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Eric, </div>
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I totally understand! However, if you're pressed for time or need the documents urgently, I recommend checking if they have local counsel or reaching out directly to their legal department. I’ve had similar issues before, and every time I was able to speak
with either an attorney or someone in their legal department, the problem was magically resolved—which, admittedly, makes it all the more frustrating. But if you're looking for a shortcut, that’s worked for me in the past.</div>
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<br>
Setareh </div>
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<span style="font-family: Garamond, Georgia, serif; font-size: 12pt; color: rgb(15, 92, 26);"><b>For streamlined communication, please remember to reply to all or include my paralegal on all correspondence at nazi@lawofficesofsm.com</b></span></p>
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<b>Please note our upcoming office closure for the holidays and New Year, from December 16th through January 3rd. During this time, our office will be closed, and we will not be available.</b></div>
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<span style="font-family: Garamond, Georgia, serif; font-size: 14pt; color: rgb(34, 34, 34);"><b>Setareh Mahmoodi </b></span></p>
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<span style="font-family: Garamond, Georgia, serif; font-size: 12pt; color: rgb(34, 34, 34);"><b>Attorney at Law </b></span></p>
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<span style="font-family: Garamond, Georgia, serif; font-size: 14pt; color: rgb(34, 34, 34);"><b>Law Offices of Setareh Mahmoodi, PS</b></span></p>
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<span style="font-family: Garamond, Georgia, serif; font-size: 12pt; color: rgb(34, 34, 34);">18222 104th Ave NE, Suite 103, Bothell, WA 98011</span></p>
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<div id="divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" color="#000000" style="font-size:11pt"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Eric Nelsen <eric@sayrelawoffices.com><br>
<b>Sent:</b> Wednesday, December 11, 2024 9:25 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Bank hoops</font>
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<p class="x_MsoNormal"><span style="font-size:11.0pt">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.</span></p>
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<p class="x_MsoNormal"><span style="font-size:11.0pt">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.</span></p>
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<p class="x_MsoNormal"><span style="font-size:11.0pt">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
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<p class="x_MsoNormal"><span style="font-size:11.0pt">Sincerely,</span></p>
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<p class="x_MsoNormal"><span style="font-size:11.0pt">Eric</span></p>
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<p class="x_MsoNormal"><span style="font-size:11.0pt">Eric C. Nelsen</span></p>
<p class="x_MsoNormal"><span style="font-size:11.0pt">Sayre Law Offices, PLLC</span></p>
<p class="x_MsoNormal"><span style="font-size:11.0pt">1417 31st Ave South</span></p>
<p class="x_MsoNormal"><span style="font-size:11.0pt">Seattle WA 98144-3909</span></p>
<p class="x_MsoNormal"><span style="font-size:11.0pt">206-625-0092</span></p>
<p class="x_MsoNormal"><a href="mailto:eric@sayrelawoffices.com"><span style="font-size:11.0pt; color:#467886">eric@sayrelawoffices.com</span></a><span style="font-size:11.0pt"></span></p>
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<p class="x_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</span></p>
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<p class="x_MsoNormal">This is a problem, for sure. </p>
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<p class="x_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…). </p>
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<p class="x_MsoNormal">It worked like a charm and was relatively low cost to the client. </p>
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<p class="x_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"></span></p>
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<p class="x_MsoNormal"><span style="font-size:9.0pt; font-family:"Verdana",sans-serif; color:black">5302 Pacific Avenue, Tacoma, WA 98408 |
</span><a href="mailto:Chris.Neil@NeilLaw.com"><span style="font-size:9.0pt; font-family:"Verdana",sans-serif">Chris.Neil@NeilLaw.com</span></a><span style="font-size:9.0pt; 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"></span></p>
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<p class="x_MsoNormal"><span class="x_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
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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,
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<p class="x_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:</p>
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<p class="x_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"></span></p>
