<html><head><meta http-equiv="content-type" content="text/html; charset=utf-8"></head><body style="overflow-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><div>Esteemed Colleagues, </div><div><br></div><div><div>First, I don't do much small-estate work, but this one was too good not to think about over coffee, with a daylight saving time hangover. </div><div><br></div><div>Maybe there is another way to look at this.</div><div><br></div><div>If the only question were who ultimately receives the asset, I agree the narrower reading has some appeal. But in the small-estate affidavit context, we are allowing someone to collect a probate asset based on a purported will that has not been admitted to probate, so the notice function seems broader than simply identifying the likely taker.</div><div><br></div><div>That is also why I stumble a bit over reading “or” here as A versus B, where you must pick one group and exclude the other. In this setting, it seems more natural to read it as defining the larger A + B group, meaning successors include those in Group A and those in Group B. In other words, “or” is being used to describe alternative categories within the defined class, not to require a choice between them.</div><div><br></div><div>That is why I read “successor” more broadly here. RCW 11.62.010(2)(h) requires notice to all other successors, while subsection (i) separately narrows the written-authority requirement to successors who have an interest therein. That makes me think the notice group is broader than the ultimate entitlement group.</div><div><br></div><div>The probate analogy pushes me the same way. Once a PR is appointed the statutes still require notice to known heirs, legatees, and devisees, including heirs who do not take under the will. So it seems a little odd to read the small-estate affidavit statute as providing less notice when the will has not even been admitted.</div><div><br></div><div>So I wonder if the better reading is that notice goes to both categories of successors, because a disinherited heir may be the very person most likely to raise an issue about whether the will is valid in the first place.</div><div><br></div><div>Just another thought.</div></div><div><br></div><div><div><div>
<meta charset="UTF-8"><div dir="auto" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; overflow-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><b style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-size: 14px; font-style: normal; font-variant-caps: normal; letter-spacing: normal; text-align: -webkit-auto; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; font-family: Verdana; orphans: 2; widows: 2; -webkit-text-decorations-in-effect: none;">Chris Neil</b><span style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-size: 14px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; text-align: -webkit-auto; text-indent: 0px; text-transform: none; 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line-height: normal; border-spacing: 0px; -webkit-text-decorations-in-effect: none;"><div style="overflow-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><span class="Apple-style-span" style="border-collapse: separate; color: rgb(0, 0, 0); font-family: Verdana; font-style: normal; font-variant-ligatures: normal; font-variant-position: normal; font-variant-caps: normal; font-variant-numeric: normal; font-variant-alternates: normal; font-variant-east-asian: normal; letter-spacing: normal; line-height: normal; orphans: 2; text-align: -webkit-auto; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; border-spacing: 0px; -webkit-text-decorations-in-effect: none; -webkit-text-stroke-width: 0px;"><div style="overflow-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><span class="Apple-style-span" style="border-collapse: separate; color: rgb(0, 0, 0); font-family: Verdana; font-variant-ligatures: normal; 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font-variant-ligatures: normal; font-variant-position: normal; font-variant-numeric: normal; font-variant-alternates: normal; font-variant-east-asian: normal; line-height: normal; border-spacing: 0px;"><i>So that you know: This email address </i></span><i>is not continuously monitored. So, if your matter is urgent, please phone my office.</i></font></div><div><font color="#4f7a28" face="Verdana" size="1"><i>Also, this message is not encrypted. Therefore, it may not be secure.</i> <span style="text-align: -webkit-auto;">This message and attachments are confidential and may contain privileged information. If you are not the intended recipient, please notify the sender immediately by email or 253-475-8600 and delete this message from your information system. Further use, disclosure, or copying of information in this email is not authorized, and receipt by anyone other than the named recipient is not a waiver of any </span>attorney-client, work product, or other applicable privilege; <span style="text-align: -webkit-auto;">or other confidentiality protections. Thank you. </span></font></div></div></div></span></div></span></div></span><div style="font-family: Verdana; font-weight: normal; font-style: normal;"><div><font size="1" face="Verdana" color="#669c35"><span style="text-align: -webkit-auto;"><br></span></font></div></div></div></span></div></span></div></div></div></div></div></div></div></div></div></span></div></span></div></span></div></span></div></span></div></div></div></div></div></div></div></div></div><div><br><blockquote type="cite"><div>On Mar 7, 2026, at 10:47 AM, Ann Manley <ann@manleyfirm.com> wrote:</div><br class="Apple-interchange-newline"><div><div dir="ltr"><div>Interesting! My read is that you only have to notify the person entitled to the property under the will, not the people who would be entitled to the property under intestacy. This is because 11.62.005(2)(a)(i) defines successor as either the taker under the will <u>or</u> under intestacy laws, not both.</div><div><br></div><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div dir="ltr"><div><span style="font-family:Arial,sans-serif;font-size:10pt">Ann Manley, Esq.</span></div><div><span style="font-family:Arial,sans-serif;font-size:10pt"></span><span style="font-family:Arial,sans-serif;font-size:10pt">The Manley Law Firm, P.S., Inc.