Wills

Question 1

three ways to die

Answer 1

testate: valid will covering all property
intestate: without a valid will
partially testate/intestate: valid will that doesnt cover all property

Question 2

Decedent’s personal estate

Answer 2

all real and personal property owned by D at death
doesnt include jointly owned property or property that is designated to someone else

Question 3

Survival

Answer 3

a beneficiary has to survive the decedent
120 hour rule: must survive by 120 hours
two exceptions:
1)will can change by lengthening or shortening
2) if property would have to go to the commonwealth

Question 4

adopted children

Answer 4

becomes child of adopting parent and ceases to be child of biological parent unless they are married to the adopting parent

VA recognizes adult adoption

Question 5

child conceived through assisted conception and parent consents

Answer 5

must be in writing
must be given before conception
child must be born during consenting person’s lifetime or within 10 months after their death

Question 6

children born out of wedlock

Answer 6

first apply rules about adoption and assisted conception
if not:
1)child born out of wedlock always child of biological mother
2)biological father if he marries at some point mother or paternity established by clear and convincing evidence

must file an affidavit in the circuit court and ask for adjudication of parentage within one year of the parent’s death
doesnt apply if:
1)parentage already established
2)admission of parentage under oath, or
3) prior proceeding to determine parentage

Question 7

termination of parental rights

Answer 7

parent loses the right to inherit from or through the child, unless order says otherwise

does not mean child loses right to inherit from parent or that the parent’s relatives can inherit from child

Question 8

multiple lines of inheritance

Answer 8

a child who is related to decedent through two different relationships only takes a single share- choose whichever is larger

Question 9

after born children

Answer 9

conceived before death but born after: inherits as if they were born during lifetime

Question 10

Slayer statute

Answer 10

has committed murder or voluntary manslaughter and has been convicted in criminal proceeding or shown in a civil proceeding by preponderance of the evidence

killer treated as having predeceased: through inheritance can still happen

insanity may not matter- civil

doesnt apply to self-defense

Question 11

Disclaimers and what is required to be valid

Answer 11

a refusal to accept an interest in property
to be valid:
1) disclaimer must be made before the disclaimant accepts the interest or attempts to transfer it
2)disclaimer must be in writing
3) must describe the interest that is disclaimed and must declare that the interest is disclaimed
4)disclaimant must sign and deliver it to the executor or administrator

Question 12

Protections against disinheritance and their priority

Answer 12

1)administrative costs and expense
2) family estate
3)exempt property
4) homestead
5)use of the family residence
6)elective share

can be waived in a valid agreement

Question 13

Family allowance protection

Answer 13

payment made from estate to provide for the maintenance of surviving spouse/minor children during the administration of the estate

reasonable allowance: no more than lump sum of $24,000 or monthly payment of 2,000 for 1 year
higher amount must be approved by the court

anything received will be IN ADDITION to what they will receive later

Question 14

exempt property

Answer 14

gives surviving spouse up to $20,000 from following types of property:
furniture
cars
furnishings
appliance
personal effects
if no surviving spouse: children entitled to equal shares of the 20,000

net value: subtract any debts on it

DOES NOT reduce anything else entitled to

Question 15

Homestead allowance protection

Answer 15

$20,000
goes to surviving spouse- if none, children

IS IN LIEU of anything owed later
if what they are owed is less than 20,000 they can bring up the total to 20,000

January 1 2017
before: could not claim both elective share and homestead
after: can claim both

Question 16

use of family residence protection

Answer 16

surviving spouse has the right to continue to live in the principal residence until:
1)there is a final court order, or
2)surviving spouse and other interested parties reach an agreement

Question 17

the elective share basic rule under old way

Answer 17

if children/other descendants: get 1/3
none: 1/2
also entitled to interest at 6% from date of death

disclaims count toward it
every other recipient is charged pro rata to pay it out

