[WSBAPT] TODD w/o REETA

[Julie Martiniello]

Hi Amy,

The beneficiary of the deed will record a REETA with a redacted death
certificate to have the title vest in their name. The REETA will need to
reference the recording number of the TODD.

On Fri, Aug 18, 2023 at 12:24 PM Amy Goertz <amyjgoertz at icloud.com> wrote:

> 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?
>
> [image: mail.gif]
>
>
> *Amy*
> *Amy J. Goertz, J.D.*
> *Goertz & Lambrecht PLLC*
> 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
>
>
>
>
>
>
>
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-- 


Respectfully,



Julie Martiniello, Partner

Dimension Law Group, PLLC

*Office:*  206-973-3500│*Fax:*  206-577-5090

*Email: **julie at dimensionlaw.com <synthia at dimensionlaw.com>*

*www.dimensionlaw.com <http://www.dimensionlaw.com/>*


631 Strander Blvd, Bldg A, Suite G, Tukwila, WA 98188


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