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<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Suzanne – I’ll take a shot at this, but I can’t answer all of it. If you have to open a probate in Washington, our courts handle ancillary probates exactly like a regular probate. So,
you should be able to avoid reopening the probate in CA to administer real property in Washington. There should be a pretty efficient way to address the property in Washington if a probate is opened to allow the transfer to one sibling (e.g. TEDRA Agreement
along with the Probate). <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">What I don’t know (an have never fully understood) is the efficacy of a lack of probate affidavit on transferring real estate in Washington. It is my understanding that the fundamental
question is whether or not a title company will recognize the transfer and issue insurance at a subsequent sale. This is really a question for the real property attorneys (which I am not…) or a title company. Hopefully one of these folks could chime in or
post to the Real Property Probate and Trust List serve. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Times New Roman",serif">Regards, <o:p>
</o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Mark<o:p></o:p></span></p>
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<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:10.0pt;font-family:"Bradley Hand ITC"">Ohana Fiduciary Corp.<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:10.0pt;font-family:"Bradley Hand ITC"">A Washington Trust Company<o:p></o:p></span></p>
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<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:12.0pt;font-family:"Bradley Hand ITC"">Mark C. Vohr, J.D., CPG, Principal<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:12.0pt;font-family:"Bradley Hand ITC"">PO Box 33710 Seattle, WA 98133<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:12.0pt;font-family:"Bradley Hand ITC"">T: (206) 782-1189 F: (206) 782-1434<o:p></o:p></span></p>
<p class="MsoNormal" align="center" style="text-align:center"><span style="font-size:12.0pt;font-family:"Calisto MT",serif"><a href="mailto:mcv@ohanafc.com"><span style="font-family:"Calibri",sans-serif;color:#0563C1">mcv@ohanafc.com</span></a></span><span style="font-size:12.0pt">
</span><span style="font-size:12.0pt;font-family:"Calisto MT",serif"><a href="http://www.ohanafc.com/"><span style="font-family:"Calibri",sans-serif;color:#0563C1">www.ohanafc.com</span></a><o:p></o:p></span></p>
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<p class="MsoNormal" align="center" style="text-align:center"><span style="font-family:"Times New Roman",serif"><a href="https://ohanafc.sharefile.com/r-r15ff53eeb574c7a9"><span style="color:#0563C1">Click here</span></a> to upload files.<o:p></o:p></span></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>Suzanne Lieberman<br>
<b>Sent:</b> Thursday, June 17, 2021 9:25 AM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Lack of probate affidavit question<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Hello,<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">(Giving this question one more shot). PC is an adult on SSI whose sibling, who was the PR for the probate in California, where most of the assets were held, closed probate in that state a few months ago. 3 siblings are only beneficiaries
of decedent mom's estate in will, with everything split equally.<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">All creditor claims have been paid (decedent died in January 2019), and now client wants to see if she can do a lack of probate affidavit for the house in WA where she currently resides (not called out in will). No probate has been opened
in Washington.The siblings want to give her their shares of the house. We would need to set up a SNT for the client for the CA proceeds and for the WA house. <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">The question is whether we can do a LOPA for the WA property or whether an ancillary probate (or full probate minus the creditor claim period) needs to be opened here (and CA probate reopened?), and whether PC can hire us to do this or
whether it needs to be handled by the sibling PR in California.<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="color:#500050">Sincerely, <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#500050"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="color:#500050">Suzanne Lieberman<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#500050"><a href="https://urldefense.proofpoint.com/v2/url?u=http-3A__cmslawfirm.com_&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=vggdOfD4ERmW213L7e4zvFQ0OBHTHXCcOdLpQN8cQQ0&s=az-PlnRA1jRGQWCCdRASk1oJMJ-i-1a8MLW2MhjQmKA&e=" target="_blank"><span style="color:#1155CC">CMS
Law Firm LLC</span></a><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="color:#500050">811 Kirkland Ave. Suite 201 </span></b><span style="color:#500050">(please note new address!)<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#500050">Kirkland, WA 98033<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#500050">206-383-6484 (Cell Phone)<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#500050">206-659-1512 (Main Office)<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:#500050">Legal stuff I have to put in... <i>To ensure compliance with Treasury Department and IRS regulations, we inform you that, unless expressly indicated otherwise, any federal tax advice contained in this communication
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