<div dir="ltr"><div>Agree with the above suggestion and I'll add that I specifically send a copy of my letter to the legal department of the institution. Let their own lawyers straighten them out. I've only done it few times, but I've always gotten what I needed without going after the court order. </div><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div dir="ltr"><p class="MsoNormal" style="background-image:initial;background-position:initial;background-repeat:initial"><font color="#45818e" face="georgia, serif"><b>Laura Latta<br>Law Office of Laura Latta PLLC</b><u></u><u></u></font></p><p class="MsoNormal" style="background-image:initial;background-position:initial;background-repeat:initial"><font color="#666666" face="georgia, serif">she/her</font></p><p style="margin:0in 0in 0.0001pt;line-height:13.15pt;background-image:initial;background-position:initial;background-repeat:initial"><font face="georgia, serif"><span style="color:rgb(102,102,102)">Phone (206) 841-2344</span><br></font></p><p class="MsoNormal" style="background-image:initial;background-position:initial;background-repeat:initial"><font color="#666666" face="georgia, serif"><a href="http://www.LauraLatta.com" target="_blank">www.LauraLatta.com</a></font></p><p style="margin:0in 0in 0.0001pt;line-height:13.15pt;background-image:initial;background-position:initial;background-repeat:initial"><font color="#666666" face="georgia, serif">4010 Lake Washington Blvd. NE Ste. 202</font></p><p class="MsoNormal" style="background-image:initial;background-position:initial;background-repeat:initial"></p><p style="margin:0in 0in 0.0001pt;line-height:13.15pt;background-image:initial;background-position:initial;background-repeat:initial"><font color="#666666" face="georgia, serif">Kirkland, WA 98033</font></p><p class="MsoNormal"><font color="#134f5c"><u></u> </font><u></u></p><p class="MsoNormal"><b style="color:rgb(34,34,34)"><u><font color="#ff0000">Our office will be closed for the holidays from December 23 through January 3.</font></u></b><font color="#134f5c"><br></font></p><p class="MsoNormal"><b><font color="#444444">NOTICE: This communication may contain privileged or other confidential information. If you have received it in error, please advise the sender by replying to this email and immediately delete the message and any attachments without copying it or disclosing its contents to others.</font></b></p></div></div></div></div><br></div><br><div class="gmail_quote gmail_quote_container"><div dir="ltr" class="gmail_attr">On Wed, Dec 11, 2024 at 9:26 AM Eric Nelsen <<a href="mailto:eric@sayrelawoffices.com">eric@sayrelawoffices.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex"><div class="msg-42696625312815944">
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<p class="MsoNormal"><span style="font-size:11pt">I guess in this circumstance I am the fussy type. I know that I can get subpoena authority or an order to get the records from the bank—even the bank acknowledges that they’d produce the records in response
to a subpoena.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt">But the bank’s position is contrary to their depositor’s rights to obtain records and the PR’s succession to all rights of the decedent under the law. So I want to make a record, force them to answer, make
them lose and pay attorney fees, and then if they ever try it again in another case, go after them for CR 11 sanctions in addition.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt">It’s this kind of fatheaded bureaucratic “reasoning” that makes life so much more difficult for people. At this point, I’d do the extra work pro bono so I have the opportunity to tilt at this particular windmill.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt"><u></u> <u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt">Sincerely,<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt">Eric<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt">Eric C. Nelsen<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt">Sayre Law Offices, PLLC<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt">1417 31st Ave South<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt">Seattle WA 98144-3909<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11pt">206-625-0092<u></u><u></u></span></p>
<p class="MsoNormal"><a href="mailto:eric@sayrelawoffices.com" target="_blank"><span style="font-size:11pt;color:rgb(70,120,134)">eric@sayrelawoffices.com</span></a><span style="font-size:11pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><b><span style="font-size:11pt;font-family:Calibri,sans-serif">From:</span></b><span style="font-size:11pt;font-family:Calibri,sans-serif"> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>
<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 <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] Bank hoops<u></u><u></u></span></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">This is a problem, for sure. <u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></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…). <u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">It worked like a charm and was relatively low cost to the client. <u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></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"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:9pt;font-family:Verdana,sans-serif;color:black">5302 Pacific Avenue, Tacoma, WA 98408 |
</span><a href="mailto:Chris.Neil@NeilLaw.com" target="_blank"><span style="font-size:9pt;font-family:Verdana,sans-serif">Chris.Neil@NeilLaw.com</span></a><span style="font-size:9pt;font-family:Verdana,sans-serif;color:black"><br>
