<html><head><meta http-equiv="content-type" content="text/html; charset=utf-8"></head><body dir="auto">Inge: <div><br></div><div>If I understand the fact pattern correctly I’d say they’re no longer beneficiaries because the asset - an option - merged into the property when it was sold on the REK. They are now debtors of the estate because the REK is an asset of it, right? I would not send them a formal notice of appointment. But I would write a letter where to send payments on the REK going forward. </div><div><br></div><div>John J. Sullivan <br><br><div dir="ltr">Sent from my iPad</div><div dir="ltr"><br><blockquote type="cite">On Mar 20, 2023, at 8:50 PM, Philip N. Jones <pjones@duffykekel.com> wrote:<br><br></blockquote></div><blockquote type="cite"><div dir="ltr">
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<div dir="ltr">I vote with Roger. Too much notice is better than too little.</div>
<div dir="ltr">Phil Jones</div>
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<div id="divRplyFwdMsg" dir="ltr"><font face="Calibri, sans-serif" style="font-size:11pt" color="#000000"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com> on behalf of Roger Hawkes <roger@skyvalleylawyers.com><br>
<b>Sent:</b> Monday, March 20, 2023 5:32:10 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> Re: [WSBAPT] "Beneficiary" or Not?</font>
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<p class="x_MsoNormal">I suggest you give notice to everyone who might have an interest.</p>
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<p class="x_MsoNormal"><b><span style="">From:</span></b><span style=""> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Inge Fordham<br>
<b>Sent:</b> Monday, March 20, 2023 4:34 PM<br>
<b>To:</b> WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Subject:</b> [WSBAPT] "Beneficiary" or Not?</span></p>
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<p class="x_MsoNormal">I am handling a probate where the decedent reserved an option in his will for his ex-wife (and her current husband) to purchase real property. If they didn’t want to purchase the property, it would go to the decedent’s children. Decedent
subsequently entered into a REK with ex-wife and current husband (no question as to validity). My question is whether ex-wife and current husband are beneficiaries under the will (and thus should be listed in the petition and provided with the notice of appointment)?</p>
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<p class="x_MsoNormal">Thanks,</p>
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