[WSBAPT] question about personal representative deed

Mike Winslow mike at winslegal.com
Tue Sep 22 17:57:33 PDT 2020


BTW you have two separate excise tax exemptions in play. The Treasurer may require you to do two deeds, with separate REETAS, reflecting each exemption applicable to each half interest.
 
Michael A. Winslow
1204 Cleveland Ave.
Mount Vernon, WA 98273
Ph. 360-336-3321
Em. Mike at winslegal.com
 
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From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Jenna Brozik
Sent: Tuesday, September 22, 2020 5:28 PM
To: WSBA Probate & Trust Listserv
Subject: [WSBAPT] question about personal representative deed
 
Hello listmates, 
 
My client is the PR of his mother's estate.(Bill)
There is land titled in Bill's name and his mother's name that needs to be transferred into Bill and Bill's wife's name. 
Bill, acting as PR, is the grantor over his mother's portion of the property but does it need to be clarified that he is acting as a married man and not a PR when transferring his portion of the land to himself and his wife?
(He owns the land outright 50% as tenants in common with his mother (who owned the other 50%)
I was going to just have BIll as PR as Grantor and Bill and his wife as Grantees on the deed.....probably overthinking this one. 
 
Any comments are welcome. 
 
Thanks, 

Jenna Brozik
Attorney at Law
Prinz & Brozik PLLC
445 S Grand Ave
Pullman, WA 99163
(509)338-0908 / (509) 338-3527 (fax)
jennaprinzlaw at gmail.com
 
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