<div style="color:black;font: 10pt Arial, Helvetica, sans-serif;">What about a transfer on death deed? As to the conflict issue, what does his will say. if he has one? In other words, does the transfer affect what would have happened when he dies?
<div>Perhaps the biggest concern is a pragmatic one. If they have kids, what do they say? If they are fully on board, then you have to believe that there will be no challenges upon death. Open </div>
<div>communication is usually a good thing.</div>
<div><br>
</div>
<div>Steve<br>
<br>
<div style="clear:both">
<div style="color:black;font:10pt Arial, Helvetica, sans-serif;">
<div style="color:black;font:10pt Arial, Helvetica, sans-serif;"><span style="font-style:italic;font-weight:700;color:mediumblue;">Stephen Whitehouse</span>
<div><span style="color:rgb(0, 0, 205);font-style:italic;font-weight:700;">Whitehouse & Nichols, LLP</span></div>
<div><span style="font-style:italic;font-weight:700;">P.O. Box 1273</span></div>
<div><span style="font-style:italic;font-weight:700;">601 W. Railroad Ave. </span></div>
<div><span style="font-style:italic;font-weight:700;">Shelton, Wa. 98584</span></div>
<div><span style="font-style:italic;font-weight:700;">360-426-5885</span></div>
<div><span style="font-style:italic;font-weight:700;">swhite8893@aol.com</span></div>
<div><span style="color:rgb(0, 0, 205);font-style:italic;font-weight:700;"><br>
</span></div>
</div>
</div>
</div>
<br>
<br>
<div style="font-family:arial,helvetica;font-size:10pt;color:black"><font size="2">-----Original Message-----<br>
From: wsbarp-request@lists.wsbarppt.com<br>
To: wsbarp@lists.wsbarppt.com<br>
Sent: Wed, Jul 7, 2021 7:59 am<br>
Subject: WSBARP Digest, Vol 82, Issue 7<br>
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<div dir="ltr">Today's Topics:<br>
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<div dir="ltr"><br>
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<div dir="ltr"> 1. Referral to Montana Lender's Counsel - Missoula (Rob Rowley)<br>
</div>
<div dir="ltr"> 2. A *complicated" Quitclaim Deed situation. (Carol Li)<br>
</div>
<div dir="ltr"> 3. Re: A *complicated" Quitclaim Deed situation. (Roger Hawkes)<br>
</div>
<div dir="ltr"> 4. Re: A *complicated" Quitclaim Deed situation. (Andrew Hay)<br>
</div>
<div dir="ltr"> 5. Re: A *complicated" Quitclaim Deed situation. (Nestor Gorfinkel)<br>
</div>
<div dir="ltr"><br>
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<div dir="ltr"><br>
</div>
<div dir="ltr">----------------------------------------------------------------------<br>
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<div dir="ltr"><br>
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<div dir="ltr">Message: 1<br>
</div>
<div dir="ltr">Date: Tue, 6 Jul 2021 14:13:22 -0700<br>
</div>
<div dir="ltr">From: Rob Rowley <<a ymailto="mailto:rob@rowleylegal.com" href="mailto:rob@rowleylegal.com">rob@rowleylegal.com</a>><br>
</div>
<div dir="ltr">To: WSBA Real Property Listserv <<a ymailto="mailto:wsbarp@lists.wsbarppt.com" href="mailto:wsbarp@lists.wsbarppt.com">wsbarp@lists.wsbarppt.com</a>><br>
</div>
<div dir="ltr">Subject: [WSBARP] Referral to Montana Lender's Counsel - Missoula<br>
</div>
<div dir="ltr">Message-ID: <<a ymailto="mailto:41528cca87edba3079e57346d8960aa3@mail.gmail.com" href="mailto:41528cca87edba3079e57346d8960aa3@mail.gmail.com">41528cca87edba3079e57346d8960aa3@mail.gmail.com</a>><br>
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<div dir="ltr">Content-Type: text/plain; charset="utf-8"<br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr">Need to refer a private money lender to creditor?s counsel in the Missoula<br>
</div>
<div dir="ltr">area.<br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr">Drafting of standard private money lender documents and foreclose if needed.<br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr">His long term existing Montana counsel is quasi-retired taking upwards of a<br>
</div>
<div dir="ltr">month to draft documents.<br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr">Thanks for the referrals.<br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr">*Robert R Rowley*<br>
