[WSBAPT] Recording PR Deeds with Letters Testamentary

[Jamia Burns]

In Whatcom County, you must provide the extra documentation to the
Treasurer to get the excise tax exemption, but you need not record it with
the Auditor. The Treasurer makes a copy of the Letters and hands the
original back.

Jamia S. Burns
Attorney at Law
(360) 739-6379
Office: 1200 Dupont St., Suite 1-D
Bellingham, WA 98225 (By Appointment Only)
jamia at jamiaburnslaw.com
www.jamiaburnslaw.com

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On Mon, Mar 20, 2023 at 12:09 PM Rob Tulloch <rtulloch at earthlink.net> wrote:

> What about the provisions of WAC 461-61A-202 (6) (emphasis added) and
> subsection (f)?
>
>
>
> (6) *Exemptions and required documentation.* A transfer of real property
> through a devise by will or inheritance is exempt from the real estate
> excise tax for the following types of transfers. Refer to WAC
> *458-61A-303* <http://app.leg.wa.gov/WAC/default.aspx?cite=458-61A-303> (Affidavit)
> to determine if a real estate excise tax affidavit is required to document
> the exempt transfers. Additional documentation may be required to
> substantiate each exemption, and *must* be provided to the county
> treasurer of the county in which the real property is located *and
> recorded with the county auditor*:
>
>
>
> (f) *Probate.* For real property transferred under a probated will, a
> certified copy of the letters testamentary, or in the case of intestate
> administration, a certified copy of the letters of administration, showing
> that the grantor is the court appointed executor/executrix or administrator
> is required.
>
>
>
> Thanks.
>
>
>
> Rob Tulloch
>
> Port Angeles
>
>
>
> *From:* wsbapt-bounces at lists.wsbarppt.com <
> wsbapt-bounces at lists.wsbarppt.com> *On Behalf Of *Inge Fordham
> *Sent:* Monday, March 20, 2023 11:36 AM
> *To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> *Subject:* Re: [WSBAPT] Recording PR Deeds with Letters Testamentary
>
>
>
> I also include the court and docket number in the deed.  We use
> Simplifile.  When I electronically record, I attach a copy of the letters
> to the REETA.  In the exemption box, I cite the appropriate exemption and
> say “letters testamentary attached.”  The letters are not recorded.  I’ve
> never had a deed returned with this method (knock on wood).  The letters
> are there for referencing, if the recorder’s office wants to see them, and
> by recording electronically, my client isn’t charged another $5 for a
> certified copy.  I’m a BIG fan of Simplifile.
>
>
>
>
>
> [image:
> uc%3fexport=download&id=1W3rEcChy0_E0cCfV5up02mkhwnL6eWIs&revid=0B4P5JoIHdbFaR29EbHlRWHFseFV5STZpSUVGeUNPWldkVDFVPQ]
>
> *Inge A. Fordham | Attorney*
>
> Fordham Law, PLLC
>
> 3218 Sixth Avenue | Tacoma, WA 98406
>
> Office: (253) 348-2657 | Mobile: (206) 778-3131
>
> www.fordhamlegal.com
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>
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> *From: *<wsbapt-bounces at lists.wsbarppt.com> on behalf of "Philip N.
> Jones" <pjones at duffykekel.com>
> *Reply-To: *WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> *Date: *Monday, March 20, 2023 at 11:19 AM
> *To: *WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
> *Subject: *Re: [WSBAPT] Recording PR Deeds with Letters Testamentary
>
>
>
> 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
>
> 900 S.W. Fifth Ave. Suite 2500
>
> Portland, OR 97204
>
> pjones at duffykekel.com
>
> (503) 226-1371 – office
>
> (503) 853-1482 – cell
>
> (503) 226-3574 - fax
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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
> *Attorney-at-Law*
>
> 3909 California Avenue SW
>
> Seattle, WA 98116-3705
>
> (206)938-5500
>
> heatherd at westseattlelaw.com
>
> www.westseattlelaw.com
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> *From:* wsbapt-bounces at lists.wsbarppt.com <
> 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>
> *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 <
> wsbapt-bounces at lists.wsbarppt.com> *On Behalf Of *jbdolan at jbdolan.com
> *Sent:* Monday, March 20, 2023 10:36 AM
> *To:* 'WSBA Probate & Trust Listserv' <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
>
> ===================
>
> *Jones Butler Dolan, PS*
>
> www.jbdolan.com
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> *Mount Vernon*
>
> P.O. Box 2784
>
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>
> Mount Vernon, WA 98273
>
> Telephone: 360-336-2939
>
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>
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>
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