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<DIV dir=ltr>
<DIV style="FONT-SIZE: 14pt; FONT-FAMILY: 'Calibri'; COLOR: #000000">
<DIV><FONT size=4>Although this is not good authority, I just received a TOD
deed from an attorney in Indiana , dealing with Indiana real property, which
contained a 2 beneficiaries or the survivor of them if one does not survive
Grantor. FYI</FONT></DIV>
<DIV> </DIV>
<DIV style="FONT-SIZE: 14pt; FONT-FAMILY: 'Calibri'; COLOR: #000000">
<DIV dir=ltr>
<DIV style="FONT-SIZE: 14pt; FONT-FAMILY: 'Calibri'; COLOR: #000000">
<DIV><STRONG><SPAN style="FONT-SIZE: 18pt; COLOR: #004080">Joshua F.
Grant</SPAN></STRONG><SPAN style="COLOR: #004080"><BR></SPAN><SPAN
style="COLOR: black"><IMG title=advocates
style="BORDER-TOP: 0px; BORDER-RIGHT: 0px; BACKGROUND-IMAGE: none; BORDER-BOTTOM: 0px; PADDING-TOP: 0px; PADDING-LEFT: 0px; BORDER-LEFT: 0px; DISPLAY: inline; PADDING-RIGHT: 0px"
border=0 alt=advocates src="cid:9DDFCD6E32AE4A9B97A12BFF72779E6C@JoshPC"
width=207 height=43><BR></SPAN><SPAN style="FONT-SIZE: 11pt; COLOR: #004080">P.
O. Box 619<BR>Wilbur, WA 99185<BR>509 647 5578</SPAN><SPAN
style="COLOR: black"><o:p></o:p></SPAN></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'>
<DIV style="FONT: 10pt tahoma">
<DIV> </DIV>
<DIV style="BACKGROUND: #f5f5f5">
<DIV style="font-color: black"><B>From:</B> <A title=mike@winslegal.com>Mike
Winslow</A> </DIV>
<DIV><B>Sent:</B> Thursday, April 09, 2020 9:17 AM</DIV>
<DIV><B>To:</B> <A title=wsbapt@lists.wsbarppt.com>'WSBA Probate & Trust
Listserv'</A> </DIV>
<DIV><B>Subject:</B> Re: [WSBAPT] TOD alternate beneficiary?</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'>
<DIV class=WordSection1>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; COLOR: #1f497d; mso-bidi-font-family: "Times New Roman"; mso-bidi-font-size: 11.0pt; mso-ascii-font-family: calibri; mso-hansi-font-family: calibri'>The
author of the article, Al Falk, has been an active member of the RPPT committee
and is a past chair of the WSBA Tax committee.<SPAN
style="mso-tab-count: 1">
</SPAN>In addition, if memory serves, Al worked on the bill with the legislature
on behalf of WSBA. That is why he was asked to write on this topic for the
Newsletter.<o:p></o:p></SPAN></P>
<P class=MsoNormal
style="mso-margin-top-alt: auto; mso-margin-bottom-alt: auto; mso-outline-level: 3"><B><SPAN
style='FONT-SIZE: 13.5pt; FONT-FAMILY: "Times New Roman","serif"; mso-fareast-font-family: "Times New Roman"'>RCW
<A href="http://app.leg.wa.gov/RCW/default.aspx?cite=64.80.100"><SPAN
style="COLOR: blue">64.80.100</SPAN></A><o:p></o:p></SPAN></B></P>
<P class=MsoNormal style="TEXT-INDENT: 0.5in">(1) Except as otherwise provided
in this section, or in RCW <A
href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.07.010"><SPAN
style="COLOR: blue">11.07.010</SPAN></A>, and <A
href="http://app.leg.wa.gov/RCW/default.aspx?cite=11.05A.030"><SPAN
style="COLOR: blue">11.05A.030</SPAN></A>, on the death of the transferor, the
following rules apply to property that is the subject of a transfer on death
deed and owned by the transferor at death:<o:p></o:p></P>
<P class=MsoNormal style="TEXT-INDENT: 0.5in"><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman","serif"; mso-fareast-font-family: "Times New Roman"'>(a)
Subject to (b) of this subsection, the interest in the property is transferred
to the designated beneficiary in accordance with the deed.<o:p></o:p></SPAN></P>
<P class=MsoNormal style="TEXT-INDENT: 0.5in"><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman","serif"; mso-fareast-font-family: "Times New Roman"'>(b)
The interest of a designated beneficiary is contingent on the designated
beneficiary surviving the transferor. The interest of a designated beneficiary
that fails to survive the transferor lapses.<o:p></o:p></SPAN></P>
<P class=MsoNormal style="TEXT-INDENT: 0.5in"><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman","serif"; mso-fareast-font-family: "Times New Roman"'>(c)
Subject to (d) of this subsection, concurrent interests are transferred to the
beneficiaries in equal and undivided shares with no right of
survivorship.<o:p></o:p></SPAN></P>
<P class=MsoNormal style="TEXT-INDENT: 0.5in"><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman","serif"; mso-fareast-font-family: "Times New Roman"'>(d)
If the transferor has identified two or more designated beneficiaries to receive
