Wills & Trusts Flashcards
Wills - Formal Attested Will
- Writing
- Signed by testator or at his direction
- Signed by 2 witnesses
- Witnesses jointly present at signing or acknowledgement by testator
- Witnesses understand document is will
Wills - Interested Witnesses
If there is an interested witness, there is a presumption of undue influence as to gift to the witness, although it can be overcome where there are at least two other disinterested witnesses. If presumption not rebutted, interested witness gets his intestate share.
Wills - Harmless Error Doctrine (Post-2009)
After 2009, where a will is not executed in strict compliance with witnessing requirements, it may nonetheless be admitted to probate if proponents establishes by clear and convincing evidence that testator intended the will to constitute his will.
Wills - Holographic Wills
Holographic will is a will or codicil that is entirely or partially handwritten. To be valid, the signature and all material provisions must be the testator’s handwriting, but there is no witness requirement. It may incorporate printed boilerplate so long as material provisions (names of executors and trustees, bequests, declaration that instrument is a will, date, and signature) are in testator’s handwriting. Testamentary intent can be shown by extrinsic evidence.
Wills - Capacity
- 18 years old
- Understand extent of property
- Know natural objects of bounty
- Know nature of act
Wills - Undue Influence
Presumption
- *Confidential relationship
- Participating in procuring gift
- Gift is unnatural
Prima Facie Case
- Testator susceptible
- Opportunity to influence
- Disposition to influence
- Gift is unnatural
Wills - Statutory Presumptions of Fraud or Undue Influence
Conclusive
- Donee drafted will,
- Donee’s family or cohabitant drafted will, or
- Donee is partner, shareholder, or employee of drafter
Rebuttable
- Donee in fiduciary relationship and transcribed instrument, or
- Donee is care custodian of dependent adult
No Presumption
- Reviewed by independent counsel
- Small gift in large estate
Wills - Insane Delusion
- False Belief
- Product of Sick Mind
- No Evidence to Support Belief
- Delusion Affected Will
Wills - Fraud
Prima Facie Case
- Misrepresentation of material fact
- Known to be false by wrongdoer
- For purpose of action or inaction
- In fact induced action or inaction
Fraud in Execution: False representations about character or content of instrument—very rare
Fraud in Inducement: False representations concerning facts that influence testator’s motivation
Wills - Mistake
Mistake in Execution: Mistake as to character of document—no intent to make a will
Mistake in Inducement: No relief for mistake in inducement unless both fact of mistake and disposition testator would have made but for mistake appear on face of instrument
Wills - Revocation
- Subsequent Will (Express or Implied)
- Physical Act (Tearing, etc.)
- Operation of Law (Divorce, etc.)
Wills - Revival
Intentionally Revokes by Physical Act
Available Where:
- Will 2 expressly or impliedly revokes (in whole or in part) Will 1,
- Testator subsequently revokes Will 2 by physical act, and
- Testator intended Will 1 to be revived
Wills - DRR (Dependent Relevant Revocation)
Revokes Due to Mistake
Available Where:
- Testator revokes Will 1 based on mistake, and
- Simultaneously makes Will 2 based on that same mistake.
Effect: The court will cancel the revocation of Will 1 if consistent with the testator’s intent.
Extrinsic Evidence: Only okay where the testator revoked Will 1 by physical act.
Wills - Codicil
Testamentary instrument executed in compliance with probate code that modifies, amend or revokes a will, that requires same formalities as a will. To extent will remains unchanged as a result of codicil, it is deemed to speak as of date of codicil (republished).
Wills - Integration
Consists in all papers or writings actually present at time of execution that testator intended to constitute will. Intent and presence is presumed where papers are physically connected or there is internal sense of connection shown by provisions. May be shown by extrinsic evidence.