[WSBAPT] Bank requires both co-PRs on account

[Sara D. Longley]

I have co-PR clients who have successfully used a signed notarized letter of
delegation to allow the local one to take care of in-person banking and
whatnot.  The statute clearly allows it.  Best to spell out the specific
powers that are delegated so as to leave no doubt of the intent, and
definitely cite the statutes.


Sara D. Longley, J.D., LL.M.
Attorney at Law
 
1734 NW Market Street
Seattle, WA 98107
(206) 434-5644
Sara at longley-law.pro
www.longley-law.pro

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-----Original Message-----
From: wsbapt-bounces at lists.wsbarppt.com
[mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Schmidt & Yee
Sent: Thursday, February 9, 2017 5:53 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Bank requires both co-PRs on account

Melinda:
We had our probate attorney prepare a Letter of Delegation of Authority. It
specifically cites the paragraphs in the Will that allows each Co-PR to act
independently etc.
It also quotes the language of RCW 11.68.090(1) and 11.98.016(3).  I have
used it numerous times without any problems.
I would assume if you Will provides each can act alone, you can do the same
thing.
Pam Yee
Schmidt & Yee, PC


-----Original Message-----
From: Melinda
Sent: Thursday, February 9, 2017 5:31 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Bank requires both co-PRs on account

Bank wants new revised Letters stating only one co-PR may act independently
or it will not release decedent's account, nor will it open Estate account,
without both present to do so, and both signing every check, etc.

Thoughts on a windy Thursday?

Misspelled from my iPhone

Melinda

Law Office of Melinda K Grout
PO Box 1360
Monroe, WA 98272
(360) 794-4322. Tel
(425) 744-6745. Fax

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