<html><head><meta http-equiv="Content-Type" content="text/html charset=utf-8"></head><body style="word-wrap: break-word; -webkit-nbsp-mode: space; -webkit-line-break: after-white-space;" class="">You can record an Affidavit of Surviving Spouse along with a death certificate and a REET in order to effect the transfer by community property law and claim the inheritance exemption for excise tax purposes. If there is any question as to whether it is community property, or if you just want to make sure you’re totally covered, you can also have all of the heirs, along with the attorney in fact for mom, execute a deed to mom.<div class=""><br class=""></div><div class="">You can check with your local title company to see if they are going to require their own Lack of Completed Probate Affidavit to be completed (they usually do) and if they are going to be inclined to assess an additional premium to cover their risk. <br class=""><div class=""><br class=""></div><div class="">Jennifer</div><div class=""><br class=""></div><div class="">Jennifer Johnson</div><div class="">Attorney | Title Officer</div><div class="">Wahkiakum Title & Escrow Company</div><div class="">Hanigan Law Office, PS</div><div class="">Cathlamet, WA 98612</div><div class="">(360) 795-3741</div><div class=""><br class=""></div><div class=""><br class=""></div><div class=""><br class=""></div><div class=""><br class=""><div><blockquote type="cite" class=""><div class="">On Jul 12, 2018, at 7:25 PM, Sarah Jael Dion <<a href="mailto:sarah@dionlaw.com" class="">sarah@dionlaw.com</a>> wrote:</div><br class="Apple-interchange-newline"><div class=""><meta http-equiv="Content-Type" content="text/html charset=utf-8" class=""><div style="word-wrap: break-word; -webkit-nbsp-mode: space; -webkit-line-break: after-white-space;" class="">Hi all!<div class=""><br class=""></div><div class="">I would be very grateful for any advice on this one…I’m torn about how to handle this efficiently. </div><div class=""><br class=""></div><div class="">I have a client who just lost her dad. Dad was married to mom. Mom and Dad had four adult children. All siblings are thrilled that my client is willing to manage the legal fallout from Dad’s death.</div><div class=""><br class=""></div><div class="">Client’s mother has dementia, and is incapacitated. My client is her POA. The mother lives in a care facility. The POA is not great- it wasn’t drafted by an attorney, but it’s done the job so far. </div><div class=""><br class=""></div><div class="">Mom and Dad had a house, which is community property. This house now needs to be sold to pay for Mom's ongoing care. The house is the only probate asset. </div><div class=""><br class=""></div><div class=""><div class="">Client believes Dad had a will, but no one can find it. There has been a considerable amount of searching and Client has abandoned the search. </div></div><div class=""><br class=""></div><div class="">Should we: </div><div class="">(1) try to sell the house using an Affidavit of Lack of Probate, with my client as her mom’s POA; </div><div class="">(2) open an intestate administration and have a GAL appointed for the mom; or </div><div class="">(3) seek to have my client appointed guardian of her mom and then attempt to use an Affidavit of Lack of Probate? </div><div class=""><br class=""></div><div class="">Something else?</div><div class=""><br class=""></div><div class=""><div class="">
<div style="letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; word-wrap: break-word; -webkit-nbsp-mode: space; -webkit-line-break: after-white-space;" class="">Sarah Jael Dion<br class=""><br class="">Dion Law PLLC<span class="Apple-tab-span" style="white-space: pre;"> </span><br class="">206-550-4005<br class=""><a href="mailto:sarah@dionlaw.com" class="">sarah@dionlaw.com</a><br class=""><a href="http://www.dionlaw.com" class="">www.dionlaw.com</a><br class=""><br class="">This message is private or privileged. If you are not the person for whom this message is intended, please notify me immediately and delete the message. Please do not copy or send this message to anyone else. <br class=""><br class=""><br class=""><br class=""><br class=""></div>
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