[WSBARP] Recorder's Office Requiring Death Certificates

[Mark Vohr]

Thanks all for the feedback.

Mark



Ohana Fiduciary Corp.
Ohana Financial Services

Mark C. Vohr, J.D., CPG, Principal
PO Box 33710  Seattle, WA  98133
T:  (206) 782-1189 F:  (206) 782-1434
mcv at ohanafc.com<mailto:mcv at ohanafc.com>      www.ohanafc.com<http://www.ohanafc.com/>




From: wsbarp-bounces at lists.wsbarppt.com [mailto:wsbarp-bounces at lists.wsbarppt.com] On Behalf Of Doug Schafer
Sent: Thursday, December 29, 2016 3:24 PM
To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>
Subject: Re: [WSBARP] Recorder's Office Requiring Death Certificates

Presuming that the property is being transferred pursuant to the terms of the trust, the county treasurer won't approve the claim of exemption from the Real Estate Excise Tax (so the Recorder/Auditor won't record the deed) unless the required documents are provided.

http://apps.leg.wa.gov/WAC/default.aspx?cite=458-61A-202<https://urldefense.proofpoint.com/v2/url?u=http-3A__apps.leg.wa.gov_WAC_default.aspx-3Fcite-3D458-2D61A-2D202&d=DQMF-g&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=tS5F8fbnnSnhILvqQadyKTHi0Duo0NeHhgt_e_0gThY&s=Viwi5fEbrc_2GhcwLMiI0MNKbLo0eGGuoAjMSy4Nzk4&e=>  (WAC 458-61A-202)

(8) Documentation. In order to claim this exemption, the following documentation must be provided: . . .
(b) Trusts. If property is being transferred under the terms of a trust instrument, a certified copy of the death certificate, and a copy of the trust instrument showing the authority of the grantor;

Doug Schafer, in Tacoma.
On 12/29/2016 2:38 PM, Mark Vohr wrote:
We are trying to record deeds transferring property from one trust to another, and to a successor trustee as the grantors are deceased.  The recorder's office is insisting on seeing death certificates for the grantors.

Is this a common request?  Does the recorder have the authority to require this added documentation?

Signed, Frustrated..... aka

Mark


Ohana Fiduciary Corp.
Ohana Financial Services

Mark C. Vohr, J.D., CPG, Principal
PO Box 33710  Seattle, WA  98133
T:  (206) 782-1189 F:  (206) 782-1434
mcv at ohanafc.com<mailto:mcv at ohanafc.com>      www.ohanafc.com<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.ohanafc.com_&d=DQMF-g&c=euGZstcaTDllvimEN8b7jXrwqOf-v5A_CdpgnVfiiMM&r=K1mLMC1eFjwfeeMM-AC6zQ&m=tS5F8fbnnSnhILvqQadyKTHi0Duo0NeHhgt_e_0gThY&s=DTYW6tV7rqqJUbM7wIm7pVKBqH8gLERTOv9BisRClxU&e=>


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