Evidencing Your Reasonable Review
- By Declaration
RCW 11.40.040(3) provides an optional way by which you may evidence your “reasonable review” for Decedent’s creditors. To evidence your “reasonable review,” complete, sign, and file with the Court a:
Declaration re Reasonable Review to Ascertain Decedent’s Creditors
Timing: Soon after 4 months after first publication of your Probate Notice to Creditors (ie, promptly after the expiration of the four month statutory period).
- By Court Order
RCW 11.40.040(3) also provides a formal, involved, and expensive process by which you may not only evidence your “reasonable review” for Decedent’s creditors but also obtain a Court Order declaring that:
- You have made the review, and
- Any creditor not known to you is not “reasonably ascertainable.”
By obtaining the Order, you effectively bar any further creditor (ie, one that has not already lawfully presented a Creditor’s Claim) from entitlement to estate assets. Practically speaking, this procedure is seldom used, although it might be advantageous in circumstances of heightened risk due to unknown creditors (eg, Decedent had a history of gambling or business debts, was a likely “deep pocket” Defendant in a negligence action, etc.; Decedent’s records somehow contain evidence of the obligations, and you missed it in your review).
To obtain the Order:
- Complete a Petition for Order re Reasonable Review to Ascertain Decedent’s Creditors
Timing: Soon after 4 months after first publication of your Probate Notice to Creditors (ie, promptly after the expiration of the four month statutory period).
- Determine when probate petitions are heard at your Courthouse.
- Select a suitable date and time for the hearing on your Petition, making sure that your proposed hearing date is substantially more than 20 (+3) days into the future.
- Complete a Notice of Hearing on Petition for Order re Reasonable Review, to Ascertain Decedent’s Creditors — For Publication form.
- Publish a copy of your Notice of Hearing … for Publication in the county where the estate is being administered and, if different, where Decedent resided at death.
Timing: At least 20 days before the hearing.
- Complete a Notice of Hearing on Petition for Order re Reasonable Review, to Ascertain Decedent’s Creditors & Declaration of Mailing form.
- Mail a copy of the Notice of Hearing & Declaration of Mailing to each person entitled to notice:
- Decedent’s heirs,
- Decedent’s beneficiaries,
- Anyone from whom you have received a Request for Special Notice under RCW 11.28.240, and
- All the creditors of Decedent listed in your Petition for Order.
Timing: At least 20 days (+3 more days for giving notice by mail; total = 23 days) before the hearing.
- At Court, file and obtain a conformed copy of your:
- Petition,
- Notice of Hearing … for Publication, and
- Notice of Hearing & Declaration of Mailing.
Timing: At least 20 days before the hearing.
- At least in King County: File Working Copies including a proposed Order with the Probate Department at least 7 days before the hearing.
- Complete an Order re Reasonable Review to Ascertain Decedent’s Creditors form.
- Before the hearing, make sure that either:
- Either:
- The newspaper in which you published your Probate Notice to Creditors has filed with the Court its Proof of Publication, or
- You have received from that newspaper its Proof of Publication, so that you can file it with the Court; and
- Either:
- The newspaper in which you published your Notice of Hearing … for Publication has filed with the Court its Proof of Publication, or
- You have received from that newspaper its Proof of Publication, so that you can file it with the Court.
- Either:
- Attend the hearing on your Petition. Assuming no one objects to your Petition, the Judge will likely ask you for a proposed Order. Hand it to the Judge (or to the clerk for the Judge) for his/her review and signature and return to you. It would be better practice for you to return the file and the signed Order to the Clerk’s Office and obtain a copy of the signed Order for your records.