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<p class="MsoNormal"><span style="font-size:13.0pt;font-family:"Verdana",sans-serif">I was involved in a case recently when all assets went into trust where a Notice Agent was appointed. See RCW 11.40 & 11.42<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:13.0pt;font-family:"Verdana",sans-serif">I was representing a creditor / injured from MVA and decedent was tortfeasor. I filed a creditor’s claim and served the notice agent.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:13.0pt;font-family:"Verdana",sans-serif">This might work for you.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:13.0pt;font-family:"Verdana",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:13.0pt;font-family:"Verdana",sans-serif">The attorney in my case then opened the estate and appointed the notice agent as PR now…<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Verdana",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:3.75pt;margin-right:0in;margin-bottom:7.5pt;margin-left:0in;background:white">
<b><span style="font-size:13.5pt;font-family:"Helvetica",sans-serif;color:black">RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.42.010"><span style="color:#7DAB8A">11.42.010</span></a><o:p></o:p></span></b></p>
<p class="MsoNormal" style="mso-margin-top-alt:3.75pt;margin-right:0in;margin-bottom:7.5pt;margin-left:0in;background:white">
<b><span style="font-size:13.5pt;font-family:"Helvetica",sans-serif;color:black">Notice agent</span></b><b><span style="font-size:13.5pt;font-family:"Times New Roman",serif;color:black">—</span></b><b><span style="font-size:13.5pt;font-family:"Helvetica",sans-serif;color:black">Qualifications.<o:p></o:p></span></b></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Helvetica",sans-serif;color:black">(1) Subject to the conditions stated in this chapter, and if no personal representative has been appointed in this state,
</span><span style="font-size:12.0pt;font-family:"Helvetica",sans-serif;color:red">a beneficiary or trustee
</span><span style="font-size:12.0pt;font-family:"Helvetica",sans-serif;color:black">who has received or is entitled to receive by reason of the decedent's death substantially all of the decedent's probate and nonprobate assets, is qualified to give nonprobate
notice to creditors under this chapter.<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Helvetica",sans-serif;color:black">If no one beneficiary or trustee has received or is entitled to receive substantially all of the assets, then those
persons, who in the aggregate have received or are entitled to receive substantially all of the assets, may, under an agreement under RCW <a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.96A.220"><b><span style="color:#7DAB8A">11.96A.220</span></b></a>,
appoint a person who is then qualified to give nonprobate notice to creditors under this chapter.<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Helvetica",sans-serif;color:black">(2) A person or group of persons is deemed to have received substantially all of the decedent's probate and nonprobate
assets if the person or the group, at the time of the filing of the declaration and oath referred to in subsection (3) of this section, in reasonable good faith believed that the person or the group had received, or was entitled to receive by reason of the
decedent's death, substantially all of the decedent's probate and nonprobate assets.<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Helvetica",sans-serif;color:black">(3)(a) The "notice agent" means the qualified person who:<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Helvetica",sans-serif;color:black">(i) Pays a filing fee to the clerk of the superior court in a county in which probate may be commenced regarding the
decedent, the "notice county", and receives a cause number; and<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Helvetica",sans-serif;color:black">(ii) Files a declaration and oath with the clerk.<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Helvetica",sans-serif;color:black">(b) The declaration and oath must be made in affidavit form or under penalty of perjury and must state that the person
making the declaration believes in reasonable good faith that the person is qualified under this chapter to act as the notice agent and that the person will faithfully execute the duties of the notice agent as provided in this chapter.<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Helvetica",sans-serif;color:black">(4) The following persons are not qualified to act as notice agent:<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Helvetica",sans-serif;color:black">(a) Corporations, trust companies, and national banks, except: (i) Such entities as are authorized to do trust business
