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On a joint checking account in the state of Oregon where the two parties are not married and one dies can an attorney require the surviving owner to supply bank statements for estate purposes?
Wiki User
∙ 14y ago
You should ask the attorney why the request has been made. Although the account is not a probate asset and it now belongs to you alone, the balance at the time of death may need to be reported on an estate tax return. I would only supply a copy of the last statement before the time of death unless the attorney requests additional information.
Wiki User
∙ 14y ago
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