[WSBARP] WSBARP Digest, Vol 71, Issue 16
John McCrady
j.mccrady at pstitle.com
Mon Aug 17 14:14:32 PDT 2020
I don't believe that there is an exemption for an arm's length sale by the PR to a third party.
John McCrady
Counsel
Puget Sound Title Company
5350 Orchard Street West
University Place WA 98467
253-476-5721
j.mccrady at pstitle.com<mailto:j.mccrady at pstitle.com>
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Email hacking and fraud are on the rise to fraudulently misdirect funds. Please call your escrow officer immediately using contact information found from an independent source, such as the sales contract or internet, to verify any funding instructions received. We are not responsible for any wire sent by you to an incorrect bank account.
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From: wsbarp-bounces at lists.wsbarppt.com [mailto:wsbarp-bounces at lists.wsbarppt.com] On Behalf Of Jeanne Dawes
Sent: Monday, August 17, 2020 10:20 AM
To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>
Subject: Re: [WSBARP] WSBARP Digest, Vol 71, Issue 16
It's a sale and REET applies. Just like any other sale. Not sure why the LPO won't close. You treat it like any bon-a-fide sale, with REET Affidavit and payment.
Jeanne
Jeanne J. Dawes
Attorney at Law
Gore & Grewe, P.S.
103 E. Indiana Avenue, Suite A
Spokane, WA 99207-2317
Voice: 509-326-7500
Fax: 509-326-7503
jjdawes at goregrewe.com<mailto:jjdawes at goregrewe.com>
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From: wsbarp-bounces at lists.wsbarppt.com<mailto:wsbarp-bounces at lists.wsbarppt.com> On Behalf Of Lisa Chiang
Sent: Monday, August 17, 2020 10:00 AM
To: wsbarp at lists.wsbarppt.com<mailto:wsbarp at lists.wsbarppt.com>
Subject: Re: [WSBARP] WSBARP Digest, Vol 71, Issue 16
Silly REETA question re WAC 458-61-202:
Everyone here understands that there are exemptions to REET when it's an inheritance or devise. I've also had the situation where beneficiaries are getting non pro rata distribution, so one sibling gets the house instead of all of them.
Can anyone provide guidance on when the PR sells the real property to a third party, i.e. an arms length buyer? Escrow agent says they will not close and that this WAC does NOT apply and excise tax is due per the title officer. And that there will be a lien on title if we do it this way (using the WAC).
TIA,
Lisa 206.569.8838
On Sat, Aug 15, 2020 at 12:10 PM <wsbarp-request at lists.wsbarppt.com<mailto:wsbarp-request at lists.wsbarppt.com>> wrote:
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Today's Topics:
1. County Assessor Fails to Pick Up Recording (Jeff Davis)
2. Re: County Assessor Fails to Pick Up Recording (Robert Condie)
3. Re: County Assessor Fails to Pick Up Recording (Jeff Davis)
4. Off-topic - referral for plt employment (Teague Pasco)
5. Re: County Assessor Fails to Pick Up Recording (Kary Krismer)
----------------------------------------------------------------------
Message: 1
Date: Fri, 14 Aug 2020 14:17:19 -0700
From: "Jeff Davis" <jeff at bellanddavispllc.com<mailto:jeff at bellanddavispllc.com>>
To: "'WSBA Real Property Listserv'" <wsbarp at lists.wsbarppt.com<mailto:wsbarp at lists.wsbarppt.com>>
Cc: mindy at bellanddavispllc.com<mailto:mindy at bellanddavispllc.com>
Subject: [WSBARP] County Assessor Fails to Pick Up Recording
Message-ID: <000f01d67280$4b91b930$e2b52b90$@bellanddavispllc.com<https://r.xdref.com/?id=07HHTCHG045180&from=wsbarp-bounces@lists.wsbarppt.com&to=j.mccrady@pstitle.com&url=http://bellanddavispllc.com>>
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Listmates,
Last year we recorded a death certificate to transfer title to the surviving
joint tenants. The coversheet contained the Decedent as Grantor, the
surviving Joint Tenants as Grantees, properly referenced the deed creating
the joint tenancy with right of survivorship and the tax parcel ID. County
assessor has not picked up the recording with the decedent's name still on
title. Have any of you had this happen in the past. Do I just write the
assessor and provide them a copy of the recorded death certificate?
