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I’m having just the opposite experience the PR fortunately is also the surviving joint tenant on the bank accounts with mom who is deceased, but the bank is requiring that my client get letters even though she is the surviving joint tenant. This is a relatively
large estate so we were going to have to get letters in any event. <br>
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<div dir="ltr">Bryce H. Dille
<div>Dille Law, PLLC</div>
<div>Office: 360-350-0270</div>
<div>Cell: 253-579-5561<br>
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<div>** Please note that I use the dictation feature of my iPhone and that sometimes everything I say does not get properly translated**</div>
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<blockquote type="cite">On Apr 11, 2023, at 1:48 PM, Jenna Brozik <Jenna@prinzandbrozik.com> wrote:<br>
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<p class="MsoNormal">Hello list mates, <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">According to RCW 30A.22.100 (2) funds belonging to deceased depositor which remain on deposit in a joint account without right of survivorship belong to the depositor’s estate, unless the depositor has also designated a trust or P.O.D.
account beneficiary. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Client’s father passed away and daughter (client) was appointed PR in the will. Probate has opened and the bank will not give the PR access to decedent’s joint bank account he held with his domestic partner. The bank account is not joint
with right of survivorship. Isn’t the estate entitled to ½ the funds in that joint account? Bank is not cooperating…
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Any suggestions?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-family:"Lucida Calligraphy"">Jenna Brozik<o:p></o:p></span></p>
<p class="MsoNormal"><i><span style="font-family:"Calibri Light",sans-serif">Managing Attorney<o:p></o:p></span></i></p>
<p class="MsoNormal"><b><span style="font-family:"Calibri Light",sans-serif;color:#222222">PRINZ & BROZIK PLLC</span></b><span style="font-family:"Calibri Light",sans-serif;color:#222222"><br>
445 S. Grand Avenue<br>
Pullman, WA 99163<br>
509-338-0908 Telephone<br>
509-338-3527 Facsimile</span><span style="font-family:"Calibri Light",sans-serif"><o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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