<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)">
<!--[if !mso]><style>v\:* {behavior:url(#default#VML);}
o\:* {behavior:url(#default#VML);}
w\:* {behavior:url(#default#VML);}
.shape {behavior:url(#default#VML);}
</style><![endif]--><style><!--
/* Font Definitions */
@font-face
{font-family:Helvetica;
panose-1:2 11 6 4 2 2 2 2 2 4;}
@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:Verdana;
panose-1:2 11 6 4 3 5 4 4 2 4;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
h3
{mso-style-priority:9;
mso-style-link:"Heading 3 Char";
mso-margin-top-alt:auto;
margin-right:0in;
mso-margin-bottom-alt:auto;
margin-left:0in;
font-size:13.5pt;
font-family:"Calibri",sans-serif;}
span.EmailStyle21
{mso-style-type:personal-reply;
font-family:"Times New Roman",serif;
color:windowtext;}
span.Heading3Char
{mso-style-name:"Heading 3 Char";
mso-style-priority:9;
mso-style-link:"Heading 3";
font-family:"Calibri",sans-serif;
font-weight:bold;}
.MsoChpDefault
{mso-style-type:export-only;
font-size:10.0pt;}
@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="#000000" vlink="purple" style="word-wrap:break-word">
<div class="WordSection1">
<h3 style="mso-margin-top-alt:3.75pt;margin-right:0in;margin-bottom:7.5pt;margin-left:0in;background:white">
<span style="font-size:14.0pt;font-family:"Times New Roman",serif;color:black;font-weight:normal">Let’s use precise terminology so that we all know what we are talking about. Heirs do not take under a will. Heirs take under intestacy, if there is no will.
RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.02.005"><span style="color:#2B674D">11.02.005</span></a>(6). Devisees take under a will.<o:p></o:p></span></h3>
<h3 style="mso-margin-top-alt:3.75pt;margin-right:0in;margin-bottom:7.5pt;margin-left:0in;background:white">
<span style="font-size:14.0pt;font-family:"Times New Roman",serif;color:black;font-weight:normal">Phil Jones<o:p></o:p></span></h3>
<h3 style="mso-margin-top-alt:3.75pt;margin-right:0in;margin-bottom:7.5pt;margin-left:0in;background:white">
<span style="font-family:"Helvetica",sans-serif;color:black"><o:p> </o:p></span></h3>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Philip N. Jones<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Duffy Kekel LLP<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">900 S.W. Fifth Ave. Suite 2500<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Portland, OR 97204<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><a href="mailto:pjones@duffykekel.com"><u><span style="color:#0563C1">pjones@duffykekel.com</span></u></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 226-1371 – office<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 853-1482 – cell<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 226-3574 - fax<o:p></o:p></span></p>
</div>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<div>
<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>michael@westseattleattorney.com<br>
<b>Sent:</b> Tuesday, March 9, 2021 2:07 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Listing Blood Relatives of Probate<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black">The usual question if they are not listed are is there a spouse and if there are minors. <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p> </o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><img border="0" width="500" height="100" style="width:5.2083in;height:1.0416in" id="sigimg0" src="cid:image001.png@01D714F2.BFBEC270"></span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p> </o:p></span></p>
</div>
<blockquote style="border:none;border-left:solid blue 1.5pt;padding:0in 0in 0in 6.0pt;margin-left:6.0pt;margin-top:5.0pt;margin-bottom:5.0pt" id="replyBlockquote">
<div id="wmQuoteWrapper">
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">-------- Original Message --------<br>
Subject: Re: [WSBAPT] Listing Blood Relatives of Probate<br>
From: <<a href="mailto:Jeff@bellanddavispllc.com"><span style="color:windowtext">Jeff@bellanddavispllc.com</span></a>><br>
Date: Tue, March 09, 2021 1:43 pm<br>
To: "'WSBA Probate & Trust Listserv'" <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style="color:windowtext">wsbapt@lists.wsbarppt.com</span></a>><o:p></o:p></span></p>
<div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">Eric,<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">You are right. I have never had push-back for listing “heirs” even when they do not take under the Will. The problem is the clients are not from here and have
a big distrust of our system. Why, I don’t know. I did cite the wrong notice statute, but you cited the correct provision. I conclude I do not have to list the “heirs” in the petition but must give them notice of the proceeding. The only difference is,
since the Will names the client as PR, I do not need to provide the notice under 11.28.330(3), regarding the time to challenge the appointment.