(253)475-8600 | f:(253)473-5746</span><span style="font-size:10.5pt;font-family:Verdana,sans-serif;color:black"><u></u><u></u></span></p>
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<p class="MsoNormal"><span class="m_-42696625312815944xapple-style-span"><i><span style="font-size:7.5pt;font-family:Verdana,sans-serif;color:rgb(79,122,40)">So that you know: This email address </span></i></span><i><span style="font-size:7.5pt;font-family:Verdana,sans-serif;color:rgb(79,122,40)">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"><u></u><u></u></span></p>
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<p class="MsoNormal"><i><span style="font-size:7.5pt;font-family:Verdana,sans-serif;color:rgb(79,122,40)">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:rgb(79,122,40)"> 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"><u></u><u></u></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" target="_blank">mcv@ohanafc.com</a>> wrote:<u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:16pt;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:11pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:16pt;font-family:"Times New Roman",serif">Regards,</span><span style="font-size:11pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:16pt;font-family:"Times New Roman",serif">Mark</span><span style="font-size:11pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:16pt;font-family:"Times New Roman",serif">Mark C. Vohr, J.D. CPGC</span><span style="font-size:11pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:16pt;font-family:"Times New Roman",serif">Ohana Fiduciary Corporation</span><span style="font-size:11pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:16pt;font-family:"Times New Roman",serif">A Washington Trust Company</span><span style="font-size:11pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:16pt;font-family:"Times New Roman",serif">155 NE 100<sup>th</sup><span class="m_-42696625312815944xapple-converted-space"> </span>St., Suite 209</span><span style="font-size:11pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:16pt;font-family:"Times New Roman",serif">Seattle, WA 98125</span><span style="font-size:11pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:16pt;font-family:"Times New Roman",serif">Telephone: (206) 782-1189</span><span style="font-size:11pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><b><span style="font-size:11pt;font-family:Calibri,sans-serif">From:</span></b><span class="m_-42696625312815944xapple-converted-space"><span style="font-size:11pt;font-family:Calibri,sans-serif"> </span></span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank"><span style="font-size:11pt;font-family:Calibri,sans-serif;color:rgb(70,120,134)">wsbapt-bounces@lists.wsbarppt.com</span></a><span class="m_-42696625312815944xapple-converted-space"><span style="font-size:11pt;font-family:Calibri,sans-serif"> </span></span><span style="font-size:11pt;font-family:Calibri,sans-serif"><</span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank"><span style="font-size:11pt;font-family:Calibri,sans-serif;color:rgb(70,120,134)">wsbapt-bounces@lists.wsbarppt.com</span></a><span style="font-size:11pt;font-family:Calibri,sans-serif">><span class="m_-42696625312815944xapple-converted-space"> </span><b>On
Behalf Of<span class="m_-42696625312815944xapple-converted-space"> </span></b>Eric Nelsen<br>
<b>Sent:</b><span class="m_-42696625312815944xapple-converted-space"> </span>Tuesday, December 10, 2024 4:47 PM<br>
<b>To:</b><span class="m_-42696625312815944xapple-converted-space"> </span>WSBA Probate & Trust Listserv <</span><a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank"><span style="font-size:11pt;font-family:Calibri,sans-serif;color:rgb(70,120,134)">wsbapt@lists.wsbarppt.com</span></a><span style="font-size:11pt;font-family:Calibri,sans-serif">><br>
<b>Subject:</b><span class="m_-42696625312815944xapple-converted-space"> </span>Re: [WSBAPT] Bank hoops</span><span style="font-size:11pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt"> <u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt">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....<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt"> <u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt">Sincerely,<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt"> <u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt">Eric<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt"> <u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt">Eric C. Nelsen<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt">Sayre Law Offices, PLLC<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt">1417 31st Ave South<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt">Seattle WA 98144-3909<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt">206-625-0092<u></u><u></u></span></p>
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<p class="MsoNormal"><a href="mailto:eric@sayrelawoffices.com" target="_blank"><span style="font-size:11pt;color:rgb(70,120,134)">eric@sayrelawoffices.com</span></a><span style="font-size:11pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt"> <u></u><u></u></span></p>
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<p class="MsoNormal"><b><span style="font-size:11pt;font-family:Calibri,sans-serif">From:</span></b><span class="m_-42696625312815944xapple-converted-space"><span style="font-size:11pt;font-family:Calibri,sans-serif"> </span></span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank"><span style="font-size:11pt;font-family:Calibri,sans-serif;color:rgb(70,120,134)">wsbapt-bounces@lists.wsbarppt.com</span></a><span class="m_-42696625312815944xapple-converted-space"><span style="font-size:11pt;font-family:Calibri,sans-serif"> </span></span><span style="font-size:11pt;font-family:Calibri,sans-serif"><</span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank"><span style="font-size:11pt;font-family:Calibri,sans-serif;color:rgb(70,120,134)">wsbapt-bounces@lists.wsbarppt.com</span></a><span style="font-size:11pt;font-family:Calibri,sans-serif">><span class="m_-42696625312815944xapple-converted-space"> </span><b>On