Question 18

date that elective share rule changed

Answer 18

Jan 1, 2017

Question 19

augmented estate under old rule

Answer 19

1)decedent’s personal estate:
total amount that will pass by will/intestacy minus the protections (except homestead allowance)
+
2)the decedent’s augmented estate:
i)any property that the surviving spouse received by lifetime gift or non probate transfer as long as surviving owns it at time of death
ii)property that surviving received by lifetime gift from decedent and then transferred without economic consideration
iii) various transfers made by decedent without economic consideration

Question 20

how to get the elective share under old rule

Answer 20

surviving spouse must claim it within six month of admission to probate
this deadline can be extended if suit pending regarding it for 90 days after the end of the suit

decedent has to have died while domiciled in VA

spouse can waive- has to be voluntary/fair/reasonable

Question 21

elective share under the new rules

Answer 21

one half of the marital property portion of the augmented estate

Question 22

augmented estate under the new rules

Answer 22

1)decedents net probate estate

2)any non-probate transfers from decedent to surviving

3)certain transfer made by decedent to 3rd parties:Any non-probate transfers to third parties;
* Any property transferred by the decedent where the decedent retained a right of
possession or enjoyment of the property (or of the income from the property), including any property transferred by the decedent where the decedent created a power over the property for the decedent’s benefit;
* Any property that the decedent transferred to a third party during the marriage and within 2 years of the decedent’s death.
EXCEPTION: any property transferred to 3rd parties is not included if decedent received full consideration or surviving consented

4) property owned by the surviving spouse at the death of the decedent

Question 23

determining elective share under the new rules

Answer 23

less than a year: 3%
one year: 6%
2-10: add 6 for each year
11-15: add 8

Question 24

what order is the elective share satisfied under the new rules

Answer 24

1) out of the marital property portion of surviving
2) full value of whatever passes from decedent to surviving through transfer
3)on a pro rata basis out of the transfers to 3rd parties

Question 25

how to get elective share under the new rules

Answer 25

surviving must file an election within six months of will be admitted or administrator being qualified within six month of that must file a complaint to determine the elective share can withdraw at anytime before court makes final determination

Question 26

willful desertion and abandonment

Answer 26

if surviving willfully desert the decedent and continues after death, surviving loses the elective share/other protections abandoned spouse does not lose these rights

Question 27

first person who has intestacy rights and what they get

Answer 27

look to surviving spouse if there are other descendants from outside of the marriage: spouse gets 1/3, they get 2/3 no outside descendants: spouse gets it all

Question 28

if no spouse what the order for intestacy

Answer 28

children and their descendants parents siblings and their descendants split between both sides of grandparents and their descendants great grandparents and their descendants if nothing- same process but on the other side

Question 29

last resort for intestacy

Answer 29

it escheats to the Commonwealth unlikely because of the laughing heir statute: no matter how remote, a relative gets it

Question 30

how money is divided in intestacy

Answer 30

each people on the same line get divided equally between modern per stirpes: base it off of the first line with a surviving person

Question 31

special considerations for intestacy

Answer 31

1)half blood relatives: have 1/2 a share doesnt reduce if they are the only person in the class 2) adopted child: same rights as biological child with adopted parents with biological parents only have a right to intestacy if: i)adopted by spouse of biological parent ii)involuntary termination of parental rights 3) foster children and step children- no rights unless adopted

Question 32

advancements and intestacy

Answer 32

If the intestate made substantial gifts during her lifetime to someone who becomes an heir after the intestate’s death, the gifts may be considered an advancement and may offset the heir’s intestate share: hodgepot If the advancements turn out to be more than the heir would get under this process, the heir can keep what he or she received by lifetime gift (i.e., does not need to pay anything to the other heirs).

