[WSBAPT] Garn-St Germaine question
Mark A. Morenz-Harbinger
mark at harbingerandassociates.com
Tue Sep 8 07:03:39 PDT 2020
Hello All,
Well, rats. This goes towards a question I posted to a little bit ago. I
had really hoped that a testamentary trust fit the definition of
"resulting from the death of a borrower." But, yes, further research
does point to a RLT being what people tend to use in similar situations.
Does anyone have any actual case law to definitively settle the
question?
I supposed prior approval from the lender is a good idea either way, eh?
Best,
_Mark
On 2020-09-03 12:00, wsbapt-request at lists.wsbarppt.com wrote:
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> Today's Topics:
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> 1. Snohomish County probate commissioner calendar? (Eric Nelsen)
> 2. Garn-St Germaine question (John Creahan)
> 3. Re: Garn-St Germaine question (Sarah J. Dion)
> 4. Snohomish County probate commissioner calendar (Dalynne
> Singleton)
> 5. Re: Snohomish County probate commissioner calendar (Eric Nelsen)
> 6. Re: Garn-St Germaine question (Kaitlyn Jackson)
> 7. Re: Garn-St Germaine question (John J. Sullivan, Esq.)
> 8. Estate Planning Attorney - Spokane (Felicia Value)
> 9. Title Elimination process for mobile home in Estate (Jane Bitz)
>
>
> ----------------------------------------------------------------------
>
> Message: 1
> Date: Wed, 2 Sep 2020 21:28:05 +0000
> From: Eric Nelsen <Eric at sayrelawoffices.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Snohomish County probate commissioner calendar?
> Message-ID:
> <57DC2058F333E340877E551711127784C663EA69 at SBS2011.SayreLawOffices.local>
>
> Content-Type: text/plain; charset="us-ascii"
>
> Can anyone decipher the current Commissioner calendar for
> probates<https://snohomishcountywa.gov/DocumentCenter/View/74872/Commissioner-Calendar-Emergency-Order-9-Effective-August-5-2020-PDF>
> in Snohomish County? Looks like probate hearings can be set only in
> Dept D, and only on Mondays at 1, Tuesdays at 1, Fridays at 9? The
> calendar just says "Guardianship" but I assume that's a combined
> GRD/probate calendar.
>
> Is there a formatting error perhaps, since Thursday is blank for Dept
> D?
>
> Sincerely,
>
> Eric
>
> Eric C. Nelsen
> Sayre Law Offices, PLLC
> 1417 31st Ave South
> Seattle WA 98144-3909
> 206-625-0092
> eric at sayrelawoffices.com<mailto:eric at sayrelawoffices.com>
>
> Covid-19 Update - All attorneys are working remotely during regular
> business hours and are available via email and by phone; please call
> the Seattle office. Videoconferencing also is available. Signing of
> estate planning documents can be completed and will be handled on a
> case-by-case basis; please call the Seattle office.
>
> MAIL AND DELIVERIES can be received at the Seattle office. For any
> other needed arrangements, please call the Seattle office.
>
> -------------- next part --------------
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> ------------------------------
>
> Message: 2
> Date: Wed, 2 Sep 2020 21:36:28 +0000
> From: John Creahan <john at cairn-law.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Garn-St Germaine question
> Message-ID:
> <MWHPR06MB279910C9C105615C5168D0CD962F0 at MWHPR06MB2799.namprd06.prod.outlook.com>
>
> Content-Type: text/plain; charset="us-ascii"
>
> Hi,
> A client owns a house (with a mortgage). Two siblings live with her
> and she wants them to have the option to remain in the house after her
> death.
> Garn-St. Germaine prohibits a bank from enforcing a due-on-sale clause
> in a mortgage if the property is transferred "to a relative resulting
> from the death of a borrower." Does anyone know if the transfer to a
> testamentary trust for a relative's benefit would also be protected?
> Thanks,
> John
>
>
> John Creahan
> 206-578-5877
> www.cairn-law.com<http://www.cairn-law.com/>
>
> Fremont office:
> 3417 Evanston Ave. N, Suite 312
> Seattle, WA 98103
>
> [cid:image001.png at 01D68135.E8717DD0]
>
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> ------------------------------
>
> Message: 3
> Date: Wed, 2 Sep 2020 21:49:12 +0000
> From: "Sarah J. Dion" <SDion at skellengerbender.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Garn-St Germaine question
> Message-ID:
> <MW3PR13MB3947568CA95511969FD52659D62F0 at MW3PR13MB3947.namprd13.prod.outlook.com>
>
> Content-Type: text/plain; charset="windows-1252"
>
> Was just looking into this on a case and as far as I could tell, it is
> not protected. Love to know if that is wrong though!
