[WSBAPT] RCW 11.62 - Small Estate Procedure - Accessing bank box

[Jeff at bellanddavispllc.com]

Thanks to all who replied.  I provided the agent with RCW 11.125.300, with reference to subparagraph (6), and RCW 11.125.200 with reference to subparagraph (3).  Although this is one of the “BIG” banks, the local branch manager, who knew the mother, allowed the Agent, daughter, to close mother’s bank accounts without even the need to show the doctor’s letter to trigger the effectiveness of the power.  The manager knew the mother was incompetent.  It was a bank Vice-President, who happened to be in Sequim, one rainy day, who required the letters to get into the bank box.  Obviously, now armed with the law, the daughter will seek out the bank manager.  Fingers and toes are crossed.

 

Jeff

 

W. Jeff Davis

BELL & DAVIS PLLC

Attorneys at Law
P.O. Box 510

720 E. Washington Street, Suite 105
Sequim WA 98382
Phone: (360) 683.1129 
Fax: (360) 683.1258 
email:  <mailto:jeff at bellanddavispllc.com> jeff at bellanddavispllc.com
 <http://www.bellanddavispllc.com/> www.bellanddavispllc.com
 
The information contained in this e-mail message may be privileged, confidential, and protected from disclosure. If you are not the intended recipient, any dissemination, distribution, or copying is strictly prohibited. If you think that you have received this e-mail message in error, please e-mail the sender at  <mailto:info at bellanddavispllc.com> info at bellanddavispllc.com  or call 360.683.1129.

 

 

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Jamia Burns
Sent: Wednesday, March 15, 2023 5:16 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] RCW 11.62 - Small Estate Procedure - Accessing bank box

 

Provide the law in a letter! They have to comply or face fines I believe. 

Jamia S. Burns
Attorney at Law - Estate Planning 
360-739-6379
www.jamiaburnslaw.com <http://www.jamiaburnslaw.com> 
jamia at jamiaburnslaw.com <mailto:jamia at jamiaburnslaw.com> 
Office: 1200 Dupont Street, Ste. 1-D
Bellingham, WA 98225 (by appointment only)

 

On Wed, Mar 15, 2023, 12:09 PM Steve King <steve at talislawfirm.com <mailto:steve at talislawfirm.com> > wrote:

I’ve tried that several times with no luck.  

 

Stephen R. King 
 <mailto:steve at talislawfirm.com> steve at talislawfirm.com 

 

Talis Law PLLC 
915 118 Avenue SE, Suite 360 
Bellevue, WA 98005 

Phone: (425) 943-9968

Fax: (425) 777-2097
 <http://talislawfirm.com/> talislawfirm.com

 

From: wsbapt-bounces at lists.wsbarppt.com <mailto:wsbapt-bounces at lists.wsbarppt.com>  <wsbapt-bounces at lists.wsbarppt.com <mailto:wsbapt-bounces at lists.wsbarppt.com> > On Behalf Of Jeff at bellanddavispllc.com <mailto:Jeff at bellanddavispllc.com> 
Sent: Wednesday, March 15, 2023 2:14 PM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com <mailto:wsbapt at lists.wsbarppt.com> >
Subject: [WSBAPT] RCW 11.62 - Small Estate Procedure - Accessing bank box

 

Listmates:

 

Estate under $100,000 (no real estate) with one heir, a blood relative.  Have any of you used the small estate affidavit to gain access to a bank box?  Of course, bank wants letters testamentary.  

 

Jeff

 

W. Jeff Davis

BELL & DAVIS PLLC

Attorneys at Law
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> 
 <http://www.bellanddavispllc.com/> www.bellanddavispllc.com
 
The information contained in this e-mail message may be privileged, confidential, and protected from disclosure. If you are not the intended recipient, any dissemination, distribution, or copying is strictly prohibited. If you think that you have received this e-mail message in error, please e-mail the sender at  <mailto:info at bellanddavispllc.com> info at bellanddavispllc.com  or call 360.683.1129.

 

 

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