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<p class="MsoNormal">I have similar questions concerning a client with an out-of-state RLT who subsequently relocated to and acquired real property in Washington State. Is the best option to revoke the prior RLT and execute a new RLT or LW&T in Washington,
or to have the prior (out-of-state) law firm that prepared the RLT amend the RLT to include the Washington property? Any thoughts would be appreciated.<o:p></o:p></p>
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<b><span style="font-size:13.0pt;font-family:"Cambria",serif;color:#203864">Inge A. Fordham | Attorney</span></b><b><span style="font-size:13.0pt;font-family:"Cambria",serif;color:black"><o:p></o:p></span></b></p>
<p class="MsoNormal" style="margin-bottom:3.0pt"><span style="font-size:12.0pt;font-family:"Cambria",serif;color:black">Fordham Law, PLLC<o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:12.0pt;color:black">From: </span></b><span style="font-size:12.0pt;color:black"><wsbapt-bounces@lists.wsbarppt.com> on behalf of Mark Nusz <mark.nusz@westwardlaw.org><br>
<b>Reply-To: </b>WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Date: </b>Wednesday, February 19, 2020 at 2:47 PM<br>
<b>To: </b>"wsbapt@lists.wsbarppt.com" <wsbapt@lists.wsbarppt.com><br>
<b>Subject: </b>[WSBAPT] Ancillary Probate (But, no other Probate case)<o:p></o:p></span></p>
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<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>
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<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.
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<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;color:#0563C1">www.westwardlawpllc.com</span></b></a>
| <b><span style="font-size:10.0pt">Mukilteo, WA – Mount Vernon, WA – Bellingham, WA</span></b><o:p></o:p></p>
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