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<p class="MsoNormal">I agree with Josh’s idea, do a QCD and transfer the property to a RLT. That way if the realtor records the deed thereafter, it is ineffective because grantor no longer owns property. I would suggest a joint co-trustee situation to further
protect client because she is obviously vulnerable. Of course, in the QCD, certainly include language expressly revoking the TODD that she signed.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p style="FONT-SIZE: 10pt; FONT-FAMILY: ARIAL"><br><strong>Marcus
J. Fry</strong><br>Attorney | Witherspoon • Kelley<br><a href="mailto:mjf@witherspoonkelley.com">mjf@witherspoonkelley.com</a> | <a href="https://www.witherspoonkelley.com/marcus-j-fry">Attorney Profile</a>
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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>Joshua McKarcher<br>
<b>Sent:</b> Thursday, October 13, 2022 1:21 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] TODD revocation<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Heather,
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Fascinating (and sad). As best you can, I would stick to RCW 64.80.080 (pasted below in this email) as closely as possible so you have an “objective” revocation and do not
have to “subjectively” prove undue influence, etc. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">In particular, relying on sub (4) of the statute, I would make an inter vivos transfer to another grantee than her (who is the grantor on the TODD). This
<u>objectively</u> neutralizes the TODD “no matter what.”<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">So, reading the whole RCW, I would, if possible do both of these: (1) sign/notarize the revocation describing as close as possible the date, name, situation, etc.,
<b><u>and</u></b> (2) convey the property to a trust in a deed that expressly states it is intended to revoke any prior transfer on death deeds recorded or unrecorded.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">(A “second best” option to (2) is to record a new TODD to a different person, if her estate plan is susceptible of such a blunt instrument of real property disposition.
But I don’t think that works as well as relying on sub (4) below.)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">That way anything recorded after the deed into the trust just isn’t relevant any longer; it can’t “do” anything
<b><u>because sub (4) below says so</u></b>. Even a title underwriter would have a hard time insisting on obtaining some kind of release from the realtor-TODD beneficiary who tried to record AFTER the transfer to trust.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">The problem is sub (1) below does not contemplate this bizarre issue of an UNRECORDED TODD. Its revocation provisions contemplate the TODD being recorded before the revocation.
(See below.)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">So, the issue with only having a revocation in hand “to record if needed” is that if the realtor records 10 seconds before death, realtor at least preserves an argument
that the document you’re describing – even if you recorded it BEFORE realtor recorded the TODD – did not revoke anything when recorded, because the realtor’s TODD
<u>had not yet been recorded</u>. In support of her argument, she could rely on the language of sub (1) below.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Then, you’re really in the position of arguing statutory interpretation or undue influence, fraud, etc. Fun maybe, but unnecessary, if a simple lifetime conveyance now makes
the TODD irrelevant anyhow. (Thank goodness this person SURVIVED to remedy this. Good grief.)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Good luck! Best, Josh<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:8.0pt;color:black">(1) Subject to subsection (2) of this section, an instrument is effective to revoke a
<b><u>recorded</u></b> transfer on death deed, or any part of it, <b><u>only if</u></b> the instrument:<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:8.0pt;color:black"> (a) Is one of the following:<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:8.0pt;color:black"> (i) A transfer on death deed that revokes the deed or part of the deed expressly or by inconsistency;<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:8.0pt;color:black"> (ii) An instrument of revocation that expressly revokes the deed or part of the deed; or<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:8.0pt;color:black"> (iii) An inter vivos deed that expressly revokes the transfer on death deed or part of the deed;
<b><u>and</u></b><o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:8.0pt;color:black"> (b) Is acknowledged by the transferor after the acknowledgment of the deed being revoked
<b><u>and recorded before the transferor's death</u></b> in the public records in the office of the county auditor
<b><u>of the county where the deed is recorded</u></b>. <i><span style="background:yellow;mso-highlight:yellow">[all of sub (1) is irrelevant if not recorded before death where the deed being revoked “<b><u>is</u></b> recorded”]</span></i><o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:8.0pt;color:black">(2) If a transfer on death deed is made by more than one transferor:<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:8.0pt;color:black"> (a) Revocation by a transferor does not affect the deed as to the interest of another transferor;<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:8.0pt;color:black"> (b) A deed of joint owners is revoked only if it is revoked by all of the joint owners living at the time that the revocation is recorded; and<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:8.0pt;color:black"> (c) A deed of community property by both spouses or by both domestic partners is revoked only if it is revoked by both of the spouses or domestic partners,
provided that if only one of the spouses or domestic partners is then surviving, that spouse or domestic partner may revoke the deed.<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:8.0pt;color:black">(3) After a transfer on death deed is recorded, it may not be revoked by a revocatory act on the deed.<o:p></o:p></span></p>
<p class="MsoNormal" style="text-indent:.5in;background:white"><span style="font-size:8.0pt;color:black">(4)
<b><u>This section does not limit the effect of an inter vivos transfer of the property</u></b>.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">
wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Heather de Vrieze<br>
<b>Sent:</b> Thursday, October 13, 2022 12:19 PM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] TODD revocation<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt">If a client relays to me that they were convinced to sign a TODD in the hospital, under duress and they want to revoke it immediately, will signing/notarizing a revocation be sufficient. The TODD does not
appear to have been recorded, but client is very concerned.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt">And FWIW, the TODD beneficiary is a realtor, and the person who apparently may have drafted the document was notarized on her way into surgery.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt">Heather<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Vladimir Script";color:#1F497D">Heather S. de Vrieze</span><b><span style="font-size:16.0pt;color:#1F497D"><br>
</span></b><i><span style="font-family:"Garamond",serif;color:#1F497D">Attorney-at-Law<o:p></o:p></span></i></p>
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