[WSBAPT] joint bank account of decedent

[Jamia Burns]

My experience has been that banks treat all personal accounts that are
joint, as joint with rights of survivorship and that the co-owner of the
account gets everything in the account. Maybe my clients have all selected
"right of survivorship" when they added the family member or significant
other to their accounts...

Jamia S. Burns
Attorney at Law
(360) 739-6379
Office: 1200 Dupont St., Suite 1-D
Bellingham, WA 98225 (By Appointment Only)
jamia at jamiaburnslaw.com
www.jamiaburnslaw.com

NOTICE: This e-mail may contain confidential or privileged material and is
intended for use solely by the above-referenced recipient. Any review,
copying, printing, disclosure, distribution, or other use by any other
person or entity is strictly prohibited. If you are not the named
recipient, or believe you have received this e-mail in error, please reply
to the sender and delete the copy you received. Thank you.


On Tue, Apr 11, 2023 at 1:50 PM Jenna Brozik <Jenna at prinzandbrozik.com>
wrote:

> Hello list mates,
>
>
>
> According to RCW 30A.22.100 (2) funds belonging to deceased depositor
> which remain on deposit in a joint account without right of survivorship
> belong to the depositor’s estate, unless the depositor has also designated
> a trust or P.O.D. account beneficiary.
>
>
>
> Client’s father passed away and daughter (client) was appointed PR in the
> will.  Probate has opened and the bank will not give the PR access to
> decedent’s joint bank account he held with his domestic partner.  The bank
> account is not joint with right of survivorship.  Isn’t the estate entitled
> to ½ the funds in that joint account?  Bank is not cooperating…
>
>
>
> Any suggestions?
>
>
>
> Jenna Brozik
>
> *Managing Attorney*
>
> *PRINZ & BROZIK PLLC*
> 445 S. Grand Avenue
> Pullman, WA 99163
> 509-338-0908 Telephone
> 509-338-3527 Facsimile
>
>
> ***Disclaimer: Please note that RPPT listserv participation is not
> restricted to practicing attorneys and may include non-practicing
> attorneys, law students, professionals working in related fields, and
> others.***
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com
> http://mailman.fsr.com/mailman/listinfo/wsbapt
>
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20230411/2eeec2bf/attachment.html>