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<p class="MsoNormal">Good question. There may be some case law on the subject but I don’t know of it. Nothing jumps out at me from Title 11.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Generally however, I prepare an accounting for review and approval by all the heirs prior to distribution. I put it on a excel worksheet and show everything coming in and going out and how much everyone is getting as their final share.
I get people to approve that and then do the final distro and declaration of completion. If everyone approves it and cashes the check, then the heirs would have a hard time complaining about anything and the Declaration of completion gives the PR some pretty
powerful protections. So I would do the allocation option your client prefers and circulate it and if no one complains, then close it out on that basis.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">If heirs complain, then you can ask the court for guidance on the subject. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">But I would do some research on case law and take a good look through Title 11 first.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b><span style="font-family:"Berlin Sans FB",sans-serif">Andrew Hay<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-family:"Berlin Sans FB",sans-serif">Hay & Swann PLLC<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Berlin Sans FB",sans-serif">201 S. 34<sup>th</sup> St.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Berlin Sans FB",sans-serif">Tacoma, WA 98418<o:p></o:p></span></p>
<p class="MsoNormal"><i><span style="font-family:"Berlin Sans FB",sans-serif"><a href="http://www.washingtonlaw.net/"><span style="color:#0563C1">www.washingtonlaw.net</span></a><o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Berlin Sans FB",sans-serif"><a href="mailto:andrewhay@washingtonlaw.net"><span style="color:#0563C1">andrewhay@washingtonlaw.net</span></a><o:p></o:p></span></i></p>
<p class="MsoNormal"><span style="font-family:"Berlin Sans FB",sans-serif">253.272.2400 (w)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Berlin Sans FB",sans-serif">253.377.3085 (c)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Berlin Sans FB",sans-serif">THIS IS A CONFIDENTIAL COMMUNICATION AND IS INTENDED FOR THE DESIGNATED RECIPIENT ONLY. IF YOU HAVE RECEIVED THIS COMMUNICATION IN ERROR, PLEASE NOTIFY THE SENDER IMMEDIATELY AND DESTROY
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b>From:</b> wsbarp-bounces@lists.wsbarppt.com <wsbarp-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Gerald Sprute<br>
<b>Sent:</b> Wednesday, September 2, 2020 3:50 PM<br>
<b>To:</b> wsbarp@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBARP] Estate Expenses question<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:105%"><span style="color:black">Question regarding reimbursement for estate expenses: <o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:105%"><span style="color:black"> <o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:105%"><span style="color:black">A&B will inherit proceeds from house sale <o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:105%"><span style="color:black">A,B C and D will inherit the remainder <o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:105%"><span style="color:black">A is the executor, spent her own money paying the mortgage and utilities while the house was on the market. Now that the house is sold, where does she get reimbursed
for “loaning” money to the estate? <o:p></o:p></span></p>
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<li class="MsoNormal" style="color:black;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l1 level1 lfo3">
<span style="font-size:12.0pt">From the house proceeds because it only benefitted A&B, <o:p></o:p></span></li><li class="MsoNormal" style="color:black;mso-margin-top-alt:auto;mso-margin-bottom-alt:auto;mso-list:l1 level1 lfo3">
<span style="font-size:12.0pt">or from the remainder as an “estate admin” expense? <br>
<br>
If it makes a difference, the mortgage is mostly interest payments so there is no real increase in equity due to the mortgage being paid (the loan just stayed out of default which would have complicated the sale) <o:p></o:p></span></li></ul>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Jerry Sprute <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">Law Office of Gerald A. Sprute<br>
P.O. Box 1657<br>
Duvall, WA 98019<br>
Tel: (425) 892-4079<br>
Fax: (425) 844-9151<br>
<a href="http://www.sprutelaw.com" target="_blank">www.sprutelaw.com </a><br>
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