</div>
<div dir="ltr">Attorney & Counselor at Law<br>
</div>
<div dir="ltr"> (509) 252-5074 (509) 994-1143<br>
</div>
<div dir="ltr"> (509) 928-3084 <fax:(509)%20928-3084> rowleylegal.com<br>
</div>
<div dir="ltr"><<a href="http://www.rowleylegal.com/" target="_blank">http://www.rowleylegal.com/</a>><br>
</div>
<div dir="ltr"> <a ymailto="mailto:rob@rowleylegal.com" href="mailto:rob@rowleylegal.com">rob@rowleylegal.com</a><br>
</div>
<div dir="ltr">Helping You Protect What Matters Most<br>
</div>
<div dir="ltr"><<a href="https://www.facebook.com/rowleylegal" target="_blank">https://www.facebook.com/rowleylegal</a>><br>
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<div dir="ltr"><<a href="https://www.twitter.com/ROBERTRROWLEY" target="_blank">https://www.twitter.com/ROBERTRROWLEY</a>><br>
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<div dir="ltr"><br>
</div>
<div dir="ltr">*Practice concentrated on business, real estate and general legal matters<br>
</div>
<div dir="ltr">in Washington and Idaho. *<br>
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<div dir="ltr"><br>
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<div dir="ltr">NOTICE: The contents of this message and any attachments may be protected<br>
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<div dir="ltr"><br>
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<div dir="ltr">Message: 2<br>
</div>
<div dir="ltr">Date: Tue, 6 Jul 2021 17:36:54 -0700<br>
</div>
<div dir="ltr">From: Carol Li <<a ymailto="mailto:li.carol1004@gmail.com" href="mailto:li.carol1004@gmail.com">li.carol1004@gmail.com</a>><br>
</div>
<div dir="ltr">To: <a ymailto="mailto:wsbarp@lists.wsbarppt.com" href="mailto:wsbarp@lists.wsbarppt.com">wsbarp@lists.wsbarppt.com</a><br>
</div>
<div dir="ltr">Subject: [WSBARP] A *complicated" Quitclaim Deed situation.<br>
</div>
<div dir="ltr">Message-ID:<br>
</div>
<div dir="ltr"> <CAFicwO8q2onnTN8CYjD0VX2+<a ymailto="mailto:QK6jCKFZmg02bMkQsPbo9S8XJw@mail.gmail.com" href="mailto:QK6jCKFZmg02bMkQsPbo9S8XJw@mail.gmail.com">QK6jCKFZmg02bMkQsPbo9S8XJw@mail.gmail.com</a>><br>
</div>
<div dir="ltr">Content-Type: text/plain; charset="utf-8"<br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr">Hope everyone had a fantastic holiday weekend!<br>
</div>
<div dir="ltr">Drafting a QCD should be one of the easiest tasks, but I am running into a<br>
</div>
<div dir="ltr">complicated one here. PC and her husband own two properties in WA. They are<br>
</div>
<div dir="ltr">both Canadians. Now the husband is sick(very sick) and PC has the POA. PC<br>
</div>
<div dir="ltr">is seeking legal help to transfer the properties to her own name only. I<br>
</div>
<div dir="ltr">immediately thought of using quit claim deed to transfer the title as gift<br>
</div>
<div dir="ltr">under WAC REETA exemption. Now two questions pop up: 1. Can PC sign as<br>
</div>
<div dir="ltr">grantor on behalf of the husband to gift half of the title to PC? (It<br>
</div>
<div dir="ltr">sounds almost like conflict of interest or PC taking advantage of her sick<br>
</div>
<div dir="ltr">husband?) And 2. As Canadians/foreigners, does the husband need to file<br>
</div>
<div dir="ltr">federal gift tax certificate or is there any other federal tax consequences<br>
</div>
<div dir="ltr">...<br>
</div>
<div dir="ltr">Thank you in advanced!<br>
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<div dir="ltr"><br>
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<div dir="ltr">------------------------------<br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr">Message: 3<br>
</div>
<div dir="ltr">Date: Wed, 7 Jul 2021 00:46:33 +0000<br>
</div>
<div dir="ltr">From: Roger Hawkes <<a ymailto="mailto:Roger@law-hawks.com" href="mailto:Roger@law-hawks.com">Roger@law-hawks.com</a>><br>
</div>
<div dir="ltr">To: WSBA Real Property Listserv <<a ymailto="mailto:wsbarp@lists.wsbarppt.com" href="mailto:wsbarp@lists.wsbarppt.com">wsbarp@lists.wsbarppt.com</a>><br>
</div>
<div dir="ltr">Subject: Re: [WSBARP] A *complicated" Quitclaim Deed situation.<br>
</div>
<div dir="ltr">Message-ID:<br>
</div>
