Themis Essay 5310 Flashcards
Intestate Administration
For a gift to be valid:
(i) the donor must have the mental capacity and present intent to make a gift;
(ii) the gift must be delivered to the donee or his agent; and
(iii) the donee must accept the gift.
The burden is on a donee to establish the existence of the elements of a valid gift by
clear and convincing evidence.
The delivery element for giving a gift exists to provide clear manifestation of
the donor’s intent to divest himself of title and possession.
Sufficient delivery occurs when a donor:
(i) clearly expresses written intent to give a gift;
(ii) clearly describes the subject being gifted;
(iii) signs the written document;
(iv) passes the writing out of the donor’s control
(v) with the intent it reaches the donee.
The acceptance of a gift by a donee is
presumed.
When the elements of a gift are satisfied, a delay in the physical transfer of the property until the death of the donor does not
invalidate the gift.
If a child born out of wedlock seeks to inherit from a deceased biological parent and the deceased’s parentage has not previously been established, the child (or someone acting for the child) must
file an affidavit in the circuit court and seek an adjudication of parentage within one year after the death of the parent.
Paternity is established by
clear and convincing evidence.
Virginia statue establishes acceptable evidence to establish paternity, such as evidence the father:
(i) openly co-habitated with the mother 10 months prior to the child’s birth;
(ii) permitted the child to use his surname;
(iii) claimed the child as his own on a government document;
(iv) voluntarily admitted the child was his in writing under oath; or
(v) by scientifically reliable genetic testing.
The administrator of an intestate’s estate must first pay
any expenses and costs incurred in administering the estate.
After paying the intestate estate’s expenses and costs, the surviving spouse may claim:
(i) the family allowance [$24,000 or $2,000/mo. for 1 year];
(ii) a personal property exemption [$20,000]; and
(iii) a homestead exemption [$20,000].
An intestate’s augmented estate is composed of the remaining assets after:
(i) costs and expenses;
(ii) the family allowance;
(ii) the personal exemption;
(iv) the homestead exemption; and
(v) taxes and debts of the estate have all been satisfied.
If the intestate is survived by any children or descendants who are not children or descendants of the surviving spouse, then the administrator will distribute
one-third of the augmented estate to the surviving spouse, and two-thirds of the augmented estate to the intestate’s descendants by representation.
A surviving spouse is entitled to 100% of the augmented estate if
the intestate’s only child or children were also those of the surviving spouse.
If a surviving spouse elects the homestead allowance, then
that spouse is not entitled to a distribution from the intestate’s estate.