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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:blue">I highly recommend Patrick Vail in Seattle.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black">Virginia C. Antipolo-Utt<br>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>G M<br>
<b>Sent:</b> Wednesday, November 04, 2020 1:00 PM<br>
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<p class="MsoNormal">I am looking for an attorney to help with a complex probate with possible fraud; CPA challenge, no notice of probate given to heirs, probate open for 3 years no action. Surviving spouse has spent $100,00 + defending the CPA, attorney lost
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<p class="MsoNormal">On Wed, Nov 4, 2020 at 12:45 PM <<a href="mailto:wsbapt-request@lists.wsbarppt.com">wsbapt-request@lists.wsbarppt.com</a>> wrote:<o:p></o:p></p>
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Today's Topics:<br>
<br>
1. Re: Valuation of Real Property Owned by an Estate<br>
(Philip N. Jones)<br>
2. Re: Valuation of Real Property Owned by an Estate (Inge Fordham)<br>
3. Re: Valuation of Real Property Owned by an Estate (Jane Bitz)<br>
4. Petition for Instructions (Sarah Duncan)<br>
5. Re: Petition for Instructions (Eric Nelsen)<br>
6. Looking for the original will of DANA LAWRENCE MCDONALD<br>
(Randolph Petgrave)<br>
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<br>
----------------------------------------------------------------------<br>
<br>
Message: 1<br>
Date: Tue, 3 Nov 2020 23:24:00 +0000<br>
From: "Philip N. Jones" <<a href="mailto:pjones@duffykekel.com" target="_blank">pjones@duffykekel.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Valuation of Real Property Owned by an Estate<br>
Message-ID:<br>
<<a href="mailto:MWHPR02MB2415AECF46F3FF590C67F283BC110@MWHPR02MB2415.namprd02.prod.outlook.com" target="_blank">MWHPR02MB2415AECF46F3FF590C67F283BC110@MWHPR02MB2415.namprd02.prod.outlook.com</a>><br>
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Content-Type: text/plain; charset="utf-8"<br>
<br>
I vote with Marcus. There is no hard-and-fast rule, but the tax-assessed value is usually not considered to be fair market value. A Comparative Market Analysis or a real appraisal is best. Perhaps the beneficiaries will agree in advance on using one or the
other.<br>
Phil Jones<br>
Philip N. Jones<br>
Duffy Kekel LLP<br>
Portland, OR<br>
<a href="mailto:pjones@duffykekel.com" target="_blank">pjones@duffykekel.com</a><br>
(503) 853-1482 cell<br>
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<br>
On Nov 3, 2020, at 2:19 PM, Inge Fordham <<a href="mailto:inge@fordhamlegal.com" target="_blank">inge@fordhamlegal.com</a>> wrote:<br>
?<br>
Colleagues:<br>
<br>
In past probate cases I have handled with real property owned by the estate, the PR or administrator has either sold real property or conveyed it to a sole beneficiary. I now find myself dealing with a situation where the estate owns a townhome in which the
granddaughter (one of several beneficiaries under the will) is living and would like to retain. It is encumbered by a mortgage and unlikely the granddaughter can get approved to refinance or assume the mortgage. How does the PR determine the net value of
the townhome - it varies widely depending on whether the value is determined by the tax assessed value or appraised value. I have seen attorneys use both. Is there a bright line rule?<br>
<br>
Thank you,<br>
<br>
<br>
<image001.png><br>
Inge A. Fordham | Attorney<br>
Fordham Law, PLLC<br>
3218 Sixth Avenue | Tacoma, WA 98406<br>
Office: (253) 348-2657 | Mobile: (206) 778-3131<br>
<a href="http://www.fordhamlegal.com" target="_blank">www.fordhamlegal.com</a><<a href="http://www.fordhamlegal.com" target="_blank">http://www.fordhamlegal.com</a>><br>
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Message: 2<br>
Date: Tue, 3 Nov 2020 23:26:21 +0000<br>
From: Inge Fordham <<a href="mailto:inge@fordhamlegal.com" target="_blank">inge@fordhamlegal.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Valuation of Real Property Owned by an Estate<br>
Message-ID: <<a href="mailto:074AC443-C58F-4C02-A154-92DC7F118DD2@fordhamlegal.com" target="_blank">074AC443-C58F-4C02-A154-92DC7F118DD2@fordhamlegal.com</a>><br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
Thanks, Marcus. The decedent?s loan will not remain in place under any circumstances. Either the granddaughter assumes the loan (based on approval of the mortgage company, which will result in transferring the mortgage into her name) or she gets refinanced.
