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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">Chris – your patience is admirable.
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif;mso-ligatures:standardcontextual">Regards,</span><span style="font-size:16.0pt;font-family:"Times New Roman",serif"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif;mso-ligatures:standardcontextual">Mark<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif;mso-ligatures:standardcontextual">Mark C. Vohr, J.D. CPGC<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif;mso-ligatures:standardcontextual">Ohana Fiduciary Corporation<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif;mso-ligatures:standardcontextual">A Washington Trust Company<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif;mso-ligatures:standardcontextual">155 NE 100<sup>th</sup> St., Suite 209<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif;mso-ligatures:standardcontextual">Seattle, WA 98125<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif;mso-ligatures:standardcontextual">Telephone: (206) 782-1189<o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Christopher Neil<br>
<b>Sent:</b> Tuesday, December 10, 2024 5:14 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Bank hoops<o:p></o:p></span></p>
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<p class="MsoNormal">This is a problem, for sure. <o:p></o:p></p>
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<p class="MsoNormal">Rather than make a big fuss (my letter and phone calls were rebuffed), I filed this petition and got this order in July of this year to get old records from Key Bank (unlike Eric, I AM naming names here…). <o:p></o:p></p>
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<p class="MsoNormal">It worked like a charm and was relatively low cost to the client. <o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-size:10.5pt;font-family:"Verdana",sans-serif;color:black">Chris Neil</span></b><span style="font-size:10.5pt;font-family:"Verdana",sans-serif;color:black"> | Attorney | Neil & Neil, P.S.</span><span style="color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Verdana",sans-serif;color:black">5302 Pacific Avenue, Tacoma, WA 98408 |
<a href="mailto:Chris.Neil@NeilLaw.com">Chris.Neil@NeilLaw.com</a><br>
(253)475-8600 | f:(253)473-5746</span><span style="font-size:10.5pt;font-family:"Verdana",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="xapple-style-span"><i><span style="font-size:7.5pt;font-family:"Verdana",sans-serif;color:#4F7A28">So that you know: This email address </span></i></span><i><span style="font-size:7.5pt;font-family:"Verdana",sans-serif;color:#4F7A28">is not
continuously monitored. So, if your matter is urgent, please phone my office.</span></i><span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><i><span style="font-size:7.5pt;font-family:"Verdana",sans-serif;color:#4F7A28">Also, this message is not encrypted. Therefore, it may not be secure.</span></i><span style="font-size:7.5pt;font-family:"Verdana",sans-serif;color:#4F7A28"> This
message and attachments are confidential and may contain privileged information. If you are not the intended recipient, please notify the sender immediately by email or 253-475-8600 and delete this message from your information system. Further use, disclosure,
or copying of information in this email is not authorized, and receipt by anyone other than the named recipient is not a waiver of any attorney-client, work product, or other applicable privilege; or other confidentiality protections. Thank you. </span><span style="font-size:10.5pt;font-family:"Arial",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal">On Dec 10, 2024, at 4:57<span style="font-family:"Arial",sans-serif"> </span>PM, Mark Vohr <<a href="mailto:mcv@ohanafc.com">mcv@ohanafc.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">I get that – we fight these battles all the time. Some bozo in another jurisdiction who has been out of law school for two minutes interpreting these “rules.” Good news
is that the courts know it and will usually award attorney fees. It makes it worth the effort to write that letter you are comfortable having the commissioner read. </span><span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">Regards,</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">Mark</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">Mark C. Vohr, J.D. CPGC</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">Ohana Fiduciary Corporation</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">A Washington Trust Company</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">155 NE 100<sup>th</sup><span class="xapple-converted-space"> </span>St., Suite 209</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">Seattle, WA 98125</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">Telephone: (206) 782-1189</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span class="xapple-converted-space"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> </span></span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style="color:#467886">wsbapt-bounces@lists.wsbarppt.com</span></a><span class="xapple-converted-space"> </span><<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style="color:#467886">wsbapt-bounces@lists.wsbarppt.com</span></a>><span class="xapple-converted-space"> </span><b>On
Behalf Of<span class="xapple-converted-space"> </span></b>Eric Nelsen<br>
<b>Sent:</b><span class="xapple-converted-space"> </span>Tuesday, December 10, 2024 4:47 PM<br>
<b>To:</b><span class="xapple-converted-space"> </span>WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style="color:#467886">wsbapt@lists.wsbarppt.com</span></a>><br>
