Lapsed Devise: What You Need to Know About This Legal Term

Definition & Meaning

A lapsed devise refers to a gift in a will that cannot be fulfilled because the intended recipient (the devisee) has died before the person who made the will (the devisor). In essence, if the named recipient passes away prior to the testator, the gift fails to take effect. This situation can arise for various reasons, including the death of the devisee or other circumstances that prevent the gift from being executed.

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Real-world examples

Here are a couple of examples of abatement:

Example 1: John writes a will leaving his house to his brother, Mike. If Mike dies before John, the house is considered a lapsed devise, as Mike can no longer receive the gift.

Example 2: Sarah names her friend, Lisa, as the beneficiary of her retirement account. If Lisa passes away before Sarah, the retirement account gift lapses, resulting in a different distribution of assets. (hypothetical example)

State-by-state differences

Examples of state differences (not exhaustive):

State Variation
California California law allows for anti-lapse statutes, which may prevent a devise from lapsing if the devisee has descendants.
New York In New York, a lapsed devise may pass to the residuary beneficiaries unless stated otherwise in the will.

This is not a complete list. State laws vary, and users should consult local rules for specific guidance.

Comparison with related terms

Term Definition
Lapsed Devise A gift in a will that fails because the intended recipient died before the testator.
Residuary Devise A gift that consists of the remaining assets in an estate after all specific gifts have been distributed.
Anti-Lapse Statute A law that allows a gift to pass to the descendants of a deceased beneficiary, preventing the gift from lapsing.

What to do if this term applies to you

If you are dealing with a lapsed devise, consider reviewing the will to determine if there are alternative provisions or if an anti-lapse statute applies. It may be beneficial to consult with a legal professional to explore your options. Additionally, you can utilize US Legal Forms to create or amend your will to ensure your wishes are clearly stated and to minimize the risk of lapsing gifts.

Quick facts

  • Jurisdiction: Varies by state
  • Common areas of law: Estate planning, probate law
  • Potential consequences: Gift may fail and not be distributed as intended

Key takeaways

Frequently asked questions

The gift typically fails and may not be distributed according to the testator's wishes.