Also known as:anti-lapse regime · antilapse · anti-lapse · antilapse statute · anti-lapse statute
Written by attorneys — see sources below.
A statutory rule of construction that supplies substitute takers for devises to certain relatives who predecease the testator. The statute directs the property to the predeceased devisee's surviving descendants by representation rather than allowing the gift to lapse into the residue or pass by intestacy. The rule yields to a contrary intention expressed in the will.
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How its tested
Common Examples
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Devise to Predeceasing Niece
Amber Alonzo executed a will leaving her brokerage accounts to her niece Audrey Ashton. Audrey died six months before Amber, survived by her daughter Alice Atkins. The personal representative distributed the accounts to Alice under the antilapse regime because Audrey was a protected relative who left a surviving descendant.
Stepdaughter's Share in Residue
Antonio Alvarado left the residue of his estate in equal shares to his stepdaughter Amelia Amari if she survived him and to his brother Albert Allen. Amelia died weeks before Antonio, survived by her son Atlas Ventures. The court applied the antilapse regime to pass Amelia's share to her son because the statute protected the stepdaughter relationship and supplied the descendant as substitute taker.
Ruotolo v. Tietjen890 A.2d 166 (Conn. App. Ct. 2006), aff’d per curiam, 916 A.2d 1 (Conn. 2007)
John N. Swanson executed his will on March 1, 1990. The residuary clause bequeathed one-half of the residue property to Hazel Brennan of Guilford, Connecticut, if she survives me.
Brennan was Swanson's stepdaughter. Kathleen Smaldone, Brennan's child, was also named as a residuary legatee in the will.
Brennan died on January 2, 2001. Swanson died seventeen days later. The will was admitted to probate on February 9, 2001.
On April 26, 2002, the Probate Court concluded that the antilapse statute was not operative and that the bequest to Brennan lapsed, passing to the intestate estate. Fred Ruotolo and Charlene Ruotolo, beneficiaries under the will, filed a motion for appeal to the Superior Court from the Probate Court decision. Smaldone filed a cross appeal.
Following a de novo hearing in the Superior Court, the court affirmed the judgment of the Probate Court. Smaldone appealed the Superior Court decision to the Appellate Court of Connecticut.
Most antilapse statutes protect grandparents and their descendants, and some also protect stepchildren. Protection does not extend to spouses or to more remote relatives outside the statutory class.
Supporting sources
How does antilapse apply to class gifts?
A person who would have qualified as a class member had the person survived the testator counts as a class member for antilapse purposes. The statute then supplies a substitute gift to that person's surviving descendants.
Supporting sources
When does an express alternative devise override antilapse?
A will provision that expressly routes a nonresiduary gift into the residue upon the devisee's failure to survive qualifies as an alternative devise. That direction controls and prevents the antilapse statute from creating a substitute gift to descendants.
Supporting sources
Does antilapse apply when the devisee leaves no surviving descendants?
No. The statute operates only when the predeceasing devisee leaves descendants who survive the testator. Absent such descendants the gift lapses and passes under the will's residuary clause or by intestacy.
Supporting sources
534 N.E.2d 782 (Mass. 1989)
…Jr., had children bom after the testator’s death makes a violation of the mie an actual fact. : The Massachusetts antilapse statute applies only to testamentary gifts to a child or other relation of a testator who predeceased the testator leaving issue surviving the testator and to class gifts to children or other…