Legal Question in Wills and Trusts in Washington
Is probate necessary when there is a will?
My mother passed away in February. My father passed away 16 years ago. My mother left a very explicit will naming me executor and sole beneficiary to all real and personal property. Real property amounted to her home valued at approximately $46,000. When my attorney researched the deed,he said the house was still in my father's name. My attorney asked me to find my parents' "Community Property Agreement". I was not able to find it at the time. I don't believe my dad had a will;at least I have not found it. My attorney informed me that this would not be a problem because in the state of Washington,the home would automatically go to the surviving spouse. My attorney went ahead and put both my parents' estate into probate. Was probate necessary? I have a brother demanding some of my mother's personal items (not left to him in the will) and I'm being told that the estates cannot be closed because my brother "might cause problems". I seriously question why the estates had to be probated leaving me in this kind of limbo. My attorney is not very forthcoming with the answer which makes me question the legal rationale even more. Note: After my attorney started probate,I found the "Community Property Agreement". Thank You.
1 Answer from Attorneys
Re: Is probate necessary when there is a will?
The short answer is "it depends" -- what do you expect from the law? :) A probate is not ALWAYS necessary when there is a will. The exceptions are typically where there is a surviving spouse and a community property agreement was executed, where a living trust was utilized and/or where the estate is valued at less than $60,000 and includes no real property.
It sounds like in your parents' case, I too would have initially suggested that you file what amounts to simplified probates of each of your parents' estates. The reason is that it is in your best interest to insure that there is a clean chain of title to the real property for both you and your heirs. Probates can be a nuisance, but Quite Title Actions can be even worse.
Once the Community Property Agreement was found the probate of the first parent to die could have been terminated immediately to save the combined estate some money. But the second estate (I believe your mother's estate) should still go through probate (or to be more accurate, estate administration). By doing so the real property would be formally transferred (court approved) thus satisfying any title company of the clear chain of title.
Finally, as to keeping the estates open due to problems your brother might cause, I do not understand your attorney's reasoning. However, I also do not have all the facts. Perhaps the attorney has a legitimate reason for keeping the estate open. I simply cannot figure out what that reason may be.
I hope this helps.