[WSBAPT] Half-Baked Will

Karen E. Boxx kboxx at uw.edu
Thu Dec 21 14:31:44 PST 2023


And even without the survivorship clause, the doctrine of lapse requires a beneficiary to survive in order to take under a will, so he died intestate.

Karen


Professor Karen E. Boxx

University of Washington School of Law

Box 353020

Seattle, WA 98195-3020
206.616.3856
Sent from my iPad

On Dec 21, 2023, at 11:08 AM, Amy Goertz <amyjgoertz at icloud.com> wrote:


My take on it would be that since the spouse pre-deceased, the survival requirement of twenty days has not been met and thus it sounds like the decedent will be treated as intestate since there is no clause that address the issue of what happens if the spouse does not meet the survival requirement.

The estate passes to decedent’s intestate heirs, not the spouse’s estate.

Amy

Amy J. Goertz, J.D.
Goertz & Lambrecht PLLC
amyjgoertz at icloud.com<mailto:amyjgoertz at icloud.com>

1.888.926.2607 phone
1.877.684.1627 fax

Address for correspondence:
2829 S. Grand Blvd., Suite 303
Spokane, WA 99203

Additional office locations:
510 Bell Street
Edmonds, WA 98020

Goertz & Lambrecht PLLC
www.goertzlambrecht.com<https://urldefense.com/v3/__http://www.goertzlambrecht.com/__;!!K-Hz7m0Vt54!mHYSG-W9vPpMt79PsfaeQZ5VUq7Y-5FMcXNWq9KCLWKfW9HrGWr3FADLK_qGQHqrbqu4zKpW_meSbn1zZQ$>







On Dec 21, 2023, at 9:23 AM, <Jeff at bellanddavispllc.com> <Jeff at bellanddavispllc.com> wrote:

Listmates:

In front of me is a Will that I am told was prepared by a lawyer (unnamed).  It leaves everything to the spouse, who predeceased the testator.  No reference to what happens if spouse predeceases, although in the general terms it mentions that survivorship is twenty days and gives a general definition of right of representation.  Will is signed.  However the witness attestation provision is this:

We, the undersigned, certify that on this date the Testator, ____, signed the foregoing
Document as and for the Testator’s Last Will and Testament in our presence, and that we,
at the Testator’s request, in the Testator’s presence and in the presence of each other, have
signed our names hereto as subscribing witnesses.

Dated at ________, Washington, this ___ day of _______, 2023.

Nothing is notarized.  First question, I assume the entire estate goes to the predeceased spouses estate.  Am I wrong?  Second,  I believe I can fix the attestation clause by having the witnesses signing a new one that is more complete, provided I can find them in a very large city in Snohomish County.  We do new attestation clauses for lost Wills, is there anything wrong with fixing the old one?

Jeff Davis

W. Jeff Davis
BELL & DAVIS PLLC
Attorneys at Law
P.O. Box 510
720 E. Washington Street, Suite 105
Sequim WA 98382
Phone: (360) 683.1129
Fax: (360) 683.1258
email: jeff at bellanddavispllc.com<mailto:jeff at bellanddavispllc.com>
www.bellanddavispllc.com<https://urldefense.com/v3/__http://www.bellanddavispllc.com/__;!!K-Hz7m0Vt54!mHYSG-W9vPpMt79PsfaeQZ5VUq7Y-5FMcXNWq9KCLWKfW9HrGWr3FADLK_qGQHqrbqu4zKpW_mcgdjFOmg$>

The information contained in this e-mail message may be privileged, confidential, and protected from disclosure. If you are not the intended recipient, any dissemination, distribution, or copying is strictly prohibited. If you think that you have received this e-mail message in error, please e-mail the sender at info at bellanddavispllc.com<mailto:info at bellanddavispllc.com>  or call 360.683.1129.


***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***
_______________________________________________
WSBAPT mailing list
WSBAPT at lists.wsbarppt.com<mailto:WSBAPT at lists.wsbarppt.com>
http://mailman.fsr.com/mailman/listinfo/wsbapt<https://urldefense.com/v3/__http://mailman.fsr.com/mailman/listinfo/wsbapt__;!!K-Hz7m0Vt54!mHYSG-W9vPpMt79PsfaeQZ5VUq7Y-5FMcXNWq9KCLWKfW9HrGWr3FADLK_qGQHqrbqu4zKpW_me7C8bnhA$>

***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***
_______________________________________________
WSBAPT mailing list
WSBAPT at lists.wsbarppt.com
https://urldefense.com/v3/__http://mailman.fsr.com/mailman/listinfo/wsbapt__;!!K-Hz7m0Vt54!mHYSG-W9vPpMt79PsfaeQZ5VUq7Y-5FMcXNWq9KCLWKfW9HrGWr3FADLK_qGQHqrbqu4zKpW_me7C8bnhA$
-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://mailman.fsr.com/pipermail/wsbapt/attachments/20231221/5db12dd4/attachment.html>


More information about the WSBAPT mailing list