[WSBAPT] Disclaimers

Jayne Gilbert jgilbertatty at gmail.com
Fri Oct 16 16:00:42 PDT 2015


Agreed

On Fri, Oct 16, 2015 at 3:20 PM, Katharine P. Bauer <kpb at bpblegal.com>
wrote:

> A disclaimant is treated as having predeceased....
>
> On Fri, Oct 16, 2015 at 11:46 AM, Jayne Gilbert <jgilbertatty at gmail.com>
> wrote:
>
>> 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>
>> 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>
>>> 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>
>>>> 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>
>>>>> 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?
>>>>>>
>>>>>> --
>>>>>> *************************************************
>>>>>> 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
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>>>>>
>>>>
>>>>
>>>>
>>>> --
>>>> *************************************************
>>>> 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
>>>>
>>>
>>>
>>>
>>> --
>>> Katharine P. Bauer
>>> Bauer Pitman Lifetime Legal, PLLC
>>> 1235 Fourth Ave. East, Suite 200
>>> Olympia, Washington 98501
>>> tel. 360.754.1976
>>> fax. 360.943.4427
>>>
>>> e-mail: kpb at bpblegal.com
>>>
>>> This message is confidential and may be protected by the attorney-client
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>>
>>
>>
>> --
>> *************************************************
>> 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
>>
>
>
>
> --
> Katharine P. Bauer
> Bauer Pitman Lifetime Legal, PLLC
> 1235 Fourth Ave. East, Suite 200
> Olympia, Washington 98501
> tel. 360.754.1976
> fax. 360.943.4427
>
> e-mail: kpb at bpblegal.com
>
> This message is confidential and may be protected by the attorney-client
> privilege; it is intended solely for the use of the individual named above.
> If you are not the intended recipient, you are hereby advised that any
> dissemination, distribution, or copying of this communication is strictly
> prohibited. If you have received this e-mail in error, please immediately
> notify the sender by telephone or e-mail, delete this message from your
> files, and return any printed copies to the sender by U.S. mail. Circular
> 230 Disclosure: Any tax advice contained in this communication (including
> any attachments) is not intended or written to be used, and cannot be used,
> for the purpose of (i) avoiding penalties that may be imposed under the
> Internal Revenue Code or (ii) promoting, marketing or recommending to
> another party any transaction, arrangement, or other matter
>
> _______________________________________________
> 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
*************************************************
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