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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple style='word-wrap:break-word'><div class=WordSection1><p class=MsoNormal>Attached is the case. <o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><b><span style='font-family:"Tahoma",sans-serif'>W. Jeff Davis<o:p></o:p></span></b></p><p class=MsoNormal><b><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'>BELL & DAVIS PLLC<o:p></o:p></span></b></p><p class=MsoNormal><b><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'>Attorneys at Law</span></b><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'><br>P.O. Box 510<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'>720 E. Washington Street, Suite 105<br>Sequim WA 98382<br>Phone: (360) 683.1129 <br>Fax: (360) 683.1258 <br>email: </span><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif'><a href="mailto:jeff@bellanddavispllc.com"><span style='color:#0563C1'>jeff@bellanddavispllc.com</span></a><span style='color:black'><br></span></span><a href="http://www.bellanddavispllc.com/" target="_blank"><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif'>www.bellanddavispllc.com</span></a><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'><br> <br>The information contained in this e-mail message may be privileged, confidential, and protected from disclosure. If you are not the intended recipient, any dissemination, distribution, or copying is strictly prohibited. If you think that you have received this e-mail message in error, please e-mail the sender at </span><a href="mailto:info@bellanddavispllc.com"><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif'>info@bellanddavispllc.com</span></a><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'> or call 360.683.1129.</span><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif'><o:p></o:p></span></p><p class=MsoNormal><b><o:p> </o:p></b></p><p class=MsoNormal><o:p> </o:p></p><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> <b>On Behalf Of </b>Sarah McCarthy<br><b>Sent:</b> Thursday, August 8, 2024 12:48 PM<br><b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br><b>Subject:</b> Re: [WSBAPT] Children "lose" last amendment to parent's trust<o:p></o:p></p></div><p class=MsoNormal><o:p> </o:p></p><div><div><div><div><p class=MsoNormal><span style='font-size:18.0pt;font-family:"Garamond",serif'>Jeff or anyone, <o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:18.0pt;font-family:"Garamond",serif'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:18.0pt;font-family:"Garamond",serif'>Circling back to this old post from 2022 -- Jeff Davis stated </span><span style='font-size:12.0pt;font-family:"Arial",sans-serif'> "I know the case involving proving the terms of a trust where no trust document exists." </span><span style='font-size:18.0pt;font-family:"Garamond",serif'><o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:18.0pt;font-family:"Garamond",serif'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:13.5pt;font-family:"Garamond",serif'>Can anyone save me some time and send me the name of that case? </span><o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal><span style='font-size:13.5pt;font-family:"Garamond",serif'>My facts involve a property titled in the name of a "family trust" (I presume RLT) from long ago, both original trust grantors deceased several decades ago, no one in the family has a copy of the trust, no one knows what the trust called for or who the successor trustee was supposed to be, if that person is even still alive, which seems unlikely. Family have just been paying property taxes all this time with no thought of clarifying current ownership. Family reportedly amicable, fortunately, so a TEDRA agreement hopefully possible.</span><o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal>Thanks,<o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal><span style='font-size:13.5pt;font-family:"Garamond",serif'>Sarah </span><o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><div><div><div><div><div><div><p style='margin:0in'><b><span style='font-family:"Arial",sans-serif;color:black'>Sarah O’Farrell McCarthy</span></b><o:p></o:p></p><p style='margin:0in'><b><span style='font-family:"Arial",sans-serif;color:black'>(Pronouns: she / her)<br></span></b><span style='font-family:"Arial",sans-serif'>Attorney, Partner | <span style='color:black'>Kelly, Arndt & Walker, Attorneys at Law, PLLP</span></span><span style='color:#1F497D'><br></span><span style='font-family:"Arial",sans-serif;color:black'>P.O. Box 290 | 6443 Harding Avenue | Clinton, WA 98236</span><o:p></o:p></p><p style='margin:0in'><span style='font-family:"Arial",sans-serif;color:black'>(Located on Whidbey Island, Island County, Washington)<br>Phone: (360) 341-1515 | Fax: (360) 341-3272</span><span style='color:black'><br></span><span style='font-family:"Arial",sans-serif;color:#222222'><a href="mailto:sarah@kawlawyers.com">sarah@kawlawyers.com</a></span><span style='color:#1F497D'> </span><span style='color:black'>| <a href="http://www.kawlawyers.com" target="_blank">www.kawlawyers.com</a></span><o:p></o:p></p><p style='margin:0in'><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:black'><o:p> </o:p></span></p><p style='margin:0in'><b><span style='font-size:7.5pt;font-family:"Arial",sans-serif;color:blue'>IMPORTANT NOTICE FOR DELIVERIES TO THIS OFFICE: </span></b><span style='font-size:12.0pt;font-family:"Times New Roman",serif'><o:p></o:p></span></p><p style='margin:0in'><b><span style='font-size:7.5pt;font-family:"Arial",sans-serif;color:blue'>For delivery by USPS, please send to PO Box 290, Clinton, WA 98236.</span></b><span style='font-size:12.0pt;font-family:"Times New Roman",serif'><o:p></o:p></span></p><p style='margin:0in'><b><span style='font-size:7.5pt;font-family:"Arial",sans-serif;color:blue'>For delivery by UPS or FedEX, please send to 6443 Harding Ave, Clinton WA 98236.