[WSBAPT] Transfer Agent refuses to honor Certified Copy of Letters

Tue Aug 2 15:47:14 PDT 2022

Thank you, Heather, I appreciate it.

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Kind regards,
Mark A. Reinhardt
Attorney
Rehberg Law Group, PLLC
Ryan Y Rehberg, Partner | Mark A. Reinhardt, Partner | James A. Davies, Partner |
J. Sabrina Go

Assistant: Tammy Bowen | tbowen at rehberglaw.com<mailto:tbowen at rehberglaw.com>
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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Heather de Vrieze
Sent: Tuesday, August 2, 2022 3:23 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Transfer Agent refuses to honor Certified Copy of Letters

If by "this" you mean finding Computershare being difficult, making up rules as they go, etc. then yes.

I also ran into this issue with a local Big Bank lately. Even speaking with the branch manager didn't help. They kept asking for "original" letters, saying if it said "copy" anywhere on the document it wouldn't work. We finally had the Court issue what I always called the super special letters, the ones with a raised seal and the "full force and effect" stamp the clerk can put on them. That (or different person different day) worked.

Good luck.

Heather S. de Vrieze
Attorney-at-Law
[cid:image003.jpg at 01D8A686.E01C5010]
3909 California Avenue SW
Seattle, WA 98116-3705
(206)938-5500
heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
www.westseattlelaw.com<http://www.westseattlelaw.com/>
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From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Mark Reinhardt
Sent: Tuesday, August 2, 2022 2:51 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Transfer Agent refuses to honor Certified Copy of Letters

Dear Listserv members,

Deceased had stock with Apple, but PR unable to locate stock certificate.  An affidavit of lost stock certificate, along with a signed Certified copy of the Letters, sent to Computershare, the transfer agent.

Computershare refuses to process the affidavit, stating that they require an "original court-certified Letter of Appointment".   Their reason?Computershare states that the document says "certified copy", which, of course, it does.  We have been unable to convince them that the certified copy, signed by the Clerk, is an original.  Has anyone run into this before?

***When responding to this email, please reply all***

Kind regards,
Mark A. Reinhardt
Attorney
Rehberg Law Group, PLLC
Ryan Y Rehberg, Partner | Mark A. Reinhardt, Partner | James A. Davies, Partner |
J. Sabrina Go

Assistant: Tammy Bowen | tbowen at rehberglaw.com<mailto:tbowen at rehberglaw.com>
SeaTac - (mailing address) 18000 International Blvd, Suite 550, SeaTac, WA 98188
Bellevue - 1400 112th Ave SE, Suite 100, Bellevue, WA 98004
Phone - 206.246.8772 ext. 333 | Toll Free 877.246.8772 | Fax 206.454.7910
Email - mreinhardt at rehberglaw.com<mailto:mreinhardt at rehberglaw.com>
Connect - rehberglaw.com<file:///\\rlg-server02\data\Employee%20Folders\andie\ALS\Email%20Signatures\rehberglaw.com> | Facebook<https://www.facebook.com/RehbergLawGroupPLLC/> | LinkedIn<https://www.linkedin.com/company/rehberg-law-group-pllc/> | Join the Rehberg Law Group Newsletter<http://visitor.r20.constantcontact.com/d.jsp?llr=ay8zc9bab&p=oi&m=1101460729600&sit=dzioz88bb&f=46130d29-cd26-4d90-89ea-1b62cacb4ca4>

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