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<p class="MsoNormal"><span style="font-size:16.0pt">Jerry – curious if you got any feedback. I certainly would say a trust is a testamentary document. The statute does specifically state “will” however. But, in the statute and in that section in particular
“will” is not capitalized. I think you have a filing position to ask the court for instructions at the least.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt">Best of luck.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
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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"><span style="color:#0563C1">djkiepe@depdslaw.com</span></a><o:p></o:p></p>
<p class="MsoNormal">509-455-5300<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:16.0pt"><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>Gerald Sprute<br>
<b>Sent:</b> Wednesday, May 18, 2022 9:00 AM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] "Super Will" provisions in a Trust?<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:106%"><span style="color:black">Good morning! <o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:106%"><span style="color:black"> <o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:106%"><span style="color:black">I have a rather unusual probate matter, hoping someone has run across this before. <o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:106%"><b><span style="color:black">Question –</span></b><span style="color:black"> does the “Super Will” provisions of RCW 11.11 apply to a Revocable Trust? It’s not a “testamentary” disposition;
decedent’s Will was a standard pour-over will into the trust. But can the decedent override the beneficiary designation of a financial account through the terms of her Revocable Trust? <o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:106%"><span style="color:black"> <o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:106%"><span style="color:black">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></span></p>
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:106%"><span style="color:black">“</span><span style="font-size:12.0pt;line-height:106%;font-family:"Times New Roman",serif;color:black">I leave AMOUNT to BENEFICIARY.</span><span style="color:black">
</span><span style="font-size:12.0pt;line-height:106%;font-family:"Times New Roman",serif;color:black">It is my intention that the aggregate distribution to BENEFICIARY from my estate, whether in trust, through beneficiary designation, or otherwise, equal AMOUNT.
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 </span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:106%"><span style="color:black">Decedent had only one account, it was not in the trust, with BENEFICIARY named as a 50% TOD beneficiary. There’s much more in the account than the AMOUNT she intended
to leave. <o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:106%"><span style="color:black">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></span></p>
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:106%"><span style="color:black"><br>
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<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-bottom:8.0pt;line-height:106%"><span style="color:black">Does her intent stated in the Trust document override the previous TOD designation of the account? <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Jerry Sprute <o:p></o:p></span></p>
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