[WSBAPT] Disclaimer-Anti-Lapse

[Jayne Gilbert]

I'm hoping to get a TEDRA agreement

On Fri, Oct 2, 2015 at 11:24 AM, John Creahan <john at cairn-law.com> wrote:

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