[WSBAPT] Personal Rep deed distributing needs cert copy of LT
John J. Sullivan
sullaw at comcast.net
Wed Jul 20 11:19:36 PDT 2016
Doug:
I thought the IRS has told us not to put the Circular 230 notice at the bottom of communications. I used to have one too but think the guidance came out a year or two ago and I removed it.
Best regards,
John J. Sullivan,
Attorney
Lyons |Sullivan
10655 NE 4th Street, Suite 704
Bellevue, WA 98004
425·451·2400 tel 425-451-7385 fax
www.dljslaw.com
Confidentiality Notice
This email transmission is intended only for the addressee named above. It contains information that is privileged, confidential, or otherwise protected from use and disclosure. If you are not the intended recipient, you are hereby notified that any review, disclosure, copying, or dissemination of this transmission or the taking of any action in reliance on its contents or other use is strictly prohibited. If you have received this transmission in error, please destroy the original and notify us by telephone immediately. Thank you for your cooperation.
Sent from my iPhone
> On Jul 20, 2016, at 11:11 AM, Douglas Bratt <djbratt at mbavancouverlaw.com> wrote:
>
> A review of the statute cited by Mike, RCW 82.45.197, indicates that the documents required to be presented to the Treasurer also must be recorded with the Auditor, presumably to be included in a packet with whatever is being recorded. In this case, both the Personal Representative’s Deed and the certified copy of the Letters Testamentary or Letters of Administration will have to be recorded. This will require a bit more detail on the Auditor’s Cover Sheet.
>
> This will also encourage a bit of pre-planning if one is to avoid a trip to the Clerk’s Office in order to obtain another Certified Copy of the Letters Testamentary or Letters of Administration when it is time to record a PR Deed. I generally simply obtain two certified copies of the Letters and give them both to the client, after scanning the Letters for my file copy. I tell the client to allow folks to copy the Letters, if they wish, but not to give the Letters up, unless absolutely required. The second certified copy of the Letters to the client is a bit of insurance for the client in case he/she has had to give up one certified copy of the Letters. However, if one anticipates that there will be a PR Deed to an heir, later in the case, better practice would be to obtain the additional certified copy for that purpose, when the Letters are first issued. Saves time, hassle, and fees charged to client, it seems to me, for just one additional payment of $5.00.
>
> Doug Bratt
>
> Douglas J. Bratt
> Lawyer
>
> <image002.jpg>
>
> Office: (360) 213-2040
> Fax: (360) 213-2030
>
> CONFIDENTIALITY NOTICE: This email message may contain confidential or privileged information. If you have received this message by mistake, please do not review, disclose, copy, or distribute the email. Instead, please notify us immediately by replying to this message or telephoning us. Thank you.
>
> NOTE: I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored at all times. If your matter is urgent, please phone my office during regular business hours.
>
> TAX ADVICE NOTICE: IRS Circular 230 requires us to advise you that, if this communication or any attachment contains any tax advice, the advice is not intended to be used, and cannot be used, for the purpose of avoiding federal tax penalties. A taxpayer may rely on professional advice to avoid federal tax penalties only if the advice is reflected in a comprehensive tax opinion that conforms to stringent requirements. Please contact us if you have any questions about Circular 230 or would like to discuss our preparation of an opinion that conforms to these IRS rules.
>
>
>
>
>
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Mike Winslow
> Sent: Wednesday, July 20, 2016 10:13 AM
> To: 'WSBA Probate & Trust Listserv'
> Subject: Re: [WSBAPT] Personal Rep deed distributing needs cert copy of LT
>
> See RCW 82.45.197.
>
> Michael A. Winslow
> 1204 Cleveland Ave.
> Mount Vernon, WA 98273
> Ph. 360-336-3321
> Em. Mike at winslegal.com
>
> This message is from an attorney, so it’s confidential. If you are not the intended recipient, it’s too late to stop reading this message, but you may not use it for any improper purpose. Huge Disclaimer available upon request.
>
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Paul Neumiller
> Sent: Wednesday, July 20, 2016 9:17 AM
> To: 'WSBA Probate & Trust Listserv'
> Subject: Re: [WSBAPT] Personal Rep deed distributing needs cert copy of LT
>
> Marcia, do you have the cite for the “law passed last month”?
