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<p class="MsoNormal"><span style="font-size:16.0pt">Thanks - I have been meaning to review that but hadn’t yet – makes me want to bring it to the top of the stack.<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",serif">Diane J. Kiepe<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold",serif"><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> Doug Schafer <schafer@pobox.com> <br>
<b>Sent:</b> Monday, February 14, 2022 1:13 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com>; Diane J. Kiepe <DJKiepe@depdslaw.com><br>
<b>Subject:</b> Re: [WSBAPT] Trust property deed but no Trust documents found<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-family:"Times New Roman",serif">Last week's published case may be helpful. I held that no trust existed since there was no trust document.<br>
K&W Children’s Trust v. Estate of William Fay, 2/8/2020, No. 38055-6-III<br>
<a href="https://www.courts.wa.gov/opinions/index.cfm?fa=opinions.showOpinion&filename=380556MAJ">https://www.courts.wa.gov/opinions/index.cfm?fa=opinions.showOpinion&filename=380556MAJ</a><br>
<br>
Doug Schafer, in Tacoma.</span><o:p></o:p></p>
<div>
<p class="MsoNormal">On 2/14/2022 12:50, Diane J. Kiepe wrote:<o:p></o:p></p>
</div>
<blockquote style="margin-top:5.0pt;margin-bottom:5.0pt">
<p class="MsoNormal"><span style="font-size:16.0pt">Hi Dalynne,</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">I was going to write you directly but thought I’d let others tell you if they think I’m way off. The below is totally intuitive and off the cuff
</span><span style="font-size:16.0pt;font-family:"Segoe UI Emoji",sans-serif">😉</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">First, and I couldn’t tell by your notes below, if the prior transfer agent may have been called to see if they had any documentation from when the property was transferred from decedent to Living Trust?
Also would there be any reason the county would have required a copy of the trust at the time of recording? Assuming neither of the above, if the Will is dated after the Trust and if the Will has been in place for sometime, and no one can find the trust,
I might petition the court to indicate that the trust fails and the Will should govern as, here in WA, we like to say the Testator intent governs. I think it almost has to be filed as a TEDRA and the tricky part becomes “interested parties”. Also, I might
reflect on if she needed separate counsel as a beneficiary if there are heirs around.</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">These are the kinds of things that can give you an ulcer – all my best and if you think about it, update us.
</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",serif">Diane J. Kiepe</span></i><o:p></o:p></p>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold",serif"> </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>Dalynne Singleton<br>
<b>Sent:</b> Monday, February 14, 2022 11:41 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> [WSBAPT] Trust property deed but no Trust documents found<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:14.0pt">I have a strange one for a Monday morning.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:14.0pt">Client came to me as the beneficiary of a Will of her friend.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:14.0pt">We filed testate estate. The only real asset was thought to be a piece of property but when we pulled the deed, it is in a trust with name of decedent.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:14.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:14.0pt">No one has found any trust documents or knows who is trustee or who is entitled to this trust asset.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:14.0pt">Searched the county where the property was located and the person died – nothing for this trust. The title company engaged for the sale of the property indicates no trust document found.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:14.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:14.0pt">Any recommendations on moving forward? The friend wants to go through with sale of property but has no trust authority and we don’t know who trustee is for this trust.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:14.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal"><b><i><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D">Dalynne Singleton</span></i></b><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D">Gourley Law Group</span></b><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D">Snohomish Escrow</span></b><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D">The Exchange Connection</span></b><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D">1002 10<sup>th</sup> Street / PO Box 1091</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D">Snohomish, WA 98291</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D">360.568.5065</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#1F497D">360.568.1717 fax</span><o:p></o:p></p>
<p class="MsoNormal"><u><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:#0563C1"><a href="mailto:dalynne@glgmail.com" target="_blank">dalynne@glgmail.com</a></span></u><o:p></o:p></p>
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