Jeff Davis
W. Jeff Davis, Esq.
BELL & DAVIS PLLC
P.O. Box 510
Sequim WA 98382
Phone No.:(360) 683.1129
Fax No.: (360) 683.1258
email: <mailto:info at bellanddavispllc.com<mailto:info at bellanddavispllc.com>> info at bellanddavispllc.com<mailto:info at bellanddavispllc.com>
<http://www.bellanddavispllc.com/<https://r.xdref.com/?id=07HHTCHG045180&from=wsbarp-bounces@lists.wsbarppt.com&to=j.mccrady@pstitle.com&url=http://www.bellanddavispllc.com/>> www.bellanddavispllc.com<https://r.xdref.com/?id=07HHTCHG045180&from=wsbarp-bounces@lists.wsbarppt.com&to=j.mccrady@pstitle.com&url=http://www.bellanddavispllc.com>
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Message: 2
Date: Fri, 14 Aug 2020 15:17:48 -0700
From: Robert Condie <rgcondie at mac.com<mailto:rgcondie at mac.com>>
To: jeff at bellanddavispllc.com<mailto:jeff at bellanddavispllc.com>, Real Property List
<wsbarp at lists.wsbarppt.com<mailto:wsbarp at lists.wsbarppt.com>>
Cc: mindy at bellanddavispllc.com<mailto:mindy at bellanddavispllc.com>
Subject: Re: [WSBARP] County Assessor Fails to Pick Up Recording
Message-ID: <7468C8C4-45D9-4BF4-BA04-C8AF9F6F041C at mac.com<mailto:7468C8C4-45D9-4BF4-BA04-C8AF9F6F041C at mac.com>>
Content-Type: text/plain; charset="utf-8"
If you didn?t submit a Real Estate Excise Tax Affidavit in the transaction, it is likely the Assessor is unaware that anything has changed. You could contact the Assessor directly and give notice of the decedent?s passing.
Thank you for allowing me to be of service. Please contact me if you have any questions or if I may be of further assistance.
With kind regards,
Robert G. Condie
Condie & Adams, PLLC
Office Address:
611 4th Avenue, Suite A
Kirkland, WA 98033-6019
Mailing Address:
13617 117th Avenue NE
Kirkland, WA 98034-2161
eMail: rgcondie at mac.com<mailto:rgcondie at mac.com>
Direct: (425) 823-1040
Mobile: (425) 823-1041
Fax: (425) 823-1042
NOTICE: This email message is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply email and destroy all copies of the original message.
> On Aug 14, 2020, at 14:17, Jeff Davis <jeff at bellanddavispllc.com<mailto:jeff at bellanddavispllc.com>> wrote:
>
> Listmates,
>
> Last year we recorded a death certificate to transfer title to the surviving joint tenants. The coversheet contained the Decedent as Grantor, the surviving Joint Tenants as Grantees, properly referenced the deed creating the joint tenancy with right of survivorship and the tax parcel ID. County assessor has not picked up the recording with the decedent?s name still on title. Have any of you had this happen in the past. Do I just write the assessor and provide them a copy of the recorded death certificate?
>
> Jeff Davis
>
> W. Jeff Davis, Esq.
> BELL & DAVIS PLLC
> P.O. Box 510
> Sequim WA 98382
> Phone No.:(360) 683.1129
> Fax No.: (360) 683.1258
> email: info at bellanddavispllc.com<mailto:info at bellanddavispllc.com> <mailto:info at bellanddavispllc.com<mailto:info at bellanddavispllc.com>>
> www.bellanddavispllc.com<https://r.xdref.com/?id=07HHTCHG045180&from=wsbarp-bounces@lists.wsbarppt.com&to=j.mccrady@pstitle.com&url=http://www.bellanddavispllc.com> <http://www.bellanddavispllc.com/<https://r.xdref.com/?id=07HHTCHG045180&from=wsbarp-bounces@lists.wsbarppt.com&to=j.mccrady@pstitle.com&url=http://www.bellanddavispllc.com/>>
>
> The information contained in this e-mail message may be privileged, confidential, and protected from disclosure. If you are not the intended recipient, any dissemination, distribution, or copying is strictly prohibited. If you think that you have received this e-mail message in error, please e-mail the sender at info at bellanddavispllc.com<mailto:info at bellanddavispllc.com> <mailto:info at bellanddavispllc.com<mailto:info at bellanddavispllc.com>> or call 360.683.1129
>
> ***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.***
>
> _______________________________________________
> WSBARP mailing list
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Message: 3
Date: Fri, 14 Aug 2020 15:39:01 -0700
From: "Jeff Davis" <jeff at bellanddavispllc.com<mailto:jeff at bellanddavispllc.com>>
To: "'Robert Condie'" <rgcondie at mac.com<mailto:rgcondie at mac.com>>, "'Real Property List'"
<wsbarp at lists.wsbarppt.com<mailto:wsbarp at lists.wsbarppt.com>>
Cc: mindy at bellanddavispllc.com<mailto:mindy at bellanddavispllc.com>
Subject: Re: [WSBARP] County Assessor Fails to Pick Up Recording
Message-ID: <002901d6728b$b59882e0$20c988a0$@bellanddavispllc.com<https://r.xdref.com/?id=07HHTCHG045180&from=wsbarp-bounces@lists.wsbarppt.com&to=j.mccrady@pstitle.com&url=http://bellanddavispllc.com>>
Content-Type: text/plain; charset="utf-8"
Thank you for all your responses. I did call the assessor and yes they did not pick it up because no excise tax affidavit was filed; but she did not say one was require but that they rely on the affidavits. She also said you could record a document and just call them up with the reference number, which means you could also notify them by mail.
