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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">We recently worked with Charles Schwab on a taxable estate. We needed date of death values for the assets held at Schwab. Schwab absolutely refused to provide date of death
values for an IRA for the surviving spouse citing that the estate had no interest in it. We tried to politely explain that there was a community property interest and they didn’t seem to understand and continued the position. This doesn’t answer your question,
Jim, but it has similar issues. The estate department is outside the state of Washington.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">Good luck! Eileen<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Arial",sans-serif;color:#5F6062">Eileen S. Peterson<br>
</span></b><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#00A0AF">Attorney at Law</span></b><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#5F6062"><br>
</span></b><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#00A0AF">T</span></b><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#5F6062"> 253 620 6419<br>
</span></b><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#00A0AF">F</span></b><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#5F6062"> 253 620 6565<o:p></o:p></span></b></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;mso-ligatures:none">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;mso-ligatures:none"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>James Dolan<br>
<b>Sent:</b> Tuesday, September 30, 2025 1:41 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Schwab Refusing to Accept CPA<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841">Has anyone on the listserve dealt with Charles Schwab refusing to accept a Community Property Agreement to convey a very modest account to surviving spouse?
By any chance has anyone dealt with local (Washington) counsel for Schwab?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841">Thanks in advance,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841">Jim Dolan<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841">=========================<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841">Jones Butler Dolan, PS<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841">P.O. Box 458<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841">10027 SR 532<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841">Stanwood, WA 98292<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841">(tel) 360-336-2939<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#0E2841">(fax) 360-336-2949<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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