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See Norris v. Norris, 25 Wn.App. 290 (1980). On W’s death, H opted to probate wife’s will even though there was a CPA in effect, and court held he had disclaimed his interest under the CPA. Some agreements provide that a surviving spouse can disclaim their
interest at death of first spouse, so the terms of the agreement should be considered. But Diane is right - there are numerous cases where a CPA trumps terms of a will and other nonprobate transfers - see Lyon v. Lyon, 100 Wn.App. 409, where a CPA controlled
over a joint tenancy with the deceased H’s brother (“<span style="-webkit-text-size-adjust: auto; font-family: Arial, sans-serif; font-size: 20px; background-color: rgb(238, 238, 254);"> Which “instantaneous” event takes place first might muddle metaphysicians
for millenia. There is a need to resolve the issue, however, and we hold that when the </span><span class="co_searchTerm co_concept_20_28" id="co_term_2662" style="-webkit-text-size-adjust: auto; color: rgb(51, 51, 51); font-weight: 700; margin-left: 0px; padding-left: 0px; top: 0px; font-family: Arial, sans-serif; font-size: 20px; background-color: rgb(255, 255, 102) !important;">agreement</span><span style="-webkit-text-size-adjust: auto; font-family: Arial, sans-serif; font-size: 20px; background-color: rgb(238, 238, 254);"> simply
conveys all </span><span class="co_searchTerm co_concept_1_9 co_concept_1_18" id="co_term_2666" style="-webkit-text-size-adjust: auto; color: rgb(51, 51, 51); font-weight: 700; margin-left: 0px; padding-left: 0px; top: 0px; font-family: Arial, sans-serif; font-size: 20px; background-color: rgb(255, 255, 102) !important;">community</span><span style="-webkit-text-size-adjust: auto; font-family: Arial, sans-serif; font-size: 20px; background-color: rgb(238, 238, 254);"> </span><span class="co_searchTerm co_concept_11_18 co_concept_1_18" id="co_term_2667" style="-webkit-text-size-adjust: auto; color: rgb(51, 51, 51); font-weight: 700; margin-left: 0px; padding-left: 0px; top: 0px; font-family: Arial, sans-serif; font-size: 20px; background-color: rgb(255, 255, 102) !important;">property</span><span style="-webkit-text-size-adjust: auto; font-family: Arial, sans-serif; font-size: 20px; background-color: rgb(238, 238, 254);"> to
the surviving spouse, the </span><span class="co_searchTerm co_concept_20_28" id="co_term_2673" style="-webkit-text-size-adjust: auto; color: rgb(51, 51, 51); font-weight: 700; margin-left: 0px; padding-left: 0px; top: 0px; font-family: Arial, sans-serif; font-size: 20px; background-color: rgb(255, 255, 102) !important;">agreement</span><span style="-webkit-text-size-adjust: auto; font-family: Arial, sans-serif; font-size: 20px; background-color: rgb(238, 238, 254);"> controls.
It is the policy of law to favor </span><span class="co_searchTerm co_concept_1_9 co_concept_1_18" id="co_term_2684" style="-webkit-text-size-adjust: auto; color: rgb(51, 51, 51); font-weight: 700; margin-left: 0px; padding-left: 0px; top: 0px; font-family: Arial, sans-serif; font-size: 20px; background-color: rgb(255, 255, 102) !important;">community</span><span style="-webkit-text-size-adjust: auto; font-family: Arial, sans-serif; font-size: 20px; background-color: rgb(238, 238, 254);"> </span><span class="co_searchTerm co_concept_11_18 co_concept_1_18" id="co_term_2685" style="-webkit-text-size-adjust: auto; color: rgb(51, 51, 51); font-weight: 700; margin-left: 0px; padding-left: 0px; top: 0px; font-family: Arial, sans-serif; font-size: 20px; background-color: rgb(255, 255, 102) !important;">property</span><span style="-webkit-text-size-adjust: auto; font-family: Arial, sans-serif; font-size: 20px; background-color: rgb(238, 238, 254);"> and
disfavor joint tenancies. ”)</span><br>
<br>
Karen<br>
<div dir="ltr">Sent from my iPad</div>
<div dir="ltr"><br>
<blockquote type="cite">On Jul 14, 2021, at 7:22 AM, Diane J. Kiepe <DJKiepe@depdslaw.com> wrote:<br>
<br>
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<p class="MsoNormal"><span style="font-size:16.0pt">Sarah,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt">I agree with the contract conclusion and that it isn’t a take it or leave it tool. That was said much better than my post stating that the CPA trumps the Will. Trump may have been a bad word. Because it’s
a contract that takes effect on a death of one person there is nothing in the probate estate unless it is a CPA that only goes to character of property (not how it vests). I rarely see these.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt">I have been using CPAs for certain plans (all goes to first spouse on death) and where Medicaid qualification is unlikely (due to pension/ss or whatever) or where the parties acknowledge they want to use all
their funds as they have for their best care and Medicaid only if absolutely necessary. With that being said, the some comments here certainly have given me food for thought.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold"">Diane J. Kiepe<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold""><o:p> </o:p></span></i></p>
<p class="MsoNormal">Diane J. Kiepe<o:p></o:p></p>
<p class="MsoNormal">Douglas Eden<o:p></o:p></p>
<p class="MsoNormal">717 W. Sprague Ave.<o:p></o:p></p>
<p class="MsoNormal">Suite 1500<o:p></o:p></p>
<p class="MsoNormal">Spokane, WA 99201<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:djkiepe@depdslaw.com"><span style="color:#0563C1">djkiepe@depdslaw.com</span></a><o:p></o:p></p>
<p class="MsoNormal">509-455-5300<o:p></o:p></p>
</div>
<p class="MsoNormal"><span style="font-size:16.0pt"><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>Sarah McCarthy<br>
<b>Sent:</b> Tuesday, July 13, 2021 7:54 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Will/CPA<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Here are 2 cents from a less seasoned player in this field than most of you: <o:p></o:p></p>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">A CPA is a contractual commitment as to how assets will vest after the first spouse’s death. I don’t view it as something a surviving spouse can simply discard if it winds up not being the best method of handling things after the first
