<div dir="ltr">I recently had an executor in California and Chase bank made them come to Washington to open an estate bank account, even though it is a national bank! I have never had that issue before. Now I am encouraging all out of state executors to plan to be in town long enough to get the Letters and open an estate bank account before they leave. <div><br clear="all"><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div>Jamia S. Burns<br> Attorney at Law<br> (360) 739-6379</div><div style="font-size:12.8px">Office: 1200 Dupont St., Suite 1-D</div><div><span style="font-size:12.8px">Bellingham, WA 98225 (By Appointment Only)</span></div><div><font color="#000000"><font color="#000000"><a href="mailto:jamia@jamiaburnslaw.com" target="_blank">jamia@jamiaburnslaw.com</a></font></font></div><div><font color="#000000"><a href="http://www.jamiaburnslaw.com" target="_blank">www.jamiaburnslaw.com</a></font></div><div><br></div><div><span style="font-family:Arial;font-size:8pt;background-color:rgb(255,255,255)">NOTICE: This e-mail may contain confidential or privileged material and is intended for use solely by the above-referenced recipient. Any review, copying, printing, disclosure, distribution, or other use by any other person or entity is strictly prohibited. If you are not the named recipient, or believe you have received this e-mail in error, please reply to the sender and delete the copy you received. Thank you.<br></span></div></div></div></div></div></div></div></div><br></div></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Thu, Apr 13, 2023 at 11:15 AM Philip N. Jones <<a href="mailto:pjones@duffykekel.com">pjones@duffykekel.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"><div class="msg-155045798207411320">
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<p class="MsoNormal"><span style="font-size:14pt;font-family:"Times New Roman",serif">Does anyone know why banks are taking that position?<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt;font-family:"Times New Roman",serif">Phil Jones<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt;font-family:"Times New Roman",serif"><u></u> <u></u></span></p>
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<p class="MsoNormal"><span style="font-size:14pt;font-family:"Times New Roman",serif">Philip N. Jones<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt;font-family:"Times New Roman",serif">Duffy Kekel LLP<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt;font-family:"Times New Roman",serif">900 S.W. Fifth Ave. Suite 2500<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt;font-family:"Times New Roman",serif">Portland, OR 97204<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt;font-family:"Times New Roman",serif"><a href="mailto:pjones@duffykekel.com" target="_blank"><span style="color:rgb(5,99,193)">pjones@duffykekel.com</span></a><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt;font-family:"Times New Roman",serif">(503) 226-1371 – office<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt;font-family:"Times New Roman",serif">(503) 853-1482 – cell<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:14pt;font-family:"Times New Roman",serif">(503) 226-3574 - fax<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:14pt;font-family:"Times New Roman",serif"><u></u> <u></u></span></p>
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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>Megan S. Farr<br>
<b>Sent:</b> Thursday, April 13, 2023 9:59 AM<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] PR Authority In Other State<u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Same. In such cases we advise the client to open an estate account with a bank that operates in WA and also the state they reside, but to actually go to a branch in WA to do so.
