[WSBAPT] Deed from PR directly to Trust

[michael westseattleattorney.com]

Thx Mike - I wasn't clear - I was hoping to avoid two recording fees - I agree its exempt

[cid:67b81881-5bea-4f37-aa0c-ea86a14d53fd]

________________________________
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> on behalf of Mike Zeno <mikez at zenolawfirm.com>
Sent: Friday, October 22, 2021 10:39 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Deed from PR directly to Trust


Inheritances are excise-tax exempt, per WAC 458-61A-202, and transfer into a revocable trust ought to be exempt under WAC 458-61A-211(2)(g).  So hopefully no excise tax.



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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of michael westseattleattorney.com
Sent: Friday, October 22, 2021 10:09 AM
To: WSBA Probate & Trust Listserve <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Deed from PR directly to Trust



Recorder insists on a two step process - PR W deed deceased H 1/2 interest to W and then W 100% interest to Wife's Trust.  Any other options than paying a double fee? Thanks

Mike



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