[WSBAPT] Small Estate Affidavit for Community Stock

[Denise Kuhlman]

Can you use a Small Estate Affidavit where the spouse is transferring title
to stock? The stock already belongs to the spouse by operation of law, but
it needs to be re-registered in the surviving spouse's name. The value of
the account is $300,000. Can we claim a transfer amount of zero by
operation of law or must it be $150,000 as half of the community property?

TIA!
Denise Kuhlman
*Kuhlman Law Office, PLLC.*
Office: (206) 795-6418
Fax: (856) 344-1866
Email: denise at kuhlmanlaw.com
http://www.kuhlmanlaw.com/

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.
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20220713/9c59d089/attachment.html>