spouse’s death. For this reason it’s a tool that I don’t employ unless it’s clear that absolute vesting to surviving spouse on death is the only desired outcome. I do see it as trumping the will. <o:p></o:p></p>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">Though I am aware that some attorneys prepare these as an optional tool, and advise surviving spouses to choose whether or not to take under a CPA, depending on the circumstances after the first spouse’s death. I personally don’t agree
with this approach. Either the spouses make a contractual commitment, or they don’t. <o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal">The CPA can however be drafted to permit revocation by a single spouse after one spouse’s incapacity (as may be needed for Medicaid or tax planning purposes), as well as an option for disclaimer by surviving spouse, which affords additional
flexibility. <o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
<div>
<div>
<p class="MsoNormal">Sarah<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<p class="MsoNormal">Sent by dictation from my iPhone. Please excuse typos and missing punctuation!<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><br>
<br>
<o:p></o:p></p>
<blockquote style="margin-top:5.0pt;margin-bottom:5.0pt">
<p class="MsoNormal" style="margin-bottom:12.0pt">On Jul 13, 2021, at 4:15 PM, Roger Hawkes <<a href="mailto:Roger@law-hawks.com">Roger@law-hawks.com</a>> wrote:<o:p></o:p></p>
</blockquote>
</div>
<blockquote style="margin-top:5.0pt;margin-bottom:5.0pt">
<div>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Arial",sans-serif">One of the main reasons not to do a cpa is the inability to do any sort of complex planning, like trusts etc.</span></b><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Arial",sans-serif"> </span></b><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> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">
wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Diane J. Kiepe<br>
<b>Sent:</b> Tuesday, July 13, 2021 3:34 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] Will/CPA<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:16.0pt">Ken,</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:16.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:16.0pt">If the SNT in the Will is for the surviving spouse, the CPA will be problematic. The CPA, if not revoked in any way, will trump the Will. I sense I may either be reading your note below wrong or missing
a fact.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:16.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:16.0pt">Happy to send you a direct e-mail with some additional information.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:16.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:16.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:16.0pt"> </span><o:p></o:p></p>
<div>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold"">Diane J. Kiepe</span></i><o:p></o:p></p>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold""> </span></i><o:p></o:p></p>
<p class="MsoNormal">Diane J. Kiepe<o:p></o:p></p>
<p class="MsoNormal">Douglas Eden<o:p></o:p></p>
<p class="MsoNormal">717 W. Sprague Ave.<o:p></o:p></p>
<p class="MsoNormal">Suite 1500<o:p></o:p></p>
<p class="MsoNormal">Spokane, WA 99201<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:djkiepe@depdslaw.com">djkiepe@depdslaw.com</a><o:p></o:p></p>
<p class="MsoNormal">509-455-5300<o:p></o:p></p>
</div>
<p class="MsoNormal"><span style="font-size:16.0pt"> </span><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> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">
wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Ken Luce<br>
<b>Sent:</b> Tuesday, July 13, 2021 3:17 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] Will/CPA<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Concern is with CPA it eliminates provisions in their will for SNT<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">kl <o:p></o:p></p>
<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> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">
wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b><a href="mailto:Jeff@bellanddavispllc.com">Jeff@bellanddavispllc.com</a><br>
<b>Sent:</b> Tuesday, July 13, 2021 2:47 PM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] Will/CPA<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"> <o:p></o:p></p>
<div style="border:solid #FFCACA 1.0pt;padding:12.0pt 12.0pt 12.0pt 12.0pt">
<p style="background:#FFCACA"><b><span style="font-size:12.0pt;color:black">[EXTERNAL MAIL]</span></b><span style="color:black">
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<p class="MsoNormal">Ken,<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">I would use what is most beneficial for the situation. Is there a surviving spouse? If so, wouldn’t the cpa be easier and avoid probate? What is the issue probating the Will(s).<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Jeff<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</span></b><o:p></o:p></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</span><o:p></o:p></p>
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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">jeff@bellanddavispllc.com</a><span style="color:black"><br>
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<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> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">
wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Ken Luce<br>
<b>Sent:</b> Tuesday, July 13, 2021 2:33 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Will/CPA<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:14.0pt">At time of death with will and cpa is it mandatory the cpa be used? Both wills are identical.</span><o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif">Ken Luce</span></b><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif">Luce & Associates, P.S.</span></b><o:p></o:p></p>
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not involving Washington law or federal law or to those who are not clients of this firm.
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<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>
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