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<p class="MsoNormal">Yes; but tedras create other issues.<o:p></o:p></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>deborah@neillaw.com<br>
<b>Sent:</b> Friday, April 15, 2022 2:00 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] Missing item<o:p></o:p></p>
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<p class="MsoNormal">Amy,<o:p></o:p></p>
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<p class="MsoNormal">I believe that the law in Washington on what happens when a specific bequests fails because of ademption is unclear. I found a presentation from a 2013 CLE (thanks Rob Nettleton) that talks about how other jurisdictions look at the issue.
Some jurisdictions use the “strict ademption theory”—the bequest doesn’t exist at the time of the testator’s death, and so the bequest is extinguished. Other jurisdictions follow the “intent theory of ademption” —basically cash can replace gift (<i>Forbes
v. Burketts, </i>181 So.2d 681 (1966). <o:p></o:p></p>
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<p class="MsoNormal">A TEDRA solves everything. <o:p></o:p></p>
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<p class="MsoNormal"><span style="color:black">Deborah Jameson<o:p></o:p></span></p>
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<p class="MsoNormal"><i><span style="color:black">(Pronouns: she/her/hers)</span></i><span style="color:black"><o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><i><span style="color:black"><br>
</span></i><span style="color:black">Neil & Neil, P.S.<br>
5302 Pacific Avenue<br>
Tacoma, WA 98408<br>
253-475-8600<br>
253-473-5746 FAX<br>
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If your matter is urgent, please call my office. Also, this message is not encrypted and it may not be secure or protected by attorney-client privilege.<o:p></o:p></span></p>
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<p class="MsoNormal">On Apr 15, 2022, at 1:28 PM, Amy Goertz <<a href="mailto:amyjgoertz@icloud.com">amyjgoertz@icloud.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal">Thank you for these responses.<o:p></o:p></p>
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<p class="MsoNormal">The Personal Representative has coverage on the house, but I am certain the deductible would be close to value of the ring.<o:p></o:p></p>
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<p class="MsoNormal">As to contacting the Pawn Shops, that’s a good idea and I will direct the PR to give that a try. The heir to be receiving the ring lives out of state.<o:p></o:p></p>
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<p class="MsoNormal">If we are unable to locate the ring, would you suggest we give her money instead or determine that the specific bequest has lapsed?<o:p></o:p></p>
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<p class="MsoNormal">Amy<o:p></o:p></p>
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<p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Lucida Calligraphy"">Amy J. Goertz, J.D.</span></i><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Lucida Calligraphy"">Goertz & Lambrecht PLLC</span></i><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif"><a href="mailto:amyjgoertz@icloud.com">amyjgoertz@icloud.com</a> <o:p></o:p></span></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif">1.888.926.2607 phone<br>
1.877.684.1627 fax<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif">Address for correspondence:<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif">2829 S. Grand Blvd., Suite 303<br>
Spokane, WA 99203 <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif">Additional office locations:<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif">510 Bell Street<br>
Edmonds, WA 98020<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif">Goertz & Lambrecht PLLC<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif"><a href="http://www.goertzlambrecht.com/">www.goertzlambrecht.com</a><o:p></o:p></span></p>
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<p class="MsoNormal">On Apr 14, 2022, at 3:23 PM, Roger Hawkes <<a href="mailto:Roger@law-hawks.com">Roger@law-hawks.com</a>> wrote:<o:p></o:p></p>
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<p class="MsoNormal">Don’t give up on ‘finding the ring’. Pawn shops are required to keep records. Have someone, the ‘heir’ go to pawn shops near where the potential fraudster lives or works. Hurry.<o:p></o:p></p>
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<p class="MsoNormal"><b>From:</b><span class="apple-converted-space"> </span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a><span class="apple-converted-space"> </span><<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>><span class="apple-converted-space"> </span><b>On
Behalf Of<span class="apple-converted-space"> </span></b>Lewis, Amy C.<br>
<b>Sent:</b><span class="apple-converted-space"> </span>Thursday, April 14, 2022 2:35 PM<br>
<b>To:</b><span class="apple-converted-space"> </span>WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b><span class="apple-converted-space"> </span>Re: [WSBAPT] Missing item<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-family:"Arial",sans-serif">Did the decedent have insurance that would cover the ring if stolen?</span><o:p></o:p></p>
