[WSBAPT] PR discretion - charitable gift in will

G. (Gus) Benjamin Lindsey III lindsey3 at gbl3law.com
Thu Jan 30 11:05:03 PST 2014


Hello,

 

Is anyone aware of any authority which would allow a personal
representative to avoid providing a charity with a gift identified in a
decedent's will? (the estate is solvent and the will calls for the charity
to receive a percentage of the estate.)

 

PC is the personal representative for the estate. PC insist that he has
been told by "someone" that this is possible and my position is wrong. 

 

Although the will is somewhat dated, it identifies the specific charity as
well as an alternate charity to benefit if the first charity ceases to
exist. Apparently the decedent made verbal expressions of a desire to
change the will before her death but  never revoked the old one.

 

Thanks!

 

 

Sincerely,

 

G. (Gus) Benjamin Lindsey III

Attorney-at-Law



 

The Law Office of G. Benjamin Lindsey III

2012 Grade Road, Suite 202

Lake Stevens, WA 98258

Phone:   (425) 263-9585

Fax:      (425) 328-1599

 

website: www.gbl3law.com <http://www.gbl3law.com/> 

 

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Estate Planning      Labor Law     

 

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