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The thing is, it is not really Mom's intent, it is the son's. He
inherited, and he could have made a Will giving it to anyone he
wanted, including his brother, or a drug addled girlfriend. If he
did not then his beneficiary is his father. Mom's intent is really
pretty irrelevant, it seems to me, and it is really a stretch to
allow her to reach so far from the grave.<br>
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<p class="MsoNormal">Very Truly Yours,</p>
<p class="MsoNormal">Robert R. Cole</p>
<p class="MsoNormal">Law Office of Cole & Gilday, P.C. </p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">10101 - 270th St. NW </p>
<p class="MsoNormal">P.O. Box 249 </p>
<p class="MsoNormal">Stanwood, WA 98292 </p>
<p class="MsoNormal">(360) 629-2900 (Telephone) </p>
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<div class="moz-cite-prefix">On 7/20/2015 5:42 PM, Jill H. Sasser
wrote:<br>
</div>
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<p class="MsoNormal"><span style="color:#1F497D">I agree with
Eric’s response. However, one possible option I can think
of is a TEDRA action pursuant to RCW 11.96A.125—judicial
reformation of will pursuant to mistake of law or fact (the
decedent did not understand that his ex-wife could be a
potential beneficiary of his estate). Would the drafting
attorney be willing to support the action with a declaration
stating that the decedent did not intend for his ex-spouse
to receive the property, and the decedent did not
contemplate the possibility that a son could survive him
without issue or that his ex-wife could be his beneficiary?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">I think this is
a real long-shot, but it’s possible you might reach a
settlement in mediation, or get a default, or get a creative
judge?
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">This of course
assumes that living son is willing to essentially sue to
disinherit his mother (I am assuming the sons had the same
mom, which may be wrong), which he may not want to do. Has
son asked his mother if she will disclaim, per Heather’s
suggestion?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Good luck!<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Jill<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span
style="font-size:12.0pt;color:#3D3E40">Jill H.
Sasser | Attorney at Law<br>
</span><span style="font-size:10.0pt;color:#3D3E40"><img
id="Picture_x0020_1"
src="cid:part1.07030708.07000609@stanwoodlaw.net"
alt="Landerholm Logo" height="45" width="206"><br>
805 Broadway Street, Suite 1000</span><span
style="font-size:12.0pt;font-family:"Times New
Roman","serif";color:#1F497D"><o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-size:10.0pt;color:#3D3E40">P.O. Box 1086<br>
Vancouver, WA 98666-1086<br>
</span><span style="font-size:10.0pt;color:#F37421">T:
360-696-3312 | F: 360-696-2122<br>
</span><span style="font-size:12.0pt;font-family:"Times
New Roman","serif";color:#1F497D"><a
moz-do-not-send="true" href="http://www.landerholm.com/"><span
style="font-size:10.0pt;font-family:"Calibri","sans-serif";color:#F3711D;text-decoration:none">www.landerholm.com</span></a></span><span
style="font-size:10.0pt;color:#1F497D">
</span><span style="font-size:12.0pt;font-family:"Times
New Roman","serif";color:#1F497D"><o:p></o:p></span></p>
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<p class="MsoNormal"><b><span
style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span
style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">
<a class="moz-txt-link-abbreviated" href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>
[<a class="moz-txt-link-freetext" href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Eric Nelsen<br>
<b>Sent:</b> Monday, July 20, 2015 4:59 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> Re: [WSBAPT] X-Spouse as unintended
direct beneficiary<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">Sounds like my
suggestions won't work since the Will isn't ambiguous. Since
the first son survived by 40 days, that pretty clearly means
the first son inherits half the residue. Therefore, half of
T's residue is distributable to first son's Estate, and
passes by intestacy to first son's heirs (this is, to his
father).<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Regrettable but
unavoidable I think. If the plan language of the Will
doesn't provide a longer minimum survival period, then I
don't see a way to challenge the Will based on Testator's
intent. Might be able to find a theory that passes CR 11
standard, but it's not likely to be a win.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span
style="font-size:12.0pt;color:#1F497D">Sincerely,<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-size:12.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span
style="font-size:12.0pt;color:#1F497D">Eric<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-size:12.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span
style="font-size:12.0pt;color:#1F497D">Eric C. Nelsen<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-size:12.0pt;color:#1F497D">SAYRE LAW OFFICES,
PLLC<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-size:12.0pt;color:#1F497D">1320 University St<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-size:12.0pt;color:#1F497D">Seattle WA
98101-2837<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-size:12.0pt;color:#1F497D">phone 206-625-0092<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-size:12.0pt;color:#1F497D">fax 206-625-9040<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<div>
<div style="border:none;border-top:solid #B5C4DF
1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b><span
style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span
style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">
<a moz-do-not-send="true"
href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>
[<a moz-do-not-send="true"
href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Matt Johnson<br>
<b>Sent:</b> Monday, July 20, 2015 4:39 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> Re: [WSBAPT] X-Spouse as unintended
direct beneficiary<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">I apologize for
the lack of clarity, I hope this helps. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Both sons
survived beyond the 120 hr limitation. One son died approx.
