[WSBAPT] TODD w/o REETA

Fri Aug 18 14:26:19 PDT 2023

Actually it is not the REETA that gets recorded – it is the death certificate that gets recorded.

Attached is an example of the one that I did last November (note: these are matter of public record).

Mark B. Anderson
ANDERSON LAW FIRM PLLC
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Julie Martiniello
Sent: 08/18/2023 12:51 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] TODD w/o REETA

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<mailto: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?

[cid:image001.gif at 01D9D1DF.F0759450]
Amy
Amy J. Goertz, J.D.
Goertz & Lambrecht PLLC
amyjgoertz at icloud.com<mailto:amyjgoertz at icloud.com>

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Goertz & Lambrecht PLLC
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Respectfully,

Julie Martiniello, Partner
Dimension Law Group, PLLC
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