Question 33

two types of wills

Answer 33

attested will: signed by the testator and witnessed by third parties holographic will: not witnessed by is in the handwriting of the testator

Question 34

requirements of an attested will

Answer 34

1)must be in writing 2) must be signed by the testator (or proxy in the presence) flexibility 3)must sign/acknowledge the will in the presence of at least 2 competent witnesses (can be interested) 4)the witnesses must subscribe the will, since in testators presence conscious presence test: witnesses dont have to be in testator's sight, just have to know they are there and could see them with exerting some effort

Question 35

codicil

Answer 35

an amendment to the will must meet the 4 reqs deemed re-executed as of the date of the codicil may revive a revoked will

Question 36

incorporation by reference

Answer 36

allows for a document that is not part of the will to be treated as though it were three reqs: 1)must exist at the time the will is executed 2)face of the will must indicate that the doc is in existence at the time the will is executed 3) will must identify and describe doc with reasonable certainty memo that disposes of tangible personal property: need only be identified with reasonable certainty, doesnt have to exist at the time of the will

Question 37

reqs of a holographic will

Answer 37

1)must entirely be in the handwriting of the testator flexible- can carve out 2) two disinterested witnesses must identify the handwriting as the testator's 3) testator must sign the will or have someone sign as proxy *must manifest the testator's intent to make a last and final disposition: testamentary intent

Question 38

harmless error doctrine

Answer 38

if testator does not satisfy one of the reqs the will can still be treated as a valid will proponent of the will must show by clear and convincing that testator intended it to be his will cannot excuse signature req except: 1)two people mistakenly sign each other's wills 2)testator signs the self proving affidavit rather than the will

Question 39

non-probate transfers and will reqs

Answer 39

revocable trusts: dont need to satisfy pour over trust: sufficient if terms of the will identify the trust and the terms of the trust be set forth in a separate written document real property: can be transferred through a transfer on death clause

Question 40

contracts relating to wills

Answer 40

generally are enforced real estate normally requires SOF, but exceptions when: 1)agreement is certain/definite in its terms by clear and convincing 2)party seeking enforcement performs under the contract 3) failure to enforce the contract would work a fraud on the party seeking enforcement court may impose a construct trust even if no enforceable K- court may order compensation

Question 41

ways that a will is revoked

Answer 41

by physical act by writing (implicit divorce/annulment

Question 42

revoking a will by physical act

Answer 42

have to have the intent of revoking it- accidental not sufficient any physical act is sufficient can be partial has to touch the face of the will

Question 43

revoking by new writing

Answer 43

can be either a new will or a codicil- must meet the requirements to be valid express: if it revokes prior will, also revokes that will's codicils implict: triggered by an inconsistency between old and new will

Question 44

dependent relative revocation

Answer 44

a court cancels a revocation on the theory that the revocation was conditional on a second act that newer took place- you revoke the old will believing there will be a new will which never happens

Question 45

revocation through divorce/annulment

Answer 45

former spouse is treated as having predeceased if you still want the ex-spouse in the will- have to update it after the divorce

Question 46

revival of a will

Answer 46

happens when both first and second wills have been revoked 1)first will expressly revoked by second will, revocation does not revive the first will 2) implicitly revoked by second will- does revive 3) testator can still revive first will by re-executing it 4) revoke by divorce are revived if parties remarry before testator executes a new

Question 47

lost wills

Answer 47

if a decedent had a will but it cannot be found after their death and it was in their possession, rebuttable presumption that they destroyed it duplicate originals are admitted, but photocopies are not- but can be admitted to show testator's intent burden of proof is on person arguing in favor of the will

Question 48

will as an Ambulatory document

Answer 48

once, executed, the will can be change/revoked at any time before the testator's death interpreted as though it were executed immediately before death

Question 49

lapsed gifts

Answer 49

a gift made by will to a beneficiary who does not survive the decedent is said to lapse the gift becomes void

Question 50

anti-lapse rules

Answer 50

1)if gift is to grandparent/their beneficiary- gift passes to that person's descendants 2) class gifts: just goes to the rest of the people in the class 3)residuary is treated like a class gift *testator can override by language in the will

Question 51

what happens to a gift if none of the anti-lapse rules apply

Answer 51

1) if it was not part of the residue, it becomes part of the residue 2) if was in the residue, passes through intestacy

Question 52

Cy pres

Answer 52

rescues gifts to charitable organizations that no longer exist- try to gift it in a way that still fits with the intended purpose

Question 53

omitted spouses in a will

Answer 53

if testator dies with a will executed before she married and if the will omits the surviving spouse, gets intestate share unless it appears that the omission was intentional

