[WSBAPT] TDD

Ronald St. Hilaire rfs at licbs.com
Mon Apr 2 10:28:33 PDT 2018


Is this a Transfer on Death Deed?  Your subject line is TDD, but the body of your email does not state exactly what type of deed it is.

If yes, see RCW 64.80.060(3).

________________________________
Ronald F. St. Hilaire · Attorney at Law
Liebler & St. Hilaire, P.S.
P.O. Box 6125 · Kennewick, WA  99336
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(509) 735-3581 office · (509) 735-3585 fax
rfs at licbs.com<mailto:rfs at licbs.com> · www.bentonfranklinlaw.com<http://www.bentonfranklinlaw.com/>

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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of David Sweeney
Sent: Monday, April 02, 2018 10:06 AM
To: WSBA Probate & Trust Listserv
Subject: Re: [WSBAPT] TDD

Might also keep in mind that the stepped-up cost basis at date of death could be lost if the transfer was before then.

David B. Sweeney
Smith & Zuccarini, P.S.
2155-112th Avenue NE
Bellevue, Washington 98004
Telephone:  425-453-4455
Direct Line: 425-990-1586
Facsimile:   425-453-4454
E-mail:D.sweeney at smithzuccarini.com<blocked::mailto:D.sweeney at smithzuccarini.com>
www.smithzuccarini.com<http://www.smithzuccarini.com/>
From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of nestor at pplsweb.com<mailto:nestor at pplsweb.com>
Sent: Monday, April 02, 2018 9:49 AM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] TDD

Was there actual delivery to the beneficiary before death or was this a “record after I die” situation. If deed was not delivered before death, then there was no valid conveyance.

A lot will also depend on the title underwriter and if there are sufficient facts that would make them comfortable that delivery took place before death so they can insure the title.  Keep in mind that there is a penalty for not paying excise tax within 30 days of the date of the deed (if any  excise tax was due such as if there was an outstanding mortgage).

Nestor Gorfinkel, Attorney at Law
Licensed in Washington & Florida
Florida Civil-Law (International) Notary

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From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of michael at westseattleattorney.com<mailto:michael at westseattleattorney.com>
Sent: Monday, April 2, 2018 9:24 AM
To: WSBA Probate & Trust Listserve <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] TDD

Deed notarized a few years ago but client did not record the Deed before he died. Beneficiary recorded the Deed the4 next business day after he died. Is this effective to convey ?
Thanks
Mike

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