<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40"><head><meta http-equiv=Content-Type content="text/html; charset=us-ascii"><meta name=Generator content="Microsoft Word 15 (filtered medium)"><!--[if !mso]><style>v\:* {behavior:url(#default#VML);}
o\:* {behavior:url(#default#VML);}
w\:* {behavior:url(#default#VML);}
.shape {behavior:url(#default#VML);}
</style><![endif]--><style><!--
/* Font Definitions */
@font-face
{font-family:"Cambria Math";
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
@font-face
{font-family:"Arial Narrow";
panose-1:2 11 6 6 2 2 2 3 2 4;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:blue;
text-decoration:underline;}
p.xmsonormal, li.xmsonormal, div.xmsonormal
{mso-style-name:x_msonormal;
margin:0in;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
span.EmailStyle22
{mso-style-type:personal-compose;
font-family:"Calibri",sans-serif;
color:windowtext;}
.MsoChpDefault
{mso-style-type:export-only;
font-size:10.0pt;}
@page WordSection1
{size:8.5in 11.0in;
margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
{page:WordSection1;}
--></style><!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple style='word-wrap:break-word'><div class=WordSection1><p class=MsoNormal>Hi Sara- H did die first and that issue crossed my mind as well. I have not seen his dispositive documents but I understand distributions may be from his trust. With the requested Will and L/T I would have thought they’d distribute to the PR. But Jersey law firm is just requesting from my client ID/contact/routing info for beneficiaries of Will. Perhaps Will is treated like a power of appointment in H’s trust? Obviously, without seeing estate plan/knowing Jersey law I’m flying a little blind at the moment. Thanks for your input! Cy<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><div><p class=MsoNormal><i>Cyrus W. Field, Attorney at Law (admitted in Washington and Oregon); Phone: 360-472-1223 <o:p></o:p></i></p><p class=MsoNormal><i>Mail: POB 367, Shaw Island, WA 98286; Physical Office: 640 Mullis St #214, Friday Harbor, WA</i><o:p></o:p></p><p class=MsoNormal><span style='font-size:8.0pt'>****************************************************************<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:8.0pt'>The information contained in this email message, including attachments, may be privileged, confidential and protected from disclosure. If you are not the intended recipient, any dissemination, distribution or copying is strictly prohibited. If you think you have received this email in error, please email the sender at </span><a href="mailto:cyfield@rockisland.com"><span style='font-size:8.0pt;color:#0563C1'>cyfield@rockisland.com</span></a><span style='font-size:8.0pt'> and destroy or delete the original and any copies.</span> <o:p></o:p></p></div><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> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> <b>On Behalf Of </b>Sara Longley<br><b>Sent:</b> Monday, February 7, 2022 12:19 PM<br><b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br><b>Subject:</b> Re: [WSBAPT] Out of country personal property<o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='color:#1F497D'>I think a relevant question to ask is who died first, Decedent or Decedent’s former husband? If Decedent died first and the former husband’s will directed alternate distribution to D’s estate heirs (or D’s descendants if they are the same as D’s estate beneficiaries), this makes sense. <o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>If the former husband predeceased your Decedent then I don’t think this is quite right.<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>Best,<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'>Sara<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><div><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D'>Sara D. Longley<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D'>Senior Attorney<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D'>Ivy Law Group, PLLC<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D'>1734 NW Market Street<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D'>Seattle, WA 98107<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D'>Phone: (206) 706-2909<o:p></o:p></span></p><p class=MsoNormal><a href="mailto:sara@ivylawgroup.com"><span style='font-size:12.0pt;font-family:"Arial",sans-serif;color:#0563C1'>sara@ivylawgroup.com</span></a><span style='font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D'><o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D'>Pronouns: she, her, hers<o:p></o:p></span></p><p class=MsoNormal><span style='color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:1.0pt;font-family:"Arial