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<DIV style="FONT-SIZE: 12pt; FONT-FAMILY: 'Calibri'; COLOR: #000000">
<DIV>I have a standard paragraph in most wills I prepare that says that the
insurance follows the specific gifts.</DIV>
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style='FONT-SIZE: small; TEXT-DECORATION: none; FONT-FAMILY: "Calibri"; FONT-WEIGHT: normal; COLOR: #000000; FONT-STYLE: normal; DISPLAY: inline'>
<DIV style="FONT: 10pt tahoma">
<DIV> </DIV>
<DIV style="BACKGROUND: #f5f5f5">
<DIV style="font-color: black"><B>From:</B> <A title=spencer@davidspencerlaw.com
href="mailto:spencer@davidspencerlaw.com">David Spencer</A> </DIV>
<DIV><B>Sent:</B> Friday, January 08, 2016 8:48 AM</DIV>
<DIV><B>To:</B> <A title=wsbapt@lists.wsbarppt.com
href="mailto:wsbapt@lists.wsbarppt.com">'WSBA Probate & Trust Listserv'</A>
</DIV>
<DIV><B>Subject:</B> Re: [WSBAPT] Ademption by Extinction</DIV></DIV></DIV>
<DIV> </DIV></DIV>
<DIV
style='FONT-SIZE: small; TEXT-DECORATION: none; FONT-FAMILY: "Calibri"; FONT-WEIGHT: normal; COLOR: #000000; FONT-STYLE: normal; DISPLAY: inline'>
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<P class=MsoNormal><SPAN style="COLOR: #1f497d">Thanks, Eric. Glad to know
I didn’t miss anything obvious in my research!<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="COLOR: #1f497d"><o:p></o:p></SPAN> </P>
<DIV>
<P class=MsoNormal><SPAN style="COLOR: #1f497d">David D.
Spencer<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="COLOR: #1f497d">Attorney at
Law<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="COLOR: #1f497d">1621 Lake Mount
Drive<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="COLOR: #1f497d">Snohomish, WA
98290<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN lang=FR style="COLOR: #1f497d">T 206.650.7048 or
360.862.9101<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN lang=FR style="COLOR: #1f497d">F
206.508.3999<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="COLOR: #1f497d"><A
href="mailto:spencer@davidspencerlaw.com"><SPAN lang=FR
style="COLOR: blue">spencer@davidspencerlaw.com</SPAN></A></SPAN><SPAN lang=FR
style="COLOR: #1f497d"><o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="COLOR: #1f497d"><A
href="mailto:spencerlaw@hotmail.com"><SPAN lang=FR
style="COLOR: blue">spencerlaw@hotmail.com</SPAN></A></SPAN><SPAN lang=FR
style="COLOR: #1f497d"><o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="COLOR: #1f497d"><A
href="http://www.davidspencerlaw.com/"><SPAN lang=FR
style="COLOR: blue">www.davidspencerlaw.com</SPAN></A></SPAN><SPAN
style="COLOR: #1f497d"> <SPAN lang=FR><o:p></o:p></SPAN></SPAN></P>
<P class=MsoNormal><SPAN lang=FR
style="COLOR: #1f497d"><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN style="COLOR: #1f497d">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. If you properly
received this e-mail as a client or retained expert, please hold it in
confidence to protect the attorney-client or work product privileges. Should the
intended recipient forward or disclose this message to another person or party,
that action could constitute a waiver of the attorney-client privilege. If the
reader of this message is not the intended recipient, or the agent responsible
to deliver it to the intended recipient, you are hereby notified that any
review, dissemination, distribution or copying of this communication is
prohibited by the sender and to do so might constitute a violation of the
Electronic Communications Privacy Act, 18 U.S.C. section 2510-2521. If this
communication was received in error we apologize for the intrusion. Please
notify us by reply e-mail and delete the original message without reading same.
