<div dir="ltr">Then is the person allowed to transfer to himself per the TEDRA? Transfer is allowed according to a court order, TEDRA acts like a court order. In the TEDRA recital set out client may transfer deceased person's share to self per agreement? Possibly recite inheritance thus avoiding transfer taxes. </div><div class="gmail_extra"><br><div class="gmail_quote">On Tue, Aug 16, 2016 at 5:06 PM, Eric Nelsen <span dir="ltr"><<a href="mailto:Eric@sayrelawoffices.com" target="_blank">Eric@sayrelawoffices.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
<div lang="EN-US" link="blue" vlink="purple">
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">I think that's only viable if you can get everyone to sign. If you have even one holdout, you need a probate.<u></u><u></u></span></p><span class="">
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p>
<div>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1f497d">Sincerely,<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1f497d">Eric<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1f497d">Eric C. Nelsen<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1f497d">SAYRE LAW OFFICES, PLLC<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1f497d">1417 31st Ave South<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1f497d">Seattle WA 98144-3909<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1f497d">phone <a href="tel:206-625-0092" value="+12066250092" target="_blank">206-625-0092</a><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1f497d">fax <a href="tel:206-625-9040" value="+12066259040" target="_blank">206-625-9040</a><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><b><span style="font-family:"Calibri","sans-serif";color:red">Please Note that We Have Moved.</span></b><b><span style="font-family:"Calibri","sans-serif";color:#1f497d">
</span></b><span style="font-family:"Calibri","sans-serif";color:#1f497d">We have moved our Seattle office to Mount Baker Ridge (a small commercial community just above the I-90 tunnel).
<b>Our new address is 1417 31st Avenue South, Seattle WA 98144. </b>All other contact information remains the same.<u></u><u></u></span></p>
</div>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p>
</span><div>
<div style="border:none;border-top:solid #b5c4df 1.0pt;padding:3.0pt 0in 0in 0in">
<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 href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.<wbr>com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.<wbr>wsbarppt.com</a>]
<b>On Behalf Of </b>Lisa Schuchman<br>
<b>Sent:</b> Tuesday, August 16, 2016 4:41 PM</span></p><div><div class="h5"><br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> Re: [WSBAPT] House co-owner dies intestate<u></u><u></u></div></div><p></p>
</div>
</div><div><div class="h5">
<p class="MsoNormal"><u></u> <u></u></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif"">I’m trying to avoid opening a probate – I am hoping it isn’t necessary and we can go directly to the TEDRA.
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif""><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif";color:black">Lisa E. Schuchman<br>
<a href="tel:206-325-2801%2C%20ext.%20104" value="+12063252801" target="_blank">206-325-2801, ext. 104</a><br>
<a href="http://www.lisaschuchman.com/" target="_blank">www.lisaschuchman.com</a><br>
<br>
Do something for somebody every day for which you do not get paid. –Albert Schweitzer<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif";color:black"> </span><span style="font-family:"Calibri","sans-serif""><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif";color:black">NOTE: I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected by attorney-client privilege. This email address is not monitored
at all times. If your matter is urgent, please phone my office during regular business hours.
<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Calibri","sans-serif""><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif";color:black">Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used, for the purpose of avoiding penalties under the Internal
Revenue Code.</span><span style="font-family:"Calibri","sans-serif""><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:24.0pt;font-family:Webdings;color:green">P</span><span style="font-size:10.0pt;font-family:"Arial Narrow","sans-serif";color:green">
</span><b><span style="font-size:7.5pt;font-family:"Arial","sans-serif";color:#008100">Please consider the trees before printing this document</span></b><span style="font-family:"Calibri","sans-serif""><u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif""><u></u> <u></u></span></p>
<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 href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.<wbr>com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">mailto:wsbapt-bounces@lists.<wbr>wsbarppt.com</a>]
<b>On Behalf Of </b>MK Henderson<br>
<b>Sent:</b> Tuesday, August 16, 2016 4:22 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> Re: [WSBAPT] House co-owner dies intestate<u></u><u></u></span></p>
<p class="MsoNormal"><u></u> <u></u></p>
<div>
<p class="MsoNormal">I think following along with Eric's suggestion, you have your client appointed PR, sign off on agreement re: TEDRA, PR files deed as PR for the estate grantor to PR as self grantee and in accordance with TEDRA agreement. Close estate. <u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
<div>
<p class="MsoNormal">On Tue, Aug 16, 2016 at 4:05 PM, Lisa Schuchman <<a href="mailto:lisa@lisaschuchman.com" target="_blank">lisa@lisaschuchman.com</a>> wrote:<u></u><u></u></p>
<div>
<div>
<p class="MsoNormal"><span style="font-family:"Garamond","serif"">Hi, again,</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif""> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif"">Yesterday I met with the clients described below. They think that getting a signed agreement is very possible. The next step is to
figure out the step in between a TEDRA order (that the property belongs to the son) and an actual clearing of title. What would the order have to include to convince a title company to clear title to the co-owner son? I appreciate your thoughts.</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif""> </span><u></u><u></u></p>
<div>
<p class="MsoNormal"><span style="font-family:"Garamond","serif";color:black">Lisa E. Schuchman<br>
<a href="tel:206-325-2801%2C%20ext.%20104" target="_blank">206-325-2801, ext. 104</a><br>
</span><a href="http://www.lisaschuchman.com/" target="_blank"><span style="font-family:"Garamond","serif"">www.lisaschuchman.com</span></a><span style="font-family:"Garamond","serif";color:black"><br>
<br>
Do something for somebody every day for which you do not get paid. –Albert Schweitzer</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif";color:black"> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif";color:black">NOTE: I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected
by attorney-client privilege. This email address is not monitored at all times. If your matter is urgent, please phone my office during regular business hours.
