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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Yes, and although I don’t mean to harp “too much” on statutory interpretation, I think this is another reason it’s so important to “return to basics” every time we analyze
an issue in this fun, thorny field. A “will” is defined by statute and does not require one blasted disposition of one piece of property. It is an instrument that is executed properly under either of two statutes cited in the definition of “will.”
<a href="https://app.leg.wa.gov/RCW/default.aspx?cite=11.02.005">https://app.leg.wa.gov/RCW/default.aspx?cite=11.02.005</a> – see sub (24).
<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">Susie’s will that only appoints an executor is just as valid as Jim’s that only disposes of his home and adjacent acreage as Chris’s that only names a guardian of her minor
children and appoints her best friend who’s a CPA as (for example) “trustee or custodian or whatever the law calls the person who cares for my minor children’s money while my family are caring for my children, because my family can’t manage money at all!”
<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">How is that inadmissible or ambiguous or requiring of judicial anything other than appointment of the named people? It’s plain English, and kudos to Chris for doing at least
that much (if executed and witnessed as required, etc.).<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">If we consider basics – each time – then we get to the right answer. Otherwise, if we expect a document like a will to fit a template
<u>of <b><i>our</i></b> creation</u>, then we can cause ourselves a lot of trouble, right up to committing malpractice.<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">Happy weekending, all! 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> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Bruce Moen<br>
<b>Sent:</b> Saturday, February 4, 2023 5:34 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Is it a valid Will<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Without an ambiguity, there is no basis to admit any evidence other than “the four corners of the Will.”<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I had a similar case 20 years ago where a person wrote their own Will and carefully named every item with a specific bequest. No residue clause and died with a big fat residue. Litigation. Ex Parte, Revision and the Court of Appeals (unpublished)
all held no extrinsic evidence and passes by intestacy. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"> Bruce Moen<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<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>Roger Hawkes<br>
<b>Sent:</b> Saturday, February 4, 2023 11:25 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] Is it a valid Will<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Does anyone else think a hearing should be held to take evidence about what the ‘testator’ intended?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<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>Kokie Adams<br>
<b>Sent:</b> Thursday, February 2, 2023 5:15 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> Re: [WSBAPT] Is it a valid Will<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#1F497D">Thanks for all the quick replies. This Will is missing any distribution clause (so intestacy statute applies) – not is there a paragraph with non-intervention powers or waiver
of bond – the only thing it does contain is appointment of Executor. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#1F497D"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496">Best regards,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-family:"Times New Roman",serif;color:#2F5496">Kokie Adams<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:8.0pt;font-family:"Times New Roman",serif;color:#2F5496">(pronouns she/her/hers)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#4472C4"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#2F5496"><img border="0" width="205" height="31" style="width:2.1309in;height:.3214in" id="Picture_x0020_3" src="cid:image001.jpg@01D938C2.8254B2A0" alt="Adams-Logo-Print-300dpi-900wide"></span><span style="font-family:"Times New Roman",serif;color:#2F5496"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496">7127 - 196th Street S.W.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496">Suite 201<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496">Lynnwood, WA 98036<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496">425.774.0444 (phone)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496"><a href="mailto:kokie@adamslawgroupnw.com">kokie@adamslawgroupnw.com</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496"><o:p> </o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:5.0pt;margin-right:0in;margin-bottom:5.0pt;margin-left:0in">
<b><i><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#2F5496">CONFIDENTIALITY NOTICE:</span></i></b><i><span style="font-size:10.0pt;color:#2F5496"> This communication is private and confidential. It is intended to constitute an electronic
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<b>If you have received this communication in error, please notify this firm immediately by collect call at (425) 774-0444, or by reply to this communication and immediately delete the message.</b></span></i><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#2F5496"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#1F497D"><o:p> </o:p></span></p>
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<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<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>Mark Reinhardt<br>
<b>Sent:</b> Thursday, February 2, 2023 4:33 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> Re: [WSBAPT] Is it a valid Will<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I also had a Will that appointed a PR but had no residue clause. It was prepared by an attorney(!) We offered the Will and proceeded as a testate probate, but, noting the omission cited the intestacy statutes for distribution in the petition
and order.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<p class="MsoNormal" align="center" style="text-align:center"><b><span style="color:#C00000">***When responding to this email, please
<i>reply all</i>***<o:p></o:p></span></b></p>
<p class="MsoNormal" style="text-align:justify"><span style="font-size:12.0pt;color:black">Best regards</span><span style="font-size:9.0pt;color:black">,<o:p></o:p></span></p>
<p class="MsoNormal" style="text-align:justify"><i><span style="font-size:22.0pt;color:black">Mark<o:p></o:p></span></i></p>
<p class="MsoNormal"><b><u><span style="font-size:10.0pt;color:#C0504D"><o:p><span style="text-decoration:none"> </span></o:p></span></u></b></p>
