<div dir="ltr"><div class="gmail_default" style="font-family:garamond,serif;font-size:large">I think the recorder's issue is that there are 2 different excise tax exemptions to be cited on the REETA. And the REETA form doesn't give space for listing more than one WAC exemption. </div><div class="gmail_default" style="font-family:garamond,serif;font-size:large"><br></div><div class="gmail_default" style="font-family:garamond,serif;font-size:large">However, I recently saw a PR Deed here in Island County from several years back that I would have thought would have been rejected for trying to accomplish two separate transfers in a single deed, but the Island County Auditor and Treasurer apparently accepted it. PR deeded property out of his mom's estate to himself per Mom's Will, and then gave a percentage share to his wife as a gift from the PR -- all in the same PR deed. Despite two separate WAC exemptions that would have applied. So, I guess it might depend on the county, and who is at the desk that day...</div><div class="gmail_default" style="font-family:garamond,serif;font-size:large"><br></div><div class="gmail_default" style="font-family:garamond,serif;font-size:large"> </div><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><p style="margin:0in 0in 0pt"><b><span style="color:black;font-family:Arial,sans-serif"><font face="arial,helvetica,sans-serif">Sarah O’Farrell McCarthy</font></span></b></p><p style="margin:0in 0in 0pt"><font color="#000000" face="arial, helvetica, sans-serif"><b>(Pronouns: she / her)<br></b></font><font face="arial,helvetica,sans-serif">Attorney | <font color="#000000">Kelly, Arndt & Walker, <font color="#000000">Attorneys at Law, PLLP</font></font><font color="#000000"></font></font><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><span style="color:rgb(31,73,125)"><br></span><span style="color:black"><font face="arial,helvetica,sans-serif"><span style="color:black"><font color="#000000">P.O. 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This e-mail is NOT a contract and is not binding upon the author pursuant to CR 2A. This e-mail is, at most, a negotiation under ER 408.<br></font></span></p></font></font></font></div></div></div></div></div></div></div><br></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Fri, Oct 22, 2021 at 10:44 AM Mike Zeno <<a href="mailto:mikez@zenolawfirm.com">mikez@zenolawfirm.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex">
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<p class="MsoNormal"><span style="font-size:12pt;font-family:"Times New Roman",serif;color:rgb(0,32,96)">Inheritances are excise-tax exempt, per WAC 458-61A-202, and transfer into a revocable trust ought to be exempt under WAC 458-61A-211(2)(g). So hopefully
no excise tax.<u></u><u></u></span></p>
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<p class="MsoNormal"><b><span style="color:rgb(31,73,125)">The Law Office of G. Michael Zeno, Jr., P.S.<u></u><u></u></span></b></p>
<p class="MsoNormal"><span style="color:rgb(31,73,125)">T: (425) 947-8050 F: (425) 947-8052<u></u><u></u></span></p>
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<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>michael <a href="http://westseattleattorney.com" target="_blank">westseattleattorney.com</a><br>
<b>Sent:</b> Friday, October 22, 2021 10:09 AM<br>
<b>To:</b> WSBA Probate & Trust Listserve <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Deed from PR directly to Trust<u></u><u></u></p>
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<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:black">Recorder insists on a two step process - PR W deed deceased H 1/2 interest to W and then W 100% interest to Wife's Trust. Any other options than paying a double fee? Thanks <u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-family:"Times New Roman",serif;color:black">Mike <u></u><u></u></span></p>
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