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<p class="MsoNormal">I haven’t searched case law, but would the immediate vesting rule under RCW 11.04.250 and RCW 11.04.290 suggest that rents from real estate that immediately vests also goes to that beneficiary? RCW 11.04.250 says:<o:p></o:p></p>
<p class="MsoNormal" style="margin-left:.5in"><o:p> </o:p></p>
<p class="MsoNormal" style="margin-left:.5in">The title and right to possession of such lands, tenements, or hereditaments so vested in such heirs or devisees,
<span style="background:yellow;mso-highlight:yellow">together with the rents, issues, and profits thereof</span>, shall be good and valid against all persons claiming adversely to the claims of any such heirs, or devisees, excepting only the personal representative
when appointed, and persons lawfully claiming under such personal representative....<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I know that it’s still subject to the PR and the Estate debts, but if there is a specific bequest of real estate, then I think the abatement scheme under RCW 11.10.010 would mean that the rents would be classified as specific bequest, same
as the real estate itself. Which means the PR needs to exhaust intestate and residuary property before invading the rents to pay estate expenses.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">On the other hand, should the rents be used to pay property-specific expenses, such as property taxes and insurance, or are those general administrative expenses? I dunno.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Sincerely,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Eric<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Eric C. Nelsen<o:p></o:p></p>
<p class="MsoNormal">Sayre Law Offices, PLLC<o:p></o:p></p>
<p class="MsoNormal">1417 31st Ave South<o:p></o:p></p>
<p class="MsoNormal">Seattle WA 98144-3909<o:p></o:p></p>
<p class="MsoNormal">206-625-0092<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:eric@sayrelawoffices.com"><span style="color:#0563C1">eric@sayrelawoffices.com</span></a><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></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> Sunday, May 28, 2023 5:34 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Rental income from an asset subject to a specific bequest?<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Diane, <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Thank you very much. <o:p></o:p></p>
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<p class="MsoNormal">I agree on a gut level, but cannot find any authority. <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Do you know of any? <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Thanks again, <o:p></o:p></p>
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<p class="MsoNormal">Bruce <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Bruce Moen, Attorney <o:p></o:p></p>
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<p class="MsoNormal">1200 5th Avenue, Suite 625 <o:p></o:p></p>
<p class="MsoNormal">Seattle, WA 98101<o:p></o:p></p>
<p class="MsoNormal">206-441-1156<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b><span style="color:black">From:</span></b><span style="color:black">
<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>> on behalf of Diane J. Kiepe <<a href="mailto:DJKiepe@depdslaw.com">DJKiepe@depdslaw.com</a>><br>
<b>Sent:</b> Sunday, May 28, 2023 1:54:06 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> Re: [WSBAPT] Rental income from an asset subject to a specific bequest?</span>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">The rent should definitely follow the specific bequest of the home. The question is what if anything, of that rent was used to pay expenses for that property (a potential
and likely offset). Real Property, its rights and burdens, vest in the devisee at death, subject only to claims against the estate.</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">In fact, and I would be the PR did not do this, the estate was likely to be required to file a 1041 since death since the filing threshold is gross income over $600 – heck,
that is typically under one month’s rent.</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Good luck.</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
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<p class="xmsonormal"><i><span style="font-family:"Script MT Bold"">Diane J. Kiepe</span></i><o:p></o:p></p>
<p class="xmsonormal"><i><span style="font-family:"Script MT Bold""> </span></i><o:p></o:p></p>
<p class="xmsonormal">Diane J. Kiepe<o:p></o:p></p>
<p class="xmsonormal">Douglas Eden<o:p></o:p></p>
<p class="xmsonormal">717 W. Sprague Ave.<o:p></o:p></p>
<p class="xmsonormal">Suite 1500<o:p></o:p></p>
<p class="xmsonormal">Spokane, WA 99201<o:p></o:p></p>
<p class="xmsonormal"><a href="mailto:djkiepe@depdslaw.com">djkiepe@depdslaw.com</a><o:p></o:p></p>
<p class="xmsonormal">509-455-5300<o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
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<p class="xmsonormal"><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>Bruce Moen<br>
<b>Sent:</b> Thursday, May 25, 2023 5:08 PM<br>
<b>To:</b> <a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br>
<b>Subject:</b> [WSBAPT] Rental income from an asset subject to a specific bequest?<o:p></o:p></p>
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<p class="xmsonormal"> <o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:12.0pt;color:black">Any authority to segregate the rental income of a residence during probate administration?</span><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:12.0pt;color:black"> </span><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:12.0pt;color:black">The Will has a specific bequest (specific devise?) of the residence to a person. That person does not share in the residue.</span><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:12.0pt;color:black"> </span><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:12.0pt;color:black">Assume that the residue is ample to pay all costs of the probate and that the rental income is not needed to make the estate solvent.</span><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:12.0pt;color:black"> </span><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:12.0pt;color:black">What if the renter is the PR and the PR takes the residue? </span><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:12.0pt;color:black"> </span><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:12.0pt;color:black"> Long administration of years.</span><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:12.0pt;color:black"> </span><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:12.0pt;color:black">Seems unfair that the PR paying the rent gets all of the rental returned via the residue whereas the Devisee gets nothing.</span><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:12.0pt;color:black"> </span><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:12.0pt;color:black">Thanks,</span><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:12.0pt;color:black"> </span><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:12.0pt;color:black"> Bruce Moen</span><o:p></o:p></p>
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<p class="xmsonormal"><span style="font-size:12.0pt;color:black"> </span><o:p></o:p></p>
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<p class="xmsonormal">*************************** <o:p></o:p></p>
<p class="xmsonormal">Bruce R. Moen<o:p></o:p></p>
<p class="xmsonormal">Moen Law Offices PS<o:p></o:p></p>
<p class="xmsonormal">1200 5<sup>th</sup> Avenue, Suite 625<o:p></o:p></p>
<p class="xmsonormal">Seattle, WA 98101<o:p></o:p></p>
<p class="xmsonormal">206-441-1156<o:p></o:p></p>
<p class="xmsoautosig"> <o:p></o:p></p>
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