40 days after T, the other son is still living.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">T’s will
specifically bequested the bulk of T’s estate to the still
living son. The Will’s residuary clause leaves T’s estate to
both, if both survive T. If a son did not survive T, the
deceased son’s share would go to the deceased son’s issue,
if deceased son had no issue then the deceased son’s share
would lapse and merge into the living son’s share leaving
the living son as the sole beneficiary.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">I don’t think
the will is ambiguous, I do think it failed to embody T’s
intent by not addressing what was an unlikely event. The
reality of the natural construction is the absurd result
that the former spouse shares directly in T’s estate, albeit
indirectly through the deceased’s sons estate. I think this
construction misses the testator’s intent. It is my
understanding that the courts paramount obligation is to
determine T’s intent and to give it effect, and the rules of
construction prohibiting extrinsic evidence from being
admitted where a will is unambiguous are “subordinate” to
that obligation.
<i>In re Riemcke’s Estate</i>, 80 Wn.2d 722, 727 (1972). <o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Regards,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal" style="background:white"><b><span
style="color:#1F497D">Matthew R. Johnson|</span></b><b><span
style="font-size:14.0pt;color:#1F497D"> </span><span
style="color:#1F497D">Attorney at Law</span></b><span
style="color:#222222"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span
style="color:#1F497D">Gravis Law, PLLC<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span
style="color:#1F497D">P.O. Box 182 | 350 E. Main St.
<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span
style="color:#1F497D">Dayton, WA 99328</span><span
style="color:#222222"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span
style="color:#1F497D">509-382-2030 (office)<br>
509-952-2947 (cell)</span><span style="color:#222222"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><u><span
style="color:#0563C1"><a moz-do-not-send="true"
href="https://www.gravislaw.com/" target="_blank"><span
style="color:blue">Website </span></a></span></u><span
style="color:#1F497D">- <a moz-do-not-send="true"
href="https://www.linkedin.com/pub/matthew-r-johnson/2b/997/87a"
target="_blank">LinkedIn</a></span><span
style="color:#222222"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span
style="color:#1F497D"> </span><span style="color:#222222"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span
style="color:#1F497D">NOTICE: This email (including any
attachments) is covered by the Electronic Communications
Privacy Act (EPCA), 18 U.S.C., Sec. 2510 - 2522, is
confidential and privileged. This email is solely for the
personal and confidential use of the recipient(s) named
above. Receipt by anyone other than the individual
recipient(s) is NOT a waiver of attorney-client
privilege. Any violation of the ECPA is subject to the
penalties stated therein. If you have received this
message in error, please notify me immediately by reply
e-mail to </span><u><span
style="color:#222222;background:#FFFFCC"><a
moz-do-not-send="true"
href="mailto:matt@gravislaw.com"><span
style="color:blue">matt@gravislaw.com</span></a></span></u><span
style="color:#1F497D"> and immediately delete the original
message.</span><span style="color:#222222"><o:p></o:p></span></p>
</div>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<div>
<div style="border:none;border-top:solid #E1E1E1
1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> <a moz-do-not-send="true"
href="mailto:wsbapt-bounces@lists.wsbarppt.com">
wsbapt-bounces@lists.wsbarppt.com</a> [<a
moz-do-not-send="true"
href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Eric Nelsen<br>
<b>Sent:</b> Monday, July 20, 2015 3:52 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> Re: [WSBAPT] X-Spouse as unintended direct
beneficiary<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="color:#1F497D">I'm not sure I
follow the scenario, but I'm guessing:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">T and ex-spouse
had two sons. First son predeceased T without issue. Second
son did in fact survive T long enough to inherit but died
shortly thereafter. So, it's really the son's Estate
distribution we are talking about now: and the son's sole
heir by intestacy is his surviving parent, T's ex-spouse.
