<html><head><meta http-equiv="content-type" content="text/html; charset=utf-8"></head><body style="overflow-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">I wanted to send a belated thank you to those who responded to my previous email about whether or not to reject three creditor claims that were filed after the deadline had passed (all were from the same creditor).<div><br></div><div>In follow-up, I took the advice of rejecting the late-filed claims and sent the rejections along with a cover letter explaining that the claims were filed past the deadline.</div><div><br></div><div>The 30-days has now passed from mailing the rejection and no further action was taken by the creditor.</div><div><br></div><div>Thank you to all for giving me some needed perspective on this one!!<br><div>
<span><img alt="mail.gif" src="cid:C79E98F6-A4CF-4882-BFFF-2416315E6619@hsd1.wa.comcast.net"></span><div style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; font-variant-ligatures: normal; font-variant-position: normal; font-variant-numeric: normal; font-variant-alternates: normal; font-variant-east-asian: normal; line-height: normal; word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><div style="color: rgb(0, 0, 0); letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><div style="color: rgb(0, 0, 0); letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><div><font face="Lucida Calligraphy"><i>Amy<br class="Apple-interchange-newline"><br></i></font></div><div><font face="Lucida Calligraphy"><i>Amy J. Goertz, J.D.</i></font></div><div><font face="Lucida Calligraphy"><i>Goertz & Lambrecht PLLC</i></font></div><div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><a href="mailto:amyjgoertz@icloud.com">amyjgoertz@icloud.com</a> </div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><br></div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">1.888.926.2607 phone<br>1.877.684.1627 fax<br><br></div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">Address for correspondence:</div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">2829 S. Grand Blvd., Suite 303<br>Spokane, WA 99203 </div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><br></div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">Additional office locations:</div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">510 Bell Street<br>Edmonds, WA 98020</div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><br></div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">Goertz & Lambrecht PLLC</div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><a href="http://www.goertzlambrecht.com/">www.goertzlambrecht.com</a></div></div><div><br></div><div><br></div></div><br class="Apple-interchange-newline"></div><br class="Apple-interchange-newline"></div><br class="Apple-interchange-newline" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; font-variant-ligatures: normal; font-variant-position: normal; font-variant-numeric: normal; font-variant-alternates: normal; font-variant-east-asian: normal; line-height: normal;"><br class="Apple-interchange-newline" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none;">
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<div><br><blockquote type="cite"><div>On Dec 28, 2022, at 4:21 PM, Claudia A Gowan <claudia@cagowanlaw.com> wrote:</div><br class="Apple-interchange-newline"><div><meta charset="UTF-8"><div class="WordSection1" style="page: WordSection1; caret-color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;"><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="color: rgb(31, 56, 100);">As we Finns say: oofta! Yours is the nightmare scenario, Bruce.<o:p></o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="color: rgb(31, 56, 100);"><o:p> </o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="color: rgb(31, 56, 100);">I should also amend my statement below because it is actually the inverse of what<span class="Apple-converted-space"> </span><u>is</u><span class="Apple-converted-space"> </span>required under 080.<span class="Apple-converted-space"> </span></span>(1) The personal representative shall allow or reject all claims presented in the manner provided in RCW<a href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.40.070" style="color: blue; text-decoration: underline;">11.40.070</a>. The personal representative may allow or reject a claim in whole or in part.<span style="color: rgb(31, 56, 100);"><o:p></o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="color: rgb(31, 56, 100);"><o:p> </o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="color: rgb(31, 56, 100);">So, it’s extrapolating to say that if the claims haven’t been presented in accordance with .070, there is no duty to allow or reject an invalid claim. Fortunately, I have not had occasion to look into case law on the matter.<o:p></o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="color: rgb(31, 56, 100);"><o:p> </o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="color: rgb(31, 56, 100);">In the end, it is always talking with the client, factual analysis, risk assessment, cost assessment, etc., as eloquently pointed out by Eric and Bruce below.