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WA PRIMARY ISSUES
INDIAN; TRUSTS WILLS PROBATE
28
Law
Graduate
06/22/2009

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Term
INDIAN LAW OPENER
Definition
FEDERALLY RECOGNIZED INDIAN TRIBES ARE SOVERIGN GOVERNMENTS WITH THE INHERENT RIGHTS OF MANAGING THEIR OWN AFFAIRS. INDIAN LAW IS GOVERNED BY FEDERAL LAW AND WA LAW (TITLE 37)
Term
INDIAN COUNTRY
Definition
1. ALL LANDS WITHIN EXTERIOR BORDERS OF A RESERVATION, INCLUDING LAND OWNED BY NON INDIANS AND RIGHTS OF WAY PASSING THROUGH; 2. DEPENDENT INDIAN COMMUNITIES; AND 3. INDIAN ALLOTMENTS
Term
CONGRESSIONAL POWER
Definition
INDIAN TRIBES ARE SUBJECT TO THE PLENARY AUTHORITY OF CONGRESS. AS A GENERAL RULE, STATE COURTS HAVE NO JURISDICTION OVER INDIANS IN INDIAN COUNTRY, EXCEPT TO THE EXTENT THAT CONGRESS HAS DELEGATED ITS AUTHORITY TO THE STATES OR THAT THE TRIBES HAVE SPECIFICALLY AGREED TO.
Term
WA AUTHORITY
Definition
PURSUANT TO FED LAW PL 280; WA HAS ASSUMED PARTIAL JURISDICTION OVER INDIANS IN INDIAN COUNTRY AND HAS FULL LEGAL AUTHORITY OVER INDIANS OUTSIDE INDIAN COUNTRY AND A NON INDIAN IN INDIAN COUNTRY
Term
SOVERIGN IMMUNITY OF TRIBES
Definition
RECOGNIZED TRIBES ARE GENERALLY IMMUNE FROM LAWSUITS EXCEPT TO THE EXTENT AUTHORIZED BY CONGRESS OR TO THE EXTENT THE TRIBE HAS WAIVED ITS IMMUNITY
Term
MEMBERSHIP IN TRIBE
Definition
FORMALLY ENROLLED IN TRIBE
Term
TRIBE JURISDICTION OVER NON MEMBER INDIANS
Definition
LESS THAN THAT OVER MEMBERS
Term
CONSTRUCTION OF INDIAN TREATIES
Definition
AMBIGUITIES RESOLVED IN FAVOR OF TRIBE; TO BE CONSTRUED AS INDIANS UNDERSTOOD THEM AND LIBERALLY, FOR THE BENEFIT OF THE INDIANS
Term
STATUS OF RECOGNIZED TRIBES
Definition
DOMESTIC, DEPENDANT NATIONS
Term
ABROGATING TREATY RIGHTS
Definition
MUST BE STATED AND INTENTIONAL BUT MAY BE IMPLICIT (EAGLE FEATHERS)
Term
TRUSTS, WILLS, PROBATE OPENER
Definition
WILL AND PROBATE LAW GOVERNS THE DISPOSTION OF ASSETS UPON DEATH. THE LAW OF TRUSTS CONTROLS THE DISPERSAL OF PERSONAL (REAL?) PROPERTY TO OTHERS TO OTHERS UNDER THE PROTECTION OF A FIDUCARY.
Term
TRUST REQUIREMENTS
Definition
SETTLOR, PROPERTY, INTENT, RAP COMPLIANCE, ASCERTAINABLE BENEFICIARIES AND A TRUSTEE.
Term
TRUSTEE
Definition
MUST HAVE LEGAL CAPACITY, CAN BE COURT APPOINTED IF NAMED TRUSTEE FAILS AND MUST BE SOMEONE OTHER THAN OR IN ADDITION TO A BENEFICIARY.
Term
TRUSTEE'S DUTY
Definition
FIDUCIARY DUTY OF LOYALY EXCLUDES SELF-DEALING UNLESS TRUST INSTRUMENT ALLOWS; MUST NOT TAKE OPPORTUNITY OF TRUST OR BORROW FROM THE TRUST.
