[WSBARP] TODD and Domestic Partnership

Paul Neumiller pneumiller at hotmail.com
Wed Oct 30 15:18:09 PDT 2019


Listmates;  this is a new issue for me and my local senior title officer is a bit stumped.  Dad (74 years old) was widowed in 2003 and there is a PR deed for the house to Dad as sole owner.  Dad enters into a registered domestic partnership in 2007 (both partners were over 64 so it appears Referendum 74 does not apply to them).  Support and all house expenses continued to be paid by Dad.  Dad has not transferred any interest in the house to domestic partner.  Dad now wants Daughter (and not domestic partner) to receive house upon Dad's death.  It would most likely be a non-taxable estate at Dad's death.  So, on the Transfer on Death Deed, how do I refer to Dad?  "Grantor, Dad, a registered domestic partner, as his sole and separate property"?  Assume that the domestic partner will not sign a quitclaim deed now and not at the time of Dad's death.  This is far outside of my expertise (not doing ANY family law.)  I will advise Dad to consult with a family law attorney regarding whether domestic partner has acquired a community interest in the house.  Is it necessary to say "as his sole and separate property"?  Maybe the title guys can chime in with the proper language to refer to Dad.    Thanks for your input.  

-------------- next part --------------
A non-text attachment was scrubbed...
Name: Paul A  Neumiller.vcf
Type: text/x-vcard
Size: 34670 bytes
Desc: Paul A  Neumiller.vcf
URL: <http://mailman.fsr.com/pipermail/wsbarp/attachments/20191030/170270fa/PaulANeumiller.vcf>


More information about the WSBARP mailing list