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thank you John and Philip! your responses are helpful 😉 Kate</div>
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<div id="divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" color="#000000" style="font-size:11pt"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of John J. Sullivan, Esq. <sullaw@comcast.net><br>
<b>Sent:</b> Thursday, February 20, 2020 10:12 PM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Authority for reversion of (failed) trust assets to estate</font>
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<span style="font-size:11.0pt; font-family:"Calibri",sans-serif">I was thinking that since the PR represents the estate of the decedent, the nonjudicial TEDRA agreement would essentially revoke the trust, just as decedent would have if alive. Take the position
it was a mistake of fact or law to contribute assets to a broken trust in the first place.
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This reminds me of a case I was peripherally involved with Mary Anne Vance on, where the trust had a long list of specific bequests but completely lacked a residuary clause.
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<span style="font-size:11.0pt; font-family:"Calibri",sans-serif">John J. Sullivan</span></p>
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<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"> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Philip N. Jones<br>
<b>Sent:</b> Thursday, February 20, 2020 2:37 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Authority for reversion of (failed) trust assets to estate</span></p>
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<span style="font-size:11.0pt; font-family:"Calibri",sans-serif; color:#1F497D">If the trust is modified through a nonjudicial TEDRA agreement, to whom would the assets be distributed?</span></p>
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<span style="font-size:11.0pt; font-family:"Calibri",sans-serif; color:#1F497D">Phil Jones</span></p>
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<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">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Kate Love<br>
<b>Sent:</b> Thursday, February 20, 2020 12:37 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> Re: [WSBAPT] Authority for reversion of (failed) trust assets to estate</span></p>
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<span style="font-family:"Calibri",sans-serif; color:black">No beneficiary, no stated purpose and no successor trustee!</span></p>
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<span style="font-family:"Calibri",sans-serif; color:black">We think the lack of beneficiary was an error because the trust was an investment (pension plan) account agreement form; the beneficiary designation form was a separate form and probably never even
completed. </span></p>
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<span style="font-family:"Calibri",sans-serif; color:black">I don't think there was a valid trust because the decedent was both the sole trustee and sole beneficiary. But the current investment account custodian is refusing to transfer funds/recognize control
to anyone but a successor trustee and insists on a court order for anything else. </span></p>
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<span style="font-family:"Calibri",sans-serif; color:black">The account balance is large and I want to give the commissioner (snoco) something to hang her hat on if she is concerned (or if I have missed something) that the trust was/is valid.</span></p>
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<span style="font-family:"Calibri",sans-serif; color:black">After the email from Philip yesterday, I researched "trust" and "anti-lapse" together, I found some case authority that Wa courts apply anti-lapse to some trusts, and this helps because the will has
a residuary clause. </span></p>
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<span style="font-family:"Calibri",sans-serif; color:black">But I could well be missing something here and any other input from you or other wise listservers is greatly appreciated, </span></p>
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<span style="font-family:"Calibri",sans-serif; color:black">thank you John </span>
<span style="font-family:"Segoe UI Emoji",sans-serif; color:black">🙂</span><span style="font-family:"Calibri",sans-serif; color:black"></span></p>
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<b><span style="font-size:11.0pt; font-family:"Calibri",sans-serif; color:black">From:</span></b><span style="font-size:11.0pt; font-family:"Calibri",sans-serif; color:black">
<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> on behalf of John J. Sullivan, Esq. <<a href="mailto:sullaw@comcast.net">sullaw@comcast.net</a>><br>
<b>Sent:</b> Wednesday, February 19, 2020 9:45 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> Re: [WSBAPT] Authority for reversion of (failed) trust assets to estate</span>
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<span style="font-size:11.0pt; font-family:"Calibri",sans-serif">Kate:</span></p>
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<span style="font-size:11.0pt; font-family:"Calibri",sans-serif"> </span></p>
<p class="x_xmsonormal" style="margin: 0in 0in 0.0001pt; font-size: 12pt; font-family: "Times New Roman", serif;">
<span style="font-size:11.0pt; font-family:"Calibri",sans-serif">Lack of beneficiary or stated purpose?? Or there were beneficiaries but they’re all dead and there’s no saving clause?<br>
<br>
In either case, why can’t the PR of the Grantor’s estate and the Successor Trustee reform the trust with a nonjudicial TEDRA Agreement??</span></p>
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<span style="font-size:11.0pt; font-family:"Calibri",sans-serif"> </span></p>
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<span style="font-size:11.0pt; font-family:"Calibri",sans-serif">John J. Sullivan</span></p>
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<span style="font-size:11.0pt; font-family:"Calibri",sans-serif"> </span></p>
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<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">wsbapt-bounces@lists.wsbarppt.com</a> <<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>>
<b>On Behalf Of </b>Kate Love<br>
<b>Sent:</b> Wednesday, February 19, 2020 2:14 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] Authority for reversion of (failed) trust assets to estate</span></p>
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<span style="font-size:11.0pt; font-family:"Calibri",sans-serif"> </span></p>
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<span style="font-size:11.0pt; font-family:"Calibri",sans-serif">Hello listserv Elders (or betters
</span><span style="font-size:11.0pt; font-family:"Segoe UI Emoji",sans-serif">😉</span><span style="font-size:11.0pt; font-family:"Calibri",sans-serif">): can anyone provide authority for the reversion of trust property to an estate where a trust fails ?
Trust fails for lack of beneficiary or stated purpose of the trust, </span></p>
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<span style="font-size:11.0pt; font-family:"Calibri",sans-serif">Thank you! Kate</span></p>
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<span style="font-size:11.0pt; font-family:"Calibri",sans-serif"> </span></p>
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<span style="font-size:10.0pt; font-family:"Arial",sans-serif; color:navy"> </span><span style="font-size:11.0pt; font-family:"Calibri",sans-serif"></span></p>
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<span style="font-size:10.0pt; font-family:"Arial",sans-serif; color:navy"> </span><span style="font-size:11.0pt; font-family:"Calibri",sans-serif"></span></p>
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<span style="font-size:10.0pt; font-family:"Arial",sans-serif; color:navy">Kate F. Love
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<span style="font-size:10.0pt; font-family:"Arial",sans-serif; color:navy">WSBA No. 51314</span><span style="font-size:11.0pt; font-family:"Calibri",sans-serif"></span></p>
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