> Of course, whether a bank has any interest in enforcing such a clause
> is another question. It might be amenable to transferring the mortgage
> as long as everyone is solvent.
>
> Sarah Jael Dion
> skellenger bender
> ATTORNEY
> TRUST AND ESTATE PRACTICE
> Estate Planning | Probate
>
> PHONE 206.623.6501 | FAX 206.447.1973
> sdion at skellengerbender.com|<mailto:sdion at skellengerbender.com%7C>www.skellengerbender.com<http://www.skellengerbender.com/>
> 1301 Fifth Ave., Suite 3401 | Seattle, WA 98101
> Pronouns: she/her
> NOTICE: This communication and the information contained within,
> along with any items attached as an enclosure, are privileged and
> confidential. This communication is intended solely for the use of
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> From: wsbapt-bounces at lists.wsbarppt.com
> <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of John Creahan
> Sent: Wednesday, September 2, 2020 2:36 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Garn-St Germaine question
>
>
> ________________________________
> CAUTION: This email was sent from an external sender.
> ________________________________
>
> Hi,
> A client owns a house (with a mortgage). Two siblings live with her
> and she wants them to have the option to remain in the house after her
> death.
> Garn-St. Germaine prohibits a bank from enforcing a due-on-sale clause
> in a mortgage if the property is transferred "to a relative resulting
> from the death of a borrower." Does anyone know if the transfer to a
> testamentary trust for a relative's benefit would also be protected?
> Thanks,
> John
>
>
> John Creahan
> 206-578-5877
> www.cairn-law.com<http://www.cairn-law.com/>
>
> Fremont office:
> 3417 Evanston Ave. N, Suite 312
> Seattle, WA 98103
>
> [cid:image001.png at 01D68138.37CCF920]
>
> -------------- next part --------------
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>
> ------------------------------
>
> Message: 4
> Date: Wed, 2 Sep 2020 21:50:28 +0000
> From: Dalynne Singleton <dalynne at glgmail.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Snohomish County probate commissioner calendar
> Message-ID:
> <MWHPR12MB1504B757F3CF67573EFE5D6AA52F0 at MWHPR12MB1504.namprd12.prod.outlook.com>
>
> Content-Type: text/plain; charset="us-ascii"
>
> Probates are only on Tuesdays at 1 p.m. and are limited in number (14
> I believe now). You should contact the clerk when you are about to
> set for a Tuesday and ask if there is any room for your motion/hearing
> on a given date.
> Right now, the motions/hearings are no oral argument unless ordered by
> the Commissioner/Judge.
>
> Dalynne Singleton
> Gourley Law Group
> Snohomish Escrow
> The Exchange Connection
> 1002 10th Street / PO Box 1091
> Snohomish, WA 98291
> 360.568.5065
> 360.568.8092 fax
> dalynne at glgmail.com<mailto:dalynne at glgmail.com>
> Website: www.glglawgroup.com
>
> As we face the challenges presented by COVID-19, we want to update you
> as to the steps we are taking at Gourley Law Group. Our top priority
> is the health & safety of our employees, clients, colleagues, friends,
> & all of their families & communities. Therefore, I am working
> remotely. We have limited staffing in the office to maintain critical
> functions. We are able to make & receive telephone calls, access
> files, emails & voicemails. Attorney/client meetings will be handled
> by teleconference or virtually whenever possible. Be assured that we
> will continue to advise & support our clients throughout this health
> emergency.
>
> If you would like to set a telephone conference or in-person meeting,
> please email my paralegal
> theresa at glgmail.com<mailto:theresa at glgmail.com> or
> dara at glgmail.com<mailto:dara at glgmail.com>.
>
> Please be advised, we are requiring all clients with scheduled
> appointments coming in, as well as our staff, to be prepared to wear a
> face mask or adequate covering during all in office interactions.
>
> LICENSED IN WASHINGTON AND OREGON
> IMPORTANT/CONFIDENTIAL: This e-mail message (and any attachments
> accompanying it) may contain confidential information, including
> information protected by attorney-client privilege. The information is
> intended only for the use of the intended recipient(s). Delivery of
> this message to anyone other than the intended recipient(s) is not
> intended to waive any privilege or otherwise detract from the
> confidentiality of the message. If you are not the intended
> recipient, or if this message has been addressed to you in error, do
> not read, disclose, reproduce, distribute, disseminate or otherwise
> use this transmission, rather, please promptly notify the sender by
> reply e-mail, and then destroy all copies of the message and its
> attachments, if any.
