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<p class="MsoNormal">If this isn’t a new standard practice among them all, then I think changing companies is the best option.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal" style="background:white"><b><i><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D">Donna</span></i></b><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Donna M. Calf Robe<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Attorney<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Brothers & Henderson, P.S.<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Times New Roman",serif;color:black">2722 Eastlake Avenue East, Suite 200</span><span style="font-family:"Times New Roman",serif"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Times New Roman",serif;color:black">Seattle, Washington 98102</span><span style="font-family:"Times New Roman",serif"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Times New Roman",serif;color:black">Phone: (206) 324-4300 x113</span><span style="font-family:"Times New Roman",serif"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Times New Roman",serif;color:black">Fax: (206) 324-3106</span><span style="font-family:"Times New Roman",serif"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Times New Roman",serif;color:black">e-mail: donnac@brothershenderson.com</span><span style="font-family:"Times New Roman",serif"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Times New Roman",serif;color:black"><a href="http://www.brothershenderson.com/"><span style="color:blue">www.brothershenderson.com</span></a></span><span style="font-family:"Times New Roman",serif"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Times New Roman",serif;color:black"><img border="0" width="196" height="56" style="width:2.0416in;height:.5833in" id="Picture_x0020_3" src="cid:image003.jpg@01D7425C.0BA49980"></span><span style="font-family:"Times New Roman",serif"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:black">The information transmitted in this e-mail message and attachments is attorney-client information, is privileged or confidential material and is intended only
for the use of the individual or entity named above. You are hereby notified that any disclosure, copying, distribution, review by or taking of any action in reliance on the contents of this e-mail information by unauthorized persons is strictly prohibited.
All personal messages are solely the views of the sender and are not to be attributed to Brothers & Henderson, P.S. If you have received this transmission in error, immediately notify the sender by reply e-mail and permanently delete this transmission and
all copies including attachments.</span><span style="font-size:10.0pt;font-family:"Times New Roman",serif"><o:p></o:p></span></p>
</div>
<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>Heather de Vrieze<br>
<b>Sent:</b> Thursday, May 6, 2021 9:34 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Title Co - indemnity agreement<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt">Change title companies?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Vladimir Script";color:#1F497D">Heather S. de Vrieze</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>
<p class="MsoNormal"><i><span style="font-family:"Garamond",serif;color:#1F497D"><img border="0" width="189" height="105" style="width:1.9687in;height:1.0937in" id="Picture_x0020_1" src="cid:image004.jpg@01D7425C.0BA49980"></span></i><i><span style="font-size:12.0pt;font-family:"Garamond",serif;color:#1F497D"><o:p></o:p></span></i></p>
<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"><a href="mailto:heatherd@westseattlelaw.com"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">heatherd@westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
<o:p></o:p></span></p>
<p class="MsoNormal"><a href="http://www.westseattlelaw.com/"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">www.westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
<o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#002E8A">Click here to connect with de Vrieze | Carney on Facebook:
</span><span style="color:#1F497D"> </span></b><a href="https://www.facebook.com/DeVriezeCarney"><b><span style="color:blue;text-decoration:none"><img border="0" width="72" height="21" style="width:.75in;height:.2187in" id="Picture_x0020_2" src="cid:image005.png@01D7425C.0BA49980" alt="FB Logo"></span></b></a><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:#A6A6A6"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:Nyala;color:#C00000">For the latest information regarding firm operations and precautions in light of the Coronavirus please visit our firm’s website:</span><span style="font-family:Nyala;color:red">
</span><span style="font-family:Nyala"><a href="http://www.westseattlelaw.com/"><span style="color:blue">www.WestSeattleLaw.com</span></a><span style="color:#C00000">.</span><span style="color:red"><o:p></o:p></span></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:#7030A0"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:#A6A6A6"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:#A6A6A6">CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information. If you have received this e-mail in error, please notify the sender immediately
and delete all copies of this e-mail message and any attachment.</span><span style="font-size:16.0pt;font-family:"Cambria",serif;color:blue"><o:p></o:p></span></p>
</div>
<p class="MsoNormal"><span style="font-size:12.0pt"><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>Donna Calf Robe<br>
<b>Sent:</b> Thursday, May 6, 2021 9:13 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> Re: [WSBAPT] Title Co - indemnity agreement<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="margin-bottom:12.0pt">That’s my standard letter. This is the first time that it’s not enough. <o:p></o:p></p>
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<p class="MsoNormal">Donna <o:p></o:p></p>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
</div>
</div>
<div>
<p class="MsoNormal" style="margin-bottom:12.0pt"><o:p> </o:p></p>
<blockquote style="margin-top:5.0pt;margin-bottom:5.0pt">
<p class="MsoNormal" style="margin-bottom:12.0pt">On May 6, 2021, at 9:11 AM, Heather de Vrieze <<a href="mailto:heatherd@westseattlelaw.com">heatherd@westseattlelaw.com</a>> wrote:<o:p></o:p></p>
</blockquote>
</div>
<blockquote style="margin-top:5.0pt;margin-bottom:5.0pt">
<div>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt">I have generally addressed this by providing the standard letter with a revision stating essentially: “The estate will be subject to Washington State Estate Tax and the Personal Representative is taking the
necessary steps to file and pay the tax. The sale of this property will increase estate liquidity, ensuring amply funds to timely pay any taxes.”</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt">It has worked several times.</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt">Heather</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt"> </span><o:p></o:p></p>
