Wills

Question 1

** Abatement

Answer 1

Process of recuding testamentary gifts in cahses where the estate assets are not enough to pay all claims against the estate and satisfy all claims

Not enough money/property to pay everyone. Most states abate in order of -

1. Partial intestacy
2. Residual
3. Demonstrative
4. Specific gifts (strongest, most likely to take effect)
   - Categories may favor real property gifts

** Will abate pro rata

Question 2

Ademption

Answer 2

Generally, when specifically bequeathed property is not owned by the testator at death, the bequest is ademed (it fails).
- Identity theory: majority; ademption is objective and does not take into account testator’s probable intent. Does not matter why/why not in the estate.
EXCEPTION: if guardian or conservator appointed after will is executed and before sale, beneficiary is entitled to sale proceeds to the extent they have not been used for testator’s care.

Question 3

** Ademption by Extinction

Answer 3

Item given is not in the estate.
Generally, under IDENTITY rule, gifts ademe (fail) and beneficiary gets NOTHING.
- In some states, beneficiary will get replacement property, receive balance of purchase price, receive condemnation/insurance proceeds, trace intro proceeds if sold by guardian

Question 4

** Ademption by Satisfaction

Answer 4

Beneficiary receives the gifted property BEFORE the testator’s death (analogous to advancement). Does not arise with specific gifts…usually with money.

• Usually need a writing
• INTENT must be at the time of giving the inter vivos gift
• Changes in value of items are irrelevant
• Beneficiary usually takes the increased amount of shares if there was a stock split, etc. Won’t get newly purchased securities.

Question 5

** Adopted Children as Heirs

Answer 5

• Will inherit from and through adopted parents, as if they were a natural born child.
• States vary as to biological parents / stepparent adoptions
• Adoptive parents can take from/through biological child, biological parents do not, even in states where child can inherit from bio parents

Question 6

** Alterations on the face of the will

Answer 6

Any addition, alteration, interlineation or deletion made after the will has been signed is INEFFECTIVE to change the will, unless it is RE-EXECUTED with proper formalities (or it is recognized as a holographic will)

Question 7

Anti-lapse statutes

Answer 7

Prevent lapse under certain circumstances by substituting descendants of predeceased beneficiary for the predeceased beneficiary.

• Trying to carry out intent of testator. If will provides otherwise…e.g., “if he survives me”
• Sometimes must be child, grandchild, etc. Very few apply to non-relative.

Question 8

Bequest of stock

Answer 8

common law: a specific bequest of stocks includes any additional shares produced by a stock split, but not produced by a stock dividend.
UPC / majority: stock includes dividends

Question 9

Codicil

Answer 9

Amendment to an existing will; republishes the will, except for the parts that are inconsistence. Treated as one document speaking from the date of the codicil.
- If you prove the codicil, can prove the will even if it was defective

Question 10

Decedent’s death caused by heir/beneficiary

Answer 10

SLAYER STATUTE: precludes a murderer from inheriting/being a beneficiary
CONSTRUCTIVE TRUST: equitable remedy; prevents unjust enrichment
- Lesser degrees than Murder 1…courts must balance policies

Question 11

** Disinterested parties

Answer 11

Creditors, fiduciaries, attorneys

Question 12

Execution of Wills

Answer 12

Most states require exact compliance with will formalities. Some forgive harmless error.
Real property: law of the situs
Personal property: law of the domicile at death
1. Legal capacity (majority, at least 18 y.o.)
2. Testamentary capacity (sound mind)
3. Testamentary intent
4. Formalities (depend on the kind of will)

Question 13

** Grants to a former spouse

Answer 13

REVOKED, even appointments as executor, guardian, or trustee

Question 14

** Holographic will

Answer 14

Written in testator’s handwriting. Many states do not require witnesses.
- Most states require virtually everything be handwritten; others allow for just the material portions to be handwritten

Question 15

Incorporation by Reference

Answer 15

Incorporate extraneous document by referencing it in the will. Treated as part of the will.

