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</o:shapelayout></xml><![endif]--></head><body bgcolor=white lang=EN-US link="#0563C1" vlink="#954F72"><div class=WordSection1><p class=MsoNormal><span style='font-size:11.0pt'>If you do a Lack of Probate Affidavit for the surviving spouse, will the real property receive a step up on basis?<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'>Jeff Davis<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt'><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><span style='font-size:11.0pt'>From:</span></b><span style='font-size:11.0pt'> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> <b>On Behalf Of </b>Andrew Hay<br><b>Sent:</b> Wednesday, October 10, 2018 3:45 PM<br><b>To:</b> WSBA Real Property Listserv <wsbarp@lists.wsbarppt.com>; WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br><b>Subject:</b> Re: [WSBAPT] Lack of Probate Affidavit and Small Estate Affidavit<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#1F497D'>I would feel comfortable advising the client that SEA is an option under those circumstances.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#1F497D'>The option is not entirely risk-free. Is the community real property passing via lack of probate affidavit “subject to probate” under 11.61.010(2)(c)? If so, this may not be the appropriate procedure.<o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#1F497D'>But it is a small amount in the bank account, the bank is a willing participant and the benefit to the client outweighs the risk. <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#1F497D'> <o:p></o:p></span></p><div><p class=MsoNormal style='text-autospace:none'><b><span style='font-family:"Berlin Sans FB",sans-serif;color:black'>Andrew Hay<o:p></o:p></span></b></p><p class=MsoNormal style='text-autospace:none'><b><span style='font-family:"Berlin Sans FB",sans-serif;color:black'>Hay & Swann PLLC</span></b><span style='font-family:"Berlin Sans FB",sans-serif;color:black'><o:p></o:p></span></p><p class=MsoNormal style='text-autospace:none'><span style='font-family:"Berlin Sans FB",sans-serif;color:black'>201 South 34th Street<o:p></o:p></span></p><p class=MsoNormal style='text-autospace:none'><span style='font-family:"Berlin Sans FB",sans-serif;color:black'>Tacoma, WA 98418<o:p></o:p></span></p><p class=MsoNormal style='text-autospace:none'><span style='font-family:"Berlin Sans FB",sans-serif;color:black'>Phone: (253) 272-2400<o:p></o:p></span></p><p class=MsoNormal style='text-autospace:none'><span style='font-family:"Berlin Sans FB",sans-serif;color:black'>Fax: (253) 267-8947<o:p></o:p></span></p><p class=MsoNormal style='text-autospace:none'><span style='font-family:"Berlin Sans FB",sans-serif;color:black'><a href="http://www.washingtonlaw.net/"><span style='color:black'>www.washingtonlaw.net</span></a><o:p></o:p></span></p><p class=MsoNormal style='text-autospace:none'><span style='font-family:"Arial",sans-serif;color:black'> <o:p></o:p></span></p><p class=MsoNormal style='text-autospace:none'><span style='font-family:"Arial",sans-serif;color:black'> <o:p></o:p></span></p><p class=MsoNormal><b><span style='font-family:"Arial",sans-serif;color:black'>THIS IS A CONFIDENTIAL COMMUNICATION AND IS INTENDED FOR THE DESIGNATED RECIPIENT ONLY. IF YOU HAVE RECEIVED THIS COMMUNICATION IN ERROR, PLEASE NOTIFY THE SENDER IMMEDIATELY AND DESTROY ALL COPIES</span></b><span style='font-size:11.0pt;color:#1F497D'><o:p></o:p></span></p></div><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Berlin Sans FB",sans-serif;color:#1F497D'><o:p> </o:p></span></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:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbarp-bounces@lists.wsbarppt.com">mailto:wsbarp-bounces@lists.wsbarppt.com</a>] <b>On Behalf Of </b>Kristina devore<br><b>Sent:</b> Wednesday, October 10, 2018 2:46 PM<br><b>To:</b> WSBA Probate & Trust Listserv; WSBA Real Property Listserv<br><b>Subject:</b> [WSBARP] Lack of Probate Affidavit and Small Estate Affidavit<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='font-family:"Verdana",sans-serif'>Good afternoon,<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Verdana",sans-serif'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-family:"Verdana",sans-serif'>I have a potential estate administration client who has two assets in the decedents name: 1) a credit union account that was titled in deceased husband’s name ($1,800) and a 2) a home that potential client originally obtained in her name alone but later deeded to herself and the decedent as husband and wife to create community property. <o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Verdana",sans-serif'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-family:"Verdana",sans-serif'>The Credit Union has already advised the potential client to use a Small Estate Affidavit for the Credit Union account. Can she use the Small Estate Affidavit for the cash and file a Lack of Probate Affidavit to show that she is now the sole rightful owner of the house? <o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Verdana",sans-serif'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-family:"Verdana",sans-serif'>The Small Estate Affidavit requires that the decedent’s probate estate not exceed $100,000. Since the Community property real estate (valued at over $100,000) should transfer by operation of law, is it accurate to use the Small Estate Affidavit and state that the non-probate estate is less that $100,000? Is it acceptable to use both the Small Estate Affidavit for the liquid asset and the Lack of Probate Affidavit to clear up title to the real property in this case?<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Verdana",sans-serif'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-family:"Verdana",sans-serif'>Thanks in advance for any advice.<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Verdana",sans-serif'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-family:"Verdana",sans-serif'>Kristina<o:p></o:p></span></p><p class=MsoNormal><span style='font-family:"Verdana",sans-serif'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black'><o:p> </o:p></span></p><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-family:"Verdana",sans-serif;color:#006F37'>Kristina S. DeVore | Attorney & Counselor at Law</span><span style='font-family:"Verdana",sans-serif;color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-family:"Verdana",sans-serif;color:#006F37'>KRISTINA DEVORE LAW FIRM, pllc | P.O. BOX 87625 | Vancouver, WA 98687</span><span style='font-family:"Verdana",sans-serif;color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-family:"Verdana",sans-serif;color:#006F37'>Phone: (360) 695-0535 | <a href="mailto:Kristina@devore-law.com">Kristina@devore-law.com</a></span><span style='font-family:"Verdana",sans-serif;color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.0pt;color:black'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.0pt;color:black'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black'><o:p> </o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black'><o:p> </o:p></span></p></div><p class=MsoNormal><span style='font-size:8.5pt;font-family:Consolas;color:black'>This email message is covered by the Electronic Communications Privacy Act, 19 USC Sections 2510-2521. Unauthorized review or distribution of this email message is strictly prohibited. This e-mail message is intended for the exclusive use of the person or persons to whom it is addressed. This email message may contain information that is privileged and/or confidential. If you believe that you have received this message in error, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. Do not disseminate this e-mail and destroy the original e-mail and any copies. If you have received this communication in error, please notify us immediately, and destroy the original message.</span><o:p></o:p></p></div></body></html>