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<p class="MsoNormal"><span style="font-size:11.0pt">I love a good legal debate with citations to statute! Amy’s cite is to
<a href="https://app.leg.wa.gov/RCW/default.aspx?cite=11.100.140">RCW 11.100.140(8)</a>.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">I like Nick’s argument and would be interested to see it play out. I think “powers, privileges, and limitations” would not be a statutory phrase to impose duties, though. The “limitations” seems to be with
reference to the scope of powers and privileges, and it would be a little backwards to say that a limitation imposes a duty (other than a negative duty, to
<i>not</i> do the things outside the scope). I think I still come down on the side of PRs not having an affirmative duty to inform, and thanks to Amy, have a statute to back up my gut that says a PR has no
<i>duty</i> to tell beneficiaries in advance anything about sales of assets.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">Thanks Marcus for setting up this debate--<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><span style="font-size:11.0pt">Sincerely,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">Eric<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">Eric C. Nelsen<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">Sayre Law Offices, PLLC<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">1417 31st Ave South<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">Seattle WA 98144-3909<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">206-625-0092<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><a href="mailto:eric@sayrelawoffices.com"><span style="color:#467886">eric@sayrelawoffices.com</span></a><o:p></o:p></span></p>
</div>
<p class="MsoNormal"><span style="font-size:11.0pt"><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><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Lewis, Amy C.<br>
<b>Sent:</b> Friday, March 14, 2025 3:15 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Nonintervention PR not keeping beneficiaries informed<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt">Personal representatives are specifically excluded from the notice requirements for nonroutine transactions:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt">(8) The requirements of this section, and any similar requirements imposed by prior case law, shall not apply to personal representatives or to those trusts excluded from the definition of express trusts under
RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.98.009"><b>11.98.009</b></a>.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
<p style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:6.0pt;margin-left:0in">
<span style="font-size:10.0pt;font-family:"Calibri",sans-serif;color:black">Amy Lewis, Attorney<br>
Pronouns she/her/hers<br>
<img border="0" width="211" height="68" style="width:2.1979in;height:.7083in" id="Picture_x0020_2" src="cid:image009.png@01DB94FC.1B49EA60"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black">909 A Street, Suite 600 | Tacoma, WA 98402<br>
phone 253.572.4500 | fax 253.272.5732 |</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#777777">
</span><span style="font-size:13.5pt;color:#777777"><a href="http://www.eisenhowerlaw.com/"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#C00000;text-decoration:none">www.eisenhowerlaw.com</span></a></span>
<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><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">
<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>Paul Neumiller<br>
<b>Sent:</b> Friday, March 14, 2025 3:11 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] Nonintervention PR not keeping beneficiaries informed<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">But your Honor, this is a probate where the PR is liquidating or distributing ALL of the Decedent’s assets. Therefore, the sale of any property, even constituting 100% of the estate is
in the <i>normal course of business</i> and <i>routine</i> for a PR. Isn’t it the very definition of a probate to settle the affairs of the Decedent so the world can move on?
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><a name="Paul_A__Neumiller"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><img border="0" width="250" height="150" style="width:2.6041in;height:1.5625in" id="_x0000_i1038" src="cid:image010.jpg@01DB94FC.1B49EA60"></span></a><span style="mso-bookmark:Paul_A__Neumiller"></span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Times New Roman",serif"> <o:p></o:p></span></p>
</div>
<p class="MsoNormal"><span style="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><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">
<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> Friday, March 14, 2025 2:51 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] Nonintervention PR not keeping beneficiaries informed<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<p class="MsoNormal"><span style="color:black">There is an argument that a PR has the same duty as a trustee to inform the beneficiaries of a significant nonroutine transaction.<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="color:black">RCW 11.68.090(1)(f) imposes on a PR with nonintervention powers: "The powers, privileges, and limitations of liability of a trustee under chapters 11.98, 11.100, and 11.102 RCW and under the principles of equity
with regard to the assets of the estate, both real and personal;"<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="color:black">RCW 11.100.040 imposes the notice requirement on trustees for sale of real estate making up 25% or more of the trust. So the revised RCW 11.68.090 that includes the cross-reference to Ch. 11.100 RCW would seem
to impose this requirement on PR's even with nonintervention powers.<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="color:black">So, if the subject Farm in this case is more than 25% of the estate, you could argue that triggers a notice requirement. However, I have not litigated this issue since Ch. 11.68 RCW was amended in 2021 to add the
cross-reference to Ch. 11.100 RCW. The phrase "powers, privileges, and limitations of liability of a trustee" is a bit vague as to whether it imposes a duty to notify.<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="color:black">If I represent a concerned beneficiary, then I would politely inform the PR's attorney when I send my Request for Special Notice of the way that I read the statute and that we would like advance notice of the proposed
terms of sale on the real estate. I usually get cooperation ("You catch more flies with honey than vinegar"). I also try to offer it to the beneficiaries when I represent the PR, essentially that I will share the Purchase & Sale Agreement with them before
mutual acceptance, if practical, or immediately after mutual acceptance and before closing. I think that is reasonable to share this information.<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="color:black">It is quite common to give the notice of significant nonroutine transaction in the context of a Trust Administration. I wish this was more common in a probate context.<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="color:black">I also would argue that even though the PR is not required to follow the procedures of Ch. 11.56 RCW, the requirement in RCW 11.56.090 to sell for at least 90% of appraised value still is persuasive as to what
is good faith conduct of a PR. So if the issue is with the sale price, you could make that argument that PR is breaching their duty of good faith.<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="color:black">You could also argue for more information sharing based on RCW 11.98.072: "A trustee must keep all qualified beneficiaries of a trust reasonably informed about the administration of the trust and of the material
facts necessary for them to protect their interests." Again, it depends on your reading of the "powers, privileges, and limitations of liability" in the cross-reference.<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="color:black">I suppose someone who drafted the "Rathbone fix" to Ch. 11.68 RCW could correct me if I am overreaching...<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="color:black">Best,<br>
Nick<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
</div>
<div id="Signature">
<p><b><span style="color:black">Nicholas Pleasants | Shareholder</span></b><o:p></o:p></p>
<p><b><span style="color:black"> </span></b><o:p></o:p></p>
<p><span style="color:#70AD47"><img border="0" width="222" height="94" style="width:2.3125in;height:.9791in" id="Picture_x0020_1" src="cid:image011.jpg@01DB94FC.1B49EA60" alt="OseranHahnAttyatLaw 8"></span><o:p></o:p></p>
<p><span style="color:#70AD47"> </span><o:p></o:p></p>
<p><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">
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<p><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.
