<div dir="ltr"><div>I just this morning scanned some copies of emails posted earlier this year about the same issue with brokerage Charles Schwab.</div><div>Attached are the posts that I had saved on that discussion.<br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Tue, Sep 1, 2020 at 5:46 PM Lewis, Amy C. <<a href="mailto:ALewis@eisenhowerlaw.com">ALewis@eisenhowerlaw.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex">
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">See if they will accept a small estate affidavit if the value of the account is under $100,000.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><u></u> <u></u></span></p>
<font size="4" color="#777777"><span style="font-family:"Calibri","sans-serif""><font size="3"><font color="#000000"><u></u>
<p style="font-size:10pt;font-family:"Calibri","sans-serif";margin:0in 0in 6pt"><span style="font-family:"Calibri","sans-serif"">Amy Lewis,
Attorney</span></p>
<p style="font-size:10pt;font-family:"Calibri","sans-serif";margin:6pt 0in 0pt"><span><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><u></u><img style="height: 68px; width: 211px;" src="cid:1744c48bedc1a90d30d1" width="211" height="68" border="0"><u></u><u></u></span><span><font color="#c00000"><font style="font-size:10pt"></font></font></span></p>
<p style="font-size:10pt;font-family:"Calibri","sans-serif";margin-top:0in"><span style="font-size:11pt;font-family:"Calibri","sans-serif"">1201 Pacific
Avenue, Suite 1200 | Tacoma, WA 98402<br>phone 253.572.4500 | fax
253.272.5732 | </span><a href="http://www.eisenhowerlaw.com/" target="_blank"><span style="font-size:11pt;text-decoration:none;font-family:"Calibri","sans-serif";color:rgb(192,0,0)">www.eisenhowerlaw.com</span></a></p><u></u></font></font></span></font><div>
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<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Mike Winslow<br>
<b>Sent:</b> Tuesday, September 1, 2020 5:34 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Credit Union will not honor Community Property Agreement<u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:12pt">Client Husband dies, leaving bank account solely in his name. Washington state CU.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt">I sent client wife to credit union with copy of CPA and death cert to transfer account to wife’s name. Credit Union refuses.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt">(not nice things stated about credit unions at this point).<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt">I recall discussions on this topic on this list. Review of last three months in my emails did not turn anything up by some brief searching.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt">Seems like a call to legal department of CU might break up this log jam, but comments on this issue would be appreciated.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt">Mike<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt"><u></u> <u></u></span></p>
<p class="MsoNormal">Michael A. Winslow<u></u><u></u></p>
<p class="MsoNormal">1204 Cleveland Ave.<u></u><u></u></p>
<p class="MsoNormal">Mount Vernon, WA 98273<u></u><u></u></p>
<p class="MsoNormal">Ph. 360-336-3321<u></u><u></u></p>
<p class="MsoNormal">Em. <a href="mailto:Mike@winslegal.com" target="_blank">Mike@winslegal.com</a><u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">This message is from an attorney, so it’s confidential. If you are not the intended recipient, it’s too late to stop reading this message, but you may not use it for any improper purpose. Huge Disclaimer available upon request.<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
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<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" rel="noreferrer" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbapt</a></blockquote></div><br clear="all"><br>-- <br><div dir="ltr" class="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr">Jackie Cyphers<br>Jeannette A. Cyphers, Attorney at Law<br>P. O. Box 908 <font color="#cc0000"> </font><br>Edmonds, WA 98020-0908<div>telephone 425-776-5887<br>fax 425-640-0814<br><a href="mailto:jacyphers@gmail.com" target="_blank">jacyphers@gmail.com</a></div></div></div></div></div></div></div></div></div></div></div></div></div></div></div>