<p class="MsoNormal" style="text-align:justify"><b><span style="color:black">Mark A. Reinhardt<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:black">Attorney<o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="color:#44546A">Rehberg Law Group, PLLC </span>
<span style="color:black"><o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:black">Ryan Y Rehberg, Partner | Mark A. Reinhardt, Partner | James A. Davies, Partner |
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:black">J. Sabrina Go<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:black">Assistant: Tammy Bowen |
<a href="mailto:tbowen@rehberglaw.com"><span style="color:blue">tbowen@rehberglaw.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:black">SeaTac - (mailing address) 18000 International Blvd, Suite 550, SeaTac, WA 98188<o:p></o:p></span></p>
<p class="MsoNormal"><span lang="FR" style="font-size:9.0pt;color:black">Bellevue - 1400 112th Ave SE, Suite 100, Bellevue, WA 98004<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:black">Phone - 206.246.8772 ext. 333 | Toll Free 877.246.8772 | Fax 206.454.7910<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<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>Diane J. Kiepe<br>
<b>Sent:</b> Thursday, February 2, 2023 4:10 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> Re: [WSBAPT] Is it a valid Will<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">The other item a Will might be good for, though defunct in some ways, is to have a written waiver of bond and non intervention powers. If the Will doesn’t have that, you
can still request no bond and non-intervention, just need to cite the appropriate statutes.<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>
<div>
<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">djkiepe@depdslaw.com</a><o:p></o:p></p>
<p class="MsoNormal">509-455-5300<o:p></o:p></p>
</div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<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>Nick Pleasants<br>
<b>Sent:</b> Thursday, February 2, 2023 3:52 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> Re: [WSBAPT] Is it a valid Will<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Kokie,<o:p></o:p></p>
<p class="MsoNormal">The short will can be valid as to what it says. I recently had a one-page will admitted that said something like “I appoint my sister to sell my house and distribute the proceeds of sale to these people…”. It had no residue clause so decedent
would be intestate as to the residue, but the will is valid to appoint the executor and control disposition of the asset it covered. Does your will have any useful language? If not, I might file it with the probate court, but proceed under intestacy
<a href="https://apps.leg.wa.gov/rcw/default.aspx?cite=11.04.015">RCW 11.04.015</a>.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;color:black">Nicholas Pleasants | Shareholder
<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="color:black"><o:p> </o:p></span></b></p>
<p class="MsoNormal"><span style="color:#70AD47"><img border="0" width="223" height="95" style="width:2.3214in;height:.988in" id="Picture_x0020_2" src="cid:image002.jpg@01D938C2.8254B2A0" alt="OseranHahnAttyatLaw 8"></span><span style="color:#70AD47"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#70AD47"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:black">11225 SE 6<sup>th</sup> Street | Suite 100 | Bellevue, WA 98004<br>
Main: (425) 455-3900 | Fax: (425) 455-9201 | E-mail: <a href="mailto:npleasants@ohswlaw.com">
npleasants@ohswlaw.com</a> <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:#1F497D">CONFIDENTIALITY NOTE: This e-mail message contains information belonging to the law firm of Oseran Hahn, P.S., which may be privileged,
confidential and/or protected from disclosure. The information is intended only for the use of the individual or entity named above. If you think that you have received this message in error, please e-mail the sender. If you are not the intended recipient,
any dissemination, distribution or copying is strictly prohibited.<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<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>Kokie Adams<br>
<b>Sent:</b> Thursday, February 2, 2023 3:25 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] Is it a valid Will<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#1F497D">If a person creates a one page Will (from a form book) that is witnessed, but document fails to list to whom assets are to be distributed is it a valid Will? If so, to whom
are assets distributed? <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#1F497D"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496">Best regards,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-family:"Times New Roman",serif;color:#2F5496">Kokie Adams<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:8.0pt;font-family:"Times New Roman",serif;color:#2F5496">(pronouns she/her/hers)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#4472C4"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#2F5496"><img border="0" width="205" height="31" style="width:2.1309in;height:.3214in" id="Picture_x0020_6" src="cid:image001.jpg@01D938C2.8254B2A0" alt="Adams-Logo-Print-300dpi-900wide"></span><span style="font-family:"Times New Roman",serif;color:#2F5496"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496">7127 - 196th Street S.W.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496">Suite 201<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496">Lynnwood, WA 98036<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496">425.774.0444 (phone)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496"><a href="mailto:kokie@adamslawgroupnw.com">kokie@adamslawgroupnw.com</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:#2F5496"><o:p> </o:p></span></p>
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<b><i><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#2F5496">CONFIDENTIALITY NOTICE:</span></i></b><i><span style="font-size:10.0pt;color:#2F5496"> This communication is private and confidential. It is intended to constitute an electronic
communication within the meaning of the Electronic Communications Privacy Act, 18 USC 2510. Its disclosure is strictly limited to and intended for the sole use of the recipient intended by the sender of this message. This message may contain information which
is privileged or otherwise exempt from disclosure under applicable law. You are hereby notified that any dissemination, distribution or duplication of this communication by someone other than the intended addressee or its designated agent is strictly prohibited.
<b>If you have received this communication in error, please notify this firm immediately by collect call at (425) 774-0444, or by reply to this communication and immediately delete the message.</b></span></i><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#2F5496"><o:p></o:p></span></p>
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