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<p class="x_MsoNormal"><span style="font-size:16.0pt; font-family:"Times New Roman",serif">Regards,</span><span style="font-size:11.0pt"></span></p>
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<p class="x_MsoNormal"><span style="font-size:16.0pt; font-family:"Times New Roman",serif">Mark</span><span style="font-size:11.0pt"></span></p>
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<p class="x_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"></span></p>
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<p class="x_MsoNormal"><span style="font-size:16.0pt; font-family:"Times New Roman",serif">Ohana Fiduciary Corporation</span><span style="font-size:11.0pt"></span></p>
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<p class="x_MsoNormal"><span style="font-size:16.0pt; font-family:"Times New Roman",serif">A Washington Trust Company</span><span style="font-size:11.0pt"></span></p>
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<p class="x_MsoNormal"><span style="font-size:16.0pt; font-family:"Times New Roman",serif">155 NE 100<sup>th</sup><span class="x_xapple-converted-space"> </span>St., Suite 209</span><span style="font-size:11.0pt"></span></p>
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<p class="x_MsoNormal"><span style="font-size:16.0pt; font-family:"Times New Roman",serif">Seattle, WA 98125</span><span style="font-size:11.0pt"></span></p>
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<p class="x_MsoNormal"><span style="font-size:16.0pt; font-family:"Times New Roman",serif">Telephone: (206) 782-1189</span><span style="font-size:11.0pt"></span></p>
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<p class="x_MsoNormal"><b><span style="font-size:11.0pt; font-family:"Calibri",sans-serif">From:</span></b><span class="x_xapple-converted-space"><span style="font-size:11.0pt; font-family:"Calibri",sans-serif"> </span></span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style="font-size:11.0pt; font-family:"Calibri",sans-serif; color:#467886">wsbapt-bounces@lists.wsbarppt.com</span></a><span class="x_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"><</span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style="font-size:11.0pt; font-family:"Calibri",sans-serif; color:#467886">wsbapt-bounces@lists.wsbarppt.com</span></a><span style="font-size:11.0pt; font-family:"Calibri",sans-serif">><span class="x_xapple-converted-space"> </span><b>On
Behalf Of<span class="x_xapple-converted-space"> </span></b>Eric Nelsen<br>
<b>Sent:</b><span class="x_xapple-converted-space"> </span>Tuesday, December 10, 2024 4:47 PM<br>
<b>To:</b><span class="x_xapple-converted-space"> </span>WSBA Probate & Trust Listserv <</span><a href="mailto:wsbapt@lists.wsbarppt.com"><span style="font-size:11.0pt; font-family:"Calibri",sans-serif; color:#467886">wsbapt@lists.wsbarppt.com</span></a><span style="font-size:11.0pt; font-family:"Calibri",sans-serif">><br>
<b>Subject:</b><span class="x_xapple-converted-space"> </span>Re: [WSBAPT] Bank hoops</span><span style="font-size:11.0pt"></span></p>
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<p class="x_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....</span></p>
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<p class="x_MsoNormal"><span style="font-size:11.0pt">Sincerely,</span></p>
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<p class="x_MsoNormal"><span style="font-size:11.0pt">Eric</span></p>
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<p class="x_MsoNormal"><span style="font-size:11.0pt">Eric C. Nelsen</span></p>
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<p class="x_MsoNormal"><span style="font-size:11.0pt">Sayre Law Offices, PLLC</span></p>
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<p class="x_MsoNormal"><span style="font-size:11.0pt">1417 31st Ave South</span></p>
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<p class="x_MsoNormal"><span style="font-size:11.0pt">Seattle WA 98144-3909</span></p>
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<p class="x_MsoNormal"><span style="font-size:11.0pt">206-625-0092</span></p>
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<p class="x_MsoNormal"><a href="mailto:eric@sayrelawoffices.com"><span style="font-size:11.0pt; color:#467886">eric@sayrelawoffices.com</span></a><span style="font-size:11.0pt"></span></p>
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<p class="x_MsoNormal"><b><span style="font-size:11.0pt; font-family:"Calibri",sans-serif">From:</span></b><span class="x_xapple-converted-space"><span style="font-size:11.0pt; font-family:"Calibri",sans-serif"> </span></span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style="font-size:11.0pt; font-family:"Calibri",sans-serif; color:#467886">wsbapt-bounces@lists.wsbarppt.com</span></a><span class="x_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"><</span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style="font-size:11.0pt; font-family:"Calibri",sans-serif; color:#467886">wsbapt-bounces@lists.wsbarppt.com</span></a><span style="font-size:11.0pt; font-family:"Calibri",sans-serif">><span class="x_xapple-converted-space"> </span><b>On
Behalf Of<span class="x_xapple-converted-space"> </span></b>Mark Vohr<br>
<b>Sent:</b><span class="x_xapple-converted-space"> </span>Tuesday, December 10, 2024 4:25 PM<br>
