<div dir="ltr"><div class="gmail_default" style="font-family:arial,sans-serif">Personally, I would seek a little more clarification - what is helping? </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">Fundamentally, I just am curious as to whether it would pass muster if there was any closer scrutiny by the Court. </div><div class="gmail_default" style="font-family:arial,sans-serif">First - if there are non intervention powers - I would say that an open ended bequest would be ok - but I might have example organizations to go along with that general request - such as the ASPCA or Humane Society. Or any animal shelter with a no kill policy. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">At the end of the day, if there is an accounting requested and the PR could show that they gave the requested amount to PETA or Green Peace or the World Wildlife Fund - it would qualify. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">Would I be ok leaving the language as in your e-mail, nope. I would try to at least drill down more by explaining that there are so many different shades of service and "helping" that the PR really should know what they are thinking. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">No case law to cite. Just my own thoughts imagining how I would approach this conversation with a client of mine. </div><div class="gmail_default" style="font-family:arial,sans-serif"><br></div><div class="gmail_default" style="font-family:arial,sans-serif">Brent</div><div><div dir="ltr" class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div dir="ltr"><p><b><span lang="EN-US" style="font-family:"Times New Roman",serif">Brent Williams-Ruth</span></b><span lang="EN-US" style="font-family:"Times New Roman",serif"> (preferred pronoun: he/him)<br><i>Attorney-At-Law</i><span style="color:rgb(68,68,68)"></span></span></p><p><b><span lang="EN-US" style="font-family:"Times New Roman",serif">Law Offices of Brent Williams-Ruth, <font size="1">a division of </font></span></b><b><span lang="EN-US" style="font-family:"Times New Roman",serif"><font size="1">BWR Consulting, PLLC</font></span></b></p><p><span lang="EN-US" style="font-family:"Times New Roman",serif;color:rgb(68,68,68)"></span></p><p><span lang="EN-US" style="font-family:"Times New Roman",serif">Office/Scheduling Phone:<span style="color:rgb(0,64,128)"> </span>(425) 830-5134<span style="color:rgb(68,68,68)"></span></span></p><p><span lang="EN-US" style="font-family:"Times New Roman",serif">Direct Mobile: (206) 889-7919</span></p><p style="line-height:20.8267px;margin:0px 0px 1.35em;font-size:11pt;font-family:Calibri,sans-serif;color:rgb(68,68,68)"></p><p><span lang="EN-US" style="font-family:"Times New Roman",serif"><a href="mailto:Brent@Williams-RuthLaw.com" target="_blank">e-mail</a></span><span lang="EN-US" style="font-family:"Times New Roman",serif"> / <a href="http://www.Williams-RuthLaw.com/" target="_blank">website</a> /</span><span style="font-family:"Times New Roman",serif;font-size:12.8px"> </span><a href="http://www.facebook.com/bwrconsults" style="font-family:"Times New Roman",serif;font-size:12.8px" target="_blank">facebook</a><span style="font-family:"Times New Roman",serif;font-size:12.8px"> / </span></p><p><font face="Times New Roman, serif" color="#ff0000"><span style="font-size:12.8px;background-color:rgb(255,255,255)"><b>As of July 1, 2019 - I began operating as the Law Offices of Brent Williams-Ruth a division of BWR Consulting, PLLC. Please note the new points of contact Brent@Williams-RuthLaw.com and <a href="http://www.Williams-RuthLaw.com" target="_blank">www.Williams-RuthLaw.com</a> </b></span></font></p></div></div></div></div></div><br></div><br><div class="gmail_quote"><div dir="ltr" class="gmail_attr">On Mon, Nov 16, 2020 at 2:06 PM Diane J. Kiepe <<a href="mailto:DJKiepe@depdslaw.com">DJKiepe@depdslaw.com</a>> wrote:<br></div><blockquote class="gmail_quote" style="margin:0px 0px 0px 0.8ex;border-left:1px solid rgb(204,204,204);padding-left:1ex">
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<p class="MsoNormal"><span style="font-size:16pt">Can a Testator request that his or her PR simply pay a portion of his or her estate to tax-exempt charities that “help animals” or “helps the environment” as chosen by the PR?<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:16pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:16pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:16pt"><u></u> <u></u></span></p>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold"">Diane J. Kiepe<u></u><u></u></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold""><u></u> <u></u></span></i></p>
<p class="MsoNormal">Diane J. Kiepe<u></u><u></u></p>
<p class="MsoNormal">Douglas Eden<u></u><u></u></p>
<p class="MsoNormal">717 W. Sprague Ave.<u></u><u></u></p>
<p class="MsoNormal">Suite 1500<u></u><u></u></p>
<p class="MsoNormal">Spokane, WA 99201<u></u><u></u></p>
<p class="MsoNormal"><a href="mailto:djkiepe@depdslaw.com" target="_blank">djkiepe@depdslaw.com</a><u></u><u></u></p>
<p class="MsoNormal">509-455-5300<u></u><u></u></p>
<p class="MsoNormal"><u></u> <u></u></p>
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