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<p class="MsoNormal">I agree with Eden.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Any advancements by the PR to pay post-death estate expenses, if there is no controversy about the expense itself, should just be reimbursed to the PR without any need to get approval. It’s basically the same as the Estate paying the expense
directly.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">If the PR is concerned about whether an expense is in fact a legitimate estate expense, then the PR could petition the court for approval of the expense. Generally I’d prefer to do that before the money is even spent, but I don’t see a
barrier to doing the same thing if the PR paid the expense first, and then want reimbursement. I would do that as a motion under the probate caption and give notice of hearing to interested parties, but I would not do a full blown TEDRA petition filed under
a separate case number etc.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The hardball method is for the PR to just reimburse themselves, then file Declaration of Completion and see if anyone objects and demands an accounting.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Sincerely,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Eric<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Eric C. Nelsen<o:p></o:p></p>
<p class="MsoNormal">Sayre Law Offices, PLLC<o:p></o:p></p>
<p class="MsoNormal">1417 31st Ave South<o:p></o:p></p>
<p class="MsoNormal">Seattle WA 98144-3909<o:p></o:p></p>
<p class="MsoNormal">206-625-0092<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:eric@sayrelawoffices.com"><span style="color:#0563C1">eric@sayrelawoffices.com</span></a><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b><span style="background:aqua;mso-highlight:aqua">Covid-19 Update -
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<p class="MsoNormal"><o:p> </o:p></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>Eden Rubenstein Toner<br>
<b>Sent:</b> Thursday, March 4, 2021 6:49 AM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Extending creditor claim period for PR claim?<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">No, expenses of the estate are not claims of a decedent’s creditors. Creditor’s claims are debts incurred by the decedent (in other words, prior to death).<o:p></o:p></span></p>
<p class="MsoNormal"><i><span style="font-size:12.0pt;font-family:"Californian FB",serif;color:#1F497D">Eden Rubenstein Toner<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Californian FB",serif;color:#1F497D">Attorney at Law<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Californian FB",serif;color:#1F497D">Mail only: 21301 Hwy 410 E, #140<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Californian FB",serif;color:#1F497D">Bonney Lake, WA 98391<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Californian FB",serif;color:#1F497D">Phone 206-953-4485<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Californian FB",serif;color:#1F497D"><a href="http://www.edenrtoner.com">www.edenrtoner.com</a><o:p></o:p></span></i></p>
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<p class="MsoNormal"><span style="color:#1F497D"><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">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Inge Fordham<br>
<b>Sent:</b> Wednesday, March 03, 2021 5:36 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> Re: [WSBAPT] Extending creditor claim period for PR claim?<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Colleagues,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The discussion below re: <a href="https://app.leg.wa.gov/RCW/default.aspx?cite=11.40.140">
RCW 11.40.140</a> pertains to claims against a decedent. I’ve heard mixed opinions about whether a personal representative with non-intervention powers must (or should) seek court approval for reimbursement of estate expenses. Must a PR go through the procedure
set forth in RCW 11.40.140 for reimbursement of estate expenses? <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thank you,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<b><span style="font-size:13.0pt;font-family:"Cambria",serif;color:#203864">Inge A. Fordham | Attorney</span></b><b><span style="font-size:13.0pt;font-family:"Cambria",serif;color:black"><o:p></o:p></span></b></p>
<p class="MsoNormal" style="margin-bottom:3.0pt"><span style="font-size:12.0pt;font-family:"Cambria",serif;color:black">Fordham Law, PLLC<o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:12.0pt;color:black">From: </span></b><span style="font-size:12.0pt;color:black"><<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> on behalf of Eric Nelsen <<a href="mailto:eric@sayrelawoffices.com">eric@sayrelawoffices.com</a>><br>
<b>Reply-To: </b>WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Date: </b>Monday, February 8, 2021 at 10:36 AM<br>
