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--></style></head><body lang="EN-US" link="blue" vlink="purple"><div class="WordSection1"><p class="MsoNormal"><span style="color:#1f497d">Your research should begin with ERISA, joint and several survivor benefits. The court cases have found that ERISA overrides state law and provides that unless the new spouse has signed a waiver of benefits, the new spouse is entitled to the account.</span></p><p class="MsoNormal"><span style="color:#1f497d"> </span></p><p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#500050">Sincerely,</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#500050"><br></span><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#3333ff"><br></span></b><b><span style="font-size:13.5pt;font-family:"Lucida Handwriting";color:#3333ff">Chris J. Moore</span></b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#500050"><br></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#500050">Christopher J. Moore, JD, CPA, AEP<sup>®</sup>, EPLS*</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#500050"><br></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#500050">Creason, Moore, Dokken & Geidl, PLLC</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#500050"><br></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#500050">Lawyers</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#500050"><br></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#500050">1219 Idaho Street, POB 835</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#500050"><br></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#500050">Lewiston, Idaho 83501-0835</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#500050"><br></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#500050">Phone: 208-743-1516; Fax: 208-746-2231</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#500050"><br></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#500050">Website: </span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#1f497d"><a href="http://www.cmd-law.com/" target="_blank"><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#1155cc">www.cmd-law.com</span></a></span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#500050"><br><br></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#500050">*Certified as an Estate Planning Law Specialist by the Estate Law Specialist Board, Inc., the only estate planning certification entity approved by both the American Bar Association and the Idaho State Bar Association.</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#500050"><br></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#500050">_______________________________________________</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#500050"><br></span><b><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#17365d">-- Note -- </span></b><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#17365d">The information contained in this e-mail transmission is confidential and may also be a legally privileged communication. This information is intended for the exclusive and private use of the addressee(s). If you are not the intended recipient, you are hereby notified that any use, disclosure, dissemination, distribution (other than to the addressee(s)), copying or taking any action because of this information is strictly prohibited. If you have received this e-mail in error, please notify the sender immediately. Thank you.</span><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:#17365d"><br></span><span style="font-size:10.0pt;font-family:"Verdana",sans-serif;color:#17365d">~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~</span><span style="color:#1f497d"></span></p><p class="MsoNormal"><span style="color:#1f497d"> </span></p><p class="MsoNormal"><span style="color:#1f497d"> </span></p><p class="MsoNormal"><span style="color:#1f497d"> </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 href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [mailto:<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>] <b>On Behalf Of </b>James B. Dolan<br><b>Sent:</b> Friday, January 08, 2016 1:17 PM<br><b>To:</b> 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br><b>Subject:</b> [WSBAPT] PERS Pension Benefits to Spouse?</p></div></div><p class="MsoNormal"> </p><p class="MsoNormal"><span style="color:#1f497d">Former client, now deceased, was a state employee for 15 years before passing away rather suddenly. He listed his former girlfriend/partner as Beneficiary of his DRA pension. He was aware of this designation long after they broke off their relationship, and they remained friends.