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<title>Re: [WSBAPT] Joint real property with right of survivorship - anything additional recorded at death of joint tenant?</title>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">All,
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Where you are using the small estate affidavit process for transferring registration of shares in a Corporation, do you typically serve it upon the Corporation
or the Corporation’s transfer agent? And/or have you had more success serving on the Corporation or its transfer agent?
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Thank you in advance,
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal" style="background:white"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Matthew R. Johnson|</span></b><b><span style="font-size:14.0pt;font-family:"Calibri",sans-serif;color:#1F497D"> </span></b><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Attorney
at Law</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#222222"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Gravis Law, PLLC<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">P.O. Box 182 | 350 E. Main St.
<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Dayton, WA 99328</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#222222"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">509-382-2030 (office)<br>
509-952-2947 (cell)</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#222222"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<b>On Behalf Of </b>Jennifer Johnson<br>
<b>Sent:</b> Thursday, July 23, 2015 5:14 PM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv'<br>
<b>Subject:</b> Re: [WSBAPT] Joint real property with right of survivorship - anything additional recorded at death of joint tenant?<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">I haven’t run into this with an auditor’s office yet, but I have received this advice from employees in Treasurer’s office, one of whom was nice
enough to suggest how I should word my deed in case I didn’t understand how it should be done. This person wouldn’t do anything unless I presented a deed (wouldn’t accept a death certificate) with the deceased spouse’s name on it, so I did a deed from the
surviving spouse, as herself and as her husband’s heir, to the surviving spouse and claimed the inheritance exemption on the REET. It took less time for me to do the deed than it took for me to argue, and my client was ok with that, so that’s what we did.
In other situations, if there has been a community property agreement, then I’ve recorded an affidavit and death certificate.<br>
<br>
One of the Treasurers that I talked to about this issue told me that they are getting more stringent about these situations because of information that they received from the Department of Revenue about transfers when a married person dies. I’ve attached a
copy of the document that she shared with me. I’d be interested to get others’ opinions about this.
<br>
<br>
Jennifer<br>
<br>
</span><span style="font-size:11.0pt;font-family:"Big Caslon",serif">Jennifer M. Johnson | Attorney<br>
Hanigan Law Office, P.S.<br>
P.O. Box 39 / 68 Main Street<br>
Cathlamet, WA 98612<br>
(360) 795-3494<br>
</span><span style="font-size:11.0pt"><br>
<img border="0" width="121" height="52" id="_x0000_i1025" src="cid:image001.png@01D0C5EF.F68855D0"><br>
</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><br>
<br>
<br>
<br>
<br>
On 7/23/15 4:06 PM, "Mike Winslow" <<a href="mike@winslegal.com">mike@winslegal.com</a>> wrote:</span><o:p></o:p></p>
<blockquote style="margin-top:5.0pt;margin-bottom:5.0pt">
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">The language used in the deed “husband and wife” establishes community property. The reference to survivorship is extraneous. There
is no need to record an additional deed. The clerk at the auditor’s office is <i>
practicing law</i>, and that not very well. <br>
<br>
It would be useful to record an Affidavit of Community Property, with attachment of the death certificate (redacting the SSN and any other info you don’t want in the public record).<br>
You should also notify the Assessor/Treasurer of the death and they will change the tax rolls to the survivor’s name.<br>
<br>
A form of affidavit is available at the DOR website and complies with the rules for exemption from excise tax.
<a href="http://dor.wa.gov/content/Search/Default.aspx?search=affidavit+community+property">
http://dor.wa.gov/content/Search/Default.aspx?search=affidavit+community+property</a><br>
Select the first item in the screen and you will see the form in PDF.<br>
<br>
More Dirt, Than Dead,<br>
<br>
<br>
</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><br>
<span style="color:#1F497D">Michael A. Winslow<br>
1204 Cleveland Ave.<br>
Mount Vernon, WA 98273<br>
Ph. 360-336-3321<br>
Em. <a href="Mike@winslegal.com">Mike@winslegal.com</a><br>
<br>
This message is from an attorney, so it’s confidential. If you are not the intended recipient, it’s too late to stop reading this message, but you may not use it for any improper purpose. Huge Disclaimer available upon request.<br>
<br>
</span><br>
</span><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 href="wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Kristina DeVore<br>
<b>Sent:</b> Thursday, July 23, 2015 3:13 PM<br>
<b>To:</b> WSBA Real Property Listserv; WSBA Probate & Trust Listserv<br>
<b>Subject:</b> [WSBAPT] Joint real property with right of survivorship - anything additional recorded at death of joint tenant?<br>
</span><br>
<span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><br>
</span><span style="font-size:10.0pt;font-family:"Calibri",sans-serif">Listmates:<br>
</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><br>
</span><span style="font-size:10.0pt;font-family:"Calibri",sans-serif"><br>
</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><br>
</span><span style="font-size:10.0pt;font-family:"Calibri",sans-serif">I have a client who owned real property with her spouse. The husband owned the property initially, quit claimed the property to him and his wife as follows: “H and W, Husband and Wife,
with Right of Survivorship.” Husband/Joint owner is now deceased. The recording office in Clark County tells me that I need to record a new deed and file an excise tax return as well. I was initially thinking that I would need to file the death certificate
to show proof of death of joint tenant and possibly and affidavit. Is this additional step of recording a new deed necessary?<br>
</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><br>
</span><span style="font-size:10.0pt;font-family:"Calibri",sans-serif"><br>
</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><br>
</span><span style="font-size:10.0pt;font-family:"Calibri",sans-serif">Thanks for any words of wisdom!<br>
</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><br>
</span><span style="font-size:10.0pt;font-family:"Calibri",sans-serif">Kristina<br>
</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><br>
</span><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif"><br>
</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><br>
</span><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif"><br>
</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><br>
</span><span style="font-family:"Verdana",sans-serif;color:#006F37">Kristina S. DeVore</span><span style="font-family:"Calibri",sans-serif;color:#006F37"> |
</span><span style="font-size:9.0pt;font-family:"Verdana",sans-serif;color:#006F37">Attorney & Counselor at Law<br>
</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><br>
</span><span style="font-family:"Calibri",sans-serif;color:#006F37">KRISTINA DEVORE LAW FIRM, p</span><span style="font-family:"Verdana",sans-serif;color:#006F37">llc</span><span style="font-family:"Calibri",sans-serif;color:#006F37"> |
</span><span style="font-size:9.0pt;font-family:"Verdana",sans-serif;color:#006F37">300 W. 15th Street, Suite 305
</span><span style="font-family:"Calibri",sans-serif;color:#006F37">| </span><span style="font-size:9.0pt;font-family:"Verdana",sans-serif;color:#006F37">Vancouver, WA 98660<br>
</span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><br>
</span><span style="font-size:9.0pt;font-family:"Verdana",sans-serif;color:#006F37">Phone: (360) 695-0535
</span><span style="font-family:"Calibri",sans-serif;color:#006F37">| </span><span style="font-size:9.0pt;font-family:"Verdana",sans-serif;color:#006F37">Fax: (360) 737-4154
</span><span style="font-family:"Calibri",sans-serif;color:#006F37">| </span><span style="font-size:9.0pt;font-family:"Verdana",sans-serif;color:#006F37"><a href="kristina@devore-law.com">kristina@devore-law.com</a><br>
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