MEE Wills Flashcards

1
Q

What do “will substitutes” [nonprobate property] include?

And, what do you do with will substitutes?

A
  • life insurance
  • joint tenancies or tenancies by entirety (marriage)
  • inter vivos trusts
  • bank account trusts
  • deeds
  • contracts
  • inter vivos gifts, including gifts casa mortis

Will subs are removed FIRST from decedent’s estate before distributing property under a will or via intestacy

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2
Q

Difference between “total intestacy” and “partial intestacy”

A

Total: the decedent died without having made a will or their will is denied probate

Partial: decedent’s will doesn’t dispose of all their property - either b/c a gift failed or the will doesn’t contain a residuary clause

NOTE: partial is how examiners will test both “will” principles and the principles of intestacy

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3
Q

Distribution in classic per stirpes

A

Each surviving child gets 1 share; each deceased child who has at least one surviving descendant gets 1 share.

i.e., the shares divide at the “child” generation even if no children survives the intestate individual

*this is currently only a rule in a minority of states

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4
Q

Distribution under Per Capita with Representation

A

Property is divided into equal shares at the 1st generational level where there are living takers (child level, grandchild level, etc.)

e.g., if all children predecease individual, then property splits evenly among grandchildren because they are the first level with surviving takers

*majority rule

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5
Q

Distribution under the modern trend of Per Capita at Each Generational Level

A

(1) divide shares at the first generational level where there are living takers
(2) then, take the shares of the deceased persons at that level (where you previously divided), combine the shares, and divide them equally among the takers at this next generational level

Goal? Persons in the same degree of kinship to the decedent always take equal shares

*increasingly modern trend AND adopted by the UPC

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6
Q

If die intestate AND not survived by a spouse or descendants, how is the estate distributed?

A
  1. parents or surviving parent
  2. brother and sisters and their descendants (nieces & nephews)
  3. STATE SPLIT → if one parent and at least one sibling survive, (A) UPC + some states give entire estate to surviving parent; while (B) other states give ½ to surviving parent and ½ to sibling(s)
  4. ½ to paternal grandparents + descendants, ½ to maternal grandparents + descendants (with both halves to one side if no takers on the other)
  5. ½ to nearest kin on maternal side & ½ to nearest kin on paternal side (all to one side if no takers)

and while most states will continue looking for heirs until the estate is distributed, some states will–after this final level–escheat the remainder to the state

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7
Q

What does the Uniform Simultaneous Death Act (“USDA”) provide?

A

When property disposition depends on the order of death and this order cannot be established,

the property of each decedent is disposed of as if they had survived the other.

the USDA only applies if there is no sufficient evidence of survival.

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8
Q

What did the Revised USDA alter?

A

The Revised USDA incorporates the “120-hour rule”

This rule states that if an heir dies w/in 120 hours of the decedent, they are considered to have “predeceased” the decedent

Therefore, they do not take any distribution of the decedent’s property.

*The UPC also follows the 120-hour rule

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9
Q

What is required to disclaim an inheritance or gift under a will?

A

(1) disclaimer must be written;
(2) signed by the disclaimant;
(3) acknowledged before a notary; and
(4) filed with the appropriate court w/in 9 months of decedent’s death

*rule in most states BUT 9 month timeline will vary in some states

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10
Q

4 Legal Requirements to Properly Execute a Will

A

(1) legal capacity (normally, person must be 18 or older);
(2) testamentary capacity (determined at time will was executed/created);
(3) testamentary intent (present intent that this instrument operates as their will);
(4) formalities

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11
Q

5 Elements of Testamentary Capacity

A

(1) understand the nature of your act - i.e., that you are actually making a will;
(2) understand the effect of your action (dividing your property, etc.);
(3) understand the nature and extent of your property (what you have and don’t have);
(4) recognize the “natural objects of your bounty” (i.e., who your family members are); AND
(5) all above factors were done simultaneously

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12
Q

What do will formalities typically require?

A

will must…

(1) be in writing;
(2) be signed by the testator, OR by another at the testator’s direction AND in their presence;
(3) have two attesting witnesses;
(4) be signed by the testator in each of the witnesses’ presence (or, at least acknowledge their previous signature or acknowledge the will); AND
(5) have the witnesses sign in the testator’s presence

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13
Q

What is required re: formalities per the UPC?

A

a will is valid if either (1) it is attested by 2 competent witnesses, OR (2) is signed by a notary

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14
Q

“Conscious presence” test:

[re: what determines whether a persons is in another’s presence]

A

The presence requirement is satisfied if:

(1) each party was conscious of: (i) where the other parties were AND (ii) what they were doing; and
(2) the act of signing took place within the general awareness and cognizance of the other parties.