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<p class="MsoNormal" style="mso-margin-top-alt:auto;margin-bottom:6.0pt"><span style="font-size:10.0pt;font-family:"Helvetica",sans-serif">Amy Lewis, Attorney<br>
Pronouns she/her/hers<br>
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<p class="MsoNormal">909 A Street, Suite 600 | Tacoma, WA 98402<br>
phone 253.572.4500 | fax 253.272.5732 |<span class="apple-converted-space"><span style="color:#777777"> </span></span><span style="font-size:13.5pt;color:#777777"><a href="http://www.eisenhowerlaw.com/"><span style="font-size:11.0pt;color:#C00000;text-decoration:none">www.eisenhowerlaw.com</span></a></span><o:p></o:p></p>
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<p class="MsoNormal"><b>From:</b><span class="apple-converted-space"> </span><a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a><span class="apple-converted-space"> </span><<a href="mailto:wsbapt-bounces@lists.wsbarppt.com">wsbapt-bounces@lists.wsbarppt.com</a>><span class="apple-converted-space"> </span><b>On
Behalf Of<span class="apple-converted-space"> </span></b>Amy Goertz<br>
<b>Sent:</b><span class="apple-converted-space"> </span>Thursday, April 14, 2022 10:35 AM<br>
<b>To:</b><span class="apple-converted-space"> </span>WSBA Probate & Trust Listserv <<a href="mailto:wsbapt@lists.wsbarppt.com">wsbapt@lists.wsbarppt.com</a>><br>
<b>Subject:</b><span class="apple-converted-space"> </span>[WSBAPT] Missing item<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.5pt">Hello Learned Colleagues -</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.5pt">I have an estate being probated where there is very little liquidity and a very difficult beneficiary who is living in the estate house.</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.5pt">Of the many issues I am having on this estate is a specific bequest in the Will.</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.5pt">The Will left two specific bequests, one of which has been fulfilled and the other is a ring to the decedent’s sister. The rest goes to the troublesome beneficiary in the house.</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.5pt">Shortly after the beneficiary was asked for the ring so that it could be delivered to the decedent’s sister, he reported that it was “stolen.” We wholeheartedly believe that he pawned or sold the ring but
we have no way of proving that.</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.5pt">The question is, what now happens to the bequest? The sister says the ring was diamonds and rubies. She has asked for $2000.</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.5pt">In researching this issue, I find lots of information on dealing with how to deal with a missing beneficiary, but haven't found a good answer for a missing item of personalty in a specific bequest.</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.5pt">What are your thoughts on whether and how to honor this specific bequest of an item that is no longer part of the estate?</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.5pt">Thanks in advance -</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:10.5pt">Amy</span><o:p></o:p></p>
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<p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Lucida Calligraphy"">Amy J. Goertz, J.D.</span></i><o:p></o:p></p>
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<p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Lucida Calligraphy"">Goertz & Lambrecht PLLC</span></i><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif"><a href="mailto:amyjgoertz@icloud.com">amyjgoertz@icloud.com</a> </span><o:p></o:p></p>
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<p class="MsoNormal" style="margin-bottom:12.0pt"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif">1.888.926.2607 phone<br>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif">2829 S. Grand Blvd., Suite 303<br>
Spokane, WA 99203 </span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif">510 Bell Street<br>
Edmonds, WA 98020</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif">Goertz & Lambrecht PLLC</span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica",sans-serif"><a href="http://www.goertzlambrecht.com/">www.goertzlambrecht.com</a></span><o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Times New Roman",serif;color:gray">IMPORTANT/CONFIDENTIAL:</span><span class="apple-converted-space"><span style="font-size:10.0pt;font-family:"Times New Roman",serif;color:gray"> </span></span><span style="font-size:9.0pt;font-family:"Times New Roman",serif;color:gray">This
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<p class="MsoNormal">***Disclaimer: Please note that RPPT listserv participation is not restricted to practicing attorneys and may include non-practicing attorneys, law students, professionals working in related fields, and others.***<br>
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<a href="mailto:WSBAPT@lists.wsbarppt.com">WSBAPT@lists.wsbarppt.com</a><br>
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