[WSBAPT] Disclaimer-Anti-Lapse

[John Creahan]

I agree with Eric on the interpretation of the law. Do the parties agree on how they would like the house to be distributed?

John Creahan
206-621-5848
www.cairn-law.com<http://www.cairn-law.com/>


From: wsbapt-bounces at lists.wsbarppt.com [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Jayne Gilbert
Sent: Friday, October 2, 2015 11:14 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Disclaimer-Anti-Lapse

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<mailto: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<tel:206-625-0092>
fax 206-625-9040<tel:206-625-9040>



From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> [mailto: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<mailto:kpb at bpblegal.com>> wrote:

What is the actual bequest language?
On Oct 1, 2015 7:25 PM, "Jayne Gilbert" <jgilbertatty at gmail.com<mailto: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<tel:%28360%29%20336-9515>
*************************************************

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--
*************************************************
Jayne Marsh Gilbert
Gilbert and Gilbert Lawyers, PS
(360) 336-9515<tel:%28360%29%20336-9515>
*************************************************

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--
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Jayne Marsh Gilbert
Gilbert and Gilbert Lawyers, PS
(360) 336-9515
*************************************************
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