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<p class="MsoNormal">Add on: The daughter could do a partial disclaimer, i.e. the portion over and above the WA exempt amount. That’s what I call the two birds, one stone result. It gets a significant value out of the Dad’s estate, plus then he can’t spend
it on a new ‘friend’. I’m sure the now deceased Mom would want that outcome since she already gave it to the daughter and not to her spouse
<span style="font-family:"Segoe UI Emoji",sans-serif">😊</span> <o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Script MT Bold"">Jennifer L. White, Esq.</span>
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<p class="MsoNormal"><span style="font-family:"Arial Rounded MT Bold",sans-serif">PO Box 11037<o:p></o:p></span></p>
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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>Diane J. Kiepe<br>
<b>Sent:</b> Wednesday, September 8, 2021 1:41 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com>; 'KCBA Real Property, Probate and Trust Law Discussion List' <realpropertyprobatetrustlaw@lists.kcba.org><br>
<b>Subject:</b> Re: [WSBAPT] Disclaimer<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:16.0pt">I would absolutely say the disclaimer is valid (assuming proper timing, in writing, no benefits, etc. etc.) absent a prearranged agreement. As we all know, daughter may have an expectation and she may very
well end up with everything but mom could always go rouge with the new friend </span>
<span style="font-size:16.0pt;font-family:"Segoe UI Emoji",sans-serif">😉</span><span style="font-size:16.0pt">
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<p class="MsoNormal"><i><span style="font-family:"Script MT Bold"">Diane J. Kiepe<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold""><o:p> </o:p></span></i></p>
<p class="MsoNormal">Diane J. Kiepe<o:p></o:p></p>
<p class="MsoNormal">Douglas Eden<o:p></o:p></p>
<p class="MsoNormal">717 W. Sprague Ave.<o:p></o:p></p>
<p class="MsoNormal">Suite 1500<o:p></o:p></p>
<p class="MsoNormal">Spokane, WA 99201<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:djkiepe@depdslaw.com">djkiepe@depdslaw.com</a><o:p></o:p></p>
<p class="MsoNormal">509-455-5300<o:p></o:p></p>
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<p class="MsoNormal"><b>From:</b> <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>Inge Fordham<br>
<b>Sent:</b> Tuesday, September 7, 2021 4:40 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>>; 'KCBA Real Property, Probate and Trust Law Discussion List' <<a href="mailto:realpropertyprobatetrustlaw@lists.kcba.org">realpropertyprobatetrustlaw@lists.kcba.org</a>><br>
<b>Subject:</b> Re: [WSBAPT] Disclaimer<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">What if there’s no agreement? Is it a wrongful disclaimer just because she knows she may inherit from her father by virtue of the fact that she is his only child? I can see there may be a problem if he has a will that devises everything
to her - but is it still wrongful if she ends up inheriting the disclaimed property (by the laws of intestate succession or by virtue of a later-executed will over which she has no control)?<o:p></o:p></p>
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<p class="MsoNormal" style="margin-bottom:3.0pt"><span style="font-size:12.0pt;font-family:"Cambria",serif;color:black">Fordham Law, PLLC<o:p></o:p></span></p>
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<p class="MsoNormal"><b><span style="font-size:12.0pt;color:black">From: </span></b><span style="font-size:12.0pt;color:black"><<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>> on behalf of "Philip N. Jones" <<a href="mailto:pjones@duffykekel.com">pjones@duffykekel.com</a>><br>
<b>Reply-To: </b>WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Date: </b>Tuesday, September 7, 2021 at 3:26 PM<br>
<b>To: </b>WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>>, "'KCBA Real Property, Probate and Trust Law Discussion List'" <<a href="mailto:realpropertyprobatetrustlaw@lists.kcba.org">realpropertyprobatetrustlaw@lists.kcba.org</a>><br>
<b>Subject: </b>Re: [WSBAPT] Disclaimer<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-size:16.0pt">There absolutely cannot be any agreement that she will receive something. That would be consideration, which is prohibited under the disclaimer statutes.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt">Also make sure that daughter does not have children, so the disclaimed assets do not go to her children.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt">Phil Jones<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b>From:</b> <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>Heather de Vrieze<br>
<b>Sent:</b> Tuesday, September 7, 2021 1:36 PM<br>
<b>To:</b> 'WSBA Probate & Trust Listserv' <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>>; 'KCBA Real Property, Probate and Trust Law Discussion List' <<a href="mailto:realpropertyprobatetrustlaw@lists.kcba.org">realpropertyprobatetrustlaw@lists.kcba.org</a>><br>
<b>Subject:</b> [WSBAPT] Disclaimer<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-size:12.0pt">Is there any reason an individual disclaiming property under her mother’s Will couldn’t later receive gifts from her father while alive, or under his Will that might include the same disclaimed property or
cash from the proceeds thereof?<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt">A specific gift ended up being larger than parents thought (in excess of WA exempt amount) and daughter is hoping a disclaimer now could save WA estate tax. But as an only child, she will likely receive it
eventually anyway.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt">Heather<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt;font-family:"Vladimir Script";color:#1F497D">Heather S. de Vrieze</span><b><span style="font-size:16.0pt;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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