<html><head><meta http-equiv="content-type" content="text/html; charset=utf-8"></head><body dir="auto"><div>Doug's suggestion makes a lot of sense. I am dealing with a trust right now for real estate  in the name of the trustees, as trustees for the named testamentary trust. Two of the trustees are not longer involved, so the parties are having to deal with straightening out the title<br><br>Sandi Gay</div><div><br>On Jun 8, 2015, at 2:19 PM, Doug Schafer <<a href="mailto:schafer@pobox.com">schafer@pobox.com</a>> wrote:<br><br></div><div>
  
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    <font face="Times New Roman, Times, serif">I believe an appropriate
      form to describe a testamentary trust grantee is "[trusteeName] of
      the [trustName] Trust under will of [Decedent]</font>" and
    identify somewhere in the deed the court and case number of the
    proceeding in which the will was admitted to probate.  The
    identification of the PR-grantor normally would provide that
    identification of the court and case number.<br>
    <br>
    I think the K.C. auditor/recorder staffer is misguided.<br>
    <br>
    Doug Schafer, in Tacoma.<br>
    <br>
    <div class="moz-cite-prefix">On 6/8/2015 1:03 PM, Marcus Fry wrote:<br>
    </div>
    <blockquote cite="mid:FD59A1B77B7FB347B01C6BA07DA344A007CC2A0C@LYON1.lyon-law.com" type="cite">
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        <p class="MsoNormal"><a moz-do-not-send="true" name="_GoBack"></a><span style="color:#1F497D">As far as I am aware your Auditor is
            all wet as I have never had a problem and I am not aware of
            any WAC that requires a 2-step transfer. 
            <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">However, to
            smooth things, you should include a photocopy of the Will
            that shows the establishment of the trust.  Or prepare a
            Certification of Trust for the trustee to sign.  Also, make
            sure the grantee reads “John Doe, Trustee of the Jane Doe
            Testamentary Trust” (can include date it was established if
            you want).  If you just put to “Trustees of the Jane Doe
            Testamentary Trust” that could be the problem with the
            Auditor.<o:p></o:p></span></p>
        <p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
        <div>
          <p class="MsoNormal" style="text-align:justify"><span style="font-size:10.0pt;font-family:"Courier
              New";color:#1F497D">Marcus J. Fry<o:p></o:p></span></p>
          <p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Courier
              New";color:#1F497D">Lyon, Weigand & Gustafson,
              P.S.</span><span style="font-size:12.0pt;font-family:"Times New
              Roman","serif";color:#1F497D">
              <br>
            </span><span style="font-size:10.0pt;font-family:"Courier
              New";color:#1F497D">Adoption Attorney*<o:p></o:p></span></p>
          <p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Courier
              New";color:#1F497D">P.O. Box 1689</span><span style="font-size:12.0pt;font-family:"Times New
              Roman","serif";color:#1F497D">
              <br>
            </span><span style="font-size:10.0pt;font-family:"Courier
              New";color:#1F497D">Yakima, Washington  98907</span><span style="font-size:12.0pt;font-family:"Times New
              Roman","serif";color:#1F497D">
              <br>
            </span><span style="font-size:10.0pt;font-family:"Courier
              New";color:#1F497D">Telephone:  (509) 248-7220</span><span style="font-size:12.0pt;font-family:"Times New
              Roman","serif";color:#1F497D">
              <br>
            </span><span style="font-size:10.0pt;font-family:"Courier
              New";color:#1F497D">Facsimile:  (509) 575-1883</span><span style="font-size:12.0pt;font-family:"Times New
              Roman","serif";color:#1F497D">
              <o:p></o:p></span></p>
          <p class="MsoNormal" style="text-align:justify"><b><u><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:#1F497D"><o:p><span style="text-decoration:none"> </span></o:p></span></u></b></p>
          <p class="MsoNormal" style="text-align:justify"><b><u><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:#1F497D">NOTICES:<o:p></o:p></span></u></b></p>
          <p class="MsoNormal" style="text-align:justify"><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:#1F497D"> *Adoption
              Attorney reflects election as a Fellow of the American
              Academy of Adoption Attorneys, an invitation based
              organization of 300+ attorneys nationwide, under its
              criteria of experience, ethics and peer recommendation.
              Washington's Supreme Court has not yet developed or
              recognized a credentialing process for specialties, and
              certification/fellowship is not required to practice law
              in this state.<o:p></o:p></span></p>
          <p class="MsoNormal" style="text-align:justify"><b><span style="font-size:9.0pt;font-family:"Arial","sans-serif";color:#1F497D">Confidentiality:
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              Roman","serif";color:#1F497D"><o:p></o:p></span></p>
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        <p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
        <div>
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            <p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">
                <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>Ralph Maimon<br>
                <b>Sent:</b> Monday, June 08, 2015 12:51 PM<br>
                <b>To:</b> WSBA Probate & Trust Listserv<br>
                <b>Subject:</b> Re: [WSBAPT] recording<o:p></o:p></span></p>
          </div>
        </div>
        <p class="MsoNormal"><o:p> </o:p></p>
        <p class="MsoNormal"><span style="color:#1F497D">Please reply to
            the entire list. 
