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<p class="MsoNormal">Amy—I think your plan is a valid option but I discuss with the client the pros and cons of sending a Rejection anyway. I think the Rejection is helpful and protects the client PR: (a) it clearly gives due process to the creditor so they
can’t use that as a colorable “breach of fiduciary duty” claim to try to bootstrap their claim back into existence and get personal liability of the PR; and (b) even if they do file a lawsuit, your first line of defense is a Motion to Dismiss or Motion for
SJ on the easy grounds that the claims were (1) only served and not filed as required, and (2) even as served were untimely and were validly rejected.<o:p></o:p></p>
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<p class="MsoNormal">Sincerely,<o:p></o:p></p>
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<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>
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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>Amy Goertz<br>
<b>Sent:</b> Wednesday, December 28, 2022 2:23 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Unfiled Creditor Claim?<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:13.5pt">Good afternoon - </span><o:p></o:p></p>
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<p class="MsoNormal"><span class="apple-tab-span"><span style="font-size:13.5pt">
</span></span><span style="font-size:13.5pt">I have an interesting scenario regarding BECU creditor claims:</span><o:p></o:p></p>
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<p class="MsoNormal"><span class="apple-tab-span"><span style="font-size:13.5pt">
</span></span><span style="font-size:13.5pt">07.01.22 <span class="apple-tab-span">
</span></span><span style="font-size:18.0pt">Notice to Creditors published. </span><o:p></o:p></p>
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<p class="MsoNormal"><span class="apple-tab-span"><span style="font-size:18.0pt">
</span></span><span style="font-size:18.0pt">11.02.22<span class="apple-tab-span">
</span>Notice to Creditors mailed to BECU. Declaration of Mailing filed.</span><o:p></o:p></p>
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<p class="MsoNormal"><span class="apple-tab-span"><span style="font-size:18.0pt">
</span></span><span style="font-size:18.0pt">12.02.22 Time for filing claim expired. </span><o:p></o:p></p>
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<p class="MsoNormal"><span class="apple-tab-span"><span style="font-size:18.0pt">
</span></span><span style="font-size:18.0pt">12.12.22 <span class="apple-tab-span">
</span>Spoke to BECU by phone. Rep says they never received the Notice. I said claim period is expired.</span><o:p></o:p></p>
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<p class="MsoNormal"><span class="apple-tab-span"><span style="font-size:18.0pt">
</span></span><span style="font-size:18.0pt">12.15.22 BECU mails three Creditor Claims ($1200; $4800; and $11,000.00) to me with letter saying they are filing the claims. </span><o:p></o:p></p>
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<p class="MsoNormal"><span class="apple-tab-span"><span style="font-size:18.0pt">
</span></span><span style="font-size:18.0pt">12.28.22 No claims in Court file (I checked Washington Digital Archives and called the Court clerk). </span><o:p></o:p></p>
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<p class="MsoNormal"><span class="apple-tab-span"><span style="font-size:18.0pt">
</span></span><span style="font-size:13.5pt">My inclination is to disregard the claims since they are not valid because they are not timely nor properly presented. I don’t think I should officially “reject" the claims and I don’t believe their position that
they did not receive the Notice to Creditors gives them additional time. </span><o:p></o:p></p>
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<p class="MsoNormal"><span class="apple-tab-span"><span style="font-size:13.5pt">
</span></span><span style="font-size:13.5pt">Since there are no filed claims, my next step is to file a Declaration of Completion. </span><o:p></o:p></p>
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<p class="MsoNormal"><span class="apple-tab-span"><span style="font-size:13.5pt">
</span></span><span style="font-size:13.5pt">Any other thoughts on how best to shut the door on these claims?</span><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-size:13.5pt">Thanks in advance -</span><o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><i><span style="font-size:9.0pt;font-family:"Lucida Calligraphy";color:black">Amy</span></i><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Lucida Calligraphy";color:black">Amy J. Goertz, J.D.</span></i><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Lucida Calligraphy";color:black">Goertz & Lambrecht PLLC</span></i><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><a href="mailto:amyjgoertz@icloud.com">amyjgoertz@icloud.com</a> <o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">1.888.926.2607 phone<br>
1.877.684.1627 fax<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">Address for correspondence:<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">2829 S. Grand Blvd., Suite 303<br>
Spokane, WA 99203 <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">Additional office locations:<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">510 Bell Street<br>
Edmonds, WA 98020<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">Goertz & Lambrecht PLLC<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><a href="http://www.goertzlambrecht.com/">www.goertzlambrecht.com</a><o:p></o:p></span></p>
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