[WSBAPT] real estate in an Olympia estate

[Lewis, Amy C.]

Phil,

                I have had success with DOR accepting a market analysis from a broker in support of a no-tax-due Washington return.


Amy Lewis, Attorney
Pronouns she/her/hers
[cid:Logo_fa335a1d-9f24-4802-a3dd-b58f259e3c98.png]

909 A Street, Suite 600 | Tacoma, WA 98402
phone 253.572.4500 | fax 253.272.5732 | www.eisenhowerlaw.com<http://www.eisenhowerlaw.com/>
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Philip N. Jones
Sent: Tuesday, October 1, 2024 10:54 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] real estate in an Olympia estate

Two questions:

 1.  Will the Washington Department of Revenue accept a broker’s opinion of value of residential property on a no-tax-due Washington estate tax return?  Or will an appraisal be required?
 2.  Can anyone recommend a residential real estate appraiser in the Olympia area?
Thanks,
Phil Jones
Philip N. Jones​​​​


BLACK | HELTERLINE LLP

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Portland, OR 97205

503.417.2163

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503.224.5560 (p)

503.224.6148 (f)

www.bhlaw.com<http://www.bhlaw.com/>

philip.jones at bhlaw.com<http://philip.jones@bhlaw.com/>



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