[WSBAPT] Joint Account with no Surviving Joint Owner

[Jennifer L White]

Jeff,
If it was a JTWROS it would go to the gf. Sounds like she and the $$ are gone.....
The PR is legally responsible for estate taxes and has the legal authority to HAVE the information about the account, whether the Estate gets it or not. You may have to send a subpoena for records to the bank to get the 411 regarding the account.

Jennifer L. White, Esq.
[cid:image001.jpg at 01D875A8.36C86D50]

jen at appletreelaw.com<mailto:jen at appletreelaw.com>
PO Box 11037
Yakima, WA 98909
509.225.9813

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Jeff at bellanddavispllc.com
Sent: Wednesday, June 1, 2022 11:02 AM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Joint Account with no Surviving Joint Owner

Listmates:

At time of death, decedent had a joint bank account with gf. Its been over six months and gf cannot now be found.  Bank says estate can't access the account.  Is there anyway for estate to get at account, or is the money going to the State?

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>
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