Mistake Flashcards
Mistake in Content
wrong beneficiary/wrong gift
Omission = no remedy, can’t rewrite wills
Mistake in adding someone = can remove (not rewriting will, just excising)
Mistake in Execution
Testator signs wrong document:
1) If he didn’t intend to be will, it won’t be
2) If husband and wife sign each other’s on accident, you give them the gift anyway as if they signed it correctly
Mistake in Inducement
Gift made based on erroneous belief (you think guy’s dead, he’s not), NO REMEDY
UNLESS: Mistake AND it says in the will “Won’t give John anything cause he’s dead, if he was alive I’d give him something”
Mistake in Description (ambiguity)
Nothing fits description or 2 things fit description
LATENT AMBIGUITY: Face of will is good, use parol evidence to establish ambiguity, then to establish intent
PATENT AMBIGUITY: face of will it’s confusing (old case say no remedy)
MODERN APPROACH: parol evidence always allowed to determine intent
Mistake in Validity of a Subsequent Testamentary Instrument (Dependant Relative Revocation) DRR
When testator executes will #1, then makes will #2, physically destroys/revokes will #1, but Will #2 is either invalid or does not effectuate testator’s intent. DRR allows court to ignore revocation of will #1 because of mistake
DRR’s rationale:
Simple mistake, we can tell for sure what the intent was because of first will.
DRR technical rule:
1) If testator revokes will or portion; 2) in MISTAKEN belief that SUBSTANTIALLY IDENTICAL will/codicil effectuates her intent; 3) then by operation of law 4) revocation of first will is conditional on second will effectuating the intent/being valid; 5) if #2 is invalid or does not effectuate intent, #1 through pure legal fiction is never revoked.
DRR using parol evidence to determine destroyed will
can be probated so long as 1 witness testifies as to its terms, does not have to have been a signed witness
Mistake Regarding Living Children
AKA Pretermission: Accidentally omitted Child: Born/adopted after will drafted; takes an intestate share of estate. IF BORN BEFORE WILL WAS DRAFTED, OMITTED FOR A REASON! (unless he was omitted b/c parent thought he was dead