Themis Essay 5310 Flashcards

Intestate Administration

1
Q

For a gift to be valid:

A

(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.

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2
Q

The burden is on a donee to establish the existence of the elements of a valid gift by

A

clear and convincing evidence.

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3
Q

The delivery element for giving a gift exists to provide clear manifestation of

A

the donor’s intent to divest himself of title and possession.

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4
Q

Sufficient delivery occurs when a donor:

A

(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.

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5
Q

The acceptance of a gift by a donee is

A

presumed.

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6
Q

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

A

invalidate the gift.

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7
Q

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

A

file an affidavit in the circuit court and seek an adjudication of parentage within one year after the death of the parent.

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8
Q

Paternity is established by

A

clear and convincing evidence.

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9
Q

Virginia statue establishes acceptable evidence to establish paternity, such as evidence the father:

A

(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.

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10
Q

The administrator of an intestate’s estate must first pay

A

any expenses and costs incurred in administering the estate.

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11
Q

After paying the intestate estate’s expenses and costs, the surviving spouse may claim:

A

(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].

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12
Q

An intestate’s augmented estate is composed of the remaining assets after:

A

(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.

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13
Q

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

A

one-third of the augmented estate to the surviving spouse, and two-thirds of the augmented estate to the intestate’s descendants by representation.

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14
Q

A surviving spouse is entitled to 100% of the augmented estate if

A

the intestate’s only child or children were also those of the surviving spouse.

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15
Q

If a surviving spouse elects the homestead allowance, then

A

that spouse is not entitled to a distribution from the intestate’s estate.

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16
Q

A surviving spouse may choose to take an elective share of the augmented estate, which for a surviving spouse who was married for at least 15 years would be

A

one-half of the augmented estate.

17
Q

A surviving spouse who chooses the elective share is entitled to

A

the homestead allowance in addition to the elective share.