[WSBAPT] QUESTION - BENEFICIARY DOES NOT WANT BEQUEST

[Philip N. Jones]

  1.   No.
  2.   No.

Phil Jones

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From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> on behalf of Fern Herbert <fern at zenith-lawgroup.com>
Sent: Wednesday, July 12, 2023 7:49:24 PM
To: wsbapt at lists.wsbarppt.com <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] QUESTION - BENEFICIARY DOES NOT WANT BEQUEST

Hello List mates,

Interesting issue: We have a beneficiary who refuses to take what was bequeathed to him. The funds have been placed in a beneficiary IRA for him. PR now wants to close probate. If this beneficiary never accepts the bequest, the PR would like to eventually distribute his share to the other beneficiaries.

 1)Does anyone know of any legal guidance on if and when the PR may go back and distribute the contents of this bequests to the other beneficiaries?
 2) Can the PR close probate and then re-open later on to re-distribute?


Fern Herbert
Managing Attorney
Zenith Law Group, PLLC

Business Mailing Address
4320 196th St. SW B-712
Lynnwood, WA  98036
Phone/Fax: (425) 822-6311

Office locations in: Arlington, Bellevue, Bothell, Everett, Kirkland, Lynnwood, Mt. Vernon, Renton, downtown Seattle


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