[WSBAPT] Beneficiary Transfer During Probate

[Marcus Fry]

Check with title company what they want to see happen.  The deed is likely ineffectivey because a probate was opened and PR did not make the transfer.

-Marcus

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Thomas Fiscus
Sent: Wednesday, September 10, 2025 9:21 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Beneficiary Transfer During Probate

* NOTICE: EXTERNAL EMAIL *
________________________________
Listmates:  A new one for me.  Real property in wife's name only.  Wife dies intestate.  Husband (disabled) and son still living in the property.  Daughter (of Decedent and the husband) is the functional one and is appointed administrator.  Two months after appointment (and notice to beneficiaries has been sent, Notice to Creditors, etc. all completed and filed), husband/father records a Quitclaim Deed transferring the property to himself in consideration of "inheritance."  PR has a buyer for the house and intends that bulk of the funds from the sale will support the husband/father for assisted living.  Does undoing the Quitclaim transfer require a separate action or can it be handled through the ongoing probate?  Suggestions appreciated.

Tom Fiscus


Law Office of Thomas J. Fiscus
Box 1167
Eastsound, WA 98245
Ph 360-298-0534
WSBA # 44741

The contents of this e-mail and its attachments are intended solely for the addressee(s).  In addition, this e-mail transmission may be confidential and may be subject to privilege protecting communications between attorneys and clients.  If you are not the named addressee, or if this message has been addressed to you in error, you are directed not to read, disclose, reproduce, distribute, disseminate or otherwise use this transmission.  Delivery of this message to any person other than the intended recipient(s) is not intended in any way to waive privilege or confidentiality.  If you have received this transmission in error, please alert the sender by reply e-mail.  Treasury Circular 230 requires that we inform you that any statements regarding tax matters made herein, including attachments, cannot be relied upon for the purpose of avoiding tax penalties, and such statements are not intended to be used or referred to in any marketing or promotional materials

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20250910/6efa6141/attachment.html>