<o:p></o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="color: rgb(31, 56, 100);"><o:p> </o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="color: rgb(31, 56, 100);">Best, Claudia<o:p></o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="color: rgb(31, 56, 100);"><o:p> </o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><b><i><span style="font-size: 12pt; font-family: ParkAvenue; color: rgb(31, 56, 100);">Claudia A. Gowan<o:p></o:p></span></i></b></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><b><i><span style="color: rgb(31, 56, 100);"><o:p> </o:p></span></i></b></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif; line-height: 9pt;"><b><span style="color: rgb(31, 73, 125);">Claudia A. Gowan, PLLC<o:p></o:p></span></b></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><b><span style="color: rgb(31, 73, 125);">2212 Queen Anne Avenue No., # 338 (Mailing only)<o:p></o:p></span></b></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><b><span style="color: rgb(31, 73, 125);">Seattle, WA 98109<o:p></o:p></span></b></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><b><span style="color: rgb(31, 73, 125);">(206) 443-2733 (T)<o:p></o:p></span></b></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><b><span style="color: rgb(31, 78, 121);"><a href="mailto:claudia@cagowanlaw.com" style="color: blue; text-decoration: underline;"><span style="color: rgb(31, 78, 121);">claudia@cagowanlaw.com</span></a> <o:p></o:p></span></b></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="color: rgb(31, 56, 100);"><o:p> </o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><b><u><span style="color: rgb(31, 78, 121);"><a href="http://www.seattletrustsandestates.com/" style="color: blue; text-decoration: underline;"><span style="color: rgb(5, 99, 193);">www.seattletrustsandestates.com</span></a></span></u></b><span style="color: rgb(31, 56, 100);"><o:p></o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><b><span style="color: rgb(31, 78, 121);"><o:p> </o:p></span></b></div></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><o:p> </o:p></div><div><div style="border-style: solid none none; border-top-width: 1pt; border-top-color: rgb(225, 225, 225); padding: 3pt 0in 0in;"><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><b>From:</b><span class="Apple-converted-space"> </span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com" style="color: blue; text-decoration: underline;">wsbapt-bounces@lists.wsbarppt.com</a><span class="Apple-converted-space"> </span><<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" style="color: blue; text-decoration: underline;">wsbapt-bounces@lists.wsbarppt.com</a>><span class="Apple-converted-space"> </span><b>On Behalf Of<span class="Apple-converted-space"> </span></b>Bruce Moen<br><b>Sent:</b><span class="Apple-converted-space"> </span>Wednesday, December 28, 2022 3:36 PM<br><b>To:</b><span class="Apple-converted-space"> </span>WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" style="color: blue; text-decoration: underline;">wsbapt@lists.wsbarppt.com</a>><br><b>Subject:</b><span class="Apple-converted-space"> </span>Re: [WSBAPT] Unfiled Creditor Claim?<o:p></o:p></div></div></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><o:p> </o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;">I agree with both Claudia and Eric, but I lean more towards Eric. It depends upon the size of the claim, the back story and the risk of litigation.<o:p></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><o:p> </o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;">The creditor with no rejection can bring an action for administrative malpractice against the PR. The PR will then implead your office under Trask v Butler. You’re conflicted out and have to tender to your carrier. No fun and no income from the adventure because no more client.<o:p></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><o:p> </o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;">That’s why I say risk assessment and discuss with client.<o:p></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><o:p> </o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"> Bruce Moen<o:p></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><o:p> </o:p></div><div><div style="border-style: solid none none; border-top-width: 1pt; border-top-color: rgb(225, 225, 225); padding: 3pt 0in 0in;"><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><b>From:</b><span class="Apple-converted-space"> </span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com" style="color: blue; text-decoration: underline;">wsbapt-bounces@lists.wsbarppt.com</a><span class="Apple-converted-space"> </span><<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" style="color: blue; text-decoration: underline;">wsbapt-bounces@lists.wsbarppt.com</a>><span class="Apple-converted-space"> </span><b>On Behalf Of<span class="Apple-converted-space"> </span></b>Claudia A Gowan<br><b>Sent:</b><span class="Apple-converted-space"> </span>Wednesday, December 28, 2022 3:02 PM<br><b>To:</b><span class="Apple-converted-space"> </span>WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" style="color: blue; text-decoration: underline;">wsbapt@lists.wsbarppt.com</a>><br><b>Subject:</b><span class="Apple-converted-space"> </span>Re: [WSBAPT] Unfiled Creditor Claim?