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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">Amy, I want to clarify why the situation appears to be different to me than the simple general rule of “delivery” and then later recording. In your situation, you have a person
signing a deed wherein they are the grantor under a power of attorney and the grantee. The POA is extinguished upon death and no longer valid. It is the PR who must sign the REETA to record the deed. Given all the potential conflicts and the fact that the
PR is not willing to sign the REETA for recording the deed, I wonder how the deed was recorded after death. Did the POA agent sign the REETA as well? That issue should be researched and is why the deed should not have been recorded because the grantor on
the REETA was improper if signed by the POA agent.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><i><span style="font-size:14.0pt;font-family:"Book Antiqua",serif;mso-ligatures:standardcontextual">Dalynne Singleton</span></i></b><b><span style="font-size:14.0pt;font-family:"Book Antiqua",serif;mso-ligatures:standardcontextual"><o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Book Antiqua",serif;mso-ligatures:standardcontextual">Gourley Law Group<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Book Antiqua",serif;mso-ligatures:standardcontextual">Snohomish Escrow<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Book Antiqua",serif;mso-ligatures:standardcontextual">The Exchange Connection<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Book Antiqua",serif;mso-ligatures:standardcontextual">1002 10<sup>th</sup> Street / PO Box 1091<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Book Antiqua",serif;mso-ligatures:standardcontextual">Snohomish, WA 98291<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Book Antiqua",serif;mso-ligatures:standardcontextual">360.568.5065<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Book Antiqua",serif;mso-ligatures:standardcontextual">360.568.8092 fax<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif;mso-ligatures:standardcontextual"><a href="mailto:dalynne@glgmail.com" target="_blank"><span style="color:#467886">dalynne@glgmail.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><u><span style="font-size:14.0pt;font-family:"Book Antiqua",serif;mso-ligatures:standardcontextual">Website:
</span></u><span style="font-size:14.0pt;font-family:"Book Antiqua",serif;mso-ligatures:standardcontextual"><a href="http://www.glglawgroup.com/" target="_blank"><span style="color:#467886">www.glglawgroup.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;mso-ligatures:standardcontextual">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 <a href="mailto:heather@glgmail.com">
<span style="color:#467886">heather@glgmail.com</span></a> or <a href="mailto:valerie@glgmail.com">
<span style="color:#467886">valerie@glgmail.com</span></a>. Gourley Law Group legal assistant can be reached at
<a href="mailto:paige@glgmail.com"><span style="color:#467886">paige@glgmail.com</span></a>. Part-time paralegal Theresa Richards can be reached at
<a href="mailto:theresa@glgmail.com"><span style="color:#467886">theresa@glgmail.com</span></a>.
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<p class="MsoNormal"><span style="font-family:"Book Antiqua",serif;mso-ligatures:standardcontextual"><o:p> </o:p></span></p>
<p class="MsoNormal"><i><span style="font-family:"Book Antiqua",serif;mso-ligatures:standardcontextual">LICENSED IN WASHINGTON</span></i><span style="font-family:"Book Antiqua",serif;mso-ligatures:standardcontextual"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt"><img border="0" width="84" height="120" style="width:.875in;height:1.25in" id="Picture_x0020_2" src="cid:image001.gif@01DA80CE.EBF15150"><span style="mso-ligatures:standardcontextual">
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Amy Goertz<br>
<b>Sent:</b> Wednesday, March 27, 2024 11:46 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] DPOA Post Death Transfers<o:p></o:p></span></p>
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<p class="MsoNormal">Hi Dalynne -<o:p></o:p></p>
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<p class="MsoNormal">Thank you for your response.<o:p></o:p></p>
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<p class="MsoNormal">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></p>
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<p class="MsoNormal">So, he states that the deed was “delivered” but the actual recording was delayed because he was out of town.<o:p></o:p></p>
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<p class="MsoNormal">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></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">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></p>
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<p class="MsoNormal">Amy<o:p></o:p></p>
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<p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Lucida Calligraphy";color:black">Amy J. Goertz, J.D.</span></i><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Lucida Calligraphy";color:black">Goertz & Lambrecht PLLC</span></i><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><a href="mailto:amyjgoertz@icloud.com">amyjgoertz@icloud.com</a> <o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">1.888.926.2607 phone<br>
1.877.684.1627 fax<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">Address for correspondence:<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">2829 S. Grand Blvd., Suite 303<br>
Spokane, WA 99203 <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">Additional office locations:<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">510 Bell Street<br>
Edmonds, WA 98020<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black">Goertz & Lambrecht PLLC<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif;color:black"><a href="http://www.goertzlambrecht.com/">www.goertzlambrecht.com</a><o:p></o:p></span></p>
