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<p class="MsoNormal">Let KeyBank know you will be requesting the court to order KeyBank to pay your client’s fees to get something that is not legally necessary – only necessary to satisfy their internal policy. They may change their tune.
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b><span style="color:#595959">Megan S. Farr</span></b><span style="color:#595959"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:#595959">Member |<i> </i>
</span><b><span style="font-size:9.0pt;color:#AEB349">Farr Law Group, </span></b><b><span style="font-size:8.0pt;color:#AEB349">PLLC</span></b><b><span style="font-size:9.0pt;color:#AEBC4F">
</span></b><span style="color:#AEBC4F"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:#595959">1110 Stevenson Avenue, Ste. 100 | P.O. Box 890 | Enumclaw, WA 98022-0890</span><span style="color:#595959"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:#595959">360.825.6581 (o) | 360.825.0780 (f)
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:9.0pt;color:#595959"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:#595959">This communication is intended only for the above-named recipient. It might contain information that is subject to the attorney-client privilege and/or is otherwise confidential. If you are
not the intended recipient, please immediately notify the above-named sender.<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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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>Brent Williams-Ruth<br>
<b>Sent:</b> Friday, August 26, 2022 7:51 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Problem with KeyBank IRA<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Not knowing the answer but tossing the idea out - <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">is it possible to still log into the social security portal to get a screen grab/print showing the name? Otherwise, I agree with Diane that getting a simple ex-parte order saying Susan Smith
is really Rebecca Susan Smith and ordering Key Bank to stop being jerks and transfer the money. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Yes - I am that petty, I look for slight and subtle ways for the Court order to point out how ridiculous they are....all within the bounds of the RPC's and applicable laws, of course. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">This is one of those things that drives me nuts about our laws - they are toothless to people/entities that fail to follow them which requires the individual and their attorney to waste time
and money even though the law is on your side. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Good luck to you!!<o:p></o:p></span></p>
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<p><b><span style="font-family:"Times New Roman",serif">Brent Williams-Ruth</span></b><span style="font-family:"Times New Roman",serif"> (pronouns: he/him)<br>
<i>Attorney-At-Law</i></span><o:p></o:p></p>
<p><b><span style="font-family:"Times New Roman",serif">Law Offices of Brent Williams-Ruth, </span></b><b><span style="font-size:7.5pt;font-family:"Times New Roman",serif">a division of BWR Consulting, PLLC</span></b><o:p></o:p></p>
<p><b><span style="font-family:"Times New Roman",serif">Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003</span></b><o:p></o:p></p>
<p><b><span style="font-family:"Times New Roman",serif;color:red">**EFFECTIVE IMMEDIATELY**</span></b><b><span style="font-family:"Times New Roman",serif"> All mail sent through the USPS should be sent to the following address: PO BOX 3319; Federal Way, WA
98063 </span></b><o:p></o:p></p>
<p><span style="font-family:"Times New Roman",serif">Office/Scheduling Phone:<span style="color:#004080"> </span><span style="color:red">(253) 285-7751</span></span><o:p></o:p></p>
<p><span style="font-family:"Times New Roman",serif">Direct:<span style="color:red"> (253) 285-7453</span></span><o:p></o:p></p>
<p><span style="font-family:"Times New Roman",serif"><a href="mailto:Brent@Williams-RuthLaw.com" target="_blank">e-mail</a> / <a href="http://www.williams-ruthlaw.com/" target="_blank">website</a> /</span><span style="font-size:9.5pt;font-family:"Times New Roman",serif"> </span><span style="font-family:"Times New Roman",serif"><a href="http://www.facebook.com/bwrlaw" target="_blank"><span style="font-size:9.5pt">facebook</span></a></span><span style="font-size:9.5pt;font-family:"Times New Roman",serif"> / </span><o:p></o:p></p>
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<p class="MsoNormal">On Thu, Aug 25, 2022 at 10:35 PM Diane J. Kiepe <<a href="mailto:DJKiepe@depdslaw.com">DJKiepe@depdslaw.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal">Sadly <o:p></o:p></p>
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<p class="MsoNormal">Despite common sense, Key bank will likely only accept a court order.<o:p></o:p></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">I would think you could get it ex parte with a declaration from surviving spouse as to facts of names belonging to one person <o:p></o:p></p>
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<p class="MsoNormal">Sent from my iPhone<o:p></o:p></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt">On Aug 25, 2022, at 2:29 PM, Joshua Grant <<a href="mailto:jgrant@advocateslg.com" target="_blank">jgrant@advocateslg.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><a name="m_8531190846548617919_OLE_LINK2"></a><a name="m_8531190846548617919_OLE_LINK1"></a><span style="mso-bookmark:m_8531190846548617919_OLE_LINK2">My client is PR of an estate
of his wife. One asset is an IRA at KeyBank in decedent’s middle and last name only. Not uncommonly, decedent generally went by her middle and last name. When she invested $$ in this IRA she used her Middle and Last Name. Surviving Spouse is the beneficiary.
KeyBank asked for a copy of her Social Security card because the death certificate has first middle and last name (which would match the death certificate). No social security card exists and social security won’t issue a new one to a dead person. Bank insists
on a copy of a social security card I guess so that they can see all 3 names of decedent, notwithstanding they have a death certificate and letters testamentary, each of which has all 3 names.</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Suggestions?<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b><span style="font-size:18.0pt;color:#004080">Joshua F. Grant</span></b><span style="font-size:14.0pt;color:#004080"><br>
</span><span style="font-size:14.0pt;color:black"><img border="0" width="166" height="34" style="width:1.7291in;height:.3541in" id="gmail-m_8531190846548617919Picture_x0020_2" src="cid:image001.png@01D8B927.738EC870" alt="image001.png"></span><span style="font-size:14.0pt;color:black"><br>
</span><span style="color:#004080">P. O. Box 619<br>
Wilbur, WA 99185<br>
509 647 5578</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:#004080"><a href="mailto:jgrant@advocateslg.com" target="_blank">jgrant@advocateslg.com</a></span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<p class="MsoNormal">***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***<br>
_______________________________________________<br>
WSBAPT mailing list<br>
<a href="mailto:WSBAPT@lists.wsbarppt.com" target="_blank">WSBAPT@lists.wsbarppt.com</a><br>
<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></p>
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<p class="MsoNormal">***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***<br>
_______________________________________________<br>
WSBAPT mailing list<br>
<a href="mailto:WSBAPT@lists.wsbarppt.com" target="_blank">WSBAPT@lists.wsbarppt.com</a><br>
<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" target="_blank">http://mailman.fsr.com/mailman/listinfo/wsbapt</a><o:p></o:p></p>
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