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<div dir="ltr" data-setdir="false">TEDRA agreement or RCW 11.96A.125 if you have clear, cogent, and convincing evidence of the Testator's intent see The Estate of Earl Holmes Div I Unpublished allowing for insertion of provision for the disposition of estate where the Will had no article disposing of any of the estate's assets.<br> </div><div><br></div>
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On Monday, August 29, 2022 at 11:25:34 AM PDT, Diane J. Kiepe <djkiepe@depdslaw.com> wrote:
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<p class="yiv9575273642MsoNormal"><span style="font-size:16.0pt;">I have had this happen and by law the items that are not specifically distributed would in fact pass under intestacy laws. It’s as if the probate is partially testate and partially intestate. You could ask
for instructions if you are concerned but I am of the opinion that it is unnecessary.
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<p class="yiv9575273642MsoNormal"><span style="font-size:16.0pt;"> </span></p>
<p class="yiv9575273642MsoNormal"><span style="font-size:16.0pt;">For the future, if you didn’t do it this time, if you run into this, mention it in the petition and direct how it will be distributed.</span></p>
<p class="yiv9575273642MsoNormal"><span style="font-size:16.0pt;"> </span></p>
<p class="yiv9575273642MsoNormal"><span style="font-size:16.0pt;">Good old self-lawyering.</span></p>
<p class="yiv9575273642MsoNormal"><span style="font-size:16.0pt;"> </span></p>
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<p class="yiv9575273642MsoNormal"><i><span style="font-family:MT;">Diane J. Kiepe</span></i></p>
<p class="yiv9575273642MsoNormal"><i><span style="font-family:MT;"> </span></i></p>
<p class="yiv9575273642MsoNormal">Diane J. Kiepe</p>
<p class="yiv9575273642MsoNormal">Douglas Eden</p>
<p class="yiv9575273642MsoNormal">717 W. Sprague Ave.</p>
<p class="yiv9575273642MsoNormal">Suite 1500</p>
<p class="yiv9575273642MsoNormal">Spokane, WA 99201</p>
<p class="yiv9575273642MsoNormal"><a rel="nofollow noopener noreferrer" shape="rect" ymailto="mailto:djkiepe@depdslaw.com" target="_blank" href="mailto:djkiepe@depdslaw.com"><span style="color:#0563C1;">djkiepe@depdslaw.com</span></a></p>
<p class="yiv9575273642MsoNormal">509-455-5300</p>
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<p class="yiv9575273642MsoNormal"><span style="font-size:16.0pt;"> </span></p>
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<p class="yiv9575273642MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Joshua Grant<br clear="none">
<b>Sent:</b> Monday, August 29, 2022 10:35 AM<br clear="none">
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br clear="none">
<b>Subject:</b> Re: [WSBAPT] Administering Probate when Will lacks residuary clause</p>
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<p class="yiv9575273642MsoNormal"> </p>
<p class="yiv9575273642MsoNormal"><a rel="nofollow noopener noreferrer" shape="rect" name="OLE_LINK1"></a><a rel="nofollow noopener noreferrer" shape="rect" name="OLE_LINK2"><span style="">Distribute under intestate statute; never have done this but I would (1) do a TEDRA agreement with all heirs signing off on it or (2) ask for instructions
from the court.</span></a></p>
<p class="yiv9575273642MsoNormal"><span style=""><span style=""> </span></span></p>
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<p class="yiv9575273642MsoNormal"><span style=""><span style=""><b><span style="font-size:18.0pt;color:#004080;">Joshua F. Grant</span></b></span></span><span style=""><span style=""><span style="font-size:14.0pt;color:#004080;"><br clear="none">
</span></span></span><span style=""><span style=""><span style="font-size:14.0pt;color:black;"><img id="yiv9575273642Picture_x0020_2" border="0" width="166" height="34" style="width:1.7291in;min-height:.3541in;" src="cid:uFZDHN1dcV42wjTkPt73" yahoo_partid="1.2"></span></span></span><span style=""><span style=""><span style="font-size:14.0pt;color:black;"><br clear="none">
