<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8">
<meta name="Generator" content="Microsoft Word 15 (filtered medium)">
<style><!--
/* Font Definitions */
@font-face
{font-family:"Cambria Math";
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
@font-face
{font-family:Garamond;
panose-1:2 2 4 4 3 3 1 1 8 3;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:blue;
text-decoration:underline;}
span.EmailStyle20
{mso-style-type:personal-reply;
font-family:"Calibri",sans-serif;
color:windowtext;}
.MsoChpDefault
{mso-style-type:export-only;
font-family:"Calibri",sans-serif;}
@page WordSection1
{size:8.5in 11.0in;
margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
{page:WordSection1;}
--></style><!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]-->
</head>
<body lang="EN-US" link="blue" vlink="purple" style="word-wrap:break-word">
<div class="WordSection1">
<p class="MsoNormal">Assuming that son truly survived mom under the will and the Uniform Simultaneous Death act, If the amount is less than $100,000, then have a look at Chapter 11.62. I believe this is the only way that daughter can simply take the money.
However, she would have to make an affidavit, in her capacity as son’s heir, that the son has no debts, which it appears she knows is not true. Also, even if she paid the known debts first, she would be liable to creditors for two years after son’s death.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"> Steve <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<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 <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Death of beneficiary pending probate administration, with medicaid wrinkle<o:p></o:p></p>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<div>
<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Garamond",serif">Brain trust: <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Garamond",serif"><o:p> </o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:18.0pt;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. <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Garamond",serif"><o:p> </o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:18.0pt;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. <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Garamond",serif"><o:p> </o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:18.0pt;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. <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Garamond",serif"><o:p> </o:p></span></p>
</div>
<div>
<p class="MsoNormal"><b><span style="font-size:18.0pt;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:18.0pt;font-family:"Garamond",serif"><o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Garamond",serif"><o:p> </o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:18.0pt;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. <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Garamond",serif"><o:p> </o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:18.0pt;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. <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Garamond",serif"> <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Garamond",serif">Sister would LOVE to avoid having to file a probate for brother, for obvious reasons...<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Garamond",serif"><o:p> </o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Garamond",serif">Thanks all! <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Garamond",serif"><o:p> </o:p></span></p>
</div>
<div>
<div>
<div>
<div>
<div>
<div>
<div>
<div>
<div>
<div>
<div>
<p style="margin:0in"><b><span style="font-family:"Arial",sans-serif;color:black">Sarah O’Farrell McCarthy</span></b><o:p></o:p></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:#1F497D"><br>
</span><span style="font-family:"Arial",sans-serif;color:black">6443 Harding Avenue | P.O. Box 290 | Clinton, WA 98236</span><o:p></o:p></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:#222222"><a href="mailto:sarah@kawlawyers.com">sarah@kawlawyers.com</a></span><span style="color:#1F497D"> </span><span style="color:black">|
<a href="http://www.kawlawyers.com" target="_blank">www.kawlawyers.com</a></span><o:p></o:p></p>
<p style="margin:0in"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p> </o:p></span></p>
<p style="margin:0in"><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#1F497D">This electronic message transmission contains information from the law firm of Kelly, Arndt & Walker, PLLP which may be confidential or privileged. This information
is intended to be for the use of the individual or entity named above, If you are not the intended recipient, be aware that any further review, disclosure, printing, copying, distribution, or use of the contents of this transmission is prohibited. If you
have received this electronic message transmission in error, please notify us immediately by reply e-mail and delete the original message. Thank you</span><span style="font-size:8.0pt;font-family:"Arial",sans-serif;color:#1F497D">.
</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
<p style="margin:0in"><span style="font-size:8.0pt;font-family:"Arial",sans-serif;color:black"> </span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
<p style="margin:0in"><span style="font-size:7.5pt;font-family:"Arial",sans-serif;color:#44546A">We do not accept service of any kind by e-mail unless expressly authorized in writing by the attorney of record. 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.</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</body>
</html>