Assuming she cannot qualify for either, the estate will be forced to sell.<br>
<br>
<br>
[uc%3fexport=download&id=1W3rEcChy0_E0cCfV5up02mkhwnL6eWIs&revid=0B4P5JoIHdbFaR29EbHlRWHFseFV5STZpSUVGeUNPWldkVDFVPQ]<br>
Inge A. Fordham | Attorney<br>
Fordham Law, PLLC<br>
3218 Sixth Avenue | Tacoma, WA 98406<br>
Office: (253) 348-2657 | Mobile: (206) 778-3131<br>
<a href="http://www.fordhamlegal.com" target="_blank">www.fordhamlegal.com</a><<a href="http://www.fordhamlegal.com" target="_blank">http://www.fordhamlegal.com</a>><br>
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From: <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>> on behalf of Marcus Fry <<a href="mailto:mfry@lyon-law.com" target="_blank">mfry@lyon-law.com</a>><br>
Reply-To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Date: Tuesday, November 3, 2020 at 3:15 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Valuation of Real Property Owned by an Estate<br>
<br>
Inge:<br>
My 2 cents.<br>
<br>
I would get a current market analysis (or broker?s opinion of value) for the realtor (some do it for free others charge $50-$150) and then have the PR communicate with the other heirs to see if there is any disagreement with regard to value. Saves the cost
of a formal appraisal if there is no dispute based upon the CMA/Broker?s Opinion. I would use current value for the purposes of distribution rather than date of death value. No different than $100000 sitting in the estate account at death, and then being
worth $100,500 at time of distribution.<br>
<br>
Note: Not a big fan of the PR leaving decedent?s loan in place for decedent?s granddaughter. Make sure you send NTC to lender and make sure granddaughter provides proof of homeowner insurance to provide as much protection to PR as possible. I would say get
an indemnity, but given that granddaughter has poor credit, may not be worth anything.<br>
<br>
<br>
Marcus J. Fry<br>
Lyon, Weigand & Gustafson, P.S.<br>
<br>
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From: <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>] On Behalf Of Inge Fordham<br>
Sent: Tuesday, November 03, 2020 2:56 PM<br>
To: WSBA Probate & Trust Listserv<br>
Subject: Re: [WSBAPT] Valuation of Real Property Owned by an Estate<br>
<br>
That?s my thought as well. Just wanted to see what other folks do under these circumstances. For purposes of determining estate income tax, do we need an appraisal for the value at date of death and at also at date of disposition? I?m not an accountant,
but my understanding is that an increase in the value of the property in excess of $600 in a calendar year triggers estate income tax.<br>
<br>
<br>
[uc%3fexport=download&id=1W3rEcChy0_E0cCfV5up02mkhwnL6eWIs&revid=0B4P5JoIHdbFaR29EbHlRWHFseFV5STZpSUVGeUNPWldkVDFVPQ]<br>
Inge A. Fordham | Attorney<br>
Fordham Law, PLLC<br>
3218 Sixth Avenue | Tacoma, WA 98406<br>
Office: (253) 348-2657 | Mobile: (206) 778-3131<br>
<a href="http://www.fordhamlegal.com" target="_blank">www.fordhamlegal.com</a><<a href="http://www.fordhamlegal.com" target="_blank">http://www.fordhamlegal.com</a>><br>
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From: <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>> on behalf of Eric Nelsen <<a href="mailto:Eric@sayrelawoffices.com" target="_blank">Eric@sayrelawoffices.com</a>><br>
Reply-To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Date: Tuesday, November 3, 2020 at 2:42 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Valuation of Real Property Owned by an Estate<br>
<br>