</span></p><p class="MsoNormal"><span style="color:#1f497d"> </span></p><p class="MsoNormal"><span style="color:#1f497d">He married another woman six weeks before he died. In a conversation with DRS, the Personal Rep was informed that <u>all</u> of the funds remaining in decedent’s pension go to the new spouse, regardless of the Beneficiary designation to former girlfriend. </span></p><p class="MsoNormal"><span style="color:#1f497d"> </span></p><p class="MsoNormal"><span style="color:#1f497d">Before I engage in the research and / or call DRS to discuss, has anyone else ever dealt with a similar scenario or is anyone aware of RCW or WAC related to this issue? As the current Personal Rep, my client does not have a dog in this potential dispute, however, the result seems inequitable to me.</span></p><p class="MsoNormal"><span style="color:#1f497d"> </span></p><p class="MsoNormal"><span style="color:#1f497d">FYI: the decedent did make changes to the beneficiary designation on his IRA, from former girlfriend to current spouse. He did not change his Will to include his new spouse, so she is claiming one half of his separate property as an omitted spouse.</span></p><p class="MsoNormal"><span style="color:#1f497d"> </span></p><p class="MsoNormal"><span style="color:#1f497d">Any thoughts appreciated.</span></p><p class="MsoNormal"><span style="color:#1f497d"> </span></p><p class="MsoNormal"><span style="color:#1f497d">Jim Dolan</span></p><p class="MsoNormal"><span style="color:#1f497d"> </span></p><p class="MsoNormal"><span style="font-size:12.0pt;color:#1f497d">===================</span></p><p class="MsoNormal"><span style="font-size:12.0pt;color:#1f497d"> </span></p><p class="MsoNormal"><b><span style="font-size:12.0pt;color:#1f497d">Jones Butler Dolan, PS</span></b></p><p class="MsoNormal"><u><span style="font-size:12.0pt;color:#1f497d"><a href="http://www.jbdolan.com">www.jbdolan.com</a></span></u></p><p class="MsoNormal"><u><span style="font-size:12.0pt;color:#1f497d"><a href="http://www.jonesbutlerdolan.com">www.jonesbutlerdolan.com</a></span></u></p><p class="MsoNormal"><u><span style="font-size:12.0pt;color:#1f497d"><span style="text-decoration:none"> </span></span></u></p><p class="MsoNormal"><u><span style="font-size:12.0pt;color:#1f497d">Mount Vernon</span></u></p><p class="MsoNormal"><span style="font-size:12.0pt;color:#1f497d"> </span></p><p class="MsoNormal"><span style="font-size:12.0pt;color:#1f497d">P.O. Box 2784</span></p><p class="MsoNormal"><span style="font-size:12.0pt;color:#1f497d">415 Pine Street </span></p><p class="MsoNormal"><span style="font-size:12.0pt;color:#1f497d">Mount Vernon, WA 98273</span></p><p class="MsoNormal"><span style="font-size:12.0pt;color:#1f497d">Telephone: 360-336-2939</span></p><p class="MsoNormal"><span style="font-size:12.0pt;color:#1f497d">Facsimile: 360-336-2949</span></p><p class="MsoNormal"><span style="font-size:12.0pt;color:#1f497d"> </span></p><p class="MsoNormal"><u><span style="font-size:12.0pt;color:#1f497d">Stanwood</span></u></p><p class="MsoNormal"><u><span style="font-size:12.0pt;color:#1f497d"><span style="text-decoration:none"> </span></span></u></p><p class="MsoNormal"><span style="font-size:12.0pt;color:#1f497d">P.O. Box 458</span></p><p class="MsoNormal"><span style="font-size:12.0pt;color:#1f497d">10027 - 269th Place NW (SR 532)</span></p><p class="MsoNormal"><span style="font-size:12.0pt;color:#1f497d">Stanwood, WA 98292</span></p><p class="MsoNormal"><span style="font-size:12.0pt;color:#1f497d">Telephone: 360-629-3833</span></p><p class="MsoNormal"><span style="font-size:12.0pt;color:#1f497d">Facsimile: 360-629-6253</span></p><p class="MsoNormal"><u><span style="color:#1f497d"><span style="text-decoration:none"> </span></span></u></p><p class="MsoNormal"><span style="color:#1f497d"> </span></p><p class="MsoNormal"><span style="color:#1f497d"> </span></p><p class="MsoNormal"><span style="color:#1f497d"> </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 href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a 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> Thursday, January 07, 2016 4:57 PM<br><b>To:</b> WSBA Probate & Trust Listserv<br><b>Subject:</b> Re: [WSBAPT] Ademption by Extinction</span></p></div></div><p class="MsoNormal"> </p><p class="MsoNormal"><span style="color:#1f497d">Several of us on the listserv were on a legislative subcommittee last year, looking at this issue. Currently the ademption rules in Washington are up in the air – no real Washington case law, so would have to fall back on persuasive common-law authority from other jurisdictions.