Nothing in this e-mail message shall, in and of itself, create an
attorney-client relationship with the
sender.<BR><BR><BR><o:p></o:p></SPAN></P></DIV>
<P class=MsoNormal><SPAN style="COLOR: #1f497d"><o:p></o:p></SPAN> </P>
<DIV>
<DIV
style="BORDER-TOP: #b5c4df 1pt solid; BORDER-RIGHT: medium none; BORDER-BOTTOM: medium none; PADDING-BOTTOM: 0in; PADDING-TOP: 3pt; PADDING-LEFT: 0in; BORDER-LEFT: medium none; PADDING-RIGHT: 0in">
<P class=MsoNormal><B><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Tahoma","sans-serif"'>From:</SPAN></B><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Tahoma","sans-serif"'>
wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<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<o:p></o:p></SPAN></P></DIV></DIV>
<P class=MsoNormal><o:p></o:p> </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.<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 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"><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">Sincerely,<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">Eric<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">Eric C.
Nelsen<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="COLOR: #1f497d">SAYRE LAW OFFICES,
PLLC<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="COLOR: #1f497d">1320 University
St<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="COLOR: #1f497d">Seattle WA
98101-2837<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="COLOR: #1f497d">phone
206-625-0092<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="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>
<DIV>
<DIV
style="BORDER-TOP: #b5c4df 1pt solid; BORDER-RIGHT: medium none; BORDER-BOTTOM: medium none; PADDING-BOTTOM: 0in; PADDING-TOP: 3pt; PADDING-LEFT: 0in; BORDER-LEFT: medium none; PADDING-RIGHT: 0in">
<P class=MsoNormal><B><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Tahoma","sans-serif"'>From:</SPAN></B><SPAN
style='FONT-SIZE: 10pt; 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<o:p></o:p></SPAN></P></DIV></DIV>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal>Dear Forum Members:<o:p></o:p></P>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal>I am seeking Washington authority on these facts:
<o:p></o:p></P>
<P class=MsoNormal><o:p></o:p> </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. <o:p></o:p></P>
<P class=MsoNormal><o:p></o:p> </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.<o:p></o:p></P>
<P class=MsoNormal><o:p></o:p> </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).<o:p></o:p></P>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal>Thanks for any information you may provide.<o:p></o:p></P>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal>David D. Spencer<o:p></o:p></P>
<P class=MsoNormal>Attorney at Law<o:p></o:p></P>
<P class=MsoNormal>1621 Lake Mount Drive<o:p></o:p></P>
<P class=MsoNormal>Snohomish, WA 98290<o:p></o:p></P>
<P class=MsoNormal><SPAN lang=FR>T 206.650.7048 or
360.862.9101<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN lang=FR>F 206.508.3999<o:p></o:p></SPAN></P>
<P class=MsoNormal><A href="mailto:spencer@davidspencerlaw.com"><SPAN
lang=FR>spencer@davidspencerlaw.com</SPAN></A><SPAN
lang=FR><o:p></o:p></SPAN></P>
<P class=MsoNormal><A href="mailto:spencerlaw@hotmail.com"><SPAN
lang=FR>spencerlaw@hotmail.com</SPAN></A><SPAN lang=FR><o:p></o:p></SPAN></P>
<P class=MsoNormal><A href="http://www.davidspencerlaw.com/"><SPAN
lang=FR>www.davidspencerlaw.com</SPAN></A> <SPAN lang=FR><o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN lang=FR><o:p></o:p></SPAN> </P>
<P class=MsoNormal style="MARGIN-BOTTOM: 12pt">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. If you properly
received this e-mail as a client or retained expert, please hold it in
confidence to protect the attorney-client or work product privileges. Should the
intended recipient forward or disclose this message to another person or party,
that action could constitute a waiver of the attorney-client privilege. If the
reader of this message is not the intended recipient, or the agent responsible
to deliver it to the intended recipient, you are hereby notified that any
review, dissemination, distribution or copying of this communication is
prohibited by the sender and to do so might constitute a violation of the
Electronic Communications Privacy Act, 18 U.S.C. section 2510-2521. If this
communication was received in error we apologize for the intrusion. Please
notify us by reply e-mail and delete the original message without reading same.
Nothing in this e-mail message shall, in and of itself, create an
attorney-client relationship with the sender.<o:p></o:p></P>
<P class=MsoNormal><o:p></o:p> </P></DIV>
<P>
<HR>
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