[WSBAPT] Property Title

[Tom Westbrook]

If PC is correct, get sisters to stipulate to PC being PR of estate and in
the same document, they disclaim interest in the home (or entire estate if
you can get that for PC); then open probate and get PC appointed.



Sincerely,



Tom



Thomas J. Westbrook

Attorney at Law



[image: whiteRKCS_newlogo50_email_sig]



Rodgers, Kee Card & Strophy, P.S.

324 West Bay Drive NW, Suite 201

Olympia, Washington  98502



Phone: 360-352-8311

Facsimile: 360-352-8501

Email: tjw at buddbaylaw.com

Skype: thomas.westbrook

www.buddbaylaw.com



The information contained in this email and attachment(s) are for the
exclusive use of the addressee(s) and may contain private, privileged
and/or confidential information.  If you are not the addressee, you are
strictly prohibited from reading, photocopying, distributing or otherwise
using this email or its contents in any way. If you have received this
communication in error, please notify us immediately by telephone at
360-352-8311 or by e-mail to shannon at buddbaylaw.com, and destroy the
original message from your electronic files.







*From:* wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
*On Behalf Of *Amy Goertz
*Sent:* Monday, March 18, 2019 10:31 AM
*To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
*Subject:* [WSBAPT] Property Title



Good morning, list servers,



I had a potential client call with a request that I “prepare a deed” to
transfer her recently deceased mother’s home into her name so she can get
the senior discount when paying the property tax. She neglected to mention,
however, as she ultimately revealed upon some pointed questioning, that she
has three sisters, mom had a Will leaving the estate 4-ways, no probate has
been done, etc. She just wants the house transferred into her name for
property tax purposes as she is living in the house. I don’t think she’s
being purposely deceitful, she just wants to accomplish getting the tax
discount.



I told her she cannot transfer the house without starting a probate and
cannot transfer the house to herself without an Agreement with her sisters.
She says the sisters will agree, although she admits that the house is the
only asset of significant value in the estate besides a collector car worth
about 10k.



If her sisters are, in fact, willing to allow her to transfer the house
into her name for the purpose of getting the senior discount for property
taxes, how would one accomplish holding the title in her name and yet
preserving the interest of the other three sisters?



Thanks in advance for your thoughts on this.



Amy




*Amy J. Goertz, J.D.*

*Goertz & Lambrecht PLLC*

amyjgoertz at icloud.com



1.888.926.2607 phone
1.877.684.1627 fax

Address for correspondence:

2829 S. Grand Blvd., Suite 303
Spokane, WA 99203



Additional office locations:

510 Bell Street
Edmonds, WA 98020



7418 East Helm Drive
Scottsdale, AZ 85260



Goertz & Lambrecht PLLC

www.goertzlambrecht.com
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20190318/ede5bad4/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.jpg
Type: image/jpeg
Size: 15390 bytes
Desc: not available
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20190318/ede5bad4/image001.jpg>