[WSBAPT] Excise tax question

Jon Fritzler FritzlerLaw at outlook.com
Tue Sep 23 11:27:08 PDT 2025


Listservees,

Is the sale of a beneficiary's interest in decedent's residence to another beneficiary subject to excise tax?  The other assets in the estate are not sufficient to do a non-pro rata distribution of the residence to the beneficiary who wants it - although a partial non-pro rata distribution could be done.

Jon M. Fritzler
Attorney at Law

11015 NE Fourth Plain Blvd., Suite D

Vancouver, WA 98662
Tel. 360.818.4431
Eml fritzlerlaw at outlook.com<mailto:fritzlerlaw at outlook.com>

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