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<font face="Times New Roman, Times, serif">My recollection, from
decades ago, is that deeds to married couples generally included
"husband and wife" after their names, and that such verbiage
indicated that the property was considered their community
property. And at the death of the first spouse, generally no
affidavits were then prepared or recorded if the surviving spouse
intended to continue residing in, or at least owning, the property
(whether or not the couple ever had signed or recorded a community
property agreement). At such time as the surviving spouse died or
chose to sell the property, that spouse or an executor then would
provide a title insurance company whatever assurances that company
requested (for its internal files) in order to insure the buyer's
title.<br>
<br>
I don't recall ever preparing or recording a Lack of Probate
Affidavit for a surviving spouse, nor am I aware of any statute or
case law requiring such. I viewed lawyers who routinely prepared
such affidavits at a first-spouse's death as simply doing so to
generate fees. Practices appear to have changed over the decades.<br>
<br>
Doug Schafer, WSBA 8652 (admitted 1978)<br>
</font><br>
<br>
<div class="moz-cite-prefix">On 5/4/2023 14:40, Eric Nelsen wrote:<br>
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<p class="MsoNormal">I agree, JTWROS works, but I generally
avoid it as an EP mechanism because JTWROS is such a fragile
state of title. Even some off-public-record events can be
enough to sever the right of survivorship, if I remember
correctly. And certainly it’s unilaterally severable by
executing a quitclaim deed from “X to X, to hold as tenant in
common and sever right of survivorship.” In contract, a
Community Property Agreement is contractual and not
unilaterally terminable, and can also apply to all property
instead of just one particular parcel of real estate. If the
parties sell and buy a new property, the CPA will cover the
new property but otherwise they’d have to remember to take the
new parcel as JTWROS.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Sincerely,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Eric<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Eric C. Nelsen<o:p></o:p></p>
<p class="MsoNormal">Sayre Law Offices, PLLC<o:p></o:p></p>
<p class="MsoNormal">1417 31st Ave South<o:p></o:p></p>
<p class="MsoNormal">Seattle WA 98144-3909<o:p></o:p></p>
<p class="MsoNormal">206-625-0092<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:eric@sayrelawoffices.com"
moz-do-not-send="true"><span style="color:#0563C1">eric@sayrelawoffices.com</span></a><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<div style="border:none;border-top:solid #E1E1E1
1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b>
<a class="moz-txt-link-abbreviated" href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a>
<a class="moz-txt-link-rfc2396E" href="mailto:wsbarp-bounces@lists.wsbarppt.com"><wsbarp-bounces@lists.wsbarppt.com></a>
<b>On Behalf Of </b>Kira Rubel<br>
<b>Sent:</b> Thursday, May 4, 2023 2:02 PM<br>
<b>To:</b> WSBA Real Property Listserv
<a class="moz-txt-link-rfc2396E" href="mailto:wsbarp@lists.wsbarppt.com"><wsbarp@lists.wsbarppt.com></a>; WSBA Probate & Trust
Listserv <a class="moz-txt-link-rfc2396E" href="mailto:wsbapt@lists.wsbarppt.com"><wsbapt@lists.wsbarppt.com></a><br>
<b>Subject:</b> [WSBARP] JTWROS - Community Property
question<o:p></o:p></p>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Hey team - I don't know about the rest of
you but I'm so tired of telling my surviving spouses that
they have to do a lack of probate affidavit or, worse yet, a
probate for the home they owned as community property! <o:p></o:p></p>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
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<div>
<p class="MsoNormal">Assuming there is no living trust or
community property agreement, am I correct that RCW
64.28.040 is the third workaround, in that it allows a
married couple to hold title to real property as JTWROS
and still get the full step-up in tax basis on the first
death? If so, why don't I see more deeds held this way?
Is anyone else doing this? <o:p></o:p></p>
<div>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
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<p><i><span
style="font-size:13.5pt;font-family:"Cambria",serif">Kira
M. Rubel, Esq.</span></i><span
style="font-size:12.0pt;font-family:"Times
New Roman",serif"><o:p></o:p></span></p>
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