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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>
<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;color:#0563C1">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. If you have received this message in error, please call the sender
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</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:10.0pt;color:#2F5496"> <b>IRS Circular 230 Disclosure:</b> Any federal tax advice contained in this message, including attachments and enclosures, is not
intended or written to be used, and may not be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any tax-related matters addressed herein.</span><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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