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<div style="direction:ltr">I filed a motion and asked for terms a few years ago when something similar happened. I got a banks atty calling me and paid my terms without hearing. Client got her money too</div>
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<div id="divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" color="#000000" style="font-size:11pt"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Kate Szurek <kate@skagitlaw.com><br>
<b>Sent:</b> Thursday, February 15, 2018 1:01:53 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> [WSBAPT] any penalties for not disclosing DOD value on non-probate asset to PR?</font>
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<p class="MsoNormal"><span style="font-size:12.0pt">Listmates:</span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">Alaska Credit Union is refusing to give us (with an authorization for release of information) or the court-appointed PR the date of death value of an account that was POD, interestingly enough, to the PR (as
the decedent’s surviving spouse). Won’t give it to him in his capacity as beneficiary either.</span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">I’m going to take on the supervisor tomorrow in a joint phone conference w/ the PR/beneficiary, armed with the code and regs and state law, but what I haven’t found (yet) is what the credit union might face
for failure to disclose the needed information. I have a vague memory of seeing something somewhere . . .</span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">Can any one of you help?</span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">Thanks in advance!!</span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt">Kate</span></p>
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<p class="MsoNormal"><b><i><span style="font-size:13.5pt; font-family:"Cataneo BT"; color:blue">Kate Szurek</span></i></b><span style="font-size:12.0pt; font-family:"Times New Roman",serif; color:black">, J.D., LL.M.</span></p>
<p class="MsoNormal"><a href="mailto:kate@skagitlaw.com"><span style="font-size:12.0pt; font-family:"Times New Roman",serif; color:blue">kate@skagitlaw.com</span></a><span style="font-size:12.0pt; font-family:"Times New Roman",serif; color:#1F497D"></span></p>
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<p class="MsoNormal"><b><i><span style="font-size:14.0pt; font-family:"Times New Roman",serif; color:#1F497D">Skagit Law Group, PLLC</span></i></b></p>
<p class="MsoNormal"><span style="font-size:12.0pt; font-family:"Times New Roman",serif; color:#1F497D">P.O. Box 336 / 227 Freeway Drive, Suite B</span></p>
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