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Good morning!<o:p> </o:p></p>
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I have a rather unusual probate matter, hoping someone has run across this before.
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<b>Question –</b> does the “Super Will” provisions <span style="mso-spacerun:yes">
</span>of RCW 11.11 apply to a Revocable Trust? <span style="mso-spacerun:yes"> </span>It’s not a “testamentary” disposition; decedent’s Will was a standard pour-over will into the trust.<span style="mso-spacerun:yes">
</span>But can the decedent override the beneficiary designation of a financial account through the terms of her Revocable Trust?
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Decedent’s Revocable Trust contained a specific distribution amount to a beneficiary, executed long after she designated TOD beneficairies on an account:<o:p> </o:p></p>
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<span style="mso-spacerun:yes"> </span>“<span style="font-size:12.0pt;font-family:"Times New Roman",serif">I leave AMOUNT to BENEFICIARY.</span><span style="mso-spacerun:yes">
</span><span style="font-size:12.0pt;font-family:"Times New Roman",serif">It is my intention that the aggregate distribution to BENEFICIARY from my estate, whether in trust, through beneficiary designation, or otherwise, equal AMOUNT.<span style="mso-spacerun:yes">
</span>Therefore, the allocation under this Section (a) shall be reduced by any amount passing to BENEFICIARY by beneficiary designation that may otherwise not be included in the trust estate<o:p> </o:p></span></p>
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Decedent had only one account, it was not in the trust, with BENEFICIARY named as a 50% TOD<span style="mso-spacerun:yes"> </span>beneficiary.<span style="mso-spacerun:yes">
</span>There’s much more in the account than the AMOUNT she intended to leave.<o:p> </o:p></p>
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Not that it matters, but the half of the account in question is a probate asset, as there was one other TOD beneficiary named, who deceased, and his portion defaulted to the estate.<o:p> </o:p></p>
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<o:p>Does her intent stated in the Trust document override the previous TOD designation of the account? </o:p></p>
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Jerry Sprute </div>
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<div>Law Office of Gerald A. Sprute<br>
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Tel: (425) 892-4079<br>
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<a href="http://www.sprutelaw.com" target="_blank">www.sprutelaw.com </a><br>
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