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<p class="MsoNormal"><span style="font-family:"Garamond","serif"">Amanda,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif""><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif"">I expect we all agree that you don’t have to send anything now. I just want to mention that deaths don’t always bring out the best in people. In a few months this heir might be calmer and less
objectionable. A polite letter now, explaining the statutes and the timelines might help.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif""><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif";color:black">Lisa E. Schuchman<br>
206-325-2801<br>
<a href="http://www.lisaschuchman.com/" target="_blank"><span style="color:blue">www.lisaschuchman.com</span></a><br>
<br>
Education is what you get when you read the fine print. Experience is what you get when you don’t. -Pete Seeger</span><span style="font-family:"Calibri","sans-serif""><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif";color:black"> </span><span style="font-family:"Calibri","sans-serif""><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif";color:black">NOTE: I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored
at all times. If your matter is urgent, please phone my office during regular business hours.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif""><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif";color:black">Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties under the Internal
Revenue Code.</span><span style="font-family:"Calibri","sans-serif""><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:24.0pt;font-family:Webdings;color:green">P</span><span style="font-size:10.0pt;font-family:"Arial Narrow","sans-serif";color:green">
</span><b><span style="font-size:7.5pt;font-family:"Arial","sans-serif";color:#008100">Please consider the trees before printing this document</span></b><span style="font-family:"Calibri","sans-serif""><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif""><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> wsbapt-owner@lists.wsbarppt.com [mailto:wsbapt-owner@lists.wsbarppt.com]
<b>On Behalf Of </b>amanda_wilson@olypenlawoffices.com<br>
<b>Sent:</b> Tuesday, December 23, 2014 12:55 PM<br>
<b>To:</b> WSBA RPPT Probate & Trust Discussion Forum<br>
<b>Subject:</b> [WSBAPT] Inventory and Appraisement<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p style="margin:0in;margin-bottom:.0001pt">I have a new probate that may get ugly.<o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt;word-wrap: break-word"> <o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt;word-wrap: break-word">My PR was appointed on December 11. The PR has not even received the death certificate yet (although he hopes to have it this week) and the bank is not distributing the deceased's funds until
they get one. Today, he came into my office and said he just "found out" about a couple retirement accounts the deceased had.<o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt;word-wrap: break-word"> <o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt;word-wrap: break-word">In other words, we are very very early in the process.<o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt;word-wrap: break-word"> <o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt;word-wrap: break-word">Yesterday, I got an email from an heir (hereinafter referred to as "Scrooge") demanding an accounting of the estate. She wants the accounting "by the close of business on December 26." (That
is not a typo, she really asked for a full accounting within four days to be delivered the day after Christmas).<o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt;word-wrap: break-word"> <o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt;word-wrap: break-word">RCW 11.44.015(1) says the PR shall make an inventory and appraisement within three months of appointment. RCW 11.44.015(2) says the PR shall furnish to an heir a true and correct copy of the
inventory and appraisement within ten days of the receipt of the request (paraphrased).<o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt;word-wrap: break-word"> <o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt;word-wrap: break-word">So, what if Scrooge requests the I&A within ten days of appointment? I want to read this that after the three month mark, the PR will have to disclose the I&A within 10 days (or exactly at the
three month mark, because the 10 day period is done). Any ideas? <o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt;word-wrap: break-word"> <o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt;word-wrap: break-word"> <o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt;word-wrap: break-word"><strong><span style="font-size:14.0pt;font-family:"Monotype Corsiva"">Amanda M. Wilson, esq.</span></strong><o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt;word-wrap: break-word"><strong><span style="font-size:14.0pt;font-family:"Monotype Corsiva""> </span></strong><o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt;word-wrap: break-word">Olympic Peninsula Law Offices, LLC<o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt;word-wrap: break-word">219 W Patison St.<o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt;word-wrap: break-word">Port Hadlock, WA 98339<o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt;word-wrap: break-word"> <o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt;word-wrap: break-word"> <o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt;word-wrap: break-word">(360)437-4172 office<o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt;word-wrap: break-word">(206)331-7851 cell phone<o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt;word-wrap: break-word"><span style="font-size:10.0pt;font-family:"Arial","sans-serif""> </span><o:p></o:p></p>
<p style="margin:0in;margin-bottom:.0001pt;word-wrap: break-word"><em>"I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel." ~ Maya Angelou</em><o:p></o:p></p>
<p><span style="font-size:10.0pt;font-family:"Arial","sans-serif";color:black">=======================</span><o:p></o:p></p>
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