[WSBAPT] Disclaimer-Anti-Lapse

Jayne Gilbert jgilbertatty at gmail.com
Fri Oct 2 11:13:55 PDT 2015


Thank you that was essentially my question class gift or residue My
instinct says residue, but I've turned my head around thinking on this Will
probably do TEDRA agreement

On Fri, Oct 2, 2015 at 10:44 AM, Eric Nelsen <Eric at sayrelawoffices.com>
wrote:

> Jayne--I started to answer quickly, then discovered it's more difficult
> than I thought. I do think the exact language of the bequest is critical,
> because determination of whether the gift is or is not a class gift
> resolves the question.
>
>
>
> If Jeb disclaims, he's considered to have predeceased the decedent, per
> 11.86.041(1)
> <http://app.leg.wa.gov/rcw/default.aspx?cite=11.86&full=true#11.86.041>.
> So your question is I think, what's the interpretation of the gift of the
> home between (a) class gift and (b) antilapse statute, RCW 11.12.110
> <http://app.leg.wa.gov/rcw/default.aspx?cite=11.12.110>. But if uncle has
> no issue, then antilapse is irrelevant--it can only preserve uncle's share
> for his (non-existent) lineal descendants.
>
>
>
> So: Is this language a class gift, or no? *See* *Peck v. Peck*, 76 Wash.
> 548, 552, 137 P. 137 (1913). I don't think it is, which means that Jeb's
> one-half share falls to the residue clause of the Will or, if none, passes
> by laws of intestacy. *See* *In re Sims' Estate*, 39 Wn.2d 288, 235 P.2d
> 204 (1951); *See generally* 6 William H. Page, PAGE ON THE LAW OF WILLS
> ch. 50 (2003 ed.); Thomas E. Atkinson, HANDBOOK ON THE LAW OF WILLS §140
> (2d ed. 1953).
>
>
>
> Sincerely,
>
>
>
> Eric
>
>
>
> Eric C. Nelsen
>
> SAYRE LAW OFFICES, PLLC
>
> 1320 University St
>
> Seattle WA  98101-2837
>
> phone 206-625-0092
>
> fax 206-625-9040
>
>
>
>
>
>
>
> *From:* wsbapt-bounces at lists.wsbarppt.com [mailto:
> wsbapt-bounces at lists.wsbarppt.com] *On Behalf Of *Jayne Gilbert
> *Sent:* Friday, October 02, 2015 9:44 AM
> *To:* WSBA Probate & Trust Listserv
> *Subject:* Re: [WSBAPT] Disclaimer-Anti-Lapse
>
>
>
>                                        *Article Six*
>
>                             Specific Bequests of Property
>
> 1.    To my son Jeb my burial plots at XYZ;
>
> 2.    To my son Jeb and Ted my home @ ABC; and
>
> 3.    To my daughters Jane and Mary the contents of my home.
>
> * Ted is a Grandchild
>
>
>
> On Thu, Oct 1, 2015 at 8:36 PM, Katharine P. Bauer <kpb at bpblegal.com>
> wrote:
>
> What is the actual bequest language?
>
> On Oct 1, 2015 7:25 PM, "Jayne Gilbert" <jgilbertatty at gmail.com> wrote:
>
> Mother/Grandmother Dies Testate
>
>
>
> Under an Article entitled "Specific Gifts" An uncle and nephew are given a
> house.
>
>
>
> The uncle disclaims.
>
>
>
> The uncle has no issue
>
>
>
> QP: Does the Uncle's 1/2 interest go by way of the ante lapse statute or
> does the nephew inherit the house?
>
>
>
> --
>
> *************************************************
>
> Jayne Marsh Gilbert
>
> Gilbert and Gilbert Lawyers, PS
>
> (360) 336-9515
>
> *************************************************
>
>
>
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com
> http://mailman.fsr.com/mailman/listinfo/wsbapt
>
>
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com
> http://mailman.fsr.com/mailman/listinfo/wsbapt
>
>
>
>
>
> --
>
> *************************************************
>
> Jayne Marsh Gilbert
>
> Gilbert and Gilbert Lawyers, PS
>
> (360) 336-9515
>
> *************************************************
>
> _______________________________________________
> WSBAPT mailing list
> WSBAPT at lists.wsbarppt.com
> http://mailman.fsr.com/mailman/listinfo/wsbapt
>



-- 
*************************************************
Jayne Marsh Gilbert
Gilbert and Gilbert Lawyers, PS
(360) 336-9515
*************************************************
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20151002/20428050/attachment.html>


More information about the WSBAPT mailing list