For purposes of valuing a distribution to the granddaughter, where other beneficiaries could be prejudiced if it's misvalued, I would get a certified appraisal. I never used assessed value for these situations.<br>
<br>
Sincerely,<br>
<br>
Eric<br>
<br>
Eric C. Nelsen<br>
Sayre Law Offices, PLLC<br>
1417 31st Ave South<br>
Seattle WA 98144-3909<br>
206-625-0092<br>
<a href="mailto:eric@sayrelawoffices.com" target="_blank">eric@sayrelawoffices.com</a><mailto:<a href="mailto:eric@sayrelawoffices.com" target="_blank">eric@sayrelawoffices.com</a>><br>
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From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>> On Behalf Of Inge Fordham<br>
Sent: Tuesday, November 3, 2020 2:16 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] Valuation of Real Property Owned by an Estate<br>
<br>
Colleagues:<br>
<br>
In past probate cases I have handled with real property owned by the estate, the PR or administrator has either sold real property or conveyed it to a sole beneficiary. I now find myself dealing with a situation where the estate owns a townhome in which the
granddaughter (one of several beneficiaries under the will) is living and would like to retain. It is encumbered by a mortgage and unlikely the granddaughter can get approved to refinance or assume the mortgage. How does the PR determine the net value of
the townhome - it varies widely depending on whether the value is determined by the tax assessed value or appraised value. I have seen attorneys use both. Is there a bright line rule?<br>
<br>
Thank you,<br>
<br>
<br>
[uc%3fexport=download&id=1W3rEcChy0_E0cCfV5up02mkhwnL6eWIs&revid=0B4P5JoIHdbFaR29EbHlRWHFseFV5STZpSUVGeUNPWldkVDFVPQ]<br>
Inge A. Fordham | Attorney<br>
Fordham Law, PLLC<br>
3218 Sixth Avenue | Tacoma, WA 98406<br>
Office: (253) 348-2657 | Mobile: (206) 778-3131<br>
<a href="http://www.fordhamlegal.com" target="_blank">www.fordhamlegal.com</a><<a href="http://www.fordhamlegal.com" target="_blank">http://www.fordhamlegal.com</a>><br>
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Message: 3<br>
Date: Tue, 3 Nov 2020 23:35:17 +0000<br>
From: Jane Bitz <<a href="mailto:jbitz@whc-attorneys.com" target="_blank">jbitz@whc-attorneys.com</a>><br>
To: "'WSBA Probate & Trust Listserv'" <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Valuation of Real Property Owned by an Estate<br>
Message-ID:<br>
<<a href="mailto:CY4PR2001MB1061333224574DA67637CE3CF6110@CY4PR2001MB1061.namprd20.prod.outlook.com" target="_blank">CY4PR2001MB1061333224574DA67637CE3CF6110@CY4PR2001MB1061.namprd20.prod.outlook.com</a>><br>
<br>
Content-Type: text/plain; charset="utf-8"<br>
<br>
If the granddaughter is a named beneficiary of the Estate and if the condo could be a non-prorata distribution of her share of the estate, then she does not have to qualify for a refinance for the property to be distributed to her.<br>
<br>
Garn -St. Germain is a Federal Act that protects family members of the deceased, as long as they keep the mortgage current after the death of the original person who incurred the mortgage obligation.<br>
Garn ? St. Germain Act 1982<br>
12 U.S. Code ? 1701j?3 - Preemption of due-on-sale prohibitions<br>
(a) Definitions<br>
For the purpose of this section?<br>
(1) the term ?due-on-sale clause? means a contract provision which authorizes a lender, at its option, to declare due and payable sums secured by the lender?s security instrument if all or any part of the property, or an interest therein, securing the real
