<html><head><meta http-equiv="content-type" content="text/html; charset=utf-8"></head><body style="overflow-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><div>Yes, beyond fishy.</div><div><br></div><div><br></div><blockquote type="cite"><div class="WordSection1" style="page: WordSection1;"><div style="margin: 0in;"><font color="#002060" face="Arial, sans-serif" size="2">Who delivered the deed and who was the deed delivered to? </font></div></div></blockquote><br><span class="Apple-tab-span" style="white-space:pre"> </span>They allege the deed was signed a few days before the 28 year old decedent died. Document was prepared with a signature line for AIF only - no line for decedent who was alive and well at that time. AIF signed before attorney who notarized and accepted delivery. Attorney then delivered to Recorder’s office two weeks after death even though the recorder happens to be on the same block as his office but he states he was out of town and the document was in his vehicle for awhile.<div><br><blockquote type="cite"><div class="WordSection1" style="page: WordSection1;"><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10pt; font-family: Arial, sans-serif; color: rgb(0, 32, 96);">Counsel for the attorney-in-fact? Yes, he is counsel for AIF.</span></div></div></blockquote><br><blockquote type="cite"><div class="WordSection1" style="page: WordSection1;"><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="color: rgb(0, 32, 96); font-family: Arial, sans-serif; font-size: 10pt;">Are they saying that the counsel for the attorney-in-fact was also the counsel for the young man? </span><span style="color: rgb(0, 32, 96); font-family: Arial, sans-serif; font-size: 10pt;">Are any conflict waivers in place? I am sure not - Thank you.</span></div></div></blockquote><blockquote type="cite"><div class="WordSection1" style="page: WordSection1;"><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10pt; font-family: Arial, sans-serif; color: rgb(0, 32, 96);"> </span></div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10pt; font-family: Arial, sans-serif; color: rgb(0, 32, 96);">When the deed was recorded, who signed as the grantor? AIF signed. My belief of course is that it was signed well after his death but they backdated the document.</span></div></div></blockquote><br><blockquote type="cite"><div class="WordSection1" style="page: WordSection1;"><div style="margin: 0in;"><font color="#002060" face="Arial, sans-serif" size="2">By that time, the grantor was dead, and the attorney-in-fact no longer had authority to conduct any business as attorney-in-fact. They attorney states the above, that it was <span style="caret-color: rgb(0, 32, 96);">“</span><o:p></o:p>delivered” prior to his passing.</font></div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10pt; font-family: Arial, sans-serif; color: rgb(0, 32, 96);"> </span></div></div></blockquote><div><br></div><div><br><div style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; font-variant-ligatures: normal; font-variant-position: normal; font-variant-numeric: normal; font-variant-alternates: normal; font-variant-east-asian: normal; line-height: normal; word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><div style="color: rgb(0, 0, 0); letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><div style="color: rgb(0, 0, 0); letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><div><font face="Lucida Calligraphy"><i><br class="Apple-interchange-newline"><br></i></font></div><div><font face="Lucida Calligraphy"><i><br></i></font></div><div><font face="Lucida Calligraphy"><i>Amy J. Goertz, J.D.</i></font></div><div><font face="Lucida Calligraphy"><i>Goertz & Lambrecht PLLC</i></font></div><div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><a href="mailto:amyjgoertz@icloud.com">amyjgoertz@icloud.com</a> </div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><br></div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">1.888.926.2607 phone<br>1.877.684.1627 fax<br><br></div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">Address for correspondence:</div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">2829 S. Grand Blvd., Suite 303<br>Spokane, WA 99203 </div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><br></div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">Additional office locations:</div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">510 Bell Street<br>Edmonds, WA 98020</div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><br></div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;">Goertz & Lambrecht PLLC</div><div style="word-wrap: break-word; -webkit-nbsp-mode: space; line-break: after-white-space;"><a href="http://www.goertzlambrecht.com/">www.goertzlambrecht.com</a></div></div><div><br></div><div><br></div></div><br class="Apple-interchange-newline"></div><br class="Apple-interchange-newline"></div><br class="Apple-interchange-newline" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none; font-variant-ligatures: normal; font-variant-position: normal; font-variant-numeric: normal; font-variant-alternates: normal; font-variant-east-asian: normal; line-height: normal;"><br class="Apple-interchange-newline" style="caret-color: rgb(0, 0, 0); color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant-caps: normal; font-weight: normal; letter-spacing: normal; orphans: auto; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: auto; word-spacing: 0px; -webkit-text-size-adjust: auto; -webkit-text-stroke-width: 0px; text-decoration: none;">
