Upon proof of death, a financial institution shall grant access to the person named in a court order, or if there is no order, to the spouse, a parent, an adult descendant, or a person named as personal representative in a copy of a purported will, to open and examine the contents of a safe-deposit box leased or co-leased by the decedent, in the presence of a bank officer.
If requested by such person, the bank officer shall remove and deliver only: (a) a Last Will to the court having probate jurisdiction.; (b) a Burial Plot Deed or Burial Instructions to the person making such request; or (c) a Life Insurance Policy on the decedent to a named beneficiary.
The bank officer shall copy any document removed and place that copy, together with a note identifying the name of the officer, the date of delivery and to whom the document was delivered, and the relationship of the person who received the document, in the safe-deposit box.
The bank may charge reasonable fees to cover copy and delivery costs.
Access granted in this manner is not considered the initial opening of the safe-deposit box.
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