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<div dir="ltr">Steve’s reply is right on. As a related side note for those who might care: I do not file pleadings as a first step in a probate matter. <span style="font-size: inherit;">I first collect real property records and key asset records — especially
for married females, frankly — to capture the universe of name variations involved. </span></div>
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<div dir="ltr"><span style="font-size: inherit;">I then caption the probate pleadings with the correct legal name followed by as many A/K/A phrases as needed to cover my bases for title companies and financial institutions. (The latter understandably don’t
have time to memorize 50 states’ probate codes, but also display a surprising unwillingness to read even one line of text plain English from just one state’s probate code!)</span></div>
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<div dir="ltr">It works beautifully. They see “their” name variation on a court pleading signed by a judge — and they move to the next issue they can use to prevent progress, ha ha! </div>
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<div dir="ltr">I think for these institutions, every little detail we can think of and remove from the equation by “planning before pleading” is highly conducive to our and our clients’ mental health! ;)</div>
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<div dir="ltr">All my best, Josh </div>
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<div style="direction: ltr;">Joshua D. McKarcher</div>
<div style="direction: ltr;">McKarcher Law PLLC</div>
<div style="direction: ltr;">537 6th Street</div>
<div style="direction: ltr;">Clarkston, WA 99403</div>
<div style="direction: ltr;">(509) 758-3345</div>
<div style="direction: ltr;">(509) 758-3314 (fax)</div>
<div style="direction: ltr;">josh@mckarcherlaw.com</div>
<div style="direction: ltr; text-align: left;" dir="auto"><a href="http://www.mckarcherlaw.com" style="">www.mckarcherlaw.com</a><span style="caret-color: rgb(33, 33, 33); font-family: -apple-system, HelveticaNeue; background-color: rgb(255, 255, 255); display: inline !important;"></span></div>
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<div id="divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" style="font-size:11pt" color="#000000"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Steve Nicol <nicolste13@msn.com><br>
<b>Sent:</b> Thursday, August 18, 2022 1:58:45 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Bank wants Decedent's Social Card</font>
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<div dir="auto">Josh,
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<div>I had a similar problem with a bank a few years ago. I simply filed a TEDRA Petition and a Motion to Show Cause why the bank should be allowed to interfere with the PR’s duty to gather the assets of the Estate. RCW 11.48 et al covers the powers and duties
of the estate.
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<div>The judge ordered them to release the assets and awarded costs and fees under my motion.</div>
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<div>Steve<br>
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<div dir="ltr">Sent from my iPhone</div>
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<blockquote type="cite">On Aug 18, 2022, at 12:48 PM, Joshua Grant <jgrant@advocateslg.com> wrote:<br>
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<p class="x_MsoNormal"><a name="x_OLE_LINK1"></a><a name="x_OLE_LINK2"><span style="">National Bank was given decedent’s death certificate. It has all three of her names.</span></a></p>
<p class="x_MsoNormal"><span style=""><span style="">She owned a CD at the bank. It was taken out in decedent’s Middle Name (which is what she commonly used) and her last name.</span></span></p>
<p class="x_MsoNormal"><span style=""><span style="">Bank says they need decedent’s social security card, so they know who the owner was with all 3 names showing.
</span></span></p>
<p class="x_MsoNormal"><span style=""><span style="">The social security card was destroyed, and social security will not issue a new card to a dead person.</span></span></p>
<p class="x_MsoNormal"><span style=""><span style=""> </span></span></p>
<p class="x_MsoNormal"><span style=""><span style="">I would think both the death certificate (which shows the social security number) and the Letters Testamentary issued by husband would be enough. Any statute that I can make a demand under?</span></span></p>
<p class="x_MsoNormal"><span style=""><span style=""> </span></span></p>
<p class="x_MsoNormal"><span style=""><span style="">Josh</span></span></p>
<p class="x_MsoNormal"><span style=""><span style=""> </span></span></p>
<p class="x_MsoNormal"><span style=""><span style=""><b><span style="font-size:18.0pt; color:#004080">Joshua F. Grant</span></b></span></span><span style=""><span style=""><span style="font-size:14.0pt; color:#004080"><br>
</span></span></span><span style=""><span style=""><span style="font-size:14.0pt; color:black"><img width="166" height="34" id="x_Picture_x0020_2" alt="image001.png" src="cid:image001.png@01D8B2FF.C13E2670" style="width:1.725in; height:.3583in"><br>
</span></span></span><span style=""><span style=""><span style="color:#004080">P. O. Box 619<br>
Wilbur, WA 99185<br>
509 647 5578</span></span></span></p>
<p class="x_MsoNormal"><span style=""><span style=""><span style="color:#004080">jgrant@advocateslg.com</span></span></span><span style="color:#004080"></span></p>
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