[WSBARP] Can a Will Revoke a JTWROS

Wed Oct 27 11:40:06 PDT 2021

But look at RCW 26.16.030(1):

1.	Neither person shall devise or bequeath by will more than one-half of the community property.  

How does this work with RCW 26.16.030(3) dealing with conveying community real property?  I still think you can, by Will, transfer the community interest to any person you want.  It just requires both parties, surviving spouse + heir(s) signing the deed.  This can lead to a partition action.

Jeff

W. Jeff Davis

BELL & DAVIS PLLC
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Sequim WA 98382
Phone: (360) 683.1129 
Fax: (360) 683.1258 
email:  <mailto:jeff at bellanddavispllc.com> jeff at bellanddavispllc.com
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From: wsbarp-bounces at lists.wsbarppt.com <wsbarp-bounces at lists.wsbarppt.com> On Behalf Of Paul Neumiller
Sent: Wednesday, October 27, 2021 11:24 AM
To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>
Subject: Re: [WSBARP] Can a Will Revoke a JTWROS

Plus, there is case law out there that says you must have the consent of both spouses to transfer community property.  

From: wsbarp-bounces at lists.wsbarppt.com <mailto:wsbarp-bounces at lists.wsbarppt.com>  <wsbarp-bounces at lists.wsbarppt.com <mailto:wsbarp-bounces at lists.wsbarppt.com> > On Behalf Of Mark Anderson
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To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com <mailto:wsbarp at lists.wsbarppt.com> >
Subject: Re: [WSBARP] Can a Will Revoke a JTWROS

After severing the joint tenancy in the case of a married/partnered couple, the property remains community property, however held. (See, RCW 64.28.040).

Mark B. Anderson
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From: wsbarp-bounces at lists.wsbarppt.com <mailto:wsbarp-bounces at lists.wsbarppt.com>  <wsbarp-bounces at lists.wsbarppt.com <mailto:wsbarp-bounces at lists.wsbarppt.com> > On Behalf Of John J. Sullivan
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Cc: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com <mailto:wsbapt at lists.wsbarppt.com> >
Subject: Re: [WSBARP] Can a Will Revoke a JTWROS

Jeff:

I would have the client deed his interest to himself as TIC, severing the JT. 

https://www.santaellalaw.com/blog/2021/february/how-to-sever-joint-ownership-of-property/ <https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.santaellalaw.com%2Fblog%2F2021%2Ffebruary%2Fhow-to-sever-joint-ownership-of-property%2F&data=04%7C01%7C%7Ccf861b634d5841b932bf08d999768250%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637709556577059889%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=SbM8O4YlJfoy44OB8CBTXrp8ECyMcDefgjfOHjiRhyE%3D&reserved=0> 

I’m not a dirt attorney, but I would probably use a SWD rather than a QCD, to not risk losing title insurance. 

One thing I’m not certain of, but I believe the effect is to convert the spouse’s interest into TIC as well. 

John J. Sullivan

Sent from my iPhone

On Oct 27, 2021, at 8:48 AM, jeff at bellanddavispllc.com <mailto:jeff at bellanddavispllc.com>  wrote:

John & Craig,

First, John,

I read RCW 64.28.010.  What does it mean that a joint tenant has a unilateral right to sever  the  joint tenancy.  How is that done?  Can the PC record a document saying he is severing the joint tenancy?

Craig,

I always understood that each spouse has a right to transfer their community interest, by Will, to anyone they want.  This become especially, painful, in a blended family setting where one spouse gives his or her CP interest to their children, without reserving a life estate in the surviving spouse.  Of course the step-children hate the evil step-parent and immediately move to sell the house to get their rightful share.

Jeff

W. Jeff Davis

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From: wsbarp-bounces at lists.wsbarppt.com <mailto:wsbarp-bounces at lists.wsbarppt.com>  <wsbarp-bounces at lists.wsbarppt.com <mailto:wsbarp-bounces at lists.wsbarppt.com> > On Behalf Of Craig Blackmon
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Cc: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com <mailto:wsbapt at lists.wsbarppt.com> >
Subject: Re: [WSBARP] Can a Will Revoke a JTWROS

I must ask: Isn't this actually community property? So don't you need that analysis as well, i.e. how to devise the client's 1/2 community interest in the property?

I love this list!

Craig

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On Wed, Oct 27, 2021 at 8:31 AM John J. Sullivan <sullaw at comcast.net <mailto:sullaw at comcast.net> > wrote:

Jeff:

You are right that a super will provision will not achieve the client’s purpose. 

But “ [a] joint tenancy shall have the incidents of survivorship and severability as at common law, including the unilateral right of each tenant to sever the joint tenancy ….”

https://app.leg.wa.gov/rcw/default.aspx?cite=64.28.010 <https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fapp.leg.wa.gov%2Frcw%2Fdefault.aspx%3Fcite%3D64.28.010&data=04%7C01%7C%7Ccf861b634d5841b932bf08d999768250%7C84df9e7fe9f640afb435aaaaaaaaaaaa%7C1%7C0%7C637709556577099715%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=%2FIIdXF%2F%2FC1voIgeR6wxVzHrgWpKLPZR1ezpw41U%2Fmks%3D&reserved=0> 

The client can sever the JTWROS if he wants his interest to pass under his will to his son. 

John J. Sullivan

Sent from my iPad

On Oct 27, 2021, at 6:56 AM, Jeff at bellanddavispllc.com <mailto:Jeff at bellanddavispllc.com>  wrote:

Listmates,

PC owns house with his wife as JTWROS.  He now wants to bequeath his ½ interest to his son.  This is a blended family and PC is afraid if he predeceases W, that W will leave everything to her children.  Can a Will, in essence a Super Will, defeat the Joint Tenancy?   In looking at RCW 11.11.010(7)(a)(i), it appears a JTWROS, like Transfer on Death Deeds, defeat any Will provision that tries to change those non-probate designations.  Have any of you had experience with this issue?

Jeff Davis

W. Jeff Davis

BELL & DAVIS PLLC
P.O. Box 510

720 E. Washington Street, Suite 105
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