Question 54

omitted children in a will

Answer 54

child born after execution of will and not provided for: 1: no living children when will executed- intestate share 2) one+ living children: the smaller of the intestate share or the largest amount that any other child receives under the will

Question 55

types of ademption

Answer 55

ademption by extinction ademption by satisfaction

Question 56

ademption by extinction

Answer 56

when a will makes a specific bequest and that item of property is not in the estate at the time of death exceptions: 1) securities- include any other security of same entity acquired by reason of a corporate event 2)real property: entitled to condemnation/insurance proceeds if they are unpaid at the testator's death 3) disability: was sold while testator was under disability entitled to the proceeds of the sale

Question 57

ademption by satisfaction

Answer 57

occurs when a testator transfers property to a beneficiary during the beneficiary's lifetime if: 1)will provides for deduction of the transfer 2) testator declares in a contemporaneous writing that the transfer is in satisfaction of the bequest 3) beneficiary acknowledges in writing that the transfer is in satisfaction of the bequests

Question 58

exoneration of liens

Answer 58

generally abolished in VA unless there is a clear statement otherwise in the will

Question 59

abatement

Answer 59

when estate doesnt have sufficient assets to pay creditors/devisees, creditors are paid first and devises are cut back order of abatement: 1)any property that would pass by intestacy 2) property passing as residue of the estate 3) general bequests 4) demonstrative bequests 5) specific bequests

Question 60

insolvency

Answer 60

when estate cannot cover its debts paid in following order: 1) Costs and expenses of administration 2) family allowance, exempt property, and homestead allowance 3) funeral expenses up to 4,000 4) any debts/taxes that have a preference under fed law 5) medical expenses from decedent's final illness- 2150 for each hospital/nursing home, 425 for each individual 6) debts/taxes owed to commonwealth 7)debts payable as a fiduciary 8) debts for arrearage of child support 9) debts and taxes due to state and local gov 10) all other claims

Question 61

general rule for interpreting wills

Answer 61

the plain meaning of the will controls

Question 62

what to do if there are ambiguous terms in the will

Answer 62

extrinsic evidence of facts/circumstances becomes admissible may include evidence about: 1)state of testator's property 2) testator's relations with specific people 3) testator's opinions 4) testator's habits of thought and of language

Question 63

equivocations

Answer 63

the terms of the will apply to two or more people or two or more things extrinsic evidence is admissible to resolve an equivocation

Question 64

mistake of fact/law

Answer 64

if there is clear and convincing evidence that the testator's intent and the terms of the will were affected by a mistake the court can reform the will can be reformed even if the terms of the will are unambiguous

Question 65

repugnancy doctrine

Answer 65

happens when the will conveys a life estate and gives the life tenant the absolute power to consume, assign, or dispose of the property result: fee simple remainder interest is struck out as repugnant

Question 66

legal standing to contest a will

Answer 66

contestant must be an interested person gas a legally ascertainable pecuniary interest that will be affected by whether the will is probated or set aside

Question 67

mental capacity to make a will

Answer 67

must be at least 18 years old and have mental capacity must be shown by a preponderance of the evidence testator has to be capable of recollecting his property, the natural objects of his bounty, and their claims upon relevant time to assess: when the will is executed

Question 68

burden of proof for showing mental capacity

Answer 68

on the proponent of the will to prove by clear and convincing evidence complying with all reqs creates a presumption of capacity burden of producing evidence then shifts to contester but burden of persuasion stays with proponent guardianship is not prima facie evidence of lacking mental capacity

Question 69

insane delusion

Answer 69

doesnt automatically mean you lack capacity an irrational, persistent belief in an imaginary state of facts- really just can affect the will

Question 70

undue influence

Answer 70

influence that destroys the testator's free will, a set of conditions that testator cant resist, controls the testator's volition, and that induces the testator to do something that the testator otherwise would not due creating a presumption of undue influence: 1)testator suffered from weakness of mind when will was made 2) testator named a beneficiary who had a relationship of confidence or dependence with the testator 3) testator previously had expressed an intention to make a contrary disposition of her property burden of production shifts to proponent, persuasion remains with contestant

