[WSBAPT] DSHS 'inventory-lite' Estate Recovery questionnaire

[Mark A. Morenz-Harbinger]

Hello All,

Acting as atty for the PR.

According to statute, the DOR or any unpaid creditor can of course 
request an inventory. But in in our facts, while the deceased *applied* 
for medicaid, she never (and DSHS has admitted this) received any 
services which should trigger the questionnaire. Therefore DSHS is not 
an 'unpaid creditor'.

Nonetheless, because of her application, the questionnaire has been sent 
to us.

The questionnaire consists of basic Qs about realty and other property 
they deceased owned (and about potential surviving spouse, or dependent 
children, none of which applies). I don't want to unnecessarily 
antagonize the state. But, at the same time, I am not inclined to 
volunteer information about the estate if we don't have to.

Can anyone point me to any authority that obligates us to respond to the 
questionnaire?

Thanks!

Best,
_Mark

-- 
Mark A. Morenz-Harbinger, Attorney-at-Law
HARBINGER LAW, PLLC // "See Success"
Ph: (360) 932-3987 // Fx: 866-501-8913
4040 Wheaton Way, Suite 203, Bremerton, WA 98310-3565
www.harbingerandassociates.com

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