property loan is sold or transferred without the lender?s prior written consent;<br>
(2) the term ?lender? means a person or government agency making a real property loan or any assignee or transferee, in whole or in part, of such a person or agency;<br>
(3) the term ?real property loan? means a loan, mortgage, advance, or credit sale secured by a lien on real property, the stock allocated to a dwelling unit in a cooperative housing corporation, or a residential manufactured home, whether real or personal property;
and<br>
(4) the term ?residential manufactured home? means a manufactured home as defined in section 5402<<a href="http://www.law.cornell.edu/uscode/html/uscode42/usc_sec_42_00005402----000-.html" target="_blank">http://www.law.cornell.edu/uscode/html/uscode42/usc_sec_42_00005402----000-.html</a>>
(6)<<a href="http://www.law.cornell.edu/uscode/html/uscode42/usc_sec_42_00005402----000-.html#6" target="_blank">http://www.law.cornell.edu/uscode/html/uscode42/usc_sec_42_00005402----000-.html#6</a>> of title 42<<a href="http://www.law.cornell.edu/uscode/html/uscode42/usc_sup_01_42.html" target="_blank">http://www.law.cornell.edu/uscode/html/uscode42/usc_sup_01_42.html</a>>
which is used as a residence; and<br>
(5) the term ?State? means any State of the United States, the District of Columbia, the Commonwealth of Puerto Rico, the Virgin Islands, Guam, the Northern Mariana Islands, American Samoa, and the Trust Territory of the Pacific Islands.<br>
. . . .<br>
<br>
(d) Exemption of specified transfers or dispositions<br>
With respect to a real property loan secured by a lien on residential real property containing less than five dwelling units, including a lien on the stock allocated to a dwelling unit in a cooperative housing corporation, or on a residential manufactured home,
a lender may not exercise its option pursuant to a due-on-sale clause upon?<br>
<br>
(1) the creation of a lien or other encumbrance subordinate to the lender?s security instrument which does not relate to a transfer of rights of occupancy in the property;<br>
(2) the creation of a purchase money security interest for household appliances;<br>
(3) a transfer by devise, descent, or operation of law on the death of a joint tenant or tenant by the entirety;<br>
(4) the granting of a leasehold interest of three years or less not containing an option to purchase;<br>
(5) a transfer to a relative resulting from the death of a borrower;<br>
(6) a transfer where the spouse or children of the borrower become an owner of the property;<br>
(7) a transfer resulting from a decree of a dissolution of marriage, legal separation agreement, or from an incidental property settlement agreement, by which the spouse of the borrower becomes an owner of the property;<br>
(8) a transfer into an inter vivos trust in which the borrower is and remains a beneficiary and which does not relate to a transfer of rights of occupancy in the property; or<br>
(9) any other transfer or disposition described in regulations prescribed by the Federal Home Loan Bank Board.<br>
<br>
Jane G. Bitz<br>
Of Counsel<br>
Wolff, Hislop & Crockett, PLLC<br>
12209 E. Mission Ave, Suite 5<br>
Spokane Valley, WA 99206-4824<br>
(509) 927-9700 x126<br>
FAX: (509) 777-1800<br>
<br>
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error, PLEASE NOTIFY ME BY E-MAIL, FAX OR TELEPHONE and PROMPTLY DELETE this electronic mail. This mail cannot be modified without express written consent of Wolff, Hislop & Crockett, PLLC. Thank You.<br>
<br>
<br>
<br>
<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>> On Behalf Of Eric Nelsen<br>