<div dir="ltr"> <<a ymailto="mailto:CO6PR16MB4097632BD584CB110B882545E91A9@CO6PR16MB4097.namprd16.prod.outlook.com" href="mailto:CO6PR16MB4097632BD584CB110B882545E91A9@CO6PR16MB4097.namprd16.prod.outlook.com">CO6PR16MB4097632BD584CB110B882545E91A9@CO6PR16MB4097.namprd16.prod.outlook.com</a>><br>
</div>
<div dir="ltr"> <br>
</div>
<div dir="ltr">Content-Type: text/plain; charset="utf-8"<br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr">One probable consequence is loss of the stepped up basis; i say ?probable? because I don?t know if foreigners even qualify for that?<br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr">From: <a ymailto="mailto:wsbarp-bounces@lists.wsbarppt.com" href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a> <<a ymailto="mailto:wsbarp-bounces@lists.wsbarppt.com" href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a>> On Behalf Of Carol Li<br>
</div>
<div dir="ltr">Sent: Tuesday, July 6, 2021 5:37 PM<br>
</div>
<div dir="ltr">To: <a ymailto="mailto:wsbarp@lists.wsbarppt.com" href="mailto:wsbarp@lists.wsbarppt.com">wsbarp@lists.wsbarppt.com</a><br>
</div>
<div dir="ltr">Subject: [WSBARP] A *complicated" Quitclaim Deed situation.<br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr">Hope everyone had a fantastic holiday weekend!<br>
</div>
<div dir="ltr">Drafting a QCD should be one of the easiest tasks, but I am running into a complicated one here. PC and her husband own two properties in WA. They are both Canadians. Now the husband is sick(very sick) and PC has the POA. PC is seeking legal help to transfer the properties to her own name only. I immediately thought of using quit claim deed to transfer the title as gift under WAC REETA exemption. Now two questions pop up: 1. Can PC sign as grantor on behalf of the husband to gift half of the title to PC? (It sounds almost like conflict of interest or PC taking advantage of her sick husband?) And 2. As Canadians/foreigners, does the husband need to file federal gift tax certificate or is there any other federal tax consequences ...<br>
</div>
<div dir="ltr">Thank you in advanced!<br>
</div>
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<div dir="ltr">------------------------------<br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr">Message: 4<br>
</div>
<div dir="ltr">Date: Wed, 7 Jul 2021 14:24:53 +0000<br>
</div>
<div dir="ltr">From: Andrew Hay <<a ymailto="mailto:andrewhay@washingtonlaw.net" href="mailto:andrewhay@washingtonlaw.net">andrewhay@washingtonlaw.net</a>><br>
</div>
<div dir="ltr">To: WSBA Real Property Listserv <<a ymailto="mailto:wsbarp@lists.wsbarppt.com" href="mailto:wsbarp@lists.wsbarppt.com">wsbarp@lists.wsbarppt.com</a>><br>
</div>
<div dir="ltr">Subject: Re: [WSBARP] A *complicated" Quitclaim Deed situation.<br>
</div>
<div dir="ltr">Message-ID:<br>
</div>
<div dir="ltr"> <<a ymailto="mailto:MW3PR13MB399318C28A4290FCDA5BD8CEB21A9@MW3PR13MB3993.namprd13.prod.outlook.com" href="mailto:MW3PR13MB399318C28A4290FCDA5BD8CEB21A9@MW3PR13MB3993.namprd13.prod.outlook.com">MW3PR13MB399318C28A4290FCDA5BD8CEB21A9@MW3PR13MB3993.namprd13.prod.outlook.com</a>><br>
</div>
<div dir="ltr"> <br>
</div>
<div dir="ltr">Content-Type: text/plain; charset="utf-8"<br>
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<div dir="ltr"><br>
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<div dir="ltr">Complicated indeed! Title companies are wary of POA transfers to the POA and sometimes will not insure the downstream transaction. It would be helpful if the POA had a specific provision allowing gifts. Our title folks may chime in on this but it is a concern.<br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr">It almost seems better to wait until H passes and then do a Lack of Probate Affidavit to transfer title. That preserves the stepped up basis ? assuming foreigners are entitled to it.<br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr">Andrew Hay<br>
</div>
<div dir="ltr">Hay & Swann PLLC<br>
</div>
<div dir="ltr">201 S. 34th St.<br>
</div>
<div dir="ltr">Tacoma, WA 98418<br>
</div>
<div dir="ltr">www.washingtonlaw.net<<a href="http://www.washingtonlaw.net/" target="_blank">http://www.washingtonlaw.net/</a>><br>
