[WSBARP] Document Rejections

[Jennifer L White]

Here's a great one for the commission - file it under, "You've got to be kidding with a healthy side of bureaucratic BS":
I met with new EP clients last week. H & W long term marriage with 5 grown children. One of the children loaned the parents $$$$$$ so they could pay off their existing home mortgage and the H could finally retire and stop working (age 80+). An attorney in Seattle prepared a properly drawn Note & DOT documenting the transaction. The adult child (here in Yakima) took the executed DOT to the auditor's office to record it as instructed by her attorney. The clerk she encountered looked at the document and told her, "You can't do that to your parents. This is wrong. You can't do it. It's not allowed." The clerk rejected the document and sent the adult child packing.  There was nothing amiss with the formatting or execution of the document, and it was a typical form DOT.

The adult child's attorney in Seattle was dumbfounded and is now sending the document himself to be recorded.

Jennifer L. White, Esq.
[cid:image001.jpg at 01D8E889.63DF45D0]

jen at appletreelaw.com<mailto:jen at appletreelaw.com>
PO Box 11037
Yakima, WA 98909
509.225.9813

From: wsbarp-bounces at lists.wsbarppt.com <wsbarp-bounces at lists.wsbarppt.com> On Behalf Of Dwight Bickel
Sent: Tuesday, October 25, 2022 3:32 PM
To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>
Subject: [WSBARP] Document Rejections

The real property lawyers are tiring of the document rejections for a wide variety of opinions from whoever is at the desk at the time. The Auditors are actually interested to compile these examples.

There is now a "Document Rejections Commission" with Auditors and some title company representatives. Vicky Dalton (Spokane Auditor) has been a long-time friend of the real property lawyers and title companies, actively assisting for legislative fixes. I think the real property section should be working with her to propose legislative solutions.

Examples would be helpful. I don't mean the real estate excise tax rejections; I mean the Auditors' document rejections and required corrections to comply with their opinions of the moment. Many are due to the frustrating failure of us lawyers to comply with the document recording standards. I suggest looking at these and modifying your forms so the proper information is on the first page, then you can avoid the cover page that causes its own problems.

Dwight A. Bickel
Real Property Title Advisor
Washington Title Professional
Dwight at DwightBickel.com<mailto:Dwight at DwightBickel.com>
https:/dwightbickel.com
206-484-1976

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