[WSBAPT] Kitsap County trust referral

[Marcia Mellinger]

PC needs someone to advise--she is successor trustee on RLT for couple who have both died.  PC in Indianola. Thanks, Marcia

From: jgrant at accima.com
To: wsbapt at lists.wsbarppt.com
Date: Fri, 21 Nov 2014 12:02:40 -0800
Subject: Re: [WSBAPT] Excise tax and penalties for decedent - grant county











Not really.  It is a small value and we are only coming up with about 
$350 even after adding all the interest and penalties.  It is just 
irritating.


 

From: John White 
Sent: Friday, November 21, 2014 11:49 AM
To: WSBA Probate & Trust Listserv 

Subject: Re: [WSBAPT] Excise tax and penalties for decedent - grant 
county
 


Is it 
worth doing an adjudication and incorporating into the order explicit vesting of 
the real property in the husband?  We have done something similar in Grant 
County and others so that there is a recordable document.
 

 

  
  
    
      
    
      John 
      J. White, Jr.
      425.822.9281 
      Ext. 7321 
      Bio 
      | vCard 
      | Address 
      | Website
      white at livengoodlaw.com 
      
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From: 
wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] 
On Behalf Of Josh Grant
Sent: Friday, November 21, 2014 11:32 
AM
To: wsbar; wsbar trust
Subject: [WSBAPT] Excise tax and 
penalties for decedent - grant county
 



H&W owned real 
property.  W died in 2009.  H died 2014.  Son is PR.  Pr has 
an P&S for a new buyer. PR is happy to pay the normal excise tax on this 
sale.

 

Title company is 
allowing sale of W’s interest based on our affidavit to clear title, so no 
probate needed for W.  

 

Grant County indicates 
that we have to pay additional excise tax and penalties and interest from 2009 
til now on the transfer from W to H... and they base that on a sale price = 1/2 
of the assessed value.

 

there was no sale back 
in 2009.  If we did a probate of W’s estate, they would have to file a PR 
deed without any excise tax.  It isn’t enough of an excise tax to justify 
doing a probate.

 

any other counties 
doing this?

 

Joshua F. Grant, 
PS
Attorney at Law
P. O. Box 619
Wilbur, WA 99185
tel 509 647 
5578
fax 509 647 2734



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