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On 2/24/2015 1:36 PM, Lovie Bernardi wrote:<br>
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<p class="MsoNormal"><span style="color:#1F497D">Richard,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Do you also
include a section that refers to the specific provision(s)
of the will that specify that the grantee receives the
property under the will?</span></p>
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<br>
<b>Yes, if the distribution is being made from a testate estate, I
provide the Will provision.</b><b><br>
</b><br>
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<p class="MsoNormal"><span style="color:#1F497D"> There is such
a section in the PR deed that I’ve used in the past. This is
where I run into an issue with using a PR deed in this
specific case, because the will says divide the community
property in half, half to the living trust, half to
surviving spouse, rather specifically bequeathing the
particular property or the residue to the survivor. Can I
leave that out and just include the language about the
grantor being the appointed PR?</span></p>
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<b>Why not include it?</b><b> What am I missing?</b><br>
<br>
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<p class="MsoNormal"><span style="color:#1F497D"> Thanks for
your input.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Lovie<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span
style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:windowtext">From:</span></b><span
style="font-size:10.0pt;font-family:"Tahoma","sans-serif";color:windowtext">
<a class="moz-txt-link-abbreviated" href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>
[<a class="moz-txt-link-freetext" href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>] <b>On Behalf
Of </b>Richard Wills<br>
<b>Sent:</b> Tuesday, February 24, 2015 1:07 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> Re: [WSBAPT] Quit claim deed vs.
Personal represenative deed<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><b>For better
or worse, what I've used to distribute real property out of
an estate is what I've called a PR's Deed, which I prepared
from a Quitclaim Deed by specifying its Grantor to be the PR
of an estate etc. I've used my PR's Deed form for years,
& so far, have not had any problem with it unless I
somehow screw up its legal description or make some other
dumb mistake like that, such as misspelling a party's name,
Oh, my!</b><br>
<br>
<o:p></o:p></p>
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<p class="MsoNormal">On 2/24/2015 10:58 AM, Lovie Bernardi
wrote:<o:p></o:p></p>
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<p class="MsoNormal">Dear listmates,<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">Is there any problem with using a quit
claim deed to transfer decedent’s portion of real estate to
the surviving spouse instead of a PR deed? The will
instructs that the PR (surviving spouse) divide the
community property into two equal portions, one half will be
survivor’s property and the decedent’s half will be put into
a trust. The will gives the PR full discretion in dividing
the property. One half of the property has already been
placed into the trust, so I want to transfer the remaining
real estate to the survivor. It seems like the description
of the will provisions that would be included in a PR deed
would be overly complicated and it would be better to use a
quit claim deed. Because the survivor wants the property to
go into the trust to avoid an ancillary probate, I am then
planning to file a transfer on death deed for the entire
property. Does anyone see any issues with this plan or have
advice on how to proceed? Thank you in advance for your
input.<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"><span
style="font-size:10.0pt;font-family:"Arial","sans-serif"">Lovie
Bernardi</span><o:p></o:p></p>
<p class="MsoNormal"><span
style="font-size:10.0pt;font-family:"Arial","sans-serif"">Attorney
at Law</span><o:p></o:p></p>
<p class="MsoNormal"><span
style="font-size:10.0pt;font-family:"Arial","sans-serif"">Seligmann
& Flaherty, PLLC</span><o:p></o:p></p>
<p class="MsoNormal"><span
style="font-size:10.0pt;font-family:"Arial","sans-serif"">216
First AVE S, #450</span><o:p></o:p></p>
<p class="MsoNormal"><span
style="font-size:10.0pt;font-family:"Arial","sans-serif"">Seattle,
WA 98104</span><o:p></o:p></p>
<p class="MsoNormal"><span
style="font-size:10.0pt;font-family:"Arial","sans-serif"">(206)
682-2616</span><o:p></o:p></p>
<p class="MsoNormal"><span
style="font-size:12.0pt;font-family:"Arial","sans-serif""> </span><o:p></o:p></p>
<p class="MsoNormal"><span
style="font-size:10.0pt;font-family:"Arial","sans-serif""><a
moz-do-not-send="true" href="mailto:joni@sbfirm.com">lovie@sbfirm.com</a></span><o:p></o:p></p>
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<o:p></o:p></span></p>
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