Themis Essay 916 Flashcards
A will is construed as if
executed immediately before the death of the testator.
If a will is found to be ambiguous, then evidence
of the facts and circumstances is admissible to assist the court.
Patent and latent ambiguities
are not distinguished by Virginia as they are in other jurisdictions.
A patent ambiguity is one apparent from the face of a will;
a latent ambiguity is one that is not.
Extrinsic evidence of facts and circumstances, such as the state of a testator’s property, his relations to persons, his opinions, and his habits of thought and of language are
always admissible to help explain ambiguities or the meaning of the words used by a testator.
Conditions that unreasonably limit the ability of beneficiaries to marry are
generally struck down as against public policy.
Virginia applies the cy pres doctrine to wills, which
allows the court to reform a charitable gift in a manner necessary to carry out the general intent of the testator.
If a will makes a gift to a charitable organization that is no longer in existence (or if the specific purpose of the gift cannot be achieved),
it is possible that a court would invoke the doctrine of cy pres to reform the gift.
To create a testamentary trust, a testator must
evidence an intent to create a trust, name one or more beneficiaries of the trust, indicate the duties that the trustee must perform, and fund the trust.
Virginia recognizes a trust may be created for the care of an
animal who is alive when the settlor dies, provided the amount placed in the trust is not excessive.
When a person who is named as a trustee cannot or will not serve and the trust makes no provision for another trustee,
the trust is not terminated but instead the court can appoint a replacement trustee.
Virginia law requires a person to survive a decedent by
120 hours in order to inherit as an heir through intestacy or a beneficiary under a will.
A gift under a will to a deceased beneficiary
lapses (fails).
If a deceased beneficiary is a grandparent or descendant of a grandparent of the testator,
the Virginia anti-lapse statute presumes a gift in favor of the deceased beneficiary’s surviving descendants in order to save the gift.
Under Virginia’s intestacy statute, if the decedent leaves no surviving spouse,
the surviving descendants take.