Sent: Tuesday, November 3, 2020 2:39 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Valuation of Real Property Owned by an Estate<br>
<br>
For purposes of valuing a distribution to the granddaughter, where other beneficiaries could be prejudiced if it's misvalued, I would get a certified appraisal. I never used assessed value for these situations.<br>
<br>
Sincerely,<br>
<br>
Eric<br>
Eric C. Nelsen<br>
Sayre Law Offices, PLLC<br>
1417 31st Ave South<br>
Seattle WA 98144-3909<br>
206-625-0092<br>
<a href="mailto:eric@sayrelawoffices.com" target="_blank">eric@sayrelawoffices.com</a><mailto:<a href="mailto:eric@sayrelawoffices.com" target="_blank">eric@sayrelawoffices.com</a>><br>
<br>
Covid-19 Update - All attorneys are working remotely during regular business hours and are available via email and by phone; please call the Seattle office. Videoconferencing also is available. Signing of estate planning documents can be completed and will
be handled on a case-by-case basis; please call the Seattle office.<br>
<br>
MAIL AND DELIVERIES can be received at the Seattle office. For any other needed arrangements, please call the Seattle office.<br>
<br>
From: <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>> <<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>>>
On Behalf Of Inge Fordham<br>
Sent: Tuesday, November 3, 2020 2:16 PM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a><mailto:<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>>><br>
Subject: [WSBAPT] Valuation of Real Property Owned by an Estate<br>
<br>
Colleagues:<br>
<br>
In past probate cases I have handled with real property owned by the estate, the PR or administrator has either sold real property or conveyed it to a sole beneficiary. I now find myself dealing with a situation where the estate owns a townhome in which the
granddaughter (one of several beneficiaries under the will) is living and would like to retain. It is encumbered by a mortgage and unlikely the granddaughter can get approved to refinance or assume the mortgage. How does the PR determine the net value of
the townhome - it varies widely depending on whether the value is determined by the tax assessed value or appraised value. I have seen attorneys use both. Is there a bright line rule?<br>
<br>
Thank you,<br>
<br>
<br>
[uc%3fexport=download&id=1W3rEcChy0_E0cCfV5up02mkhwnL6eWIs&revid=0B4P5JoIHdbFaR29EbHlRWHFseFV5STZpSUVGeUNPWldkVDFVPQ]<br>
Inge A. Fordham | Attorney<br>
Fordham Law, PLLC<br>
3218 Sixth Avenue | Tacoma, WA 98406<br>
Office: (253) 348-2657 | Mobile: (206) 778-3131<br>
<a href="http://www.fordhamlegal.com" target="_blank">www.fordhamlegal.com</a><<a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.fordhamlegal.com&d=DwMGaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=QdyRUSI4IjN8jHONJV63CB7QV6AxGix1TpuYc8c6Rww&m=soYh8cFA3k9F6FTmk_09bLqVoyv63JQ1kJWJxWZ4nxs&s=HBk0TMrTG7IjsDzbWmg6YbdQHpsdEpA2Z_4eSckJhZU&e=" target="_blank">https://urldefense.proofpoint.com/v2/url?u=http-3A__www.fordhamlegal.com&d=DwMGaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=QdyRUSI4IjN8jHONJV63CB7QV6AxGix1TpuYc8c6Rww&m=soYh8cFA3k9F6FTmk_09bLqVoyv63JQ1kJWJxWZ4nxs&s=HBk0TMrTG7IjsDzbWmg6YbdQHpsdEpA2Z_4eSckJhZU&e=</a>><br>
<br>
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<br>
Message: 4<br>
Date: Wed, 4 Nov 2020 16:55:00 +0000<br>
From: Sarah Duncan <<a href="mailto:sdunc@adamslawyers.com" target="_blank">sdunc@adamslawyers.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] Petition for Instructions<br>
Message-ID:<br>
