<div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div><span class="gmail_default" style="font-family:"trebuchet ms",sans-serif;font-size:large">My 2 cents:</span></div><div><span class="gmail_default" style="font-family:"trebuchet ms",sans-serif;font-size:large"> </span><br clear="all"></div><div><span class="gmail_default" style="font-family:"trebuchet ms",sans-serif;font-size:large">I do file it, either as the back page of the Will, or under a separate cover sheet. I read </span><span style="font-family:arial,sans-serif">RCW <span class="gmail_default" style="font-family:"trebuchet ms",sans-serif;font-size:large"></span>11.12.260<span class="gmail_default" style="font-family:"trebuchet ms",sans-serif;font-size:large"> </span></span><span style="font-family:"trebuchet ms",sans-serif;font-size:large">as<span class="gmail_default" style="font-family:"trebuchet ms",sans-serif;font-size:large"> </span>incorporat<span class="gmail_default" style="font-family:"trebuchet ms",sans-serif;font-size:large">ing this List</span> within the will, and<span class="gmail_default" style="font-family:"trebuchet ms",sans-serif;font-size:large"> making it a</span> part of the will.<span class="gmail_default" style="font-family:"trebuchet ms",sans-serif;font-size:large"> ("</span></span><span style="color:rgb(0,0,0);font-family:"Open Sans",Helvetica,Arial,sans-serif;font-size:16px;text-indent:48px">A writing that meets the requirements of this section shall be given effect <u><span class="gmail_default" style="font-family:"trebuchet ms",sans-serif;font-size:large"></span>as if it were actually contained in the will</u><span class="gmail_default" style="font-family:"trebuchet ms",sans-serif;font-size:large"></span> or trust<u> itself</u><span class="gmail_default" style="font-family:"trebuchet ms",sans-serif;font-size:large"><u></u> . . .") </span></span><span style="font-family:"trebuchet ms",sans-serif;font-size:large"> </span></div><div><span style="font-family:"trebuchet ms",sans-serif;font-size:large"><br></span></div><div><span style="font-family:"trebuchet ms",sans-serif;font-size:large">I send notice to the beneficiaries <span class="gmail_default" style="font-family:"trebuchet ms",sans-serif;font-size:large">on the List </span>as if they were beneficiaries named in the Will. </span></div><div><span style="font-family:"trebuchet ms",sans-serif;font-size:large"><br></span></div><div><span class="gmail_default" style="font-family:"trebuchet ms",sans-serif;font-size:large">I once had a probate where an item of Tangible Personal Property of ZERO monetary value (nostalgic value only) was the subject of a 4-lawyer specially set hearing, with bitter feelings on multiple sides... which taught me to assume that the items of stuff set forth on the List of TPP might be JUST AS important as anything else in the probate administration.... </span></div><div><span style="font-family:"trebuchet ms",sans-serif;font-size:large"><br></span></div><div><span style="font-family:"trebuchet ms",sans-serif;font-size:large">I <span class="gmail_default" style="font-family:"trebuchet ms",sans-serif;font-size:large">also just </span>prefer to err on the side of giving too much notice, whenever the extra notice doesn't harm my client<span class="gmail_default" style="font-family:"trebuchet ms",sans-serif;font-size:large">. That way there's at least one argument that can't be lodged against my client. </span></span></div><div><span class="gmail_default" style="font-family:"trebuchet ms",sans-serif;font-size:large"><br></span></div><div><span class="gmail_default" style="font-family:"trebuchet ms",sans-serif;font-size:large">Sarah</span></div><div><span class="gmail_default" style="font-family:"trebuchet ms",sans-serif;font-size:large"><br></span></div><div><div dir="ltr" class="gmail_signature"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><p style="margin:0in 0in 0pt"><b><span style="color:black"><font face="trebuchet ms, sans-serif">Sarah O’Farrell McCarthy</font></span></b></p><p style="margin:0in 0in 0pt"><font face="trebuchet ms, sans-serif"><font color="#000000"><b>(Pronouns: