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<DIV>How about preparing a Certification of Trust under RCW 11.98.075.</DIV>
<DIV>And taking that in with the EIN and a copy of the statute.</DIV>
<DIV>Look specifically at paragraphs (6), (7) and (8) of the statute including "reasonable attorney fees, if the Court determines that the person did not act in good faith in demanding the trust instrument".</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 style="FONT-SIZE: 11pt" dir=ltr><I><B>From:</B></I> <A href="mailto:jgrant@accima.com">Josh Grant</A></DIV>
<DIV style="FONT-SIZE: 11pt" dir=ltr><I><B>Date:</B></I> 9/26/2019 1:53:09 PM</DIV>
<DIV style="FONT-SIZE: 11pt" dir=ltr><I><B>To:</B></I> <A href="mailto:wsbapt@lists.wsbarppt.com">wsbar trust</A></DIV>
<DIV style="FONT-SIZE: 11pt" dir=ltr><I><B>Subject:</B></I> [WSBAPT] Chase Bank requiring court order to set up testamentarytrust account?</DIV></DIV>
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<DIV><FONT size=4>My client is a surviving spouse and PR or her husband’s estate. The LW&T provides that H’s assets go in to a testamentary trust with W as Trustee. W gets all income and whatever she needs during her life. We have about $20,000 in an estate account and we are ready to close the estate. We have supplied tax I.D. # for the trust and copy of the will. Local bank people says they checked with legal department and we have to get a court order because it is a Testamentary Trust.</FONT></DIV>
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<DIV><FONT size=4>Anyone agree with the bank? If so what kind of order?</FONT></DIV>
<DIV><FONT size=4>If disagree, Anyone know someone at or a direct line to the legal department at Chase? or have a copy of a nasty=gram I can use?</FONT></DIV>
<DIV><FONT size=4>thanks</FONT></DIV>
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<DIV><STRONG><SPAN style="FONT-SIZE: 18pt; COLOR: #004080">Joshua F. Grant</SPAN></STRONG><SPAN style="COLOR: #004080"><BR></SPAN><SPAN style="COLOR: black"><IMG title=advocates style="BORDER-TOP: 0px; BORDER-RIGHT: 0px; BACKGROUND-IMAGE: none; BORDER-BOTTOM: 0px; PADDING-TOP: 0px; PADDING-LEFT: 0px; DISPLAY: inline; PADDING-RIGHT: 0px; rem_BORDER-LEFT: 0px" border=0 alt=advocates src="cid:2DC8B112-E534-476A-9617-A3D142151042" width=207 height=43><BR></SPAN><SPAN style="FONT-SIZE: 11pt; COLOR: #004080">P. O. Box 619<BR>Wilbur, WA 99185<BR>509 647 5578</SPAN><SPAN style="COLOR: black"><O:P></O:P></SPAN></DIV></DIV></DIV></DIV></DIV></DIV>
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