Mary M
Level 2

"2019 John Smith, John Smith Revocable Living Trust (seller) did a Intrafamily Transfer and Dissolution changing deed to John Smith, My Client (buyer).

No. In 2019 the house was not sold it was a Intrafamily Transfer and Dissolution changing the deed/title fromMr Smith,  Mr Smith's Trust (indicated as seller on deed) to Mr Smith, Taxpayer/Client (indicated as buyer on transfer deed).

Taxpayer/Client had no idea he was on this house that Mr Smith bought.  It DEFF was not in Mr Smith's Estate at all.  My Client's name was on deed since 2019 apparently, Mr Smith died, client found out and sold house.  My Client did not know till Mr Smith died that his name was on this house.

 

 

 

0 Cheers