<div dir="ltr"><div><div class="gmail_default" style="font-family:arial,sans-serif">Kate - </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">My take has always been to give notice, even if it may not be required. If someone is expressly excluded - I send notice. So much is contingent upon proper notice that my advice to clients has been it is worth the extra stamp that my office will charge (we don't charge for paper or printing....yet). </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><br clear="all"></div><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div dir="ltr"><p><b><span style="font-family:"Times New Roman",serif"><font color="#ff0000">****NOTE ABOUT UPCOMING OFFICE CLOSURE****</font></span></b></p><p><b><span style="font-family:"Times New Roman",serif"><u><font color="#ff0000">From October 16 until November 6,</font></u> the Law Offices of Brent Williams-Ruth will be closed. Brent & Justin will be unreachable during this time. A contract non-legal administrative assistant will acknowledge receipt of messages and send confirmation communication that all will be addressed upon the return to office after November 6th. This person will not be able to provide any substantive assistance in any matter.</span></b></p><p><b><span style="font-family:"Times New Roman",serif">Thank you and we apologize for any inconvenience</span></b></p><p><b><span style="font-family:"Times New Roman",serif">Brent
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<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
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</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:12.0pt;font-family:"Times New Roman",serif"></span></p></div></div></div></div><br></div><br><div class="gmail_quote gmail_quote_container"><div dir="ltr" class="gmail_attr">On Thu, Oct 15, 2026 at 4:52 PM Kate Szurek <<a href="mailto:kate@skagitlaw.com">kate@skagitlaw.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-8401826324494396371">
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<p class="MsoNormal">Our decedent in his Will exercised the limited power of appointment given to him to change the remainder beneficiaries to his late wife’s trust (appropriately limited class of beneficiaries).
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<p class="MsoNormal">RCW 11.28.237 says to give notice of his appointment as PR and the admission of his Will to probate to each “heir, legatee and devisee.” Does the fact that any certain person is merely named in a Will make him/her a “devisee” or “legatee”
even though that person will receive nothing at all from the decedent’s estate?
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<p class="MsoNormal">It certainly seems prudent to give the statutory notice to all persons directly impacted by the exercise of the LPOA. But I am not finding anything directly on point as to whether that is required of an estate? I know the successor trustee
has notice duties, but that person is not our client.<u></u><u></u></p>
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<p class="MsoNormal">I’ll dig deeper. And may give notice, just to be safe. But maybe one of you has direct experience with this question, or knows of some case law.
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<p class="MsoNormal">Thanks, as always, in advance!<u></u><u></u></p>
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<p class="MsoNormal">Kate<u></u><u></u></p><a href="https://www.google.com/maps/search/336+%2F+227+Freeway+Drive,+Suite+B+%0D%0A+Mount+Vernon,+WA+98273?entry=gmail&source=g">
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<p class="MsoNormal"><b><i><span style="font-size:13.5pt;font-family:"Cataneo BT";color:blue">Kate Szurek</span></i></b><span style="font-family:"Times New Roman",serif;color:black">, J.D., LL.M. (in Taxation)<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt"><a href="mailto:kate@skagitlaw.com" target="_blank"><span style="font-size:12pt;font-family:"Times New Roman",serif;color:blue">kate@skagitlaw.com</span></a></span><span style="font-family:"Times New Roman",serif;color:rgb(31,73,125)"><u></u><u></u></span></p>
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<p class="MsoNormal"><b><i><span style="font-size:14pt;font-family:"Times New Roman",serif;color:rgb(31,73,125)">Skagit Law Group, PLLC<u></u><u></u></span></i></b></p>
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