</div>
<div dir="ltr"><a ymailto="mailto:andrewhay@washingtonlaw.net" href="mailto:andrewhay@washingtonlaw.net">andrewhay@washingtonlaw.net</a><mailto:<a ymailto="mailto:andrewhay@washingtonlaw.net" href="mailto:andrewhay@washingtonlaw.net">andrewhay@washingtonlaw.net</a>><br>
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<div dir="ltr">He/him/his<br>
</div>
<div dir="ltr">253.272.2400 (w)<br>
</div>
<div dir="ltr">253.377.3085 (c)<br>
</div>
<div dir="ltr">THIS IS A CONFIDENTIAL COMMUNICATION AND IS INTENDED FOR THE DESIGNATED RECIPIENT ONLY. IF YOU HAVE RECEIVED THIS COMMUNICATION IN ERROR, PLEASE NOTIFY THE SENDER IMMEDIATELY AND DESTROY ALL COPIES<br>
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<div dir="ltr"><br>
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<div dir="ltr">From: <a ymailto="mailto:wsbarp-bounces@lists.wsbarppt.com" href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a> <<a ymailto="mailto:wsbarp-bounces@lists.wsbarppt.com" href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a>> On Behalf Of Roger Hawkes<br>
</div>
<div dir="ltr">Sent: Tuesday, July 6, 2021 5:47 PM<br>
</div>
<div dir="ltr">To: WSBA Real Property Listserv <<a ymailto="mailto:wsbarp@lists.wsbarppt.com" href="mailto:wsbarp@lists.wsbarppt.com">wsbarp@lists.wsbarppt.com</a>><br>
</div>
<div dir="ltr">Subject: Re: [WSBARP] A *complicated" Quitclaim Deed situation.<br>
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<div dir="ltr"><br>
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<div dir="ltr">One probable consequence is loss of the stepped up basis; i say ?probable? because I don?t know if foreigners even qualify for that?<br>
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<div dir="ltr">From: <a ymailto="mailto:wsbarp-bounces@lists.wsbarppt.com" href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a><mailto:<a ymailto="mailto:wsbarp-bounces@lists.wsbarppt.com" href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a>> <<a ymailto="mailto:wsbarp-bounces@lists.wsbarppt.com" href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a><mailto:<a ymailto="mailto:wsbarp-bounces@lists.wsbarppt.com" href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a>>> On Behalf Of Carol Li<br>
</div>
<div dir="ltr">Sent: Tuesday, July 6, 2021 5:37 PM<br>
</div>
<div dir="ltr">To: <a ymailto="mailto:wsbarp@lists.wsbarppt.com" href="mailto:wsbarp@lists.wsbarppt.com">wsbarp@lists.wsbarppt.com</a><mailto:<a ymailto="mailto:wsbarp@lists.wsbarppt.com" href="mailto:wsbarp@lists.wsbarppt.com">wsbarp@lists.wsbarppt.com</a>><br>
</div>
<div dir="ltr">Subject: [WSBARP] A *complicated" Quitclaim Deed situation.<br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr">Hope everyone had a fantastic holiday weekend!<br>
</div>
<div dir="ltr">Drafting a QCD should be one of the easiest tasks, but I am running into a complicated one here. PC and her husband own two properties in WA. They are both Canadians. Now the husband is sick(very sick) and PC has the POA. PC is seeking legal help to transfer the properties to her own name only. I immediately thought of using quit claim deed to transfer the title as gift under WAC REETA exemption. Now two questions pop up: 1. Can PC sign as grantor on behalf of the husband to gift half of the title to PC? (It sounds almost like conflict of interest or PC taking advantage of her sick husband?) And 2. As Canadians/foreigners, does the husband need to file federal gift tax certificate or is there any other federal tax consequences ...<br>
</div>
<div dir="ltr">Thank you in advanced!<br>
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<div dir="ltr">Message: 5<br>
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<div dir="ltr">Date: Wed, 7 Jul 2021 14:59:22 +0000<br>
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<div dir="ltr">From: Nestor Gorfinkel <<a ymailto="mailto:esq@gorfinkel-law.com" href="mailto:esq@gorfinkel-law.com">esq@gorfinkel-law.com</a>><br>
</div>
<div dir="ltr">To: WSBA Real Property Listserv <<a ymailto="mailto:wsbarp@lists.wsbarppt.com" href="mailto:wsbarp@lists.wsbarppt.com">wsbarp@lists.wsbarppt.com</a>><br>