<div>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Vladimir Script";color:#1F497D">Heather S. de Vrieze</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</span></i><o:p></o:p></p>
<div>
<p class="MsoNormal"><i><span style="font-family:"Garamond",serif;color:#1F497D"><image002.jpg><o:p></o:p></span></i></p>
</div>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">3909 California Avenue SW</span><span style="color:#44524E"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">Seattle, WA 98116-3705
</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">(206)938-5500
</span><o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:heatherd@westseattlelaw.com"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">heatherd@westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
</span><o:p></o:p></p>
<p class="MsoNormal"><a href="http://www.westseattlelaw.com/"><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">www.westseattlelaw.com</span></a><span style="font-size:10.0pt;font-family:Nyala;color:#44524E">
</span><o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:9.0pt;font-family:"Arial",sans-serif;color:#002E8A">Click here to connect with de Vrieze | Carney on Facebook:
</span><span style="color:#1F497D"> </span><span class="MsoHyperlink"><span style="color:blue;text-decoration:none"><o:p></o:p></span></span></b></p>
<div>
<p class="MsoNormal"><b><span style="color:blue"><a href="https://www.facebook.com/DeVriezeCarney"><span style="color:blue;text-decoration:none"><image003.png></span></a></span></b><span class="MsoHyperlink"><span style="color:windowtext;text-decoration:none"><o:p></o:p></span></span></p>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:#A6A6A6"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:Nyala;color:#C00000">For the latest information regarding firm operations and precautions in light of the Coronavirus please visit our firm’s website:</span><span style="font-family:Nyala;color:red">
</span><span style="font-family:Nyala"><a href="http://www.westseattlelaw.com/"><span style="color:blue">www.WestSeattleLaw.com</span></a><span style="color:#C00000">.</span></span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:#7030A0"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:#A6A6A6"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:#A6A6A6">CONFIDENTIAL & PRIVILEGED. This e-mail message may contain legally privileged and/or confidential information. If you have received this e-mail in error, please notify the sender immediately
and delete all copies of this e-mail message and any attachment.</span><o:p></o:p></p>
</div>
<p class="MsoNormal"><span style="font-size:12.0pt"> </span><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> <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>Donna Calf Robe<br>
<b>Sent:</b> Thursday, May 6, 2021 8:16 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] Title Co - indemnity agreement<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">List mates:<o:p></o:p></p>
<p class="MsoNormal">I recently opened a probate and soon after opening, the PR found a buyer for the estate owned house and closing is schedule for today. A week ago the title company requested the usual letter that there were no taxes owing. The estate will
owe WA estate tax of I’m guessing about $55k, but there are plenty of funds to pay the tax. The title company requested the PR sign a very broad indemnity agreement in both her personal and individual capacity. She is not a beneficiary. They initially wanted
other beneficiaries to sign as well, but there are many and some are minors so they dropped that request. I advised her against signing it. The title company then send another indemnity agreement yesterday afternoon, which is a little less broad, but not
much, and includes an agreement that they can hold $55k back until the taxes are paid (which may be 18 months), and they can use the $55k to offset any of their damages, without notice.
<o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<p class="MsoNormal">I have not encountered a title company demanding this type of indemnification or holdback. Usually they are satisfied when I include in the tax letter that the estate has sufficient funds to pay the tax. I’m inclined the tell the PR to
use a different title company, but the PR is anxious to get the sale completed.
<o:p></o:p></p>
<p class="MsoNormal">Have others run into this? I don’t know if its now a standard practice, in which case going to another title company may not help.
<o:p></o:p></p>
<p class="MsoNormal">Thank you, <o:p></o:p></p>
<p class="MsoNormal"> <o:p></o:p></p>
<div>
<p class="MsoNormal" style="background:white"><b><i><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D">Donna</span></i></b><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D"> </span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Donna M. Calf Robe</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Attorney</span><o:p></o:p></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Brothers & Henderson, P.S.</span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Times New Roman",serif;color:black">2722 Eastlake Avenue East, Suite 200</span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Times New Roman",serif;color:black">Seattle, Washington 98102</span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Times New Roman",serif;color:black">Phone: (206) 324-4300 x113</span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Times New Roman",serif;color:black">Fax: (206) 324-3106</span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Times New Roman",serif;color:black">e-mail:
<a href="mailto:donnac@brothershenderson.com">donnac@brothershenderson.com</a></span><o:p></o:p></p>
<p class="MsoNormal" style="background:white"><span style="font-family:"Times New Roman",serif;color:black"><a href="http://www.brothershenderson.com/"><span style="color:blue">www.brothershenderson.com</span></a></span><o:p></o:p></p>
<div>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:black"><image004.jpg><o:p></o:p></span></p>
</div>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:black">The information transmitted in this e-mail message and attachments is attorney-client information, is privileged or confidential material and is intended only
for the use of the individual or entity named above. You are hereby notified that any disclosure, copying, distribution, review by or taking of any action in reliance on the contents of this e-mail information by unauthorized persons is strictly prohibited.
All personal messages are solely the views of the sender and are not to be attributed to Brothers & Henderson, P.S. If you have received this transmission in error, immediately notify the sender by reply e-mail and permanently delete this transmission and
all copies including attachments.</span><o:p></o:p></p>
</div>
<p class="MsoNormal"> <o:p></o:p></p>
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