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Hi Diane,</div>
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I have never started a TEDRA for the discovery process only. If discovery were my only goal, then I would petition the probate court under 11.96A.115.</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 Diane J. Kiepe <DJKiepe@depdslaw.com><br>
<b>Sent:</b> Wednesday, August 23, 2023 9:05 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Probate discovery v. TEDRA discovery</font>
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<p class="x_MsoNormal"><span style="font-size:12.0pt; font-family:"Times New Roman",serif">Bruce and Roger</span></p>
<p class="x_MsoNormal"><span style="font-size:12.0pt; font-family:"Times New Roman",serif"> </span></p>
<p class="x_MsoNormal"><span style="font-size:12.0pt; font-family:"Times New Roman",serif">Am I reading your notes below to indicate you open a TEDRA for the discovery process only? I’d be curious of, in that matter, discovery only, who you provide notice to
as a “interested party”.</span></p>
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<p class="x_MsoNormal"><i><span style="font-family:"Script MT Bold""> </span></i></p>
<p class="x_MsoNormal"><i><span style="font-family:"Script MT Bold"">Diane J. Kiepe</span></i></p>
<p class="x_MsoNormal">Douglas Eden, P.S.</p>
<p class="x_MsoNormal">717 W. Sprague Ave., Suite 1500</p>
<p class="x_MsoNormal">Spokane, WA 99201</p>
<p class="x_MsoNormal"><a href="mailto:djkiepe@depdslaw.com"><span style="color:#0563C1">djkiepe@depdslaw.com</span></a></p>
<p class="x_MsoNormal">509-455-5300</p>
<p class="x_MsoNormal"> </p>
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<p class="x_MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Roger Hawkes<br>
<b>Sent:</b> Saturday, August 19, 2023 7:42 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Probate discovery v. TEDRA discovery</p>
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<p class="x_MsoNormal">I concur.</p>
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<p class="x_MsoNormal"><b>From:</b> <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>>
<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' <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] Probate discovery v. TEDRA discovery</p>
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<p class="x_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. </span></p>
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<p class="x_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. </span></p>
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<p class="x_MsoNormal"><span style="font-size:12.0pt; color:black"> </span></p>
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<p class="x_MsoNormal"><span style="font-size:12.0pt; color:black">Since TEDRA, there is a procedure to ask the court at 11.96A.115.</span></p>
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<p class="x_MsoNormal"><span style="font-size:12.0pt; color:black"> </span></p>
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<p class="x_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.</span></p>
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<p class="x_MsoNormal"><span style="font-size:12.0pt; color:black">So we have a culture gap between practice and authority.</span></p>
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<p class="x_MsoNormal"><span style="font-size:12.0pt; color:black"> </span></p>
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<p class="x_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. </span></p>
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<p class="x_MsoNormal"><span style="font-size:12.0pt; color:black"> Bruce Moen</span></p>
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<p class="x_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> </p>
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<p class="x_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></p>
<p class="x_xmsonormal"><span style="font-size:14.0pt">BUT, in a probate cause – what discovery is allowed?
</span></p>
<p class="x_xmsonormal"><span style="font-size:14.0pt"> </span></p>
<p class="x_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></p>
<p class="x_xmsonormal"><span style="font-size:14.0pt"> </span></p>
<p class="x_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></p>
<p class="x_xmsonormal"><span style="font-size:14.0pt"> </span></p>
<p class="x_xmsonormal"><b><i><span style="font-family:"Arial",sans-serif; color:#1F497D">Dalynne Singleton</span></i></b></p>
<p class="x_xmsonormal"><b><span style="font-family:"Arial",sans-serif; color:#1F497D">Gourley Law Group</span></b></p>
<p class="x_xmsonormal"><b><span style="font-family:"Arial",sans-serif; color:#1F497D">Snohomish Escrow</span></b></p>
<p class="x_xmsonormal"><b><span style="font-family:"Arial",sans-serif; color:#1F497D">The Exchange Connection</span></b></p>
<p class="x_xmsonormal"><span style="font-family:"Arial",sans-serif; color:#1F497D">1002 10<sup>th</sup> Street / PO Box 1091</span></p>
<p class="x_xmsonormal"><span style="font-family:"Arial",sans-serif; color:#1F497D">Snohomish, WA 98291</span></p>
<p class="x_xmsonormal"><span style="font-family:"Arial",sans-serif; color:#1F497D">360.568.5065</span></p>
<p class="x_xmsonormal"><span style="font-family:"Arial",sans-serif; color:#1F497D">360.568.8092 fax</span></p>
<p class="x_xmsonormal"><a href="mailto:dalynne@glgmail.com" target="_blank"><span style="font-family:"Arial",sans-serif">dalynne@glgmail.com</span></a></p>
<p class="x_xmsonormal"><u><span style="font-family:"Arial",sans-serif; color:#0563C1">Website:
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