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WILLS/TRUSTS 29: Burden is on the will contestant to establish the will is void for lack of testamentary capacity.

Decedent executed a will in 1976, naming her daughter as the sole beneficiary and personal representative. Decades later, and after the relationship between the daughter and decedent evaporated, decedent called a local estate planning attorney, who had done some work for her in the past and told him she wanted to make a new will.

New Will

Decedent clarified that she did not want to leave anything to family members, and her entire estate was to go to petitioner. Decedent signed the new documents in 2011, making petitioner the personal representative and sole heir under the new will.

Motion to Set Aside Will

Decedent died in 2013. The daughter filed an application for informal probate of decedent’s estate and acceptance of appointment as personal representative under the 1976 will. The petitioner filed a petition to set aside the informal probate of the 1976 will and be named successor personal representative, arguing the 2011 will should be admitted and, under its terms, petitioner should be named successor personal representative.  The daughter argued that the 2011 will was invalid because decedent lacked testamentary capacity due to her suffering from Alzheimer’s disease or dementia. The daughter filed a motion for summary disposition in the probate court to set aside the 2011 will.

Will Contestant

The right to contest a will is statutory and the burden is on the will contestant to establish the will is void for lack of testamentary capacity. Whether a decedent had testamentary capacity is judged as of the time of the execution of the instrument, and not before or after. A testator must know what property she owns, who her family is, and how the will disposes of the property to have testamentary capacity. Proof of old age, mental weakness, or forgetfulness are insufficient to establish a lack of testamentary capacity.

Attorney Testimony

When decedent signed the 2011 will, the attorney came to her house for the signing and testified that decedent greeted him, knew who he was and why he was there, and was a gracious host. The experienced estate planning attorney testified that nothing that evening led him to be concerned decedent lacked an understanding of what she was doing in signing the will. In his opinion, decedent had testamentary capacity to execute the 2011 will.

Do You Need an Attorney to Draft a Will?

Wills are an essential part of any estate plan. Without a validly executed will, your estate will pass by the rules of intestate succession at the time of your passing, which may or may not achieve your goals. A carefully drafted and properly executed will can pass your property to your loved ones in the manner of your choosing. A will can also help ensure that your children and other family members understand your wishes, thus minimizing the risk of disputes and litigation.

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PROBATE 51: Trust filed a petition to determine title to credit union account.

The probate court explained that the owners of the account are S and J. When S passes, J becomes the owner of the account. J is the one who had the authority to make the designation. Nowhere in any documents is there a designation by J that SJ be the owner -- or the beneficiary of the account. The designation made by his father was no longer binding because he was no longer the owner at the time J passed away.

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