<div dir="ltr"><div class="gmail_default" style="font-family:garamond,serif;font-size:large">I recently saw this done without a probate in California, relating to California properties -- the CA attorney had helped the person sign a couple of Quit Claim Deeds many years ago, conveying the properties to the person's Revocable Living Trust that the CA attorney had also helped the person sign many years ago, on the same date that the deeds were signed -- but the plan had apparently been for the CA attorney to hold the original deeds in his client file until learning that the client had died, at which time the CA attorney would proceed to record the deeds. I don't know who signed the CA equivalent REETA for the grantor and grantee before recording -- possibly this was not required in CA, but I would expect there is a CA equivalent. The CA county apparently accepted this post-mortem recording without any issue. I was informed that this CA attorney said that this procedure is something they do "all the time." I have not (yet) inquired further. I am guessing that this procedure must have something to do with the CA property tax re-assessment rules, Prop 13, etc., but I would have assumed that a person's transfer into an RLT (a disregarded entity for most, if not all, other tax purposes) would not trigger any reassessment. </div><div class="gmail_default" style="font-family:garamond,serif;font-size:large"><br></div><div class="gmail_default" style="font-family:garamond,serif;font-size:large">At first blush, I don't think this would fly in Washington, for the same reasons this question is being asked. And I would never advise with this arrangement. The basic notion of holding original client deeds for years, potentially decades (as happened in this case), with an ongoing custodial duty to record the deeds post-mortem, makes me verrrrry nervous. What if the attorney retires, or dies? Yikes. </div><div class="gmail_default" style="font-family:garamond,serif;font-size:large"><br></div><div class="gmail_default" style="font-family:garamond,serif;font-size:large"><br></div><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><div dir="ltr"><p style="margin:0in 0in 0pt"><b><span style="color:black;font-family:Arial,sans-serif"><font face="arial,helvetica,sans-serif">Sarah O’Farrell McCarthy</font></span></b></p><p style="margin:0in 0in 0pt"><font color="#000000" face="arial, helvetica, sans-serif"><b>(Pronouns: she / her)<br></b></font><font face="arial,helvetica,sans-serif">Attorney, Partner | <font color="#000000">Kelly, Arndt & Walker, <font color="#000000">Attorneys at Law, PLLP</font></font><font color="#000000"></font></font><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><font color="#000000"><span style="color:rgb(31,73,125)"><br></span><span style="color:black"><font face="arial,helvetica,sans-serif"><span style="color:black"><font color="#000000">P.O. 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<p class="MsoNormal"><span style="font-size:12pt">Julie,<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt">I would consider opening probate to execute a new deed (inheritance) based on the provision of the Will. While I can see arguments on both sides of this, I am concerned that the lifetime deed (gift) would
not qualify the beneficiary for a step-up in basis, or would be harder to argue when the deed/REETA/supplement are executed as a gift.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt">Probate and a deed out of the estate provides clarity. (for title too)<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt">Heather<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:12pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:16pt;font-family:"Vladimir Script";color:rgb(31,73,125)">Heather S. de Vrieze</span><b><span style="font-size:16pt;color:rgb(31,73,125)"><br>
</span></b><i><span style="font-family:Garamond,serif;color:rgb(31,73,125)">Attorney-at-Law<u></u><u></u></span></i></p>
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<p class="MsoNormal"><span style="font-size:10pt;font-family:Nyala;color:rgb(68,82,78)">3909 California Avenue SW<u></u><u></u></span></p>
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<div style="border-right:none;border-bottom:none;border-left:none;border-top:1pt solid rgb(225,225,225);padding:3pt 0in 0in">
<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Julie Martiniello<br>
<b>Sent:</b> Thursday, January 4, 2024 10:08 AM<br>
<b>To:</b> Trust and Probate Section <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Deed signed prior to death (not recorded and no REETA executed)<u></u><u></u></p>
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<p class="MsoNormal">Hello All,<u></u><u></u></p>
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<p class="MsoNormal">I have a Client where Decedent executes a deed transferring title prior to his death. However, no REETA was done and the deed was not recorded. This is the only asset in the estate. Client intends to keep the property and no plans to sell
or finance- or I would just ask the title company their requirements. Decedent's Will also bequeathed property to the Client. <u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">My thoughts are that no one has legal authority to sign as the Grantor(or Agent for Grantor), without being appointed as PR by a court. It seems like a lot to open a probate for this one signature. I wanted to see if anyone has thoughts
on if there are any other solutions or if someone can sign the REETA on behalf of the Decedent without a probate?<br clear="all">
<u></u><u></u></p>
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<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal"><span class="m_2511647949699886799gmailsignatureprefix">-- </span><u></u><u></u></p>
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<span style="font-size:12pt;font-family:Garamond,serif;color:rgb(68,84,106)">Respectfully,</span><span style="font-size:12pt;color:rgb(34,34,34)"><u></u><u></u></span></p>
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<span style="font-size:13.5pt;font-family:Garamond,serif;color:rgb(68,84,106)">Julie Martiniello, Partner</span><span style="font-size:12pt;color:rgb(34,34,34)"><u></u><u></u></span></p>
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