<b>Subject:</b><span class="xapple-converted-space"> </span>Re: [WSBAPT] Bank hoops</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt">Mark, I entirely agree, though the structural integrity of my “professionally” discipline is under severe strain these days. As to banks, bureaucrats, corporate shills, AI boosters, insurance companies....<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt">Sincerely,<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt">Eric<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt">Eric C. Nelsen<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt">Sayre Law Offices, PLLC<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt">1417 31st Ave South<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt">Seattle WA 98144-3909<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt">206-625-0092<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt"><a href="mailto:eric@sayrelawoffices.com"><span style="color:#467886">eric@sayrelawoffices.com</span></a><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span class="xapple-converted-space"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> </span></span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style="color:#467886">wsbapt-bounces@lists.wsbarppt.com</span></a><span class="xapple-converted-space"> </span><<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style="color:#467886">wsbapt-bounces@lists.wsbarppt.com</span></a>><span class="xapple-converted-space"> </span><b>On
Behalf Of<span class="xapple-converted-space"> </span></b>Mark Vohr<br>
<b>Sent:</b><span class="xapple-converted-space"> </span>Tuesday, December 10, 2024 4:25 PM<br>
<b>To:</b><span class="xapple-converted-space"> </span>WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style="color:#467886">wsbapt@lists.wsbarppt.com</span></a>><br>
<b>Subject:</b><span class="xapple-converted-space"> </span>Re: [WSBAPT] Bank hoops</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">Bank is wrong, but you know that. Our strategy is to write a letter, tell them they are not leaving you any choice but to seek a court order, which will include a request
for attorney fees. Cite the statute. Give them a recent copy of the your letters. Give them 14 days to respond. If they still refuse, use TEDRA, file a petition for an order granting access, ask for attorney fees under RCW 11.96A.150. Make sure the court
knows you tried to resolve this through the letter. Tip – write the letter so that the commissioners can see that you tried to resolve it professionally. </span><span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">Regards,</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">Mark</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">Mark C. Vohr, J.D. CPGC</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">Ohana Fiduciary Corporation</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">A Washington Trust Company</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">155 NE 100<sup>th</sup><span class="xapple-converted-space"> </span>St., Suite 209</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">Seattle, WA 98125</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Times New Roman",serif">Telephone: (206) 782-1189</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span class="xapple-converted-space"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> </span></span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style="color:#467886">wsbapt-bounces@lists.wsbarppt.com</span></a><span class="xapple-converted-space"> </span><<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style="color:#467886">wsbapt-bounces@lists.wsbarppt.com</span></a>><span class="xapple-converted-space"> </span><b>On
Behalf Of<span class="xapple-converted-space"> </span></b>Eric Nelsen<br>
<b>Sent:</b><span class="xapple-converted-space"> </span>Tuesday, December 10, 2024 3:48 PM<br>
<b>To:</b><span class="xapple-converted-space"> </span>'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com"><span style="color:#467886">wsbapt@lists.wsbarppt.com</span></a>><br>
<b>Subject:</b><span class="xapple-converted-space"> </span>[WSBAPT] Bank hoops</span><span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt"> <o:p></o:p></span></p>
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<p class="MsoNormal">I represent a PR. Bank who shall remain nameless is insisting that my PR can only have bank statements after date of death to present, and nothing before date of death. Bank says we have to send them a subpoena for pre-death records. Because,
says Bank, “account information before our client’s death are not part of the estate and any accounts closed out were closed by the owner.”<span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"> <span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal">Anyone else encountering this nonsense? My position is and always has been that the PR steps into the shoes of the decedent, and has the exact same contractual right as the decedent to request any and all records from a bank, pursuant to
whatever contract of deposit or other agreement the decedent had with the bank. If the decedent had a residual right to request records on a closed account, then so does a PR. RCW 11.48.010, RCW 11.48.020, RCW 11.48.090, RCW 11.60.060, RCW 4.20.046(1).<span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"> <span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal">Imagine if a medical provider took this stance—“I can only give you medical records for procedures performed after death.”<span style="font-size:11.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt">Sincerely,<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt">Eric<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt"> <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt">Eric C. Nelsen<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt">Sayre Law Offices, PLLC<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt">1417 31st Ave South<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt">Seattle WA 98144-3909<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt">206-625-0092<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt"><a href="mailto:eric@sayrelawoffices.com"><span style="color:#467886">eric@sayrelawoffices.com</span></a><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt"> <o:p></o:p></span></p>
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