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<DIV>Look at the following and see if it will work for you:</DIV>
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<H3>RCW <A class=ui-link href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.02.120">11.02.120</A></H3></DIV>
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<H3>Transfer of shares<SPAN style="FONT-FAMILY: times new roman">—</SPAN>Liability.</H3></DIV>
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<DIV style="TEXT-INDENT: 0.5in">Neither a domestic or foreign corporation or its registrar or transfer agent shall be liable for transferring or causing to be transferred on the books of the corporation to or pursuant to the direction of the surviving spouse or the surviving domestic partner any share or shares or other securities theretofore issued by the corporation to the deceased or surviving spouse or both, or to the deceased or surviving domestic partner or both, if the corporation or its registrar or transfer agent shall be provided with the following:</DIV>
<DIV style="TEXT-INDENT: 0.5in">(1) A copy of an agreement which shall have been entered into between the spouses or between the domestic partners pursuant to RCW <A class=ui-link href="http://app.leg.wa.gov/RCW/default.aspx?cite=26.16.120">26.16.120</A> and certified by the auditor of the county in this state in whose office the same shall have been recorded;</DIV>
<DIV style="TEXT-INDENT: 0.5in">(2) A certified copy of the death certificate of the deceased spouse or deceased domestic partner;</DIV>
<DIV style="TEXT-INDENT: 0.5in">(3) An affidavit of the surviving spouse or surviving domestic partner that:</DIV>
<DIV style="TEXT-INDENT: 0.5in">(a) The shares or other securities constituted community property of the spouses or the domestic partners at date of death of the deceased spouse or deceased domestic partner and their disposition is controlled by the community property agreement;</DIV>
<DIV style="TEXT-INDENT: 0.5in">(b) No proceedings have been instituted to contest or set aside or cancel the agreement; and that</DIV>
<DIV style="TEXT-INDENT: 0.5in">(c) The claims of creditors have been paid or provided for.</DIV></DIV></DIV>
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<DIV><FONT size=3 face=Arial>Jackie Cyphers</FONT></DIV>
<DIV><FONT size=3 face=Arial>Jeannette A. Cyphers, Attorney at Law</FONT></DIV>
<DIV><FONT size=3 face=Arial>P. O. Box 908 </FONT></DIV>
<DIV><FONT size=3 face=Arial>Edmonds, WA 98020-0908</FONT></DIV>
<DIV><FONT size=3 face=Arial>425-776-5887</FONT></DIV>
<DIV><FONT size=3 face=Arial>fax 425-640-0814</FONT></DIV>
<DIV><A title=mailto:jacyphers@gmail.com><FONT size=3 face=Arial>jacyphers@gmail.com</FONT></A></DIV>
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<DIV id=IncrediOriginalMessage style="FONT-SIZE: 11pt" dir=ltr><I>-------Original Message-------</I></DIV>
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<DIV id=receivestrings>
<DIV style="FONT-SIZE: 11pt" dir=ltr><I><B>From:</B></I> <A href="mailto:j.mccrady@pstitle.com">John McCrady</A></DIV>
<DIV style="FONT-SIZE: 11pt" dir=ltr><I><B>Date:</B></I> 9/5/2019 4:00:23 PM</DIV>
<DIV style="FONT-SIZE: 11pt" dir=ltr><I><B>To:</B></I> <A href="mailto:wsbapt@lists.wsbarppt.com">WSBA Probate & Trust Listserv</A></DIV>
<DIV style="FONT-SIZE: 11pt" dir=ltr><I><B>Subject:</B></I> [WSBAPT] Brokerage accounts</DIV></DIV>
<DIV> </DIV>
<DIV class=WordSection1>
<P class=MsoNormal>My previous inquiry needs to be modified. My friend’s recently decease spouse had a brokerage account with a subsidiary of Umpqua Bank, and not a standard bank account.<O:P></O:P></P>
<P class=MsoNormal>The firm is not accepting a certified copy of the Community Property Agreement, Death Certificate and Affidavit of Surviving Spouse and is requiring letters testamentary in order to release the funds.<O:P></O:P></P>
<P class=MsoNormal>Can anyone point me toward statutory authority in this regard?<O:P></O:P></P>
<P class=MsoNormal>Thanks<O:P></O:P></P>
<P class=MsoNormal><O:P> </O:P></P>
<P class=MsoNormal>John McCrady<O:P></O:P></P>
<P class=MsoNormal>Counsel<O:P></O:P></P>
<P class=MsoNormal>Puget Sound Title Company<O:P></O:P></P>
<P class=MsoNormal>5350 Orchard Street West<O:P></O:P></P>
<P class=MsoNormal>University Place WA 98467<O:P></O:P></P>
<P class=MsoNormal>253-476-5721<O:P></O:P></P>
<P class=MsoNormal>j.mccrady@pstitle.com<O:P></O:P></P>
<P class=MsoNormal><O:P> </O:P></P></DIV>
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