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<div id="divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" color="#000000" style="font-size:11pt"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Suzanne Lieberman <suzanne@cmslawfirm.com><br>
<b>Sent:</b> Tuesday, September 14, 2021 1:09 PM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] Gifting of intestate shares</font>
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<div dir="ltr">Hello,</div>
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<div>Seemingly straightforward, but I have not done these before. Decedent spouse is the Administrator of intestate estate. Decedent also had 4 siblings. The only assets left in decedent's name are a house and truck bought several years before the marriage.
I did a tracing analysis and wrote to the siblings to let them know the 1/4 shares they are each entitled to. All 4 want to gift their shares to our client.</div>
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<div>Should I have the siblings sign a TEDRA Non-Judicial Binding Agreement, per RCW 11.96A.220 and file that with the court? If so, is anyone willing to share a template for such a thing? No separate proposed order, per RCW 11.96A.230 is required, correct? </div>
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<div>After that, can we use that Agreement to draft a PR deed putting the house fully into our client's name? What about the DOL/truck issue? Does DOL just need to see that signed Agreement to transfer title to her?</div>
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<div>We have another client who is the ex-wife of decedent who passed in 2012, also without a will. Their 3 kids are the heirs but client gets the house per the divorce decree and the kids all want to gift their shares to their mom. What is the best way to
go about this one? TEDRA Non-Judicial Binding Agreement with the kids gifting their shares and filing the divorce decree with the court, then drawing up the PR deed in client's name alone?</div>
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<div>Best,</div>
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<div>Suzanne Lieberman</div>
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<div style="color:rgb(80,0,80)"><a href="http://cmslawfirm.com/" target="_blank" style="color:rgb(17,85,204)">CMS Law Firm LLC</a></div>
<div style="color:rgb(80,0,80)"><b>811 Kirkland Ave. Suite 201 </b>(please note new address!)<br>
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<div style="color:rgb(80,0,80)">Kirkland, WA 98033</div>
<div style="color:rgb(80,0,80)">206-383-6484 (Cell Phone)</div>
<div style="color:rgb(80,0,80)">206-659-1512 (Main Office)</div>
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<div style="color:rgb(80,0,80)">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 (including
any attachments) is not intended or written by CMS Law Firm LLC to be used, and cannot be used by the taxpayer, for the purpose of: (i) avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code; or (ii) promoting, marketing, or
recommending to another party any transaction or matter addressed herein (or any attachments).</i></div>
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