concurrent interests in the property, the share of one which lapses or fails for
any reason is transferred to the other, or to the others in proportion to the
interest of each in the remaining part of the property held
concurrently.<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; COLOR: #1f497d; mso-bidi-font-family: "Times New Roman"; mso-bidi-font-size: 11.0pt; mso-ascii-font-family: calibri; mso-hansi-font-family: calibri'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; COLOR: #1f497d; mso-bidi-font-family: "Times New Roman"; mso-bidi-font-size: 11.0pt; mso-ascii-font-family: calibri; mso-hansi-font-family: calibri'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; COLOR: #1f497d; mso-bidi-font-family: "Times New Roman"; mso-bidi-font-size: 11.0pt; mso-ascii-font-family: calibri; mso-hansi-font-family: calibri'>The
code says that if the transferee predeceases Grantor, then the transfer lapses
as to the deceased transferee. But with multiple transferees, the interest
passes to the survivors of the group of transferees. <o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; COLOR: #1f497d; mso-bidi-font-family: "Times New Roman"; mso-bidi-font-size: 11.0pt; mso-ascii-font-family: calibri; mso-hansi-font-family: calibri'>Nothing
in this code says that you cannot not name alternate, contingent beneficiaries.
I have heard Al speak on this issue and he has always taken the position that
multiple contingent beneficiaries are permitted under the
code.<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; COLOR: #1f497d; mso-bidi-font-family: "Times New Roman"; mso-bidi-font-size: 11.0pt; mso-ascii-font-family: calibri; mso-hansi-font-family: calibri'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; COLOR: #1f497d; mso-bidi-font-family: "Times New Roman"; mso-bidi-font-size: 11.0pt; mso-ascii-font-family: calibri; mso-hansi-font-family: calibri'><o:p></o:p></SPAN> </P>
<DIV>
<P class=MsoNormal><SPAN
style='COLOR: #1f497d; mso-fareast-font-family: "Times New Roman"; mso-bidi-font-family: "Times New Roman"; mso-ascii-font-family: calibri; mso-hansi-font-family: calibri; mso-no-proof: yes'>Michael
A. Winslow<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='COLOR: #1f497d; mso-fareast-font-family: "Times New Roman"; mso-bidi-font-family: "Times New Roman"; mso-ascii-font-family: calibri; mso-hansi-font-family: calibri; mso-no-proof: yes'>1204
Cleveland Ave.<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='COLOR: #1f497d; mso-fareast-font-family: "Times New Roman"; mso-bidi-font-family: "Times New Roman"; mso-ascii-font-family: calibri; mso-hansi-font-family: calibri; mso-no-proof: yes'>Mount
Vernon, WA 98273<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='COLOR: #1f497d; mso-fareast-font-family: "Times New Roman"; mso-bidi-font-family: "Times New Roman"; mso-ascii-font-family: calibri; mso-hansi-font-family: calibri; mso-no-proof: yes'>Ph.
360-336-3321<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='COLOR: #1f497d; mso-fareast-font-family: "Times New Roman"; mso-bidi-font-family: "Times New Roman"; mso-ascii-font-family: calibri; mso-hansi-font-family: calibri; mso-no-proof: yes'>Em.
Mike@winslegal.com<o:p></o:p></SPAN></P>
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<P class=MsoNormal><SPAN
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<P class=MsoNormal><B><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Tahoma","sans-serif"; mso-fareast-font-family: "Times New Roman"'>From:</SPAN></B><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Tahoma","sans-serif"; mso-fareast-font-family: "Times New Roman"'>
wsbapt-bounces@lists.wsbarppt.com [mailto:wsbapt-bounces@lists.wsbarppt.com]
<B>On Behalf Of </B>Lovie Bernardi<BR><B>Sent:</B> Wednesday, April 08, 2020
3:47 PM<BR><B>To:</B> WSBA Probate & Trust Listserv<BR><B>Subject:</B> Re:
[WSBAPT] TOD alternate beneficiary?<o:p></o:p></SPAN></P></DIV></DIV>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal>Here’s an article that came out in the RPPT Newsletter in
2014, which states you CAN provide for an alternate beneficiary, and includes a
sample deed with an alternate beneficiary. I don’t know what authority the
author of the article relied upon to conclude there can be an alternate
beneficiary.<o:p></o:p></P>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal>Lovie<o:p></o:p></P>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Arial","sans-serif"'>Lovie L.
