[WSBAPT] Decedent's Account Name Does Not Match Pleadings
Mark Vohr
mcv at ohanafc.com
Wed Oct 12 12:28:39 PDT 2016
David:
We had a similar problem. We solved it by getting a court order stating the two persons were the same person. i.e. formerly known as…..
As simple declaration from someone with personal knowledge should take care of it.
Mark
Ohana Fiduciary Corp.
Ohana Financial Services
Mark C. Vohr, J.D., CPG, Principal
PO Box 33710 Seattle, WA 98133
T: (206) 782-1189 F: (206) 782-1434
mcv at ohanafc.com<mailto:mcv at ohanafc.com> www.ohanafc.com<http://www.ohanafc.com/>
From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of David Faber
Sent: Wednesday, October 12, 2016 12:02 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Decedent's Account Name Does Not Match Pleadings
WSBAPT:
PR in a probate I'm working just tried use their Letters to pull estate funds out of decedent's account but was denied because the name on Decedent's account was Decedent's former name and not the name Decedent had at their time of death. Bank is now asking for a marriage certificate showing the name change, but PR is having trouble tracking down a marriage certificate. I would expect that because the social security numbers are identical across the death cert and the bank account, they would not need a marriage certificate, but they are apparently not amenable to this line of logic. Any advice on what to do here?
Best,
David J. Faber
Faber Feinson PLLC
210 Polk Street, Suite 1
Port Townsend, WA 98368
(360) 379-4110
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