<o:p></o:p></div></div></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><o:p> </o:p></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="color: rgb(31, 56, 100);">Hi, I understand what Eric is saying and I have had that debate in my mind many a time. Where I come down is that I don’t like to send a formal rejection because a PR has no duty to accept or reject an invalid claim. I have decided that sending a rejection could be interpreted as acknowledging a claim. And, it also concerns me that a rejection might be interpreted as giving them the opportunity to file suit.<o:p></o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="color: rgb(31, 56, 100);"><o:p> </o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="color: rgb(31, 56, 100);">Instead, I send a letter as a “courtesy”, opening the letter similar to what I just did for an estate a couple of weeks ago:<o:p></o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="color: rgb(31, 56, 100);"><o:p> </o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="color: rgb(31, 56, 100);">Please be advised that I represent the Personal Representative for the estate of<span class="Apple-converted-space"> </span><u> <span class="Apple-converted-space"> </span></u>. Mr.<span class="Apple-converted-space"> </span><u> <span class="Apple-converted-space"> </span></u> died<span class="Apple-converted-space"> </span><u> <span class="Apple-converted-space"> </span></u>, 2022. I am writing as a courtesy because I am in receipt of a copy of a creditor claim dated<span class="Apple-converted-space"> </span><u> <span class="Apple-converted-space"> </span></u>. I write as a courtesy simply because a personal representative has no duty to accept or reject an invalid claim.<o:p></o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="color: rgb(31, 56, 100);"><o:p> </o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="color: rgb(31, 56, 100);">Then, I basically lay out the facts and law as to why it is invalid and tell them that any claim would be barred.<o:p></o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="color: rgb(31, 56, 100);"><o:p> </o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="color: rgb(31, 56, 100);">PS I also ask them to close the file and to not forward the matter for collection.<o:p></o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="color: rgb(31, 56, 100);"><o:p> </o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="color: rgb(31, 56, 100);">If they want to pursue it, I figure they can always call me.<o:p></o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="color: rgb(31, 56, 100);"><o:p> </o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="color: rgb(31, 56, 100);">HNY to all, Claudia<o:p></o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="color: rgb(31, 56, 100);"><o:p> </o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><b><i><span style="font-size: 12pt; font-family: ParkAvenue; color: rgb(31, 56, 100);">Claudia A. Gowan<o:p></o:p></span></i></b></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><b><i><span style="color: rgb(31, 56, 100);"><o:p> </o:p></span></i></b></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif; line-height: 9pt;"><b><span style="color: rgb(31, 73, 125);">Claudia A. Gowan, PLLC<o:p></o:p></span></b></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><b><span style="color: rgb(31, 73, 125);">2212 Queen Anne Avenue No., # 338 (Mailing only)<o:p></o:p></span></b></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><b><span style="color: rgb(31, 73, 125);">Seattle, WA 98109<o:p></o:p></span></b></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><b><span style="color: rgb(31, 73, 125);">(206) 443-2733 (T)<o:p></o:p></span></b></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><b><span style="color: rgb(31, 78, 121);"><a href="mailto:claudia@cagowanlaw.com" style="color: blue; text-decoration: underline;"><span style="color: rgb(31, 78, 121);">claudia@cagowanlaw.com</span></a> <o:p></o:p></span></b></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="color: rgb(31, 56, 100);"><o:p> </o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><b><u><span style="color: rgb(31, 78, 121);"><a href="http://www.seattletrustsandestates.com/" style="color: blue; text-decoration: underline;"><span style="color: rgb(5, 99, 193);">www.seattletrustsandestates.com</span></a></span></u></b><span style="color: rgb(31, 56, 100);"><o:p></o:p></span></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><b><span style="color: rgb(31, 78, 121);"><o:p> </o:p></span></b></div></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><o:p> </o:p></div><div><div style="border-style: solid none none; border-top-width: 1pt; border-top-color: rgb(225, 225, 225); padding: 3pt 0in 0in;"><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><b>From:</b><span class="Apple-converted-space"> </span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com" style="color: blue; text-decoration: underline;">wsbapt-bounces@lists.wsbarppt.com</a><span class="Apple-converted-space"> </span><<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" style="color: blue; text-decoration: underline;">wsbapt-bounces@lists.wsbarppt.com</a>><span class="Apple-converted-space"> </span><b>On Behalf Of<span class="Apple-converted-space"> </span></b>Eric Nelsen<br><b>Sent:</b><span class="Apple-converted-space"> </span>Wednesday, December 28, 2022 2:44 PM<br><b>To:</b><span class="Apple-converted-space"> </span>WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" style="color: blue; text-decoration: underline;">wsbapt@lists.wsbarppt.com</a>><br><b>Subject:</b><span class="Apple-converted-space"> </span>Re: [WSBAPT] Unfiled Creditor Claim?