</span><span style="color:#004080;">P. O. Box 619<br clear="none">
Wilbur, WA 99185<br clear="none">
509 647 5578</span></span></span></p>
<p class="yiv9575273642MsoNormal"><span style=""><span style=""></span></span><a rel="nofollow noopener noreferrer" shape="rect" ymailto="mailto:jgrant@advocateslg.com" target="_blank" href="mailto:jgrant@advocateslg.com"><span style=""><span style="">jgrant@advocateslg.com</span></span><span style=""><span style=""></span></span></a><span style=""></span><span style=""></span><span style="color:#004080;"></span></p>
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<p class="yiv9575273642MsoNormal"> </p>
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<p class="yiv9575273642MsoNormal"><b>From:</b> <a rel="nofollow noopener noreferrer" shape="rect" ymailto="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank" href="mailto:wsbapt-bounces@lists.wsbarppt.com">
wsbapt-bounces@lists.wsbarppt.com</a> <<a rel="nofollow noopener noreferrer" shape="rect" ymailto="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank" href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b><a rel="nofollow noopener noreferrer" shape="rect" ymailto="mailto:msafren@jennylinglaw.com" target="_blank" href="mailto:msafren@jennylinglaw.com">msafren@jennylinglaw.com</a><br clear="none">
<b>Sent:</b> Saturday, August 27, 2022 12:01 PM<br clear="none">
<b>To:</b> 'WSBA Probate & Trust Listserv' <<a rel="nofollow noopener noreferrer" shape="rect" ymailto="mailto:wsbapt@lists.wsbarppt.com" target="_blank" href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br clear="none">
<b>Subject:</b> [WSBAPT] Administering Probate when Will lacks residuary clause</p>
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<p class="yiv9575273642MsoNormal"> </p>
<p class="yiv9575273642MsoNormal">Hello Fellow Listservers,</p>
<p class="yiv9575273642MsoNormal"> </p>
<p class="yiv9575273642MsoNormal">My client is needs to probate an estate, where the decedent had a valid will that had no residuary clause and some of estate assets are not specifically named or bequeathed to others. The decedent apparently executed the will from an
internet template. The will follows all the other formalities, it is self-proving, names a PR, empowers the PR to act without court intervention or bond, and specifies that the PR has all the powers necessary to administer the estate.
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<p class="yiv9575273642MsoNormal"> </p>
<p class="yiv9575273642MsoNormal">Has anyone ever encountered a situation like this, where only some of the probate assets are bequeathed under the will and other probate assets are completely unaddressed due to a total lack of a residuary clause? If so, did the PR distribute
the assets which are not addressed under the will via the laws of intestacy? If not, how did you advise the PR to administer the estate?
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<p class="yiv9575273642MsoNormal"> </p>
<p class="yiv9575273642MsoNormal">Any advise or references to case law answering this question are appreciated. Thank you in advance.
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<p class="yiv9575273642MsoNormal"> </p>
<p class="yiv9575273642MsoNormal"><span style="color:black;">Warmest regards,<br clear="none">
<br clear="none">
</span><b><span style="font-size:12.0pt;color:purple;">Michael S. Safren, Esq.</span></b>
<b><br clear="none">
</b><i>Attorney at Law</i> <br clear="none">
<br clear="none">
14900 Interurban Ave. S., Ste. 280 | Seattle, WA 98168 <br clear="none">
11900 NE 1st St., Bldg. G - Ste. 300 | Bellevue, WA 98005 <br clear="none">
P: (206) 859-5098 | E: <a rel="nofollow noopener noreferrer" shape="rect" ymailto="mailto:msafren@jennylinglaw.com" target="_blank" href="mailto:msafren@jennylinglaw.com">
<span style="color:blue;">msafren@jennylinglaw.com</span></a> <br clear="none">
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