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<div dir="ltr">Mark is right on, and I have nothing of substance to add. However, I must give props (is that the right word?) for your “laugh out loud” final hypothetical, Eric. You’ve made my day! Thank you!<span></span></div>
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<div dir="ltr">Joshua D. McKarcher</div>
<div dir="ltr">McKarcher Law PLLC</div>
<div dir="ltr">537 6th Street</div>
<div dir="ltr">Clarkston, WA 99403</div>
<div dir="ltr">(509) 758-3345</div>
<div dir="ltr">(509) 758-3314 (fax)</div>
<div dir="ltr">josh@mckarcherlaw.com</div>
<div dir="ltr"><a href="http://www.mckarcherlaw.com">www.mckarcherlaw.com</a></div>
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<div id="divRplyFwdMsg" dir="ltr"><span style="font-family: Calibri, sans-serif;"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Mark Vohr <mcv@ohanafc.com><br>
<b>Sent:</b> Tuesday, December 10, 2024 5:25 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Bank hoops</span>
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<span style="font-family: "Times New Roman", serif; font-size: 16pt;">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></p>
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<span style="font-family: "Times New Roman", serif; font-size: 16pt;">Regards,</span></p>
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<span style="font-family: "Times New Roman", serif; font-size: 16pt;"> </span></p>
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<span style="font-family: "Times New Roman", serif; font-size: 16pt;">Mark</span></p>
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<span style="font-family: "Times New Roman", serif; font-size: 16pt;">Mark C. Vohr, J.D. CPGC</span></p>
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<span style="font-family: "Times New Roman", serif; font-size: 16pt;">Ohana Fiduciary Corporation</span></p>
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<span style="font-family: "Times New Roman", serif; font-size: 16pt;">A Washington Trust Company</span></p>
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<span style="font-family: "Times New Roman", serif; font-size: 16pt;">155 NE 100<sup>th</sup> St., Suite 209</span></p>
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<span style="font-family: "Times New Roman", serif; font-size: 16pt;">Seattle, WA 98125</span></p>
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<span style="font-family: "Times New Roman", serif; font-size: 16pt;">Telephone: (206) 782-1189</span></p>
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<span style="font-family: Calibri, sans-serif;"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Eric Nelsen<br>
<b>Sent:</b> Tuesday, December 10, 2024 3:48 PM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Bank hoops</span></p>
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<span style="font-size: 12pt;">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></p>
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<span style="font-size: 12pt;">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></p>
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<span style="font-size: 12pt;">Imagine if a medical provider took this stance—“I can only give you medical records for procedures performed after death.”</span></p>
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Sincerely,</p>
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Eric</p>
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Eric C. Nelsen</p>
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Sayre Law Offices, PLLC</p>
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1417 31st Ave South</p>
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Seattle WA 98144-3909</p>
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206-625-0092</p>
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<span style="color: rgb(70, 120, 134);"><u><a href="mailto:eric@sayrelawoffices.com" style="color: rgb(70, 120, 134); margin-top: 0px; margin-bottom: 0px;">eric@sayrelawoffices.com</a></u></span></p>
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