> [cid:image001.png at 01D68138.64436B60] [Rated by Super Lawyers]
> <https://urldefense.proofpoint.com/v2/url?u=http-3A__www.superlawyers.com_redir-3Fr-3Dhttp-3A__www.superlawyers.com_washington_lawyer_Gary-2DManca_ca059d21-2D1b6e-2D4fca-2Db396-2D80c253f82402.html-26c-3Demail-5FSmall-5Fbadge-26i-3Dca059d21-2D1b6e-2D4fca-2Db396-2D80c253f82402&d=DwMGaQ&c=4VfW4Y7UDKzr0jHM1Tk29w&r=wJy-5dBh2e8cdp8KTDyWsjq7WPfG_HRNpImWO5yfs2A&m=FCmO2jSMMhwxfYb-8WN5A3L-M6GKeJ_8gc6cS3vECHM&s=z2j9M4GPJAL7pempIOe0TGAPkMWrzXJSlY1lyMRDlRg&e=>
> [cid:image003.gif at 01D68138.64436B60]
> [cid:image004.png at 01D68138.64436B60]
>
> From: wsbapt-bounces at lists.wsbarppt.com
> <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Eric Nelsen
> Sent: Wednesday, September 2, 2020 2:28 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Snohomish County probate commissioner calendar?
>
> Can anyone decipher the current Commissioner calendar for
> probates<https://snohomishcountywa.gov/DocumentCenter/View/74872/Commissioner-Calendar-Emergency-Order-9-Effective-August-5-2020-PDF>
> in Snohomish County? Looks like probate hearings can be set only in
> Dept D, and only on Mondays at 1, Tuesdays at 1, Fridays at 9? The
> calendar just says "Guardianship" but I assume that's a combined
> GRD/probate calendar.
>
> Is there a formatting error perhaps, since Thursday is blank for Dept
> D?
>
> Sincerely,
>
> Eric
>
> Eric C. Nelsen
> Sayre Law Offices, PLLC
> 1417 31st Ave South
> Seattle WA 98144-3909
> 206-625-0092
> eric at sayrelawoffices.com<mailto:eric at sayrelawoffices.com>
>
> Covid-19 Update - All attorneys are working remotely during regular
> business hours and are available via email and by phone; please call
> the Seattle office. Videoconferencing also is available. Signing of
> estate planning documents can be completed and will be handled on a
> case-by-case basis; please call the Seattle office.
>
> MAIL AND DELIVERIES can be received at the Seattle office. For any
> other needed arrangements, please call the Seattle office.
>
> -------------- next part --------------
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>
> ------------------------------
>
> Message: 5
> Date: Wed, 2 Sep 2020 22:06:42 +0000
> From: Eric Nelsen <Eric at sayrelawoffices.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Snohomish County probate commissioner calendar
> Message-ID:
> <57DC2058F333E340877E551711127784C663EB08 at SBS2011.SayreLawOffices.local>
>
> Content-Type: text/plain; charset="us-ascii"
>
> Thanks Dalynne!
>
> Sincerely,
>
> Eric
>
> Eric C. Nelsen
> Sayre Law Offices, PLLC
> 1417 31st Ave South
> Seattle WA 98144-3909
> 206-625-0092
> eric at sayrelawoffices.com<mailto:eric at sayrelawoffices.com>
>
> Covid-19 Update - All attorneys are working remotely during regular
> business hours and are available via email and by phone; please call
> the Seattle office. Videoconferencing also is available. Signing of
> estate planning documents can be completed and will be handled on a
> case-by-case basis; please call the Seattle office.
>
> MAIL AND DELIVERIES can be received at the Seattle office. For any
> other needed arrangements, please call the Seattle office.
>
> From: wsbapt-bounces at lists.wsbarppt.com
> <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Dalynne Singleton
> Sent: Wednesday, September 2, 2020 2:50 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Snohomish County probate commissioner calendar
>
> Probates are only on Tuesdays at 1 p.m. and are limited in number (14
> I believe now). You should contact the clerk when you are about to
> set for a Tuesday and ask if there is any room for your motion/hearing
> on a given date.
> Right now, the motions/hearings are no oral argument unless ordered by
> the Commissioner/Judge.
