[WSBAPT] Recording PR Deeds with Letters Testamentary

[Philip N. Jones]

I vote with Heather and Bruce.  The deed should tell the full story, with the docket number, but that is all that is necessary.
Phil Jones

Philip N. Jones
Duffy Kekel LLP
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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Heather de Vrieze
Sent: Monday, March 20, 2023 11:09 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Recording PR Deeds with Letters Testamentary

Similarly, I don't record the letters but recite the same info as Bruce mentioned, on the face of the deed. Providing the Letters to document Personal Representative's authority may be necessary for the REETA, especially if you are claiming an inheritance exemption from excise tax.

Heather

Heather S. de Vrieze
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From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Bruce Moen
Sent: Monday, March 20, 2023 10:50 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Recording PR Deeds with Letters Testamentary

Hi Jim,

I have never attached the Letters, but I have always included a recital below the legal description.  The recital is of the country and cause number and the date of the Order of Solvency and the grant of NPs.
The recital is basically for the title insurance company.

  Bruce Moen

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of jbdolan at jbdolan.com<mailto:jbdolan at jbdolan.com>
Sent: Monday, March 20, 2023 10:36 AM
To: 'WSBA Probate & Trust Listserv' <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Recording PR Deeds with Letters Testamentary


Colleagues:

For as long as I can remember, we have always recorded Letters Testamentary with PR Deeds.  The PR Deed specifically references the Letters Testamentary "attached as Exhibit A."

Suddenly, in the past two weeks, we have had two PR Deeds that we mailed to two different counties recorded and returned to us without the Letters recorded.  In both instances, the auditor kept the original Letters Testamentary, which cost us $5.00 and which always have been recorded with the PR Deed and returned to us along with the original Deed.   The recorded Deed was returned, with no explanation why they recorded the PR Deed without the Letters.  The auditor also kept the full recording fee, even though it included an extra $1.00 for the extra page.  We now have two recorded documents that refer to an attachment that does not exist.

What do others do when recording PR Deeds?  Do you include the Letters Testamentary?

Jim Dolan

===================

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