<html><head><meta http-equiv="content-type" content="text/html; charset=utf-8"></head><body dir="auto">Thank you for your thoughts. However, the property is to go to the nephew and not the brother. I was thinking of filing a TEDRA, since all are in agreement, and then a Lack of Probate Affidavit, but the wording of the Affidavit statute seems to require that the parties be intestate heirs, and the nephew would not be a direct intestate heir. <br><br>Can you open an intestate estate when there is a lost Will? We would have the siblings decline to serve as PR, and consent to a non pro rata distribution to the nephew?<div><br><br><div dir="ltr"><span style="background-color: rgba(255, 255, 255, 0);">Sent from Amy's iPhone, which spells as it pleases and is not grammar correctly. </span></div><div dir="ltr"><br><blockquote type="cite">On Apr 22, 2021, at 6:28 AM, jeff@bellanddavispllc.com wrote:<br><br></blockquote></div><blockquote type="cite"><div dir="ltr"><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);}
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</o:shapelayout></xml><![endif]--><div class="WordSection1"><p class="MsoNormal">Amy,<o:p></o:p></p><p class="MsoNormal"><o:p> </o:p></p><p class="MsoNormal">I assume brother and sister are mom’s only heirs? I would open in intestate probate with son named as the administrator. Sister can assign her interest in the estate to her brother. Brother than deeds the house to himself. I believe that would work. <o:p></o:p></p><p class="MsoNormal"><o:p> </o:p></p><p class="MsoNormal"><o:p> </o:p></p><p class="MsoNormal">Jeff Davis<o:p></o:p></p><p class="MsoNormal"><o:p> </o:p></p><div><p class="MsoNormal"><b><span style="font-family:"Tahoma",sans-serif">W. Jeff Davis<o:p></o:p></span></b></p><p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">BELL & DAVIS PLLC</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black"><br>P.O. Box 510<o:p></o:p></span></p><p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black">720 E. Washington Street, Suite 105<br>Sequim WA 98382<br>Phone: (360) 683.1129 <br>Fax: (360) 683.1258 <br>email: </span><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif"><a href="mailto:jeff@bellanddavispllc.com"><span style="color:#0563C1">jeff@bellanddavispllc.com</span></a><span style="color:black"><br></span></span><a href="http://www.bellanddavispllc.com/" target="_blank"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif">www.bellanddavispllc.com</span></a><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black"><br> <br>The information contained in this e-mail message may be privileged, confidential, and protected from disclosure. If you are not the intended recipient, any dissemination, distribution, or copying is strictly prohibited. If you think that you have received this e-mail message in error, please e-mail the sender at </span><a href="mailto:info@bellanddavispllc.com"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif">info@bellanddavispllc.com</span></a><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black"> or call 360.683.1129.</span><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif"><o:p></o:p></span></p><p class="MsoNormal"><b><o:p> </o:p></b></p></div><p class="MsoNormal"><o:p> </o:p></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>Amy Goertz<br><b>Sent:</b> Wednesday, April 21, 2021 4:15 PM<br><b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br><b>Subject:</b> [WSBAPT] Non-Probate Property Transfer<o:p></o:p></p></div></div><p class="MsoNormal"><o:p> </o:p></p><div><div><div><div><p class="MsoNormal"><span style="font-size:13.5pt">Hello, learned property folks -</span><o:p></o:p></p></div><div><p class="MsoNormal"><o:p> </o:p></p></div><div><p class="MsoNormal"><span style="font-size:18.0pt">Wondering how best to accomplish a property transfer based on the following:</span><o:p></o:p></p></div><div><p class="MsoNormal"><o:p> </o:p></p></div><div><p class="MsoNormal"><span style="font-size:18.0pt">2005 Decedent drafts Will. I do not have this Will.</span><o:p></o:p></p></div><div><p class="MsoNormal"><o:p> </o:p></p></div><div><p class="MsoNormal"><span style="font-size:18.0pt">2006 Decedent drafts Codicil. Codicil lays out fact pattern that states decedent let nephew use her name and good credit to buy a house in Spokane (she lived there with him) and that he paid for everything and upon her death, any interest she has in the house goes to nephew.