<o:p></o:p></div></div></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><o:p> </o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;">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></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><o:p> </o:p></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;">Sincerely,<o:p></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><o:p> </o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;">Eric<o:p></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><o:p> </o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;">Eric C. Nelsen<o:p></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;">Sayre Law Offices, PLLC<o:p></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;">1417 31st Ave South<o:p></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;">Seattle WA 98144-3909<o:p></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;">206-625-0092<o:p></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><a href="mailto:eric@sayrelawoffices.com" style="color: blue; text-decoration: underline;"><span style="color: rgb(5, 99, 193);">eric@sayrelawoffices.com</span></a><o:p></o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><o:p> </o:p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><b><span style="background-color: aqua;">Covid-19 Update -<span class="Apple-converted-space"> </span></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></div></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><o:p> </o:p></div><div><div style="border-style: solid none none; border-top-width: 1pt; border-top-color: rgb(225, 225, 225); padding: 3pt 0in 0in;"><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><b>From:</b><span class="Apple-converted-space"> </span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com" style="color: blue; text-decoration: underline;">wsbapt-bounces@lists.wsbarppt.com</a><span class="Apple-converted-space"> </span><<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" style="color: blue; text-decoration: underline;">wsbapt-bounces@lists.wsbarppt.com</a>><span class="Apple-converted-space"> </span><b>On Behalf Of<span class="Apple-converted-space"> </span></b>Amy Goertz<br><b>Sent:</b><span class="Apple-converted-space"> </span>Wednesday, December 28, 2022 2:23 PM<br><b>To:</b><span class="Apple-converted-space"> </span>WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" style="color: blue; text-decoration: underline;">wsbapt@lists.wsbarppt.com</a>><br><b>Subject:</b><span class="Apple-converted-space"> </span>[WSBAPT] Unfiled Creditor Claim?<o:p></o:p></div></div></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><o:p> </o:p></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 13.5pt;">Good afternoon - </span><o:p></o:p></div></div><div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><o:p> </o:p></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span class="apple-tab-span"><span style="font-size: 13.5pt;"> <span class="Apple-converted-space"> </span></span></span><span style="font-size: 13.5pt;">I have an interesting scenario regarding BECU creditor claims:</span><o:p></o:p></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><o:p> </o:p></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span class="apple-tab-span"><span style="font-size: 13.5pt;"> <span class="Apple-converted-space"> </span></span></span><span style="font-size: 13.5pt;">07.01.22 <span class="apple-tab-span"> <span class="Apple-converted-space"> </span></span></span><span style="font-size: 18pt;">Notice to Creditors published. </span><o:p></o:p></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span class="apple-tab-span"><span style="font-size: 18pt;"> <span class="Apple-converted-space"> </span></span></span><span style="font-size: 18pt;">11.02.22<span class="apple-tab-span"> <span class="Apple-converted-space"> </span></span>Notice to Creditors mailed to BECU. Declaration of Mailing filed.