[WSBAPT] Bank wants Decedent's Social Card

[Steve Nicol]

Josh,

I had a similar problem with a bank a few years ago.  I simply filed a TEDRA Petition and a Motion to Show Cause why the bank should be allowed to interfere with the PR’s duty to gather the assets of the Estate.  RCW 11.48 et al covers the powers and duties of the estate.

The judge ordered them to release the assets and awarded costs and fees under my motion.

Steve

Sent from my iPhone

On Aug 18, 2022, at 12:48 PM, Joshua Grant <jgrant at advocateslg.com> wrote:


National Bank was given decedent’s death certificate.  It has all three of her names.
She owned a CD at the bank.  It was taken out in decedent’s Middle Name (which is what she commonly used) and her last name.
Bank says they need decedent’s social security card, so they know who the owner was with all 3 names showing.
The social security card was destroyed, and social security will not issue a new card to a dead person.

I would think both the death certificate (which shows the social security number) and the Letters Testamentary issued by husband would be enough.  Any statute that I can make a demand under?

Josh

Joshua F. Grant
[image001.png]
P. O. Box 619
Wilbur, WA 99185
509 647 5578
jgrant at advocateslg.com

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