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<p class="MsoNormal">Suzanne,<o:p></o:p></p>
<p class="MsoNormal">This strikes me as a case of extreme mental illness, and I would proceed very cautiously when it comes to trying to assign away this person’s inheritance. Off the cuff – given the facts that are apparent (in & out of homeless shelters,
jail, erratic behavior, illogical response to receiving large sum of $$), I would be inclined to file for a conservatorship. Let a GAL/court visitor (whatever the new appropriate term is) make a recommendation on whether it is warranted and select who would
serve, etc. If he gets checked out and is competent and still wants to assign it away, then so be it. But, I could see where it could bring accusations of taking advantage of an incapacitated person to simply prepare an assignment and obtain a signature.
<o:p></o:p></p>
<p class="MsoNormal">Good luck! <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-family:"Script MT Bold"">Jennifer L. White, Esq.</span>
<span style="font-family:"Script MT Bold""><o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><i><span style="font-family:"Arial Rounded MT Bold",sans-serif"><a href="mailto:jen@appletreelaw.com"><span style="color:#0563C1;font-style:normal">jen@appletreelaw.com</span></a><o:p></o:p></span></i></p>
<p class="MsoNormal"><span style="font-family:"Arial Rounded MT Bold",sans-serif">PO Box 11037<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial Rounded MT Bold",sans-serif">Yakima, WA 98909<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Arial Rounded MT Bold",sans-serif">509.225.9813<o:p></o:p></span></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>Suzanne Lieberman<br>
<b>Sent:</b> Thursday, July 21, 2022 5:56 AM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Advice re uncooperative heir<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Hello,<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">We have a client (sister of decedent), PR of intestate estate, whose only heir was missing at the beginning of probate, found 2 months in. He has been in and out of jail/on and off the streets, etc and agreed to accept a cell phone from
my client (spent one night with her) - and now wants nothing to do with his inheritance or his aunts/remaining family. He is inheriting about $900k.<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Client wants to attempt to do an assignment of interest and receipt/waiver for him per his original wishes but he is in and out of Uplift (homeless assistance in Seattle) and at the moment the staff there with the most contact says he won't
sign anything - but he still doesn't want his money. Anyone know what should be done at this point to break this stalemate? Does the PR just need to keep trying to get him to either take the money or assign his interest however long that takes or can the court
get involved?<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="color:#500050">Sincerely, <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#500050"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="color:#500050">Suzanne Lieberman<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#500050"><a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__cmslawfirm.com_&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=kDcM-fraYQNOZ1rCslLoMSSRXJQXmQVvRJbE6ymQGho&m=mcdE9cUsRdF5lMIHJFUxDtCbRsQO0vWhKxP3-leZBrc&s=2FQaa-WuxG1BOCo9ZONKpTCpbmFUWeYRGQDTF96m1Ew&e=" target="_blank"><span style="color:#1155CC">CMS
Law Firm LLC</span></a><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="color:#500050">811 Kirkland Ave. Suite 201 </span></b><span style="color:#500050">(please note new address!)<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#500050">Kirkland, WA 98033<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#500050">206-383-6484 (Cell Phone)<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#500050">206-659-1512 (Main Office)<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#500050"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="color:#500050"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="color:#500050">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><o:p></o:p></span></p>
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