</span><o:p></o:p></p></div><div><p class="MsoNormal"><o:p> </o:p></p></div><div><p class="MsoNormal"><span style="font-size:18.0pt">2007 Decedent moves out of state with daughter and drafts new Will that revokes Codicil. 2007 Will leaves all to son and daughter equally. </span><o:p></o:p></p></div><div><p class="MsoNormal"><o:p> </o:p></p></div><div><p class="MsoNormal"><span style="font-size:13.5pt">2020 Decedent dies due to corona virus. Original 2007 Will is now lost. There is no probate and no assets other than the house in Spokane in mom’s name for which nephew made all financial contributions. </span><o:p></o:p></p></div><div><p class="MsoNormal"><o:p> </o:p></p></div><div><p class="MsoNormal"><span style="font-size:18.0pt">Son and daughter </span><span style="font-size:13.5pt">are familiar with facts and willing to sign documents as necessary to transfer any interest to nephew (their cousin).</span><o:p></o:p></p></div><div><p class="MsoNormal"><o:p> </o:p></p></div><div><p class="MsoNormal"><span style="font-size:13.5pt">I would very much appreciate your thoughts and input as to the best and most streamlined mechanism to get the house into the nephew’s name.</span><o:p></o:p></p></div></div><p class="MsoNormal"><o:p> </o:p></p><div><p class="MsoNormal"><div><image001.gif></div><o:p></o:p></p><div><div><div><div><p class="MsoNormal" style="margin-bottom:12.0pt"><i><span style="font-size:9.0pt;font-family:"Lucida Calligraphy";color:black">Amy</span></i><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p></div><div><p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p> </o:p></span></p></div><div><p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Lucida Calligraphy";color:black">Amy J. Goertz, J.D.</span></i><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p></div><div><p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Lucida Calligraphy";color:black">Goertz & Lambrecht PLLC</span></i><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p></div><div><div><p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><a href="mailto:amyjgoertz@icloud.com">amyjgoertz@icloud.com</a> <o:p></o:p></span></p></div><div><p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p> </o:p></span></p></div><div><p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">1.888.926.2607 phone<br>1.877.684.1627 fax<o:p></o:p></span></p></div><div><p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">Address for correspondence:<o:p></o:p></span></p></div><div><p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">2829 S. Grand Blvd., Suite 303<br>Spokane, WA 99203 <o:p></o:p></span></p></div><div><p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p> </o:p></span></p></div><div><p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">Additional office locations:<o:p></o:p></span></p></div><div><p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">510 Bell Street<br>Edmonds, WA 98020<o:p></o:p></span></p></div><div><p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p> </o:p></span></p></div><div><p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">Goertz & Lambrecht PLLC<o:p></o:p></span></p></div><div><p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><a href="http://www.goertzlambrecht.com/">www.goertzlambrecht.com</a><o:p></o:p></span></p></div></div><div><p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p> </o:p></span></p></div><div><p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p> </o:p></span></p></div></div><p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p> </o:p></span></p></div><p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p> </o:p></span></p></div><p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><br style="caret-color: rgb(0, 0, 0);font-variant-caps: normal;orphans: auto;text-align:start;widows: auto;-webkit-text-size-adjust: auto;-webkit-text-stroke-width: 0px;font-variant-ligatures: normal;font-variant-position: normal;font-variant-numeric: normal;font-variant-alternates: normal;font-variant-east-asian: normal;word-spacing:0px"><br></span><o:p></o:p></p></div><p class="MsoNormal"><o:p> </o:p></p></div></div></div><span>***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.***</span><br><span>_______________________________________________</span><br><span>WSBAPT mailing list</span><br><span>WSBAPT@lists.wsbarppt.com</span><br><span>http://mailman.fsr.com/mailman/listinfo/wsbapt</span></div></blockquote></div></body></html>