[WSBAPT] TODD w/o REETA

[michael westseattleattorney.com]

Hi Amy, The REETA is not recorded with the Deed. The beneficiary records it after the death. Mike

[cid:3b434f9f-8698-4508-abb6-8ef82806587d]
________________________________
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> on behalf of Amy Goertz <amyjgoertz at icloud.com>
Sent: Friday, August 18, 2023 12:21 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] TODD w/o REETA

Good Afternoon,

I have a new potential client whose sister died on August 4. Unmarried, no kids, survived by her sister and her mom.

On August 3, knowing that things weren’t going well, the decedent signed a Will and Transfer on Death Deed leaving all to potential client sister with mom as alternate beneficiary.

PC recorded Transfer on Death Deed in Pierce County on the same day, August 3, 2023. She did not prepare or record a Real Estate Excise Tax Affidavit.

Sister died on August 4, 2023.

All other assets are held with sister or mom as named beneficiary and thus do not require probate.

What is the best way to transfer the house to the PC since no REETA was recorded with the TODD?

[mail.gif]
Amy

Amy J. Goertz, J.D.
Goertz & Lambrecht PLLC
amyjgoertz at icloud.com<mailto:amyjgoertz at icloud.com>

1.888.926.2607 phone
1.877.684.1627 fax

Address for correspondence:
2829 S. Grand Blvd., Suite 303
Spokane, WA 99203

Additional office locations:
510 Bell Street
Edmonds, WA 98020

Goertz & Lambrecht PLLC
www.goertzlambrecht.com<http://www.goertzlambrecht.com/>







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