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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link="#0563C1" vlink="#954F72"><div class=WordSection1><p class=MsoNormal>Mark:<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>I don’t think it’s accurate to say there’s no ancillary probate in WA. <a href="https://app.leg.wa.gov/RCW/default.aspx?cite=11.20.090">https://app.leg.wa.gov/RCW/default.aspx?cite=11.20.090</a><o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Ordinarily in your circumstances in my experience a probate has already been opened in the dominant jurisdiction of the decedent’s residence and I open an ancillary probate here. That would mean bring an exemplified copy of the Will up here. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>But with a CA resident, obviously you want to avoid CA probate if at all possible. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>It appears that our courts will assert jurisdiction. <a href="https://app.leg.wa.gov/rcw/default.aspx?cite=11.96A.040">https://app.leg.wa.gov/rcw/default.aspx?cite=11.96A.040</a><o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>The Will has to have met the requirements for validity in CA at the time of signing. I believe without being self-proving you would have to obtain declarations or affidavits from the witnesses. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>You’d have to more or less throw yourself on the mercy of the Commissioner as to nonintervention powers. What I’ve had success with in King County is having the interested parties sign on to the Petition and proposed Order. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>As for creditors, by analogy, I would belt and suspenders by publishing in both the county of residence in CA and in the county where the property is situated. Or, does CA have a non-probate creditor claims procedure? If so, do that in CA, since the property will pour over into the RLT. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>John J. Sullivan<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></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>Mark Nusz<br><b>Sent:</b> Wednesday, February 19, 2020 2:44 PM<br><b>To:</b> wsbapt@lists.wsbarppt.com<br><b>Subject:</b> [WSBAPT] Ancillary Probate (But, no other Probate case)<o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Hi All:<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>I have a new client coming on and need to work out a few of the wrinkles on this Out-of-State case.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>I understand that a probate case is a probate case in Washington (no such animal as an “ancillary” probate case in WA); however, I am most curious about cases where the decedent domicile was in another JDX (CA in this case) and decedent had an Living Trust (RLT), thereby negating the need for a probate in CA.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Now (of course), there is a WA piece of real property that is not in the trust and a Probate will be required here. This will be the first Probate case (no Probate case has been opened in the other state). <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>There is a CA Pour-Over Will, but that Will has not been adjudicated as far as I know. Original Will was “filed” in the County. So, I don’t think I’ll get an Order from down there to admit the Will up here. I’ll likely have to get the Will admitted here. I am wondering if I can get an exemplified copy of the Will from the CA County/Court. Will meets WA requirements, but not self-proving. Just get declarations from the witnesses?<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>So, if this is to be the one and only probate case, I am left wondering if creditors could come up to WA and file claims against the estate (and not just the WA real property). I do not expect this, but want to know what I could be getting into. I am planning on publishing and waiting the 4 months here in WA, regardless. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>I am also planning on petitioning for non-intervention powers as the Will does not mention those, although I’d like to handle with a beneficiary waiver. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Anything I am out in the weeds on here? <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>If someone has time to chat about this one, I would completely welcome it. Let me know.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Best,<o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><b><span style='font-size:10.0pt;color:black'>Mark D. Nusz</span></b><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><b><span style='font-size:10.0pt;color:black'>Westward LAW PLLC | (360) 364-5030 | </span></b><a href="http://www.westwardlawpllc.com/" target="_blank"><b><span style='font-size:10.0pt'>www.westwardlawpllc.com</span></b></a> | <b><span style='font-size:10.0pt'>Mukilteo, WA – Mount Vernon, WA – Bellingham, WA<o:p></o:p></span></b></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><b><span style='font-size:10.0pt;color:#2F5496'>Confidential:</span></b><span style='font-size:10.0pt;color:#2F5496'> This message is intended only for the addressee and may contain information that is privileged, confidential and/or attorney work product. If you are not the intended recipient, do not read, copy, retain or disseminate this message or any attachment. 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