Execution of Wills Flashcards

1
Q

Does Pennsylvania require a will to have a witness if actually signed by the testator himself?

A

No.

Note: an agent signing on behalf of the testator still requires two witnesses

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2
Q

Where must a signature be on a will in Pennsylvania?

A

At the end of the will. Anything following the signature will fail as a codicil or amendment

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3
Q

What is required for a valid will in Pennsylvania?

A
  1. 18 y/o and of sound mind;
  2. with present testamentary intent;
  3. signed;
  4. with at least two witnesses unless signed by the testator himself
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4
Q

If someone signs on behalf of the testator, what must also be done?

A

The testator must declare to the witnesses that they are witnessing a will

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5
Q

Does Pennsylvania automatically invalidate bequests to interested witnesses?

A

No

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6
Q

What qualifies as present testamentary intent?

A

The testator must:

  1. understand that he is executing a will;
  2. intend that it dispose of property after his death; and
  3. know and approve of the will.
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7
Q

If further acts or writings are contemplated to make a will, is the writing testamentary?

A

No, the will lack present testamentary intent

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8
Q

Are the words in a will automatically conclusive on testamentary intent?

A

No, this is a fact question

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9
Q

When is a holographic will enforceable?

A

When signed at the end of the document

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10
Q

Does a holographic will need to be witnessed?

A

No, because they are enforceable only if signed by the testator

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11
Q

What is a nuncupative will?

A

An oral will for the disposition of personal property in contemplation of immediate death. Invalid in PA.

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12
Q

What is a codicil?

A

A supplement that alters, amends, or modifies a will, rather than replacing it.

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13
Q

What is required for a codicil to be effective?

A

It must be executed with the same formalities as a will, though it does not have to be witnessed or acknowledged

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14
Q

What happens to a will upon execution of a valid codicil?

A

It is republished as of the date of the codicil

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15
Q

Can a codicil validate an invalid will?

A

Yes, if it refers to it with sufficient certainty

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16
Q

What is a pour-over will?

A

A will with a clause where at least some of a decedent’s probate property is given to the trustee of the decedent’s inter vivos trust

17
Q

What is required for a pour-over clause in a will to be valid?

A

Under the Uniform Testamentary Additions to Trusts Act (UTATA), by an act of independent significance or through incorporation by reference

18
Q

What is required to collect property pursuant to a payable-on-death clause?

A

Filing of a death certificate with the custodian of the property

19
Q

Are life insurance proceeds part of a decedent’s estate?

A

No, unless payable to the estate as a beneficiary