            <o:p></o:p></span></p>
        <div>
          <p class="MsoNormal"><span style="font-size:22.0pt;font-family:"Freestyle
              Script";color:#1F497D">Ralph Maimon<o:p></o:p></span></p>
          <p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">LAW OFFICE OF RALPH
              MAIMON, P.S.<o:p></o:p></span></p>
          <p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">2811 E. Madison
              Street, Suite 202<o:p></o:p></span></p>
          <p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">Seattle, WA 98112<o:p></o:p></span></p>
          <p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">(206) 323-0911
              Office<o:p></o:p></span></p>
          <p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D">(206) 462 1505  Fax<o:p></o:p></span></p>
          <p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"><a moz-do-not-send="true" href="mailto:rmaimon@maimonlaw.com"><span style="color:#0563C1">rmaimon@maimonlaw.com</span></a><o:p></o:p></span></p>
          <p class="MsoNormal"><span style="font-size:12.0pt;color:#1F497D"><a moz-do-not-send="true" href="http://www.maimonlaw.com">www.maimonlaw.com</a><o:p></o:p></span></p>
        </div>
        <p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
        <div>
          <div style="border:none;border-top:solid #E1E1E1
            1.0pt;padding:3.0pt 0in 0in 0in">
            <p class="MsoNormal"><b>From:</b> <a moz-do-not-send="true" href="mailto:wsbapt-bounces@lists.wsbarppt.com">
                wsbapt-bounces@lists.wsbarppt.com</a> [<a moz-do-not-send="true" href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
              <b>On Behalf Of </b>Eden Rubenstein Toner<br>
              <b>Sent:</b> Monday, June 08, 2015 12:35 PM<br>
              <b>To:</b> <a moz-do-not-send="true" href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br>
              <b>Subject:</b> [WSBAPT] recording<o:p></o:p></p>
          </div>
        </div>
        <p class="MsoNormal"><o:p> </o:p></p>
        <p class="MsoNormal">I am transferring an interest in real
          estate from an estate to a testamentary trust.  I prepared a
          PR deed and a REETA, from the PR to the Trustees of the xxx
          Trust.  It was rejected by the King Co Recorder, saying I
          needed two separate transactions—first “from Grantor to
          people, not with the trust”; second “from people to people +
          trust”.  I have never run into this before, and don’t
          understand what it means.  I would appreciate feedback. 
          Thanks.<o:p></o:p></p>
        <p class="MsoNormal">Eden<o:p></o:p></p>
        <p class="MsoNormal"><o:p> </o:p></p>
        <p class="MsoNormal"><i><span style="font-size:12.0pt;font-family:"Andalus","serif";color:black;border:none
              windowtext 1.0pt;padding:0in">Eden Rubenstein Toner</span></i><span style="color:black;border:none windowtext 1.0pt;padding:0in"><o:p></o:p></span></p>
        <p class="MsoNormal"><i><span style="font-size:10.0pt;font-family:"Andalus","serif";color:black;border:none
              windowtext 1.0pt;padding:0in">Attorney at Law</span></i><span style="color:black;border:none windowtext 1.0pt;padding:0in"><o:p></o:p></span></p>
        <p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Andalus","serif";color:black;border:none
              windowtext 1.0pt;padding:0in">1600-B SW Dash Point Road,
              #163</span></i><span style="color:black;border:none
            windowtext 1.0pt;padding:0in"><o:p></o:p></span></p>
        <p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Andalus","serif";color:black;border:none
              windowtext 1.0pt;padding:0in">Federal Way, WA 98023</span></i><span style="color:black;border:none windowtext 1.0pt;padding:0in"><o:p></o:p></span></p>
        <p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Andalus","serif";color:black;border:none
              windowtext 1.0pt;padding:0in">phone 206-953-4485</span></i><span style="color:black;border:none windowtext 1.0pt;padding:0in"><o:p></o:p></span></p>
        <p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Andalus","serif";color:black;border:none
            windowtext 1.0pt;padding:0in">     IMPORTANT: This e-mail
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            be confidential, only for the use of the intended
            recipient(s). If you are not the intended recipient, or if
            this message has been addressed to you in error, please
            notify me by reply e-mail, and then destroy all copies of
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        <p class="MsoNormal"><o:p> </o:p></p>
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