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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Thanks to all for their responses.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Sincerely,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Jacob Menashe<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Chris Moore<br>
<b>Sent:</b> Tuesday, March 17, 2015 6:29 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> Re: [WSBAPT] TIC/JTWROS<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="text-align:justify"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">There was a recent case from Asotin County dealing w/ JTWROS accounts -
</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black;background:#EBEDEE">TAUFEN v. ESTATE OF KIRPES</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#500050">Sincerely,</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#500050"><br>
</span><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#3333FF"><br>
</span></b><b><span style="font-size:13.5pt;font-family:"Lucida Handwriting";color:#3333FF">Chris J. Moore</span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#500050"><br>
</span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#500050">Christopher J. Moore, JD, CPA, AEP<sup>®</sup>, EPLS*</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#500050"><br>
</span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#500050">Creason, Moore, Dokken & Geidl, PLLC</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#500050"><br>
</span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#500050">Lawyers</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#500050"><br>
</span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#500050">1219 Idaho Street, POB 835</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#500050"><br>
</span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#500050">Lewiston, Idaho 83501-0835</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#500050"><br>
</span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#500050">Phone: 208-743-1516; Fax: 208-746-2231</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#500050"><br>
</span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#500050">Website: </span><span style="color:#1F497D"><a href="http://www.cmd-law.com/" target="_blank"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#1155CC">www.cmd-law.com</span></a></span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#500050"><br>
<br>
</span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#500050">*Certified as an Estate Planning Law Specialist by the Estate Law Specialist Board, Inc., the only estate planning certification entity approved by both the American Bar Association
and the Idaho State Bar Association.</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#500050"><br>
</span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#500050">_______________________________________________</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#500050"><br>
</span><b><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#17365D">-- Note -- </span></b><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#17365D">The information contained in this e-mail transmission is confidential
and may also be a legally privileged communication. This information is intended for the exclusive and private use of the addressee(s). If you are not the intended recipient, you are hereby notified that any use, disclosure, dissemination, distribution (other
than to the addressee(s)), copying or taking any action because of this information is strictly prohibited. If you have received this e-mail in error, please notify the sender immediately. Thank you.</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#17365D"><br>
</span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#17365D">~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal" style="text-align:justify"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black;background:#EBEDEE"> </span><o:p></o:p></p>
<p class="MsoNormal" style="text-align:justify"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;background:#EBEDEE"> </span><o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>jeffrey winter<br>
<b>Sent:</b> Tuesday, March 17, 2015 4:56 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> Re: [WSBAPT] TIC/JTWROS</span><o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"> <o:p></o:p></p>
<div>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif">I believe it was out of Colfax, but I don't recall the name of the case unfortunately. </span><o:p></o:p></p>
<div>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif"> </span><o:p></o:p></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-family:"Calibri",sans-serif">Jeff Winter</span><o:p></o:p></p>
<div>
<div class="MsoNormal" align="center" style="text-align:center"><span style="font-family:"Calibri",sans-serif">
<hr size="2" width="100%" align="center">
</span></div>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-family:"Calibri",sans-serif">From:
<a href="mailto:lisa@lisaschuchman.com">lisa@lisaschuchman.com</a><br>
To: <a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br>
Date: Tue, 17 Mar 2015 21:04:53 +0000<br>
Subject: Re: [WSBAPT] TIC/JTWROS</span><o:p></o:p></p>
<div>
<p class="MsoNormal"><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?
</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Garamond",serif"> </span><o:p></o:p></p>
<div>
<p class="MsoNormal"><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><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Garamond",serif;color:black"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Garamond",serif;color:black">NOTE: I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored
at all times. If your matter is urgent, please phone my office during regular business hours.
</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Garamond",serif;color:black">Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties under the Internal
Revenue Code.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:24.0pt;font-family:Webdings;color:green">P</span><span style="font-size:10.0pt;font-family:"Arial Narrow",sans-serif;color:green">
</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><o:p></o:p></p>
</div>
<p class="MsoNormal"><span style="font-family:"Garamond",serif"> </span><o:p></o:p></p>
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<div style="border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><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">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<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><o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif"> </span><o:p></o:p></p>
<p class="MsoNormal"><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><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Thanks,</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Jacob</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">_________________________</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Jacob H. Menashe</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Hickman Menashe, PS</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">4211 Alderwood Mall Blvd., Suite 202</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Lynnwood, WA 98036</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">(425) 744-5658 phone</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">(425) 744-6078 fax</span><o:p></o:p></p>
<p class="MsoNormal"><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><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"> </span><o:p></o:p></p>
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_______________________________________________ WSBAPT mailing list <a href="mailto:WSBAPT@lists.wsbarppt.com">
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http://mailman.fsr.com/mailman/listinfo/wsbapt</a></span><o:p></o:p></p>
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