<<a href="mailto:MWHPR1301MB21919E9D442ECC86C3A99C6FC7EF0@MWHPR1301MB2191.namprd13.prod.outlook.com" target="_blank">MWHPR1301MB21919E9D442ECC86C3A99C6FC7EF0@MWHPR1301MB2191.namprd13.prod.outlook.com</a>><br>
<br>
Content-Type: text/plain; charset="us-ascii"<br>
<br>
Hello list mates. I am filing a Petition for Instructions in Snohomish County under the Cy Pres doctrine (RCW 11.96A.127) to ask the court to redirect the charitable share of a Will where the charity is no longer in existence.<br>
<br>
My question is whether we can file our petition under our same probate cause number and set a hearing on the Commissioner's calendar, or whether we need to file it a separate TEDRA petition and set a hearing on the Judge's civil motions calendar?<br>
<br>
Does anyone know?<br>
<br>
Thanks,<br>
___________________________________________<br>
Sarah E. Duncan<br>
Attorney<br>
Adams & Duncan, Inc., P.S.<br>
3128 Colby Avenue<br>
Everett, WA 98201<br>
(425) 339-8556<br>
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Message: 5<br>
Date: Wed, 4 Nov 2020 17:29:46 +0000<br>
From: Eric Nelsen <<a href="mailto:Eric@sayrelawoffices.com" target="_blank">Eric@sayrelawoffices.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: Re: [WSBAPT] Petition for Instructions<br>
Message-ID:<br>
<<a href="mailto:57DC2058F333E340877E551711127784F34056D1@SBS2011.SayreLawOffices.local">57DC2058F333E340877E551711127784F34056D1@SBS2011.SayreLawOffices.local</a>><br>
<br>
Content-Type: text/plain; charset="us-ascii"<br>
<br>
Practically speaking I would want to treat that as a petition within the probate itself, and give notice to all parties. However, I think the statute may technically appear to require a separate action under TEDRA. The issue of substituting a new charity for
one named in the Will is probably "the determination of any class of...devisees, legatees" and/or "the determination of [a] question arising in the administration of the estate [including without limitation]...(i) the construction of wills" which are "matters"
under TEDRA. RCW 11.96A.020(2), subsecs. (a) and (c)(i).<br>
<br>
I think it makes little sense to file such a thing as a separate action; it's counterproductive and potentially misleading to have to track down multiple case numbers for instructions to a PR, or determine who is to receive property under the will.<br>
<br>
Re filing TEDRA always as a separate action: I investigated this at one point, and discovered that I think this is an unfortunate effect of the statewide clerk's association unknowingly working at cross-purposes to the original intent of the law. The statute,
RCW 11.96A.090(2)<<a href="https://app.leg.wa.gov/RCW/default.aspx?cite=11.96A.090" target="_blank">https://app.leg.wa.gov/RCW/default.aspx?cite=11.96A.090</a>>, formerly allowed filing TEDRA petitions within the probate OR as a separate action, and I think
that was intentional, so that things like removal of a PR could be handled with TEDRA procedures directly under the relevant cause number.<br>
<br>
But the clerk's association lobbied to have it amended to always require a separate action, because it was an administrative headache in some fashion to have an action filed within a probate case, and collect another filing fee, and track it as a litigation
matter, etc.. The only person testifying in committee was from the clerk's association in support of the bill; there was no opposition. I doubt that the RPPT section or anyone else was even aware of it, or if they were aware, it seemed innocuous at first glance.
