<div dir="ltr">Thanks.<div>Apparently the CIR partner may have to prove the CIR and probably has the burden of proof. I left out the scenario another complicating factor that the siblings of the deceased live in Asia</div><div><br></div><div>Marvin</div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Tue, Jun 4, 2019 at 3:17 PM Kerry Richards <<a href="mailto:krichards@lawgate.net">krichards@lawgate.net</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex">
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<p class="MsoNormal"><span style="font-size:11pt;font-family:Calibri,sans-serif;color:rgb(31,73,125)">Dear Marvin:<u></u><u></u></span></p>
<p class="MsoNormal" style="text-indent:0.5in"><span style="font-size:11pt;font-family:Calibri,sans-serif;color:rgb(31,73,125)">I am not sure the case law is all that clear in establishing a surviving CIR partner as an intestate heir. In fact, I believe such
a survivor would have to first establish there was a CIR and that could be somewhat difficult or problematic under the Deadman’s Statute. The particular asset may not have been established through earnings and accumulations during the CIR. If the account predates
the beginning of the relationship it may be the decedent’s separate property. And just how would one establish the beginning date of the CIR under the prohibitions of the Deadman’s Statute. There may be innovative ways, but at this writing they are not apparent
to me. Now, the survivor may be able to negotiate with the heirs at law under the Small Estate Affidavit to be the ultimate recipient of the accounts, but that would require some contact and negotiation.
<u></u><u></u></span></p>
<p class="MsoNormal" style="text-indent:0.5in"><span style="font-size:11pt;font-family:Calibri,sans-serif;color:rgb(31,73,125)">Just my thoughts.
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<p class="MsoNormal"><b><span style="font-size:11pt;font-family:Calibri,sans-serif;color:black">Yours Truly,<u></u><u></u></span></b></p>
<p class="MsoNormal"><b><span style="font-size:11pt;font-family:Calibri,sans-serif;color:black"><u></u> <u></u></span></b></p>
<p class="MsoNormal"><b><span style="font-size:11pt;font-family:Calibri,sans-serif;color:black">Kerry A. Richards, Attorney<u></u><u></u></span></b></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:Calibri,sans-serif;color:rgb(0,32,96)"><img width="130" height="42" id="gmail-m_-800436695498939609Picture_x0020_2" src="cid:16b2e58677e4cff311" alt="cid:image001.png@01D31B65.31A26710"><u></u><u></u></span></p>
<p class="MsoNormal"><b><span style="font-size:11pt;font-family:Calibri,sans-serif;color:black">The Law Offices of Michael W. Bugni & Associates, PLLC</span></b><span style="font-size:11pt;font-family:Calibri,sans-serif;color:black"><u></u><u></u></span></p>
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</span></b><span style="font-size:11pt;font-family:Calibri,sans-serif;color:black"><a href="mailto:krichards@lawgate.net" target="_blank">krichards@lawgate.net</a></span><span style="font-size:11pt;font-family:Calibri,sans-serif;color:rgb(109,0,101)"><u></u><u></u></span></p>
<p class="MsoNormal"><b><span style="font-size:11pt;font-family:Calibri,sans-serif;color:rgb(191,112,0)">TEL:</span></b><span style="font-size:11pt;font-family:Calibri,sans-serif;color:rgb(0,32,96)">
</span><span style="font-size:11pt;font-family:Calibri,sans-serif;color:black">206-365-5500<u></u><u></u></span></p>
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</span><span style="font-size:11pt;font-family:Calibri,sans-serif;color:black"><a href="http://www.lawgate.net/" target="_blank"><span style="color:black;text-decoration:none">www.lawgate.net</span></a></span><span style="font-size:11pt;font-family:Arial,sans-serif;color:rgb(0,32,96)"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:Calibri,sans-serif;color:rgb(31,73,125)"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:Calibri,sans-serif;color:rgb(31,73,125)"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt;font-family:Calibri,sans-serif;color:rgb(31,73,125)"><u></u> <u></u></span></p>
<p class="MsoNormal"><b><span style="font-size:10pt;font-family:Tahoma,sans-serif">From:</span></b><span style="font-size:10pt;font-family:Tahoma,sans-serif"> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Marvin Benson<br>
<b>Sent:</b> Tuesday, June 04, 2019 2:30 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> [WSBAPT] Small estate matter<u></u><u></u></span></p>
<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">HI all.<u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">Client is surviving committed intimate relationship partner. Deceased partner had a $20,000 bank account in Oregon (bank has offices in Washington and all across the US). and no will.<u></u><u></u></p>
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<p class="MsoNormal">Since a successor (per 11.62.005) includes an intestate heir, and the surviving CIR partner is an heir (per case law , right?) , can the surviving CIR partner execute the small estate affidavit?<u></u><u></u></p>
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<p class="MsoNormal">Am I stretching the law here? would there be problems?<u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">Thank you. <u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal"> Marvin Benson<u></u><u></u></p>
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