<div dir="ltr"><div class="gmail_default" style="font-family:arial,sans-serif">Greetings List Members - </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">I have been assisting a Successor Trustee with the administration of a Trust upon the death of the Trustor.  The Successor Trustee has NO BLOOD RELATION to the Trustor, but was like a family member.  We all know the type. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">Here is the issue - there is no Pour-Over Will. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">The Decedent Trustor had done an amazing job of leaving every single asset into his Trust. We filed the non-probate Notice to creditors, the successor trustee has successfully closed all accounts (phone, cable, utilities, etc.) - all that is left would be to claim an income tax refund. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">I have been shown an IRS form that asks three questions - is there a will; has the will be probated/are you the PR; and if the answer to the first two are no, will you pay out the refund according to law in the state where he died. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">Since there is no Pour-Over Will.....if the Trustee claims the money, she will need to locate the family members (who were - for all intents and purposes - disinherited by their father) and spread the income tax refund to them because this is a tax refund for him, personally, not for the Trust that had been set up using his Social Security number. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">For many reasons, this is not a path the Trustee would like to go down but I am not seeing an alternative. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">Appreciate any tips or suggestions. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br>Thank you!</div><div class="gmail_default" style="font-family:arial,sans-serif">Brent</div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif"><b style="font-family:Arial,Helvetica,sans-serif"><span style="font-family:"Times New Roman",serif"><br></span></b></div><div class="gmail_default" style="font-family:arial,sans-serif"><b style="font-family:Arial,Helvetica,sans-serif"><span style="font-family:"Times New Roman",serif"><br></span></b></div><div class="gmail_default" style="font-family:arial,sans-serif"><b style="font-family:Arial,Helvetica,sans-serif"><span style="font-family:"Times New Roman",serif">Brent
Williams-Ruth</span></b><span style="font-family:"Times New Roman",serif"> (pronouns: he/him)</span></div><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div dir="ltr"><p><span style="font-family:"Times New Roman",serif">
<i>Attorney-At-Law</i></span></p><p><b><span style="font-family:"Times New Roman",serif">Law
Offices of Brent Williams-Ruth, </span></b><b><span style="font-family:"Times New Roman",serif"><font size="1">a division of BWR Consulting, PLLC</font></span></b><b><span style="font-family:"Times New Roman",serif"></span></b></p><p><b><span style="font-family:"Times New Roman",serif">Physical Address: 500 S 336th Street, Suite 214; Federal
Way, WA 98003</span></b><span style="font-family:"Times New Roman",serif"></span></p><p><b><span style="font-family:"Times New Roman",serif"><font color="#ff0000">**EFFECTIVE IMMEDIATELY**</font> All mail sent through the USPS should be sent to the following address: </span></b><b><span style="font-family:"Times New Roman",serif">PO BOX 3319; Federal Way, WA 98063 </span></b></p><p><span style="font-family:"Times New Roman",serif">Office/Scheduling
Phone:<span style="color:#004080"> </span><font color="#ff0000">(253) 285-7751</font></span></p><p><span style="font-family:"Times New Roman",serif">Direct:<font color="#ff0000"> (253) 285-7453</font></span></p><p>









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