[WSBAPT] Credit Union will not honor Community Property Agreement

[Mike Winslow]

Tnx for samples and tnx to all who posted on this.
 
Mike
 
Michael A. Winslow
1204 Cleveland Ave.
Mount Vernon, WA 98273
Ph. 360-336-3321
Em. Mike at winslegal.com
 
This message is from an attorney, so it’s confidential. If you are not the intended recipient, it’s too late to stop reading this message, but you may not use it for any improper purpose. Huge Disclaimer available upon request.
 
From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of J A Cyphers
Sent: Tuesday, September 01, 2020 5:49 PM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] Credit Union will not honor Community Property Agreement
 
I just this morning scanned some copies of emails posted earlier this year about the same issue with brokerage Charles Schwab.
Attached are the posts that I had saved on that discussion.
 
On Tue, Sep 1, 2020 at 5:46 PM Lewis, Amy C. <ALewis at eisenhowerlaw.com> wrote:
See if they will accept a small estate affidavit if the value of the account is under $100,000.
 
Amy Lewis, Attorney

1201 Pacific Avenue, Suite 1200 | Tacoma, WA 98402
phone 253.572.4500 | fax 253.272.5732 |  <http://www.eisenhowerlaw.com/> www.eisenhowerlaw.com
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
 
This message is from an attorney, so it’s confidential. If you are not the intended recipient, it’s too late to stop reading this message, but you may not use it for any improper purpose. Huge Disclaimer available upon request.
 
 
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-- 
Jackie Cyphers
Jeannette A. Cyphers, Attorney at Law
P. O. Box 908                                
Edmonds, WA 98020-0908
telephone 425-776-5887
fax 425-640-0814
jacyphers at gmail.com
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