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<div><br><blockquote type="cite"><div>On Mar 27, 2024, at 1:54 PM, Mark Anderson <marka@mbaesq.com> wrote:</div><br class="Apple-interchange-newline"><div><meta charset="UTF-8"><div class="WordSection1" style="page: WordSection1; caret-color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration: none;"><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10pt; font-family: Arial, sans-serif; color: rgb(0, 32, 96);">Fishy, fishy, fishy.<o:p></o:p></span></div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10pt; font-family: Arial, sans-serif; color: rgb(0, 32, 96);"><o:p> </o:p></span></div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10pt; font-family: Arial, sans-serif; color: rgb(0, 32, 96);">Who delivered the deed and who was the deed delivered to? Counsel for the attorney-in-fact? Are they saying that the counsel for the attorney-in-fact was also the counsel for the young man? Are any conflict waivers in place?<o:p></o:p></span></div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10pt; font-family: Arial, sans-serif; color: rgb(0, 32, 96);"><o:p> </o:p></span></div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10pt; font-family: Arial, sans-serif; color: rgb(0, 32, 96);">When the deed was recorded, who signed as the grantor? By that time, the grantor was dead, and the attorney-in-fact no longer had authority to conduct any business as attorney-in-fact. <span class="Apple-converted-space"> </span><o:p></o:p></span></div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10pt; font-family: Arial, sans-serif; color: rgb(0, 32, 96);"><o:p> </o:p></span></div><div><p class="MsoNormal" style="margin: 0in 0in 12pt; font-size: 12pt; font-family: Aptos, sans-serif;"><b><span style="font-size: 10pt; font-family: Arial, sans-serif; color: rgb(0, 32, 96);">Mark B. Anderson<br></span></b><span style="font-size: 10pt; font-family: Arial, sans-serif; color: rgb(0, 32, 96);">ANDERSON LAW FIRM PLLC<br>821 Dock St Ste 209 PMB 4-12<br>Tacoma, Washington 98402<br>+1 253-327-1750<br>+1 253-327-1751 (fax)<br><a href="mailto:marka@mbaesq.com" style="color: blue; text-decoration: underline;"><span style="color: rgb(0, 32, 96);">marka@mbaesq.com</span></a><br><a href="http://www.mbaesq.com/" style="color: blue; text-decoration: underline;"><span style="color: rgb(0, 32, 96);">www.mbaesq.com</span></a><b><o:p></o:p></b></span></p><p class="MsoNormal" style="margin: 0in 0in 12pt; font-size: 12pt; font-family: Aptos, sans-serif;"><b><span style="font-size: 10pt; font-family: "Arial Narrow", sans-serif; color: rgb(0, 32, 96);">CONFIDENTIALITY NOTICE<br></span></b><span style="font-size: 10pt; font-family: "Arial Narrow", sans-serif; color: rgb(0, 32, 96);">This transmission is confidential and is intended solely for the use of the individual named recipient. It may be protected by the attorney-client privilege, work product doctrine, or other confidentiality protection. If you are not the intended recipient, or the person responsible to deliver it to the intended recipient, be advised that any dissemination, distribution, or copying of this communication is prohibited. If you have received this transmission in error, please immediately notify the sender via e-mail or by telephone at (253) 327-1750 that you have received the message in error, and then delete it. Thank you.<o:p></o:p></span></p></div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 10pt; font-family: Arial, sans-serif; color: rgb(0, 32, 96);"><o:p> </o:p></span></div><div><div style="border-width: 1pt medium medium; border-style: solid none none; border-color: rgb(225, 225, 225) currentcolor currentcolor; border-image: none; padding: 3pt 0in 0in;"><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><b><span style="font-size: 11pt; font-family: Calibri, sans-serif;">From:</span></b><span style="font-size: 11pt; font-family: Calibri, sans-serif;"><span class="Apple-converted-space"> </span>wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com><span class="Apple-converted-space"> </span><b>On Behalf Of<span class="Apple-converted-space"> </span></b>Amy Goertz<br><b>Sent:</b><span class="Apple-converted-space"> </span>Wednesday, March 27, 2024 11:46 AM<br><b>To:</b><span class="Apple-converted-space"> </span>WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br><b>Subject:</b><span class="Apple-converted-space"> </span>Re: [WSBAPT] DPOA Post Death Transfers<o:p></o:p></span></div></div></div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><o:p> </o:p></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><o:p> </o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><o:p> </o:p></div></div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;">Hi Dalynne -<o:p></o:p></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><o:p> </o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;">Thank you for your response.<o:p></o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><o:p> </o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;">Counsel for Attorney in Fact says that he met with the attorney in fact before the young man’s death and she signed the deed as POA and delivered it to him for recording.<o:p></o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><o:p> </o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;">So, he states that the deed was “delivered” but the actual recording was delayed because he was out of town.