<html><head><meta http-equiv="Content-Type" content="text/html charset=utf-8"></head><body style="word-wrap: break-word; -webkit-nbsp-mode: space; -webkit-line-break: after-white-space;" class="">Hello list mates —<div class=""><br class=""></div><div class="">I have a client who would like to disclaim an interest in real estate that he is to receive under his father’s will. His mother is alive and still owns a community interest in the real property. The client would like to disclaim such that his mother receives the deceased father’s community share of the property. The mother is entitled to the residuary estate. </div><div class=""><br class=""></div><div class="">In the particular situation, I am not certain that with a disclaimer the property will become part of the residuary estate. If the the effect of the disclaimer is that the disclaimant is treated as predeceasing the testator, will the property pass to the heirs of the disclaimant as opposed to the residuary estate? The dispositive language of the will reads as follows:</div><div class=""><br class=""></div><blockquote style="margin: 0 0 0 40px; border: none; padding: 0px;" class=""><div class=""><u class="">Bequest of Condominium</u>. My entire interest, if any, in the condominium located at <i class="">abc street any town USA </i>(the “Condominium") subject to any encumbrances thereon, all appliances, furniture, fixtures, … located therein not otherwise disposed of by this instrument, and interest in insurance policies covering any of the foregoing, shall be distributed outright to my son, <i class="">John Doe.</i></div></blockquote><div class=""><i class=""><br class=""></i></div><div class="">Without a survivorship clause, will the disclaimant's heirs take the condo under this scenario? If so, is there a solution that gets the property to Mom? If not, the client will be fine co-owing with Mom. However, he believes that mom should own the entire property and then if she chooses to give to him later then that will be satisfactory.</div><div class=""><br class=""></div><div class="">Please let me know your thoughts.</div><div class=""><br class=""></div><div class="">Thank you </div><div class=""><br class=""></div><div class="">Rich<br class=""><div class="">
<div style="color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; orphans: 2; widows: 2;" class=""><b style="font-size: large;" class=""><u class=""><br class="Apple-interchange-newline"><br class=""></u></b></div><div style="color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; orphans: 2; widows: 2;" class=""><u class=""><font face="Copperplate Gothic Bold" size="4" class=""><b class="">RICH McENTEE</b></font></u></div><div style="color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; orphans: 2; widows: 2;" class=""><font face="Copperplate Gothic Bold" size="4" class=""><b class="">McENTEE LAW OFFICE</b></font></div><div style="color: rgb(0, 0, 0); font-family: Helvetica; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; orphans: 2; widows: 2; " class=""><div class=""><font face="Copperplate" class="">3800 Bridgeport Way W, Ste A411</font></div><div class=""><font face="Copperplate" class="">University Place, WA 98466</font></div><div class=""><font face="Copperplate" class="">253.227.9894(m)</font></div></div><div style="color: rgb(0, 0, 0); font-family: Helvetica; font-size: 12px; font-style: normal; font-variant: normal; font-weight: normal; letter-spacing: normal; line-height: normal; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px; orphans: 2; widows: 2;" class=""><span style="font-family: Copperplate;" class=""><a href="mailto:jrmcentee@gmail.com" class="">jrmcentee@gmail.com</a></span> </div>
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