<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal"><b><span style="color:rgb(89,89,89)">Megan S. Farr</span></b><span style="color:rgb(89,89,89)"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:9pt;color:rgb(89,89,89)">Member |<i> </i>
</span><b><span style="font-size:9pt;color:rgb(174,179,73)">Farr Law Group, </span></b><b><span style="font-size:8pt;color:rgb(174,179,73)">PLLC</span></b><b><span style="font-size:9pt;color:rgb(174,188,79)">
</span></b><span style="color:rgb(174,188,79)"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:9pt;color:rgb(89,89,89)">1110 Stevenson Avenue, Ste. 100 | P.O. Box 890 | Enumclaw, WA 98022-0890</span><span style="color:rgb(89,89,89)"><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:9pt;color:rgb(89,89,89)">360.825.6581 (o) | 360.825.0780 (f)
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:9pt;color:rgb(89,89,89)"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:8pt;color:rgb(89,89,89)">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.<u></u><u></u></span></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<div style="border-right:none;border-bottom:none;border-left:none;border-top:1pt solid rgb(225,225,225);padding:3pt 0in 0in">
<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>Heather de Vrieze<br>
<b>Sent:</b> Thursday, April 13, 2023 8:48 AM<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] PR Authority In Other State<u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><span style="font-size:12pt">Jacob,<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt">I have found that my Oregon PRs have to open estate accounts in Washington, either when they are in town dealing with the estate anyway, or a special trip into Vancouver.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt">Heather<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt"><u></u> <u></u></span></p>
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<p class="MsoNormal"><span style="font-size:16pt;font-family:"Vladimir Script";color:rgb(31,73,125)">Heather S. de Vrieze</span><b><span style="font-size:16pt;color:rgb(31,73,125)"><br>
</span></b><i><span style="font-family:Garamond,serif;color:rgb(31,73,125)">Attorney-at-Law<u></u><u></u></span></i></p>
<p class="MsoNormal"><i><span style="font-family:Garamond,serif;color:rgb(31,73,125)"><img border="0" width="189" height="105" style="width: 1.9687in; height: 1.0937in;" id="m_-155045798207411320Picture_x0020_1" src="cid:1877c85d8e94ce8e91"></span></i><i><span style="font-size:12pt;font-family:Garamond,serif;color:rgb(31,73,125)"><u></u><u></u></span></i></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Nyala;color:rgb(68,82,78)">3909 California Avenue SW<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Nyala;color:rgb(68,82,78)">Seattle, WA 98116-3705
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:Nyala;color:rgb(68,82,78)">(206)938-5500
<u></u><u></u></span></p>
<p class="MsoNormal"><a href="mailto:heatherd@westseattlelaw.com" target="_blank"><span style="font-size:10pt;font-family:Nyala;color:rgb(68,82,78)">heatherd@westseattlelaw.com</span></a><span style="font-size:10pt;font-family:Nyala;color:rgb(68,82,78)">
<u></u><u></u></span></p>
<p class="MsoNormal"><a href="http://www.westseattlelaw.com/" target="_blank"><span style="font-size:10pt;font-family:Nyala;color:rgb(68,82,78)">www.westseattlelaw.com</span></a><span style="font-size:10pt;font-family:Nyala;color:rgb(68,82,78)">
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<p class="MsoNormal"><b><span style="font-size:9pt;font-family:Arial,sans-serif;color:rgb(0,46,138)">Click here to connect with de Vrieze | Carney on Facebook:
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<p class="MsoNormal"><span style="font-size:8pt;color:rgb(166,166,166)">CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information. If you have received this e-mail in error, please notify the sender immediately
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<p class="MsoNormal"><span style="font-size:12pt"><u></u> <u></u></span></p>
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<div style="border-right:none;border-bottom:none;border-left:none;border-top:1pt solid rgb(225,225,225);padding:3pt 0in 0in">
<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>Jacob Menashe<br>
<b>Sent:</b> Wednesday, April 12, 2023 5:21 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> [WSBAPT] PR Authority In Other State<u></u><u></u></p>
</div>
</div>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">A branch of a large national bank in Oregon is saying before they’ll open an estate account they want a letter from the PR’s lawyer (me) saying the Washington court authority is enforceable in Oregon. Has anybody dealt with this? I’ve heard
rumblings of this before, and we solved it a different way, but I figured folks out there have faced this issue and may have words of wisdom for me. (I likely won’t see replies when sent because I’m out of the country and 10 hours ahead, but that doesn’t mean
responses won’t be appreciated!) <u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Thanks!<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Jacob<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal">Jacob H. Menashe<u></u><u></u></p>
<p class="MsoNormal">Hickman Menashe, PS<u></u><u></u></p>
<p class="MsoNormal">4211 Alderwood Mall Blvd., Suite 204<u></u><u></u></p>
<p class="MsoNormal">Lynnwood, WA 98036<u></u><u></u></p>
<p class="MsoNormal">(425) 744-5658 phone<u></u><u></u></p>
<p class="MsoNormal">(425) 744-6078 fax<u></u><u></u></p>
<p class="MsoNormal">Satellite Office in Bellevue<u></u><u></u></p>
<p class="MsoNormal"><a href="http://www.hickmanmenashe.com/" target="_blank"><span style="color:windowtext">www.hickmanmenashe.com</span></a><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:10pt;font-family:"Times New Roman",serif"><u></u> <u></u></span></p>
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