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15
Q

True or False: participation via telephone or computer is not “presence” for the purpose of fulfilling will execution requirements

A

TRUE: unless the state has specific electronic-will legislation

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16
Q

What is required to incorporate a document by reference (into a will)?

A

(1) the document must be in existence at the time the will was executed,
(2) the language of the will must sufficiently describe the writing to permit its identification, and
(3) the will must manifest an intention to incorporate the document

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17
Q

What is required of a will in order for it to be republished by a subsequent codicil? And what occurs if this does not happen?

A

The original will must have been validly executed to be eligible for republication.

If this doesn’t occur, the first will is void, and the second document is valid as a partial will rather than as a codicil.

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18
Q

What does a State’s “Slayer Statute” preclude?

A

It precludes any person who feloniously and intentionally brings about the death of the decedent from any interest in the decedent’s estate (whether through their will or via the laws of intestacy).

*NOTE: the statute ≠ bar this person from taking a share of an estate because they killed another person—even if that person is the source of the decedent’s property.

e.g., son kills husband; husband leaves wife his estate; wife dies 3 months later intestate; son would still inherit per intestacy that of mother’s estate even though son killed husband who gave wife the means within the estate

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19
Q

Doctrine of Ademption: [Maj. vs. min.; + UPC interpretation]

A

[Maj.] “Identity Theory of Ademption”: when specifically bequeathed property is not in the testator’s estate at death (they sold it, lost it, etc.), the bequest fails and the individual takes nothing. This theory uses an objective test where the testator’s intent is irrelevant. No longer own? Too bad. Person gets nothing.

[min.] substitution: some courts allow beneficiary to take a substitute property if they can show the testator intended the beneficiary to take that property.

UPC: a specific devisee (recipient of real property) has the right to real and tangible personal property that was acquired by the testator as a replacement for the devised property.

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20
Q

Definition: Holographic Will

A

a will that is entirely in the testator’s handwriting and has no attesting witnesses

AND

they must contain the following to be valid:

(1) all material portions of the will in the testator’s handwriting; AND
(2) be signed and dated

*NOTE: doesn’t require Ws nor that the testator signs the will at the end of the document, just sign it somewhere

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21
Q

What is the result of making handwritten changes like interlineations, changes to the beneficiaries, amounts, etc.,

after the will was executed properly and attested (2 different results)

A

Either:

(1) the changes are given NO effect and, in fact, may result in a revocation of the will

OR

(2) if the changes occur in a jurisdiction that recognizes holographic wills, these changes may be construed as a valid holographic codicil

22
Q

Def.: specific devise or legacy

A

a gift of a particular item of property distinct from all other objects in the testator’s estate

e.g., I leave my iMac computer, serial number: ###### to A.

23
Q

Definitions:

(1) devise
(2) bequest
(3) legacy

A

DEVISE: a gift of real property

BEQUEST: a gift of personal property

LEGACY: a gift of personal property in a will, usually $

24
Q

Def.: General Legacy

A

a gift of a general economic benefit (often a $ amount) payable out of the general assets of the estate w/o requiring any particular source of payment

e.g., “I leave $10,000 to Walter Bishop.”

25
Q

Def.: Demonstrative Legacy

A

a gift of a general amount that is to be paid from a particular source or fund;

treated like a hybrid of a specific and general legacy →

treated as a specific to the extent the source of payment is available

treated as a general to the extent of any shortfall of that source of payment

e.g., “I leave $10,000 to Walter Bishop from my account at Superior State Bank.”

26
Q

What is ademption by satisfaction?

A

When property is no longer in the testator’s estate b/c the testator made an inter vivos transfer to the beneficiary after execution of the will but before they died

If the testator intends to the transfer to have effect, this is thus treated like an “advance” where property received before death but still counts when determining what that beneficiary receives in total after death

*WO: most state require a writing or specific instructions in the will before the gift is deemed a “satisfaction”

27
Q

Testator is giving stock shares to person A.

Stock Splits & Stock Dividends → what happens?

A

At CL: stock splits will be added to A’s total BUT stock dividends will not be

Per the UPC: both splits and dividends will be added to A’s total

*UPC is the majority approach now

28
Q

What is abatement and what is the traditional order for abatement if the testator hasn’t specified an order?

A

Abatement: the process of reducing testamentary gifts where the estate assets are not sufficient to pay all claims against the estate and satisfy all bequests and devises.

