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<p class="MsoNormal"><span style="font-family:"Aptos",sans-serif">Hello, <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Aptos",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Aptos",sans-serif">Decedent passed away and all her assets were in a living trust. The Trustee opened up a bank account for the trust. No probate was opened because it wasn’t necessary. Trustee had to fix the
roof before selling the home. The house insurance covered it but the home insurance company made out a check to the Estate of Decedent, not the Trust. Now bank won’t let Trustee deposit it without Letters Testamentary.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Aptos",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Aptos",sans-serif">Besides asking the insurance company to reissue a check, which they may or may not do, any suggestions?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Aptos",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Aptos",sans-serif">Best, <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Aptos",sans-serif"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><span style="font-family:"Lucida Calligraphy";mso-ligatures:none">Jenna Brozik<o:p></o:p></span></p>
<p class="MsoNormal"><i><span style="font-family:"Aptos Display",sans-serif;mso-ligatures:none">Managing Attorney<o:p></o:p></span></i></p>
<p class="MsoNormal"><b><span style="font-family:"Aptos Display",sans-serif;color:#222222;mso-ligatures:none">PRINZ & BROZIK PLLC</span></b><span style="font-family:"Aptos Display",sans-serif;color:#222222;mso-ligatures:none"><br>
445 S. Grand Avenue<br>
Pullman, WA 99163<br>
509-338-0908 Telephone<br>
509-338-3527 Facsimile</span><span style="font-family:"Aptos Display",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Aptos",sans-serif"><o:p> </o:p></span></p>
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<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b><span style="mso-ligatures:none">From:</span></b><span style="mso-ligatures:none"> wsbarp-bounces@lists.wsbarppt.com <wsbarp-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Dalynne Singleton<br>
<b>Sent:</b> Wednesday, July 31, 2024 7:46 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com>; 'WSBA Real Property Listserv' <wsbarp@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBARP] Motion to Substitute Estate as Party<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">I didn’t see any response so will chime in.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif"><o:p> </o:p></span></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">You are correct that you need to substitute but the proper named party is “Administrator/PR of the Estate of [decedent
name]”. Party is not Estate, it is the PR/Administrator of the Estate.<o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">Did someone open your client’s probate? If yes, then you substitute the proper named party (see #1) and have options
to present to the court but depends on notice of appearance/answer to original complaint by defense counsel or defendant before death. If appearance or answer, you will need to get an agreement with stip/order to substitute or make a motion and set hearing.<o:p></o:p></span></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l1 level1 lfo3"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">Substitution relates back pursuant to CR 25:<o:p></o:p></span></li></ol>
<p class="MsoNormal" style="margin-left:1.5in"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif"><o:p> </o:p></span></p>
<p class="MsoNormal" style="margin-left:1.5in"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">CR 25 SUBSTITUTION OF PARTIES (1) Procedure.
<span style="color:red">If a party dies </span>and the claim is not thereby extinguished, the court may order substitution of the proper parties. The motion for substitution may be made by the successors or representatives of the deceased party or by any party
and, together with the notice of hearing, shall be served on the parties as provided by rule 5 for service of notices, and upon persons not parties in the manner provided by statute or by rule for the service of a summons. If substitution is not made within
the time authorized by law, the action may be dismissed as to the deceased party. (2) Partial Abatement.
<span style="color:red">In the event of the death of one or more of the plaintiffs
</span>or of one or more of the defendants in an action in which the right sought to be enforced survives only to the surviving plaintiffs or only against the surviving defendants, the action does not abate. The death shall be suggested upon the record and
the action shall proceed in favor of or against the surviving parties.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">If you need example of stip/order or motion/order, email me directly.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><b><i><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">Dalynne Singleton</span></i></b><b><span style="font-size:14.0pt;font-family:"Book Antiqua",serif"><o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">Gourley Law Group<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">Snohomish Escrow/The Exchange Connection<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">1002 10<sup>th</sup> Street / PO Box 1091<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">Snohomish, WA 98291<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">360.568.5065<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">360.568.8092 fax<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif"><a href="mailto:dalynne@glgmail.com" target="_blank"><span style="color:#467886">dalynne@glgmail.com</span></a> <u>Website:
</u><a href="http://www.glglawgroup.com/" target="_blank"><span style="color:#467886">www.glglawgroup.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Book Antiqua",serif">Attorney/client meetings will be handled virtually whenever possible. If you would like to set a telephone conference, zoom, or in person meeting, please call or email one
my paralegals Valerie <a href="mailto:valerie@glgmail.com"><span style="color:#467886">valerie@glgmail.com</span></a>, Cora
<a href="mailto:cora@glgmail.com"><span style="color:#467886">cora@glgmail.com</span></a>, or part time paralegal Theresa
<a href="mailto:theresa@glgmail.com"><span style="color:#467886">theresa@glgmail.com</span></a>. Attorney Spencer Clower & paralegal, Kristin Jacobs, can be reached for Estate litigation (<a href="mailto:spencer@glgmail.com"><span style="color:#467886">spencer@glgmail.com</span></a>
and <a href="mailto:kristin@glgmail.com"><span style="color:#467886">kristin@glgmail.com</span></a>).
