<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8">
<meta name="Generator" content="Microsoft Word 15 (filtered medium)">
<!--[if !mso]><style>v\:* {behavior:url(#default#VML);}
o\:* {behavior:url(#default#VML);}
w\:* {behavior:url(#default#VML);}
.shape {behavior:url(#default#VML);}
</style><![endif]--><style><!--
/* Font Definitions */
@font-face
{font-family:Helvetica;
panose-1:2 11 6 4 2 2 2 2 2 4;}
@font-face
{font-family:"Cambria Math";
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
@font-face
{font-family:"Calibri Light";
panose-1:2 15 3 2 2 2 4 3 2 4;}
@font-face
{font-family:Mistral;
panose-1:3 9 7 2 3 4 7 2 4 3;}
@font-face
{font-family:"Lucida Calligraphy";
panose-1:3 1 1 1 1 1 1 1 1 1;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
margin-bottom:.0001pt;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
a:link, span.MsoHyperlink
{mso-style-priority:99;
color:blue;
text-decoration:underline;}
a:visited, span.MsoHyperlinkFollowed
{mso-style-priority:99;
color:purple;
text-decoration:underline;}
p.msonormal0, li.msonormal0, div.msonormal0
{mso-style-name:msonormal;
mso-margin-top-alt:auto;
margin-right:0in;
mso-margin-bottom-alt:auto;
margin-left:0in;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
span.EmailStyle19
{mso-style-type:personal-reply;
color:black;}
.MsoChpDefault
{mso-style-type:export-only;
font-size:10.0pt;}
@page WordSection1
{size:8.5in 11.0in;
margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
{page:WordSection1;}
--></style><!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]-->
</head>
<body lang="EN-US" link="blue" vlink="purple">
<div class="WordSection1">
<p class="MsoNormal"><span style="color:black">Amy <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:black">Get notarized written consents (with the details of any agreement) from the sisters. Then, a thought: Perhaps get a promissory note payable to the sisters (equal to their share of the value of the house, -i.e.,
flexible amount - payable on its sale or when she no longer lives there or on a fixed date, to split equally) and a deed of trust securing that note? As the owner, she will have to get all the utility bills, keep it insured, pay the taxes, etc. which the
typical deed of trust requires anyway. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><b><span style="font-size:26.0pt;font-family:Mistral;color:#2F5496">Ralph Maimon<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black">Law Office of Ralph Maimon, P.S.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black">2811 E. Madison Street, Suite 202<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black">Seattle, WA 98112<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black">(206) 323-0911<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black">Fax: (206)462-1505<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><a href="http://www.maimonlaw.com/"><span style="color:#0563C1">www.maimonlaw.com</span></a>
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:black"><img border="0" width="84" height="120" style="width:.8727in;height:1.2545in" id="Picture_x0020_1" src="cid:image001.gif@01D4DD81.40C06FA0"></span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F3864"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black">This email is confidential. If you have received it in error,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black">please notify me and delete it from your device
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:black">without reading. Thank you.
<o:p></o:p></span></p>
</div>
<p class="MsoNormal"><span style="color:black"><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" style="margin-left:.5in"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<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 <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Property Title<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal" style="margin-left:.5in"><o:p> </o:p></p>
<div>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:10.5pt">Good morning, list servers,</span><o:p></o:p></p>
<div>
<p class="MsoNormal" style="margin-left:.5in"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal" style="margin-left:.5in"><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><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal" style="margin-left:.5in"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal" style="margin-left:.5in"><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><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal" style="margin-left:.5in"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal" style="margin-left:.5in"><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><o:p></o:p></p>
</div>
<div>
<p class="MsoNormal" style="margin-left:.5in"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal" style="margin-left:.5in">Thanks in advance for your thoughts on this.<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal" style="margin-left:.5in"><o:p> </o:p></p>
</div>
<div>
<p class="MsoNormal" style="margin-left:.5in">Amy<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal" style="margin-left:.5in"><o:p> </o:p></p>
<div>
<div>
<div>
<div>
<div>
<div>
<p class="MsoNormal" style="margin-left:.5in"><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"><o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal" style="margin-left:.5in"><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"><o:p></o:p></span></p>
</div>
<div>
<div>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><a href="mailto:amyjgoertz@icloud.com">amyjgoertz@icloud.com</a> <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p> </o:p></span></p>
</div>
<div>
<p class="MsoNormal" style="mso-margin-top-alt:0in;margin-right:0in;margin-bottom:12.0pt;margin-left:.5in">
<span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">1.888.926.2607 phone<br>
1.877.684.1627 fax<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">Address for correspondence:<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">2829 S. Grand Blvd., Suite 303<br>
Spokane, WA 99203 <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p> </o:p></span></p>
</div>
<div>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">Additional office locations:<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">510 Bell Street<br>
Edmonds, WA 98020<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p> </o:p></span></p>
</div>
<div>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">7418 East Helm Drive<br>
Scottsdale, AZ 85260<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p> </o:p></span></p>
</div>
<div>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">Goertz & Lambrecht PLLC<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__www.goertzlambrecht.com_&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=48uCzqbn0A0fuu0Vx7HiXuyvQSYkBeVAtLY41jGTlHo&m=2iejhSKl9dCQiRO9ZBQN4T1bnugFW3oQ_Is-CN_8rHU&s=HhZ39h-bgK_jGr1DG1QUKKhVgV7D3GOhe3qXOAcDLV4&e=">www.goertzlambrecht.com</a><o:p></o:p></span></p>
</div>
</div>
<div>
<p class="MsoNormal" style="margin-left:.5in"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p> </o:p></span></p>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</body>
</html>