</span></b><span style='font-size:12.0pt;font-family:"Times New Roman",serif'><o:p></o:p></span></p><p style='margin:0in'><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:black'><o:p> </o:p></span></p><p style='margin:0in'><span style='font-size:7.5pt;font-family:"Arial",sans-serif;color:#1F497D'>This electronic message transmission contains information from the law firm of Kelly, Arndt & Walker, PLLP which may be confidential or privileged. This information is intended to be for the use of the individual or entity named above, If you are not the intended recipient, be aware that any further review, disclosure, printing, copying, distribution, or use of the contents of this transmission is prohibited. If you have received this electronic message transmission in error, please notify us immediately by reply e-mail and delete the original message. Thank you</span><span style='font-size:8.0pt;font-family:"Arial",sans-serif;color:#1F497D'>. </span><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:black'><o:p></o:p></span></p><p style='margin:0in'><span style='font-size:8.0pt;font-family:"Arial",sans-serif;color:black'> </span><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:black'><o:p></o:p></span></p><p style='margin:0in'><span style='font-size:7.5pt;font-family:"Arial",sans-serif;color:#44546A'>We do not accept service of any kind by e-mail unless expressly authorized in writing by the attorney of record. This e-mail is NOT a contract and is not binding upon the author pursuant to CR 2A. This e-mail is, at most, a negotiation under ER 408.</span><span style='font-size:12.0pt;font-family:"Times New Roman",serif;color:black'><o:p></o:p></span></p></div></div></div></div></div></div></div><p class=MsoNormal><o:p> </o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p><div><div><p class=MsoNormal>On Wed, Dec 7, 2022 at 2:42 PM <<a href="mailto:Jeff@bellanddavispllc.com" target="_blank">Jeff@bellanddavispllc.com</a>> wrote:<o:p></o:p></p></div><blockquote style='border:none;border-left:solid #CCCCCC 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-right:0in'><div><div><div><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'>Listmates:<o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'> <o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'>I know we can prove a lost Will, but can you prove a lost Trust? I know the case involving proving the terms of a trust where no trust document exists. The question is when you have copies of the signed documents, does the fact the original is missing mean the document is revoked?<o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'> <o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'>6 months ago the Trustors’ amended their trust to reduce the assets to be received by their children upon the last trustor death. First Trustor died two weeks ago. Children swoop in and go through all EP documents. They provide all originals; the Trust and several amendments, but just not that last amendment; they claim it can’t be found. <o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'> <o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'>My position is the professional trustee, taking over, should treat the last amendment as enforceable. However, have any of you had a different experience? <o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'> <o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'>Jeff Davis<o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'> <o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><b><span style='font-family:"Tahoma",sans-serif'>W. Jeff Davis</span></b><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><b><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'>BELL & DAVIS PLLC</span></b><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><b><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'>Attorneys at Law</span></b><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'><br>P.O. Box 510</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'>720 E. Washington Street, Suite 105<br>Sequim WA 98382<br>Phone: (360) 683.1129 <br>Fax: (360) 683.1258 <br>email: </span><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif'><a href="mailto:jeff@bellanddavispllc.com" target="_blank"><span style='color:#0563C1'>jeff@bellanddavispllc.com</span></a><span style='color:black'><br></span></span><a href="http://www.bellanddavispllc.com/" target="_blank"><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif'>www.bellanddavispllc.com</span></a><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'><br> <br>The information contained in this e-mail message may be privileged, confidential, and protected from disclosure. If you are not the intended recipient, any dissemination, distribution, or copying is strictly prohibited. If you think that you have received this e-mail message in error, please e-mail the sender at </span><a href="mailto:info@bellanddavispllc.com" target="_blank"><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif'>info@bellanddavispllc.com</span></a><span style='font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black'> or call 360.683.1129.</span><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'><b> </b><o:p></o:p></p><p class=MsoNormal style='mso-margin-top-alt:auto;mso-margin-bottom-alt:auto'> <o:p></o:p></p></div></div><p class=MsoNormal>***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***<br>_______________________________________________<br>WSBAPT mailing list<br><a href="mailto:WSBAPT@lists.wsbarppt.com" target="_blank">WSBAPT@lists.wsbarppt.com</a><br><a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></p></div></blockquote></div></div></div></body></html>