Wills Flashcards
Wills for MEE
What laws on wills apply in dealing with (1) real property and (2) personal property?
- Law of the state where property is located
- Law of the state where testator was domiciled at the time of their death
Savings statutes
Most states have savings statutes to save a will as to whether it is valid
* Wills are still interpreted according to the appropriate laws
Will is valid if it complies with either
* Local law
* Law where it was executed
* Law of decedent’s domicile at death
* Law of decedent’s domicile at time of will’s execution
Requirements for will to be held valid
- Legal capacity
- Testamentary capacity
- Testamentary intent
- Statutory formalities (depend on type of will)
Legal capacity
Must be at least 18 years old and of sound mind
Testamentary intent
At the time of execution, Testator intends that this particular document will be their will
Can be overcome by:
* Undue Influence
* Fraud
* Mistake
Testamentary capacity
Testator has ability to understand the:
* Nature of their act (executing a will)
* Understand effect of what they are doing (this is passing my property to X)
* Nature and extent of their property (general idea of what property they own)
* Persons who are natural objects of their bounty (family members)
* Be able to do all of the above simultaneously in an orderly scheme
Testamentary capacity when testator has been adjudicated insane or incompetent
If adjudicated insane or incompetent, there is a rebuttable presumption that the testator lacked testamentary capacity = just have to show executed will during “lucid interval”
Attested will
An attested will must be:
- In writing
- Signed by testator or by someone in Testator’s presence who testator directs to do so (proxy)
- Two attesting witnesses in the presence of whom the testator signs the will or acknowledges the signature
- Signature of the witnesses in the testator’s conscious presence
Signature of testator in attested will
Any mark made by testator w/ intent that mark be their signature is sufficient
If testator is using a proxy, proxy may sign their own name as long as signature is at the direction and in the presence of the testator
Can a beneficiary also be a witness to an attested will?
Yes, modern trend is that just b/c witness is receiving gift from the will does not mean they cannot be a witness
Attestation clause
Recites elements of execution and is prima facie evidence of proper execution of the will, but is not required
Self-proving affidavit
Testator and witnesses swear in affidavit to the things they would swear to in probate proceeding
-Acts like deposition to avoid need to call witnesses who may not remember or will be dead by the time of probate proceeding
*Not required, but expedites process later
Holographic will
- Testator handwrites their will
- Testator must sign will
- No attesting witnesses
Varies by state:
-Amount of handwriting required (majority require entire will to be handwritten)
-Whether need witnesses to be valid
Oral wills
Abolished in most states
Handwritten changes to attested wills made after execution
Changes in beneficiaries, amounts, interlineations, etc. made after execution of attested will are not usually given effect (may even revoke will)
But if changes are handwritten and the jurisdiction recognizes holographic wills, the changes may be accepted as a valid holographic codicil
Interpretation of ambiguity in will
Patent ambiguity: ambiguous on its face, fails to convey sensible meaning
* Look to extrinsic evidence
* If ambiguity is something left blank = court will not fill in
Latent ambiguity: language makes sense, but cannot be carried out w/out further clarification (ex. “to my sister X,” but sister’s name is Y)
* Look to extrinsic evidence
Mistake: language makes sense and can do exactly what is stated, but party claims it was a mistake
* Traditional approach = plain meaning rule (do what it says)
* Modern rule = use extrinsic evidence to alter plain meaning (need clear and convincing evidence to show this was testator’s real intent)
Incorporation by reference
Testator incorporates an extraneous existing document into the will by reference
* Testator must have intent to incorporate writing
* Writing existed at time of will’s execution
* Writing must be clearly identified to know what is being incorporated
* Writing could have lacked witnesses, not been signed, be made under undue influences (doesn’t matter)
Acts or facts of independent significance to the will
If the gifts are general and need specification as to what is entailed in the gift, courts can look outside of the will to see what is included
Ex.
* Gifts to “my children” w/out specifying who the children are
* Gift of “contents of X box” w/out specifying what is in the box = whatever is in the box at time of death
Conditional wills
Will that operates only if certain event occurs or does not occur = ineffective
* If possible, courts will interpret as a general will (not conditional)
Codicil
Amendment to an existing will
* Codicils must be executed w/ same formalities required of the will
* Will and codicil are treated as one document and examine changes in circumstances using the date of the last codicil (rather than the will or earlier codicils)
* If will is ineffective, codicil can incorporate the will to make it effective (proof of codicil = proof of will)
*To change a will, the changed will must either be re-executed or republished by codicil
Pour-over gift to inter vivos trust
Provision in will that leaves property to inter vivos trust
* Trust can be created before or after testator executes will as long as trust exists at time of testator’s death
* Trust does not need to be previously funded (poured-over property can be the initial funding for that trust)
Integration
Must be able to show that all pages present at time of will execution are same as pages present at time of probate as a unified document
(Ex. Staple pages together, sentences flow from page to page, same type of paper, same font styles, etc.)
Joint will
Single testamentary document contains wills of two or more people (usually married couple)
* Bad practice!
Reciprocal or mutual wills
Separate wills w/ parallel dispositive provisions (usually in families where spouse leaves to other spouse, but if other spouse is dead, to kids and same in other spouse’s will)