<div dir="ltr">I have done that. <div><br clear="all"><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div><div><div><div>James R. Doran<br></div>Attorney at Law<br></div>100 E. Pine Street - Suite 205<br></div>Bellingham, WA 98225<br>(360)393-9506<br></div><a href="mailto:jim@doranlegal.com" target="_blank">jim@doranlegal.com</a><br></div><a href="http://www.doranlegal.com" target="_blank">www.doranlegal.com</a><br></div></div></div><br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Wed, May 25, 2022 at 11:19 AM <<a href="mailto:Jeff@bellanddavispllc.com">Jeff@bellanddavispllc.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div lang="EN-US" style="overflow-wrap: break-word;"><div class="gmail-m_-1094095454623125032WordSection1"><p class="MsoNormal">I would file testate using a copies of the Will and Codicil, and tell the court the originals will be filed once obtained.<u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal">Jeff<u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal"><b><span style="font-family:Tahoma,sans-serif">W. Jeff Davis<u></u><u></u></span></b></p><p class="MsoNormal"><b><span style="font-size:10pt;font-family:Tahoma,sans-serif;color:black">BELL & DAVIS PLLC</span></b><span style="font-size:10pt;font-family:Tahoma,sans-serif;color:black"><br>P.O. Box 510<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:10pt;font-family:Tahoma,sans-serif;color:black">720 E. Washington Street, Suite 105<br>Sequim WA 98382<br>Phone: (360) 683.1129 <br>Fax: (360) 683.1258 <br>email: </span><span style="font-size:10pt;font-family:Tahoma,sans-serif"><a href="mailto:jeff@bellanddavispllc.com" target="_blank"><span style="color:rgb(5,99,193)">jeff@bellanddavispllc.com</span></a><span style="color:black"><br></span></span><a href="http://www.bellanddavispllc.com/" target="_blank"><span style="font-size:10pt;font-family:Tahoma,sans-serif">www.bellanddavispllc.com</span></a><span style="font-size:10pt;font-family:Tahoma,sans-serif;color:black"><br> <br>The information contained in this e-mail message 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 that you have received this e-mail message in error, please e-mail the sender at </span><a href="mailto:info@bellanddavispllc.com" target="_blank"><span style="font-size:10pt;font-family:Tahoma,sans-serif">info@bellanddavispllc.com</span></a><span style="font-size:10pt;font-family:Tahoma,sans-serif;color:black"> or call 360.683.1129.</span><span style="font-size:10pt;font-family:Tahoma,sans-serif"><u></u><u></u></span></p><p class="MsoNormal"><b><u></u> <u></u></b></p><p class="MsoNormal"><u></u> <u></u></p><div style="border-right:none;border-bottom:none;border-left:none;border-top:1pt solid rgb(225,225,225);padding:3pt 0in 0in"><p class="MsoNormal"><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>Suzanne Lieberman<br><b>Sent:</b> Wednesday, May 25, 2022 11:03 AM<br><b>To:</b> <a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a><br><b>Subject:</b> [WSBAPT] Accessing decedent's home safes during probate<u></u><u></u></p></div><p class="MsoNormal"><u></u> <u></u></p><div><p class="MsoNormal">Hello,<u></u><u></u></p><div><p class="MsoNormal"><u></u> <u></u></p></div><div><p class="MsoNormal">We have a client PR whose mother left an original will and codicil in a safe(s) to which the 3 daughter beneficiaries currently have no access. Everything would otherwise go just to the 3 daughters, but there is a testamentary trust in the will and the girls are all between 20 and 30 and the distributions are spread out over this time period with certain conditions. There are likely other instructions and personal property items in the safes as well.<u></u><u></u></p></div><div><p class="MsoNormal"><u></u> <u></u></p></div><div><p class="MsoNormal">Should we open an intestate probate and then use the Letters for the PR daughter to get access to the will and codicil/probate those originals? Or file testate and explain that the originals are in the safes at home and then file the original will and codicil?<u></u><u></u></p></div><div><p class="MsoNormal"><br clear="all"><u></u><u></u></p><div><div><div><div><div><div><div><p class="MsoNormal"><span style="color:rgb(80,0,80)">Best,<u></u><u></u></span></p></div><div><p class="MsoNormal"><span style="color:rgb(80,0,80)"><u></u> <u></u></span></p></div><div><p class="MsoNormal"><span style="color:rgb(80,0,80)">Suzanne Lieberman<u></u><u></u></span></p></div></div><div><p class="MsoNormal"><span style="color:rgb(80,0,80)"><a href="http://cmslawfirm.com/" target="_blank"><span style="color:rgb(17,85,204)">CMS Law Firm LLC</span></a><u></u><u></u></span></p></div><div><p class="MsoNormal"><b><span style="color:rgb(80,0,80)">811 Kirkland Ave. Suite 201 </span></b><span style="color:rgb(80,0,80)">(please note new address!)<u></u><u></u></span></p></div><div><p class="MsoNormal"><span style="color:rgb(80,0,80)">Kirkland, WA 98033<u></u><u></u></span></p></div><div><p class="MsoNormal"><span style="color:rgb(80,0,80)">206-383-6484 (Cell Phone)<u></u><u></u></span></p></div><div><p class="MsoNormal"><span style="color:rgb(80,0,80)">206-659-1512 (Main Office)<u></u><u></u></span></p></div><div><p class="MsoNormal"><span style="color:rgb(80,0,80)"><u></u> <u></u></span></p></div><div><p class="MsoNormal"><span style="color:rgb(80,0,80)"><u></u> <u></u></span></p></div><div><p class="MsoNormal"><span style="color:rgb(80,0,80)">Legal stuff I have to put in... <i>To ensure compliance with Treasury Department and IRS regulations, we inform you that, unless expressly indicated otherwise, any federal tax advice contained in this communication (including any attachments) is not intended or written by CMS Law Firm LLC to be used, and cannot be used by the taxpayer, for the purpose of: (i) avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code; or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein (or any attachments).</i><u></u><u></u></span></p></div></div></div></div></div></div></div></div></div></div>***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***<br>
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