Will Anti-Lapse and Substitute Gifts in Washington
At a glance
| Instruments and gifts covered | Property gifts and appointee appointments under will or grantor's qualifying trust (§ 11.12.110). |
|---|---|
| Which devisees qualify | Named recipient is issue of a grandparent of the decedent (§ 11.12.110). |
| Death or failure trigger | Recipient dies before decedent or before the recipient's interest is no longer contingent (§ 11.12.110). |
| Descendant survival period | Substitute descendants must survive decedent; § 11.12.110 states no hour count (§ 11.12.110). |
| Who takes and how | Same-degree descendants take equally; more remote descendants take by representation (§ 11.12.110). |
| Class gifts | No separate class-share formula; the rule applies to property given to qualifying grandparent's issue (§ 11.12.110). |
| Failed gift and residue | Survival-conditioned gift lapses into residue, otherwise descent/distribution; failed share of multiperson residue goes proportionally to others, subject to substitution (§§ 11.12.120(1)–(2), 11.12.110). |
| Contrary intent and survival words | Substitution applies 'unless otherwise provided'; survival-conditioned lapse rule likewise yields to contrary provision (§§ 11.12.110, 11.12.120(1)). |
| Alternative gifts and appointments | Will appointments covered; appointment to deceased appointee otherwise ineffective subject to §§ 11.12.110–.120; no express alternative-gift priority (§§ 11.12.110, 11.95A.250(1)). |
| Trust and nonprobate reach | Grantor's trust must become irrevocable by its terms upon or before grantor's death (§ 11.12.110). |
Requirements one by one
Covered recipient and timing
RCW § 11.12.110 applies when a property gift or appointment under a will or qualifying grantor trust is made to issue of a grandparent of the decedent. It covers death before the decedent and death before the issue's interest stops being subject to a contingency. Descendants who survive the decedent take as the predeceased issue would have taken; the section does not state a specific hour count.
Shares and failed gifts
Under § 11.12.110, descendants in the same degree of kinship to the deceased issue take equally; if their degrees differ, more remote descendants take by representation. Section 11.12.120(1) sends a will gift conditioned on survival that lapses into the residue, or otherwise through descent and distribution. Under § 11.12.120(2), a failed share of a multiperson residue passes proportionally to the other residuary recipients, subject to § 11.12.110's substitution rule.
Trust and appointment reach
Section 11.12.110 includes a trust of which the decedent is grantor only if its terms make it irrevocable upon or before the grantor's death. It expressly includes an appointee appointed under a will. Under § 11.95A.250(1), an appointment to a deceased appointee is otherwise ineffective, subject to §§ 11.12.110 and 11.12.120. Section 11.95A.250(2) separately lets a holder of a nongeneral power appoint to a deceased permissible appointee's descendant, even if the donor did not describe that descendant as permissible, unless the creating instrument shows contrary intent.
What trips people up
The substitution in § 11.12.110 begins “Unless otherwise provided,” so the instrument's wording matters. Section 11.12.120(4) also treats a will appointment as a gift that may form part of the residue; the fallback cannot be assessed solely from an ordinary cash bequest.
Common questions
Does a descendant have to survive until a later contingency ends? Section 11.12.110 requires surviving the decedent, even when the named issue dies before the interest stops being contingent.
Do all substitute descendants split equally? Only if they are in the same degree of kinship to the deceased issue; otherwise § 11.12.110 uses representation.
Statutes and sources
- RCW §§ 11.12.110, 11.12.120, and 11.95A.250. The source fields above contain verbatim official excerpts, URLs, and access dates.
Source links
Every statute quoted above, linked, with the date we checked it.
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