<div dir="ltr"><div class="gmail_default" style="font-family:garamond,serif;font-size:large">Heather, yes, your input sounds exactly right to me, too. I wouldn't advise my client as PR of mom's estate to simply distribute a share to the beneficiary we "think" is the correct legal heir of the beneficiary's estate. I think notice to DSHS is going to be necessary whether it's a small estate affidavit or a probate. </div><div class="gmail_default" style="font-family:garamond,serif;font-size:large"><br></div><div class="gmail_default" style="font-family:garamond,serif;font-size:large">As to the survivorship question that was raised -- I should have mentioned in my original email that the son died about 9 months after mom, so definitely was a "survivor" under both the Will and the statute. </div><div class="gmail_default" style="font-family:garamond,serif;font-size:large"><br></div><div class="gmail_default" style="font-family:garamond,serif;font-size:large"><br></div><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><p style="margin:0in 0in 0pt"><b><span style="color:black;font-family:Arial,sans-serif"><font face="arial,helvetica,sans-serif">Sarah O’Farrell McCarthy</font></span></b></p><p style="margin:0in 0in 0pt"><font color="#000000" face="arial, helvetica, sans-serif"><b>(Pronouns: she / her)<br></b></font><font face="arial,helvetica,sans-serif">Attorney | <font color="#000000">Kelly, Arndt & Walker, <font color="#000000">Attorneys at Law, PLLP</font></font><font color="#000000"></font></font><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><span style="color:rgb(31,73,125)"><br></span><span style="color:black"><font face="arial,helvetica,sans-serif">6443 Harding Avenue | <span style="color:black"><font color="#000000">P.O. Box 290 | <font color="#000000">Clinton, WA 98236</font></font></span></font></span></font></font></font></font></font></font></font></font></font></font></p><p style="margin:0in 0in 0pt"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><span style="color:black"><font face="arial,helvetica,sans-serif"><span style="color:black"><font color="#000000"><span style="color:rgb(31,73,125)"></span></font></span></font></span><font face="arial, helvetica, sans-serif">(Located on Whidbey Island, Island County, Washington)<br></font><span style="color:black"><font face="arial,helvetica,sans-serif">Phone: (360) 341-1515 | Fax: (360) 341-3272</font><br><span style="color:rgb(31,73,125)"><a><font color="#222222" face="arial,helvetica,sans-serif">sarah@kawlawyers.com</font></a> <font color="#000000">| <span style="color:black"><span style="color:rgb(31,73,125)"><font color="#000000"><a href="http://www.kawlawyers.com" target="_blank">www.kawlawyers.com</a></font></span></span></font></span></span></font></font></font></font></font></font></font></font></font></font></p><font color="#000000" face="Times New Roman" size="3"><font color="#000000" face="Times New Roman" size="3"><font color="#000000" face="Times New Roman" size="3"><p style="margin:0in 0in 0pt"><font face="arial,helvetica,sans-serif"><span style="color:rgb(31,73,125);font-size:7.5pt"><br></span></font></p><p style="margin:0in 0in 0pt"><font face="arial,helvetica,sans-serif"><span style="color:rgb(31,73,125);font-size:7.5pt">This electronic message transmission contains information from the law firm of Kelly, Arndt & Walker, PLLP which may be confidential or privileged. 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This e-mail is NOT a contract and is not binding upon the author pursuant to CR 2A. This e-mail is, at most, a negotiation under ER 408.</font></span></p></font></font></font></div></div></div></div></div></div></div></div></div></div></div><br></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Fri, Feb 19, 2021 at 9:31 AM Heather de Vrieze <<a href="mailto:heatherd@westseattlelaw.com">heatherd@westseattlelaw.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"><span style="font-size:12pt">Think about the daughter(PR) as if each hat she wears is a different person, an exercise that helps me sort through these things sometimes.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt">If you were advising her solely as PR, you would not have her pay the person she believes is entitled to deceased brother’s share, but to get some legal authority, either letters testamentary, a small estate
affidavit or similar. Both of those would require notice to DSHS. <u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt">Heather<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:16pt;font-family:"Vladimir Script";color:rgb(31,73,125)">Heather S. de Vrieze</span><b><span style="font-size:16pt;color:rgb(31,73,125)"><br>
</span></b><i><span style="font-family:Garamond,serif;color:rgb(31,73,125)">Attorney-at-Law<u></u><u></u></span></i></p>
