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<p class="MsoNormal"><span style="font-size:11.0pt">Wait ‘til you try to get his SSN for the estate’s income tax return!
</span><span style="font-size:11.0pt;font-family:"Segoe UI Emoji",sans-serif">😊</span><span style="font-size:11.0pt"> I’ve recently had two estates (one trust admin and one probate) in which beneficiaries have initially refused to give their SSN to allow the
1041 to be filed. I had to threaten to file a TEDRA for a court order and a request for attorney’s fees out of the beneficiary’s share.
<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"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Inge Fordham<br>
<b>Sent:</b> Tuesday, December 2, 2025 1:26 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Heir Refusing to Provide Address<o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:8.5pt;color:red">REPLY-TO MISMATCH</span></b><span style="font-size:8.5pt;color:red"><br>
Replying to this message sends to a different address than the one it's from. <o:p>
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<p class="MsoNormal">I’ve done that. <span style="font-family:"Segoe UI Emoji",sans-serif">😊</span> I also detailed the list of hoops the estate will have to jump through if he does not cooperate (and the related expenses, which will only deplete the net
estate to be distributed to the heirs). Some people are just not reasonable. <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="color:black">After reviewing multiple responses, I’m going to see if he will agree to service via email. Fingers crossed….<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"><span style="color:black">Thanks to all who responded!<o:p></o:p></span></p>
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<b><span style="font-size:13.0pt;font-family:"Cambria",serif;color:#203864">Inge A. Fordham | Attorney</span></b><span style="font-size:11.0pt;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="color:black">From:
</span></b><span style="color:black"><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>> on behalf of Mark Anderson <<a href="mailto:marka@mbaesq.com">marka@mbaesq.com</a>><br>
<b>Date: </b>Tuesday, December 2, 2025 at 1:23</span><span style="font-family:"Arial",sans-serif;color:black"> </span><span style="color:black">PM<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] Heir Refusing to Provide Address<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060">I would tell the grandson that, if he does not provide an address, you cannot send him "his money."</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060"> </span><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060">Mark B. Anderson<br>
</span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#002060">ANDERSON LAW FIRM PLLC<br>
821 Dock Street, Suite 209, PMB 4-12<br>
Tacoma, Washington 98402<br>
+1 253-327-1750<br>
+1 253-327-1751 (fax)<br>
<u><a href="mailto:marka@mbaesq.com"><span style="color:#002060">marka@mbaesq.com</span></a></u><br>
<u><a href="http://www.mbaesq.com/"><span style="color:#002060">www.mbaesq.com</span></a></u></span><o:p></o:p></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">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>Inge Fordham<br>
<b>Sent:</b> Tuesday, December 2, 2025 11:43 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> [WSBAPT] Heir Refusing to Provide Address</span><o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"><span style="color:black">Colleagues,</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black">I have an heir to an intestate estate (grandson of the decent) who “wants his money” but will not provide his address for notice purposes because he “doesn’t trust some of his family.” As far as I can tell, there’s
no logical reason for refusing to provide his address. It appears to be pure paranoia. He will only communicate with his uncle (who is petitioning to be appointed as administrator of grandma's estate) using a “TextNow” telephone number. (I had to Google
that - maybe I’m out of touch or just getting old!). If any of you have run into this situation, I’d love to hear how you handled it.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black">Thanks,</span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="color:black"> </span><o:p></o:p></p>
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<p class="msonormaltable0" style="margin-bottom:3.0pt"><b><span style="font-size:13.0pt;font-family:"Cambria",serif;color:#203864">Inge A. Fordham | Attorney</span></b><o:p></o:p></p>
<p class="msonormaltable0" style="margin-bottom:3.0pt"><span style="font-family:"Cambria",serif;color:black">Fordham Law, PLLC</span><o:p></o:p></p>
<p class="msonormaltable0" style="margin-bottom:3.0pt"><span style="font-family:"Cambria",serif;color:black">3218 Sixth Avenue | Tacoma, WA 98406</span><o:p></o:p></p>
<p class="msonormaltable0" style="margin-bottom:3.0pt"><span style="font-family:"Cambria",serif;color:black">Office: (253) 348-2657 | Fax: (253) 276-0280</span><o:p></o:p></p>
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