<div dir="ltr"><div><div class="gmail_default" style="font-family:"trebuchet ms",sans-serif;font-size:large">Please reply to the list! I've never attempted an interpleader, but I have a similar situation at present, so I'm glad to see ideas being shared on this. </div><br clear="all"></div><div><div dir="ltr" class="gmail_signature" data-smartmail="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)</font></font></font></font></font></font></font></font></font></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">* Licensed to practice in Washington (active) and California (inactive)<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. 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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><br><div class="gmail_quote gmail_quote_container"><div dir="ltr" class="gmail_attr">On Wed, Sep 23, 2026 at 12:48 PM Heather de Vrieze <<a href="mailto:heatherd@westseattlelaw.com">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 class="msg4491084164435811657">
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<p class="MsoNormal"><span style="font-size:12pt;font-family:Aptos,sans-serif;color:windowtext">Is Bob’s share over $100k?<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:Aptos,sans-serif;color:windowtext">If under, perhaps you could request a small estate affidavit from mom?<u></u><u></u></span></p><a href="https://www.google.com/maps/search/3909+California+Avenue+SW+%0D%0A+Seattle,+WA+98116-3705?entry=gmail&source=g">
</a><p class="MsoNormal"><span style="font-size:12pt;font-family:Aptos,sans-serif;color:windowtext">Just a thought.<u></u><u></u></span></p>
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<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:12pt;font-family:"Lucida Calligraphy";color:rgb(31,73,125)">Heather S. de Vrieze</span><b><span style="font-size:16pt;font-family:Aptos,sans-serif;color:rgb(31,73,125)"><br>
</span></b><i><span style="font-size:12pt;font-family:Garamond,serif;color:rgb(31,73,125)">(she/her)<u></u><u></u></span></i></p>
<p class="MsoNormal" style="margin-bottom:0in"><i><span style="font-size:12pt;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" style="margin-bottom:0in"><i><span style="font-size:12pt;font-family:Garamond,serif;color:rgb(31,73,125)"><img width="189" height="105" style="width: 1.9666in; height: 1.0916in;" id="m_4491084164435811657Picture_x0020_1" src="cid:ii_1a0cfe109b34ce8e91"></span></i><i><span style="font-size:12pt;font-family:"Kunstler Script";color:rgb(31,73,125)"><u></u><u></u></span></i></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-family:Nyala;color:rgb(68,82,78)"><a href="https://www.google.com/maps/search/3909+California+Avenue+SW+%0D%0A+Seattle,+WA+98116-3705?entry=gmail&source=g">3909 California Avenue SW</a><u></u><u></u></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-family:Nyala;color:rgb(68,82,78)"><a href="https://www.google.com/maps/search/3909+California+Avenue+SW+%0D%0A+Seattle,+WA+98116-3705?entry=gmail&source=g">Seattle, WA 98116-3705</a>
<u></u><u></u></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-family:Nyala;color:rgb(68,82,78)"><a href="tel:(206)%20938-5500" value="+12069385500" target="_blank">(206)938-5500</a>
<u></u><u></u></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:12pt;font-family:Aptos,sans-serif;color:windowtext"><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><span style="font-family:Nyala;color:rgb(68,82,78)">
<u></u><u></u></span></p>
<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:12pt;font-family:Aptos,sans-serif;color:windowtext"><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><span style="font-family:Nyala;color:rgb(68,82,78)">
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<p class="MsoNormal" style="margin-bottom:0in"><span style="font-size:11pt;font-family:"Aptos Display",sans-serif;color:rgb(192,0,0)"><u></u> <u></u></span></p>
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<p class="MsoNormal" style="margin-bottom:0in"><b><span style="font-size:11pt;font-family:Calibri,sans-serif;color:windowtext">From:</span></b><span style="font-size:11pt;font-family:Calibri,sans-serif;color:windowtext"> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>
<<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>> <b>On Behalf Of </b>Mark Anderson<br>
<b>Sent:</b> Wednesday, September 23, 2026 12:40 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>>; Solo and Small Practice Section <<a href="mailto:solo-and-small-practice-section@list.wsba.org" target="_blank">solo-and-small-practice-section@list.wsba.org</a>><br>
<b>Subject:</b> [WSBAPT] Estate Distribution Interpleader<u></u><u></u></span></p>
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<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><span style="color:rgb(0,32,96)">Dear All:<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(0,32,96)">A Personal Representative, with nonintervention powers, is ready to make distributions from a testate Estate. Unfortunately, one of the out-of-state legatees (let's call him "Bob") recently died and no probate
action has yet been initiated for Bob. We believe Bob had no will and we have located a person who we believe to be Bob's sole heir (his mother).<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(0,32,96)">At this point, I am planning to petition the Court to approve distributions from the Estate, supported by an accounting. I plan to give appropriate notice of this petition to Bob's mother. My petition will
also seek permission from the Court to interplead the funds that would have otherwise gone to Bob. That way, we can get our distributions out of the way and then leave it up to Bob's estate, whenever established, to collect the funds from the Clerk of the
Court.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(0,32,96)">1. Is this the right approach?<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(0,32,96)">2, Could any of you provide an example of language for the petition to request permission to interplead Bob's funds?<u></u><u></u></span></p>
<p class="MsoNormal"><span style="color:rgb(0,32,96)">In advance, thanks for your continued help here.<u></u><u></u></span></p>
<p class="MsoNormal"><b><span style="color:rgb(0,32,96)">Mark B. Anderson<br>
</span></b><span style="color:rgb(0,32,96)">ANDERSON LAW FIRM PLLC<br>
<a href="https://www.google.com/maps/search/821+Dock+Street,+Suite+209?entry=gmail&source=g">821 Dock Street, Suite 209</a>, PMB 4-12<br>
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