<o:p></o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><o:p> </o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;">I have done quite a bit of research and the cases I am finding where the Grantor signed a deed and delivered it to an attorney for later recording are deemed to have been “delivered” and are valid with the post-death recording.<o:p></o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><o:p> </o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;">Do you have speciffic authority when it is a POA rather than the Grantor? Because I have not been able to find that.<o:p></o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><o:p> </o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;">Amy<o:p></o:p></div></div><div><div><div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><o:p> </o:p></span></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><o:p> </o:p></span></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><i><span style="font-size: 9pt; font-family: "Lucida Calligraphy";">Amy J. Goertz, J.D.</span></i><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><o:p></o:p></span></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><i><span style="font-size: 9pt; font-family: "Lucida Calligraphy";">Goertz & Lambrecht PLLC</span></i><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><o:p></o:p></span></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><a href="mailto:amyjgoertz@icloud.com" style="color: blue; text-decoration: underline;">amyjgoertz@icloud.com</a> <o:p></o:p></span></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><o:p> </o:p></span></div></div><div><p class="MsoNormal" style="margin: 0in 0in 12pt; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;">1.888.926.2607 phone<br>1.877.684.1627 fax<o:p></o:p></span></p></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;">Address for correspondence:<o:p></o:p></span></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;">2829 S. Grand Blvd., Suite 303<br>Spokane, WA 99203 <o:p></o:p></span></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><o:p> </o:p></span></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;">Additional office locations:<o:p></o:p></span></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;">510 Bell Street<br>Edmonds, WA 98020<o:p></o:p></span></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><o:p> </o:p></span></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;">Goertz & Lambrecht PLLC<o:p></o:p></span></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><a href="http://www.goertzlambrecht.com/" style="color: blue; text-decoration: underline;">www.goertzlambrecht.com</a><o:p></o:p></span></div></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><o:p> </o:p></span></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><o:p> </o:p></span></div></div></div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><o:p> </o:p></span></div></div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><o:p> </o:p></span></div></div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><br style="caret-color: rgb(0, 0, 0); font-variant-caps: normal; text-align: start; -webkit-text-stroke-width: 0px; font-variant-ligatures: normal; font-variant-position: normal; font-variant-numeric: normal; font-variant-alternates: normal; font-variant-east-asian: normal; word-spacing: 0px;"><br></span><o:p></o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><br><br><o:p></o:p></div><blockquote style="margin-top: 5pt; margin-bottom: 5pt;"><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;">On Mar 27, 2024, at 11:22 AM, Dalynne Singleton <<a href="mailto:dalynne@glgmail.com" style="color: blue; text-decoration: underline;">dalynne@glgmail.com</a>> wrote:<o:p></o:p></div></div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><o:p> </o:p></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 14pt; font-family: "Book Antiqua", serif;">There is no authority to the POA agent to record after death… you should research this issue as I had this come up in several Estates in the past. Recording a deed after death, even if signed before death, is not appropriate and needs the PR to sign to record. In Washington state, if the grantor has passed away, the deed becomes void, and the property remains with the grantor’s estate. If the intention is for the property to go to the heirs of the deceased grantor, a new deed must be executed to convey it to them and would be signed by the PR of the Estate in that capacity. This legal principle ensures that property transfers are valid and properly documented. In your case, the wife is the PR and did not sign.</span><o:p></o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 14pt; font-family: "Book Antiqua", serif;"> </span><o:p></o:p></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><b><i><span style="font-size: 14pt; font-family: "Book Antiqua", serif;">Dalynne Singleton</span></i></b><o:p></o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><b><span style="font-size: 14pt; font-family: "Book Antiqua", serif;">Gourley Law Group</span></b><o:p></o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><b><span style="font-size: 14pt; font-family: "Book Antiqua", serif;">Snohomish Escrow</span></b><o:p></o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><b><span style="font-size: 14pt; font-family: "Book Antiqua", serif;">The Exchange Connection</span></b><o:p></o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><b><span style="font-size: 14pt; font-family: "Book