Default order of what is reduced if one isn’t described in will:

(1) property passing by intestacy
(2) residuary estate
(3) general legacies
(4) demonstrative legacies
(5) specific bequests and devises

NOTE: if everything can be satisfied from a designated source, demonstrative legacies are treated as specific legacies for abatement;

BUT, if the fund is insufficient, demonstrative legacies are treated as general legacies for abatement

29
Q

What does an “anti-lapse” statute do re: wills?

A

These operate to save the gift from lapsing if the predeceasing beneficiary was in a specified degree of relationship to the testator (e.g., beneficiary was a descendant of T, T’s parent, or T’s grandparent) AND left descendants who survived T.

SO → instead of the gift lapsing, it will go to any of the descendants that beneficiary left after death

*States have to have this type of statute; it will apply unless something in the will speaks to the contrary

30
Q

Is extrinsic evidence admissible to correct a patent ambiguity in a will?

A

YES - per modern approach, but this can’t be used to fill in any blank spaces or supply omitted gifts

whereas, at CL, this was NOT allowed

31
Q

What is a “reciprocal” or “mutual” will?

A

these are separate wills executed by two or more Ts that contain substantially similar provisions (typically wills of spouses)

32
Q

Re: Wills -> What are “powers of appointment?”

Difference b/w general and specific powers of appointment

A

Appointment, generally = authority granted to a person (called “donee” of power) that allows them to designate, within the limits prescribed by the creator of the power, the persons who stall take the property and the manner in which they will take it

General power of appointment = a power exercisable in favor of anyone including the donee themself, their estate, their creditors, or the creditors of their estate

Special power of appointment = a power exercisable in favor of only a limited class of appointees that excludes the donee, their estate, their creditors, or the creditors of their estate

33
Q

Will Revocation by Law (marriage/divorce)

A

Can be done by:

(1) marriage following will execution:

MOST STATES → this has no effect on earlier will; i.e, most states DO NOT revoke earlier will after marriage

but, some states & UPC → new spouse takes an intestate share as an omitted spouse UNLESS:

(i) the will makes provision for the new spouse; (ii) omission was intentional; OR (iii) will was made in contemplation of marriage
(2) Divorce or annulment: *which must be FINAL (not just filing for divorce)

MOST STATES → revokes all gifts and fiduciary appointments in favor of the former spouse BUT will remains valid & is read as if former spouse predeceased T

but, some states & UPC → revoke gifts from ex-spouse’s relatives who are not also relatives of T (in-laws, etc.)

34
Q

Will Revocation by Physical Act:

A
  1. can be done by burning, tearing, canceling, or obliterating a material portion; BUT
  2. must have the intent to revoke (can’t have accidentally shredded your will thinking it was a coupon)

*may direct someone else to do this for you → but majority rule is this (1) must be done at T’s request and (2) in T’s presence

35
Q

Will Revocation by Written Instrument

A

Can either

(1) expressly revoke through a “subsequent instrument”/new will (e.g., “I hereby revoke all prior wills and codicils”)
(2) impliedly revoke where new instrument completely disposes of T’s property, old will is completely revoked by inconsistency → but if only partially disposes, old will is only revoked as to the extent of the inconsistent provisions

36
Q

Will “revival” approach under the UPC

A

UPC/maj. = main goal -> look at T’s intent:

if a will wholly revokes a previous will but is itself revoked later, the previous will remains revoked

UNLESS it is evident from the circumstances or T’s statements that T intended to revive it

if the original will was only partially revoked, the revoked provisions are revived unless it is evident from the circumstances or T’s statements that T did not intent to revive the provisions

37
Q

Will “revival” approach in non-UPC/majority of states (two options)

A

Automatic revival → some states; theory that revoking the will did not take effect b/c it was revoked prior to T’s death

No Revival → once revoked, always revoked; previous will can only be revived if it is re-executed (re-signed and witnessed) OR republished by a validly executed codicil

38
Q

What is: “Conditional Will Revocation”

A

Can be express (very rare): T states in the revoking instrument that revocation is effective upon the happening (or not) of a named event

Or implied (called doctrine of Dependent Relative Revocation or DRR): applies as an “assumption” that T would not have revoked the first will unless the second will was entirely valid → where we ask two questions

(1) was revocation of Will 1 impliedly conditioned on the validity of Will 2?
(2) would T have preferred Will 1 over intestacy?

*the more similar the two wills are, the more likely a court will institute DRR

39
Q

What are “elective share” statutes?

