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

[John J. Sullivan, Esq.]

Mark:

The only time I've provided an inventory to DSHS was in an insolvent estate
of a decedent who had received long term care financing under Medicaid. 

When you say there was an application for "services" is it possible the
application, if approved, would relate back to a pre-mortem period when the
decedent was in long term care and the estate may be entitled to
reimbursement from DSHS? That's the only purpose I can see for the inventory
request - a proxy for being able to verify the statements in the
application. 

John J. Sullivan

-----Original Message-----
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
On Behalf Of Mark A. Morenz-Harbinger
Sent: Wednesday, April 15, 2020 11:42 AM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] DSHS 'inventory-lite' Estate Recovery questionnaire

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
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