<div dir="ltr">I'm hoping to get a TEDRA agreement</div><div class="gmail_extra"><br><div class="gmail_quote">On Fri, Oct 2, 2015 at 11:24 AM, John Creahan <span dir="ltr"><<a href="mailto:john@cairn-law.com" target="_blank">john@cairn-law.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
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<p class="MsoNormal"><span style="color:#595959">I agree with Eric on the interpretation of the law. Do the parties agree on how they would like the house to be distributed?<u></u><u></u></span></p>
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<p class="MsoNormal"><span style="font-size:14.0pt;font-family:"Tw Cen MT",sans-serif;color:#595959">John Creahan</span><span style="font-family:"Tw Cen MT",sans-serif;color:#595959"><u></u><u></u></span></p>
<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-family:"Tw Cen MT",sans-serif;color:#595959"><a href="tel:206-621-5848" value="+12066215848" target="_blank">206-621-5848</a><br>
<a href="http://www.cairn-law.com/" target="_blank"><span style="color:#595959">www.cairn-law.com</span></a></span><span style="font-family:"Tw Cen MT",sans-serif;color:#4f6228"><u></u><u></u></span></p>
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<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>
[mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>] <b>On Behalf Of </b>Jayne Gilbert<br>
<b>Sent:</b> Friday, October 2, 2015 11:14 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com" target="_blank">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b> Re: [WSBAPT] Disclaimer-Anti-Lapse<u></u><u></u></span></p><div><div class="h5">
<p class="MsoNormal"><u></u> <u></u></p>
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<p class="MsoNormal">Thank you that was essentially my question class gift or residue My instinct says residue, but I've turned my head around thinking on this Will probably do TEDRA agreement<u></u><u></u></p>
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<p class="MsoNormal">On Fri, Oct 2, 2015 at 10:44 AM, Eric Nelsen <<a href="mailto:Eric@sayrelawoffices.com" target="_blank">Eric@sayrelawoffices.com</a>> wrote:<u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">Jayne--I started to answer quickly, then discovered it's more difficult than I thought. I do think
the exact language of the bequest is critical, because determination of whether the gift is or is not a class gift resolves the question.</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d"> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">If Jeb disclaims, he's considered to have predeceased the decedent, per
<a href="http://app.leg.wa.gov/rcw/default.aspx?cite=11.86&full=true#11.86.041" target="_blank">
11.86.041(1)</a>. So your question is I think, what's the interpretation of the gift of the home between (a) class gift and (b) antilapse statute,
<a href="http://app.leg.wa.gov/rcw/default.aspx?cite=11.12.110" target="_blank">RCW 11.12.110</a>. But if uncle has no issue, then antilapse is irrelevant--it can only preserve uncle's share for his (non-existent) lineal descendants.</span><u></u><u></u></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1f497d">So: Is this language a class gift, or no?
<u>See</u> <u>Peck v. Peck</u>, 76 Wash. 548, 552, 137 P. 137 (1913). I don't think it is, which means that Jeb's one-half share falls to the residue clause of the Will or, if none, passes by laws of intestacy.
<u>See</u> <u>In re Sims' Estate</u>, 39 Wn.2d 288, 235 P.2d 204 (1951); <u>See generally</u> 6 William H. Page, PAGE ON THE LAW OF WILLS ch. 50 (2003 ed.); Thomas E. Atkinson, HANDBOOK ON THE LAW OF WILLS §140 (2d ed. 1953).</span><u></u><u></u></p>
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<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1f497d">Sincerely,</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1f497d"> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1f497d">Eric</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1f497d"> </span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1f497d">Eric C. Nelsen</span><u></u><u></u></p>
<p class="MsoNormal"><span style="font-family:"Calibri",sans-serif;color:#1f497d">SAYRE LAW OFFICES, PLLC</span><u></u><u></u></p>
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<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 href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com" target="_blank">wsbapt-bounces@lists.wsbarppt.com</a>]
<b>On Behalf Of </b>Jayne Gilbert<br>
<b>Sent:</b> Friday, October 02, 2015 9:44 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv<br>
<b>Subject:</b> Re: [WSBAPT] Disclaimer-Anti-Lapse</span><u></u><u></u></p>
<p class="MsoNormal"> <u></u><u></u></p>
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<p class="MsoNormal"> <u>Article Six</u><u></u><u></u></p>
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<p class="MsoNormal"> Specific Bequests of Property<u></u><u></u></p>
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<p class="MsoNormal">1. To my son Jeb my burial plots at XYZ;<u></u><u></u></p>
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<p class="MsoNormal">2. To my son Jeb and Ted my home @ ABC; and<u></u><u></u></p>
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<p class="MsoNormal">3. To my daughters Jane and Mary the contents of my home.<u></u><u></u></p>
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<p class="MsoNormal">* Ted is a Grandchild<u></u><u></u></p>
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<p class="MsoNormal"> <u></u><u></u></p>
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<p class="MsoNormal">On Thu, Oct 1, 2015 at 8:36 PM, Katharine P. Bauer <<a href="mailto:kpb@bpblegal.com" target="_blank">kpb@bpblegal.com</a>> wrote:<u></u><u></u></p>
<p>What is the actual bequest language?<u></u><u></u></p>
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<p class="MsoNormal">On Oct 1, 2015 7:25 PM, "Jayne Gilbert" <<a href="mailto:jgilbertatty@gmail.com" target="_blank">jgilbertatty@gmail.com</a>> wrote:<u></u><u></u></p>
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<p class="MsoNormal">Mother/Grandmother Dies Testate<u></u><u></u></p>
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<p class="MsoNormal"> <u></u><u></u></p>
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<p class="MsoNormal">Under an Article entitled "Specific Gifts" An uncle and nephew are given a house. <u></u><u></u></p>
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<p class="MsoNormal"> <u></u><u></u></p>
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<p class="MsoNormal">The uncle disclaims. <u></u><u></u></p>
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<p class="MsoNormal"> <u></u><u></u></p>
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<p class="MsoNormal">The uncle has no issue <u></u><u></u></p>
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<p class="MsoNormal">QP: Does the Uncle's 1/2 interest go by way of the ante lapse statute or does the nephew inherit the house?<br clear="all">
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<p class="MsoNormal">Jayne Marsh Gilbert<u></u><u></u></p>
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<p class="MsoNormal">Gilbert and Gilbert Lawyers, PS<u></u><u></u></p>
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