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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Chaparral Pro",serif">Did they have a community property agreement? I hope so!<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Chaparral Pro",serif"><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:"Chaparral Pro",serif;color:#060A2E">Natalie N. Kuehler</span><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal" align="center" style="text-align:center"><span style="font-family:"Chaparral Pro",serif;color:#060A2E">CONFIDENTIALITY STATEMENT: This message contains information that may be confidential and protected by the attorney-client privilege.
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<p class="MsoNormal" style="margin-bottom:12.0pt"><b><span style="font-size:12.0pt;color:black">From:
</span></b><span style="font-size:12.0pt;color:black">wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of sdonahue@sdonahuelaw.com <sdonahue@sdonahuelaw.com><br>
<b>Date: </b>Tuesday, August 31, 2021 at 8:50 AM<br>
<b>To: </b>'WSBA Probate & Trust Listserv' <wsbapt@lists.wsbarppt.com><br>
<b>Subject: </b>[WSBAPT] marital deduction and community property<o:p></o:p></span></p>
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<p class="MsoNormal">Hello listserve helpers,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I am doing a probate for a man who died about 10 days after getting married. His estate is probably over the exclusion amount, probably well over. I need some clarification about how community property relates to the marital deduction.
With such a short term marriage, does community property even apply to the distribution of his estate? Does the marital deduction apply? How do the martial deduction and community property relate in this circumstance? 95% of his residual estate goes to
charity, but I would like to be able to get the entire estate below the exclusion amount so that there are no taxes. The charitable deduction probably won’t do it since there is quite a bit of property given to his wife—the house and condo, the airplane and
hanger and all the tangible personal property. So, will the marital deduction/community property provisions apply? And if so, how?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Any suggestions or comments? All would be welcomed.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thank you,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Susan<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>
<p class="MsoNormal" style="text-autospace:none"><b><span style="font-size:13.0pt">SUSAN DONAHUE</span></b><b><span style="font-size:12.0pt"><o:p></o:p></span></b></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:12.0pt">Law Office of Susan Donahue<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:12.0pt">125 West 2<sup>nd</sup> Avenue, Suite “B”<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:12.0pt">P.O. Box 81<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:12.0pt">Twisp, WA 98856<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:12.0pt">(509) 996-5944 (phone)<o:p></o:p></span></p>
<p class="MsoNormal" style="text-autospace:none"><span style="font-size:12.0pt">(509) 362-9692 (fax)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><a href="mailto:sdonahue@sdonahuelaw.com"><span style="font-family:"Calibri",sans-serif;color:blue">sdonahue@sdonahuelaw.com</span></a></span><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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