>
>
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Marcia Mellinger
> Sent: Tuesday, July 19, 2016 5:52 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Personal Rep deed distributing needs cert copy of LT
>
> We used to send a copy of the certified Letters Testamentary when recording the deeds distributing properties to heirs. With the law passed last month, we now need to send an original certified copy of the LTs.
>
> Had this bounce back and don't want it to happen to you. Best, Marcia
>
> From: Kbrink at vjglaw.com
> To: wsbapt at lists.wsbarppt.com
> Date: Tue, 19 Jul 2016 22:25:27 +0000
> Subject: Re: [WSBAPT] Getting deceased husband off the deed
>
> I was hoping you would weigh in on this, John McCrady from Puget Sound Title.
>
> Thank you – and to everyone for all the good ideas!
>
>
> Best regards,
>
> Kerry E. Brink
> Kerry E. Brink • Attorney
>
> Estate Planning, Probate, Elder Law
> ____________________________________
> Vandeberg Johnson & Gandara, LLP
> PO Box 1315
> 1201 Pacific Ave Suite 1900
> Tacoma, WA 98401-1315
> www.vjglaw.com
> kbrink at vjglaw.com
> (Phone: 253.383.3791
> 7Fax: 253.383.6377
> Be sure to check out our blogs at "In Brief" at www.vjglaw.com
> Please consider the environment before printing this e-mail
> ______________________________
> CONFIDENTIALITY DISCLAIMER: This Electronic Message contains information belonging to Vandeberg Johnson & Gandara, LLP, which is confidential and/or privileged information. The information is intended only for the use of the individual or entity named above. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution or the taking of any action in reliance on the contents of this message is strictly prohibited. Please notify us immediately by replying to this message or telephoning us if you have received this message by mistake. Thank you.
>
>
>
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of John McCrady
> Sent: Tuesday, July 19, 2016 3:01 PM
> To: WSBA Probate & Trust Listserv
> Subject: Re: [WSBAPT] Getting deceased husband off the deed
>
> This is true, but don’t forget the new rules requiring the recording of both a lack of probate affidavit and of a death certificate.
> The recorded LOP affidavit can be found at the Department of Revenue web site, but for convenience I have attached a copy
>
> John McCrady
> Counsel
> Puget Sound Title Company
> 5350 Orchard Street West
> University Place WA 98466
> 253-476-5721
>
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Jay Goldstein
> Sent: Tuesday, July 19, 2016 2:35 PM
> To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Getting deceased husband off the deed
>
> Ask your local title company about Lack of Probate Affidavit.
>
> Title company may be willing to insure title with this.
>
> J
>
> Jay A. Goldstein
> <image003.png>
> 1800 Cooper Point RD SW NO. 8 | Olympia, WA 98502
> Telephone 360.352.1970 | Fax 360.357.0844 | www.jaglaw.net
> jay at jaglaw.net
>
> Nothing contained herein should be construed as legal advice.
> The purpose of this email is to transmit a message or document.
> Should you not be the intended recipient of this email message,
> please reply advising of the mistake and then delete this message
> from your computer. Should you have any questions,
> please call the Sender at 360-352-1970.
> No trees were killed in sending this message
> (however, a large number of electrons were terribly inconvenienced).
>
>
> From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Christopher Small
> Sent: Tuesday, July 19, 2016 2:21 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Getting deceased husband off the deed
>
> Have a question to what is likely a common problem, I just haven't dealt with it yet.
>
> Husband and wife own property. Husband dies with no will and no other assets.
>
> Years later wife is trying to transfer property to son and county won't allow it because husband is still on the deed.
>
> I'm getting a copy of the deed to make sure the property wasn't held in an unusual way, but assuming the property was held jointly as it normally is in the state, any ideas on how to get husband off the title?
>
> Thank you for your help.
>
> Cheers,
>
> Christopher Small
> CMS Law Firm LLC
> 150 Lake St., Suite 227
> Kirkland, WA 98033
> 206.659.1512
>
> _______________________________________________ WSBAPT mailing list WSBAPT at lists.wsbarppt.com http://mailman.fsr.com/mailman/listinfo/wsbapt
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com
> http://mailman.fsr.com/mailman/listinfo/wsbapt
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20160720/3b078a5b/attachment.html>
More information about the WSBAPT
mailing list