</span></div><div><span style="font-family:Arial,sans-serif;font-size:10pt">PO Box 16324</span><br><span style="font-family:Arial,sans-serif;font-size:10pt"></span></div><div><span style="font-family:Arial,sans-serif;font-size:10pt"></span><span style="font-family:Arial,sans-serif;font-size:10pt">Seattle, WA 98116</span></div><div><span style="font-family:Arial,sans-serif;font-size:10pt"></span><span style="font-family:Arial,sans-serif;font-size:10pt"><a value="+12062923064">(206)292-3064</a> / <a value="+12062923914">(206)292-3914</a> fax</span></div><div><span style="font-family:Arial,sans-serif;font-size:10pt"><a href="http://www.manleyfirm.com/" target="_blank">www.manleyfirm.com</a></span></div><p><b style="font-family:arial,sans-serif"><i><span style="font-size:10pt;font-family:Arial,sans-serif">The Manley Law Firm practice areas include Bankruptcy*, Estate Planning, Auto Accidents, Civil Litigation, Construction, Commercial and Contract Law, Personal injury, Small Business, Unemployment Claims, Wage Loss and Compensation claims</span></i></b><br></p><p><i><span style="font-family:Arial,sans-serif;font-size:8pt">* The Manley Law Firm is a Debt Relief Agency. We help people file for bankruptcy relief under the Bankruptcy Code.</span></i><i><span style="font-family:Arial,sans-serif;font-size:10pt"></span></i></p><p><b><span style="font-family:Arial,sans-serif;font-size:10pt">This email and any files transmitted with it are privileged, confidential, and intended solely to whom they are addressed. Any unauthorized use, copying, review or disclosure is prohibited. If you have received this communication in error, please immediately notify the sender.</span></b><span style="font-family:Arial,sans-serif;font-size:10pt"></span></p></div></div></div></div><br></div><br><div class="gmail_quote gmail_quote_container"><div dir="ltr" class="gmail_attr">On Fri, Mar 6, 2026 at 5:25 PM Sara D. Longley <<a href="mailto:sara.longley@practus.com">sara.longley@practus.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 class="msg-1146760870443868689">
<div lang="EN-US" style="overflow-wrap: break-word;">
<div class="m_-1146760870443868689WordSection1"><p class="MsoNormal">Hello listmates,<u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal">A client needs to claim their parent’s small bank account using a Small Estate Affidavit. They have a half-brother, but have not been in touch with him for at least 15 years and have no idea where he may be. There is a Will, and the half-brother
is explicitly disinherited.<u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal">I read RCW 11.62.005(2)(a)(i) to define “successor” as including all beneficiaries and intestate heirs, and 11.62.010(2)(h) as requiring written notice to all other successors. I am curious to know if anyone would interpret the definition
of “successor” as <i>either</i> the beneficiaries under the Will <i>or</i> the intestate heirs.<u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal">The language in question: <u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal"><span style="font-family: "Open Sans", sans-serif; background: white;">"Successor" and "successors" shall mean… That person or those persons who are entitled to the claimed property pursuant to the terms and provisions of the last
will and testament of the decedent or by virtue of the laws of intestate succession contained in this title;…</span><u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal">Giving notice seems pointless in this case since the half-brother has zero chance of claiming any estate assets (I drafted the will, and the client was very firm on the decision to disinherit him). On top of that, the expense of locating
him may well exceed the value of the bank account.<u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal">Any thoughts? <u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal">Happy Friday!<u></u><u></u></p><p class="MsoNormal">Sara<u></u><u></u></p><p class="MsoNormal"><u></u> <u></u></p>
</div><div style="margin: 0.1pt; font-family: Arial; font-size: 10pt;"><br></div><table border="0" cellpadding="0" cellspacing="0" style="font-family:"Open Sans",sans-serif"><tbody><tr><td colspan="2"><font color="#02a2c4"><strong>Sara D. Longley</strong></font> <a href="https://www.practus.com/vcard/Sara_Longley.vcf" title="Download VCARD for Sara D. Longley" style="color:rgb(218,98,30);text-decoration-line:none" target="_blank"><img src="http://www.practus.com/vcard/Files/enev.gif" alt="" width="16" height="12" border="0"></a></td></tr><tr><td colspan="2" style="padding-right:15px"><font color="#02a2c4">Associate</font></td></tr><tr><td colspan="2" style="padding-top:6px"><img src="https://www.practus.com/vcard/Files/practus.png" alt="Practus Logo" align="left" width="173"></td></tr><tr><td style="padding-right:5px;padding-top:6px"><img src="https://www.practus.com/vcard/Files/phone.png" alt="Phone" align="left"></td><td style="padding-top:8px;padding-bottom:2px"><font color="#124E65">(360) 378-4450 (Main Office)</font></td></tr><tr><td><img src="https://www.practus.com/vcard/Files/phone.png" alt="Phone" align="left"></td><td style="padding-bottom:2px"><font color="#124E65">(360) 468-7230 (Direct Dial)</font></td></tr><tr><td><img src="https://www.practus.com/vcard/Files/email.png" alt="Email" valign="center" align="left"></td><td style="padding-bottom:2px"><a href="mailto:sara.longley@practus.com" id="m_-1146760870443868689emaillink" title="Email Sara D. Longley" style="color:rgb(18,78,101);text-decoration-line:none" target="_blank">sara.longley@practus.com</a></td></tr><tr><td><img src="https://www.practus.com/vcard/Files/bio.png" alt="Biography" valign="center" align="left"></td><td style="padding-bottom:2px"><a href="https://practus.com/attorney/sara-d-longley/" title="View Biography for Sara D. Longley" style="color:rgb(218,98,30);text-decoration-line:none" target="_blank">My Bio</a> | <font color="#DA621E"><a href="https://www.linkedin.com/in/saradlongley/" title="View LinkedIn for Sara D. Longley" style="color:rgb(218,98,30);text-decoration-line:none" target="_blank">Connect on LinkedIn</a></font></td></tr></tbody></table></div>
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