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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">I think you meant to say we should lobby the Washington legislature, not Congress.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Phil Jones<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Philip N. Jones<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Duffy Kekel LLP<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">900 S.W. Fifth Ave. Suite 2500<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">Portland, OR 97204<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><a href="mailto:pjones@duffykekel.com"><span style="color:#0563C1">pjones@duffykekel.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 226-1371 – office<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 853-1482 – cell<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif">(503) 226-3574 - fax<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
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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>Kira Rubel<br>
<b>Sent:</b> Tuesday, May 9, 2023 2:49 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] [WSBARP] JTWROS - Community Property question<o:p></o:p></p>
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<p class="MsoNormal">Thank you all for weighing in! I agree with Jennifer, we should lobby congress to create an RCW for a "community property with rights of survivorship" option. It exists in California and makes it so much easier on the survivor. Most of
my WA surviving spouses look absolutely shocked that title to the home doesn't automatically pass directly to them by virtue of it being community property. <o:p></o:p></p>
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<p class="MsoNormal"><i><span style="font-size:13.5pt;font-family:"Cambria",serif">Kira M. Rubel, Esq.</span></i><o:p></o:p></p>
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<p><i><span style="font-size:10.0pt;font-family:"Cambria",serif">*Licensed in CA and WA</span></i><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:#222222"><img border="0" width="96" height="48" style="width:1.0in;height:.5in" id="_x0000_i1027" src="https://drive.google.com/a/theharborlawgroup.com/uc?id=1E57YB_h2v4LJLf-5LkuttKj5KjL212Bk&export=download"></span><span style="color:#222222"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto"><span style="font-family:"Garamond",serif;color:black"> <br>
8811 N. Harborview Dr. Ste. B<br>
Gig Harbor, WA 98332-2174 <br>
Tel. (253) 358-2215</span><span style="color:#222222"><o:p></o:p></span></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto"><u><span style="font-family:"Georgia",serif;color:#1155CC"><a href="https://theharborlawgroup.com/" target="_blank">https://theharborlawgroup.com/</a></span></u><o:p></o:p></p>
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<span style="font-size:7.5pt;font-family:"Trebuchet MS",sans-serif">No Tax Advice: No matter what I say in this email, I am an attorney, not a tax advisor and cannot provide any tax advice to you! Please refer all tax matters to your own tax advisor to ensure
you are receiving the most up-to-date and relevant tax advice. </span><span style="font-size:12.0pt"><o:p></o:p></span></p>
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<p class="MsoNormal">On Thu, May 4, 2023 at 3:58 PM Doug Schafer <<a href="mailto:schafer@pobox.com">schafer@pobox.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-family:"Times New Roman",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>
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<p class="MsoNormal">On 5/4/2023 14:40, Eric Nelsen wrote:<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">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" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Sincerely,<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Eric<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Eric C. Nelsen<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Sayre Law Offices, PLLC<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">1417 31st Ave South<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">Seattle WA 98144-3909<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">206-625-0092<o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><a href="mailto:eric@sayrelawoffices.com" target="_blank"><span style="color:#0563C1">eric@sayrelawoffices.com</span></a><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><b>From:</b>
<a href="mailto:wsbarp-bounces@lists.wsbarppt.com" target="_blank">wsbarp-bounces@lists.wsbarppt.com</a>
<a href="mailto:wsbarp-bounces@lists.wsbarppt.com" target="_blank"><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 href="mailto:wsbarp@lists.wsbarppt.com" target="_blank">
<wsbarp@lists.wsbarppt.com></a>; WSBA Probate & Trust Listserv <a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">
<wsbapt@lists.wsbarppt.com></a><br>
<b>Subject:</b> [WSBARP] JTWROS - Community Property question<o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">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>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto">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>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"> <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><o:p></o:p></p>
<p style="background-image:initial;background-position:initial;background-repeat:initial">
<i><span style="font-size:10.0pt;font-family:"Cambria",serif">*Licensed in CA and WA</span></i><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="color:#222222"><img border="0" width="96" height="48" style="width:1.0in;height:.5in" id="_x0000_i1026" src="https://drive.google.com/a/theharborlawgroup.com/uc?id=1E57YB_h2v4LJLf-5LkuttKj5KjL212Bk&export=download"></span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><span style="font-family:"Garamond",serif;color:black"> <br>
8811 N. Harborview Dr. Ste. B<br>
Gig Harbor, WA 98332-2174 <br>
Tel. (253) 358-2215</span><o:p></o:p></p>
<p class="MsoNormal" style="mso-margin-top-alt:auto;mso-margin-bottom-alt:auto"><u><span style="font-family:"Georgia",serif;color:#1155CC"><a href="https://theharborlawgroup.com/" target="_blank">https://theharborlawgroup.com/</a></span></u><o:p></o:p></p>
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you are receiving the most up-to-date and relevant tax advice. </span><o:p></o:p></p>
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