A

Where we give the surviving spouse an “election” to take a statutory share of the decedent’s estate in lieu of taking under the decedent’s will.

why? b/c will sometimes gives nothing to a spouse where decedent may have been primary wage owner; statutes kick in to prohibit this

what goes into the share? things within & outside the probate estate - called “augmented estate” (for outside it)

AND → notice must be filed by the surviving spouse of the election w/in a specified period (usually 6 months from will’s admission to probate)

40
Q

An “insane delusion” will destroy testamentary capacity ONLY when…

A

there is a connection (nexus) b/w the property disposition and the insane delusion (defined as a belief in facts that do no exist and that no rational person would believe existed)

41
Q

3 requirement for proving “undue influence” when making a will:

A
  1. the influence existed and was exerted;
  2. the effect of the influence was to overpower the mind of free will of T (so that will reflects desires of person exerting this influence instead of T); AND
  3. CAUSATION: resulting testamentary disposition would not have been executed but for the influence

*NOTE: pleading, begging, nagging, cajoling, or threatening ≠ undue influence

42
Q

Factors to consider when looking at whether undue influence occurred in will drafting:

A
  1. unnatural dispositions, such as cutting out close family
  2. opportunity or access to T
  3. confidential or fiduciary relationship b/w parties
  4. the ability of T to resist (subjective)
  5. beneficiary’s involvement w/ the drafting or execution of the will
43
Q

What is required to prove “fraud” occurred in will drafting or execution?

+ fraud in the execution vs. fraud in the inducement?

A

elements of fraud:

  1. false rep made to T
  2. knowledge of falsity by person making statement
  3. T reasonably believed the statement; AND
  4. the statement caused T to execute a will or make a particular disposition that T would not have made but for the misrepresentation

Fraud in the Execution: (aka fraud in the factum) misrep identity or contents of the instrument → T didn’t know document was a will or its contents

Fraud in the Inducement: where T knows they are executing a will and what is contains, BUT T is deceived as to some extrinsic fact and makes the will or gift based on that fact

44
Q

Reformation for Mistake under UPC - what is allowed?

A

A Ct may reform a will, even if it’s unambiguous, to conform to T’s intent if it is proven by clear and convincing evidence that T’s intent and the terms of the will were affected by a mistake of law or fact.

45
Q

Maj./min.: No-Contest Clauses

A

No-contest clause = provision in will that strips beneficiary of their interests in the estate if they contest the will and lose

Maj.: under UPC and in most states, this is ok and will be enforced unless beneficiary has probable cause for brining the contest

min.: give these clauses full effect regardless of whether there was probable cause for the contest

46
Q

As an exception to the ademption doctrine, what is the result when a guardian or conservator is appointed for the testator after the will is executed and bequeathed property is sold by the guardian?

A

The intended beneficiary of the bequeathed property is entitled to the sale proceeds–at least to the extent they have not been spend for the testator’s care.

47
Q

T/F: The fact that a will is handwritten makes it a holographic will.

A

FALSE → if a will is handwritten and is attested by 3 WITNESSES - then the will is just a normal will (i.e., requires 1 more witness than if will was not handwritten)

if will is handwritten, includes the material portions, is signed and dated = holographic will; does NOT require witnesses

48
Q

All states have some form of an “anti-lapse” statute, what does this do?

A

It saves the gift if the predeceasing beneficiary was in a certain degree of relationship to the testator AND left descendants who survived the testator

and rather than the gift being saved for the predeceasing beneficiary’s estate, the statute allows those descendants to take as substitute takers

49
Q

order of abatement if will doesn’t specify otherwise

A

intestate property → residuary → general legacies → specific devises/bequests

50
Q

If parties assert a claim against testator’s estate on a theory of contract, what law controls?

A

contracts law, not wills

51
Q

What is required for a contract to make a testamentary gift? (CL v. UPC)

A

CL: no writing required, evidence of formation is enough

UPC: a K to make a testamentary gift can ONLY be established if:

  1. will includes material provisions of the K;
  2. will expressly referencesthe K + extrinsic evidence proving K terms;AND
  3. there exists a writing signed by decedent evidencing K

*Watch out for any overlap with the Statute of Frauds → a party can argue “part performance” to bring an unwritten contract out of the SOF → only applied if probate code doesn’t directly require a writing, in which case the above 3 things per UPC are typically required

52
Q

What is “integration,” what must the will proponent show, and what are examples of integration?

A

Integration of a will = process of embodying several sheets of paper or documents into a single, entire will, validated by a single action of execution.

Will proponent must show that ALL pages were present when will executed AND that testator intended each page be part of the will

presence and intent are presumed (examples) when → (i) the pages are physically connected, (ii) there is an internal coherence of the provisions within running from one page to another, (iii) read together, the pages set out an orderly dispositional plan, &/or (iv) there’s a pagination scheme (page 1 of 3, etc.)