Antiqua", serif;">1002 10<sup>th</sup><span class="apple-converted-space"> </span>Street / PO Box 1091</span></b><o:p></o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><b><span style="font-size: 14pt; font-family: "Book Antiqua", serif;">Snohomish, WA 98291</span></b><o:p></o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><b><span style="font-size: 14pt; font-family: "Book Antiqua", serif;">360.568.5065</span></b><o:p></o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><b><span style="font-size: 14pt; font-family: "Book Antiqua", serif;">360.568.8092 fax</span></b><o:p></o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 14pt; font-family: "Book Antiqua", serif;"><a href="mailto:dalynne@glgmail.com" target="_blank" style="color: blue; text-decoration: underline;"><span style="color: rgb(70, 120, 134);">dalynne@glgmail.com</span></a></span><o:p></o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><u><span style="font-size: 14pt; font-family: "Book Antiqua", serif;">Website: <span class="apple-converted-space"> </span></span></u><span style="font-size: 14pt; font-family: "Book Antiqua", serif;"><a href="http://www.glglawgroup.com/" target="_blank" style="color: blue; text-decoration: underline;"><span style="color: rgb(70, 120, 134);">www.glglawgroup.com</span></a></span><o:p></o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-family: "Book Antiqua", serif;">Attorney/client meetings will be handled by teleconference or virtually whenever possible. If you would like to set a telephone conference, zoom, or in person meeting, please call or email one my paralegals<span class="apple-converted-space"> </span><a href="mailto:heather@glgmail.com" style="color: blue; text-decoration: underline;"><span style="color: rgb(70, 120, 134);">heather@glgmail.com</span></a><span class="apple-converted-space"> </span>or<span class="apple-converted-space"> </span><a href="mailto:valerie@glgmail.com" style="color: blue; text-decoration: underline;"><span style="color: rgb(70, 120, 134);">valerie@glgmail.com</span></a>. Gourley Law Group legal assistant can be reached at<span class="apple-converted-space"> </span><a href="mailto:paige@glgmail.com" style="color: blue; text-decoration: underline;"><span style="color: rgb(70, 120, 134);">paige@glgmail.com</span></a>. Part-time paralegal Theresa Richards can be reached at<span class="apple-converted-space"> </span><a href="mailto:theresa@glgmail.com" style="color: blue; text-decoration: underline;"><span style="color: rgb(70, 120, 134);">theresa@glgmail.com</span></a>.</span><o:p></o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-family: "Book Antiqua", serif;"> </span><o:p></o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><i><span style="font-family: "Book Antiqua", serif;">LICENSED IN WASHINGTON</span></i><o:p></o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-family: "Book Antiqua", serif;">IMPORTANT/CONFIDENTIAL: This e-mail message (and any attachments accompanying it) may contain confidential information, including information protected by attorney-client privilege. The information is intended only for the use of the intended recipient(s). Delivery of this message to anyone other than the intended recipient(s) is not intended to waive any privilege or otherwise detract from the confidentiality of the message. If you are not the intended recipient, or if this message has been addressed to you in error, do not read, disclose, reproduce, distribute, disseminate or otherwise use this transmission, rather, please promptly notify the sender by reply e-mail, and then destroy all copies of the message and its attachments, if any.</span><o:p></o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11pt;"><image001.gif> <span class="apple-converted-space"> </span><image002.png><image003.png> <image004.png></span><o:p></o:p></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 11pt;"> </span><o:p></o:p></div></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 14pt; font-family: "Book Antiqua", serif;"> </span><o:p></o:p></div></div><div><div style="border-width: 1pt medium medium; border-style: solid none none; padding: 3pt 0in 0in; border-color: currentcolor; border-image: none;"><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><b><span style="font-size: 11pt; font-family: Calibri, sans-serif;">From:</span></b><span class="apple-converted-space"><span style="font-size: 11pt; font-family: Calibri, sans-serif;"> </span></span><span style="font-size: 11pt; font-family: Calibri, sans-serif;"><a href="mailto:wsbapt-bounces@lists.wsbarppt.com" style="color: blue; text-decoration: underline;">wsbapt-bounces@lists.wsbarppt.com</a><span class="apple-converted-space"> </span><<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" style="color: blue; text-decoration: underline;">wsbapt-bounces@lists.wsbarppt.com</a>><span class="apple-converted-space"> </span><b>On Behalf Of<span class="apple-converted-space"> </span></b>Amy Goertz<br><b>Sent:</b><span class="apple-converted-space"> </span>Wednesday, March 27, 2024 10:23 AM<br><b>To:</b><span class="apple-converted-space"> </span>WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" style="color: blue; text-decoration: underline;">wsbapt@lists.wsbarppt.com</a>><br><b>Subject:</b><span class="apple-converted-space"> </span>[WSBAPT] DPOA Post Death Transfers</span><o:p></o:p></div></div></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"> <o:p></o:p></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"> <o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;">Hello Listers -<o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"> <o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;">I have a contentious probate matter with the following situation. Please respond to me directly as I am uncertain as to whether involved parties are on this list serve.