Narrow",sans-serif;color:#76923C'><img border=0 width=122 height=107 style='width:1.2708in;height:1.118in' id="Picture_x0020_1" src="cid:image001.jpg@01D81C21.1A040840"></span><span style='color:#1F497D'><o:p></o:p></span></p></div><p class=MsoNormal><span style='color:#1F497D'><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> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>] <b>On Behalf Of </b><a href="mailto:cyfield@rockisland.com">cyfield@rockisland.com</a><br><b>Sent:</b> Monday, February 7, 2022 10:57 AM<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] Out of country personal property<o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>Folks- I represent the PR of an estate that has a big unliquidated environmental claim against it, that may or may not make the estate insolvent. While we were working on resolving that claim, the PR just got notice out of the blue that the decedent was entitled to a modest additional inheritance from a deceased former husband whose estate is being probated in Jersey (the Island!). The law firm there asked my client for a copy of the Will and “Order of Probate” filed here and my client provided a copy of the filed Will and Letters Testamentary. In response, and much to my surprise, the law firm there said they were making distributions directly to all those named in the Will. They are requesting ID verification from all beneficiaries but as far as I can see, no representations that all estate debts have been paid. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal>My question is whether the PR has any duty to try to marshall those Jersey assets to pay estate debts? Given my client is not making any representations about debts paid and is not directing distributions, I would think not and that it is the creditors issue, but curious what others might think? Thanks in advance, Cy<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><div><p class=MsoNormal><i>Cyrus W. Field, Attorney at Law (admitted in Washington and Oregon); Phone: 360-472-1223 <o:p></o:p></i></p><p class=MsoNormal><i>Mail: POB 367, Shaw Island, WA 98286; Physical Office: 640 Mullis St #214, Friday Harbor, WA</i><o:p></o:p></p><p class=MsoNormal><span style='font-size:8.0pt'>****************************************************************<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:8.0pt'>The information contained in this email message, including attachments, may be privileged, confidential and protected from disclosure. If you are not the intended recipient, any dissemination, distribution or copying is strictly prohibited. If you think you have received this email in error, please email the sender at </span><a href="mailto:cyfield@rockisland.com"><span style='font-size:8.0pt;color:#0563C1'>cyfield@rockisland.com</span></a><span style='font-size:8.0pt'> and destroy or delete the original and any copies.</span> <o:p></o:p></p></div><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>Joshua McKarcher<br><b>Sent:</b> Thursday, February 3, 2022 7:21 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] Out of state real property (again)<o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p><div><div><div><p class=MsoNormal style='background:white'><span style='color:black'>Based on my experience with Florida I would do an RLT to avoid probate there. If I’m doing one for other valid reasons, then I would get the entire estate as “probate proof” as possible and therefore file the $15 deed to transfer the Idaho property to trust as well, for simplicity and uniformity. <o:p></o:p></span></p></div><div><p class=MsoNormal style='background:white'><span style='color:black'><o:p> </o:p></span></p></div><div><p class=MsoNormal style='background:white'><span style='color:black'>If these are separate clients, however, the Idaho real property — standing alone — is not reason to implement an RLT. Idaho has a wonderful statute that allows a PR from another state to file — for all of $27 — a short pleading attaching certified copies of the order of probate/administration and letters testamentary/administration in the court in the county where the real property is located. <o:p></o:p></span></p></div><div><p class=MsoNormal style='background:white'><span style='color:black'><o:p> </o:p></span></p></div><div><p class=MsoNormal style='background:white'><span style='color:black'>That PR may then sign and record a deed to transfer the property out of the estate. Title companies insure the sale if it is one , and it’s slick as a whistle! <o:p></o:p></span></p></div><div><p class=MsoNormal style='background:white'><span style='color:black'><o:p> </o:p></span></p></div><div><p class=MsoNormal style='background:white'><span style='color:black'>We’ve helped a few such Washington PRs achieve that from our border practice here in Clarkston, WA; or Chris Moore and Paul Burris across the river in Lewiston, ID, could achieve that “with their eyes shut.”