she / her)<br></b></font>Attorney, Partner | <font color="#000000">Kelly, Arndt & Walker, <font color="#000000">Attorneys at Law, PLLP</font></font><font color="#000000"></font><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><span style="color:rgb(31,73,125)"><br></span><span style="color:black"><span style="color:black"><font color="#000000">P.O. Box 290 | </font></span></span></font></font></font></font></font></font></font></font></font></font><span style="color:rgb(0,0,0)">6443 Harding Avenue |</span><span style="color:rgb(0,0,0)"> </span><span style="color:rgb(0,0,0)">Clinton, WA 98236</span></font></p><p style="margin:0in 0in 0pt"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000" face="trebuchet ms, sans-serif"><span style="color:black"><span style="color:black"><font color="#000000"><span style="color:rgb(31,73,125)"></span></font></span></span>(Located on Whidbey Island, Island County, Washington)<br><span style="color:black">Phone: (360) 341-1515 | Fax: (360) 341-3272<br><span style="color:rgb(31,73,125)"><a><font color="#222222">sarah@kawlawyers.com</font></a> <font color="#000000">| <span style="color:black"><span style="color:rgb(31,73,125)"><font color="#000000"><a href="http://www.kawlawyers.com" target="_blank">www.kawlawyers.com</a></font></span></span></font></span></span></font></font></font></font></font></font></font></font></font></font></p><font size="3"><font size="3"><font size="3"><p style="margin:0in 0in 0pt"><font color="#0000ff" face="trebuchet ms, sans-serif"><span style="font-size:7.5pt"><b>IMPORTANT NOTICE FOR DELIVERIES TO THIS OFFICE: </b></span></font></p><p style="margin:0in 0in 0pt"><font color="#0000ff" face="trebuchet ms, sans-serif"><span style="font-size:7.5pt"><b>For delivery by USPS, please send to PO Box 290, Clinton, WA 98236.</b></span></font></p><p style="margin:0in 0in 0pt"><font color="#0000ff" face="trebuchet ms, sans-serif"><span style="font-size:7.5pt"><b>For delivery by UPS or FedEX, please send to 6443 Harding Ave, Clinton WA 98236.</b></span></font></p><p style="color:rgb(0,0,0);margin:0in 0in 0pt"><font face="trebuchet ms, sans-serif"><span style="color:rgb(31,73,125);font-size:7.5pt">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="color:rgb(31,73,125);font-size:8pt">. </span></font></p><font color="#000000" size="3" face="trebuchet ms, sans-serif"></font><p style="color:rgb(0,0,0);margin:0in 0in 0pt"><span style="color:rgb(68,84,106);font-size:7.5pt"><font><font face="trebuchet ms, sans-serif">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.</font><br></font></span></p></font></font></font></div></div></div></div></div></div></div><br></div></div></div></div><br><div class="gmail_quote gmail_quote_container"><div dir="ltr" class="gmail_attr">On Mon, May 5, 2025 at 2:45 PM Brent Williams-Ruth <<a href="mailto:brent@williams-ruthlaw.com">brent@williams-ruthlaw.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div dir="ltr"><div><span class="gmail_default" style="font-family:arial,sans-serif">At the risk of admitting doing it wrong - I do not file. In reading RCW 11.12.260 - there is nothing about how it is filed, simply that the Will or Trust must reference the existence of such a writing. </span><br clear="all"></div><div><span class="gmail_default" style="font-family:arial,sans-serif"><br></span></div><div><span class="gmail_default" style="font-family:arial,sans-serif">I have only had it happen 4 times in 10 years, each time I listed the beneficiary in the petition as a "Specific Bequest per written memorandum" - I had one family that did not know it existed and asked for copies when I had sent around the Will with the Notice of Pendency of Probate and Appointment of PR. Once they got a copy and saw it was handwriting from their family member, there was no further discussion or issue. </span></div><div><span class="gmail_default" style="font-family:arial,sans-serif"><br></span></div><div><span class="gmail_default" style="font-family:arial,sans-serif">Added the PT list serv in case others outside of RP have insights!</span></div><div><span class="gmail_default" style="font-family:arial,sans-serif"><br></span></div><div><span class="gmail_default" style="font-family:arial,sans-serif">Brent</span></div><div><div dir="ltr" class="gmail_signature"><div dir="ltr"><div dir="ltr"><p><b><span style="font-family:"Times New Roman",serif">Brent
