Civil Competencies Flashcards
Competency BOP
On person alleging incompetence
Testamentary Capacity Def
Capacity to make last will/testament
4 Understandings for Testamentary Capacity
- Writing a will and will provides for disposition of property after death
- Extent of his bounty (at least general terms)
- Identity and relationship of those who have natural claims on his bounty (natural heirs)
- (Sometimes) how the property will be distributed and (sometimes) his relationship to the members of his family or effect of his will on others
Contested Wills BOP
On person trying to invalidate, usually by CACE
If will invalidated by judge
Provisions have no effect, so distr proceeds under any valid that exists or under “intestate succession”
Insane Delusions re: Will
Def & Effect
Delusions accounted for only by mental d/o / no basis in fact/no existence except mind of delusional person
Can invalidate will
Undue Influence (what it is, elements, result)
Someone manipulates/deceives other with intent causing them to alter will (often romantic or dependency-related)
- Elements of coercion, compulsion, or restraint so will doesn’t represent wishes of testator
- Can cause will to be invalidated, even if testamentary capacity
4 Factors Signal Undue Influence
- Unnatural disposition of property
- Property disposition made by person vulnerable to influence from person who stands to gain from disposition
- Person who stands to gain has opportunities to unduly influence testator
- Person who stands to gain has used influence through improper means
Incompetence to Enter Contract
Not valid if 1 party didn’t have true understanding of what was doing, due to mental disability (including cog) meaning unable to appreciate nature of transaction/ramifications. Not just ignorance or lack of sophistication
Contract Degree of Competence vs. Testamentary Capacity
Contract higher required bc of adversary interest
3 Factors to Consider in Parental Fitness Evals (+ 1 modifier)
Severity of parental MI, SUD, or ID
- Also ability to appreciate/address any special needs of child. May be fit for nml child but not this one
Competence to Vote History (& Rejected Standards)
Many states fairly recently had laws restricting or barring MI/ID (“idiot,” “lunatic,” “insane”), but efforts to remove status-related barrs
- Rejected standards that they have “intelligent understanding of the issues at stake” and be literate
3 Pieces of Possible Evidence Incompetent to Manage Finances
- Squanders money
- Hoards assets to point of depriving self or family of necessities
- Easily financially victimized by designing persons
2 Types of Guardians
Guardian of person (plenary)
Guardian of estate (conservator)
Guardianship Standards (Gen, Trend, Consideration)
Often vague and variable, some states moving towards functional definitions that lack ability to provide for their basic functional needs.
- Before guardian appt’d, needs to find there is a need for guardian & no less restrictive alternative
5 Possible Alternatives for Guardians
Guardian of estate only
Appt of a representative payee for SS benefits
Custodian of VA funds
Trust
DPOA