<b>To:</b><span class="x_xapple-converted-space"> </span>WSBA Probate & Trust Listserv <</span><a href="mailto:wsbapt@lists.wsbarppt.com"><span style="font-size:11.0pt; font-family:"Calibri",sans-serif; color:#467886">wsbapt@lists.wsbarppt.com</span></a><span style="font-size:11.0pt; font-family:"Calibri",sans-serif">><br>
<b>Subject:</b><span class="x_xapple-converted-space"> </span>Re: [WSBAPT] Bank hoops</span><span style="font-size:11.0pt"></span></p>
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<p class="x_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"></span></p>
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<p class="x_MsoNormal"><span style="font-size:16.0pt; font-family:"Times New Roman",serif">Regards,</span><span style="font-size:11.0pt"></span></p>
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<p class="x_MsoNormal"><span style="font-size:16.0pt; font-family:"Times New Roman",serif">Mark</span><span style="font-size:11.0pt"></span></p>
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<p class="x_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"></span></p>
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<p class="x_MsoNormal"><span style="font-size:16.0pt; font-family:"Times New Roman",serif">Ohana Fiduciary Corporation</span><span style="font-size:11.0pt"></span></p>
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<p class="x_MsoNormal"><span style="font-size:16.0pt; font-family:"Times New Roman",serif">A Washington Trust Company</span><span style="font-size:11.0pt"></span></p>
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<p class="x_MsoNormal"><span style="font-size:16.0pt; font-family:"Times New Roman",serif">155 NE 100<sup>th</sup><span class="x_xapple-converted-space"> </span>St., Suite 209</span><span style="font-size:11.0pt"></span></p>
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<p class="x_MsoNormal"><span style="font-size:16.0pt; font-family:"Times New Roman",serif">Seattle, WA 98125</span><span style="font-size:11.0pt"></span></p>
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<p class="x_MsoNormal"><span style="font-size:16.0pt; font-family:"Times New Roman",serif">Telephone: (206) 782-1189</span><span style="font-size:11.0pt"></span></p>
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<p class="x_MsoNormal"><b><span style="font-size:11.0pt; font-family:"Calibri",sans-serif">From:</span></b><span class="x_xapple-converted-space"><span style="font-size:11.0pt; font-family:"Calibri",sans-serif"> </span></span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style="font-size:11.0pt; font-family:"Calibri",sans-serif; color:#467886">wsbapt-bounces@lists.wsbarppt.com</span></a><span class="x_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"><</span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com"><span style="font-size:11.0pt; font-family:"Calibri",sans-serif; color:#467886">wsbapt-bounces@lists.wsbarppt.com</span></a><span style="font-size:11.0pt; font-family:"Calibri",sans-serif">><span class="x_xapple-converted-space"> </span><b>On
Behalf Of<span class="x_xapple-converted-space"> </span></b>Eric Nelsen<br>
<b>Sent:</b><span class="x_xapple-converted-space"> </span>Tuesday, December 10, 2024 3:48 PM<br>
<b>To:</b><span class="x_xapple-converted-space"> </span>'WSBA Probate & Trust Listserv' <</span><a href="mailto:wsbapt@lists.wsbarppt.com"><span style="font-size:11.0pt; font-family:"Calibri",sans-serif; color:#467886">wsbapt@lists.wsbarppt.com</span></a><span style="font-size:11.0pt; font-family:"Calibri",sans-serif">><br>
<b>Subject:</b><span class="x_xapple-converted-space"> </span>[WSBAPT] Bank hoops</span><span style="font-size:11.0pt"></span></p>
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<p class="x_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"></span></p>
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<p class="x_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"></span></p>
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<p class="x_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"></span></p>
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<p class="x_MsoNormal"><span style="font-size:11.0pt">Sincerely,</span></p>
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<p class="x_MsoNormal"><span style="font-size:11.0pt">Eric</span></p>
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<p class="x_MsoNormal"><span style="font-size:11.0pt">Eric C. Nelsen</span></p>
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<p class="x_MsoNormal"><span style="font-size:11.0pt">Sayre Law Offices, PLLC</span></p>
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<p class="x_MsoNormal"><span style="font-size:11.0pt">1417 31st Ave South</span></p>
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<p class="x_MsoNormal"><span style="font-size:11.0pt">Seattle WA 98144-3909</span></p>
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<p class="x_MsoNormal"><span style="font-size:11.0pt">206-625-0092</span></p>
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<p class="x_MsoNormal"><a href="mailto:eric@sayrelawoffices.com"><span style="font-size:11.0pt; color:#467886">eric@sayrelawoffices.com</span></a><span style="font-size:11.0pt"></span></p>
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