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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">I think there are options, depending on how cooperative everyone is. The goal is for your PR to get either court direction or agreement among all bene's heirs,
on who should get bene's distribution from your PR's estate.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">1. Your PR or the bene's heirs can do an adjudication of testacy per
<a href="https://app.leg.wa.gov/RCW/default.aspx?cite=11.20.020">RCW 11.20.020(1)</a>,
<a href="https://app.leg.wa.gov/RCW/default.aspx?cite=11.28.330">RCW 11.28.330</a> and
<a href="https://app.leg.wa.gov/RCW/default.aspx?cite=11.28.340">RCW 11.28.340</a>. That would avoid the need for a PR. The adjudication would confirm that the pour-over Will is valid and all distribution should be made to the successor Trustee of the RLT per
the terms of the Will. There is a four-month wait built into the procedure so it will cause delay, though.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">2. The bene's heirs could unanimously sign a TEDRA agreement that the Will is valid, that your PR should distribute to the successor Trustee of the RLT, and
they waive all claims against PR for improper distribution. This is riskier of course since it's not court-ordered, but I'm sure you know the circumstances and can evaluate if there is any likelihood of the pour-over Will being invalid, or something shady
happening with the Trustee, or anything like that.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D">Sincerely,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D">Eric<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D">Eric C. Nelsen<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D">SAYRE LAW OFFICES, PLLC<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D">1417 31st Ave South<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D">Seattle WA 98144-3909<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D">phone 206-625-0092<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1F497D">fax 206-625-9040<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:windowtext">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:windowtext"> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>David Hastings<br>
<b>Sent:</b> Friday, November 22, 2019 11:28 AM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Deceased Beneficiary with Living Trust<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:10.5pt;font-family:"-moz-fixed","serif"">Hi, all,
<br>
I have a probate case where one of the beneficiaries died after the decedent, but before distribution. I am told that all of this beneficiary's assets were in a living trust, and that he left a pour-over will to put any non-trust assets into the trust.
The bequest will be larger than $100,000.00. <br>
<br>
It looks like the beneficiary's heirs will need to open a probate just to transfer the bequest into the living trust. Is there any way we can distribute directly to the living trust instead? I feel like I've heard of this being done, but I haven't found
any authority for it. <br>
<br>
Thanks, <br>
<br>
-David <o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span class="moz-txt-tag"><span style="font-size:10.5pt;font-family:"-moz-fixed","serif"">-- </span></span><span style="font-size:10.5pt;font-family:"-moz-fixed","serif""><br>
<br>
David J. Hastings <br>
David Gates Law, Inc., P.S. <br>
PO Box 1865 <br>
10 NE Creelman Lane <br>
Belfair WA 98528 <br>
360.275.9505 <br>
Fax: 360.275.8398 <o:p></o:p></span></p>
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