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<p class="MsoNormal">No and no. Most brokerages do not accept small estate affidavit to transfer securities. Even if they did, the limit on small estates is $100,000, so you are well over the limit.<o:p></o:p></p>
<p class="MsoNormal">Best, <o:p></o:p></p>
<p class="MsoNormal">Nick<o:p></o:p></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;color:black">Nicholas Pleasants | Shareholder
<o:p></o:p></span></b></p>
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<p class="MsoNormal"><span style="color:#70AD47"><img width="223" height="95" style="width:2.3229in;height:.9895in" id="Picture_x0020_1" src="cid:image001.jpg@01D896BE.8C0EC340" alt="OseranHahnAttyatLaw 8"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#70AD47"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:black">11225 SE 6<sup>th</sup> Street | Suite 100 | Bellevue, WA 98004<br>
Main: (425) 455-3900 | Fax: (425) 455-9201 | E-mail: <a href="mailto:npleasants@ohswlaw.com">
<span style="color:#0563C1">npleasants@ohswlaw.com</span></a> <o:p></o:p></span></p>
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<p class="MsoNormal" style="text-autospace:none"><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:#1F497D">CONFIDENTIALITY NOTE: This e-mail message contains information belonging to the law firm of Oseran Hahn, P.S., which may be privileged,
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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>Denise Kuhlman<br>
<b>Sent:</b> Wednesday, July 13, 2022 1:21 PM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] Small Estate Affidavit for Community Stock<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Can you use a Small Estate Affidavit where the spouse is transferring title to stock? The stock already belongs to the spouse by operation of law, but it needs to be re-registered in the surviving spouse's name. The value of the account
is $300,000. Can we claim a transfer amount of zero by operation of law or must it be $150,000 as half of the community property? <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">TIA!<br clear="all">
<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt">Denise Kuhlman</span><o:p></o:p></p>
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<p class="MsoNormal"><strong><span style="font-size:9.0pt;font-family:"Calibri",sans-serif">Kuhlman Law Office, PLLC.</span></strong><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt">Office: <span style="color:#1155CC">(206) 795-6418</span></span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt">Fax: <span style="color:#1155CC">(856) 344-1866</span></span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt">Email: <a href="mailto:denise@kuhlmanlaw.com" target="_blank">denise@kuhlmanlaw.com</a></span><o:p></o:p></p>
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<p class="MsoNormal"><a href="http://www.kuhlmanlaw.com/" target="_blank">http://www.kuhlmanlaw.com/</a><o:p></o:p></p>
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