<div dir="ltr"><div class="gmail_default" style="font-size:large">Great Info Paul!</div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Tue, Mar 22, 2022 at 6:40 AM Paul Neumiller <<a href="mailto:pneumiller@hotmail.com">pneumiller@hotmail.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-size:12pt;font-family:"Times New Roman",serif">With the caveat that I have neither done this nor researched it, I was present in the Island County Law and Motion calendar yesterday and an attorney motioned the court
 for a show cause hearing for an opened probate against a local bank because the local bank refused to talk to him regarding a decedent’s account when the attorney was the PR.  The court set the show cause hearing for two weeks. 
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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>Jayne Gilbert<br>
<b>Sent:</b> Monday, March 21, 2022 7:07 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> Re: [WSBAPT] USAA won't provide statements or acct information to Administrator<u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:18pt">What has worked for me in WA, CA, and Canada is to send a certified <u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:18pt">demand to the Bank's registered agent and advise that attorney fees <u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:18pt">and costs will be assessed, especially if a trip to court should prove necessary.<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:18pt">So far, so good. Interested in any other methods that have worked.<u></u><u></u></span></p>
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<p class="MsoNormal">On Mon, Mar 21, 2022 at 5:45 PM Laurel Brown <<a href="mailto:laurel.brown8385@gmail.com" target="_blank">laurel.brown8385@gmail.com</a>> wrote:<u></u><u></u></p>
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<p class="MsoNormal">As I recall, this issue comes up from time to time, both with respect to institutional non-compliance with DPOA and Personal Representative authority.<u></u><u></u></p>
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<p class="MsoNormal">I have had this issue come up in the past.  The first time, I was instructed by the GREAT Professor James Brown to write the institution, address RCW 11.125.200, then follow with RCW 11.125.200 (1) (b):<u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:12pt;font-family:Arial,sans-serif">Please note that pursuant to RCW 11.125.200 (1) (b), you have five (5) business days from the date you receive this certification to accept the power of attorney.  Your failure
 to accept the power of attorney appointment within that time will subject Bank of America to court action to compel acceptance and reasonable attorney’s fees. </span><u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:12pt;font-family:Arial,sans-serif">In my small world, this has worked every time.  With B of A, I hand delivered the letter to the branch manager in question.  Within four hours, she called my client to come in
 to obtain full access to the account in question.</span><u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:12pt;font-family:Arial,sans-serif">Best,</span><u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:12pt;font-family:Arial,sans-serif">Laurel</span><u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:12pt;font-family:Arial,sans-serif">PS - Another thank you to the Great Professor James Brown!</span><u></u><u></u></p>
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<p class="MsoNormal">On Mon, Mar 21, 2022 at 4:46 PM Laura Latta <<a href="mailto:laura@lauralatta.com" target="_blank">laura@lauralatta.com</a>> wrote:<u></u><u></u></p>
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<p class="MsoNormal">I am dealing with a similar issue with another institution. Would love to hear how others have handled this situation.<u></u><u></u></p>
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<p class="MsoNormal">On Fri, Mar 18, 2022 at 10:52 AM Dalynne Singleton <<a href="mailto:dalynne@glgmail.com" target="_blank">dalynne@glgmail.com</a>> wrote:<u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:14pt">I have an estate in which USAA continues to refuse to respond to subpoena duces tecum and letters to get statements although USAA acknowledges the
 decedent had an account with them.</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:14pt">What have others done to get these statements when the bank refuses to provide to Administrator?  It appears the decedent had online banking and no
 statements are being mailed to his former address.  Administrator forwarded mail to her own address and has received no statements from USAA.  It refuses to close account and pay monies to new Estate account.</span><u></u><u></u></p>
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<p class="MsoNormal"><b><i><span style="font-size:12pt;font-family:Arial,sans-serif;color:rgb(31,73,125)">Dalynne Singleton</span></i></b><u></u><u></u></p>
<p class="MsoNormal"><b><span style="font-size:12pt;font-family:Arial,sans-serif;color:rgb(31,73,125)">Gourley Law Group</span></b><u></u><u></u></p>
<p class="MsoNormal"><b><span style="font-size:12pt;font-family:Arial,sans-serif;color:rgb(31,73,125)">Snohomish Escrow</span></b><u></u><u></u></p>
<p class="MsoNormal"><b><span style="font-size:12pt;font-family:Arial,sans-serif;color:rgb(31,73,125)">The Exchange Connection</span></b><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:Arial,sans-serif;color:rgb(31,73,125)">1002 10<sup>th</sup> Street / PO Box 1091</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:Arial,sans-serif;color:rgb(31,73,125)">Snohomish, WA 98291</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:Arial,sans-serif;color:rgb(31,73,125)">360.568.5065</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:12pt;font-family:Arial,sans-serif;color:rgb(31,73,125)">360.568.1717  fax</span><u></u><u></u></p>
<p class="MsoNormal"><u><span style="font-size:12pt;font-family:Arial,sans-serif;color:rgb(5,99,193)"><a href="mailto:dalynne@glgmail.com" target="_blank"><span style="color:rgb(5,99,193)">dalynne@glgmail.com</span></a></span></u><u></u><u></u></p>
<p class="MsoNormal"><u><span style="font-size:12pt;font-family:Arial,sans-serif;color:rgb(5,99,193)">Website: 
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<b><span style="font-family:Georgia,serif;color:rgb(69,129,142)">Laura Latta<br>
Law Office of Laura Latta PLLC</span></b><u></u><u></u></p>
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<span style="font-family:Georgia,serif;color:rgb(102,102,102)">she/her</span><u></u><u></u></p>
<p style="margin:0in;line-height:13.15pt;background-image:initial;background-position:initial;background-repeat:initial">
<span style="font-family:Georgia,serif;color:rgb(102,102,102)">Phone (206) 841-2344</span><u></u><u></u></p>
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<span style="font-family:Georgia,serif;color:rgb(102,102,102)">Kirkland, WA 98033</span><u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">-- <u></u><u></u></p>
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<p class="MsoNormal">Laurel Brown<u></u><u></u></p>
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<p class="MsoNormal"><i>Attorney and Counselor at Law</i><u></u><u></u></p>
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<p class="MsoNormal"><i>5071 SW Waite St.</i><u></u><u></u></p>
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<p class="MsoNormal"><i>Seattle, WA  98116</i><u></u><u></u></p>
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<p class="MsoNormal"><i><a href="mailto:info@lbrownlaw.com" target="_blank">info@lbrownlaw.com</a></i><u></u><u></u></p>
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<p class="MsoNormal"><i>425-361-6286</i><u></u><u></u></p>
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