<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">Thanks for the input.<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">Jeff<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
</div>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<div>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">From:</span></b><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><u><span style="color:blue">wsbapt-bounces@lists.wsbarppt.com</span></u></a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><u><span style="color:blue">wsbapt-bounces@lists.wsbarppt.com</span></u></a>>
<b>On Behalf Of </b>Eric Nelsen<br>
<b>Sent:</b> Tuesday, March 9, 2021 1:18 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com"><u><span style="color:blue">wsbapt@lists.wsbarppt.com</span></u></a>><br>
<b>Subject:</b> Re: [WSBAPT] Listing Blood Relatives of Probate<o:p></o:p></span></p>
</div>
</div>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">So the objection is only to listing the names
<i>in the Petition</i>, and there is no objection to providing Notice of Appointment afterward?<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">I do it so routinely that I’ve never questioned the practice of listing everyone in the Petition.<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">I would compare the Will-probate statutes, RCW 11.20.020 and RCW 11.28.010, to the intestacy requirements, RCW 11.28.110. Seems to me from the statutes that proving
a Will does not require listing <i>anyone</i> in that Petition, heir or not. The requirement of listing the heirs in the Petition seems to come from the intestacy procedure, RCW 11.28.110. But under either circumstance, notice of appointment and pendency of
probate must be served on all heirs at law as well as all beneficiaries under the Will (if there is one). RCW 11.28.237.<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">In King County at least, the practice of listing heirs and Will beneficiaries in the petition is so routine, one might get pushback from a commissioner if it’s
not done. Even if there is no strict legal requirement.<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">I might ask more to find out what the underlying issue is. Maybe it’s just the symbolism of listing them in the Petition, but maybe they are under a misunderstanding
about what it signifies to have the name in the petition (basically, nothing).<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
</div>
<div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">Sincerely,<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">Eric<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">Eric C. Nelsen<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">Sayre Law Offices, PLLC<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">1417 31st Ave South<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">Seattle WA 98144-3909<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">206-625-0092<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"><a href="mailto:eric@sayrelawoffices.com" target="_blank"><u><span style="color:blue">eric@sayrelawoffices.com</span></u></a><o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black;background:aqua;mso-highlight:aqua">Covid-19 Update -
</span></b><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">All attorneys are working remotely during regular business hours and are available via email and by phone. Videoconferencing also is available. Signing of estate planning
documents can be completed and will be handled on a case-by-case basis. Please direct mail and deliveries to the Seattle office.<o:p></o:p></span></p>
</div>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
</div>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<div>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">From:</span></b><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank"><u><span style="color:blue">wsbapt-bounces@lists.wsbarppt.com</span></u></a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank"><u><span style="color:blue">wsbapt-bounces@lists.wsbarppt.com</span></u></a>>
<b>On Behalf Of </b><a href="mailto:Jeff@bellanddavispllc.com" target="_blank"><u><span style="color:blue">Jeff@bellanddavispllc.com</span></u></a><br>
<b>Sent:</b> Tuesday, March 9, 2021 11:47 AM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank"><u><span style="color:blue">wsbapt@lists.wsbarppt.com</span></u></a>><br>
<b>Subject:</b> [WSBAPT] Listing Blood Relatives of Probate<o:p></o:p></span></p>
</div>
</div>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">Listmates:<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">Decedent’s Will names his step-children as sole heirs. One step-child, who is the named PR, strenuously objects to listing the decedent’s living blood relatives
as heirs in the petition to admit the Will to probate. He wants their names removed from the petition. Question is do we need to list the blood relatives in the Petition, or just give them notice of the appointment and a copy of the Will? RCW 11.28.330
seem to say just give heirs notice of the appointment and their right to contest the appointment within four months?<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black"> <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif;color:black">Jeff Davis<o:p></o:p></span></p>
</div>
</div>
<div class="MsoNormal" align="center" style="text-align:center"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">
<hr size="2" width="100%" align="center">
</span></div>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:black">***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals
working in related fields, and others.***<br>
_______________________________________________<br>
WSBAPT mailing list<br>
<a href="mailto:WSBAPT@lists.wsbarppt.com"><u><span style="color:blue">WSBAPT@lists.wsbarppt.com</span></u></a><br>
<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt"><u><span style="color:blue">http://mailman.fsr.com/mailman/listinfo/wsbapt</span></u></a>
<o:p></o:p></span></p>
</div>
</blockquote>
</div>
</body>
</html>