Re: Bequests to the HOA
From: Lyn Deardorff (
Date: Thu, 10 Jun 2021 06:30:48 -0700 (PDT)
I am looking for similar answers,too.

Thanks  for any insights and especially, if your community has had past 
experience with property bequests.
Lyn Deardorff
Sand River Cohousing
Santa  Fe,NM
lynpeachtree [at]

-----Original Message-----
From: Cohousing-L < [at]> On Behalf Of Barbara Simkowski via Cohousing-L
Sent: Thursday, June 10, 2021 6:13 AM
To: cohousing-l [at]
Cc: Barbara Simkowski <barbara_simkowski [at]>
Subject: [C-L]_ Bequests to the HOA

How do other tax exempt (no income besides dues) Cohousing HOAs handle 
bequests? If someone leaves property in a will (their Cohousing home) how do 
you handle the tax obligations, the dues, and the tax on that windfall until 
the property is sold?

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  • Bequests to the HOA Barbara Simkowski, June 10 2021
    • Re: Bequests to the HOA Lyn Deardorff, June 10 2021

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