Behalf Of<span class="m_-42696625312815944xapple-converted-space"> </span></b>Mark Vohr<br>
<b>Sent:</b><span class="m_-42696625312815944xapple-converted-space"> </span>Tuesday, December 10, 2024 4:25 PM<br>
<b>To:</b><span class="m_-42696625312815944xapple-converted-space"> </span>WSBA Probate & Trust Listserv <</span><a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank"><span style="font-size:11pt;font-family:Calibri,sans-serif;color:rgb(70,120,134)">wsbapt@lists.wsbarppt.com</span></a><span style="font-size:11pt;font-family:Calibri,sans-serif">><br>
<b>Subject:</b><span class="m_-42696625312815944xapple-converted-space"> </span>Re: [WSBAPT] Bank hoops</span><span style="font-size:11pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt"> <u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:16pt;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:11pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:16pt;font-family:"Times New Roman",serif">Regards,</span><span style="font-size:11pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:16pt;font-family:"Times New Roman",serif">Mark</span><span style="font-size:11pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:16pt;font-family:"Times New Roman",serif">Mark C. Vohr, J.D. CPGC</span><span style="font-size:11pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:16pt;font-family:"Times New Roman",serif">Ohana Fiduciary Corporation</span><span style="font-size:11pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:16pt;font-family:"Times New Roman",serif">A Washington Trust Company</span><span style="font-size:11pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:16pt;font-family:"Times New Roman",serif">155 NE 100<sup>th</sup><span class="m_-42696625312815944xapple-converted-space"> </span>St., Suite 209</span><span style="font-size:11pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:16pt;font-family:"Times New Roman",serif">Seattle, WA 98125</span><span style="font-size:11pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:16pt;font-family:"Times New Roman",serif">Telephone: (206) 782-1189</span><span style="font-size:11pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><b><span style="font-size:11pt;font-family:Calibri,sans-serif">From:</span></b><span class="m_-42696625312815944xapple-converted-space"><span style="font-size:11pt;font-family:Calibri,sans-serif"> </span></span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank"><span style="font-size:11pt;font-family:Calibri,sans-serif;color:rgb(70,120,134)">wsbapt-bounces@lists.wsbarppt.com</span></a><span class="m_-42696625312815944xapple-converted-space"><span style="font-size:11pt;font-family:Calibri,sans-serif"> </span></span><span style="font-size:11pt;font-family:Calibri,sans-serif"><</span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank"><span style="font-size:11pt;font-family:Calibri,sans-serif;color:rgb(70,120,134)">wsbapt-bounces@lists.wsbarppt.com</span></a><span style="font-size:11pt;font-family:Calibri,sans-serif">><span class="m_-42696625312815944xapple-converted-space"> </span><b>On
Behalf Of<span class="m_-42696625312815944xapple-converted-space"> </span></b>Eric Nelsen<br>
<b>Sent:</b><span class="m_-42696625312815944xapple-converted-space"> </span>Tuesday, December 10, 2024 3:48 PM<br>
<b>To:</b><span class="m_-42696625312815944xapple-converted-space"> </span>'WSBA Probate & Trust Listserv' <</span><a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank"><span style="font-size:11pt;font-family:Calibri,sans-serif;color:rgb(70,120,134)">wsbapt@lists.wsbarppt.com</span></a><span style="font-size:11pt;font-family:Calibri,sans-serif">><br>
<b>Subject:</b><span class="m_-42696625312815944xapple-converted-space"> </span>[WSBAPT] Bank hoops</span><span style="font-size:11pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt"> <u></u><u></u></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:11pt"><u></u><u></u></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:11pt"><u></u><u></u></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:11pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt"> <u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt">Sincerely,<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt"> <u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt">Eric<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt"> <u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt">Eric C. Nelsen<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt">Sayre Law Offices, PLLC<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt">1417 31st Ave South<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt">Seattle WA 98144-3909<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt">206-625-0092<u></u><u></u></span></p>
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<p class="MsoNormal"><a href="mailto:eric@sayrelawoffices.com" target="_blank"><span style="font-size:11pt;color:rgb(70,120,134)">eric@sayrelawoffices.com</span></a><span style="font-size:11pt"><u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:11pt"> <u></u><u></u></span></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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