[WSBAPT] Probate discovery v. TEDRA discovery

[Dalynne Singleton]

This list serve is fabulous!  Thank you.

Dalynne Singleton
Gourley Law Group
Snohomish Escrow
The Exchange Connection
1002 10th Street / PO Box 1091
Snohomish, WA 98291
360.568.5065
360.568.8092  fax
dalynne at glgmail.com<mailto:dalynne at glgmail.com>
Website:  www.glglawgroup.com<http://www.glglawgroup.com/>
Attorney/client meetings will be handled by teleconference or virtually whenever possible.  If you would like to set a telephone conference, zoom, or in person meeting, please call or email one my paralegals selina at glgmail.com<mailto:selina at glgmail.com> or elle at glgmail.com<mailto:elle at glgmail.com>.  My legal assistant can be reached at paige at glgmail.com<mailto:paige at glgmail.com>.  Co-counsel Anna Thompson can be reached at anna at glgmail.com<mailto:anna at glgmail.com>.

LICENSED IN WASHINGTON
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From: Doug Schafer <schafer at pobox.com>
Sent: Thursday, August 17, 2023 11:28 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>; Dalynne Singleton <dalynne at glgmail.com>
Subject: Re: [WSBAPT] Probate discovery v. TEDRA discovery

RCW 11.96A.115<http://app.leg.wa.gov/RCW/default.aspx?cite=11.96A.115>
Discovery.
In all matters governed by this title, discovery shall be permitted only in the following matters:
(1) A judicial proceeding that places one or more specific issues in controversy that has been commenced under RCW 11.96A.100<http://app.leg.wa.gov/RCW/default.aspx?cite=11.96A.100>, in which case discovery shall be conducted in accordance with the superior court civil rules and applicable local rules; or
(2) A matter in which the court orders that discovery be permitted on a showing of good cause, in which case discovery shall be conducted in accordance with the superior court civil rules and applicable local rules unless otherwise limited by the order of the court.
[ 2006 c 360 § 11<https://lawfilesext.leg.wa.gov/biennium/2005-06/Pdf/Bills/Session%20%20%20%20%20%20%20%20Laws/Senate/6597-S.SL.pdf?cite=2006%20c%20360%20§%2011>.]

"all matters governed by this title" refers to Title 11, and that includes routine probate and trust cases.

Doug Schafer, in Tacoma

On 8/17/2023 11:05, Dalynne Singleton wrote:
I have reviewed RCW 11 and 11.96A and I know and have done discovery in TEDRA as discovery is allowed which encompasses subpoena powers, issuing subpoena duces tecum, deposition, interrogatories, etc.
BUT, in a probate cause – what discovery is allowed?

In probate (not TEDRA), I have had occasion to issue a SDT to a bank and send to all counsel/heirs to object under CR 45.  If no objection, then I issue the SDT and get bank records, usually to discover if JWROS, TOD accounts, access to bank records of decedent, etc.  I remember awhile back, someone posted authority that they believed there is no discovery allowed in probate w/o court order but can’t find that old post.

Anyone have an opinion on this issue and how you approach needing records in a probate cause?

Dalynne Singleton
Gourley Law Group
Snohomish Escrow
The Exchange Connection
1002 10th Street / PO Box 1091
Snohomish, WA 98291
360.568.5065
360.568.8092  fax
dalynne at glgmail.com<mailto:dalynne at glgmail.com>
Website:  www.glglawgroup.com<http://www.glglawgroup.com/>
Attorney/client meetings will be handled by teleconference or virtually whenever possible.  If you would like to set a telephone conference, zoom, or in person meeting, please call or email one my paralegals selina at glgmail.com<mailto:selina at glgmail.com> or elle at glgmail.com<mailto:elle at glgmail.com>.  My legal assistant can be reached at paige at glgmail.com<mailto:paige at glgmail.com>.  Co-counsel Anna Thompson can be reached at anna at glgmail.com<mailto:anna at glgmail.com>.

LICENSED IN WASHINGTON
IMPORTANT/CONFIDENTIAL: This e-mail message (and any attachments accompanying it) may contain confidential information, including information protected by attorney-client privilege. The information is intended only for the use of the intended recipient(s).  Delivery of this message to anyone other than the intended recipient(s) is not intended to waive any privilege or otherwise detract from the confidentiality of the message.  If you are not the intended recipient, or if this message has been addressed to you in error, do not read, disclose, reproduce, distribute, disseminate or otherwise use this transmission, rather, please promptly notify the sender by reply e-mail, and then destroy all copies of the message and its attachments, if any.
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