[WSBAPT] Disclaimers

[John Creahan]

I may be missing something, but a beneficiary’s disclaimer means that the personal representative will make distributions as if the disclaimant had predeceased the decedent. Any anti-lapse rule that would apply if the beneficiary had predeceased will also apply to any disclaimed property, assuming the disclaimer rules are followed.

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 16, 2015 11:47 AM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Disclaimers

I think anti lapse happens when the Benf predeceases the Testator

On Fri, Oct 16, 2015 at 10:25 AM, Katharine P. Bauer <kpb at bpblegal.com<mailto:kpb at bpblegal.com>> wrote:
Why no anti lapse statute effective if there are children of Testator inheriting and want to consider disclaimers?

On Fri, Oct 16, 2015 at 9:07 AM, Jayne Gilbert <jgilbertatty at gmail.com<mailto:jgilbertatty at gmail.com>> wrote:
First scenario Article "Specific Gifts" One of the gifts is "RP to A & B" both alive no survival language

2nd Everyone alive no survival language C, D & E children of Testator C&D have lineal descendants

No Anti Lapse involved

On Thu, Oct 15, 2015 at 7:11 PM, Katharine P. Bauer <kpb at bpblegal.com<mailto:kpb at bpblegal.com>> wrote:

Who is making the disclaimer gift and what is the language of the gift, residuary, specific bequest, "if they survive me," and so on.  No simple answer here and always be aware of the anti-lapse statute
On Oct 15, 2015 5:49 PM, "Jayne Gilbert" <jgilbertatty at gmail.com<mailto:jgilbertatty at gmail.com>> wrote:
A & B are given a specific gift of Real Property, B disclaims no issue. Does A get the property or does B's interest go to the Residuary takers?

Children of the decedent C, D, and E are given real property C&D disclaim Do  the disclaimed property interests go to the lineal descendants of C&D or does E take the property as the only remaining member of the group?

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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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Katharine P. Bauer
Bauer Pitman Lifetime Legal, PLLC
1235 Fourth Ave. East, Suite 200
Olympia, Washington 98501
tel. 360.754.1976<tel:360.754.1976>
fax. 360.943.4427<tel:360.943.4427>

e-mail: kpb at bpblegal.com<mailto:kpb at bpblegal.com>

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Jayne Marsh Gilbert
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