[WSBARP] WA Estate tax Question

[Heather de Vrieze]

Does the State of Washington have an unlimited marital deduction for their estate tax even if the spouse is not a US citizen. I know the IRS does not, and WA has rules about when a QDOT is exempt, but in a situation where a married couple, permanent residents, but not citizens, do not have any planning whatever, and one dies, will the estate pass to the survivor tax free?

Haven't had this one come up for me before.

Heather

(Sorry for duplicate postings on state and king county lists.)

Heather S. de Vrieze
Attorney-at-Law
[cid:image001.jpg at 01DB2BB0.69280330]
3909 California Avenue SW
Seattle, WA 98116-3705
(206)938-5500
heatherd at westseattlelaw.com<mailto:heatherd at westseattlelaw.com>
www.westseattlelaw.com<http://www.westseattlelaw.com/>

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From: wsbarp-bounces at lists.wsbarppt.com <wsbarp-bounces at lists.wsbarppt.com> On Behalf Of Mark Anderson
Sent: Thursday, October 31, 2024 3:08 PM
To: WSBA Real Property Listserv <wsbarp at lists.wsbarppt.com>
Subject: [WSBARP] Tax Sale Issue

Dear All:

Client is the holder of a note secured by a deed of trust for residential real property located here in Washington.  The owner of the property is delinquent in his payments under the note.  Client has not yet initiated foreclosure proceedings.  The owner is also delinquent in paying property taxes and a tax foreclosure sale is scheduled.  As I see it, Client has two options:


  *   Get a deed in lieu of foreclosure from the owner and then pay off the tax lien prior to the tax sale; or
  *   Wait for the tax sale and bid the balance of the note.

Do you favor one approach over the other?  Or are there other options?

Thanks.

Mark B. Anderson
ANDERSON LAW FIRM PLLC
821 Dock St  Ste 209  PMB 4-12
Tacoma, Washington 98402
+1 253-327-1750
+1 253-327-1751 (fax)
marka at mbaesq.com<mailto:marka at mbaesq.com>
www.mbaesq.com<http://www.mbaesq.com/>
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