Week 10 Flashcards
What kind of property is 6132?
tangible personal property
What is the upper limit on 6132?
Why?
$25,000
So, large estates aren’t messed with
What is intangible property in 6132?
fungible things, that can be exchanged, e.g., stocks
When does 6132 matter?
Otherwise?
the document came after the will
Can just use 6130, and 25,000 doesn’t apply
What is Johnson v. Johnson about?
Facts?
Issue?
Holding?
Rationale?
Should it be cited to on the final? Why?
Incorporation by reference
Dexter G. Johnson typed a will that he did not sign or have witnessed. He handwrote another testamentary provision on the same document and signed the will.
The Court considers whether the document may be admitted to probate.
Court allowed the will into probate
Handwritten words are a codicil to the will; Codicil incorporates by references and republishes the will
No; it was wrongly decided; poorly reasoned
What’s wrong with this quote from Johnson v. Johnson:
“A will may be so defective, as here, that it is not entitled to probate but if testamentary in character it is a will, nonetheless.”
(2)
Seems to have dismissed all the formalities
Not a will until admitted into probate
What is wrong with the rationale of Johnson v. Johnson, i.e., incorporation by reference + republication?
Incorporation by reference is mutually exclusive with republication since you can only do the former with a codicil and the latter with a will. There was no earlier will, so can’t repbulish (can’t codicil to a non-will).
When can a republication by codicil cure a defect of a will?
When the defect is nonfatal
Why doesn’t incorporation by reference work in Johnson v. Johnson?
- Writing is in existince at the time the will was executed
- Doesn’t specifically reference the prior writing
- No identification of the prior writing
What about Johnson v. Johnson if in CA? (2)
What provision?
might allow typewritten part of the will to just be the will
or make it all the will
6110 (c)(2): show clear and convincing evidence of intent
(no such provision in OK)
What is the statute for acts of independent significance?
What is an example of an act of independent significance? Result?
6131
I give my car to Jeremy. At the time they wrote the will, had a Ford. When he dies, he has a Lamborghini. Jeremy gets the Lamborghini.
What are the three problems in construction of wills?
- Obvious mistakes in the will
- Changes in the family situation between writing of will and testator dies
- Giving away things you don’t have
When do we allow extrinsic evidence in CA?
To resolve ambiguities in a will
What is the general rule about reformation of wills?
Can’t reform them
What is Mahoney v. Grainger about?
Facts?
Issue?
Holding?
Rationale?
Constructive trust? Why or why not?
Mistakes in Wills
Sullivan executed a will that disposed her real and personal property to her “heirs at law.” Extrinsic evidence revealed that she informed her attorney that she wanted to leave her property to her twenty-five cousins, equally. The trial judge ruled that Sullivan’s only heir at law was her aunt and not her twenty-five cousins.
Whether extrinsic evidence that a testator intended to dispose property to beneficiaries not named in the will may be admitted when a beneficiary can be ascertained from the face of the will?
No.
The words used in the will, “heirs at law living at the time of my decease” undoubtedly refer to the testator’s aunt and not her cousins. The testator’ only heir at law was her aunt. Extrinsic evidence would only be admissible to help to determine the meaning of testaemtnary language that its not clear in its application to the facts.
No; no wrongdoing by aunt
What if Mahoney v. Grainger were decided in CA?
CA courts will find an ambiguity in the will so that extrinsic evidence is allowed in
What is an ambiguity?
the ability to make more than one reasonable interpretation of the language