</span><o:p></o:p></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span class="apple-tab-span"><span style="font-size: 18pt;"> <span class="Apple-converted-space"> </span></span></span><span style="font-size: 18pt;">12.02.22 Time for filing claim expired. </span><o:p></o:p></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span class="apple-tab-span"><span style="font-size: 18pt;"> <span class="Apple-converted-space"> </span></span></span><span style="font-size: 18pt;">12.12.22 <span class="apple-tab-span"><span class="Apple-converted-space"> </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></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span class="apple-tab-span"><span style="font-size: 18pt;"> <span class="Apple-converted-space"> </span></span></span><span style="font-size: 18pt;">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></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span class="apple-tab-span"><span style="font-size: 18pt;"> <span class="Apple-converted-space"> </span></span></span><span style="font-size: 18pt;">12.28.22 No claims in Court file (I checked Washington Digital Archives and called the Court clerk). </span><o:p></o:p></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><o:p> </o:p></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><o:p> </o:p></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span class="apple-tab-span"><span style="font-size: 18pt;"> <span class="Apple-converted-space"> </span></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></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><o:p> </o:p></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span class="apple-tab-span"><span style="font-size: 13.5pt;"> <span class="Apple-converted-space"> </span></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></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><o:p> </o:p></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span class="apple-tab-span"><span style="font-size: 13.5pt;"> <span class="Apple-converted-space"> </span></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></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><o:p> </o:p></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 13.5pt;">Thanks in advance -</span><o:p></o:p></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><o:p> </o:p></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span id="cid:image001.gif@01D91AD8.73869C00"><image001.gif></span><o:p></o:p></div></div><div><div><div><div><div><div><p class="MsoNormal" style="margin: 0in 0in 12pt; font-size: 11pt; font-family: Calibri, sans-serif;"><i><span style="font-size: 9pt; font-family: "Lucida Calligraphy";">Amy</span></i><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><o:p></o:p></span></p></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><o:p> </o:p></span></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><i><span style="font-size: 9pt; font-family: "Lucida Calligraphy";">Amy J. Goertz, J.D.</span></i><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><o:p></o:p></span></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><i><span style="font-size: 9pt; font-family: "Lucida Calligraphy";">Goertz & Lambrecht PLLC</span></i><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><o:p></o:p></span></div></div><div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><a href="mailto:amyjgoertz@icloud.com" style="color: blue; text-decoration: underline;">amyjgoertz@icloud.com</a> <o:p></o:p></span></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><o:p> </o:p></span></div></div><div><p class="MsoNormal" style="margin: 0in 0in 12pt; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;">1.888.926.2607 phone<br>1.877.684.1627 fax<o:p></o:p></span></p></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;">Address for correspondence:<o:p></o:p></span></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;">2829 S. Grand Blvd., Suite 303<br>Spokane, WA 99203 <o:p></o:p></span></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><o:p> </o:p></span></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;">Additional office locations:<o:p></o:p></span></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;">510 Bell Street<br>Edmonds, WA 98020<o:p></o:p></span></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><o:p> </o:p></span></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;">Goertz & Lambrecht PLLC<o:p></o:p></span></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><a href="http://www.goertzlambrecht.com/" style="color: blue; text-decoration: underline;">www.goertzlambrecht.com</a><o:p></o:p></span></div></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><o:p> </o:p></span></div></div><div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><o:p> </o:p></span></div></div></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><o:p> </o:p></span></div></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><o:p> </o:p></span></div></div><p class="MsoNormal" style="margin: 0in 0in 12pt; font-size: 11pt; font-family: Calibri, sans-serif;"><o:p> </o:p></p></div><div style="margin: 0in; font-size: 11pt; font-family: Calibri, sans-serif;"><o:p> </o:p></div></div></div></div><span style="caret-color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; float: none; display: inline !important;">***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***</span><br style="caret-color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; 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text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; float: none; display: inline !important;">WSBAPT mailing list</span><br style="caret-color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;"><span style="caret-color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none; float: none; display: inline !important;">WSBAPT@lists.wsbarppt.com</span><br style="caret-color: rgb(0, 0, 0); font-family: Helvetica; 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