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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">In the last few months, I’ve had several cases where one heir was added to a bank account of the now decedent for convenience. One was by a power of attorney. Another was
by account holder but may not have had knowledge of legal consequences of doing so. All accounts had only monies from the decedent and was used to pay decedent’s bills. Then, as you may have guessed, all monies are taken by the joint holder either right
before death or after death. I am researching for filing a TEDRA and wondered if anyone has a sample with these arguments to share or a court order after hearing determining that the monies were part of the Estate and wrongfully taken. I will include claims
of vulnerable abuse for those before death and for asset to be residual of Estate after death.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">2 cases – there is a Will which does not address non-probate assets.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">Residual goes to all children not just one who had POA and changed asset to be joint w/right of survivorship.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">Will written long before POA and addition of one heir on joint bank account.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">RCW 11.11.020<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">Disposition of nonprobate assets under will.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">(1) Subject to community property rights, upon the death of an owner the owner's interest in any nonprobate asset specifically referred to in the owner's will belongs to the
testamentary beneficiary named to receive the nonprobate asset, notwithstanding the rights of any beneficiary designated before the date of the will.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">(2) A general residuary gift in an owner's will, or a will making general disposition of all of the owner's property, does not entitle the devisees or legatees to receive nonprobate
assets of the owner.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">(3) A disposition in a will of the owner's interest in "all nonprobate assets" or of all of a category of nonprobate asset under RCW 11.11.010(7), such as "all of my payable
on death bank accounts" or similar language, is deemed to be a disposition of all the nonprobate assets the beneficiaries of which are designated before the date of the will.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">(4) If the owner designates a beneficiary for a nonprobate asset after the date of the will, the specific provisions in the will that attempt to control the disposition of
that asset do not govern the disposition of that nonprobate asset, even if the subsequent beneficiary designation is later revoked. If the owner revokes the later beneficiary designation, and there is no other provision controlling the disposition of the asset,
the asset shall be treated as any other general asset of the owner's estate, subject to disposition under the other applicable provisions of the will. A beneficiary designation with respect to an asset that renews without the signature of the owner is deemed
to have been made on the date on which the account was first opened.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><i><span style="font-family:"Arial",sans-serif;color:#1F497D">Dalynne Singleton</span></i></b><span style="mso-ligatures:none"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-family:"Arial",sans-serif;color:#1F497D">Gourley Law Group</span></b><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-family:"Arial",sans-serif;color:#1F497D">Snohomish Escrow</span></b><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-family:"Arial",sans-serif;color:#1F497D">The Exchange Connection</span></b><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D">1002 10<sup>th</sup> Street / PO Box 1091</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D">Snohomish, WA 98291</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D">360.568.5065</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:#1F497D">360.568.8092 fax</span><o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:dalynne@glgmail.com" target="_blank"><span style="font-family:"Arial",sans-serif;color:#0563C1">dalynne@glgmail.com</span></a><o:p></o:p></p>
<p class="MsoNormal"><u><span style="font-family:"Arial",sans-serif;color:#0563C1">Website:
</span></u><a href="http://www.glglawgroup.com/" target="_blank"><span style="font-family:"Arial",sans-serif;color:blue">www.glglawgroup.com</span></a><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Attorney/client meetings will be handled by teleconference or virtually whenever possible. If you would like to set a telephone conference, zoom, Microsoft teams or in person meeting, please
call or email my paralegal <u><span style="color:blue"><a href="mailto:theresa@glgmail.com,%20angelina@glgmail.com"><span style="color:#0563C1">theresa@glgmail.com, angelina@glgmail.com</span></a></span></u> or
<a href="mailto:selina@glgmail.com"><span style="color:blue">selina@glgmail.com</span></a>.<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><i><span style="font-family:Californian;color:black">LICENSED IN WASHINGTON</span></i><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:black">IMPORTANT/CONFIDENTIAL: This e-mail message (and any attachments accompanying it) may contain confidential information, including information protected by attorney-client privilege.
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