>
> Dalynne Singleton
> Gourley Law Group
> Snohomish Escrow
> The Exchange Connection
> 1002 10th Street / PO Box 1091
> Snohomish, WA 98291
> 360.568.5065
> 360.568.8092 fax
> dalynne at glgmail.com<mailto:dalynne at glgmail.com>
> Website: www.glglawgroup.com<http://www.glglawgroup.com>
>
> As we face the challenges presented by COVID-19, we want to update you
> as to the steps we are taking at Gourley Law Group. Our top priority
> is the health & safety of our employees, clients, colleagues, friends,
> & all of their families & communities. Therefore, I am working
> remotely. We have limited staffing in the office to maintain critical
> functions. We are able to make & receive telephone calls, access
> files, emails & voicemails. Attorney/client meetings will be handled
> by teleconference or virtually whenever possible. Be assured that we
> will continue to advise & support our clients throughout this health
> emergency.
>
> If you would like to set a telephone conference or in-person meeting,
> please email my paralegal
> theresa at glgmail.com<mailto:theresa at glgmail.com> or
> dara at glgmail.com<mailto:dara at glgmail.com>.
>
> Please be advised, we are requiring all clients with scheduled
> appointments coming in, as well as our staff, to be prepared to wear a
> face mask or adequate covering during all in office interactions.
>
> LICENSED IN WASHINGTON AND OREGON
> IMPORTANT/CONFIDENTIAL: This e-mail message (and any attachments
> accompanying it) may contain confidential information, including
> information protected by attorney-client privilege. The information is
> intended only for the use of the intended recipient(s). Delivery of
> this message to anyone other than the intended recipient(s) is not
> intended to waive any privilege or otherwise detract from the
> confidentiality of the message. If you are not the intended
> recipient, or if this message has been addressed to you in error, do
> not read, disclose, reproduce, distribute, disseminate or otherwise
> use this transmission, rather, please promptly notify the sender by
> reply e-mail, and then destroy all copies of the message and its
> attachments, if any.
> [cid:image001.png at 01D6813A.A9EBAF90] [Rated by Super Lawyers]
> <https://urldefense.proofpoint.com/v2/url?u=http-3A__www.superlawyers.com_redir-3Fr-3Dhttp-3A__www.superlawyers.com_washington_lawyer_Gary-2DManca_ca059d21-2D1b6e-2D4fca-2Db396-2D80c253f82402.html-26c-3Demail-5FSmall-5Fbadge-26i-3Dca059d21-2D1b6e-2D4fca-2Db396-2D80c253f82402&d=DwMGaQ&c=4VfW4Y7UDKzr0jHM1Tk29w&r=wJy-5dBh2e8cdp8KTDyWsjq7WPfG_HRNpImWO5yfs2A&m=FCmO2jSMMhwxfYb-8WN5A3L-M6GKeJ_8gc6cS3vECHM&s=z2j9M4GPJAL7pempIOe0TGAPkMWrzXJSlY1lyMRDlRg&e=>
> [cid:image003.gif at 01D6813A.A9EBAF90]
> [cid:image004.png at 01D6813A.A9EBAF90]
>
> 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 Eric Nelsen
> Sent: Wednesday, September 2, 2020 2:28 PM
> To: WSBA Probate & Trust Listserv
> <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
> Subject: [WSBAPT] Snohomish County probate commissioner calendar?
>
> Can anyone decipher the current Commissioner calendar for
> probates<https://snohomishcountywa.gov/DocumentCenter/View/74872/Commissioner-Calendar-Emergency-Order-9-Effective-August-5-2020-PDF>
> in Snohomish County? Looks like probate hearings can be set only in
> Dept D, and only on Mondays at 1, Tuesdays at 1, Fridays at 9? The
> calendar just says "Guardianship" but I assume that's a combined
> GRD/probate calendar.
>
> Is there a formatting error perhaps, since Thursday is blank for Dept
> D?
>
> Sincerely,
>
> Eric
>
> Eric C. Nelsen
> Sayre Law Offices, PLLC
> 1417 31st Ave South
> Seattle WA 98144-3909
> 206-625-0092
> eric at sayrelawoffices.com<mailto:eric at sayrelawoffices.com>
>
> Covid-19 Update - All attorneys are working remotely during regular
> business hours and are available via email and by phone; please call
> the Seattle office. Videoconferencing also is available. Signing of
> estate planning documents can be completed and will be handled on a
> case-by-case basis; please call the Seattle office.
