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<p class="MsoNormal"><span style="font-size:16.0pt">I would second Josh’s but also open to correction.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt">The newer statute seems to have made us a little more cautious but every time I work through it I have come up with the results stated below. Parents don’t get notice because presumably, upon notice of the
opening of the probate, they have had an opportunity to challenge any Will presented. The nonprobate folks will deal with payor of such assets directly.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt">Best of luck.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
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<p class="MsoNormal"><i><span style="font-family:"Script MT Bold"">Diane J. Kiepe<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold""><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>
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<p class="MsoNormal"><span style="font-size:16.0pt"><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>Joshua McKarcher<br>
<b>Sent:</b> Tuesday, August 9, 2022 4:37 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Notice of Filing of Declaration of Completion<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">I’m going to boldly guess without referring to the statute to test my understanding (although I do read the statute each time if it’s anywhere near this complex). I am thinking:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo3"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Initial notice of probate: parents (heirs) and devisees named in will. Nobody else required.<o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo3"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Notice of completion: only devisees. Not parents or nonprobate asset recipients. (And it may be that devisees are
only those who get residuary gifts. It’s possible you don’t owe it to anyone whose specific gift was paid already, but I’m not sure I ever rely on that one.)<o:p></o:p></span></li></ol>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">But I will say, Steve, I recently analyzed this in an odd one, and I honestly thought the statute could use a “clarity update” for sure.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">So now we shall see what the People Who Know say, and I may be crawling under a rock . . . ???<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Best, Josh
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
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<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><a href="mailto:steve@aitalaw.com">steve@aitalaw.com</a><br>
<b>Sent:</b> Tuesday, August 9, 2022 5:06 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> [WSBAPT] Notice of Filing of Declaration of Completion<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-family:"Franklin Gothic Book",sans-serif">This seems like a really elementary question, and I’m a little embarrassed to be asking it, but I’ve suddenly got a bug in my head and I’m wondering if maybe I’ve been doing this
wrong for the last 25 years. RCW 11.68.110(4) and 11.96A.030(5) have got me questioning myself, especially with the latter’s “and may include without limitation the following” language. Here’s the scenario:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Franklin Gothic Book",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Franklin Gothic Book",sans-serif">Decedent died leaving a valid Will, naming a non-relative friend as PR. No spouse or kids, but she is survived by both parents, two brothers, and five adult nieces. Her Will leaves
nothing to her parents, but makes specific gifts to Brother A and Nieces 1, 2, and 3, and the residue goes to Brother B. Nieces 4 and 5 receive gifts of nonprobate assets. Estate has been administered without a hitch or hiccup and is about ready to close.
Really easy.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Franklin Gothic Book",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Franklin Gothic Book",sans-serif">Here’s my question: Who are the “parties” entitled to notice of the filing of the Declaration of Completion? Just the devisees under the Will? The devisees plus the beneficiaries
of the nonprobate assets? The devisees plus the nonprobate beneficiaries plus the parents?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Franklin Gothic Book",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Franklin Gothic Book",sans-serif">I think I may be overthinking this…<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Franklin Gothic Book",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif">---------</span><span style="font-family:"Franklin Gothic Book",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif">This e-mail is covered by the U.S. Electronic Communications Privacy Act, 18 U.S.C. 2510-2521. This e-mail was sent by an attorney or his agent, is intended only
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif"> </span><span style="font-family:"Franklin Gothic Book",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif">P. Stephen Aita</span><span style="font-family:"Franklin Gothic Book",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif">Attorney at Law</span><span style="font-family:"Franklin Gothic Book",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif">Admitted in Washington & Idaho</span><span style="font-family:"Franklin Gothic Book",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif"> </span><span style="font-family:"Franklin Gothic Book",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif">3010 Harborview Dr., Suite 301</span><span style="font-family:"Franklin Gothic Book",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif">Gig Harbor, WA 98335-1977</span><span style="font-family:"Franklin Gothic Book",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif">Tel.: (253) 858-5434</span><span style="font-family:"Franklin Gothic Book",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif">Fax: (253) 276-2373</span><span style="font-family:"Franklin Gothic Book",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif"> </span><span style="font-family:"Franklin Gothic Book",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif"><a href="steve@aitalaw.com">steve@aitalaw.com</a></span><span style="font-family:"Franklin Gothic Book",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif"><a href="www.aitalaw.com">www.aitalaw.com</a></span><span style="font-family:"Franklin Gothic Book",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Franklin Gothic Book",sans-serif"><a href="www.facebook.com/aitalaw">www.facebook.com/aitalaw</a></span><span style="font-family:"Franklin Gothic Book",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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