<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:m="http://schemas.microsoft.com/office/2004/12/omml" xmlns="http://www.w3.org/TR/REC-html40">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1">
<meta name="Generator" content="Microsoft Word 15 (filtered medium)">
<style><!--
/* Font Definitions */
@font-face
{font-family:"Cambria Math";
panose-1:2 4 5 3 5 4 6 3 2 4;}
@font-face
{font-family:Calibri;
panose-1:2 15 5 2 2 2 4 3 2 4;}
@font-face
{font-family:Garamond;
panose-1:2 2 4 4 3 3 1 1 8 3;}
/* Style Definitions */
p.MsoNormal, li.MsoNormal, div.MsoNormal
{margin:0in;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
p.MsoListParagraph, li.MsoListParagraph, div.MsoListParagraph
{mso-style-priority:34;
margin-top:0in;
margin-right:0in;
margin-bottom:0in;
margin-left:.5in;
font-size:11.0pt;
font-family:"Calibri",sans-serif;}
span.EmailStyle19
{mso-style-type:personal-reply;
font-family:"Calibri",sans-serif;
color:windowtext;}
.MsoChpDefault
{mso-style-type:export-only;
font-size:10.0pt;
mso-ligatures:none;}
@page WordSection1
{size:8.5in 11.0in;
margin:1.0in 1.0in 1.0in 1.0in;}
div.WordSection1
{page:WordSection1;}
/* List Definitions */
@list l0
{mso-list-id:244998743;
mso-list-type:hybrid;
mso-list-template-ids:1098391398 67698703 67698713 67698715 67698703 67698713 67698715 67698703 67698713 67698715;}
@list l0:level1
{mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l0:level2
{mso-level-number-format:alpha-lower;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l0:level3
{mso-level-number-format:roman-lower;
mso-level-tab-stop:none;
mso-level-number-position:right;
text-indent:-9.0pt;}
@list l0:level4
{mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l0:level5
{mso-level-number-format:alpha-lower;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l0:level6
{mso-level-number-format:roman-lower;
mso-level-tab-stop:none;
mso-level-number-position:right;
text-indent:-9.0pt;}
@list l0:level7
{mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l0:level8
{mso-level-number-format:alpha-lower;
mso-level-tab-stop:none;
mso-level-number-position:left;
text-indent:-.25in;}
@list l0:level9
{mso-level-number-format:roman-lower;
mso-level-tab-stop:none;
mso-level-number-position:right;
text-indent:-9.0pt;}
ol
{margin-bottom:0in;}
ul
{margin-bottom:0in;}
--></style><!--[if gte mso 9]><xml>
<o:shapedefaults v:ext="edit" spidmax="1026" />
</xml><![endif]--><!--[if gte mso 9]><xml>
<o:shapelayout v:ext="edit">
<o:idmap v:ext="edit" data="1" />
</o:shapelayout></xml><![endif]-->
</head>
<body lang="EN-US" link="#0563C1" vlink="#954F72" style="word-wrap:break-word">
<div class="WordSection1">
<p class="MsoNormal">I’m not sure I understand what a “beneficiary IRA” is. Does that mean the decedent had an IRA that named the beneficiary (I’m just going to call them “B”) as a beneficiary, and now B’s share of the IRA has been moved into an inherited IRA
in their name? I’m guessing that I am misreading your post, because I think B would have had to cooperate with the IRA custodian in order to have an inherited IRA account opened.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Assuming that I’m just wrong about the whole “IRA” thing:<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<ol style="margin-top:0in" start="1" type="1">
<li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo1">A refused bequest does not flow to other beneficiaries automatically. If B
<i>disclaims</i> the gift, then it can be distributed as if B had predeceased. If B simply refuses to receive it, I find it gets tricky. I did have this happen once, and I ended up asking the court for an order authorizing the PR to deposit that cash into the
court registry, and deliver notice to B that it’s there for them to pick up if and when they want it.<o:p></o:p></li><li class="MsoListParagraph" style="margin-left:0in;mso-list:l0 level1 lfo1">Not if the PR knows there are undistributed assets. A probate can be re-opened if new assets are discovered, but in this circumstance the PR has to do something with the known asset