>
> MAIL AND DELIVERIES can be received at the Seattle office. For any
> other needed arrangements, please call the Seattle office.
>
> -------------- next part --------------
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>
> ------------------------------
>
> Message: 6
> Date: Wed, 2 Sep 2020 15:09:54 -0700
> From: Kaitlyn Jackson <kaitlyn at dimensionlaw.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Garn-St Germaine question
> Message-ID: <7C7181EB-B927-40E0-A19B-E13440B8049D at dimensionlaw.com>
> Content-Type: text/plain; charset="utf-8"
>
> I?d love to know the answer to this as well!
>
> Sent from my iPhone
>
>> On Sep 2, 2020, at 2:51 PM, Sarah J. Dion <SDion at skellengerbender.com>
>> wrote:
>>
>> ?
>> Was just looking into this on a case and as far as I could tell, it is
>> not protected. Love to know if that is wrong though!
>>
>> Of course, whether a bank has any interest in enforcing such a clause
>> is another question. It might be amenable to transferring the mortgage
>> as long as everyone is solvent.
>>
>>
>>
>> Sarah Jael Dion
>>
>> skellenger bender
>>
>> ATTORNEY
>>
>> TRUST AND ESTATE PRACTICE
>> Estate Planning | Probate
>>
>> PHONE 206.623.6501 | FAX 206.447.1973
>> sdion at skellengerbender.com|www.skellengerbender.com
>> 1301 Fifth Ave., Suite 3401 | Seattle, WA 98101
>>
>> Pronouns: she/her
>>
>> NOTICE: This communication and the information contained within,
>> along with any items attached as an enclosure, are privileged and
>> confidential. This communication is intended solely for the use of
>> the individual(s) named above. If you are not one of the intended
>> addresses or you believe you may have received this communication in
>> error, you are hereby notified that any consideration, dissemination
>> or duplication of this communication is strictly prohibited. In
>> addition, you shall not print, copy, retransmit, disseminate, or
>> otherwise use this information in any form without first receiving
>> specific written permission from the author of this communication. If
>> you have received this communication in error, please reply to the
>> sender indicating that fact and delete this message from your system
>> immediately.
>>
>>
>>
>>
>> From: wsbapt-bounces at lists.wsbarppt.com
>> <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of John Creahan
>> Sent: Wednesday, September 2, 2020 2:36 PM
>> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
>> Subject: [WSBAPT] Garn-St Germaine question
>>
>>
>>
>> CAUTION: This email was sent from an external sender.
>>
>>
>> Hi,
>>
>> A client owns a house (with a mortgage). Two siblings live with her
>> and she wants them to have the option to remain in the house after her
>> death.
>>
>> Garn-St. Germaine prohibits a bank from enforcing a due-on-sale clause
>> in a mortgage if the property is transferred ?to a relative resulting
>> from the death of a borrower.? Does anyone know if the transfer to a
>> testamentary trust for a relative?s benefit would also be protected?
>>
>> Thanks,
>>
>> John
>>
>>
>>
>>
>>
>> John Creahan
>> 206-578-5877
>> www.cairn-law.com
>>
>> Fremont office:
>> 3417 Evanston Ave. N, Suite 312
>> Seattle, WA 98103
>>
>> <image001.png>
>>
>>
>> ***Disclaimer: Please note that RPPT listserv participation is not
>> restricted to practicing attorneys and may include non-practicing
>> attorneys, law students, professionals working in related fields, and
>> others.***
>> _______________________________________________
>> WSBAPT mailing list
>> WSBAPT at lists.wsbarppt.com
>> http://mailman.fsr.com/mailman/listinfo/wsbapt
>
> --
> PRIVILEGED AND CONFIDENTIAL:??This e-mail (including any attachments)
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>
> ------------------------------
>
> Message: 7
> Date: Wed, 2 Sep 2020 22:28:54 -0700
> From: "John J. Sullivan, Esq." <sullaw at comcast.net>
> To: "'WSBA Probate & Trust Listserv'" <wsbapt at lists.wsbarppt.com>
> Subject: Re: [WSBAPT] Garn-St Germaine question
> Message-ID: <031c01d681b3$214d2000$63e76000$@comcast.net>
> Content-Type: text/plain; charset="us-ascii"
>
> I've always interpreted the statute and regs to limit the devise upon
> death
> to a relative exemption as not applying if the devise is to an
> irrevocable
> trust.
