[WSBAPT] Recording CPA Affidavit of Surviving Spouse in King County

David Moe davidmoe at maplevalleylaw.com
Mon Feb 19 14:35:15 PST 2018


I routinely make a copy of the death certificate an exhibit to the affidavit of surviving spouse (claiming under the CPA), and have not met any rejections at the King County Recorder’s office.  I’ve always wanted the community property agreement to be recorded under its own instrument title; and I’ve had the King County Recorder charge a double recording fee where I have recorded an instrument under/bearing two titles.
Dave Moe

David Moe Attorney, P.S.
Telephone:  425-432-1277
Fax:  425-432-1280
Address:
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Email:  davidmoe at maplevalleylaw.com<mailto:davidmoe at maplevalleylaw.com>
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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of James B. Dolan
Sent: Monday, February 19, 2018 2:13 PM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Recording CPA Affidavit of Surviving Spouse in King County

Hello:

Can anyone advise whether King County Auditor will record a CPA Affidavit of Surviving Spouse with CPA and Death Certificate attached as exhibits (as does Skagit) or are separate recordings of each required (as does Snohomish)?  I plan to call Auditor tomorrow when they are open but thought I’d get a heads up from the listserve.

Thank you,

Jim Dolan

===================

Jones Butler Dolan, PS
www.jbdolan.com<http://www.jbdolan.com>
www.jonesbutlerdolan.com<http://www.jonesbutlerdolan.com>

Mount Vernon

P.O. Box 2784
415 Pine Street
Mount Vernon, WA 98273
Telephone: 360-336-2939
Facsimile: 360-336-2949

Stanwood

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Stanwood, WA 98292
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Facsimile: 360-629-6253



From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Christopher Small
Sent: Monday, February 19, 2018 1:58 PM
To: wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Transferring closed corp to heirs

Listmates:
Client is PR of estate. Estate owns a closed corp that wasn't a truly functioning business but does have a bank account with funds in it that PR can't access because can't demonstrate an interest in the corp (i.e no shares issued, etc. - decedent is shown as president of company).
Anyone have any ideas for the easiest way to solve this problem? It is as simple as the PR transferring interest in shares to heirs and then heirs adopting resolution naming a president of the company?
Any guidance on this would be much appreciated.
Cheers,

Christopher Small
CMS Law Firm LLC<http://cmslawfirm.com>
150 Lake St. S., Suite 218
Kirkland, WA 98033
206.659.1512


Legal stuff I have to put in... To ensure compliance with Treasury Department and IRS regulations, we inform you that, unless expressly indicated otherwise, any federal tax advice contained in this communication (including any attachments) is not intended or written by CMS Law Firm LLC to be used, and cannot be used by the taxpayer, for the purpose of: (i) avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code; or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein (or any attachments).

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