<html><body><span style="font-family:Times New Roman; color:#000000; font-size:12pt;"><div>You likely have looked but for the record, my wills and maybe most I have seen have a 60 or 90 day survival clause so that the gift lapses if beneficiary does not survive decedent for that length of time</div><div><br></div><div><img id="sigimg0" title="signature image" src="cid:sigimg0@e28c24b6c3bbf8884ec2a559a55753a2" border="0" alt=""></div><div><br><br></div>
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-------- Original Message --------<br>
Subject: [WSBAPT] Death of beneficiary pending probate administration,<br>
with medicaid wrinkle<br>
From: Sarah McCarthy <<a href="mailto:sarah@kawlawyers.com">sarah@kawlawyers.com</a>><br>
Date: Fri, February 19, 2021 7:11 am<br>
To: "WSBA Probate & Trust Listserv" <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<br>
<div dir="ltr"><div class="gmail_default" style="font-family:garamond,serif;font-size:large">Brain trust: </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">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. </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">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. </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">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. <br></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"><b>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? </b></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">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. </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">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. </div><div class="gmail_default" style="font-family:garamond,serif;font-size:large"> </div><div class="gmail_default" style="font-family:garamond,serif;font-size:large">Sister would LOVE to avoid having to file a probate for brother, for obvious reasons...</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">Thanks all! </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"><div 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></div><div 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></div><div 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)"><font color="#222222" face="arial,helvetica,sans-serif">sarah@kawlawyers.com</font> <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></div><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"><div 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></div><div 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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