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<DIV><FONT size=4>my recollection is that there is a division III case that
requires rent to be charged... a TEDRA could alter that.</FONT></DIV>
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<DIV><STRONG><SPAN style="FONT-SIZE: 18pt; COLOR: #004080">Joshua F.
Grant</SPAN></STRONG><SPAN style="COLOR: #004080"><BR></SPAN><SPAN
style="COLOR: black"><IMG title=advocates
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width=207 height=43><BR></SPAN><SPAN style="FONT-SIZE: 11pt; COLOR: #004080">P.
O. Box 619<BR>Wilbur, WA 99185<BR>509 647 5578</SPAN><SPAN
style="COLOR: black"><o:p></o:p></SPAN></DIV></DIV></DIV></DIV>
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<DIV> </DIV>
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<DIV style="font-color: black"><B>From:</B> <A title=DJKiepe@depdslaw.com>Diane
J. Kiepe</A> </DIV>
<DIV><B>Sent:</B> Sunday, October 10, 2021 1:31 PM</DIV>
<DIV><B>To:</B> <A title=wsbapt@lists.wsbarppt.com>WSBA Probate & Trust
Listserv</A> </DIV>
<DIV><B>Subject:</B> Re: [WSBAPT] PR obligation to charge
rent?</DIV></DIV></DIV>
<DIV> </DIV></DIV>
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<P class=MsoNormal><SPAN style="FONT-SIZE: 16pt">I have used this strategy of
allowing someone to remain in the house as a benefit to the estate – 6 months is
certainly different then 6 years and reasonable in my opinion. I would
have the utilities and such paid back to the estate to the brother if the
Brother A had not paid them. <o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="FONT-SIZE: 16pt"><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN style="FONT-SIZE: 16pt">However, one idea, to cover the
PRs position is to petition the court for final distribution (which would not
include a charge for rent). A PR, under the right circumstances does not
have to charge rent, in my opinion. I would not be scared nor bullied into
making a charge of rent (which by the way – B would only get 50% of after the
expenses that A can show he paid for improving; working on home post
death).<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="FONT-SIZE: 16pt"><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN style="FONT-SIZE: 16pt">Good
luck.<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="FONT-SIZE: 16pt"><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><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: 16pt"><o:p></o:p></SPAN> </P>
<DIV>
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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>susan@pepetersonlaw.com<BR><B>Sent:</B> Friday, October 8, 2021 3:59
PM<BR><B>To:</B> wsbapt@lists.wsbarppt.com<BR><B>Subject:</B> [WSBAPT] PR
obligation to charge rent?<o:p></o:p></P></DIV></DIV>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal>Hello listmates, I’ve seen a lot of discussion lately about
using rent as the “stick” to remove an unwanted child/beneficiary from the
decedent’s home, but what about the opposite scenario? HC is the PR for
his brother’s estate pursuant to a will naming him with non-intervention
powers. Decedent had two adult sons who do not get along (hence the will
that names HC as PR). Brother A lived in Dad’s house for several years
taking care of Dad and the house, etc. Dad dies, and Brother A resides in
the house <U>with the blessing of the PR</U> while it is being prepared for
sale. Note that there was significant work performed by Brother A while he
lived there post-death associated with clearing out and cleaning the home so it
could be placed on the market. All told, Brother A lived in the home for
less than 6 months following Dad’s death (the house has since sold and Brother A
moved out in advance of the closing date). The PR feels that Brother A’s
living in the home was a net benefit to the Estate due to the work he put in to
get it ready for sale, etc., and therefore, PR has no interest in charging
Brother A rent for his staying in the home. Brother B is demanding that
the estate charge his brother rent and is threatening action if the PR declines
to do so. Obviously, PR has a fiduciary duty to the estate and both
beneficiaries, but does that mean that he is obligated to charge rent in this
situation? Is it enough for PR to simply tell Brother B that, in his
opinion, the benefit of the work Brother A put in was more valuable than any
rent the Estate could have received?<o:p></o:p></P>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal>Susan E. Spuller<o:p></o:p></P>
<P class=MsoNormal>Attorney at Law<o:p></o:p></P>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal>Law Office of Paulette Peterson, PLLC<o:p></o:p></P>
<P class=MsoNormal>710 Ericksen Ave NE, Suite 201<o:p></o:p></P>
<P class=MsoNormal>Bainbridge Island, WA 98110<o:p></o:p></P>
<P class=MsoNormal>206.855.9293<o:p></o:p></P>
<P class=MsoNormal>Fax: 206.678.0105<o:p></o:p></P>
<P class=MsoNormal><o:p></o:p> </P>
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