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<DIV><FONT size=4>Thanks Josh. They said the sent it to the legal
department and they were just passing on their opinion. I will try and get
their legal dept. contact info if the notarized one doesn’t work.</FONT></DIV>
<DIV> </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; BORDER-LEFT: 0px; DISPLAY: inline; PADDING-RIGHT: 0px"
border=0 alt=advocates src="cid:9A17D2134CAD4F7BABC0776023BE572C@JoshPC"
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>
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style='FONT-SIZE: small; TEXT-DECORATION: none; FONT-FAMILY: "Calibri"; FONT-WEIGHT: normal; COLOR: #000000; FONT-STYLE: normal; DISPLAY: inline'>
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<DIV style="BACKGROUND: #f5f5f5">
<DIV style="font-color: black"><B>From:</B> <A
title=josh@mckarcherlaw.com>Joshua McKarcher</A> </DIV>
<DIV><B>Sent:</B> Thursday, January 21, 2021 4:13 PM</DIV>
<DIV><B>To:</B> <A title=wsbapt@lists.wsbarppt.com>WSBA Probate & Trust
Listserv</A> </DIV>
<DIV><B>Subject:</B> Re: [WSBAPT] Chase bank - small estate
affid.</DIV></DIV></DIV>
<DIV> </DIV></DIV>
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style='FONT-SIZE: small; TEXT-DECORATION: none; FONT-FAMILY: "Calibri"; FONT-WEIGHT: normal; COLOR: #000000; FONT-STYLE: normal; DISPLAY: inline'>
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<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif'>Josh,<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif'>My guess is that
the bank employee looking at this is used to court documents being “certified”
vs. “conformed” copies of the given Letters Testamentary, probate order, etc.
<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif'>In this case, if
you make clear the document is NOT filed with a court, so there is no way to
“certify” it, then perhaps that will help. I suspect you’re simply dealing with
someone who isn’t sure of the process and is doing their
best.<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif'>If I may suggest
that you personally call the branch manager directly, I suspect you may get a
good outcome. I have had excellent success with local branch managers of Chase.
One in Moscow, Idaho, is a certifiable </SPAN><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Segoe UI Emoji",sans-serif'>😉</SPAN><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif'> superstar and has
been personally monitoring for a few months for me an absurdly small account
that has an amount frozen by The Chase Bank Master Authority for a potential
social security recovery that is never going to happen. No problem. She’ll
monitor it, and we’ll wait it out.<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif'>Good
luck!<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif'>Best,
Josh<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif'>Joshua D.
McKarcher<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif'>McKarcher Law
PLLC<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif'>537 6th
Street<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif'>Clarkston, WA
99403<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif'>(509)
758-3345<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif'>(509) 758-3314
(fax)<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif'><A><SPAN
style="COLOR: #0563c1">josh@mckarcherlaw.com</SPAN></A></SPAN><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif'><o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif'><A
href="http://www.mckarcherlaw.com"><SPAN
style="COLOR: #0563c1">www.mckarcherlaw.com</SPAN></A><o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif'><o:p></o:p></SPAN> </P>
<DIV>
<DIV
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<P class=MsoNormal><B>From:</B> wsbapt-bounces@lists.wsbarppt.com
<wsbapt-bounces@lists.wsbarppt.com> <B>On Behalf Of </B>Josh
Grant<BR><B>Sent:</B> Thursday, January 21, 2021 3:46 PM<BR><B>To:</B> wsbar
trust <wsbapt@lists.wsbarppt.com><BR><B>Subject:</B> [WSBAPT] Chase bank -
small estate affid.<o:p></o:p></P></DIV></DIV>
<P class=MsoNormal><o:p></o:p> </P>
<DIV>
<DIV>
<DIV>
<P class=MsoNormal><SPAN style="FONT-SIZE: 13.5pt; COLOR: black">My client is a
widow. Her husband owned 2 accounts at Chase Bank. </SPAN><SPAN
style="FONT-SIZE: 14pt; COLOR: black"><o:p></o:p></SPAN></P></DIV>
<DIV>
<P class=MsoNormal><SPAN style="FONT-SIZE: 13.5pt; COLOR: black">We prepared a
claim of successor , estate under $100,000.</SPAN><SPAN
style="FONT-SIZE: 14pt; COLOR: black"><o:p></o:p></SPAN></P></DIV>
<DIV>
<P class=MsoNormal><SPAN style="FONT-SIZE: 13.5pt; COLOR: black">Chase Bank
rejected it because (1) it wasn’t notarized and (2) it wasn’t
certified.</SPAN><SPAN
style="FONT-SIZE: 14pt; COLOR: black"><o:p></o:p></SPAN></P></DIV>
<DIV>
<P class=MsoNormal><SPAN style="FONT-SIZE: 13.5pt; COLOR: black">I added the
notary even though it is a declaration.... and they haven’t been able to explain
to the client what “certified” means.</SPAN><SPAN
style="FONT-SIZE: 14pt; COLOR: black"><o:p></o:p></SPAN></P></DIV>
<DIV>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 14pt; COLOR: black"> <o:p></o:p></SPAN></P></DIV>
<DIV>
<P class=MsoNormal><SPAN style="FONT-SIZE: 13.5pt; COLOR: black">I know when a
PofA under a DPA won’t do what has been asked we can demand action or threaten
attorney fees. Is this possible with small estate affidavit?</SPAN><SPAN
style="FONT-SIZE: 14pt; COLOR: black"><o:p></o:p></SPAN></P></DIV>
<DIV>
<DIV>
<DIV>
<DIV>
<P class=MsoNormal><STRONG><SPAN
style='FONT-SIZE: 18pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #004080'>Joshua
F. Grant</SPAN></STRONG><SPAN
style="FONT-SIZE: 14pt; COLOR: #004080"><BR></SPAN><SPAN
style="FONT-SIZE: 14pt; COLOR: black"><IMG id=Picture_x0020_1
style="HEIGHT: 0.446in; WIDTH: 2.154in" border=0 alt=advocates
src="cid:826EF7D94E184D6584E9493A2747C74E@JoshPC" width=207
height=43></SPAN><SPAN style="FONT-SIZE: 14pt; COLOR: black"><BR></SPAN><SPAN
style="COLOR: #004080">P. O. Box 619<BR>Wilbur, WA 99185<BR>509 647
5578</SPAN><SPAN
style="FONT-SIZE: 14pt; COLOR: black"><o:p></o:p></SPAN></P></DIV></DIV></DIV></DIV></DIV></DIV></DIV>
<P>
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