[WSBAPT] Credit Union will not honor Community Property Agreement

[Roger Hawkes]

See if  you can get cu to commit in writing what the reason is to not honor it.  Remember that it has to be recorded to be enforceable.

Roger Hawkes, WSBA # 5173
Shoreline Office: 19944 Ballinger Way NE
                                Shoreline, WA 98155
Sultan Office:        423 Main
                                 Sultan, WA 98294

Phone: 206 367 5000; fax: 206 367 4005
Email: roger at law-hawks.com<mailto:roger at law-hawks.com>
Web site: www.hawkeslawfirm.com<http://www.hawkeslawfirm.com>

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Mike Winslow
Sent: Tuesday, September 1, 2020 5:34 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Credit Union will not honor Community Property Agreement

Client Husband dies, leaving bank account solely in his name. Washington state CU.
I sent client wife to credit union with copy of CPA and death cert to transfer account to wife's name. Credit Union refuses.
(not nice things stated about credit unions at this point).

I recall discussions on this topic on this list. Review of last three months in my emails did not turn anything up by some brief searching.
Seems like a call to legal department of CU might break up this log jam, but comments on this issue would be appreciated.
Mike


Michael A. Winslow
1204 Cleveland Ave.
Mount Vernon, WA 98273
Ph. 360-336-3321
Em. Mike at winslegal.com<mailto:Mike at winslegal.com>

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