that is supposed to go to a known beneficiary.<o:p></o:p></li></ol>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<p class="MsoNormal">Sincerely,<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Eric<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Eric C. Nelsen<o:p></o:p></p>
<p class="MsoNormal">Sayre Law Offices, PLLC<o:p></o:p></p>
<p class="MsoNormal">1417 31st Ave South<o:p></o:p></p>
<p class="MsoNormal">Seattle WA 98144-3909<o:p></o:p></p>
<p class="MsoNormal">206-625-0092<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:eric@sayrelawoffices.com">eric@sayrelawoffices.com</a><o:p></o:p></p>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<div style="border:none;border-top:solid #E1E1E1 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<b>On Behalf Of </b>Fern Herbert<br>
<b>Sent:</b> Wednesday, July 12, 2023 7:49 PM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] QUESTION - BENEFICIARY DOES NOT WANT BEQUEST<o:p></o:p></p>
</div>
</div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black">Hello List mates,<o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
</div>
<div>
<p class="MsoNormal"><b><span style="font-size:12.0pt;color:black">Interesting issue:</span></b><span style="font-size:12.0pt;color:black"> We have a beneficiary who refuses to take what was bequeathed to him. The funds have been placed in a beneficiary IRA
for him. PR now wants to close probate. If this beneficiary never accepts the bequest, the PR would like to eventually distribute his share to the other beneficiaries. <o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black"> 1)Does anyone know of any
<b>legal guidance on if and when the PR may go back and distribute the contents of this bequests to the other beneficiaries?</b> <o:p></o:p></span></p>
</div>
<div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black"> 2) Can the PR close probate and then re-open later on to re-distribute?<o:p></o:p></span></p>
</div>
<div id="Signature">
<div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
</div>
<div id="divtagdefaultwrapper">
<div>
<p class="MsoNormal"><b><span style="font-size:13.5pt;font-family:"Garamond",serif;color:black">Fern Herbert</span></b><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Garamond",serif;color:black">Managing Attorney</span><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Garamond",serif;color:black">Zenith Law Group, PLLC</span></b><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
</div>
<div>
<p class="MsoNormal"><b><span style="font-size:12.0pt;color:black">Business Mailing Address</span></b><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><b><span style="font-size:12.0pt;color:black">4320 196th St. SW B-712</span></b><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><b><span style="font-size:12.0pt;font-family:"Garamond",serif;color:black">Lynnwood, WA 98036</span></b><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><b><span style="font-size:12.0pt;color:black">Phone/Fax: (425) 822-6311</span></b><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black"><o:p> </o:p></span></p>
</div>
<div>
<p class="MsoNormal"><b><span style="font-size:12.0pt;color:black">Office locations in: Arlington, Bellevue, Bothell, Everett, Kirkland, Lynnwood, Mt. Vernon, Renton, downtown Seattle</span></b><span style="font-size:12.0pt;color:black"><o:p></o:p></span></p>
</div>
<p><span style="color:black"><o:p> </o:p></span></p>
<div>
<p class="MsoNormal"><span style="font-size:12.0pt;color:black">*The information is intended only for the use of the individual or entity to whom it is addressed. If you are not the intended recipient, or the employee or agent responsible for delivering it
to the intended recipient, you are hereby notified that unauthorized viewing, dissemination, distribution or copying of this transmission is in violation of the Electronic Communications Privacy Act of 1986 (18 U.S.*C. § 2700 *et seq.) as well as Domestic
and International Laws and Treaties. If you have received the communication in error, please immediately notify Zenith Law Group by telephone call to (206) 686-7373.*<o:p></o:p></span></p>
</div>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
</div>
</div>
</div>
</div>
</div>
</body>
</html>