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<p class="MsoNormal">I would just add that I have started moving towards mandatory accounting to certain classes of folks, under certain circumstances, especially in smaller families or where Co-Prs or Co-Agents are requested. I think this serves multiple
purposes. First, the fiduciary should start off keeping good records from the beginning, it provides transparency, which generally is a good thing, the cases I see where this an abuse of fiduciary powers, it’s often the fact that a legal claim exists but
not a practical one (financial harm is already done and generally the cost/benefit analysis doesn’t make it worth pursuing) and it allows dialogue before there are potentially substantial misunderstandings.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I haven’t gotten my accounting language where I like it yet but I keep working on it – if anyone else has adopted this practice and would like to share that, I’d be grateful.<o:p></o:p></p>
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<p class="MsoNormal" style="margin-bottom:0in"><i><span style="font-size:11.0pt;font-family:"Script MT Bold"">Diane J. Kiepe<o:p></o:p></span></i></p>
<p class="MsoNormal" style="margin-bottom:0in"><i><span style="font-size:11.0pt;font-family:"Script MT Bold""><o:p> </o:p></span></i></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Diane J. Kiepe<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Douglas Eden<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">717 W. Sprague Ave.<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Suite 1500<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Spokane, WA 99201<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><a href="mailto:djkiepe@depdslaw.com"><span style="color:#0563C1">djkiepe@depdslaw.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">509-455-5300<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Stuart Scarff<br>
<b>Sent:</b> Tuesday, January 31, 2023 9:40 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com>; wsbarp@lists.wsbarppt.com<br>
<b>Subject:</b> Re: [WSBAPT] Question On Joint Personal Representatives<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Georgia Pro",serif">Dave,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Georgia Pro",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Georgia Pro",serif">Letters Testamentary can be issued to Co-Personal Representatives, but for reasons unbeknownst to me, many banks and a few credit unions are rejecting Co-Personal Representatives and stating
they will only recognize one Personal Representative. Major pain. To avoid this headache, I am encouraging clients to name a single Personal Representative with alternate PRs.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Georgia Pro",serif"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:16.0pt;font-family:"Monotype Corsiva";color:blue">Stuart Scarff, Esq.<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:9.0pt;font-family:"Comic Sans MS";color:navy">3035 Island Crest Way, Suite 201</span><span style="font-size:9.0pt;color:navy"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:9.0pt;font-family:"Comic Sans MS";color:navy">Mercer Island, WA 98040</span><span style="font-size:9.0pt;font-family:"Calibri",sans-serif;color:navy"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:9.0pt;font-family:"Comic Sans MS";color:navy">206.236.1500<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:9.0pt;font-family:"Comic Sans MS";color:navy">206.905.5912 (fax)<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:9.0pt;font-family:"Comic Sans MS";color:navy"><a href="http://www.scarfflaw.com/">www.scarfflaw.com</a><o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:13.5pt;font-family:Webdings;color:#008040">P</span><span style="font-size:7.5pt;font-family:"Verdana",sans-serif;color:#008040"> Please consider the environment before printing this e-mail</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:7.5pt;font-family:"Calibri",sans-serif;color:navy">This message and any attachments hereto are intended for the exclusive use of the addressee and may contain proprietary, confidential and/or
privileged information. If you are not the intended recipient, please delete this message and notify me immediately that you received this message in error; and do not copy, disclose or distribute this message to anyone.</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Georgia Pro",serif"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">
<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>Dave Culbertson<br>
<b>Sent:</b> Tuesday, January 31, 2023 9:09 AM<br>
<b>To:</b> <a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>;
<a href="mailto:wsbarp@lists.wsbarppt.com">wsbarp@lists.wsbarppt.com</a><br>
<b>Subject:</b> [WSBAPT] Question On Joint Personal Representatives<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:0in">Hello, Probate Listmates.<o:p></o:p></p>
<p class="MsoNormal" style="margin-bottom:0in"><o:p> </o:p></p>
<p class="MsoNormal" style="margin-bottom:0in">A quick question on pros and cons. A client wants to have two relatives act as joint Personal Representatives in her Will. I’m not sure that is possible to give letters testamentary to two people, but if it is
my instinct is that it would be better to have one be the personal representative and the other be a successor PR. Any arguments for and against?<o:p></o:p></p>
<p class="MsoNormal" style="margin-bottom:0in"><o:p> </o:p></p>
<p class="MsoNormal" style="margin-bottom:0in">Thanks in advance.<o:p></o:p></p>
<p class="MsoNormal" style="margin-bottom:0in"><o:p> </o:p></p>
<p class="MsoNormal" style="margin-bottom:0in"><o:p> </o:p></p>
<p class="MsoNormal" style="margin-bottom:0in">Best Regards,<o:p></o:p></p>
<p class="MsoNormal" style="margin-bottom:0in"><o:p> </o:p></p>
<p class="MsoNormal" style="margin-bottom:0in">Dave Culbertson<o:p></o:p></p>
<p class="MsoNormal" style="margin-bottom:0in"><o:p> </o:p></p>
<p class="MsoNormal" style="margin-bottom:0in"><b>The Law Office of Davisson Culbertson</b><o:p></o:p></p>
<p class="MsoNormal" style="margin-bottom:0in">PO 20403<o:p></o:p></p>
<p class="MsoNormal" style="margin-bottom:0in">Seattle, WA 98102<o:p></o:p></p>
<p class="MsoNormal" style="margin-bottom:0in"><i><o:p> </o:p></i></p>
<p class="MsoNormal" style="margin-bottom:0in"><i>Phone: </i>(206) 478-8134<i><o:p></o:p></i></p>
<p class="MsoNormal" style="margin-bottom:0in"><i>FAX: </i>(866) 867-7796<i><o:p></o:p></i></p>
<p class="MsoNormal" style="margin-bottom:0in"><a href="mailto:dculbertson@culbertsonlawoffice.com" target="_blank"><i>dculbertson@culbertsonlawoffice.com</i></a><o:p></o:p></p>
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