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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=purple><div class=WordSection1><p class=MsoNormal>There also could be a real estate excise tax issue.<o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='color:black'><o:p> </o:p></span></p><p class=MsoNormal><b><span style='color:black'>Nestor Gorfinkel, Attorney at Law <o:p></o:p></span></b></p><p class=MsoNormal><b><span style='color:black'>Admitted to practice law in Washington & Florida <o:p></o:p></span></b></p><p class=MsoNormal><b><span style='color:black'>Florida Civil-Law (International) Notary<o:p></o:p></span></b></p><p class=MsoNormal><b><span style='color:black;mso-style-textfill-fill-color:black;mso-style-textfill-fill-alpha:100.0%'>11900 NE First Street Suite 300<o:p></o:p></span></b></p><p class=MsoNormal><b><span style='color:black;mso-style-textfill-fill-color:black;mso-style-textfill-fill-alpha:100.0%'>Bellevue, WA 98005</span></b><b><span style='color:#385623'><o:p></o:p></span></b></p><p class=MsoNormal><b><span style='color:black'>Tel. (425) 961-0519<o:p></o:p></span></b></p><p class=MsoNormal><b><span style='color:black'>Fax. (888) 522-3601<o:p></o:p></span></b></p><p class=MsoNormal><b><span style='color:black'><o:p> </o:p></span></b></p><p class=MsoNormal><b><span style='color:black'><o:p> </o:p></span></b></p><p class=MsoNormal><b><span style='font-size:10.0pt;color:black'>ATTENTION - </span></b><b><span style='font-size:10.0pt'>This e-mail message and any attachment to this e-mail message may contain confidential information that is legally privileged. If you are not the intended recipient, you must not review, retransmit, convert to hard copy, copy, use or disseminate this e-mail or any attachments to it. If you have received this e-mail in error, please notify us immediately by return e-mail or by telephone at the phone numbers provided herein and delete this message. Please note that if this e-mail message contains a forwarded message or is a reply to a prior message, some or all of the contents of this message or any attachments may not have been produced by the sender.<o:p></o:p></span></b></p><p class=MsoNormal><b><span style='font-size:10.0pt;color:black'><o:p> </o:p></span></b></p><p class=MsoNormal><b><span style='font-size:24.0pt;font-family:Webdings;color:#009900'>P</span></b><b><span style='font-size:24.0pt;color:#009900'> </span></b><b><span style='font-size:9.0pt;font-family:"Verdana",sans-serif;color:#009900'>Please consider the environment before printing this e-mail.</span></b><o:p></o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><o:p> </o:p></p><div><div style='border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> <b>On Behalf Of </b>Paul Neumiller<br><b>Sent:</b> Monday, March 18, 2019 10:44 AM<br><b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br><b>Subject:</b> Re: [WSBAPT] Property Title<o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif'>I think your bigger problem is how is she going to obtain authority to sign the deed? Without a TODD or a probate, how is she going to convince a title company to insure title, no matter what the deed says? Especially if the mother is recently deceased. <o:p></o:p></span></p><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif'><o:p> </o:p></span></p><div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><a name="Paul_A__Neumiller"><img width=250 height=150 style='width:2.6041in;height:1.5625in' id="_x0000_i1025" src="cid:image001.jpg@01D4DD7A.2126DA50"></a><o:p></o:p></p><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Times New Roman",serif'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Times New Roman",serif'> <o:p></o:p></span></p></div><p class=MsoNormal><span style='font-size:12.0pt;font-family:"Times New Roman",serif'><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>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">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">wsbapt@lists.wsbarppt.com</a>><br><b>Subject:</b> [WSBAPT] Property Title<o:p></o:p></p></div></div><p class=MsoNormal><o:p> </o:p></p><div><p class=MsoNormal><span style='font-size:10.5pt'>Good morning, list servers,</span><o:p></o:p></p><div><p class=MsoNormal><o:p> </o:p></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><o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></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><o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></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><o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal>Thanks in advance for your thoughts on this.<o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></p></div><div><p class=MsoNormal>Amy<o:p></o:p></p></div><div><p class=MsoNormal><o:p> </o:p></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'><o:p></o:p></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'><o:p></o:p></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">amyjgoertz@icloud.com</a> <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 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<o:p></o:p></span></p></div><div><p class=MsoNormal><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><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><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'>Additional office locations:<o:p></o:p></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<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'>7418 East Helm Drive<br>Scottsdale, AZ 85260<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'>Goertz & Lambrecht PLLC<o:p></o:p></span></p></div><div><p class=MsoNormal><span style='font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black'><a href="https://nam03.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.goertzlambrecht.com%2F&data=02%7C01%7C%7Ca1950aa0d05e4d5986c408d6abc81dd7%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C636885273307770088&sdata=%2F7kYuaVreRZwV3nA09CbclfRIh5wYpVphp8r%2Bh3A5JI%3D&reserved=0">www.goertzlambrecht.com</a><o:p></o:p></span></p></div></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></div></div></div></div></div></div></div></body></html>