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At common law, there is no discovery in a probate. You start with only in rem jurisdiction to administer assets. </div>
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That said, many lawyers do issue subpoenas to banks, etc and no one seems to care. </div>
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Since TEDRA, there is a procedure to ask the court at 11.96A.115.</div>
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But even so, many lawyers just go ahead and issue discovery to banks and similar. The banks respond and don't seem to object.</div>
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So we have a culture gap between practice and authority.</div>
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I'm conservative and follow the rules (instead of common practice) because so much of my practice involves disputes. </div>
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Bruce Moen</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 Dalynne Singleton <dalynne@glgmail.com><br>
<b>Sent:</b> Thursday, August 17, 2023 11:05 AM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Probate discovery v. TEDRA discovery</font>
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<p class="x_MsoNormal"><font size="4" face="Calibri"><span style="font-size:14.0pt">I have reviewed RCW 11 and 11.96A and I know and have done discovery in TEDRA as discovery is allowed which encompasses subpoena powers, issuing subpoena duces tecum, deposition,
interrogatories, etc.</span></font></p>
<p class="x_MsoNormal"><font size="4" face="Calibri"><span style="font-size:14.0pt">BUT, in a probate cause – what discovery is allowed?<span style="">
</span></span></font></p>
<p class="x_MsoNormal"><font size="4" face="Calibri"><span style="font-size:14.0pt"> </span></font></p>
<p class="x_MsoNormal"><font size="4" face="Calibri"><span style="font-size:14.0pt">In probate (not TEDRA), I have had occasion to issue a SDT to a bank and send to all counsel/heirs to object under CR 45.<span style="">
</span>If no objection, then I issue the SDT and get bank records, usually to discover if JWROS, TOD accounts, access to bank records of decedent, etc.<span style="">
</span>I remember awhile back, someone posted authority that they believed there is no discovery allowed in probate w/o court order but can’t find that old post.</span></font></p>
<p class="x_MsoNormal"><font size="4" face="Calibri"><span style="font-size:14.0pt"> </span></font></p>
<p class="x_MsoNormal"><font size="4" face="Calibri"><span style="font-size:14.0pt">Anyone have an opinion on this issue and how you approach needing records in a probate cause?</span></font></p>
<p class="x_MsoNormal"><font size="4" face="Calibri"><span style="font-size:14.0pt"> </span></font></p>
<p class="x_MsoNormal"><b><i><font size="2" color="#1f497d" face="Arial"><span style="font-size:11.0pt; font-family:"Arial",sans-serif; color:#1F497D; font-weight:bold; font-style:italic">Dalynne Singleton</span></font></i></b><span style=""></span></p>
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