1. Intent
2. Writing must be IN EXISTENCE when will was executed
3. Writing must be clearly identified

Question 16

** Interlineations, changes to beneficiaries etc. after an attested will

Answer 16

Usually not given effect, may in fact be a revocation

** If the changes are made in a jxn that recognizes holographic wills….may be construed as a HOLOGRAPHIC CODICIL

Question 17

Lapse in residuary gift

Answer 17

Commow law: part of residual allocated to decedent goes by intestacy
Modern: apply survivorship language so survivors split residual

Question 18

Lapsed gift

Answer 18

Beneficiary predeceases the testator (physically or legally)
Generally
1. Terms of will
2. Rule of law (anti-lapse rules)
3. Residuary clause
4. Intestacy

Question 19

** Non-marital children

Answer 19

Take from mother just like any other child. Many states impose additional requirements for child to inherit from father, e.g., paternity test, acknowledgement

Question 20

Non-probate property transfers

Answer 20

Must be removed from estate; does not go through intestacy or will

1. Inter vivos gifts
2. Inter vivos living trust (passes under terms of trust)
3. Remainder interests / executory interests in property
4. Joint tenancy with right of survivorship (c.f. tenancies in common, go through probate)
5. POD/TOD property to designated individuals
6. Contract rights (e.g., life insurance, retirement plans, death beneficiary is paid)

Question 21

Per Capita at Each Generation

Answer 21

Start by dividing into shares at the first generation with survivors, including to deceased with surviving children. Then POOL the shares of lower generation so they get EQUAL shares.

Question 22

Per Capita with Representation

Answer 22

Majority. Divide at the first generation with surviving members, including to deceased with survivors.

• May skip the parent generation if they are all dead; divide equally amongst cousins
• If deceased, divide up amongst descendants.

Question 23

Per stirpes

Answer 23

Minority. Divide into shares at the first generation below decedent. One share for each SURVIVING child, and one share for each predeceased child WITH DESCENDANTS, then divide those shares up between survivors.

• Keeps property in discrete segments for each branch of the family
• Grandchildren may end up with unequal shares than their cousins

Question 24

** Phone call during the execution process

Answer 24

Participating via computer/phone is not “presence” for the purpose of fulfilling excution statute unless state has specific legislation in place

Question 25

Pour over provision

Answer 25

Provision in will that leaves property to an inter vivos trust - Modern: the trust does not need to be previously funded, pour-over can be initial integration

Question 26

Presumption of Non-Revocation

Answer 26

If will is found in normal location and there are no suspicious circumstances - Person trying to prove validity of will has BoP to show that will was not revoked

Question 27

Presumption of Revocation

Answer 27

If you cannot find the will, presumed destroyed - Possible the rebut with evidence

Question 28

Presumption of Undue Influence

Answer 28

1. A confidential relationship existed between the testator and beneficiary 2. The beneficiary participated in procuring or drafting the will 3. The provisions of the will appear to be unnatural and favor the person - If these are met, burden shifts to proponent of the will

