[WSBARP] Surviving Spouse Requesting Health Plan Refund

Mario Ledesma, Attorney ledesmalawoffice at aol.com
Mon Jan 30 18:40:13 PST 2023


Dear Listmates,

Wife just died, surviving spouse requested refund from his wife's health care plan he prepaid for a year.  Health care company tells him he must show proof that he is the executor of his wife's estate before they will refund him. He says he has his wife's original Will appointing him Personal Representative and her death certificate. I don't know if they have a community property agreement or if its recorded.  I can't believe he needs to file a petition to probate his wife's Will just to get a refund of his prepaid health insurance policy.    

If you have any questions please do not hesitate to contact me.
Regards,Mario Ledesma
LEDESMA LAW OFFICES PLLCLicensed in Washington and OregonP. O. Box 1305 Richland, Washington 99352Tel: 509.946.1248Ledesmalawoffice at aol.com
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