<html><head><meta http-equiv="Content-Type" content="text/html; charset=utf-8"></head><body style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;" class=""><div dir="auto" style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;" class=""><span style="font-size: 14px;" class="">Good morning, list servers,</span><div class=""><span style="font-size: 14px;" class=""><br class=""></span></div><div class=""><span style="font-size: 14px;" class="">I had a potential client call with a request that I “prepare a deed” to transfer her recently deceased mother’s home into her name so she can get the senior discount when paying the property tax. She neglected to mention, however, as she ultimately revealed upon some pointed questioning, that she has three sisters, mom had a Will leaving the estate 4-ways, no probate has been done, etc. She just wants the house transferred into her name for property tax purposes as she is living in the house. I don’t think she’s being purposely deceitful, she just wants to accomplish getting the tax discount.</span></div><div class=""><span style="font-size: 14px;" class=""><br class=""></span></div><div class=""><span style="font-size: 14px;" class="">I told her she cannot transfer the house without starting a probate and cannot transfer the house to herself without an Agreement with her sisters. She says the sisters will agree, although she admits that the house is the only asset of significant value in the estate besides a collector car worth about 10k.</span></div><div class=""><br class=""></div><div class=""><span style="font-size: 14px;" class="">If her sisters are, in fact, willing to allow her to transfer the house into her name for the purpose of getting the senior discount for property taxes, how would one accomplish holding the title in her name and yet preserving the interest of the other three sisters?</span></div><div class=""><span style="font-size: 14px;" class=""><br class=""></span></div><div class="">Thanks in advance for your thoughts on this.</div><div class=""><br class=""></div><div class="">Amy</div><div class=""><span style="font-size: 14px;" class=""><br class=""></span><div class="">
<div style="color: rgb(0, 0, 0); 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; line-break: after-white-space;" class=""><div style="color: rgb(0, 0, 0); font-family: Helvetica; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; font-variant-ligatures: normal; font-variant-position: normal; font-variant-numeric: normal; font-variant-alternates: normal; font-variant-east-asian: normal; line-height: normal; word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;" class=""><div style="color: rgb(0, 0, 0); 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; line-break: after-white-space;" class=""><div style="color: rgb(0, 0, 0); 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; line-break: after-white-space;" class=""><div class=""><font face="Lucida Calligraphy" class=""><i class=""><br class="Apple-interchange-newline">Amy J. Goertz, J.D.</i></font></div><div style="font-size: 12px;" class=""><font face="Lucida Calligraphy" class=""><i class="">Goertz & Lambrecht PLLC</i></font></div><div style="font-size: 12px;" class=""><div class="" style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><a href="mailto:amyjgoertz@icloud.com" class="">amyjgoertz@icloud.com</a> </div><div class="" style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><br class=""></div><div class="" style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">1.888.926.2607 phone<br class="">1.877.684.1627 fax<br class=""><br class=""></div><div class="" style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">Address for correspondence:</div><div class="" style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">2829 S. Grand Blvd., Suite 303<br class="">Spokane, WA 99203 </div><div class="" style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><br class=""></div><div class="" style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">Additional office locations:</div><div class="" style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">510 Bell Street<br class="">Edmonds, WA 98020</div><div class="" style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><br class=""></div><div class="" style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">7418 East Helm Drive<br class="">Scottsdale, AZ 85260</div><div class="" style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><br class=""></div><div class="" style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">Goertz & Lambrecht PLLC</div><div class="" style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><a href="http://www.goertzlambrecht.com/" class="">www.goertzlambrecht.com</a></div></div><div style="font-size: 12px;" class=""><br class=""></div></div></div></div></div></div></div></div></body></html>