Son has no living issue so parents inherit.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">If that's the
case, then it is what it is and ex-spouse inherits. The
problem is the Will that contains "if son survives" language
but didn't specify a long enough time period for survival to
make it emotionally "valid" that the son did in fact survive
to inherit T's estate.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Possible
avenues to challenge:<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Does language
of the Will clearly avoid the 120-hour survival requirement
under RCW 11.05A -- see .060(2). If in fact the son died
within 120 hours such that it might make a difference.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Can you make an
argument under the totality of the Will provisions that the
intent of the Testator -- T -- would be to prefer intestacy
to T's heirs, as opposed to intestacy as to T's son's heirs.
This is really only feasible if the Will language is
sufficiently ambiguous.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D">Other than
that, I got nothin'.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span
style="font-size:12.0pt;color:#1F497D">Sincerely,<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-size:12.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span
style="font-size:12.0pt;color:#1F497D">Eric<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-size:12.0pt;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span
style="font-size:12.0pt;color:#1F497D">Eric C. Nelsen<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-size:12.0pt;color:#1F497D">SAYRE LAW OFFICES,
PLLC<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-size:12.0pt;color:#1F497D">1320 University St<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-size:12.0pt;color:#1F497D">Seattle WA
98101-2837<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-size:12.0pt;color:#1F497D">phone 206-625-0092<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="font-size:12.0pt;color:#1F497D">fax 206-625-9040<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:#1F497D"><o:p> </o:p></span></p>
<div>
<div style="border:none;border-top:solid #B5C4DF
1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b><span
style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span
style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">
<a moz-do-not-send="true"
href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>
[<a moz-do-not-send="true"
href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Matt Johnson<br>
<b>Sent:</b> Monday, July 20, 2015 3:09 PM<br>
<b>To:</b> <a moz-do-not-send="true"
href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br>
<b>Subject:</b> [WSBAPT] X-Spouse as unintended direct
beneficiary<o:p></o:p></span></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The situation:<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Divorced T died leaving entire estate two
T’s two sons on the conditioned that they survive T. If either
son predeceased T without issue, that son’s gift shall lapse
and all interest shall go to the surviving son.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">One son technically survived T, but died
intestate shortly thereafter with no issue and no spouse. The
result is T’s x-spouse is now substituted in the deceased
son’s place as the sole beneficiary of his estate. The
language of T’s will strongly indicates no intention to give
anything to T’s x-spouse, and although x-spouse is not
technically a direct beneficiary that is the reality of the
situation.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Question: <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I can’t seem to find any authority in any
state directly on point. If anyone has come across a similar
situation or could point me in a direction, I would greatly
appreciate it.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Regards,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal" style="background:white"><b><span
style="color:#1F497D">Matthew R. Johnson|</span></b><b><span
style="font-size:14.0pt;color:#1F497D"> </span><span
style="color:#1F497D">Attorney at Law</span></b><span
style="color:#222222"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span
style="color:#1F497D">Gravis Law, PLLC<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span
style="color:#1F497D">P.O. Box 182 | 350 E. Main St.
<o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span
style="color:#1F497D">Dayton, WA 99328</span><span
style="color:#222222"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span
style="color:#1F497D">509-382-2030 (office)<br>
509-952-2947 (cell)</span><span style="color:#222222"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><u><span
style="color:#0563C1"><a moz-do-not-send="true"
href="https://www.gravislaw.com/" target="_blank"><span
style="color:blue">Website </span></a></span></u><span
style="color:#1F497D">- <a moz-do-not-send="true"
href="https://www.linkedin.com/pub/matthew-r-johnson/2b/997/87a"
target="_blank">LinkedIn</a></span><span
style="color:#222222"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span
style="color:#1F497D"> </span><span style="color:#222222"><o:p></o:p></span></p>
<p class="MsoNormal" style="background:white"><span
style="color:#1F497D">NOTICE: This email (including any
attachments) is covered by the Electronic Communications
Privacy Act (EPCA), 18 U.S.C., Sec. 2510 - 2522, is
confidential and privileged. This email is solely for the
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above. Receipt by anyone other than the individual
recipient(s) is NOT a waiver of attorney-client privilege.
Any violation of the ECPA is subject to the penalties stated
therein. If you have received this message in error, please
notify me immediately by reply e-mail to </span><u><span
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style="color:blue">matt@gravislaw.com</span></a></span></u><span
style="color:#1F497D"> and immediately delete the original
message.</span><span style="color:#222222"><o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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