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;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 Eric Nelsen <<a href="mailto:eric@sayrelawoffices.com">eric@sayrelawoffices.com</a>><br>
<b>Sent:</b> Thursday, March 13, 2025 4:09 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] Nonintervention PR not keeping beneficiaries informed</span>
<o:p></o:p></p>
<div>
<p class="MsoNormal"> <o:p></o:p></p>
</div>
</div>
<div>
<div>
<p class="xmsonormal"><span style="font-family:"Aptos",sans-serif">I agree—No <b>
<i>legal</i></b> obligation except for annual reports under the statute (not with NPs, but beneficiary can request annual report of affairs even then), duty to provide inventory upon request, duty to follow request for special notice procedure, and duty to
provide final accounting if a beneficiary objects to closure.</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-family:"Aptos",sans-serif"> </span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-family:"Aptos",sans-serif">But man, it causes so many problems to just stick with bare minimum duties of communication....</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-family:"Aptos",sans-serif"> </span><o:p></o:p></p>
<div>
<p class="xmsonormal"><span style="font-family:"Aptos",sans-serif">Sincerely,</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-family:"Aptos",sans-serif"> </span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-family:"Aptos",sans-serif">Eric</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-family:"Aptos",sans-serif"> </span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-family:"Aptos",sans-serif">Eric C. Nelsen</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-family:"Aptos",sans-serif">Sayre Law Offices, PLLC</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-family:"Aptos",sans-serif">1417 31st Ave South</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-family:"Aptos",sans-serif">Seattle WA 98144-3909</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-family:"Aptos",sans-serif">206-625-0092</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-family:"Aptos",sans-serif"><a href="mailto:eric@sayrelawoffices.com"><span style="color:#467886">eric@sayrelawoffices.com</span></a></span><o:p></o:p></p>
</div>
<p class="xmsonormal"><span style="font-family:"Aptos",sans-serif"> </span><o:p></o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<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>Paul Neumiller<br>
<b>Sent:</b> Thursday, March 13, 2025 3:57 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] Nonintervention PR not keeping beneficiaries informed<o:p></o:p></p>
</div>
</div>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">I don’t mean to be contrary but where is the legal requirement or legal citation that a PR
<i>must</i> keep the heirs reasonably informed? I only know of the request for a Special Notice, the right to receive the inventory, and the right to request an accounting at the end. I guess you can try to remove the PR for malfeasance but I doubt failure
to adequately communicate rises to the level of malfeasance. Before I get flamed here, I know that a PR
<i>should</i> use full disclosure via the heirs as the standard to avoid problems BUT I’m asking about the
<i>legal obligation</i> to so.</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>
<div>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"><a name="x_Paul_A__Neumiller"><img border="0" width="250" height="150" style="width:2.6041in;height:1.5625in" id="x__x005f_x0000_i1032" src="cid:image010.jpg@01DB94FC.1B49EA60"></a><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:9.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
</div>
<p class="xmsonormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"> </span><o:p></o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<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>James R Ihnot<br>
<b>Sent:</b> Thursday, March 13, 2025 9:47 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] Nonintervention PR not keeping beneficiaries informed<o:p></o:p></p>
</div>
</div>
<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal"><span style="color:#1F497D">I have a similar situation and I filed a Request for Special Notice of Proceedings with a list of items requesting notice for the mentioned issues. That was included in the Request.
</span><o:p></o:p></p>
<p class="xmsonormal"><span style="color:#1F497D">I think that gives you a stronger basis for the motion. My experience is once they do this, they rarely like to comply. </span><o:p></o:p></p>
<p class="xmsonormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
<div>
<p class="xmsonormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
<p class="xmsonormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
<p class="xmsonormal"><span style="color:#1F497D">Jim</span><o:p></o:p></p>
<p class="xmsonormal"><span style="color:#1F497D"> </span><o:p></o:p></p>
<p class="xmsonormal"><b><u><span style="font-size:14.0pt;color:#1F497D">PLEASE BE ADVISED THAT AS OF MARCH 1st, 2023 OUR OFFICE HAS MOVED.</span></u></b><o:p></o:p></p>
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<p class="xmsonormal"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Marcus Fry<br>
<b>Sent:</b> Tuesday, March 11, 2025 4:52 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> [WSBAPT] Nonintervention PR not keeping beneficiaries informed</span><o:p></o:p></p>
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<p class="xmsonormal"> <o:p></o:p></p>
<p class="xmsonormal">Anyone have recent motion practice filings addressing a personal representative who believes because he has nonintervention powers, he does not have to keep the estate’s beneficiaries reasonably informed about the status of the estate
despite requests for information. For example, not disclosing to the beneficiaries that an offer was accepted on the estate’s farm property and of the closing date?
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<p class="xmsonormal">Interested in hearing how judges/commissioners are addressing this attitude that nonintervention authority means one can ignore requests for information.<o:p></o:p></p>
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