Question 29

\*\* Pretermitted / Omitted Child

Answer 29

``` Carry out testator's presumed intent; would have provided for children. Generally, children born / adopted after will execution - May be deprived of share if the entire estate is left to child's other parent (presumed other parent will care for child), proof that omission was intentional, child has been provided for outside of the will (e.g., beneficiary of account), class gift ```

Question 30

Republication

Answer 30

Codicil: to republish a will, it must have been validly executed. A codicil that attempts to republish an invalid will = partial will. - Can impact pretermitted child! If they were born or not at the time of republication

Question 31

\*\* Requirements for Valid Written Will

Answer 31

Most states require 1. Signed by testator 2. 2 witnesses

Question 32

Revocation

Answer 32

1. Operation of Law 2. Physical Act 3. Subsequent Writing

Question 33

Revocation by Operation of Law

Answer 33

- Marriage: omitted spouse can receive intestate share unless will provides for spouse, there is clear evidence that omission was intentional, or testator executed the will in contemplation of getting married - Finalized divorce: majority, all provisions in favor of ex spouse are void. Some states also void gifts to other ex-relatives. If get remarried, not void. Property passes through terms of will as if ex-spouse had died first, e.g. lapse. - Murder testator, cannot take (slayer statute / constructive trust)

Question 34

Revocation by Physical Act

Answer 34

1. Intent to revoke (c.f. destroyed by mistake) 2. Mental capacity (sound mind, no fraud/duress) 3. Physical act (burning, tearing, etc.)

Question 35

Revocation by subsequent will/codicil

Answer 35

EXPRESS: In will, "I hereby revoke all prior wills and codicils." - "This is my last will," does not INCONSISTENCY: new prevails over old

Question 36

\*\* Stepchildren as Heirs

Answer 36

Not usually included in intestate distribution. - Possible to demonstrate adoption by estoppel.

Question 37

Survival for intestacy

Answer 37

Most states and UPC impose a 120 hour / 5 day period. If die before then, treated as if they predeceased testate.

Question 38

\*\* Undue Influence

Answer 38

\*\* Free will of testator must have been DESTROYED Grounds for contesting a will. Contestants have BoP. If so, will is VOID. 1. Prove INFLUENCE actually EXISTED and was EXERTED 2. OVERPOWERED the testator's mind such that resistance was FUTILE and will reflects desires of influencer, not testator 3. CAUSATION Proved by direct evidence, circumstantial evidence like - Unnatural disposition - Opportunity to influence\*\* Not enough on its own! - CONFIDENTIAL RELATIONSHIP between parties - PRESUMPTION of undue influence if ATTORNEY-beneficiary drafted, unless closely related - Ability of testator to resist - Beneficiary involved in drafting the will

Question 39

\*\* Validation of a will by codicil

Answer 39

Codicil can validate a previously attested to will, better if the original document was INTENDED as a will

Question 40

\*\* What kind of interest does a beneficiary have in a will

Answer 40

Expectancy interest

Question 41

\*\* Words of survivorship

Answer 41

In MOST states, words of survivorship are considered a contrary will provision, and the anti-lapse statute will not apply ## Footnote - Under the UPC, mere words of survivorship are not sufficient to negate application of the anti-lapse statute

Question 42

Acts of Independent Significance

Answer 42

E.g., "I leave the automobile I own at my death," "to all of my children." Need to go outside of the will to find out who / what. - Gets what is there at time of DEATH

Question 43

Adoption by estoppel, equitable adoption

Answer 43

Someone treated like a child. If there is a sufficient relationship / unperformed agreement to adopt, can inherit as a child.

Question 44

Advancement

Answer 44

Irrevocable gift intended by the donor as a pre-payment of an intestate share. - Most states require written proof - The advancee must account for the advancement by "going into hotchpot," i.e., on paper, compute shares as if the advancement is still in the estate, and then distribute the property, taking into account the amount an heir has already received. E.g., $10k advancement, $20k estate, between two kids. One gets $15k. The other gets $5k. - Similar to "satisfaction" in wills

Question 45

Ambiguity in Will

Answer 45

1. Patent (obvious): court looks to extrinsic evidence. Court cannot fill in a blank space. 2. Latent (hidden): court can look at extrinsic evidence 3. No apparent ambiguity (mistake): traditional, go with plain meaning. Modern, can bring in extrinsic evidence, alter the plain meaning, try to carry out the testator's intent. Clear and convincing evidence.

Question 46

Basic rules of construction

Answer 46

1. the fact that you left a will means you didn't want to die intestate 2. conflicting provisions, use one at end of will (closer to death) 3. construe the will as a whole 4. give ordinary words ordinary meaning, give technical words technical meanings 5. give effect to all language in will

Question 47

Bequest

Answer 47

Gift of personal property - SPECIFIC DEVISE: immediately distinguishable from rest of estate - SPECIFIC BEQUEST: will not be ascertained until person dies

Question 48

Combination wills

Answer 48

1. Joint will 2. Reciprocal/mutual will: parallel dispositive provisions 3. Contractual will: executed pursuant to a contract - Common law: could use extrinsic evidence to establish contractual nature of a will - Modern: need a WRITING that says it's a contract - Revoked by agreement of the parties while alive; if one is dead and the survivor changes will, new will is a breach of contract and injured beneficiaries can impose a constructive trust

Question 49

Conditional Revocation