Williams-Ruth</span></b><span style="font-family:"Times New Roman",serif"> (pronouns: he/him)<br>
<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">Mailing Address:</font> </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:rgb(0,64,128)"> </span><font color="#ff0000">(253) 285-7751</font></span></p><p><font color="#ff0000" face="Times New Roman, serif">For All Meetings & Scheduling: <a href="mailto:info@williams-ruthlaw.com" target="_blank">info@williams-ruthlaw.com</a></font></p><p>
</p><p><span style="font-family:"Times New Roman",serif"><a href="mailto:Brent@Williams-RuthLaw.com" target="_blank">e-mail</a> / <a href="http://www.williams-ruthlaw.com/" target="_blank">website</a> /</span><span style="font-size:9.5pt;font-family:"Times New Roman",serif"> </span><span style="font-family:"Times New Roman",serif"><a href="http://www.facebook.com/bwrlaw" target="_blank"><span style="font-size:9.5pt">facebook</span></a></span><span style="font-size:9.5pt;font-family:"Times New Roman",serif"> / </span><span style="font-size:12pt;font-family:"Times New Roman",serif"></span></p></div></div></div></div><br></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Mon, May 5, 2025 at 2:36 PM Heather de Vrieze <<a href="mailto:heatherd@westseattlelaw.com" target="_blank">heatherd@westseattlelaw.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div>
<div lang="EN-US">
<div>
<p class="MsoNormal">Does a tangible personal property list always need to be filed with the Will in a probate?<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Are the recipients of items in that list entitled to notice as if they were named as a beneficiary in the Will. I don’t have this come up too often where there is a list with significantly more information that just items and who gets them,
and many people who otherwise have no connection to the estate.<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Heather<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><span style="font-family:"Lucida Calligraphy";color:rgb(31,73,125)">Heather S. de Vrieze</span><b><span style="font-size:16pt;color:rgb(31,73,125)"><br>
</span></b><i><span style="font-family:Garamond,serif;color:rgb(31,73,125)">(she/her)<u></u><u></u></span></i></p>
<p class="MsoNormal"><i><span style="font-family:Garamond,serif;color:rgb(31,73,125)">Attorney-at-Law</span></i><i><span style="font-size:11pt;font-family:Garamond,serif;color:rgb(31,73,125)"><u></u><u></u></span></i></p>
<p class="MsoNormal"><i><span style="font-family:Garamond,serif;color:rgb(31,73,125)"><img width="189" height="105" style="width: 1.9666in; height: 1.0916in;" id="m_-7902039261246000184m_-6126894863698978886Picture_x0020_1998602055" src="cid:ii_196a26644c44ce8e91"></span></i><i><span style="font-family:"Kunstler Script";color:rgb(31,73,125)"><u></u><u></u></span></i></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Nyala;color:rgb(68,82,78)">3909 California Avenue SW<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Nyala;color:rgb(68,82,78)">Seattle, WA 98116-3705
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Nyala;color:rgb(68,82,78)">(206)938-5500
<u></u><u></u></span></p>
<p class="MsoNormal"><a href="mailto:heatherd@westseattlelaw.com" target="_blank"><span style="font-size:10pt;font-family:Nyala;color:rgb(68,82,78)">heatherd@westseattlelaw.com</span></a><span style="font-size:10pt;font-family:Nyala;color:rgb(68,82,78)">
<u></u><u></u></span></p>
<p class="MsoNormal"><a href="http://www.westseattlelaw.com/" target="_blank"><span style="font-size:10pt;font-family:Nyala;color:rgb(68,82,78)">www.westseattlelaw.com</span></a><span style="font-size:10pt;font-family:Nyala;color:rgb(68,82,78)">
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Nyala;color:red"><u></u> <u></u></span></p>
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