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<p class="MsoNormal">Less than assessed? <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Yes, in King County this comes up regularly. I have escalated to get someone to explain the gift supplement is not appropriate. I have pushed back and instead provided a statement, by me, that simply articulated the facts and clarified
also what there was no gift of equity/ the gift supp is not appropriate. <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I have had another one, a quit claim deed, related to unmarried people refinancing and removing a person from the loan and title. Excise based on amount of loan and (King, again) county requiring a PSA to “prove” it was an arm’s length
transaction. It was not but again, the gift supp they were trying to require me to complete was not appropriate.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Based on the two above experiences, if there is anything odd seeming (by county standards) when I’m sending a deed in, I’ve taken to providing a narrative on letterhead when I send the deed and strongly requesting I am contacted to discuss
before someone (arbitrarily) rejects and proposes made up requirements for “the fix.”<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I recognize that these transactions get flagged if less than assessed value but it’s not the county’s role to push parties to make false statements about gifts. Frustrating.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Kailei<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Vladimir Script";color:#1F497D">Kailei B. Feeney</span><b><span style="font-size:16.0pt;color:#1F497D"><br>
</span></b><i><span style="font-family:"Garamond",serif;color:#1F497D">Attorney-at-Law<o:p></o:p></span></i></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">3909 California Avenue SW<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">Seattle, WA 98116-3705
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">(206)938-5500
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#1F497D"><a href="mailto:kailei@westseattlelaw.com">kailei@westseattlelaw.com</a></span><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Marcus Fry<br>
<b>Sent:</b> Friday, April 24, 2020 8:57 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv (wsbapt@lists.wsbarppt.com) <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Excise tax and gift supplemental<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><a name="_GoBack"></a>Arms-length negotiation of sale of real property. Purchase price is less than excise tax. County is requiring a gift supplement because purchase is below County tax assessed value.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">This seems crazy. Anyone experience this?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="text-align:justify"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Marcus J. Fry<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:10.0pt;font-family:"Arial",sans-serif">Lyon, Weigand & Gustafson, P.S.
<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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