<div dir="ltr"><div class="gmail_default" style="font-size:large">I am in agreement w/those who cite CA as a state that allows a percentage of the Estate's value for fees.</div><div class="gmail_default" style="font-size:large">Which is one of the reasons Trusts are the preferred vehicle for the transfer of wealth in CA.</div><div class="gmail_default" style="font-size:large"><br></div><div class="gmail_default" style="font-size:large">Charging a percent of the estate in WA is not a recognized evaluator. It goes back to attributing time spent,</div><div class="gmail_default" style="font-size:large">value of services rendered, expertise and the rest. If the PR cannot account for his/her time/on specific tasks</div><div class="gmail_default" style="font-size:large">when fees are challenged there is trouble in the State of WA and the size of the estate will not help the</div><div class="gmail_default" style="font-size:large">PR much when it comes to accounting if the only thing the PR relies on is a percentage of the estate.</div><div class="gmail_default" style="font-size:large"><br></div><div class="gmail_default" style="font-size:large">It may be a factor to weigh, but the PR must produce some specific numbers/tasks.</div><div class="gmail_default" style="font-size:large"><br></div><div class="gmail_default" style="font-size:large">in my humble opinion. Licensed in both states.</div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Tue, Dec 1, 2020 at 4:55 PM Inge Fordham <<a href="mailto:inge@fordhamlegal.com">inge@fordhamlegal.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex">
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<p class="MsoNormal">While that may fly in other states (I believe it’s allowed in CA but don’t quote me), I don’t believe that passes muster in WA. I’ve always told PRs to keep detailed records of their time.<u></u><u></u></p>
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<b><span style="font-size:13pt;font-family:Cambria,serif;color:rgb(32,56,100)">Inge A. Fordham | Attorney</span></b><b><span style="font-size:13pt;font-family:Cambria,serif;color:black"><u></u><u></u></span></b></p>
<p class="MsoNormal" style="margin-bottom:3pt"><span style="font-size:12pt;font-family:Cambria,serif;color:black">Fordham Law, PLLC<u></u><u></u></span></p>
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<p class="MsoNormal"><b><span style="font-size:12pt;color:black">From: </span></b><span style="font-size:12pt;color:black"><<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>> on behalf of "G. Geoffrey Gibbs" <<a href="mailto:ggibbs@andersonhunterlaw.com" target="_blank">ggibbs@andersonhunterlaw.com</a>><br>
<b>Reply-To: </b>WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Date: </b>Tuesday, December 1, 2020 at 10:35 AM<br>
<b>To: </b>"<a href="mailto:jeff@bellanddavispllc.com" target="_blank">jeff@bellanddavispllc.com</a>" <<a href="mailto:jeff@bellanddavispllc.com" target="_blank">jeff@bellanddavispllc.com</a>>, WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject: </b>Re: [WSBAPT] Personal Representative Charges a Percent of the Estate as Personal Representative Fee<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:12pt">A percentage fee would not be approved in most of the counties in which I practice (absent a specific authorizing provision in the will).
</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:12pt"> </span><u></u><u></u></p>
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<p class="MsoNormal"><b><span style="font-size:9pt;font-family:Arial,sans-serif;color:black">G. Geoffrey Gibbs | Anderson Hunter Law Firm</span></b><span style="font-size:9pt;font-family:Arial,sans-serif">
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<span style="color:black">2707 Colby Avenue, Ste. 1001 Everett, WA 98201</span></span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:9pt;font-family:Arial,sans-serif">PO Box 5397, Everett, WA 98206-5397
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<p class="MsoNormal"><b>From:</b> <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>>
<b>On Behalf Of </b>Jeff Davis<br>
<b>Sent:</b> Tuesday, December 1, 2020 10:24 AM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Personal Representative Charges a Percent of the Estate as Personal Representative Fee<u></u><u></u></p>
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<p class="MsoNormal">Listmates, <u></u><u></u></p>
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<p class="MsoNormal">This is a new one for me in over 38 years of practice. Personal Representative does not keep track of time but claims that she and her husband spent hundreds of hours working on behalf of the estate. Put aside the issue of the husband
wanting to be paid for his time from the estate, their attorney is now telling me that the PR can charge, as her fee, 3% of the value of the estate however you figure that out. This probate has been going on for over a year with no inventory or accounting,
yet the estate is ready to close. And yes, I had brought a motion to remove the PR months ago, but put if off as PR was moving ahead with liquidating assets. Your thoughts on the “legality” of the fee?<u></u><u></u></p>
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<p class="MsoNormal">Jeff Davis<u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:10pt;font-family:Tahoma,sans-serif;color:black">W. Jeff Davis, Esq.</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Tahoma,sans-serif;color:black">BELL & DAVIS PLLC<br>
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Sequim WA 98382<br>
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