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<p class="MsoNormal">Totally agree. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I had this issue go up to Division I and they also agreed.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">See In re Little, No. <span lang="EN-CA">78082-4, 2019. It was published in June 2019. Don’t have the full cite handy, sorry and moving fast on other matters this morning.<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="EN-CA"><o:p> </o:p></span></p>
<p class="MsoNormal"><span lang="EN-CA"> -Bruce Moen</span><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></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>Sarah McCarthy<br>
<b>Sent:</b> Friday, October 22, 2021 10:26 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Will with handwritten list pursuant to RCW 11.12.260<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Garamond",serif">I agree with Diane - I've read that statute as saying that the list, if properly signed, and if referenced in the Will, is incorporated by reference and is a part of the Will.
I always file those valid lists along with the original Will. If the list in this case is valid it should be filed with the court, and a copy should be provided to all heirs, devisees, etc. If there is a question about whether the list wasn't valid (i.e.,
not signed), then there could always be in camera review... <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Garamond",serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Garamond",serif">I expect a judge/commissioner would sign your order to disclose it. <o:p></o:p></span></p>
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<p style="margin:0in"><b><span style="font-family:"Arial",sans-serif;color:black">Sarah O’Farrell McCarthy</span></b><o:p></o:p></p>
<p style="margin:0in"><b><span style="font-family:"Arial",sans-serif;color:black">(Pronouns: she / her)<br>
</span></b><span style="font-family:"Arial",sans-serif">Attorney | <span style="color:black">
Kelly, Arndt & Walker, Attorneys at Law, PLLP</span></span><span style="color:#1F497D"><br>
</span><span style="font-family:"Arial",sans-serif;color:black">P.O. Box 290 | 6443 Harding Avenue | Clinton, WA 98236</span><o:p></o:p></p>
<p style="margin:0in"><span style="font-family:"Arial",sans-serif;color:black">(Located on Whidbey Island, Island County, Washington)<br>
Phone: (360) 341-1515 | Fax: (360) 341-3272</span><span style="color:black"><br>
</span><span style="font-family:"Arial",sans-serif;color:#222222"><a href="mailto:sarah@kawlawyers.com">sarah@kawlawyers.com</a></span><span style="color:#1F497D"> </span><span style="color:black">|
<a href="http://www.kawlawyers.com" target="_blank">www.kawlawyers.com</a></span><o:p></o:p></p>
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<p class="MsoNormal">On Fri, Oct 22, 2021 at 10:04 AM Diane J. Kiepe <<a href="mailto:DJKiepe@depdslaw.com">DJKiepe@depdslaw.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:16.0pt">Dalynne,</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:16.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:16.0pt">I have not made the motion but believe it would be signed. The list is referred to in the Will and I always believed that meant it was part of the
Will. I believe the PRs actions are suspect at best. </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:16.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:16.0pt">Keep us posted.</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:16.0pt"> </span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><i><span style="font-family:"Script MT Bold"">Diane J. Kiepe</span></i><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><i><span style="font-family:"Script MT Bold""> </span></i><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Diane J. Kiepe<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Douglas Eden<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">717 W. Sprague Ave.<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Suite 1500<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Spokane, WA 99201<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><a href="mailto:djkiepe@depdslaw.com" target="_blank"><span style="color:#0563C1">djkiepe@depdslaw.com</span></a><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">509-455-5300<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b>From:</b>
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Dalynne Singleton<br>
<b>Sent:</b> Friday, October 22, 2021 9:48 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Will with handwritten list pursuant to RCW 11.12.260<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt">I have a couple of Estates wherein I represent heirs. There was a handwritten list attached to Will pursuant to RCW 11.12.260.</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt">The Will has been filed with no additional lists. I have requested the lists be provided and so far, attorneys have refused.</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt">In one case, the list was partially read at the “will reading” but the PR won’t share actual list with anyone.</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt">Has anyone brought a motion based on this RCW that the list should be provided?</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt">My reading indicates this list is part of the Will for distribution and should be available to the heirs to receive property based on the list.</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt">The heirs do not believe the writing is being honored.</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-size:14.0pt;font-family:"Verdana",sans-serif"> </span><o:p></o:p></p>
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<b><span style="font-size:13.5pt;font-family:"Open Sans",sans-serif;color:black">RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.12.260" target="_blank"><span style="color:#2B674D">11.12.260</span></a></span></b><o:p></o:p></p>
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<b><span style="font-size:13.5pt;font-family:"Open Sans",sans-serif;color:black">Separate writing may direct disposition of tangible personal property</span></b><b><span style="font-size:13.5pt;font-family:"Times New Roman",serif;color:black">—</span></b><b><span style="font-size:13.5pt;font-family:"Open Sans",sans-serif;color:black">Requirements.</span></b><o:p></o:p></p>
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<span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black">(1) A will or a trust of which the decedent is a grantor and which by its terms becomes irrevocable upon or before the grantor's death may refer to a writing that directs disposition
of tangible personal property not otherwise specifically disposed of by the will or trust other than property used primarily in trade or business. Such a writing shall not be effective unless:
</span><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:red">(a) An unrevoked will or trust refers to the writing, (b) the writing is either in the handwriting of, or signed by, the testator or grantor, and (c) the writing describes the
items and the recipients of the property with reasonable certainty.</span><o:p></o:p></p>
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<span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black">(2) The writing may be written or signed before or after the execution of the will or trust and need not have significance apart from its effect upon the dispositions of property
made by the will or trust. A writing that meets the requirements of this </span>
<span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:red">section shall be given effect as if it were actually contained in the will or trust itself,
</span><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black">except that if any person designated to receive property in the writing dies before the testator or grantor, the property shall pass as further directed in the writing and
in the absence of any further directions, the disposition shall lapse and, in the case of a will, RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.12.110" target="_blank"><b><span style="color:#2B674D">11.12.110</span></b></a> shall not apply to
such lapse.</span><o:p></o:p></p>
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<span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black">(3)
</span><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:red">The testator or grantor may make subsequent handwritten or signed changes to any writing</span><span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black">.
If there is an inconsistent disposition of tangible personal property as between writings, the most recent writing controls.</span><o:p></o:p></p>
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<span style="font-size:12.0pt;font-family:"Open Sans",sans-serif;color:black">(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, evidences of indebtedness, bank accounts or other monetary deposits, documents of title, or securities.</span><o:p></o:p></p>
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