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<p class="MsoNormal">Hello Colleagues:<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">I am handling an estate where the client has decedent’s validly executed codicil, but cannot find the decedent’s will that it alters, nor a copy of the will.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">The main asset in the estate is a piece of real property that is disposed of by the codicil, devised to grandchild.
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Involved parties are agreeable. The decedent has one intestate heir (child) who would agree to the probate of the codicil, and would disclaim whatever residuary assets there are to grandchild (her only heir) who is also the beneficiary
of the codicil. Goal is to get everything to grandchild.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Can the codicil stand on its own without the will? Would the property not disposed of by the codicil be disposed of under the laws of intestacy and thus require a disclaimer?
<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">This sounds like some combination of a probate, disclaimer, and / or NJDRA. Has anyone handled such a situation before and would share what they did?<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Thanks,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#365F91">Peter D. Haroldson</span></b><span style="font-size:11.5pt;font-family:"Segoe UI",sans-serif;color:#212121"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#212121">Torres & Haroldson, PLLC
<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#212121">PO BOX 530<o:p></o:p></span></b></p>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#212121">Maple Valley, WA 98038<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D">Email: </span><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#212121"><a href="mailto:peter@torresharoldson.com"><span style="color:blue">peter@torresharoldson.com</span></a></span><span style="font-size:11.5pt;font-family:"Segoe UI",sans-serif;color:#212121"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D">Facebook: </span><span style="color:#212121"><a href="https://fb.me/torresharoldson" target="_blank"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:blue">fb.me/torresharoldson</span></a></span><span style="font-size:11.5pt;font-family:"Segoe UI",sans-serif;color:#212121"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif;color:#1F497D">Phone: 425.458.3170</span><span style="font-size:11.5pt;font-family:"Segoe UI",sans-serif;color:#212121"><o:p></o:p></span></p>
<p class="MsoNormal"><b><i><span style="color:#2F5496"><o:p> </o:p></span></i></b></p>
<p class="MsoNormal"><b><i><span style="color:#2F5496">Our office is located at 22520 SE 218th Street, Maple Valley WA 98038. Please send mail to PO BOX.<o:p></o:p></span></i></b></p>
<p class="MsoNormal"><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:blue"><o:p> </o:p></span></p>
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</span><span style="font-size:6.0pt;font-family:"Verdana",sans-serif;color:black">To ensure compliance with requirements imposed by the IRS, I inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or
written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code; or (ii) promoting, marketing or recommending to another party any transaction or tax-related matter addressed herein.</span><span style="font-size:6.0pt;color:black"><o:p></o:p></span></p>
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