Bernardi</SPAN><o:p></o:p></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Arial","sans-serif"'>Flaherty &
Bernardi, PLLC</SPAN><o:p></o:p></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Arial","sans-serif"'>3600 15<SUP>th</SUP>
Avenue West #205</SPAN><o:p></o:p></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Arial","sans-serif"'>Seattle, WA
98119</SPAN><o:p></o:p></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Arial","sans-serif"'>(206)
682-2616</SPAN><o:p></o:p></P>
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<P class=MsoNormal><SPAN
style='FONT-SIZE: 10pt; FONT-FAMILY: "Arial","sans-serif"'><A><SPAN
style="COLOR: blue">lovie@fb-lawfirm.com</SPAN></A></SPAN><o:p></o:p></P>
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<DIV
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<P class=MsoNormal><B>From:</B> wsbapt-bounces@lists.wsbarppt.com
<wsbapt-bounces@lists.wsbarppt.com> <B>On Behalf Of </B>Heather de
Vrieze<BR><B>Sent:</B> Wednesday, April 08, 2020 3:13 PM<BR><B>To:</B> WSBA
Probate & Trust Listserv
<wsbapt@lists.wsbarppt.com><BR><B>Subject:</B> Re: [WSBAPT] TOD alternate
beneficiary?<o:p></o:p></P></DIV></DIV>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal>Naming an alternate beneficiary is not contemplated under the
law. It will not have any effect, and I might even worry that it would cause the
initial designation of the primary beneficiary to fail. This is what Wills are
for.<o:p></o:p></P>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal>Heather<o:p></o:p></P>
<DIV>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 16pt; FONT-FAMILY: "Vladimir Script"; COLOR: #1f497d'>Heather
S. de Vrieze</SPAN><B><SPAN
style="FONT-SIZE: 16pt; COLOR: #1f497d"><BR></SPAN></B><I><SPAN
style='FONT-FAMILY: "Garamond","serif"; COLOR: #1f497d'>Attorney-at-Law<o:p></o:p></SPAN></I></P>
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<P class=MsoNormal><SPAN
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Avenue SW<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: nyala; COLOR: #44524e">Seattle, WA
98116-3705
<o:p></o:p></SPAN></P>
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<P class=MsoNormal><A><SPAN
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<P class=MsoNormal><SPAN style="COLOR: #9900cc">*****Our office is working to do
our part to deal with the COVID-19 situation that is impacting us all.
<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="COLOR: #9900cc">In particular, we are limiting
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email. I am also sanitizing all relevant spaces after each client
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<P class=MsoNormal><SPAN style="COLOR: #9900cc">Client appointments that can be
handled by telephone should be scheduled as such. <o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN style="COLOR: #9900cc">If I am sick, I will reschedule,
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<P class=MsoNormal><B>From:</B> <A>wsbapt-bounces@lists.wsbarppt.com</A>
<<A>wsbapt-bounces@lists.wsbarppt.com</A>> <B>On Behalf Of </B>Sara D.
Longley<BR><B>Sent:</B> Wednesday, April 08, 2020 1:46 PM<BR><B>To:</B> 'WSBA
Probate & Trust Listserv'
<<A>wsbapt@lists.wsbarppt.com</A>><BR><B>Subject:</B> [WSBAPT] TOD
alternate beneficiary?<o:p></o:p></P></DIV></DIV>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal>Hello listmates,<o:p></o:p></P>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal>I have prepared a few Transfer on Death Deeds, but this is my
first where the Grantor is requesting that we include an alternate
beneficiary. In reviewing the statute it appears that there is no
provision for naming an alternate, non-concurrent beneficiary. <o:p></o:p></P>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal>If I include alternate beneficiary language in the deed will
it have any effect? <o:p></o:p></P>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal>Thanks for your wisdom, and stay safe!<o:p></o:p></P>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal>Sara Longley<o:p></o:p></P>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal><o:p></o:p> </P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Arial","sans-serif"'>Sara D.
Longley<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Arial","sans-serif"'>Ivy Law Group,
PLLC<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Arial","sans-serif"'>1734 NW Market
Street<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Arial","sans-serif"'>Phone: (206)
706-2909<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Arial","sans-serif"'>Fax: (206)
834-6044<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Arial","sans-serif"; COLOR: #1f497d'><A>sara@ivylawgroup.com</A><o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 12pt; FONT-FAMILY: "Arial","sans-serif"'>Pronouns: she, her,
hers<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style='FONT-SIZE: 1pt; FONT-FAMILY: "Arial Narrow","sans-serif"; COLOR: #1f497d'><o:p></o:p></SPAN> </P>
<P class=MsoNormal><SPAN style="COLOR: #1f497d"><o:p></o:p></SPAN> </P>
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style='FONT-SIZE: 1pt; FONT-FAMILY: "Arial Narrow","sans-serif"; COLOR: #76923c'><IMG
id=Picture_x0020_1 border=0 alt=cid:image001.jpg@01CF48D6.0249B5A0
src="cid:4CF7B9FDCDD74E38A750803B1213FB6F@JoshPC" width=122
height=107></SPAN><o:p></o:p></P>
<P class=MsoNormal><o:p></o:p> </P></DIV>
<P>
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