Intent Flashcards

1
Q

4 Issues

A

Capacity; Insane Delusion; Fraud; Undue Influence

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2
Q

Capacity

A

Over 18; Understand extent of your property; Know the ‘natural objects of your bounty’ (relatives/spouse); Know the nature of your act (devising a will and its consequence)

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3
Q

Consequence of no capacity

A

entire will void

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4
Q

Insane Delusion:

A

If at time of execution: Testator had false belief; Belief was because of sickness in mind; No evidence to support belief; Delusion affects the will.

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5
Q

Insane Delusion consequence:

A

part of will affected is removed; that affected part goes to residuary devisee or intestate succession

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6
Q

Lack of capacity v. delusion:

A

Lack of capacity = entire will is invalid b/c you don’t know what’s going on
Delusion = Just that area affected (you know what’s going on, just mistaken belief of a part of what’s happening)

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7
Q

Fraud elements:

A

1) Material Known Misrepresentation 2) With Intent to induce reliance 3) Reliance is induced

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8
Q

Types of fraud for WIlls

A

Fraud in the inducement, fraud in the execution, and Fraud in preventing testator from revoking will

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9
Q

Fraud in the Execution:

Consequence?

A

Forging testator’s will OR telling him what he’s signing isn’t a will but it is. Entire will is invalid, property passes by intestate succession, unless prior valid will

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10
Q

Fraud in the Inducement:

Consequences:

A

A misrepresentation is made to affect the contents of the will
Consequence: that part invalid

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11
Q

Fraud in inducement options for court:

A

1) give property to residuary devisees; 2) No residue=intestate succession; 3) Constructive Trust Remedy

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12
Q

Constructive Trust remedy:

A

When you make property go to residuary devisee or intestate succession and the devisee/heir becomes constructive trustee to execute will as testator wanted determined by court

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13
Q

Fraud in inducement vs. fraud in execution:

A

Fraud in Execution: Didn’t mean to sign a will

Fraud in Inducement: meant to sign will but misrepresentation affected it

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14
Q

Fraud in preventing testator from revoking

A

Similar to Fraud in Inducement (You give misrepresentation to keep testator from revoking the will so you can keep the inheritance); results in NO PROBATE of the will, constructive trustee

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15
Q

Undue Influence: Types

A

Prima Facie Case
Case Law Presumption
Statutory Presumption

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16
Q

Undue Influence: Prima Facie Elements

A

1) Testator has a weakness like psychological, financial, physical; 2)Opportunity: Wrongdoer had access to testator 3) Active participation (Wrongdoer’s action that exerted influence) 4) Unnatural result (wrongdoer gets devise, wouldn’t have otherwise) THAT PART AFFECTED VOID; goes to residuary, intestate succession, constructive trust

17
Q

Undue Influence: Case Law Presumption Elements:

A

1) Confidential relationship (attorney/client, doctor/patient; CA= close friends too!) 2) Active Participation 3)unnatural result. THAT PART AFFECTED VOID; Goes to residuary, Intestate succession, Constructive Trust Remedy

18
Q

Fraud v. Undue Influence

A

Fraud = Lie gets bad guy stuff

Undue Influence = Honesty but a threat gets bad guy stuff

19
Q

Statutory Presumption of Undue Influence:

A

Presumed to be undue influence if following get it:
person drafting gets stuff; a care custodian (nurse) of dependent adult; spouse of the two above.
Does NOT apply: if instrument is drafted by blood relative. Also if instrument is independently assessed by attorney OR transfer under $5k if estate is over $100k. CONSEQUENCE: gift lapses as if transferee predeceased, transferee does not take

20
Q

If you get anything to do with undue influence discuss:

A

ALL 3: Prima facie case of undue influence, statutory presumption of undue influence, Case Law Presumption of undue influence