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<p class="MsoNormal">I concur.<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>Bruce Moen<br>
<b>Sent:</b> Thursday, August 17, 2023 11:42 AM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Probate discovery v. TEDRA discovery<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">At common law, there is no discovery in a probate. You start with only in rem jurisdiction to administer assets. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">That said, many lawyers do issue subpoenas to banks, etc and no one seems to care. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Since TEDRA, there is a procedure to ask the court at 11.96A.115.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">But even so, many lawyers just go ahead and issue discovery to banks and similar. The banks respond and don't seem to object.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">So we have a culture gap between practice and authority.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">I'm conservative and follow the rules (instead of common practice) because so much of my practice involves disputes. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"> Bruce Moen<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="color:black">From:</span></b><span style="color:black">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> on behalf of Dalynne Singleton <<a href="mailto:dalynne@glgmail.com">dalynne@glgmail.com</a>><br>
<b>Sent:</b> Thursday, August 17, 2023 11:05 AM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Probate discovery v. TEDRA discovery</span> <o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="xmsonormal"><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><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt">BUT, in a probate cause – what discovery is allowed?
</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt"> </span><o:p></o:p></p>
<p class="xmsonormal"><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. 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. 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><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt"> </span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt">Anyone have an opinion on this issue and how you approach needing records in a probate cause?</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-size:14.0pt"> </span><o:p></o:p></p>
<p class="xmsonormal"><b><i><span style="font-family:"Arial",sans-serif;color:#1F497D">Dalynne Singleton</span></i></b><o:p></o:p></p>
<p class="xmsonormal"><b><span style="font-family:"Arial",sans-serif;color:#1F497D">Gourley Law Group</span></b><o:p></o:p></p>
<p class="xmsonormal"><b><span style="font-family:"Arial",sans-serif;color:#1F497D">Snohomish Escrow</span></b><o:p></o:p></p>
<p class="xmsonormal"><b><span style="font-family:"Arial",sans-serif;color:#1F497D">The Exchange Connection</span></b><o:p></o:p></p>
<p class="xmsonormal"><span style="font-family:"Arial",sans-serif;color:#1F497D">1002 10<sup>th</sup> Street / PO Box 1091</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-family:"Arial",sans-serif;color:#1F497D">Snohomish, WA 98291</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-family:"Arial",sans-serif;color:#1F497D">360.568.5065</span><o:p></o:p></p>
<p class="xmsonormal"><span style="font-family:"Arial",sans-serif;color:#1F497D">360.568.8092 fax</span><o:p></o:p></p>
<p class="xmsonormal"><a href="mailto:dalynne@glgmail.com" target="_blank"><span style="font-family:"Arial",sans-serif">dalynne@glgmail.com</span></a><o:p></o:p></p>
<p class="xmsonormal"><u><span style="font-family:"Arial",sans-serif;color:#0563C1">Website:
</span></u><a href="http://www.glglawgroup.com/" target="_blank"><span style="font-family:"Arial",sans-serif;color:blue">www.glglawgroup.com</span></a><o:p></o:p></p>
<p class="xmsonormal"><span style="font-family:"Arial",sans-serif">Attorney/client meetings will be handled by teleconference or virtually whenever possible. If you would like to set a telephone conference, zoom, or in person meeting, please call or email
one my paralegals <a href="mailto:selina@glgmail.com"><span style="color:blue">selina@glgmail.com</span></a> or
<a href="mailto:elle@glgmail.com"><span style="color:blue">elle@glgmail.com</span></a>. My legal assistant can be reached at
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<a href="mailto:anna@glgmail.com"><span style="color:blue">anna@glgmail.com</span></a>.</span><o:p></o:p></p>
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