</span></p><p class="MsoNormal"><span style="color:#1f497d"> </span></p><p class="MsoNormal"><span style="color:#1f497d">I would look at Am.Jur. or C.J.S., but off the top of my head I think the best result here is that the insurance proceeds should go to the recipient of the coin collection. The fact that the collection was stolen rather than voluntarily disposed of by the testator, and that the insurance proceeds are completely identifiable because they have not yet been paid, makes the tracing from coin collection to insurance proceeds quite simple. Giving the proceeds to the specific beneficiary does not diminish the Estate that goes to other beneficiaries, or alter the testator's estate planning in any fashion. Therefore, giving the proceeds to the beneficiary comes closest to honoring the testator's intent.</span> <span style="color:#1f497d"></span></p><p class="MsoNormal"><span style="color:#1f497d"> </span></p><p class="MsoNormal"><span style="color:#1f497d">Sincerely,</span></p><p class="MsoNormal"><span style="color:#1f497d"> </span></p><p class="MsoNormal"><span style="color:#1f497d">Eric</span></p><p class="MsoNormal"><span style="color:#1f497d"> </span></p><p class="MsoNormal"><span style="color:#1f497d">Eric C. Nelsen</span></p><p class="MsoNormal"><span style="color:#1f497d">SAYRE LAW OFFICES, PLLC</span></p><p class="MsoNormal"><span style="color:#1f497d">1320 University St</span></p><p class="MsoNormal"><span style="color:#1f497d">Seattle WA 98101-2837</span></p><p class="MsoNormal"><span style="color:#1f497d">phone 206-625-0092</span></p><p class="MsoNormal"><span style="color:#1f497d">fax 206-625-9040</span></p><p class="MsoNormal"><span style="color:#1f497d"> </span></p><p class="MsoNormal"><span style="color:#1f497d"> </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 href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> [<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">mailto:wsbapt-bounces@lists.wsbarppt.com</a>] <b>On Behalf Of </b>David Spencer<br><b>Sent:</b> Thursday, January 07, 2016 4:37 PM<br><b>To:</b> <a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a><br><b>Subject:</b> [WSBAPT] Ademption by Extinction</span></p></div></div><p class="MsoNormal"> </p><p class="MsoNormal">Dear Forum Members:</p><p class="MsoNormal"> </p><p class="MsoNormal">I am seeking Washington authority on these facts: </p><p class="MsoNormal"> </p><p class="MsoNormal">Testator’s will makes specific gift of coin collection to devisee. Collection is stolen before Testator’s death but is insured. However, Testator dies without filing the insurance claim but Executor has now done so. Executor intends to give the insurance proceeds to the devisee of the collection. I have not seen the will but client is asking who gets the insurance money. </p><p class="MsoNormal"> </p><p class="MsoNormal">Reutlinger in Washington Law of Wills and Intestate Succession is a bit unclear to me as to whether Washington allows the specific devisee receive the insurance proceeds.</p><p class="MsoNormal"> </p><p class="MsoNormal">I’ve looked at the Washington ademption decisions and not found clear guidance. I am aware other states have statutes that would give the specific devisee the insurance proceeds (such as New York).</p><p class="MsoNormal"> </p><p class="MsoNormal">Thanks for any information you may provide.</p><p class="MsoNormal"> </p><p class="MsoNormal"> </p><p class="MsoNormal">David D. Spencer</p><p class="MsoNormal">Attorney at Law</p><p class="MsoNormal">1621 Lake Mount Drive</p><p class="MsoNormal">Snohomish, WA 98290</p><p class="MsoNormal"><span lang="FR">T 206.650.7048 or 360.862.9101</span></p><p class="MsoNormal"><span lang="FR">F 206.508.3999</span></p><p class="MsoNormal"><a href="mailto:spencer@davidspencerlaw.com"><span lang="FR">spencer@davidspencerlaw.com</span></a><span lang="FR"></span></p><p class="MsoNormal"><a href="mailto:spencerlaw@hotmail.com"><span lang="FR">spencerlaw@hotmail.com</span></a><span lang="FR"></span></p><p class="MsoNormal"><a href="http://www.davidspencerlaw.com/"><span lang="FR">www.davidspencerlaw.com</span></a> <span lang="FR"></span></p><p class="MsoNormal"><span lang="FR"> </span></p><p class="MsoNormal" style="margin-bottom:12.0pt">This e-mail is intended only for the individual(s) or entity(s) named within the message. This e-mail might contain legally privileged and confidential information. 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