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<p class="MsoNormal"><a name="_GoBack"></a><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Although this was a case about an attorney utilizing attorney’s rates while serving as PR, In re Estate of Dawson (2004-unpublished) provides
some good analysis regarding reasonableness of fees for a PR. Note, to my knowledge, our case law does not bar a percentage for a fee, but given that hourly rates have been the standard of practice here in Washington for decades, it would make it difficult
to get a finding of reasonableness for using a percentage. However, if the estate was insolvent at the outset and the PR was able to put in the work to not only pay debts but bring some inheritance to the estate’s heirs, I could see a court being persuaded
with a percentage take in such instance.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal" style="text-align:justify"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Marcus J. Fry<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">Lyon, Weigand & Gustafson, P.S.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:#1F497D">P.O. Box 1689
<br>
Yakima, Washington 98907 <br>
Telephone: (509) 248-7220 <br>
Facsimile: (509) 575-1883 <o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Jayne Gilbert<br>
<b>Sent:</b> Tuesday, December 01, 2020 7:14 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> Re: [WSBAPT] Personal Representative Charges a Percent of the Estate as Personal Representative Fee<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-size:18.0pt">I am in agreement w/those who cite CA as a state that allows a percentage of the Estate's value for fees.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:18.0pt">Which is one of the reasons Trusts are the preferred vehicle for the transfer of wealth in CA.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:18.0pt"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:18.0pt">Charging a percent of the estate in WA is not a recognized evaluator. It goes back to attributing time spent,<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:18.0pt">value of services rendered, expertise and the rest. If the PR cannot account for his/her time/on specific tasks<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:18.0pt">when fees are challenged there is trouble in the State of WA and the size of the estate will not help the<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:18.0pt">PR much when it comes to accounting if the only thing the PR relies on is a percentage of the estate.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:18.0pt"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:18.0pt">It may be a factor to weigh, but the PR must produce some specific numbers/tasks.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:18.0pt"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:18.0pt">in my humble opinion. Licensed in both states.<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">On Tue, Dec 1, 2020 at 4:55 PM Inge Fordham <<a href="mailto:inge@fordhamlegal.com">inge@fordhamlegal.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">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.<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-bottom:3.0pt"><b><span style="font-size:13.0pt;font-family:"Cambria","serif";color:#203864">Inge A. Fordham | Attorney</span></b><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-bottom:3.0pt"><span style="font-family:"Cambria","serif";color:black">Fordham Law, PLLC</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="color:black">From:
</span></b><span style="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</span><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">A percentage fee would not be approved in most of the counties in which I practice (absent a specific authorizing provision in the will).
<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:black">G. Geoffrey Gibbs | Anderson Hunter Law Firm</span></b><span style="font-size:9.0pt;font-family:"Arial","sans-serif"">
<br>
<span style="color:black">2707 Colby Avenue, Ste. 1001 Everett, WA 98201</span></span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:9.0pt;font-family:"Arial","sans-serif"">PO Box 5397, Everett, WA 98206-5397
<br>
<span style="color:black">Phone: (425) 252-5161 | Fax: (425) 258-3345</span></span>
<o:p></o:p></p>
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</span></b><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;font-family:"Arial","sans-serif";color:black"> <a href="http://www.andersonhunterlaw.com/" target="_blank">www.andersonhunterlaw.com</a></span>
<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><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<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Listmates,
<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">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?<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Jeff Davis<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <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;font-family:"Tahoma","sans-serif";color:black">W. Jeff Davis, Esq.</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;font-family:"Tahoma","sans-serif";color:black">BELL & DAVIS PLLC<br>
P.O. Box 510<br>
Sequim WA 98382<br>
Phone No.:(360) 683.1129 <br>
Fax No.: (360) 683.1258 <br>
email: <a href="mailto:info@bellanddavispllc.com" target="_blank">info@bellanddavispllc.com</a><br>
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<p class="MsoNormal"><span style="font-size:13.5pt">Jayne Marsh Gilbert</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:13.5pt">Gilbert and Gilbert Lawyers, PS</span><o:p></o:p></p>
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