<p class="MsoNormal"><i><span style="font-family:Garamond,serif;color:rgb(31,73,125)"><img width="189" height="105" style="width: 1.9701in; height: 1.0895in;" id="gmail-m_-6779764548520218052Picture_x0020_1" src="cid:177bbd391d66917eb1"></span></i><i><span style="font-size:12pt;font-family:Garamond,serif;color:rgb(31,73,125)"><u></u><u></u></span></i></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Nyala;color:rgb(68,82,78)">3909 California Avenue SW<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:8pt;color:rgb(166,166,166)">CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information. If you have received this e-mail in error, please notify the sender immediately
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<p class="MsoNormal"><span style="font-size:12pt"><u></u> <u></u></span></p>
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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>Sarah McCarthy<br>
<b>Sent:</b> Friday, February 19, 2021 7:12 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] Death of beneficiary pending probate administration, with medicaid wrinkle<u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:18pt;font-family:Garamond,serif">Brain trust: <u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:18pt;font-family:Garamond,serif">Probate of mom's estate. Two 50/50 beneficiaries under Will are son and daughter. Son and daughter both survive mom. Daughter is PR of estate. <u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:18pt;font-family:Garamond,serif">Son then dies, pending probate administration, before assets are distributed. Son dies without a will, has no spouse or children. Only intestate heir is his sister, the PR of
mom's estate. So, sister is now legally entitled to her 50% share of mom's estate, as well as brother's 50% share of mom's estate. <u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:18pt;font-family:Garamond,serif">The wrinkle: brother's estate has at least one creditor - DSHS - he was on medicaid at death receiving long-term care services, though this care was only for a couple of months,
so not a huge medicaid estate recovery lien. <u></u><u></u></span></p>
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<p class="MsoNormal"><b><span style="font-size:18pt;font-family:Garamond,serif">Question: Does sister, as fiduciary for mom's estate, have a legal DUTY related to the proper legal administration of mom's estate, to initiate a probate for brother, notify
creditors, notify DSHS, and resolve the DSHS lien, before transferring what remains of his 50% of mom's estate to herself? </span></b><span style="font-size:18pt;font-family:Garamond,serif"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:18pt;font-family:Garamond,serif">Brother had no assets other than his 50% estate expectancy, so there would be no other reason to initiate a probate for him, unless sister has a legal DUTY to do so, as part of
closing out mom's probate estate. <u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:18pt;font-family:Garamond,serif">I've searched RCW 11 and can't find any indication of procedure if a beneficiary dies pending probate administration, and am not coming up with anything clear. <u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:18pt;font-family:Garamond,serif">Sister would LOVE to avoid having to file a probate for brother, for obvious reasons...<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:18pt;font-family:Garamond,serif">Thanks all! <u></u><u></u></span></p>
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<p style="margin:0in"><b><span style="font-family:Arial,sans-serif;color:black">Sarah O’Farrell McCarthy</span></b><u></u><u></u></p>
<p style="margin:0in"><b><span style="font-family:Arial,sans-serif;color:black">(Pronouns: she / her)<br>
</span></b><span style="font-family:Arial,sans-serif">Attorney | <span style="color:black">
Kelly, Arndt & Walker, Attorneys at Law, PLLP</span></span><span style="color:rgb(31,73,125)"><br>
</span><span style="font-family:Arial,sans-serif;color:black">6443 Harding Avenue | P.O. Box 290 | Clinton, WA 98236</span><u></u><u></u></p>
<p style="margin:0in"><span style="font-family:Arial,sans-serif;color:black">(Located on Whidbey Island, Island County, Washington)<br>
Phone: (360) 341-1515 | Fax: (360) 341-3272</span><span style="color:black"><br>
</span><span style="font-family:Arial,sans-serif;color:rgb(34,34,34)"><a href="mailto:sarah@kawlawyers.com" target="_blank">sarah@kawlawyers.com</a></span><span style="color:rgb(31,73,125)"> </span><span style="color:black">|
<a href="http://www.kawlawyers.com" target="_blank">www.kawlawyers.com</a></span><u></u><u></u></p>
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