Here in Clallam County we never file excise tax affidavits for recording this type and other non-deed documents. Our Assessor receives copies of all recorded documents.
Needless to say, the problem is solved, thank heavens its Friday.
Jeff
From: Robert Condie <rgcondie at mac.com<mailto:rgcondie at mac.com>>
Sent: Friday, August 14, 2020 3:18 PM
To: jeff at bellanddavispllc.com<mailto:jeff at bellanddavispllc.com>; Real Property List <wsbarp at lists.wsbarppt.com<mailto:wsbarp at lists.wsbarppt.com>>
Cc: mindy at bellanddavispllc.com<mailto:mindy at bellanddavispllc.com>
Subject: Re: [WSBARP] County Assessor Fails to Pick Up Recording
If you didn?t submit a Real Estate Excise Tax Affidavit in the transaction, it is likely the Assessor is unaware that anything has changed. You could contact the Assessor directly and give notice of the decedent?s passing.
Thank you for allowing me to be of service. Please contact me if you have any questions or if I may be of further assistance.
With kind regards,
Robert G. Condie
Condie & Adams, PLLC
Office Address:
611 4th Avenue, Suite A
Kirkland, WA 98033-6019
Mailing Address:
13617 117th Avenue NE
Kirkland, WA 98034-2161
eMail: rgcondie at mac.com<mailto:rgcondie at mac.com> <mailto:rgcondie at mac.com<mailto:rgcondie at mac.com>>
Direct: (425) 823-1040
Mobile: (425) 823-1041
Fax: (425) 823-1042
NOTICE: This email message is for the sole use of the intended recipient(s) and may contain confidential and privileged information. Any unauthorized review, use, disclosure or distribution is prohibited. If you are not the intended recipient, please contact the sender by reply email and destroy all copies of the original message.
On Aug 14, 2020, at 14:17, Jeff Davis <jeff at bellanddavispllc.com<mailto:jeff at bellanddavispllc.com> <mailto:jeff at bellanddavispllc.com<mailto:jeff at bellanddavispllc.com>> > wrote:
Listmates,
Last year we recorded a death certificate to transfer title to the surviving joint tenants. The coversheet contained the Decedent as Grantor, the surviving Joint Tenants as Grantees, properly referenced the deed creating the joint tenancy with right of survivorship and the tax parcel ID. County assessor has not picked up the recording with the decedent?s name still on title. Have any of you had this happen in the past. Do I just write the assessor and provide them a copy of the recorded death certificate?
Jeff Davis
W. Jeff Davis, Esq.
BELL & DAVIS PLLC
P.O. Box 510
Sequim WA 98382
Phone No.:(360) 683.1129
Fax No.: (360) 683.1258
email: info at bellanddavispllc.com<mailto:info at bellanddavispllc.com> <mailto:info at bellanddavispllc.com<mailto:info at bellanddavispllc.com>>
www.bellanddavispllc.com<https://r.xdref.com/?id=07HHTCHG045180&from=wsbarp-bounces@lists.wsbarppt.com&to=j.mccrady@pstitle.com&url=http://www.bellanddavispllc.com> <http://www.bellanddavispllc.com/<https://r.xdref.com/?id=07HHTCHG045180&from=wsbarp-bounces@lists.wsbarppt.com&to=j.mccrady@pstitle.com&url=http://www.bellanddavispllc.com/>>
The information contained in this e-mail message may be privileged, confidential, and protected from disclosure. If you are not the intended recipient, any dissemination, distribution, or copying is strictly prohibited. If you think that you have received this e-mail message in error, please e-mail the sender at info at bellanddavispllc.com<mailto:info at bellanddavispllc.com> <mailto:info at bellanddavispllc.com<mailto:info at bellanddavispllc.com>> or call 360.683.1129
***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.***
_______________________________________________
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------------------------------
Message: 4
Date: Fri, 14 Aug 2020 20:58:52 -0700
From: Teague Pasco <pasco at pasco-law.com<mailto:pasco at pasco-law.com>>
To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com<mailto:wsbarp at lists.wsbarppt.com>>
Subject: [WSBARP] Off-topic - referral for plt employment
Message-ID:
<CAA41B-wzMk+TbgzsaBJ-SA7aKx7r+2suVirZfDVEkEcVG3mYPQ at mail.gmail.com<mailto:CAA41B-wzMk%2BTbgzsaBJ-SA7aKx7r%2B2suVirZfDVEkEcVG3mYPQ at mail.gmail.com>>
Content-Type: text/plain; charset="utf-8"
Hello listmates,
I am looking for referrals for a friend of mine who needs to talk to a
plaintiff's employment attorney, in Tacoma or south King. I did all my
practicing in Kansas City, so would greatly appreciate local recs to steer
my friend to the right counsel.
