Revocation, changes Flashcards

1
Q

Will Revocation

A testator can revoke a will by

A

a “revocatory act” upon the will or by a “subsquent writing” that revokes the prior will, either expressly or by implication

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2
Q

No will or codicil shall be revoked unless:

what 3 points

A
  1. by a subsequent will or codicil OR
  2. writing declaring an intention to revoke and execute in manner which a will is required OR
  3. Testator or other in presence and by direction destroying will/codicil or signature thereto with the intent to revoke
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3
Q

If you revoke a will by writing on the will the writing needs to be…

A

on the wills words/writing

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4
Q

UPC revocation by

A will or any part thereof is revoked by: what 3 things

A
  1. By executing a subsequent will that revokes the previous will or part expressly or by inconsistancy OR
  2. By performing a revocationary act with the intention and for the purpose of revoking the will
  3. Or if another individual performed the act in the testators concious presence by the testators direction
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5
Q

UPC “revocatory act on the will” includes:

A
  1. burning
  2. tearing
  3. canceling
  4. obliterationg
  5. destroying
    the will or any part of it
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6
Q

UPC revocation

A burning, tearing, canaceling is a revacatory act on the will whether or not the burn, tear, or cancellation…

A

touched any of the words on the will

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7
Q

Revocaton of a will requires

A
  1. intent AND
  2. revocatory act
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8
Q

UPC 2-507 Revocation by writing or by act

If a subsequent will does not expressly revoke a previous will…

A

the execution of the subsequent willl wholy revokes the previous will by inconsistancy

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9
Q

revocation by writing or act

The testaor is presumed to have intended a subsequent will to replace rather than supplement a previous will if…

A

the subsequent will makes a complete disposiion of hte tesators estate.

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10
Q

UPC 2-507 Revocation by writing or by act

The testaor is presumed to have intended a subsequent will to replace rather than supplement a previous will if… this presumpption arises, it can be rebutted by

A

clear and convincing evidence

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11
Q

UPC 2-507 Revocation by writing or by act

The testaor is presumed to have intended a subsequent will to replace rather than supplement a previous will if… this presumpption arises and is not rebutted by clear and convincing evidence…

A

the prevous will is revoked, only the subsequent will is operative on the tesators death.

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12
Q

UPC 2-507 Revocation by writing or by act

The testator is presumed to have intended a subsequent will to supplement raher than replace a previous will if…

A

the subsequent will does not make a complete disposition of the testators estate.

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13
Q

UPC 2-507 Revocation by writing or by act

The testator is presumed to have intended a subsequent will to supplement raher than replace a previous will if… if this presumption arises is not rebutted…

A

the subsequent will revokes the previous will only o the extent the subsequent will is inconsistant with the previous will; each will is fully operative on teh testator’s death to the extent they are not incosistant

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14
Q

UPC 2-507 Revocation by writing or by act

If a later document, will or codicil, is silent about how it affects an earlier document

A

UPC 2-507(b) instructs us to look at eh testators intent.

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15
Q

UPC 2-507 Revocation by writing or by act

If a later document, will or codicil, is silent about how it affects an earlier document, UPC 2-507(b) instructs us to look at eh testators intent. It presumes…

A

an intention to replace the earlier will if the later document “makes a complete disposition, AKA contains a residuary clause

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16
Q

UPC 2-507 Revocation by writing or by act

If the later document simply changes a bequest or adds a devise or changes the executor, the later is presumed to

A

be a supplement and not a revocation

17
Q

UPC 2-507 Revocation by writing or by act

how presumption can be rebutted

A

by clear and convincing evidence that the testator intended a deifferent result.

18
Q

UPC 2-507 Revocation by writing or by act

The presumption the UPC makes for when a revoked wills is revived, depends on:

A
  1. method of revocation: act or writing
  2. what is being revoked: the whole or part
19
Q

A document that “wholly” revoked a will:

A

A will

20
Q

A document that “partly revoked: a previous will:

A

Codicil

21
Q

UPC 2-509 Revival of a Revoked WIll

If a subsequent will that wholly revoked a previous will is thereafter revoked by a revocatory act under 507, the previous will…

A

remains revoked unless it is revived

22
Q

If a subsequent will that wholly revoked a previous will is thereafter revoked by a revocatory act under 507, the previous will remain revoked unless revived. The previous will is revived if

A

it is evident from the circumstances of the revocaton of the subsequent will or from the testatorys conemporary or subsequent declarations that the testator intended the previous will to take effect as executed

23
Q

If a subsequent will that partly revoked a previous will is thereafter revoked by a revocatory act under 507
What happens to the revoked part of the previous will

A

it is revived

24
Q

If a subsequent will that partly revoked a previous will is thereafter revoked by a revocatory act under 507, a revoked part of the previous will is revived unless

A

it is evident from the circumstances of the subsequent will or form the testator’s circumstances of the revocation of subsequent will or from the testators contemporary or subsequent declarations that the testator did not intend the revoked part to take effect as created

25
Q

If a subsequent will that revoked a previous will in part or whole is thereafter revoked by another, later will, the previous will…

A

remains revoked in whole or in part, unless it or its revoked part is revived

26
Q

If a subsequent will that revoked a previous will in part or whole is thereafter revoked by another, later will… the previous will or its revoked part is revived to the extent

A

that it appears from the terms of the later will that the testator intended the previous will to take effect.

27
Q

5 steps for

how to approach a problem that has multiple wills

A
  1. Identify all potential testamentary documents
  2. order the docs by date
  3. classify doces as wills or codicils
  4. order them rom older to newest, evaluate the validity of each document
  5. Resolve any inconsistancies or conflicts, recognizing, the principles of revocation, and the concept of revival
28
Q

Common law doctrine of dependant relative revocation (law of second best) applies when

A

Applies when a testator executes a new will revoking a formerly valid will, but the new will turns out to be invalid for some reason

29
Q

Common law doctrine of dependant relative revocation (law of second best) allows

A

allows courts to re-establish the older, valid but revoked will, reasoning that the revocation of the older will “depended” on the new will being valid

30
Q

Doctrine of revival applies when

A

a testator has revoked a later will that itself revoked an earlier will

31
Q

Dependant Relative Revocation applies when

A

a will revoking a prior will is itself invalid