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<body class='hmmessage'><div dir='ltr'>I believe it was out of Colfax, but I don't recall the name of the case unfortunately. <div><br></div><div>Jeff Winter<br><br><div><hr id="stopSpelling">From: lisa@lisaschuchman.com<br>To: wsbapt@lists.wsbarppt.com<br>Date: Tue, 17 Mar 2015 21:04:53 +0000<br>Subject: Re: [WSBAPT] TIC/JTWROS<br><br>
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<p class="ecxMsoNormal"><span style="font-family:"Garamond","serif";">Wasn’t there a WA case in the last few years that held a bank liable when a teller recommended JTWROS?
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<p class="ecxMsoNormal"><span style="font-family:"Garamond","serif";color:black;">Lisa E. Schuchman<br>
206-325-2801<br>
<a href="http://www.lisaschuchman.com/" target="_blank">www.lisaschuchman.com</a><br>
<br>
I prefer an excess of caricature to an excess of censorship. -Nicolas Sarkozy</span></p>
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</span><b><span style="font-size:7.5pt;font-family:"Arial","sans-serif";color:#008100;">Please consider the trees before printing this document</span></b><span style="font-family:"Calibri","sans-serif";"></span></p>
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<p class="ecxMsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif";"> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Jacob Menashe<br>
<b>Sent:</b> Tuesday, March 17, 2015 1:31 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> [WSBAPT] TIC/JTWROS</span></p>
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<p class="ecxMsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D;">A personal banker at a very large bank is insisting that a couple cannot have their bank checking/savings/CDs held other than as joint tenants with right of
survivorship. She said she checked with her back office and because of a quirk in Washington law that’s the bank’s policy. I have not spoken with anyone but the personal banker. Before I pursue this further, I will ask this group, is there something I am missing?
Have others had this problem? </span></p>
<p class="ecxMsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D;"> </span></p>
<p class="ecxMsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D;">Thanks,</span></p>
<p class="ecxMsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D;"> </span></p>
<p class="ecxMsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D;">Jacob</span></p>
<p class="ecxMsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D;"> </span></p>
<p class="ecxMsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D;">_________________________</span></p>
<p class="ecxMsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D;">Jacob H. Menashe</span></p>
<p class="ecxMsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D;">Hickman Menashe, PS</span></p>
<p class="ecxMsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D;">4211 Alderwood Mall Blvd., Suite 202</span></p>
<p class="ecxMsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D;">Lynnwood, WA 98036</span></p>
<p class="ecxMsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D;">(425) 744-5658 phone</span></p>
<p class="ecxMsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D;">(425) 744-6078 fax</span></p>
<p class="ecxMsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D;"><a href="https://www.hickmanmenashe.com" target="_blank"><span style="color:#0563C1;">www.hickmanmenashe.com</span></a></span></p>
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