<o:p></o:p></span></p></div><div><p class=MsoNormal style='background:white'><span style='color:black'><o:p> </o:p></span></p></div><div><p class=MsoNormal style='background:white'><span style='color:black'>Hope that helps! Best, Josh <o:p></o:p></span></p></div></div><div id=ms-outlook-mobile-signature><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal>Joshua D. McKarcher<o:p></o:p></p></div><div><p class=MsoNormal>McKarcher Law PLLC<o:p></o:p></p></div><div><p class=MsoNormal>537 6th Street<o:p></o:p></p></div><div><p class=MsoNormal>Clarkston, WA 99403<o:p></o:p></p></div><div><p class=MsoNormal>(509) 758-3345<o:p></o:p></p></div><div><p class=MsoNormal>(509) 758-3314 (fax)<o:p></o:p></p></div><div><p class=MsoNormal><a href="mailto:josh@mckarcherlaw.com">josh@mckarcherlaw.com</a><o:p></o:p></p></div><p class=MsoNormal><a href="http://www.mckarcherlaw.com">www.mckarcherlaw.com</a><o:p></o:p></p></div></div><div class=MsoNormal align=center style='text-align:center'><hr size=1 width="98%" align=center></div><div id=divRplyFwdMsg><p class=MsoNormal><b><span style='color:black'>From:</span></b><span style='color:black'> </span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a><span style='color:black'> <</span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a><span style='color:black'>> on behalf of Mike Zeno <</span><a href="mailto:mikez@zenolawfirm.com">mikez@zenolawfirm.com</a><span style='color:black'>><br><b>Sent:</b> Thursday, February 3, 2022 4:43:04 PM<br><b>To:</b> WSBA Probate & Trust Listserv <</span><a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><span style='color:black'>><br><b>Subject:</b> [WSBAPT] Out of state real property (again)</span> <o:p></o:p></p><div><p class=MsoNormal> <o:p></o:p></p></div></div><div><div><p class=xmsonormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:#002060'>Dear all:</span><o:p></o:p></p><p class=xmsonormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:#002060'> </span><o:p></o:p></p><p class=xmsonormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:#002060'>I am preparing testamentary documents for two clients—both Washington residents--who own out-of-state real property. One in Idaho and one in Florida. What I think of as the conventional wisdom is that in this situation you use a revocable inter vivos trust to avoid ancillary probates. Is what I think of as the “conventional wisdom” really the conventional wisdom? I’m interested in how people would handle this situation.</span><o:p></o:p></p><p class=xmsonormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:#002060'> </span><o:p></o:p></p><p class=xmsonormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:#002060'>Mike</span><o:p></o:p></p><p class=xmsonormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:#002060'> </span><o:p></o:p></p><p class=xmsonormal><b><span style='color:#1F497D'>The Law Office of G. Michael Zeno, Jr., P.S.</span></b><o:p></o:p></p><p class=xmsonormal><span style='color:#1F497D'>T: (425) 947-8050 F: (425) 947-8052</span><o:p></o:p></p><p class=xmsonormal><span style='color:#1F497D'>135 Lake Street S., Suite 257</span><o:p></o:p></p><p class=xmsonormal><span style='color:#1F497D'>Kirkland, WA 98033</span><o:p></o:p></p><p class=xmsonormal><span style='color:#1F497D'> </span><o:p></o:p></p><p class=xmsonormal><b><span style='color:#C00000'>Confidential/Privileged Communication:</span></b><span style='color:gray'> This email and any attachments are confidential, privileged and intended only for the intended recipient(s). Unauthorized disclosure, copying, distribution or use of this email is prohibited. If you received this email in error, please notify me immediately so we can arrange for the message and documents to be returned and deleted. Thank you.</span><o:p></o:p></p><p class=xmsonormal><b><span style='color:#C00000'>IRS Circular 230 Disclaimer:</span></b><span style='color:gray'> Any tax advice provided in this communication (including attachments) is not intended or written to be used, and it cannot be used, by the recipient or any other taxpayer (i) for the purpose of avoiding penalties that may be imposed on the recipient or any other taxpayer, or (ii) in promoting, marketing or recommending to another party a partnership or other entity, investment plan, arrangement or other transaction. You should seek advice based on your particular circumstances from an independent tax advisor.</span><o:p></o:p></p><p class=xmsonormal> <o:p></o:p></p></div></div></div></body></html>