o:p></o:p></p><p><span style='font-family:"Times New Roman",serif'>Direct Mobile: (206) 889-7919</span><o:p></o:p></p><p><span style='font-family:"Times New Roman",serif'><a href="mailto:brent@bwrconsults.com" target="_blank">e-mail</a> / <a href="http://www.bwrconsults.com" target="_blank">website</a> /</span><span style='font-size:9.5pt;font-family:"Times New Roman",serif'> </span><a href="http://www.facebook.com/bwrconsults" target="_blank"><span style='font-size:9.5pt;font-family:"Times New Roman",serif'>facebook</span></a><span style='font-size:9.5pt;font-family:"Times New Roman",serif'> / </span><o:p></o:p></p></div></div></div></div></div></div></div></div></div></div></div></div></body></html>