Thanks in advance! I have really appreciated this listserve as a new to WA
lawyer.
Teague Pasco, J.D., LL.M. - taxation
1214 S. 68th St.
Tacoma WA 98408
pasco at pasco-law.com<mailto:pasco at pasco-law.com>
Cell: 360-643-3990
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Message: 5
Date: Sat, 15 Aug 2020 07:28:11 -0700
From: Kary Krismer <Krismer at comcast.net<mailto:Krismer at comcast.net>>
To: wsbarp at lists.wsbarppt.com<mailto:wsbarp at lists.wsbarppt.com>
Subject: Re: [WSBARP] County Assessor Fails to Pick Up Recording
Message-ID: <8151e44b-06a2-69bb-8d83-30fbd37e927a at comcast.net<mailto:8151e44b-06a2-69bb-8d83-30fbd37e927a at comcast.net>>
Content-Type: text/plain; charset="windows-1252"; Format="flowed"
I see an answer has already been given (lack of excise tax affidavit),
but my question would be how necessary was this to do at the current
time, as opposed to later when you want to sell? We once had a client
husband unexpectedly die during a listing and that didn't hold up the
transaction at all.
That listing actually lead to one of my favorite stories about real
estate agents.? As you're all probably aware RE agents tend to be the
type who want things done immediately, if not sooner. On this listing I
had to convince the buyer's agent that her client's offer should expire
the next day, because my client probably didn't want to consider it on
the same day that her husband died.? It took some convincing, but the
agent finally agreed.
Kary L. Krismer
206 723-2148
On 8/14/2020 2:17 PM, Jeff Davis wrote:
>
> Listmates,
>
> Last year we recorded a death certificate to transfer title to the
> surviving joint tenants.? The coversheet contained the Decedent as
> Grantor, the surviving Joint Tenants as Grantees, properly referenced
> the deed creating the joint tenancy with right of survivorship and the
> tax parcel ID.? County assessor has not picked up the recording with
> the decedent?s name still on title.? Have any of you had this happen
> in the past.? Do I just write the assessor and provide them a copy of
> the recorded death certificate?
>
> Jeff Davis
>
> W. Jeff Davis, Esq.
>
> BELL & DAVIS PLLC
> P.O. Box 510
> Sequim WA 98382
> Phone No.:(360) 683.1129
> Fax No.: (360) 683.1258
> email: info at bellanddavispllc.com<mailto:info at bellanddavispllc.com> <mailto:info at bellanddavispllc.com<mailto:info at bellanddavispllc.com>>
> www.bellanddavispllc.com<https://r.xdref.com/?id=07HHTCHG045180&from=wsbarp-bounces@lists.wsbarppt.com&to=j.mccrady@pstitle.com&url=http://www.bellanddavispllc.com> <http://www.bellanddavispllc.com/<https://r.xdref.com/?id=07HHTCHG045180&from=wsbarp-bounces@lists.wsbarppt.com&to=j.mccrady@pstitle.com&url=http://www.bellanddavispllc.com/>>
>
> The information contained in this e-mail message may be privileged,
> confidential, and protected from disclosure. If you are not the
> intended recipient, any dissemination, distribution, or copying is
> strictly prohibited. If you think that you have received this e-mail
> message in error, please e-mail the sender at
> info at bellanddavispllc.com<mailto:info at bellanddavispllc.com> <mailto:info at bellanddavispllc.com<mailto:info at bellanddavispllc.com>> or call
> 360.683.1129
>
>
> ***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.***
>
> _______________________________________________
> WSBARP mailing list
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