[WSBAPT] Probate Heir Obtaining Deceased Parent's Bank Records

[Joshua McKarcher]

Hi Jeff,

Can't the PR get everything? It is still the decedent's account and that person is holding Letters.

If the bank refuses to turn over documents to the PR and the named TOD beneficiary, well then, the bank is violating a whole bunch of laws ("To whom DO you owe anything?") and you'll (hopefully) have no problem getting the attention of their legal department.

Good luck! Best, Josh

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Jeff at bellanddavispllc.com
Sent: Friday, August 5, 2022 11:35 AM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Probate Heir Obtaining Deceased Parent's Bank Records

Listmates:

Client is an heir to parent's estate and also POD beneficiaries on several accounts.  Parent had also put other siblings on separate accounts as POD beneficiaries.  According to information provided by sibling PR, client is a POD beneficiary on two additional accounts.  However, when client went to bank to obtain the funds, the banker refused to show client the file and said, in reviewing the file, the parent really did not intend to make client a POD beneficiary.  The PR has been dealing with a branch, of the bank, in that person's home town where that person is well known.

Client wants to see the bank's file and how parent set things up.  Short of starting a TEDRA action, is there some process within the probate proceeding for the client to seek turnover of the bank records?

Your thoughts.

Jeff Davis

W. Jeff Davis
BELL & DAVIS PLLC
P.O. Box 510
720 E. Washington Street, Suite 105
Sequim WA 98382
Phone: (360) 683.1129
Fax: (360) 683.1258
email: jeff at bellanddavispllc.com<mailto:jeff at bellanddavispllc.com>
www.bellanddavispllc.com<http://www.bellanddavispllc.com/>

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