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<p class="MsoNormal"><span style="font-size:12.0pt">You cannot use a separate memorandum regarding tangible personal property for something like this.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt">RCW 11.12.260 provides what can be included as follows (highlighting mine):<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black;background:white">(4) As used in this section "tangible personal property" means articles of personal or household use or ornament, for example, furniture, furnishings,
automobiles, boats, airplanes, and jewelry, as well as precious metals in any tangible form, for example, bullion or coins. The term includes articles even if held for investment purposes and encompasses tangible property that is not real property. The term
does not include mobile homes or intangible property, for example, money that is normal currency or normal legal tender,
<span style="background:yellow;mso-highlight:yellow">evidences of indebtedness</span>, bank accounts or other monetary deposits, documents of title, or securities.</span><span style="font-size:12.0pt"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Vladimir Script";color:#1F497D">Heather S. de Vrieze</span><b><span style="font-size:16.0pt;color:#1F497D"><br>
</span></b><i><span style="font-family:"Garamond",serif;color:#1F497D">Attorney-at-Law<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Garamond",serif;color:#1F497D"><img width="189" height="105" style="width:1.9701in;height:1.0895in" id="Picture_x0020_1" src="cid:image001.jpg@01D74BD5.34E3CAA0"></span></i><i><span style="font-size:12.0pt;font-family:"Garamond",serif;color:#1F497D"><o:p></o:p></span></i></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">3909 California Avenue SW<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">Seattle, WA 98116-3705
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">(206)938-5500
<o:p></o:p></span></p>
<p class="MsoNormal"><a href="mailto:heatherd@westseattlelaw.com"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">heatherd@westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
<o:p></o:p></span></p>
<p class="MsoNormal"><a href="http://www.westseattlelaw.com/"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">www.westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
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<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#002E8A">Click here to connect with de Vrieze | Carney on Facebook:
</span></b><b><span style="color:#1F497D"> </span></b><a href="https://www.facebook.com/DeVriezeCarney"><b><span style="color:blue;text-decoration:none"><img border="0" width="72" height="21" style="width:.7537in;height:.2164in" id="Picture_x0020_2" src="cid:image002.png@01D74BD5.34E3CAA0" alt="FB Logo"></span></b></a><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:#A6A6A6"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:Nyala;color:#C00000">For the latest information regarding firm operations and precautions in light of the Coronavirus please visit our firm’s website:</span><span style="font-family:Nyala;color:red">
</span><span style="font-family:Nyala"><a href="http://www.westseattlelaw.com/"><span style="color:blue">www.WestSeattleLaw.com</span></a><span style="color:#C00000">.</span><span style="color:red"><o:p></o:p></span></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:#7030A0"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:#A6A6A6"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:#A6A6A6">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
and delete all copies of this e-mail message and any attachment.</span><span style="font-size:16.0pt;font-family:"Cambria",serif;color:blue"><o:p></o:p></span></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Tom Garvey<br>
<b>Sent:</b> Tuesday, May 18, 2021 10:37 AM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] WA Pour-Over to AZ Trust<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Greetings all, <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Husband and Wife made one Trust in AZ governed by AZ law and accompanying Pour-Over Wills at the same time. <o:p></o:p></p>
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<p class="MsoNormal">One spouse would like to add to/amend the distribution scheme to assign their lawsuit recovery to one beneficiary. <o:p></o:p></p>
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<p class="MsoNormal">The other spouse is incapacitated and cannot sign amendments to the Trust. <o:p></o:p></p>
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<p class="MsoNormal">Their POA's do not grant authority to amend the Trust, neither do the Trust provisions. <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Create a new Pour-Over will with the exception for lawsuit recovery? It would be a WA will going to an AZ Trust. <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Is the lawsuit recovery considered "an instrument evidencing a debt" pursuant to RCW 11.62.005? If so it could just be a personal property memorandum? <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b>Tom Garvey | Attorney</b><o:p></o:p></p>
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<p class="MsoNormal">Hanigan Law Office, PS<o:p></o:p></p>
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<p class="MsoNormal">68 Main St. / PO Box 39<o:p></o:p></p>
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<p class="MsoNormal">Cathlamet, WA 98612<o:p></o:p></p>
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<p class="MsoNormal">(360) 795-3494<o:p></o:p></p>
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<p class="MsoNormal">(360) 795-3001 - fax<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p><span style="font-size:10.5pt">CONFIDENTIALITY NOTICE: THIS EMAIL IS INTENDED TO BE A CONFIDENTIAL AND PRIVILEGED ATTORNEY-CLIENT COMMUNICATION. IF YOU ARE NOT THE INTENDED RECIPIENT OF THIS EMAIL, PLEASE DO NOT READ OR PRINT IT. This transmission is
intended for the sole use of the individual and entity to whom it is addressed, and may contain information that is privileged, confidential, and exempt from disclosure under applicable law. You are hereby notified that any dissemination, distribution, or
duplication of this transmission by someone other than the intended addressee or its designated agent is strictly prohibited. If your receipt of this transmission is in error, please notify the sender immediately by calling 360.795.3494, or by reply to this
transmission, and then permanently delete the message.</span><o:p></o:p></p>
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