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<p class="MsoNormal"><span style="font-size:11.0pt">Pierce County runs a JIS/JABS report for all proposed administrators and personal representatives. This is true even where the proposed administrator is a professional fiduciary. I do not include the petitioner’s
DOB in my petition. I provide it verbally (if presenting the petition in person) or file a separate document titled “Confidential Date of Birth of Petitioner,” which will have limited access on LINX (much like a death certificate).<o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:3.0pt"><b><span style="font-size:13.0pt;font-family:"Cambria",serif;color:#203864">Inge A. Fordham | Attorney</span></b><span style="font-size:12.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><b><span style="font-size:12.0pt;color:black">From:
</span></b><span style="font-size:12.0pt;color:black">wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Sarah McCarthy <sarah@kawlawyers.com><br>
<b>Date: </b>Wednesday, October 8, 2025 at 10:50</span><span style="font-size:12.0pt;font-family:"Arial",sans-serif;color:black"> </span><span style="font-size:12.0pt;color:black">AM<br>
<b>To: </b>WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject: </b>Re: [WSBAPT] Pierce County probate questions<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:18.0pt;font-family:"Trebuchet MS",sans-serif">Wow! There are courts that run background checks??? That makes total sense, but I've never heard of that. Not the practice in Island...<o:p></o:p></span></p>
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<p style="margin:0in"><b><span style="font-family:"Trebuchet MS",sans-serif;color:black">Sarah O’Farrell McCarthy</span></b><o:p></o:p></p>
<p style="margin:0in"><b><span style="font-family:"Trebuchet MS",sans-serif;color:black">(Pronouns: she / her)<br>
</span></b><span style="font-family:"Trebuchet MS",sans-serif">Attorney*, Partner |
<span style="color:black">Kelly, Arndt & Walker, Attorneys at Law, PLLP</span><span style="color:#1F497D"><br>
</span><span style="color:black">P.O. Box 290 | 6443 Harding Avenue | Clinton, WA 98236</span></span><o:p></o:p></p>
<p style="margin:0in"><span style="font-family:"Trebuchet MS",sans-serif;color:black">(Located on Whidbey Island, Island County, Washington)</span><o:p></o:p></p>
<p style="margin:0in"><span style="font-family:"Trebuchet MS",sans-serif;color:black">* Licensed to practice in Washington (active) and California (inactive)<br>
Phone: (360) 341-1515 | Fax: (360) 341-3272<br>
</span><span style="font-family:"Trebuchet MS",sans-serif;color:#222222">sarah@kawlawyers.com</span><span style="font-family:"Trebuchet MS",sans-serif;color:#1F497D"> </span><span style="font-family:"Trebuchet MS",sans-serif;color:black">|
<a href="http://www.kawlawyers.com" target="_blank">www.kawlawyers.com</a></span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">On Wed, Oct 8, 2025 at 10:46</span><span style="font-size:12.0pt;font-family:"Arial",sans-serif"> </span><span style="font-size:12.0pt">AM
<a href="mailto:deborah@neillaw.com">deborah@neillaw.com</a> <<a href="mailto:deborah@neillaw.com">deborah@neillaw.com</a>> wrote:<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">Sara,<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">How would your court run a background check without the proposed administrator’s birthdate? <o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">Deborah Jameson</span></b><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">| Attorney | Neil & Neil, P.S.</span><span style="font-family:"Calibri",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:"Verdana",sans-serif;color:black">5302 Pacific Avenue,Tacoma,WA 98408 | <a href="mailto:deborah@neillaw.com" target="_blank"><span style="color:#0563C1">deborah@neillaw.com</span></a><br>
(253)475-8600 | f:(253)473-5746</span><span style="font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">On Oct 8, 2025, at 9:42</span><span style="font-size:12.0pt;font-family:"Arial",sans-serif"> </span><span style="font-size:12.0pt">AM, Sara Longley <<a href="mailto:slongley@pnwtaxlaw.com" target="_blank">slongley@pnwtaxlaw.com</a>>
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<p class="MsoNormal"><span style="font-size:12.0pt">A note of sincere thanks to the folks who reached out to me yesterday, and a helpful hint for any other first-time Pierce County probate filers out there:<o:p></o:p></span></p>
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<p class="MsoNormal"><i><span style="font-size:12.0pt">Pierce County requires that the Petition for Probate include the date of birth of the person seeking appointment as Personal Representative. If you do not include it, your petition will be rejected.</span></i><span style="font-size:12.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">This rule appears nowhere in the local rules, court website, or anywhere else that I could find. You just have to know. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">Best,<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">Sara<o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span style="font-size:11.0pt;font-family:"Segoe UI",sans-serif;color:#3B3838">Sara D. Longley, Attorney</span><span style="font-size:12.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:11.0pt;font-family:"Segoe UI",sans-serif;color:#3B3838">(Main) 360.378.4450 ext. 107</span><span style="font-size:12.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:11.0pt;font-family:"Segoe UI",sans-serif;color:#3B3838">(Direct) 360.468.7230</span><span style="font-size:12.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><u><span style="font-size:11.0pt;font-family:"Segoe UI",sans-serif;color:#0563C1"><a href="mailto:Slongley@pnwtaxlaw.com" target="_blank"><span style="color:#0563C1">Slongley@pnwtaxlaw.com</span></a></span></u><span style="font-size:12.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><u><span style="font-size:11.0pt;font-family:"Segoe UI",sans-serif;color:#0563C1"><a href="http://www.pnwtaxlaw.com/" target="_blank"><span style="color:#0563C1">www.pnwtaxlaw.com</span></a></span></u><span style="font-size:12.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a><<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>
on behalf of Sara Longley <<a href="mailto:slongley@pnwtaxlaw.com" target="_blank">slongley@pnwtaxlaw.com</a>><br>
<b>Sent:</b> Tuesday, October 7, 2025 11:13 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Pierce County probate questions</span><span style="font-size:12.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">Hello lovely listmates,<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">I have a client seeking to be appointed Successor PR in an ongoing probate in Pierce County — this is my first time in many years practicing in Pierce, though I do have a LINX account. (I've been practicing
in King for over 15 years.)<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">I filed what I thought was a completely adequate Petition, Oath, and supporting declarations from all the other beneficiaries, but this morning I received a denial.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">If there is someone who regularly practices there who could spare a few minutes to answer my newbie questions I would be incredibly grateful.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">Thanks in advance,<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">Sara<o:p></o:p></span></p>
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<p class="MsoNormal" style="background:white"><span style="font-size:11.0pt;font-family:"Segoe UI",sans-serif;color:#3B3838">Sara D. Longley, Attorney</span><span style="font-size:12.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></p>
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