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<b>Eric --- I've been involved in numbers of these (& in several
counties), some as objector representing an interested heir/Bf
& some representing the PR. In all cases in my experience,
all it took was a simple Petition (not a whole lot more than "I
object to the closing, want an accounting, & want the Court to
set fees") filed with the Court in the probate matter requesting
the Court to order the PR to make & file a verified accounting
& for the Court to set fees, & the only notice was a copy
of the Petition to the PR's attorney, both within the 30-day
period. Maybe the rules have changed, but the foregoing has been
my experience.</b><br>
<br>
<b>Again, in my experience, this is not a Petition for Accounting in
the usual sense, for example, one filed during the course of
administration under 11.76. This is a Petition for Accounting
filed upon receiving a Notice of Filing of the Decl of Completion,
expressly provided by & governed under 11.68.</b><b>110.</b><br>
<b><br>
</b><b>Maybe others have different experience???</b><br>
<br>
<br>
<div class="moz-cite-prefix">On 2/12/2015 10:52 AM, Eric Nelsen
wrote:<br>
</div>
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<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Richard--Some
counties will allow a petition for accounting that doesn't
comply with TEDRA? I don't doubt it, but I do notice that
requesting an accounting from the PR is a "matter" subject
to TEDRA, per <a moz-do-not-send="true"
href="http://app.leg.wa.gov/rcw/default.aspx?cite=11.96A&full=true#11.96A.030">RCW
11.96A.030(2)(c)(iv)</a>. I would be worried about filing
a petition for accounting that didn't comply with TEDRA. I
agree with you that it should be allowed, but TEDRA is the
legislative monster that swallowed all prior probate
practice, as near as I can tell.<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Another
interesting conundrum: RCW 11.68.110(2) specifies that the
objector must "petition the court for an order" which sounds
an awful lot like invoking the court's jurisdiction in the
probate itself--meaning I think that the petition should be
filed under the probate cause number. But of course all
TEDRA petitions must be filed as a separate action, per RCW
11.96A.090. So which one?<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">The
case Marcus Fry recalled--<u>Estate of Harder</u>--makes the
point that an objection to closure must effectively invoke
the court's jurisdiction over the non-intervention probate.
The holding there is simply that a Notice of Mediation under
TEDRA does not invoke the court's jurisdiction, and a
petition is necessary. Of course that doesn't resolve
whether the petition can be filed in the probate case, or
has to be filed separately under TEDRA.<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span
style="font-family:"Calibri","sans-serif";color:#1F497D">Sincerely,<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span
style="font-family:"Calibri","sans-serif";color:#1F497D">Eric<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span
style="font-family:"Calibri","sans-serif";color:#1F497D">Eric
C. Nelsen<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-family:"Calibri","sans-serif";color:#1F497D">SAYRE
LAW OFFICES, PLLC<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-family:"Calibri","sans-serif";color:#1F497D">1320
University St<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-family:"Calibri","sans-serif";color:#1F497D">Seattle
WA 98101-2837<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-family:"Calibri","sans-serif";color:#1F497D">phone
206-625-0092<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-family:"Calibri","sans-serif";color:#1F497D">fax
206-625-9040<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><o:p> </o:p></span></p>
<div>
<div style="border:none;border-top:solid #B5C4DF
1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b><span
style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:windowtext">From:</span></b><span
style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:windowtext">
<a class="moz-txt-link-abbreviated" href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>
[<a class="moz-txt-link-freetext" href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Richard Wills<br>
<b>Sent:</b> Thursday, February 12, 2015 10:07 AM<br>
<b>To:</b> <a class="moz-txt-link-abbreviated" href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br>
<b>Subject:</b> Re: [WSBAPT] TEDRA Petition<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><b>She should
have received a Notice of Filing of Decl of Completion,
giving her 30 days to file a request with the Court to
review fees & order an accounting. It seems to me that
all that your client may need is an accounting, showing an
initial inventory of assets, an accounting of income &
expense, & a list of resulting assets on hand for
distribution. If so, simply filing a request for the Court
to review fees & order an accounting & mailing a
copy of it to the PR's attorney might suffice --- a lot
simpler (& less expensive) than a TEDRA Petition
(assuming you're still within the 30-day period).</b><br>
<b><br>
The attorney may have simply sent a Decl of Completion, the
check, & a Receipt & Waiver for your client to sign
& return. If so, I'd return the check & ask for fee
statements & an accounting.</b><br>
<br>
<o:p></o:p></p>
<div>
<p class="MsoNormal">On 2/12/2015 9:18 AM, Roger Hawkes wrote:<o:p></o:p></p>
</div>
<blockquote style="margin-top:5.0pt;margin-bottom:5.0pt">
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Yes;
schedule a hearing.</span><o:p></o:p></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">And
there should have been a thirty day notice of intent to
close; is that expired?</span><o:p></o:p></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Roger
Hawkes, WSBA # 5173</span><o:p></o:p></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">19909
Ballinger Way NE</span><o:p></o:p></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Shoreline,
WA 98155</span><o:p></o:p></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"><a
moz-do-not-send="true"
href="http://www.hawkeslawfirm.com">www.hawkeslawfirm.com</a></span><o:p></o:p></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">206
367 5000</span><o:p></o:p></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D">Fax
is 206 367 4005</span><o:p></o:p></p>
<p class="MsoNormal"><span
style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D"> </span><o:p></o:p></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"">
Jenna Brozik [<a moz-do-not-send="true"
href="mailto:jennaprinzlaw@gmail.com">mailto:jennaprinzlaw@gmail.com</a>]
<br>
<b>Sent:</b> Thursday, February 12, 2015 9:16 AM<br>
<b>To:</b> WSBA RPPT Probate & Trust Discussion Forum<br>
<b>Subject:</b> [WSBAPT] TEDRA Petition</span><o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<div>
<div>
<p class="MsoNormal">Hello list mates,<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"> <o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">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.<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"> <o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">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.
<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"> <o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">Thanks, <o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><span
style="font-family:"Arial","sans-serif"">Jenna
Brozik</span><o:p></o:p></p>
</div>
<div>
<div>
<div>
<p class="MsoNormal"><span
style="font-family:"Trebuchet MS ,
sans-serif","serif"">Attorney at
Law</span><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">Prinz & Brozik PLLC<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">445 S Grand Ave<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">Pullman, WA 99163<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal">(509)338-0908 / (509) 338-3527
(fax)<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><a moz-do-not-send="true"
href="mailto:jennaprinzlaw@gmail.com"
target="_blank">jennaprinzlaw@gmail.com</a><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"> <o:p></o:p></p>
</div>
</div>
</div>
</div>
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