Question 71

fraud

Answer 71

reqs: 1) wrongdoer misrepresented a material fact to the testator, and 2) wrongdoer intended to deceive the testator in order to influence the testator to make a disposition of her property that the testator otherwise wouldnt have made shifts burden for producing contrary evidence to the proponent if the drafter of the will is also a major beneficiary, presumption of fraud

Question 72

public policy limitation

Answer 72

cant infringe on religious beliefs marriage: cant bar a person from marrying/force them to marrying one person, but can prohibit them from marrying one person will generally enforce a no-contest provision that disinherits any beneficiary who contests a will

Question 73

jurisdiction for will probate

Answer 73

circuit courts uncontested probate matters: delegated to deputy clerks contested: circuit court judges

Question 74

venue for will probate

Answer 74

following order of priority: 1)where decedent had a house/known place of residence 2) where there is real property owned or devised by decedent 3) decedent dies or had personal property

Question 75

process for proving the validity of an attested will

Answer 75

1)self-proving affidavit, or 2)present testimony from the witnesses about: i) authenticity of their signatures ii) other reqs were met iii) mental capacity and testamentary intent

Question 76

process for proving the validity of a holographic will

Answer 76

proponent must produce two disinterested witnesses who testify that the will is completely in the handwriting of the testator

Question 77

attestation clause

Answer 77

states that the execution of the will met the formal reqs and that testator had sufficient capacity provides prima facie evidence that the will was properly executed

Question 78

self proving affidavit

Answer 78

signed by both the testator and witnesses saying reqs have been met signed at same time as will and is attached to the will creates a presumption that the will is valid

Question 79

executors and adminstrators

Answer 79

appointed by the will: executor appointed by the court: administrator

Question 80

rules for qualifying as an executor/administrator

Answer 80

1) must be 18, legally competent 2) swear oath: i)perform duties to best of judgment ii) if probate: writing is last true will iii) not probate: left no will 3)must post fiduciary bond in equal value to estate 4) may have to post security on bond 5) if non resident- consent to service, unless resident co-executor

Question 81

process for appointed an administrator

Answer 81

1)Within the first 30 days of death, the court may appoint a sole distributee as administrator or a distributee who provides written waivers from the other distributees. 2)After the first 30 days following death, the court may appoint the first distributee who applies to be appointed administrator. 3)If there is no administrator after 45 days following death, any non-profit charitable organization that operated as the conservator or guardian for the decedent may be appointed administrator. 4)If there is still no administrator after 60 days, a creditor of the decedent’s estate can be appointed as administrator.

Question 82

special rules for small estates

Answer 82

Some wills can be offered for probate without anyone having to qualify as an executor or as an administrator c.t.a., and some intestate estates can be administered without anyone having to qualify as administrator. o If the total value of the personal estate is $50,000 or less, the beneficiaries are permitted to collect the assets of the estate without formal administration; they simply have to wait at least 60 days from the decedent’s date of death.

Question 83

ministerial work of an executor/administrator

Answer 83

1)At the time the executor or the administrator is first qualified, she must file with the court or the clerk a list of all the decedent’s heirs. 2)An executor or administrator c.t.a. must provide a notice of probate to the decedent’s surviving spouse (if there is one), any other heirs, and anyone else who is a beneficiary under the will that is offered for probate. 3)Within four months of qualification, the executor or administrator must file with the commissioner of accounts for the county or city where the estate is being administered an inventory of all estate assets. 4)Within 16 months of qualification, the executor or administrator must file with the commissioner of accounts an accounting of all the receipts and disbursements during the first year of the estate.

Question 84

testamentary trust

Answer 84

the 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. While generally the beneficiary of a trust must be a person, Virginia recognizes a trust may be created for the care of an animal who is alive when the settlor dies provide the amount place in trust is not excessive. When a person who is named as a trustee cannot or will not serve and trust makes no provision for another trustee, the trust is not terminated but instead the court can appoint a replacement trustee.