Answer 49

1. Express: "This will is revoked only if..." 2. Implied / Dependent Relative Revocation (DRR): would the testator have preferred will 1 over intestacy? Depends on how similar the wills are...more similar, more likely to apply DRR... - Revoke will 1, will 2 is invalid for whatever reason...will 1 remains because it's revocation was condition on will 2 being valid. Is it appropriate to assume that testator would have preferred Will 1 to intestacy?

Question 50

Conditional Will

Answer 50

Operates only if event occurs/does not occur - Law presumes against; construed as being GENERAL - "This will is effective if I die from this cancer"

Question 51

Devise

Answer 51

Gift of real property; devisee

Question 52

Disclaimer

Answer 52

An heir cannot be forced to accept an inheritance or gift under a will. Usually must be - In writing - Signed by disclaiming person - Acknowledged in front of notary - Timely filed Once you accept property, cannot change mind and later disclaim Treat the person who disclaimed as having predeceased testator

Question 53

Duress

Answer 53

Like undue influence, but more violent conduct

Question 54

Elective Share

Answer 54

Against will of the testator. Common law / marital property states; spouse has a right to a certain portion of estate, REGARDLESS OF WHAT WILL SAYS (modern equivalent to dower/courtesy) - Augmented Estate: amount of property subject to share is not just probate estate, but also includes a number of non-probate assets - Surviving spouse must file within timely period Community Property States: surviving spouse already owns one half of the community, regardless of who earned money. Marriage is a partnership. Therefore, elective share is not required. - Spouse can only give away their own property, their half of community property

Question 55

Ex-relatives

Answer 55

Majority, only revokes gifts as to ex-spouse, not ex-relatives, regardless of the subsequent relationship of the parties. Under the UPC, divorce does revoke to ex-relatives

Question 56

Exempt Personal Property

Answer 56

Protected from creditors, set aside for spouse/children, like household furniture, books, food, pets, etc. for surviving spouse / minor child

Question 57

Exoneration

Answer 57

If debt is owed on a gift... - If the will is silent, depends on state law

Question 58

Family Allowance

Answer 58

Provide support during probate administration to surviving spouse / minor child - Claim against the estate, high priority

Question 59

Formalities of attested/formal will

Answer 59

1. In writing (broad) 2. Signed by the testator / by a proxy if its in the testator's presence, testator; signature is any mark made with present intent to authenticate the will. 3. Attestation; need 2 witnesses who are credible. Do not need to know the contents of the will. Typically must occur in the testator's conscious presence. - Attestation clauses are not necessary, but may raise prima facie evidence of valid execution. - Some states allow notarization

Question 60

Fraud

Answer 60

1. False representation made to the testator 2. Knowledge of falsity by person making statement 3. Testator reasonably believed statement 4. Statement caused the testator to execute will / make disposition he would not have made FRAUD IN THE FACTUM/EXECUTION: testator is deceived as to identity/contents of instrument. E.g., did not know was signing a will. Also shows lack of testamentary intent. FRAUD IN THE INDUCEMENT: knows they executing a will/know what the will said, but contents were caused because of deception w/r/t extrinsic fact, and will was made based on that fact

Question 61

Half-blooded collateral heir

Answer 61

E.g., half sibling. Modern: makes no difference. But many states have different rules, e.g., only half share, nothing

Question 62

Harmless Error Rule for Revocation

Answer 62

Clear and convincing evidence of testator's intent to revoke

Question 63

Homestead

Answer 63

- The family residence may be protected from creditors - Preserve surviving spouse / minor children to continue living there, even if they don't own it. Similar to life estate.

Question 64

If there are no spouses/children...which heirs take?

Answer 64

1. Ancestors (parents/grandparents) 2. Collaterals (siblings, nieces, aunts)

Question 65

Insane Delusion

Answer 65

Grounds for contesting will. Testator persistent belief in a state of facts that is against all evidence, probability, and control. - Delusion must be CONNECTED to the disposition of the property, impacted the scheme

Question 66

Interested witness

Answer 66

Traditional: purging; that witness gives up the gift under the will Modern: does not invalidate the gift to the beneficiary

Question 67

Internal Integration

Answer 67

You must be able to show that all of the pages that were present at time of will execution are the same pages being presented to the court at probate - Should take steps to attach the pages / make sure it's cohesive

Question 68

Intestate Share of Surviving Spouse

Answer 68

Common law: widow got life estate in 1/3 of husband's property owned during marriage; widower got life estate in all of wife's real property, assuming a child was born Modern law: spouse is clearly an heir; depends on state law

Question 69

Intestate Succession

Answer 69

Intestate succession is the statutory method of distributing assets that are not disposed of by will. After removing non-probate assets, paying debts, property passes to HEIRS - Varies state by state - Cannot rebut the intestacy scheme - Majority: SPOUSE gets their share first. Amount of share varies among states

Question 70

Legacy

Answer 70

Gift of personal property, not sufficiently described to be specific. E.g., money. - General legacy: I leave $ to A - Demonstrative legacy: I leave $ to A, paid out of X fund. If X fund doesn't have enough money, will be paid out of other parts of estate.