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Book Antiqua",serif">LICENSED IN WASHINGTON. IMPORTANT/CONFIDENTIAL: This e-mail message (and any attachments accompanying it) may contain confidential information, including information protected
by attorney-client privilege. The information is intended only for the use of the intended recipient(s). Delivery of this message to anyone other than the intended recipient(s) is not intended to waive any privilege or otherwise detract from the confidentiality
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e-mail, and then destroy all copies of the message and its attachments, if any.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Aptos",sans-serif;mso-ligatures:none"><img border="0" width="84" height="120" style="width:.875in;height:1.25in" id="Picture_x0020_2" src="cid:image001.gif@01DAE746.38BA4770"></span><span style="font-family:"Aptos",sans-serif">
</span><span style="font-family:"Aptos",sans-serif;mso-ligatures:none"><img border="0" width="155" height="120" style="width:1.6145in;height:1.25in" id="Picture_x0020_13" src="cid:image002.png@01DAE746.38BA4770"><img border="0" width="121" height="101" style="width:1.2604in;height:1.052in" id="Picture_x0020_3" src="cid:image003.png@01DAE746.38BA4770"></span><span style="font-family:"Aptos",sans-serif"> </span><span style="font-family:"Aptos",sans-serif;mso-ligatures:none"><img border="0" width="122" height="102" style="width:1.2708in;height:1.0625in" id="Picture_x0020_4" src="cid:image004.png@01DAE746.38BA4770"></span><span style="font-family:"Aptos",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Aptos",sans-serif"><o:p> </o:p></span></p>
</div>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif"><o:p> </o:p></span></p>
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<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b><span style="mso-ligatures:none">From:</span></b><span style="mso-ligatures:none">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b><a href="mailto:Jeff@bellanddavispllc.com">Jeff@bellanddavispllc.com</a><br>
<b>Sent:</b> Tuesday, July 30, 2024 9:27 AM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>>; 'WSBA Real Property Listserv' <<a href="mailto:wsbarp@lists.wsbarppt.com">wsbarp@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Motion to Substitute Estate as Party<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Listmates,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Sorry for the cross posting. Do any of you have a motion to substitute a probate estate as a party in a lawsuit that you would share? This started out as a UDA, with a lease, but court converted it to civil action when client’s grandchild
claimed they were buying the home. Client dies so I need to substitute the estate in as plaintiff.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Jeff Davis<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b><span style="font-family:"Tahoma",sans-serif;mso-ligatures:none">W. Jeff Davis<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black;mso-ligatures:none">BELL & DAVIS PLLC<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black;mso-ligatures:none">Attorneys at Law</span></b><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black;mso-ligatures:none"><br>
P.O. Box 510<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black;mso-ligatures:none">720 E. Washington Street, Suite 105<br>
Sequim WA 98382<br>
Phone: (360) 683.1129 <br>
Fax: (360) 683.1258 <br>
email: </span><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;mso-ligatures:none"><a href="mailto:jeff@bellanddavispllc.com">jeff@bellanddavispllc.com</a><span style="color:black"><br>
</span></span><span style="mso-ligatures:none"><a href="http://www.bellanddavispllc.com/" target="_blank"><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:blue">www.bellanddavispllc.com</span></a></span><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;color:black;mso-ligatures:none"><br>
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The information contained in this e-mail message may be privileged, confidential, and protected from disclosure. If you are not the intended recipient, any dissemination, distribution, or copying is strictly prohibited. If you think that you have received this
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or call 360.683.1129.</span><span style="font-size:10.0pt;font-family:"Tahoma",sans-serif;mso-ligatures:none"><o:p></o:p></span></p>
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