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<div dir="ltr">Subject: Re: [WSBARP] A *complicated" Quitclaim Deed situation.<br>
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<div dir="ltr">Message-ID:<br>
</div>
<div dir="ltr"> <<a ymailto="mailto:BN0PR08MB73440DE06701EA493A4060B5FC1A9@BN0PR08MB7344.namprd08.prod.outlook.com" href="mailto:BN0PR08MB73440DE06701EA493A4060B5FC1A9@BN0PR08MB7344.namprd08.prod.outlook.com">BN0PR08MB73440DE06701EA493A4060B5FC1A9@BN0PR08MB7344.namprd08.prod.outlook.com</a>><br>
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<div dir="ltr">I agree.<br>
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<div dir="ltr">How about a possible work-around? W forms an LLC where her and husband are members, she transfers title to the LLC with her POA. Membership interests are now personal property. RETA will be change of identity.<br>
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<div dir="ltr">I can?t help you tax wise.<br>
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<div dir="ltr"><br>
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<div dir="ltr">Nestor Gorfinkel, Attorney at Law<br>
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<div dir="ltr">Licensed in Florida & Washington State<br>
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<div dir="ltr">Florida Civil-Law (International) Notary<br>
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<div dir="ltr"><br>
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<div dir="ltr">[cid:<a ymailto="mailto:image001.jpg@01D7731F.238777E0" href="mailto:image001.jpg@01D7731F.238777E0">image001.jpg@01D7731F.238777E0</a>]<br>
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<div dir="ltr"><br>
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<div dir="ltr">ATTENTION - This e-mail message and any attachment to this e-mail message may contain confidential information that is legally privileged. If you are not the intended recipient, you must not review, retransmit, convert to hard copy, copy, use or disseminate this e-mail or any attachments to it. If you have received this e-mail in error, please notify us immediately by return e-mail or by telephone at the phone numbers provided herein and delete this message. Please note that if this e-mail message contains a forwarded message or is a reply to a prior message, some or all of the contents of this message or any attachments may not have been produced by the sender.<br>
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<div dir="ltr">P Please consider the environment before printing this e-mail.<br>
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<div dir="ltr">From: <a ymailto="mailto:wsbarp-bounces@lists.wsbarppt.com" href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a> <<a ymailto="mailto:wsbarp-bounces@lists.wsbarppt.com" href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a>> On Behalf Of Andrew Hay<br>
</div>
<div dir="ltr">Sent: Wednesday, July 7, 2021 10:25 AM<br>
</div>
<div dir="ltr">To: WSBA Real Property Listserv <<a ymailto="mailto:wsbarp@lists.wsbarppt.com" href="mailto:wsbarp@lists.wsbarppt.com">wsbarp@lists.wsbarppt.com</a>><br>
</div>
<div dir="ltr">Subject: Re: [WSBARP] A *complicated" Quitclaim Deed situation.<br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr">Complicated indeed! Title companies are wary of POA transfers to the POA and sometimes will not insure the downstream transaction. It would be helpful if the POA had a specific provision allowing gifts. Our title folks may chime in on this but it is a concern.<br>
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<div dir="ltr"><br>
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<div dir="ltr">It almost seems better to wait until H passes and then do a Lack of Probate Affidavit to transfer title. That preserves the stepped up basis ? assuming foreigners are entitled to it.<br>
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<div dir="ltr"><br>
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<div dir="ltr"><br>
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<div dir="ltr">Andrew Hay<br>
</div>