>
>
>
> John J. Sullivan
>
>
>
> From: wsbapt-bounces at lists.wsbarppt.com
> <wsbapt-bounces at lists.wsbarppt.com>
> On Behalf Of John Creahan
> Sent: Wednesday, September 2, 2020 2:36 PM
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Garn-St Germaine question
>
>
>
> Hi,
>
> A client owns a house (with a mortgage). Two siblings live with her and
> she
> wants them to have the option to remain in the house after her death.
>
> Garn-St. Germaine prohibits a bank from enforcing a due-on-sale clause
> in a
> mortgage if the property is transferred "to a relative resulting from
> the
> death of a borrower." Does anyone know if the transfer to a
> testamentary
> trust for a relative's benefit would also be protected?
>
> Thanks,
>
> John
>
>
>
>
>
> John Creahan
> 206-578-5877
> <http://www.cairn-law.com/> www.cairn-law.com
>
>
>
> Fremont office:
>
> 3417 Evanston Ave. N, Suite 312
> Seattle, WA 98103
>
>
>
>
>
>
>
> -------------- next part --------------
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>
> ------------------------------
>
> Message: 8
> Date: Thu, 3 Sep 2020 11:38:57 -0700
> From: Felicia Value <felicia at skagitprobate.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Estate Planning Attorney - Spokane
> Message-ID: <a60fc357-7869-c50d-4513-30391edc58f3 at skagitprobate.com>
> Content-Type: text/plain; charset=utf-8; format=flowed
>
>
> Hello Colleagues -
>
> Former clients of mine have moved to Spokane,? and are looking for an
> experienced estate planning attorney there to help them tune up their
> documents.? I will forward all suggestions directly to them.? Thanks in
> advance -
>
> Felicia
>
> --
> PLEASE NOTE! As of August 1, 2019, my office has MOVED to 413 Morris
> St. in La Conner.
>
> Felicia Value
> Attorney at Law
> PO Box 578/413 Morris Street
> La Conner, WA 98257
> (360) 466-2088
> Felicia at skagitprobate.com
>
> IMPORTANT:
> 1. This office does not accept service of pleadings or process
> service by e-mail or fax except with the express prior permission of
> the intended recipient.
> 2. This email address is not monitored at all times. If your matter
> is urgent, please phone my office.
> 3. Messages sent to or from my office via email are not encrypted and
> not secure.
> 4. This email may contain confidential material protected by
> attorney/client privilege, and is intended for use solely by the above
> referenced recipient. Any review, copying, printing, disclosure,
> distribution, or other use is strictly prohibited and may be unlawful.
> If you are not the named recipient, or may have received this email in
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>
>
>
>
>
> ------------------------------
>
> Message: 9
> Date: Thu, 3 Sep 2020 18:53:52 +0000
> From: Jane Bitz <jbitz at whc-attorneys.com>
> To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> Subject: [WSBAPT] Title Elimination process for mobile home in Estate
> Message-ID:
> <DFDDFD2FC5188749B2C42D580FDF3B710101806F71 at 2012Temp.Law.int>
> Content-Type: text/plain; charset="us-ascii"
>
> Hi All:
>
> Client is Personal Representative of his mother's estate and is
> selling land with a mobile home. The buyer's lender requires that we
> eliminate the title on the mobile and "affix" it to the land prior to
> closing.
>
> PR went to Department of Licensing with the original Title, a Title
> Elimination form filled out and Letters Testamentary and has been told
> that the Title to the mobile (now in mother's name) and "title" to the
> land must both be put into the name of the "Estate" before they can
> eliminate title. We can't deed the land from her Estate to her Estate,
> so that absolutely doesn't make sense.
>
> I need some help with the process. Does the PR have to have a new
> title for the mobile home issued in the name of the Estate?
>
> Thanks for your wisdom in advance.
> Jane.
>
> Jane G. Bitz
> Of Counsel
> Wolff, Hislop & Crockett, PLLC
> 12209 E. Mission Ave, Suite 5
> Spokane Valley, WA 99206-4824
> (509) 927-9700 x126
> FAX: (509) 777-1800
>
> [image001
> (4)][cid:image002.png at 01D681E8.E4482F20][cid:image003.jpg at 01D681E8.E4482F20]
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> PLEASE NOTIFY ME BY E-MAIL, FAX OR TELEPHONE and PROMPTLY DELETE this
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>
> ------------------------------
>
> ***Disclaimer: Please note that RPPT listserv participation is not
> restricted to practicing attorneys and may include non-practicing
> attorneys, law students, professionals working in related fields, and
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