[WSBAPT] Distribution of Gift - authority to accept

Candace Wilkerson cwilkerson at wongfleming.com
Thu Jan 31 10:21:38 PST 2019


Yes, good to know.  Thanks!

Candace Wilkerson

From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of michael at westseattleattorney.com
Sent: Wednesday, January 30, 2019 4:44 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Subject: Re: [WSBAPT] Distribution of Gift - authority to accept

Interesting , thanks Phil

[cid:image001.png at 01D4B94F.074A6CE0]

-------- Original Message --------
Subject: Re: [WSBAPT] Distribution of Gift - authority to accept
From: "Philip N. Jones" <pjones at duffykekel.com<mailto:pjones at duffykekel.com>>
Date: Wed, January 30, 2019 4:25 pm
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>

#wmQuoteWrapper /* Font Definitions */ @font-face {font-family:"Cambria Math"; panose-1:2 4 5 3 5 4 6 3 2 4;} #wmQuoteWrapper @font-face {font-family:Calibri; panose-1:2 15 5 2 2 2 4 3 2 4;} #wmQuoteWrapper /* Style Definitions */ p.MsoNormal, #wmQuoteWrapper li.MsoNormal, #wmQuoteWrapper div.MsoNormal {margin:0in; margin-bottom:.0001pt; font-size:12.0pt; font-family:"Times New Roman",serif;} #wmQuoteWrapper a:link, #wmQuoteWrapper span.MsoHyperlink {mso-style-priority:99; color:#0563C1; text-decoration:underline;} #wmQuoteWrapper a:visited, #wmQuoteWrapper span.MsoHyperlinkFollowed {mso-style-priority:99; color:#954F72; text-decoration:underline;} #wmQuoteWrapper p.msonormal0, #wmQuoteWrapper li.msonormal0, #wmQuoteWrapper div.msonormal0 {mso-style-name:msonormal; mso-margin-top-alt:auto; margin-right:0in; mso-margin-bottom-alt:auto; margin-left:0in; font-size:11.0pt; font-family:"Calibri",sans-serif;} #wmQuoteWrapper span.EmailStyle18 {mso-style-type:personal; font-family:"Calibri",sans-serif; color:#1F497D;} #wmQuoteWrapper span.EmailStyle19 {mso-style-type:personal; font-family:"Calibri",sans-serif; color:windowtext;} #wmQuoteWrapper span.EmailStyle20 {mso-style-type:personal-reply; font-family:"Calibri",sans-serif; color:#1F497D;} #wmQuoteWrapper .MsoChpDefault {mso-style-type:export-only; font-size:10.0pt;} #wmQuoteWrapper @page WordSection1 {size:8.5in 11.0in; margin:1.0in 1.0in 1.0in 1.0in;} #wmQuoteWrapper div.WordSection1 {page:WordSection1;}
It is my understanding that some churches do not get 501(c)(3) status from the IRS, that there is a statutory exception that allows deductible contributions to churches without official IRS status.
Phil Jones

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of Candace Wilkerson
Sent: Wednesday, January 30, 2019 4:05 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Distribution of Gift - authority to accept

Yes, and doesn’t it normally have 501(c)(3) status that could be looked up on the Wa Secretary of State’s website?

I really have become disenchanted with the Catholic Church.

Candace Wilkerson

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> <wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com>> On Behalf Of Philip N. Jones
Sent: Wednesday, January 30, 2019 3:47 PM
To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: Re: [WSBAPT] Distribution of Gift - authority to accept

Typically this would go to the archdiocese.  So be careful.
Unless the will is specific as to a particular endowment fund, etc.
(I cannot claim any expertise on this matter, but I asked a partner of mine who has been on a variety of Catholic boards, committees, etc.).  So don’t take my word for it; be cautious.
Phil Jones


From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> [mailto:wsbapt-bounces at lists.wsbarppt.com] On Behalf Of michael at westseattleattorney.com<mailto:michael at westseattleattorney.com>
Sent: Wednesday, January 30, 2019 3:39 PM
To: WSBA Probate & Trust Listserve <wsbapt at lists.wsbarppt.com<mailto:wsbapt at lists.wsbarppt.com>>
Subject: [WSBAPT] Distribution of Gift - authority to accept

Will requires a million dollars to be disbursed to 6 charities - one being a Catholic church and the priest says he is authorized to accept. I am not to sure of the scope of his authority as Priest or Father.  Would appreciate how others have dealt with these types of organizations and who signs the beneficiary receipts.
Thanks
Mike

[cid:image001.png at 01D4B94F.074A6CE0]
________________________________
_______________________________________________
WSBAPT mailing list
WSBAPT at lists.wsbarppt.com<mailto:WSBAPT at lists.wsbarppt.com>
http://mailman.fsr.com/mailman/listinfo/wsbapt
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20190131/843e8d40/attachment.html>
-------------- next part --------------
A non-text attachment was scrubbed...
Name: image001.png
Type: image/png
Size: 51981 bytes
Desc: image001.png
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20190131/843e8d40/image001.png>


More information about the WSBAPT mailing list