[WSBAPT] Specific Devise of Real Property

Jeff at bellanddavispllc.com Jeff at bellanddavispllc.com
Wed Dec 14 15:50:50 PST 2022


I agree this would be the time to clear this up; but, as always, client
wants to sign the new Will ASAP.  So I think the answer, here, is to do what
Phil suggests and then follow through with what Christopher suggests.

 

Jeff

 

W. Jeff Davis

BELL & DAVIS PLLC

Attorneys at Law
P.O. Box 510

720 E. Washington Street, Suite 105
Sequim WA 98382
Phone: (360) 683.1129 
Fax: (360) 683.1258 
email:  <mailto:jeff at bellanddavispllc.com> jeff at bellanddavispllc.com
 <http://www.bellanddavispllc.com/> www.bellanddavispllc.com
 
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
On Behalf Of Philip N. Jones
Sent: Wednesday, December 14, 2022 3:32 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Specific Devise of Real Property

 

True, but if you (or your client) don't want to go to that trouble, just
describe it in a way that is unmistakable, even though it is not the correct
legal description.  For example, my home at 1234 Anywhere Street, Spokane WA
99203, together with any adjacent lots owned by me.

Phil Jones

 

Philip N. Jones

Duffy Kekel LLP

900 S.W. Fifth Ave. Suite 2500

Portland, OR 97204

 <mailto:pjones at duffykekel.com> pjones at duffykekel.com

(503) 226-1371 - office

(503) 853-1482 - cell

(503) 226-3574 - fax

 

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
On Behalf Of Britt, Christopher
Sent: Wednesday, December 14, 2022 3:00 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Specific Devise of Real Property

 

I would use this as an opportunity to clarify what is owned and take care of
it during the lifetime of the testator.  Get a survey or title insurance
policy and use the new legal or the newly clarified information to make life
easier for you and them.  It will help them sleep more soundly knowing that
they are transferring what they mean to and it will help you sleep more
soundly knowing that you have the correct legal.




Christopher G. Britt, M.A., J.D.

Attorney at Law



1403 S. Grand Blvd., Suite 201-S

Spokane, WA 99203-2278


P: 509.455.3713
D: 509.316.2131
F: +1.509.455.3718 (must dial 1 before area code)

E:  <mailto:christopher at lucentlaw.com> christopher at lucentlaw.com

Web:
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law.com%2F&data=05%7C01%7Cpjones%40duffykekel.com%7C3da920812bb046a25efd08da
de27b903%7C2d66ed5354fa4c2f8c4dbff1aca5479d%7C0%7C0%7C638066559462190902%7CU
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YJDWo%3D&reserved=0> www.lucentlaw.com

 

 

On Wed, Dec 14, 2022 at 2:56 PM <Jeff at bellanddavispllc.com
<mailto:Jeff at bellanddavispllc.com> > wrote:

Listmates:

 

Client wants to specifically devise a piece of property.  I usually include
the full legal description in the Will.  However, there is confusion as to
the correct legal description.  There appears to be overlapping deeds;
several correction deeds, that involve two properties.  For a specific
bequest of real property, is it suffice to use just the street address; or
couple it with the assessor's tax id?

 

Jeff Davis

 

W. Jeff Davis

BELL & DAVIS PLLC

Attorneys at Law
P.O. Box 510

720 E. Washington Street, Suite 105
Sequim WA 98382
Phone: (360) 683.1129 
Fax: (360) 683.1258 
email:  <mailto:jeff at bellanddavispllc.com> jeff at bellanddavispllc.com
 
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