in this state; and (ii) professional service corporations that are regularly organized under the laws of this state whose shareholder or shareholders are exclusively attorneys;<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Helvetica",sans-serif;color:black">(b) Minors;<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Helvetica",sans-serif;color:black">(c) Persons of unsound mind;<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Helvetica",sans-serif;color:black">(d) Persons who have been convicted of a felony or of a misdemeanor involving moral turpitude; and<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Helvetica",sans-serif;color:black">(e) Persons who have given notice under this chapter and who thereafter become of unsound mind or are convicted of a
felony or misdemeanor involving moral turpitude. This disqualification does not bar another person, otherwise qualified, from acting as successor notice agent.<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:12.0pt;font-family:"Helvetica",sans-serif;color:black">(5) A nonresident may act as notice agent if the nonresident appoints an agent who is a resident of the notice county
or who is attorney of record for the notice agent upon whom service of all papers may be made. The appointment must be made in writing and filed with the court.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:13.0pt;font-family:"Verdana",sans-serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:13.0pt;font-family:"Verdana",sans-serif"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><b><i><span style="font-size:14.0pt;font-family:"Arial Rounded MT Bold",sans-serif;color:#1F497D">Dalynne Singleton<o:p></o:p></span></i></b></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;color:#1F497D">Gourley Law Group<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;color:#1F497D">Snohomish Escrow<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;color:#1F497D">The Exchange Connection<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial Rounded MT Bold",sans-serif;color:#1F497D">1002 10<sup>th</sup> Street / PO Box 1091<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial Rounded MT Bold",sans-serif;color:#1F497D">Snohomish, WA 98291<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial Rounded MT Bold",sans-serif;color:#1F497D">360.568.5065<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial Rounded MT Bold",sans-serif;color:#1F497D">360.329.4079<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Arial Rounded MT Bold",sans-serif;color:#1F497D">360.568.8092 fax<o:p></o:p></span></p>
<p class="MsoNormal"><u><span style="font-size:12.0pt;font-family:"Arial Rounded MT Bold",sans-serif;color:#0563C1"><a href="mailto:dalynne@glgmail.com">dalynne@glgmail.com</a></span></u><span style="font-size:12.0pt;font-family:"Arial Rounded MT Bold",sans-serif;color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><b><i><span style="color:black"><o:p> </o:p></span></i></b></p>
<p class="MsoNormal"><i><span style="font-family:Californian;color:black">LICENSED</span></i><i><span style="font-size:12.0pt;font-family:Californian;color:black"> IN WASHINGTON AND OREGON</span></i><span style="font-size:12.0pt;font-family:Californian;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>msafren@jennylinglaw.com<br>
<b>Sent:</b> Monday, March 16, 2020 11:02 AM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Any suggestions for dealing with a mortgage lender absent opening probate<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Hello Fellow Practitioners,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I’m trying to assist a client and if anyone has encountered a similar situation and/or any suggestions I would appreciate it.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Client is the named personal representative for an estate that is insolvent. Estate has not been probated. There are a number of medical bills, but the only significant asset, a house, was transferred into the decedent’s trust prior to
his death and thus is not property of the estate. House is secured by financing and the lender will not communicate with the named personal represent who is also the trustee. While the financing follows the property into the trust, the lender will not communicate
with the trustee/ PR about the balance, due date, or payment amount and the trustee/ PR is concerned that opening probate on an insolvent estate to get the letters testamentary may be the only way to force the lender to communicate with her.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Does anyone have any insight, suggestions, advice, or guidance as to how to compel the lender to speak wit the PR/ trustee absent letters testamentary?
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thanks in advance! <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:black">Warmest regards,<br>
<br>
</span><b><span style="font-size:12.0pt;color:purple">Michael S. Safren, Esq.</span></b>
<b><br>
</b><i>Attorney at Law</i> <br>
<br>
14900 Interurban Ave. S., Ste. 280 | Seattle, WA 98168 <br>
11900 NE 1st St., Bldg. G - Ste. 300 | Bellevue, WA 98005 <br>
P: (206) 859-5098 | E: <a href="mailto:msafren@jennylinglaw.com" target="_blank">
<span style="color:blue">msafren@jennylinglaw.com</span></a> <br>
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<o:p></o:p></p>
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