Term
SPENDTHRIFT TRUST
Definition
PROHIBITS ASSIGNMENT BY THE BENEFICARY OR ATTACHMENT OF A FUTURE DISTRIBUTION BY A BENEFICIARY'S CREDITOR
Term
ACTIONS AGAINST TRUSTEE
Definition
FOR DIMINUTION OF ESTATE AND LOST EARNINGS. CT MAY ORDER TRUSTEE REMOVED AND APPOINT A SUCCESSOR TRUSTEE. A DECL JDMT MAY ORDER SPECIFIC PERFORMANCE OF TRUSTEE'S DUTIES OR ENJOIN TRUSTEE.
Term
TESTATOR'S MENTAL CAPACITY
Definition
UNDERSTAND: 1. NATURE AND EXTENT OF PROPERTY; 2 NATURAL OBJECTS OF HER BOUNTY, SUCH AS FAMILY MEMBERS; 3. THE TESTEMENTARY EFFECT OF SUCH A DEVISE.
Term
FOR A VALID WILL
Definition
1. TESTEMENTARY CAPACITY AND OVER 18; INTENT; 3.MENTAL CAPACITY; 4. ATTESTED TO BY TWO DISINTERESTED WITNESSES; 5 SIGNED BY TESTATOR.
Term
CONTEST A WILL FOR UNDUE INFLUENCE
Definition
MUST SHOW FIDUCIARY RELATIONSHIP AND ACTIVE PARTICPATION BY THE BENEFICIARY WHO RECEIVED AN UNNATURALLY LARGE DEVISE
Term
C.P.
Definition
TESTATOR MAY DEVISE ONLY HALF OF C.P. AND ALL OF S.P. IF D. DIES INTESTATE, HALF TO SPOUSE OR REG D.P. BALANCE TO ISSUE OF D.
Term
SS'S HOMESTEAD RIGHT
Definition
APPLIES TO SP OF D WHO OWNED FAMILY RES AS SP; SS MAY APPLY FOR UP TO $125K OF THE VALUE OF THE RESIDENCE, EVEN IF OTHERWISE DISOWNED (UNLESS SS MURDERS D)
Term
SS ELECTION AGAINST WILL
Definition
NOT IN WA
Term
INCORPORATION OF SEPARATE WRITING
Definition
OK IF IN EXISTANCE AT TIME OF EXECUTION OF WILL AND SUFFICIENTLY DESCRIBED AND IDENTIFIED.
Term
CODICIL
Definition
IF IT CHANGES OR ELIMINATES A BENEFICIARY OR CREATES NEW TESTAMENTARY SCHEME OR ADDS NEW BENEFICIARIES MUST HAVE ALL WILL FORMALITIES, CHANGE MERELY ADDING TO RESIDUE DOES NOT REQUIRE (?? REDUCING BEN SHARE)
Term
ALTERNATIVES TO PROBATE
Definition
LIFE INSURANCE; RETIREMENT PLANS; TRUSTS; POD ACCOUNTS; JOINT BANK ACCOUNTS AND PROPERT HELD AS JOINT TENANTS
Term
DEATH OF D
Definition
ORIGINAL WILL AND DEATH CERTIFICATE MUST BE SUBMITTED TO COURT FOR PROBATE WITHIN 30 DAYS. COPY CAN ONLY BE USED IF ORIGINAL LOST AND CLEAR AND CONVINCING EVIDENCE THAT WILL NOT REVOKED AND COURT HAS PROOF OF THE PROPER EXECUTION AND VALIDITY OF THE WILL (WITNESS AFFIDAVITS?)
Term
PR IN PROBATE OF WILL
Definition
PR NAMED IN WILL OR APPOINTED BY CT. SS OR RDP MAY PETITION TO BE PR FOR CP WITHIN 40 DAYS OF DEATH. PR IS UNDER DUTY TO GIVE NOTICE TO ALL BEN AND CREDITORS AND EXERCISE REASONABLE CARE IN ADMINISTRATION/DISTRIBUTION OF ESTATE
Term
DISPUTE OVER ESTATE/TRUST
Definition
WA's TEDRA REQUIRES THAT THE PARTIES SUBMIT TO MEDIATION AND ARBITRATION SUCH DISPUTES
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