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<p class="MsoNormal"><span style="color:#1F497D">There are several cases stating that no creditor claim is required when the claim is for ownership of a
<b><i>specific</i></b> item of property. See e.g. <u>Gottwig v. Blaine</u>, 59 Wn.App. 99, 104, 795 P.2d 1196 (1990) (claim of surviving joint tenant);
<u>O'Steen v. Wineberg's Estate</u>, 30 Wn.App. 923, 934, 640 P.2d 28 (1982) (claim for property held by decedent in oral trust). I cribbed these from the WSBA Probate Deskbook.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">I haven't reviewed this in a while but I do recall that I had some doubts about the case law cited; the holdings didn't seem to really state the rule quite so cleanly.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">The general idea appears to be that the creditor claim process is for debts of money owed by the decedent as a "general charge against the estate" as a whole, and so does not apply to claims that can't be satisfied
simply by paying money. There is another case saying essentially the same, which involved an ex-spouse suing the estate of the deceased ex-spouse to recover her half of community property that had not been properly divided by the divorce decree. Also, a suit
against the decedent's estate for specific performance (non-monetary relief) is not governed by the creditor claim process.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Bryce, your client's claim sounds like title is held in name of decedent, but your client asserts an equitable or TIC interest based on having paid money toward its purchase or something like that? Depending
on the facts I suppose a court could deny your client an interest in the property but grant a monetary judgment for reimbursement of funds--which would essentially be a money claim as a "general charge." To preserve all possible remedies I might do that suspenders-and-belt:
file the creditor claim regardless of whether or not it really applies, and then file suit for the non-monetary relief, with money judgment in the alternative.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Sincerely,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Eric<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Eric C. Nelsen<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">SAYRE LAW OFFICES, PLLC<o:p></o:p></span></p>
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<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-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Bryce Dille<br>
<b>Sent:</b> Saturday, August 10, 2019 11:44 AM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv'<br>
<b>Subject:</b> [WSBAPT] Need to file creditors claim<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Does a party need to file a creditors claim in an estate in which they are claiming the right as a tenant in common or similar interest in real property that was acquired solely in name of the deceased in order to claim interest in the
property that is being probated? Thanks for your response<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Bryce H. Dille | Attorney at Law<o:p></o:p></p>
<p class="MsoNormal">Dille Law, PLLC<o:p></o:p></p>
<p class="MsoNormal">P: 360-350-0270 | F: 844-210-4503<o:p></o:p></p>
<p class="MsoNormal">2010 Caton Way SW, Suite 101<o:p></o:p></p>
<p class="MsoNormal">Olympia, Washington 98502<o:p></o:p></p>
<p class="MsoNormal"><a href="http://www.dillelaw.com/">www.dillelaw.com</a><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">This transmission contains confidential attorney-client communications and may not be disclosed to any person but the intended recipient(s). If this matter is transmitted to you in error, please notify the sender immediately. <o:p></o:p></p>
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