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<p class="MsoNormal">Inge,<o:p></o:p></p>
<p class="MsoNormal">Title company is probably requesting that to address risk of estate taxes due on Dad’s death that were never paid (although that seems pretty moot if it was community property, that would all be unlimited marital deduction). You might go
back to the Title company and ask if they could insure based on the <a href="https://dor.wa.gov/sites/default/files/2022-02/Lackofprobateaffidavit.pdf">
DOR Form LOPA</a>, which doesn’t ask that question. <o:p></o:p></p>
<p class="MsoNormal">If the real estate is the only or primary asset, then you can get a retroactive appraisal. Not all home appraisers will do it, but I’ve used
<a href="https://absvaluation.com/about/#core-section1">Bob Chamberlin at ABS</a> for this in the past (sometimes needed to establish basis e.g. if Mom were to sell during her lifetime). They can pull comparable sales from historic records. This might cost
you between $1,000-$2,000, so I would try pushing back on the Title company first.<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"><o:p> </o:p></p>
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<p class="MsoNormal"><b><span style="mso-ligatures:none">From:</span></b><span style="mso-ligatures:none"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Inge Fordham<br>
<b>Sent:</b> Thursday, March 30, 2023 2:18 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] LOPA: Value of Community Property<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Estate property was acquired by Dad and Mom, husband and wife decades ago (pre-1970). Dad passed in 1980 without a will. Community property passed to surviving spouse (Mom), though there was no probate (or otherwise clearing of title).
We are now probating Mom’s estate and selling the estate property . My client (the PR of Mom’s estate) is being asked to execute a LOPA. No problem. The LOPA asks for the estimated value of the community property as of Dad’s DOD. How in the heck do I determine
the property value as of 1980? The Pierce Co. Assessor’s records don’t go back that far.
<o:p></o:p></p>
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<p class="MsoNormal" style="margin-bottom:3.0pt"><b><span style="font-size:13.0pt;font-family:"Cambria",serif;color:#203864;mso-ligatures:none">Inge A. Fordham | Attorney</span></b><span style="font-size:12.0pt;mso-ligatures:none"><o:p></o:p></span></p>
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