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<p class="MsoNormal">Wilbur Josh,<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="color:black">The (now-deceased) intestate heir survived your intestate decedent by 120 hours. At that moment she (and now her estate, but not necessarily her heirs at law) succeeded to a share of your decedent’s estate — i.e.,
her interest vested, regardless the eventual distribution date, or else the survivorship statute means nothing.</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="color:black">My own view is that the check from your estate belongs to the PR of the deceased heir’s estate, to be negotiated by her PR no different than any other asset remaining at her death. It is for HER estate’s PR to
determine who it belongs to. </span><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">But, in turn, if I’m understanding correctly, this is the only asset (other than, presumably, some tangible personal property) of the deceased daughter’s estate, which in any event is worth less than $100k.<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">If so, it seems that a small estate affidavit works if signed by the two (or the authorized one of the two) intestate heirs of your deceased heir. Then you can rightly deliver $45,000 to each (or $90,000 to the authorized one) pursuant
to the affidavit. (This assumes the deceased daughter did not leave any predeceased children with surviving descendants. If she did, you have more heirs at law to consider. And sitting above all of this is having confidence that your deceased heir did not
leave a will.)<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Next, I’m not sure that you would need to reopen your case if, for example, the deceased daughter already had signed a release in your case, and one of the following is feasible: <o:p></o:p></p>
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The bank issuing the $90k check accepts the uncashed check; the payee’s death certificate; the small estate affidavit related to the payee’s estate; and your written instruction to pay half to each small estate affiant.<o:p></o:p></li><li class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l1 level1 lfo2">
Even better, if the $90k check is drawn on your firm’s IOLTA, then you void it, collect the paperwork above for your records, and send checks to the two affiants (the sole heirs of your deceased heir). <o:p></o:p></li><li class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l1 level1 lfo2">
Or, if your deceased heir does indeed have a PR appointed, then the check (in its current form) belongs to the estate and should be deposited to the new estate checking account established for the deceased heir’s (daughter’s) estate. <o:p></o:p></li></ol>
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<p class="MsoNormal">I hope something above helps! If I’m all wet, I’ll take my licks!<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">All my best, Clarkston Josh<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Joshua D. McKarcher<o:p></o:p></p>
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<p class="MsoNormal">McKarcher Law PLLC<o:p></o:p></p>
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<p class="MsoNormal">537 6th Street<o:p></o:p></p>
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<p class="MsoNormal">Clarkston, WA 99403<o:p></o:p></p>
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<p class="MsoNormal">(509) 758-3345<o:p></o:p></p>
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<p class="MsoNormal">(509) 758-3314 (fax)<o:p></o:p></p>
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<p class="MsoNormal"><a href="mailto:josh@mckarcherlaw.com">josh@mckarcherlaw.com</a><o:p></o:p></p>
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<p class="MsoNormal"><a href="http://www.mckarcherlaw.com">www.mckarcherlaw.com</a><o:p></o:p></p>
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<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>> on behalf of Josh Grant <<a href="mailto:jgrant@accima.com">jgrant@accima.com</a>><br>
<b>Sent:</b> Thursday, September 23, 2021 3:29 PM<br>
<b>To:</b> wsbar trust<br>
<b>Subject:</b> [WSBAPT] beneficiary dies after incomplete distribution - intestate estate<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;color:black">I am assisting a court pointed administrator of an estate</span><span style="font-size:14.0pt;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;color:black">the final proceeds check was sent to one of two surviving daughters, who are the intestate heirs.</span><span style="font-size:14.0pt;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;color:black">the estate was closed.</span><span style="font-size:14.0pt;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;color:black">before cashing the $90,000 distribution check, one of the daughters passed away.</span><span style="font-size:14.0pt;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;color:black">that deceased daughter left 2 daughter, who are adults.</span><span style="font-size:14.0pt;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;color:black">we will re-open the estate</span><span style="font-size:14.0pt;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;color:black">PR wants to cut a check one half to each granddaughter.</span><span style="font-size:14.0pt;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;color:black">If the heirs are determined at the date of death, then that would work, and because the one deceased daughter had no other assets, her estate would qualify as a small estate and the granddaughters
can give the PR a notice of claim of successor.</span><span style="font-size:14.0pt;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;color:black">I just wanted to make sure that the other surviving daughter who survived the decedent, isn’t entitled to her sister’s one-half.</span><span style="font-size:14.0pt;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:13.5pt;color:black">Josh</span><span style="font-size:14.0pt;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;color:black"> <o:p></o:p></span></p>
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<p class="MsoNormal"><strong><span style="font-size:18.0pt;font-family:"Calibri",sans-serif;color:#004080">Joshua F. Grant</span></strong><span style="font-size:14.0pt;color:#004080"><br>
</span><span style="font-size:14.0pt;color:black"><img border="0" width="207" height="43" style="width:2.1562in;height:.4479in" id="Picture_x0020_2" src="cid:7160E171171D418C9FEC54E238295448@JoshPC" alt="advocates"></span><span style="font-size:14.0pt;color:black"><br>
</span><span style="color:#004080">P. O. Box 619<br>
Wilbur, WA 99185<br>
509 647 5578</span><span style="font-size:14.0pt;color:black"><o:p></o:p></span></p>
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