[WSBAPT] recording

[Jill H. Sasser]

I think the recorder is assuming that you are skipping a step and that is why the deed is getting bounced back to you (possibly in order to save on recording fees).  For example, if you were making a distribution from the estate to John Smith, individual beneficiary, and John Smith wanted to transfer his interest to his RLT, and asked you to prepare a deed as follows:

PR of Estate, to John Smith, Trustee of the John Smith RLT

I think the recorder is not understanding that the distribution is to a testamentary trust, and therefore, there is no individual person(s) to transfer the interest to, prior to transferring to the testamentary trust.

I would either call and talk to someone at the office (if they take calls at that office), or return the deed and attach an explanatory cover letter that explains that you are NOT skipping a step, and that the trustee of the testamentary trustee is the proper distributee.

Good luck!

Jill

From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Ronald St. Hilaire
Sent: Monday, June 08, 2015 1:00 PM
To: wsbapt at lists.wsbarppt.com
Subject: Re: [WSBAPT] recording

I thought the recorder did not give legal advice?

________________________________
Ronald F. St. Hilaire * Attorney at Law
Liebler, Connor, Berry & St. Hilaire
1141 N. Edison, Suite C * Kennewick, WA  99336
(509) 735-3581 office * (509) 735-3585 fax
rfs at licbs.com<mailto:rfs at licbs.com> * www.bentonfranklinlaw.com<http://www.bentonfranklinlaw.com>
[lcbs.gif]

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Eden Rubenstein Toner
Sent: Monday, June 08, 2015 12:35 PM
To: wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] recording

I am transferring an interest in real estate from an estate to a testamentary trust.  I prepared a PR deed and a REETA, from the PR to the Trustees of the xxx Trust.  It was rejected by the King Co Recorder, saying I needed two separate transactions-first "from Grantor to people, not with the trust"; second "from people to people + trust".  I have never run into this before, and don't understand what it means.  I would appreciate feedback.  Thanks.
Eden

Eden Rubenstein Toner
Attorney at Law
1600-B SW Dash Point Road, #163
Federal Way, WA 98023
phone 206-953-4485
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