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

[Jeff at bellanddavispllc.com]

Josh,

 

The problem here is the PR is the one doing the meddling.  He has the
information and has been able to make the accounts estate accounts.  He
won't show the bank information on how the accounts were originally set up.
That's the information we want.

 

Jeff

 

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> 
 <http://www.bellanddavispllc.com/> www.bellanddavispllc.com
 
The information contained in this e-mail message may be privileged,
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info at bellanddavispllc.com  or call 360.683.1129.

 

 

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
On Behalf Of Joshua McKarcher
Sent: Friday, August 5, 2022 11:56 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Probate Heir Obtaining Deceased Parent's Bank Records

 

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
<mailto:wsbapt-bounces at lists.wsbarppt.com>
<wsbapt-bounces at lists.wsbarppt.com
<mailto:wsbapt-bounces at lists.wsbarppt.com> > On Behalf Of
Jeff at bellanddavispllc.com <mailto:Jeff at bellanddavispllc.com> 
Sent: Friday, August 5, 2022 11:35 AM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com
<mailto: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> 
 <http://www.bellanddavispllc.com/> www.bellanddavispllc.com
 
The information contained in this e-mail message may be privileged,
confidential, and protected from disclosure. If you are not the intended
recipient, any dissemination, distribution, or copying is strictly
prohibited. If you think that you have received this e-mail message in
error, please e-mail the sender at  <mailto:info at bellanddavispllc.com>
info at bellanddavispllc.com  or call 360.683.1129.

 

 

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