[WSBAPT] Bank hoops

Eric Nelsen eric at sayrelawoffices.com
Tue Dec 10 15:47:46 PST 2024


I represent a PR. Bank who shall remain nameless is insisting that my PR can only have bank statements after date of death to present, and nothing before date of death. Bank says we have to send them a subpoena for pre-death records. Because, says Bank, "account information before our client's death are not part of the estate and any accounts closed out were closed by the owner."

Anyone else encountering this nonsense? My position is and always has been that the PR steps into the shoes of the decedent, and has the exact same contractual right as the decedent to request any and all records from a bank, pursuant to whatever contract of deposit or other agreement the decedent had with the bank. If the decedent had a  residual right to request records on a closed account, then so does a PR. RCW 11.48.010, RCW 11.48.020, RCW 11.48.090, RCW 11.60.060, RCW 4.20.046(1).

Imagine if a medical provider took this stance-"I can only give you medical records for procedures performed after death."

Sincerely,

Eric

Eric C. Nelsen
Sayre Law Offices, PLLC
1417 31st Ave South
Seattle WA 98144-3909
206-625-0092
eric at sayrelawoffices.com<mailto:eric at sayrelawoffices.com>

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