[WSBAPT] Bank wants Decedent's Social Card

[Joshua McKarcher]

Steve’s reply is right on. As a related side note for those who might care: I do not file pleadings as a first step in a probate matter. I first collect real property records and key asset records — especially for married females, frankly — to capture the universe of name variations involved.

I then caption the probate pleadings with the correct legal name followed by as many A/K/A phrases as needed to cover my bases for title companies and financial institutions. (The latter understandably don’t have time to memorize 50 states’ probate codes, but also display a surprising unwillingness to read even one line of text plain English from just one state’s probate code!)

It works beautifully. They see “their” name variation on a court pleading signed by a judge — and they move to the next issue they can use to prevent progress, ha ha!

I think for these institutions, every little detail we can think of and remove from the equation by “planning before pleading” is highly conducive to our and our clients’ mental health! ;)

All my best, Josh

Joshua D. McKarcher
McKarcher Law PLLC
537 6th Street
Clarkston, WA 99403
(509) 758-3345
(509) 758-3314 (fax)
josh at mckarcherlaw.com
www.mckarcherlaw.com<http://www.mckarcherlaw.com>
________________________________
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> on behalf of Steve Nicol <nicolste13 at msn.com>
Sent: Thursday, August 18, 2022 1:58:45 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Bank wants Decedent's Social Card

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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