[WSBARP] Jt with Rt of Survivorship Acct.

Mario Ledesma, Attorney ledesmalawoffice at aol.com
Wed Mar 23 17:00:20 PDT 2022


Thank you for your responses!  
Yes, the estate is solvent.  Home of the decedent is going to be sold.  However, the siblings do not get along so I am concerned that any of them could request disbursement, though that may not be an issue since the property will be put on the market.  

If you have any questions please do not hesitate to contact me.
Regards,Mario Ledesma
LEDESMA LAW OFFICES PLLCLicensed in Washington and OregonP. O. Box 1305 Richland, Washington 99352Tel: 509.946.1248Ledesmalawoffice at aol.com
This communication is private and confidential.  It is intended to constitute an electronic communication within the meaning of the Electronic Communications Privacy Act, 18 USC 2510. Its disclosure is strictly limited to the recipient intended by the sender of this message.  This communication contains confidential and privileged material for the sole use of the intended recipient and receipt by anyone other than the intended recipient does not constitute a loss of the confidential or privileged nature of the communication.  Any review or distribution by others is strictly prohibited. If you are not the intended recipient please contact the sender by return electronic mail and delete and destroy all copies of this communication.

-----Original Message-----
From: Inge Fordham <inge at fordhamlegal.com>
To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>; Mario Ledesma, Attorney <ledesmalawoffice at aol.com>
Sent: Wed, Mar 23, 2022 4:33 pm
Subject: Re: [WSBARP] Jt with Rt of Survivorship Acct.

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|   | Inge A. Fordham | Attorney Fordham Law, PLLC 3218 Sixth Avenue | Tacoma, WA 98406 Office: (253) 348-2657 | Mobile: (206) 778-3131 www.fordhamlegal.com  |

  Confidential Communication: This email is sent to a recipient on behalf of an attorney/law firm, and is information intended exclusively for the individual, entity or company to which it is sent.  This communication may contain proprietary, privileged or confidential information or may otherwise be legally exempt from disclosure other than to the intended recipient.  If you are not the named addressee, you are not authorized to read, print, retain, copy or otherwise disseminate this message or any part of it.  If you have received this email in error, please notify the sender immediately by email or other communication and delete all copies of the message.    From: <wsbarp-bounces at lists.wsbarppt.com> on behalf of Nicholas Pleasants <nick at pleasantslaw.com>
Reply-To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>
Date: Wednesday, March 23, 2022 at 4:05 PM
To: "Mario Ledesma, Attorney" <ledesmalawoffice at aol.com>, WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>
Subject: Re: [WSBARP] Jt with Rt of Survivorship Acct.    If it is joint tenancy with right of survivorship, the account survives, and will not be disbursed automatically by the bank. JTROS is not the same as a beneficiary designation. Theoretically any child could go and withdraw all of it, although if the intent was for it to be split 5 ways, then the children should request the bank to issue 5 checks (or wire transfer, etc.) for 1/5 of the account to each of them.    Nicholas Pleasants | Shareholder        11225 SE 6th Street | Suite 100 | Bellevue, WA 98004
Main: (425) 455-3900 | Fax: (425) 455-9201 | E-mail: npleasants at ohswlaw.com    CONFIDENTIALITY NOTE: This e-mail message contains information belonging to the law firm of Oseran Hahn, P.S., which may be privileged, confidential and/or protected from disclosure. The information is intended only for the use of the individual or entity named above. If you think that you have received this message in error, please e-mail the sender. If you are not the intended recipient, any dissemination, distribution or copying is strictly prohibited.          From: wsbarp-bounces at lists.wsbarppt.com <wsbarp-bounces at lists.wsbarppt.com>On Behalf Of Mario Ledesma, Attorney
Sent: Wednesday, March 23, 2022 1:03 PM
To: wsbarp at lists.wsbarppt.com
Subject: [WSBARP] Jt with Rt of Survivorship Acct.    Hello,    I just filed a petition to probate a will.  The personal representative just found out the decedent's bank account, (his mother) has the five children on as joint with right of survivorship.   I expect the bank will disburse the account funds (approximately $300,000) equally between the children.  Actually, I'm surprised the bank has not done it already, the decedent passed away February 14, 2022.   Am I missing something? Thank you!    Regards, Mario Ledesma    LEDESMA LAW OFFICES PLLC Licensed in Washington and Oregon P. O. Box 1305  Richland, Washington 99352 Tel: 509.946.1248 Ledesmalawoffice at aol.com    This communication is private and confidential.  It is intended to constitute an electronic communication within the meaning of the Electronic Communications Privacy Act, 18 USC 2510. Its disclosure is strictly limited to the recipient intended by the sender of this message.  This communication contains confidential and privileged material for the sole use of the intended recipient and receipt by anyone other than the intended recipient does not constitute a loss of the confidential or privileged nature of the communication.  Any review or distribution by others is strictly prohibited. If you are not the intended recipient please contact the sender by return electronic mail and delete and destroy all copies of this communication. 
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