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<p>Be wary when using disclaimers. Examine each one individually.
If mom died intestate, and PC's sisters have living descendants,
the disclaimer of a sister will send her interest to her
descendants by right of representation. If a sister does not have
living descendants, the disclaimer of a sister will send her
interest equally to all of mom's living children, and by right of
representation to any deceased children.</p>
<p>I tend to be conservative, and it's difficult to take short cuts
with real estate even if you aren't conservative. I'd tell PC
that she must petition the court to open an intestate probate;
get the signed consent of all sisters for PC to serve as PR with
nonintervention powers and no bond; and do a TEDRA where all
sisters agree in writing that PC gets the house. And CYA with
lots of letters to sisters re: get your own lawyer and consider
tax aspects. <br>
</p>
<p>What PC is asking for is not simple, and I would not underwrite
her wishful thinking that it is. <br>
</p>
<p>Signed, Mean Lawyer. <br>
</p>
<div class="moz-cite-prefix">On 3/18/2019 10:50 AM, Tom Westbrook
wrote:<br>
</div>
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<p class="MsoNormal"><span
style="font-family:"Arial",sans-serif;color:#1f497d">If
PC is correct, get sisters to stipulate to PC being PR of
estate and in the same document, they disclaim interest in
the home (or entire estate if you can get that for PC); then
open probate and get PC appointed.</span></p>
<p class="MsoNormal"><span
style="font-family:"Arial",sans-serif;color:#1f497d"> </span></p>
<p class="MsoNormal"><span
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<p class="MsoNormal"><span
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<p class="MsoNormal"><span
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<p class="MsoNormal"><span
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J. Westbrook</span></p>
<p class="MsoNormal"><span
style="font-family:"Arial",sans-serif;color:#1f497d">Attorney
at Law</span></p>
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<div style="border:none;border-top:solid #e1e1e1
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<p class="MsoNormal"><b>From:</b> <a
href="mailto:wsbapt-bounces@lists.wsbarppt.com"
moz-do-not-send="true">wsbapt-bounces@lists.wsbarppt.com</a>
<<a href="mailto:wsbapt-bounces@lists.wsbarppt.com"
moz-do-not-send="true">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Amy Goertz<br>
<b>Sent:</b> Monday, March 18, 2019 10:31 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a
href="mailto:wsbapt@lists.wsbarppt.com"
moz-do-not-send="true">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Property Title</p>
</div>
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<p class="MsoNormal"> </p>
<div>
<p class="MsoNormal"><span style="font-size:10.5pt">Good
morning, list servers,</span></p>
<div>
<p class="MsoNormal"> </p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:10.5pt">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></p>
</div>
<div>
<p class="MsoNormal"> </p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:10.5pt">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></p>
</div>
<div>
<p class="MsoNormal"> </p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:10.5pt">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></p>
</div>
<div>
<p class="MsoNormal"> </p>
</div>
<div>
<p class="MsoNormal">Thanks in advance for your thoughts on
this.</p>
</div>
<div>
<p class="MsoNormal"> </p>
</div>
<div>
<p class="MsoNormal">Amy</p>
</div>
<div>
<p class="MsoNormal"> </p>
<div>
<div>
<div>
<div>
<div>
<div>
<p class="MsoNormal"><i><span
style="font-family:"Lucida
Calligraphy";color:black"><br>
Amy J. Goertz, J.D.</span></i><span
style="font-family:"Helvetica",sans-serif;color:black"></span></p>
</div>
<div>
<p class="MsoNormal"><i><span
style="font-size:9.0pt;font-family:"Lucida
Calligraphy";color:black">Goertz
& Lambrecht PLLC</span></i><span
style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"></span></p>
</div>
<div>
<div>
<p class="MsoNormal"><span
style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><a
href="mailto:amyjgoertz@icloud.com"
moz-do-not-send="true">amyjgoertz@icloud.com</a> </span></p>
</div>
<div>
<p class="MsoNormal"><span
style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"> </span></p>
</div>
<div>
<p class="MsoNormal"
style="margin-bottom:12.0pt"><span
style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">1.888.926.2607
phone<br>
1.877.684.1627 fax</span></p>
</div>
<div>
<p class="MsoNormal"><span
style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">Address
for correspondence:</span></p>
</div>
<div>
<p class="MsoNormal"><span
style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">2829
S. Grand Blvd., Suite 303<br>
Spokane, WA 99203 </span></p>
</div>
<div>
<p class="MsoNormal"><span
style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"> </span></p>
</div>
<div>
<p class="MsoNormal"><span
style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">Additional
office locations:</span></p>
</div>
<div>
<p class="MsoNormal"><span
style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">510
Bell Street<br>
Edmonds, WA 98020</span></p>
</div>
<div>
<p class="MsoNormal"><span
style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"> </span></p>
</div>
<div>
<p class="MsoNormal"><span
style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">7418
East Helm Drive<br>
Scottsdale, AZ 85260</span></p>
</div>
<div>
<p class="MsoNormal"><span
style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"> </span></p>
</div>
<div>
<p class="MsoNormal"><span
style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">Goertz
& Lambrecht PLLC</span></p>
</div>
<div>
<p class="MsoNormal"><span
style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><a
href="http://www.goertzlambrecht.com/"
moz-do-not-send="true">www.goertzlambrecht.com</a></span></p>
</div>
</div>
<div>
<p class="MsoNormal"><span
style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"> </span></p>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
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<br>
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<pre class="moz-quote-pre" wrap="">***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***
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<pre class="moz-signature" cols="72">--
Felicia Value
Attorney at Law
PO Box 578/116 N. Third
La Conner, WA 98257
(360) 466-2088
<a class="moz-txt-link-abbreviated" href="mailto:Felicia@skagitprobate.com">Felicia@skagitprobate.com</a></pre>
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