<div dir="ltr">Hay & Swann PLLC<br>
</div>
<div dir="ltr">201 S. 34th St.<br>
</div>
<div dir="ltr">Tacoma, WA 98418<br>
</div>
<div dir="ltr">www.washingtonlaw.net<<a href="http://www.washingtonlaw.net/" target="_blank">http://www.washingtonlaw.net/</a>><br>
</div>
<div dir="ltr"><a ymailto="mailto:andrewhay@washingtonlaw.net" href="mailto:andrewhay@washingtonlaw.net">andrewhay@washingtonlaw.net</a><mailto:<a ymailto="mailto:andrewhay@washingtonlaw.net" href="mailto:andrewhay@washingtonlaw.net">andrewhay@washingtonlaw.net</a>><br>
</div>
<div dir="ltr">He/him/his<br>
</div>
<div dir="ltr">253.272.2400 (w)<br>
</div>
<div dir="ltr">253.377.3085 (c)<br>
</div>
<div dir="ltr">THIS IS A CONFIDENTIAL COMMUNICATION AND IS INTENDED FOR THE DESIGNATED RECIPIENT ONLY. IF YOU HAVE RECEIVED THIS COMMUNICATION IN ERROR, PLEASE NOTIFY THE SENDER IMMEDIATELY AND DESTROY ALL COPIES<br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr">From: <a ymailto="mailto:wsbarp-bounces@lists.wsbarppt.com" href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a><mailto:<a ymailto="mailto:wsbarp-bounces@lists.wsbarppt.com" href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a>> <<a ymailto="mailto:wsbarp-bounces@lists.wsbarppt.com" href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a><mailto:<a ymailto="mailto:wsbarp-bounces@lists.wsbarppt.com" href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a>>> On Behalf Of Roger Hawkes<br>
</div>
<div dir="ltr">Sent: Tuesday, July 6, 2021 5:47 PM<br>
</div>
<div dir="ltr">To: WSBA Real Property Listserv <<a ymailto="mailto:wsbarp@lists.wsbarppt.com" href="mailto:wsbarp@lists.wsbarppt.com">wsbarp@lists.wsbarppt.com</a><mailto:<a ymailto="mailto:wsbarp@lists.wsbarppt.com" href="mailto:wsbarp@lists.wsbarppt.com">wsbarp@lists.wsbarppt.com</a>>><br>
</div>
<div dir="ltr">Subject: Re: [WSBARP] A *complicated" Quitclaim Deed situation.<br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr">One probable consequence is loss of the stepped up basis; i say ?probable? because I don?t know if foreigners even qualify for that?<br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr">From: <a ymailto="mailto:wsbarp-bounces@lists.wsbarppt.com" href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a><mailto:<a ymailto="mailto:wsbarp-bounces@lists.wsbarppt.com" href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a>> <<a ymailto="mailto:wsbarp-bounces@lists.wsbarppt.com" href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a><mailto:<a ymailto="mailto:wsbarp-bounces@lists.wsbarppt.com" href="mailto:wsbarp-bounces@lists.wsbarppt.com">wsbarp-bounces@lists.wsbarppt.com</a>>> On Behalf Of Carol Li<br>
</div>
<div dir="ltr">Sent: Tuesday, July 6, 2021 5:37 PM<br>
</div>
<div dir="ltr">To: <a ymailto="mailto:wsbarp@lists.wsbarppt.com" href="mailto:wsbarp@lists.wsbarppt.com">wsbarp@lists.wsbarppt.com</a><mailto:<a ymailto="mailto:wsbarp@lists.wsbarppt.com" href="mailto:wsbarp@lists.wsbarppt.com">wsbarp@lists.wsbarppt.com</a>><br>
</div>
<div dir="ltr">Subject: [WSBARP] A *complicated" Quitclaim Deed situation.<br>
</div>
<div dir="ltr"><br>
</div>
<div dir="ltr">Hope everyone had a fantastic holiday weekend!<br>
</div>
<div dir="ltr">Drafting a QCD should be one of the easiest tasks, but I am running into a complicated one here. PC and her husband own two properties in WA. They are both Canadians. Now the husband is sick(very sick) and PC has the POA. PC is seeking legal help to transfer the properties to her own name only. I immediately thought of using quit claim deed to transfer the title as gift under WAC REETA exemption. Now two questions pop up: 1. Can PC sign as grantor on behalf of the husband to gift half of the title to PC? (It sounds almost like conflict of interest or PC taking advantage of her sick husband?) And 2. As Canadians/foreigners, does the husband need to file federal gift tax certificate or is there any other federal tax consequences ...<br>
</div>
<div dir="ltr">Thank you in advanced!<br>
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<div dir="ltr">End of WSBARP Digest, Vol 82, Issue 7<br>
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