</span><u></u><u></u></p>
<p class="MsoNormal"> <u></u><u></u></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif";color:black">Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used,
for the purpose of avoiding penalties under the Internal Revenue Code.</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:24.0pt;font-family:Webdings;color:green">P</span><span style="font-size:10.0pt;font-family:"Arial Narrow","sans-serif";color:green">
</span><b><span style="font-size:7.5pt;font-family:"Arial","sans-serif";color:#008100">Please consider the trees before printing this document</span></b><u></u><u></u></p>
</div>
<p class="MsoNormal"><span style="font-family:"Garamond","serif""> </span><u></u><u></u></p>
<div>
<div style="border:none;border-top:solid #b5c4df 1.0pt;padding:3.0pt 0in 0in 0in">
<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 href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.<wbr>com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.<wbr>wsbarppt.com</a>]
<b>On Behalf Of </b>Lisa Schuchman<br>
<b>Sent:</b> Monday, August 15, 2016 11:16 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> [WSBAPT] House co-owner dies intestate</span><u></u><u></u></p>
</div>
</div>
<p class="MsoNormal"> <u></u><u></u></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif"">In 1999 X bought a house with his son as TIC. The deed specifies that X’s share is his separate property. The son lives in the house
and has paid all mortgage payments, taxes, etc.</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif"">In 2001 X died intestate. He left 10 adult children and his wife, who is not their mother. No probate.</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif"">In 2016, the co-owner son wants to refinance his mortgage and needs to clear title.</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif"">Most of his siblings are available and would agree that the house is his. One sibling is non-responsive/refusing/<wbr>reluctant. Another
sibling is in another country and not reachable (so far). </span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif"">I believe that if the siblings and the wife all agree we could do a TEDRA agreement. If they don’t all sign on, what??? I’m thinking
a quiet title? Help?</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif""> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif";color:black">Lisa E. Schuchman<br>
<a href="tel:206-325-2801%2C%20ext.%20104" target="_blank">206-325-2801, ext. 104</a><br>
</span><a href="http://www.lisaschuchman.com/" target="_blank"><span style="font-family:"Garamond","serif"">www.lisaschuchman.com</span></a><span style="font-family:"Garamond","serif";color:black"><br>
<br>
Do something for somebody every day for which you do not get paid. –Albert Schweitzer</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif";color:black"> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif";color:black">NOTE: I do not use encrypted email. Messages sent to or from my office via email are not secure and may not be protected
by attorney-client privilege. This email address is not monitored at all times. If your matter is urgent, please phone my office during regular business hours.
</span><u></u><u></u></p>
<p class="MsoNormal"> <u></u><u></u></p>
<p class="MsoNormal"><span style="font-family:"Garamond","serif";color:black">Any tax advice included in this document and its attachments was not intended or written to be used, and it cannot be used,
for the purpose of avoiding penalties under the Internal Revenue Code.</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:24.0pt;font-family:Webdings;color:green">P</span><span style="font-size:10.0pt;font-family:"Arial Narrow","sans-serif";color:green">
</span><b><span style="font-size:7.5pt;font-family:"Arial","sans-serif";color:#008100">Please consider the trees before printing this document</span></b><u></u><u></u></p>
<p class="MsoNormal"> <u></u><u></u></p>
</div>
</div>
<p class="MsoNormal"><br>
______________________________<wbr>_________________<br>
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<p class="MsoNormal"><br>
<br clear="all">
<u></u><u></u></p>
<div>
<p class="MsoNormal"><u></u> <u></u></p>
</div>
<p class="MsoNormal">-- <u></u><u></u></p>
<div>
<div>
<p class="MsoNormal">Mary K. Henderson<u></u><u></u></p>
<div>
<p class="MsoNormal">Henderson Law Office PLLC<br>
1123 Maple Ave SW, Suite 225<u></u><u></u></p>
</div>
<div>
<p class="MsoNormal">Renton, WA 98057<u></u><u></u></p>
</div>
<div>
<p class="MsoNormal"><a href="tel:206-650-2472" value="+12066502472" target="_blank">206-650-2472</a><u></u><u></u></p>
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<br>______________________________<wbr>_________________<br>
WSBAPT mailing list<br>
<a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><br>
<a href="http://mailman.fsr.com/mailman/listinfo/wsbapt" rel="noreferrer" target="_blank">http://mailman.fsr.com/<wbr>mailman/listinfo/wsbapt</a><br></blockquote></div><br><br clear="all"><div><br></div>-- <br><div class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr">Mary K. Henderson<div>Henderson Law Office PLLC<br>1123 Maple Ave SW, Suite 225</div><div>Renton, WA 98057</div><div>206-650-2472</div></div></div>
</div>