So it got amended, and the original intent has been impaired somewhat by always having to file in a separate action. See Laws 2013, c 246 sec. 2<<a href="http://lawfilesext.leg.wa.gov/biennium/2013-14/Pdf/Bills/Session%20Laws/Senate/5135-S.SL.pdf?cite=2013%20c%20246%20%C2%A7%202" target="_blank">http://lawfilesext.leg.wa.gov/biennium/2013-14/Pdf/Bills/Session%20Laws/Senate/5135-S.SL.pdf?cite=2013%20c%20246%20%C2%A7%202</a>>.<br>
<br>
I think that TEDRA was really supposed to allow a proceeding-within-a-probate, kind of like an adversary proceeding inside a bankruptcy, to standardize the process for bringing a contested matter in front of the judge. But I don't think it is very clear when
it should be used or not used even for something arguably within the rather vague definition of "matter," and the 2013 amendment forcing separate actions has really confused things even more. For example, a petition for a family support award is now technically
supposed to be a separate action. RCW 11.54.090<<a href="https://app.leg.wa.gov/RCW/default.aspx?cite=11.54&full=true#11.54.090" target="_blank">https://app.leg.wa.gov/RCW/default.aspx?cite=11.54&full=true#11.54.090</a>>. Clearly that was not the original
intent; but the 2013 change to RCW 11.96A.090(2) leads to that result.<br>
<br>
Sincerely,<br>
<br>
Eric<br>
<br>
Eric C. Nelsen<br>
Sayre Law Offices, PLLC<br>
1417 31st Ave South<br>
Seattle WA 98144-3909<br>
206-625-0092<br>
<a href="mailto:eric@sayrelawoffices.com" target="_blank">eric@sayrelawoffices.com</a><mailto:<a href="mailto:eric@sayrelawoffices.com" target="_blank">eric@sayrelawoffices.com</a>><br>
<br>
Covid-19 Update - All attorneys are working remotely during regular business hours and are available via email and by phone; please call the Seattle office. Videoconferencing also is available. Signing of estate planning documents can be completed and will
be handled on a case-by-case basis; please call the Seattle office.<br>
<br>
MAIL AND DELIVERIES can be received at the Seattle office. For any other needed arrangements, please call the Seattle office.<br>
<br>
From: <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>> On Behalf Of Sarah Duncan<br>
Sent: Wednesday, November 4, 2020 8:55 AM<br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] Petition for Instructions<br>
<br>
Hello list mates. I am filing a Petition for Instructions in Snohomish County under the Cy Pres doctrine (RCW 11.96A.127) to ask the court to redirect the charitable share of a Will where the charity is no longer in existence.<br>
<br>
My question is whether we can file our petition under our same probate cause number and set a hearing on the Commissioner's calendar, or whether we need to file it a separate TEDRA petition and set a hearing on the Judge's civil motions calendar?<br>
<br>
Does anyone know?<br>
<br>
Thanks,<br>
___________________________________________<br>
Sarah E. Duncan<br>
Attorney<br>
Adams & Duncan, Inc., P.S.<br>
3128 Colby Avenue<br>
Everett, WA 98201<br>
(425) 339-8556<br>
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<br>
Message: 6<br>
Date: Wed, 4 Nov 2020 18:01:15 +0000<br>
From: Randolph Petgrave <<a href="mailto:RandGrave@msn.com" target="_blank">RandGrave@msn.com</a>><br>
To: WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
Subject: [WSBAPT] Looking for the original will of DANA LAWRENCE<br>
MCDONALD<br>
Message-ID:<br>
<<a href="mailto:MWHPR20MB13750770C6E34D10967998B6BBEF0@MWHPR20MB1375.namprd20.prod.outlook.com" target="_blank">MWHPR20MB13750770C6E34D10967998B6BBEF0@MWHPR20MB1375.namprd20.prod.outlook.com</a>><br>
<br>
Content-Type: text/plain; charset="us-ascii"<br>
<br>
Listmates,<br>
<br>
I am looking for an original last will and testament for DANA LAWRENCE MCDONALD.<br>
<br>
My PC is one of his surviving sons and we would obviously like to submit for probate.<br>
<br>
Regards,<br>
Randy<br>
<br>
<br>
Petgrave & Petgrave, PLLC<br>
<br>
Attorneys at Law<br>
<br>
Mailing: P.O. Box 2831<br>
<br>
Issaquah, WA 98027<br>
<br>
<br>
<br>
Direct: (206) 240-9148<br>
<br>
Fax: (206) 260-2710<br>
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End of WSBAPT Digest, Vol 74, Issue 7<br>
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