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<p class="MsoNormal">Hi Laura,<o:p></o:p></p>
<p class="MsoNormal">I am not referring to the inter-family transfer being subject to Form 17. I am referring to when the property is sold to a third party. In a probate, the Seller (Personal Representative) is not obligated to give a Form 17. But if bypassing
probate, the Seller – e.g. Surviving Spouse taking title under a community property agreement, or Child inheriting under a TODD/LOPA – they would have to give Form 17. The issue being that the method of inheritance transfer matters for Form 17.<o:p></o:p></p>
<p class="MsoNormal">Best, <o:p></o:p></p>
<p class="MsoNormal">Nick<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 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>Laura Latta<br>
<b>Sent:</b> Tuesday, April 28, 2026 1:15 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Sale of Home after Trustor's Death vs. Probate Sale<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Nick, <o:p></o:p></p>
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<p class="MsoNormal">I read 64.06.010(2) to exempt a transfer from one spouse to another under a CPA from theform 17 requirement. Am I missing something? This would often catch a TODD as well given that most cases where these have come up (in my practice)
involve a child of the grantor. <o:p></o:p></p>
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<p class="MsoNormal">Warmly,<o:p></o:p></p>
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<p class="MsoNormal">Laura <o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">On Tue, Apr 28, 2026 at 9:32<span style="font-family:"Arial",sans-serif"> </span>AM Nick Pleasants <<a href="mailto:npleasants@ohswlaw.com">npleasants@ohswlaw.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal"><span style="color:black">Brent,<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:black">The Form 17 exemption is only for Personal Representatives by statute. RCW<a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__app.leg.wa.gov_rcw_default.aspx-3Fcite-3D64.06.010&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=-GmOVePHrMxpHDsqhlpu0IV7jy1tkCWDKAKJmc3TDcg&m=dWzE39akV1OqY84pBaKGbiJaZ1qASiVlM1ovMRJEMan1MmckoMAMgLb0sf9Laq8Y&s=5uA-5ZUjTb7pf8oas81pEl8fruM2i6fu19FNi3YGEAc&e=" target="_blank" title="https://app.leg.wa.gov/rcw/default.aspx?cite=64.06.010"> 64.06.010</a>(6).
There are many inheritance sales that are subject to Form 17 disclosure - e.g. TODD, LOPA, CPA, etc. I don't necessarily see it as a bad thing to do a Form 17 and disclose any known defects with the property.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:black">If you are selling this on the open market, it should be fairly similar to any fiduciary sale. But consider whether you need to give notice to the beneficiaries under RCW
<a href="https://urldefense.proofpoint.com/v2/url?u=https-3A__app.leg.wa.gov_rcw_default.aspx-3Fcite-3D11.100.140&d=DwMFaQ&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=-GmOVePHrMxpHDsqhlpu0IV7jy1tkCWDKAKJmc3TDcg&m=dWzE39akV1OqY84pBaKGbiJaZ1qASiVlM1ovMRJEMan1MmckoMAMgLb0sf9Laq8Y&s=kQE3EjQ6w-_vtJXRJpCs7qMz2FOa0hQODV9POi6T_9s&e=" target="_blank" title="https://app.leg.wa.gov/rcw/default.aspx?cite=11.100.140">
11.100.140</a> or obtain a waiver. If Title/Escrow is on their game, they will ask for the signed waivers. Even if they don't, always good to paper the file.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:black">Best, <br>
Nick<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
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<p style="margin:0in"><b><span style="color:black">Nicholas Pleasants | Shareholder</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></p>
<p style="margin:0in"><span style="font-size:11.0pt;color:#70AD47"><img border="0" width="223" height="95" style="width:2.3229in;height:.9895in" id="m_3519474241544814522x_image_0" src="cid:image001.jpg@01DCD718.E604E660" alt="OseranHahnAttyatLaw 8"></span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></p>
<p style="margin:0in"><span style="font-size:11.0pt;color:black">11225 SE 6<sup>th</sup> Street | Suite 100 | Bellevue, WA 98004<br>
Main: (425) 455-3900 | Fax: (425) 455-9201 | E-mail: </span><span style="font-size:11.0pt;color:#0563C1"><a href="mailto:npleasants@ohswlaw.com" target="_blank"><span style="color:#0563C1">npleasants@ohswlaw.com</span></a></span><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:black">
<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>> on behalf of Brent Williams-Ruth <<a href="mailto:brent@williams-ruthlaw.com" target="_blank">brent@williams-ruthlaw.com</a>><br>
<b>Sent:</b> Monday, April 27, 2026 5:40 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:WSBAPT@lists.wsbarppt.com" target="_blank">WSBAPT@lists.wsbarppt.com</a>><br>
<b>Subject:</b> [WSBAPT] Sale of Home after Trustor's Death vs. Probate Sale</span>
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<p class="MsoNormal"> <o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Greetings Listmates - <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">I have a situation where a home was actually transferred into the family RLT prior to death (miracles do happen). What I do not know as this is my first Trustee sale by a successor Trustee is
whether they are exempt from Form 17 disclosures in the same way that an Executor is exempt?<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Appreciate any feedback on this situation. <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Brent<o:p></o:p></span></p>
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<o:p></o:p></p>
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<p><b><span style="font-family:"Times New Roman",serif">Brent Williams-Ruth</span></b><span style="font-family:"Times New Roman",serif"> (pronouns: he/him)<br>
<i>Attorney-At-Law</i></span><o:p></o:p></p>
<p><b><span style="font-family:"Times New Roman",serif">Law Offices of Brent Williams-Ruth, </span></b><b><span style="font-size:7.5pt;font-family:"Times New Roman",serif">a division of BWR Consulting, PLLC</span></b><o:p></o:p></p>
<p><b><span style="font-family:"Times New Roman",serif">Physical Address: 500 S 336th Street, Suite 214; Federal Way, WA 98003</span></b><o:p></o:p></p>
<p><b><span style="font-family:"Times New Roman",serif;color:red">Mailing Address:</span></b><b><span style="font-family:"Times New Roman",serif"> PO BOX 3319; Federal Way, WA 98063 </span></b><o:p></o:p></p>
<p><span style="font-family:"Times New Roman",serif">Office/Scheduling Phone:<span style="color:#004080"> </span><span style="color:red">(253) 285-7751</span></span><o:p></o:p></p>
<p><span style="font-family:"Times New Roman",serif;color:red">For All Meetings & Scheduling:
<a href="mailto:info@williams-ruthlaw.com" target="_blank">info@williams-ruthlaw.com</a></span><o:p></o:p></p>
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