[WSBAPT] TEDRA Petition

[Jenna Brozik]

Thanks for all your comments.  She did get a 30 day notice to close the
probate.  I don't have time to negotiate with the estate attorney.  The
probate is set to close tomorrow. She just came in my office yesterday.  I
just want to stop it from closing so should I file the TEDRA petition or
can I just file a petition for accounting and inventory to stop the closing
of the probate?

Jenna Brozik
Attorney at Law
Prinz & Brozik PLLC
445 S Grand Ave
Pullman, WA 99163
(509)338-0908 / (509) 338-3527 (fax)
jennaprinzlaw at gmail.com


On Thu, Feb 12, 2015 at 9:39 AM, Jeanne Dawes <jjdawes at goregrewe.com> wrote:

>  You can request an accounting and an inventory.   Court approved
> accountings can be expensive.  First I would contact the attorney for the
> estate to see if they will provide an informal accounting.  You can ask for
> bank statements and the like if you require back up proof of deposits and
> expenditures.  If your client does not waive the Notice of Filing a
> Declaration of Completion of Probate, she will have 30 days to object to
> the closing of the estate after the Declaration is filed.  If the estate is
> not yet closed, I would start by talking with the attorney to see what they
> can provide to satisfy your client that she has received her full
> distributive share.  If there is a question as to what is separate and
> community property, you may have to use a TEDRA petition to have the court
> make the final determination.  If the assets are all one or the other, that
> should not be an issue. 11.04 is pretty cut and dry.  Formula approach.
> Unless there has been a petition for family allowance, or issue of
> community vs. separate property it should be easy to trace the assets to
> determine the net estate and how it is to be distributed.
>
>
>
> *Jeanne*
>
>
>
> *Jeanne J.* *Dawes*
>
> Attorney at Law
>
> Gore & Grewe, P.S.
>
> 103 E. Indiana Avenue, Suite A
>
> Spokane, WA 99207-2317
>
> Voice:  509-326-7500
>
> Fax:      509-326-7503
>
> jjdawes at goregrewe.com
>
> INFORMATION CONTAINED IN THIS E-MAIL TRANSMISSION IS PRIVILEGED AND
> CONFIDENTIAL.
>
>
>
> *From:* wsbapt-owner at lists.wsbarppt.com [mailto:
> wsbapt-owner at lists.wsbarppt.com] *On Behalf Of *Jenna Brozik
> *Sent:* Thursday, February 12, 2015 9:16 AM
> *To:* WSBA RPPT Probate & Trust Discussion Forum
> *Subject:* [WSBAPT] TEDRA Petition
>
>
>
> Hello list mates,
>
>
>
> I have a client who is an heir to her grandmother's estate.  The
> grandmother did not have a will.  The attorney for the estate is about to
> close the probate.  My client believes she is entitled to more than what
> the personal representative has allotted to her.  She did not accept the
> check sent to her by the personal representative which was what the estate
> decided was her share of her grandmother's estate.  It is too late to
> contact the estate attorney to try to negotiate or request more information.
>
>
>
> I plan to file a TEDRA petition to stop the closing of the probate.  Do I
> also need to set it for a hearing?  Any suggestions as to the proper way to
> proceed would be greatly appreciated.
>
>
>
> Thanks,
>
> Jenna Brozik
>
> Attorney at Law
>
> Prinz & Brozik PLLC
>
> 445 S Grand Ave
>
> Pullman, WA 99163
>
> (509)338-0908 / (509) 338-3527 (fax)
>
> jennaprinzlaw at gmail.com
>
>
>
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