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<p class="MsoNormal">On Mar 27, 2024, at 11:22 AM, Dalynne Singleton <<a href="mailto:dalynne@glgmail.com">dalynne@glgmail.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;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></p>
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<p class="MsoNormal"><b><i><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">Dalynne Singleton</span></i></b><o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">Gourley Law Group</span></b><o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">Snohomish Escrow</span></b><o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">The Exchange Connection</span></b><o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-size:14.0pt;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></p>
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<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">Snohomish, WA 98291</span></b><o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">360.568.5065</span></b><o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">360.568.8092 fax</span></b><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Book Antiqua",serif"><a href="mailto:dalynne@glgmail.com" target="_blank"><span style="color:#467886">dalynne@glgmail.com</span></a></span><o:p></o:p></p>
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<p class="MsoNormal"><u><span style="font-size:14.0pt;font-family:"Book Antiqua",serif">Website: <span class="apple-converted-space"> </span></span></u><span style="font-size:14.0pt;font-family:"Book Antiqua",serif"><a href="http://www.glglawgroup.com/" target="_blank"><span style="color:#467886">www.glglawgroup.com</span></a></span><o:p></o:p></p>
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<p class="MsoNormal"><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"><span style="color:#467886">heather@glgmail.com</span></a><span class="apple-converted-space"> </span>or<span class="apple-converted-space"> </span><a href="mailto:valerie@glgmail.com"><span style="color:#467886">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"><span style="color:#467886">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"><span style="color:#467886">theresa@glgmail.com</span></a>.</span><o:p></o:p></p>
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<p class="MsoNormal"><i><span style="font-family:"Book Antiqua",serif">LICENSED IN WASHINGTON</span></i><o:p></o:p></p>
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<p class="MsoNormal"><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
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<p class="MsoNormal"><span style="font-size:11.0pt"><image001.gif> <span class="apple-converted-space"> </span><image002.png><image003.png> <image004.png></span><o:p></o:p></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span class="apple-converted-space"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> </span></span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a><span class="apple-converted-space"> </span><<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">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">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></p>
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<p class="MsoNormal">Hello Listers -<o:p></o:p></p>
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<p class="MsoNormal">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></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal">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></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal">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></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal">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></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal">Young man bought a house, moved in with girlfriend, then married girlfriend.<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal">Shortly after marriage, young man died in tragic accident.<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal">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></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal">Probate started, wife is PR.<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal">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></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal">AIF has now brought eviction action to remove wife from house.<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal">Any thoughts? Input? I have drafted a Motion but would appreciate any thoughts or authority on this.<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal">Amy<o:p></o:p></p>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif"> </span><o:p></o:p></p>
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<p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Lucida Calligraphy"">Amy J. Goertz, J.D.</span></i><o:p></o:p></p>
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<p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Lucida Calligraphy"">Goertz & Lambrecht PLLC</span></i><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif"><a href="mailto:amyjgoertz@icloud.com">amyjgoertz@icloud.com</a> </span><o:p></o:p></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif">1.888.926.2607 phone<br>
1.877.684.1627 fax</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif">Address for correspondence:</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif">2829 S. Grand Blvd., Suite 303<br>
Spokane, WA 99203 </span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif">Additional office locations:</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif">510 Bell Street<br>
Edmonds, WA 98020</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif">Goertz & Lambrecht PLLC</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif"><a href="http://www.goertzlambrecht.com/">www.goertzlambrecht.com</a></span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;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
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