Question 71

Living wills/durable healthcare powers

Answer 71

Indicate ahead of time how they would like their healthcare decisions handled when they can no longer do so. 1. In writing, usually 2. Signed 3. Witnessed/notarized (depends on the state) - Freely revocable

Question 72

Marital Rights

Answer 72

Depends on the state; common law v. community property. - Inception of Title Rule: law of domicile of spouses at time of acquisition

Question 73

Medical power of attorney

Answer 73

Name agent to make medical decisions for you when you cannot - Must act in good faith, with your interest

Question 74

Mistake

Answer 74

Error; no evil conduct that caused it. MISTAKE IN THE FACTUM/EXECUTION: in error re: contents/identity of instrument...attack for lack of testamentary intent. MISTAKE IN THE INDUCEMENT: mistaken as to extrinsic fact, makes will in reliance. Generally, no relief.

Question 75

No contest clause

Answer 75

Aka in terrorum; Beneficiary loses property if they contest; most states will enforce unless the contest was in good faith and with probable cause.

Question 76

Oral wills

Answer 76

Very uncommon; abolished in most states. Highly limited circumstances.

Question 77

Order of payout for creditors

Answer 77

1. administrative expenses 2. funeral 3. family allowance 4. federal debts 5. secured claims 6. judgments against decedent in his lifetime 7. all other claims

Question 78

Partially valid will

Answer 78

The VALID part passes via the WILL The INVALID part - Common law: other half passes by intestacy - Majority: invalid part is distributed via proportions laid out in the will (e.g., half and half, valid taker gets the other half)

Question 79

Personal Representative

Answer 79

Intestate = administrator; appointed by court Will = executor; first look to will - Qualification: sworn in; may or may not have to post bond for faithful performance - Most states give some compensation 1. Give notice to creditors 2. Collect probate assets, manage them. Pay out estate. 3. Leftovers distributed

Question 80

Power of appointment

Answer 80

Owner of property transfers to the donee the power to appoint the new owner of the property - If they don't exercise, goes to default takers or reversion - No DUTY to appoint, just a right - Creditors of donee cannot usually reach property until power of appointment is exercised - Residual clause may or may not exercise a power of appointment 1. GENERAL: can appoint to yourself, anyone 2. SPECIAL: cannot appoint for your benefit, only to specific class of people

Question 81

Probate jxn

Answer 81

Person's domicile at time of death, location of land

Question 82

Proxy revocation

Answer 82

Testator may request that someone else destroy the will . Must be done - 1. At the testator's request 2. In the testator's presence

Question 83

Residual gift

Answer 83

Remainder of the estate

Question 84

Revival

Answer 84

Multiple approaches 1. Look to testator's intent 2. Revival: If Will 2 never took effect because it was revoked...Will 1 was never revoked 3. No Revival: Will 2 is both a revocation by subsequent writing that takes effect upon signing and a dispositive document that takes effect upon death.

Question 85

Savings Statute

Answer 85

Most states will consider a will VALID not just if it complies with local law, but law of where it was executed / law of decedent's domicile at death

Question 86

Self-proving affidavit

Answer 86

Does not impact validity of will; testator/witnesses swear under oath to what they would swear to during probate. Substitutes for their in-court testimony.

Question 87

Share of children / other descendants

Answer 87

- If all children survive, each child gets equal share (per capita). Younger generation cannot take if their parent is alive. - If at least one descendant predeceased testator but is survived by a descendant... 1. Per stirpes 2. Per capita with representation - Majority approach 3. Per capita at each generation

Question 88

Shares for parents as heirs

Answer 88

- If both survive, each get 1/2 - If one is deceased, some states give all to parents, some states give half to siblings - If none survive, everything to goes to brothers, sister

Question 89

Statutory Surrogate

Answer 89

If you don't name an agent, certain people are allowed to make medical decisions for incompetent person

Question 90

Which state law applies to intestate succession?

Answer 90

Person property: domicile at DEATH Real property: situs of the land

Question 91

Tangible Personal Property Document

Answer 91

Permits testator's will to refer to a list to dispose of TANGIBLE personal property not otherwise disposed of by will, even if list was NOT in existence at time of will execution

Question 92

Testamentary Capacity

Answer 92

Low standard. Mentally challenged person could make a valid will; lower than contractual capacity. Being adjudicated as incompetent raises a rebuttable presumption of incapacity. Highly intoxicated people lack capacity. 1. Understand the action 2. Understand the effect of the action 3. Understand the nature and extent of property. Does not require exact knowledge. 4. Recognize the natural objects of your bounty (your family) 5. Do all elements simultaneously

Question 93

Testamentary Intent

Answer 93

Intended the very instrument being executed to be your will - Not instructions, future intent

Question 94

Types of Intestacy

Answer 94

1. Total/as to the person: person dies without a will at all 2. Partial/as to property: had a will, but didn't dispose of all property

Question 95

When is property actually transferred?

Answer 95

Need court order saying will is valid / court order identifies heirs.

Question 96

Who is next after spouse?

Answer 96

Descendants; e.g. children, grandchildren. Receive all property that doesn't go to spouse.