<b>To: </b>WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject: </b>Re: [WSBAPT] Extending creditor claim period for PR claim?<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">I agree with Heather—if this is a creditor claim by the PR, the PR must file it within the 4-month deadline. While technically a PR would be, via self-knowledge, a “reasonably ascertainable” creditor and so shouldn’t be barred unless the
PR mailed a copy of the Notice to Creditors to themselves, I can’t believe (or I don’t want to believe) that any court would apply the language of the statutes so literally as to benefit the PR and allow them to file their claim any old time within 2 years
because they didn’t “give notice” to themselves.<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Side note, that the requirement of using the TEDRA petition procedure for approval of the claim, per
<a href="https://app.leg.wa.gov/RCW/default.aspx?cite=11.40.140">RCW 11.40.140</a>, means a separate case has to be filed. This is nonsensical and counterproductive, but true because of the
<a href="http://lawfilesext.leg.wa.gov/biennium/2013-14/Pdf/Bills/Session%20Laws/Senate/5135-S.SL.pdf?cite=2013%20c%20246%20%C2%A7%202">
2013 amendment</a> to <a href="https://app.leg.wa.gov/RCW/default.aspx?cite=11.96A.090">
RCW 11.96A.090(2)</a>, which eliminated the option of filing a TEDRA petition under the existing probate caption, and now only allows filing as a separate case.<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Sincerely,<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Eric<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Eric C. Nelsen<o:p></o:p></p>
<p class="MsoNormal">Sayre Law Offices, PLLC<o:p></o:p></p>
<p class="MsoNormal">1417 31st Ave South<o:p></o:p></p>
<p class="MsoNormal">Seattle WA 98144-3909<o:p></o:p></p>
<p class="MsoNormal">206-625-0092<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:eric@sayrelawoffices.com"><span style="color:#0563C1">eric@sayrelawoffices.com</span></a><o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"><b><span style="background:aqua;mso-highlight:aqua">Covid-19 Update -
</span></b>All attorneys are working remotely during regular business hours and are available via email and by phone. Videoconferencing also is available. Signing of estate planning documents can be completed and will be handled on a case-by-case basis. Please
direct mail and deliveries to the Seattle office.<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">
wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Suzanne Lieberman<br>
<b>Sent:</b> Monday, February 8, 2021 9:09 AM<br>
<b>To:</b> <a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br>
<b>Subject:</b> [WSBAPT] Extending creditor claim period for PR claim?<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal">Good morning,<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal">Any way to extend the 4-month creditor claim period set to expire in a few days? Client PR just came forward with potential claims for reimbursement for her decedent mother's caregiving expenses prior to her death. I realize that we would
have to file a petition under TEDRA, but this would also give the other heirs the opportunity to object, and obviously further creditor claims to be presented, but I also just need to know if extending the creditor claim period is even possible, and if so,
if anyone has a template for such. <o:p></o:p></p>
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<p class="MsoNormal"><span style="color:#500050">Sincerely, </span><o:p></o:p></p>
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<p class="MsoNormal"><span style="color:#500050"> </span><o:p></o:p></p>
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<p class="MsoNormal"><span style="color:#500050">Suzanne Lieberman</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="color:#500050"><a href="http://cmslawfirm.com/" target="_blank"><span style="color:#1155CC">CMS Law Firm LLC</span></a></span><o:p></o:p></p>
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<p class="MsoNormal"><b><span style="color:#500050">811 Kirkland Ave. Suite 201 </span></b><span style="color:#500050">(please note new address!)</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="color:#500050">Kirkland, WA 98033</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="color:#500050">Legal stuff I have to put in... <i>To ensure compliance with Treasury Department and IRS regulations, we inform you that, unless expressly indicated otherwise, any federal tax advice contained in this communication
(including any attachments) is not intended or written by CMS Law Firm LLC to be used, and cannot be used by the taxpayer, for the purpose of: (i) avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code; or (ii) promoting, marketing,
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