<o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"> <o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;">Young man was in hospital several years ago and signed POA while recovering. Never revoked even though he was fully mentally capable.<o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"> <o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;">DPOA has a clause that states it is ok for Attorney-in-Fact to make transfers to self, specifically even states that AIF can gift or transfer real property to self.<o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"> <o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;">Attorney-in-Fact was signer on bank account as POA. Not beneficiary of account. POA used account to help pay bills for decedent.<o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"> <o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;">Young man bought a house, moved in with girlfriend, then married girlfriend.<o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"> <o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;">Shortly after marriage, young man died in tragic accident.<o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"> <o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;">After death, AIF transferred bank funds to self and recorded deed transferring house from young man’s name alone to his name with JTWROS with AIF. Deed has date before death, recorded after death. Prepared with signature line only for AIF.<o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"> <o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;">Probate started, wife is PR.<o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"> <o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;">AIF Counsel says deed was signed by AIF prior to young man’s death and was delivered to him for recording prior to death; says house is non probate asset.<o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"> <o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;">AIF has now brought eviction action to remove wife from house.<o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"> <o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;">Any thoughts? Input? I have drafted a Motion but would appreciate any thoughts or authority on this.<o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"> <o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;">Amy<o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"> <o:p></o:p></div></div></div><div><div><div><div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"> </span><o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><i><span style="font-size: 9pt; font-family: "Lucida Calligraphy";">Amy J. Goertz, J.D.</span></i><o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><i><span style="font-size: 9pt; font-family: "Lucida Calligraphy";">Goertz & Lambrecht PLLC</span></i><o:p></o:p></div></div></div><div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><a href="mailto:amyjgoertz@icloud.com" style="color: blue; text-decoration: underline;">amyjgoertz@icloud.com</a> </span><o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"> </span><o:p></o:p></div></div></div><div><p class="MsoNormal" style="margin: 0in 0in 12pt; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;">1.888.926.2607 phone<br>1.877.684.1627 fax</span><o:p></o:p></p></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;">Address for correspondence:</span><o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;">2829 S. Grand Blvd., Suite 303<br>Spokane, WA 99203 </span><o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"> </span><o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;">Additional office locations:</span><o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;">510 Bell Street<br>Edmonds, WA 98020</span><o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"> </span><o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;">Goertz & Lambrecht PLLC</span><o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><a href="http://www.goertzlambrecht.com/" style="color: blue; text-decoration: underline;">www.goertzlambrecht.com</a></span><o:p></o:p></div></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"> </span><o:p></o:p></div></div></div><div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"> </span><o:p></o:p></div></div></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"> </span><o:p></o:p></div></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"> </span><o:p></o:p></div></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;"><br><br><br></span><o:p></o:p></div></div></div><div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"> <o:p></o:p></div></div><div style="margin: 0in; font-size: 12pt; font-family: Aptos, sans-serif;"><span style="font-size: 9pt; font-family: Helvetica, sans-serif;">***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***<br>_______________________________________________<br>WSBAPT mailing list<br></span><a href="mailto:WSBAPT@lists.wsbarppt.com" style="color: blue; text-decoration: underline;"><span style="font-size: 9pt; 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