2019 Probate Academy Dr. Gerry W. Beyer Governor Preston E. Smith - - PowerPoint PPT Presentation

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2019 Probate Academy Dr. Gerry W. Beyer Governor Preston E. Smith - - PowerPoint PPT Presentation

Feb 26, 2023 345 likes •1.24k views

2019 Probate Academy Dr. Gerry W. Beyer Governor Preston E. Smith Regents Professor of Law Texas Tech University School of Law 1 Elements of a valid will. Impact of changes between will execution and death Property Persons

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  • Dr. Gerry W. Beyer

Governor Preston E. Smith Regents Professor of Law Texas Tech University School of Law

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2019 Probate Academy

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 Elements of a valid will.  Impact of changes between will execution and death

  • Property
  • Persons

 Will revocation

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 1. Legal Capacity  2. Testamentary Capacity  3. Testamentary Intent  4. Formalities

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 1. 18 years old or older.

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 2. Is or has been lawfully married.

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 3. Is a member of the armed forces at time of will

execution.

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 1. Understand what doing

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 2. Comprehend effect of what doing.

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 3. Know general nature and extent of property.

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 4. Know natural objects of bounty.

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 5. Achieve above four elements simultaneously.

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 Testator must intend the very instrument the testator

executes to be the will.

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Attested (witnessed) Holographic (handwritten)

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Written Signed Witnessed

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 No requirement regarding what written on or with.

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 Any symbol executed or adopted by the testator with

present intent to authenticate the will.

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 Number = at least two

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 Legal Capacity

  • Above 14

+

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 Attestation Capacity

  • Credible; qualified to testify in court

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 4. Knowledge

  • Publication not required (witnesses do not need to know they are

witnessing a will)

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 1. Witnesses attest in presence of testator?

  • Required in Texas.

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 2. Witnesses attest in each other’s presence?

  • Not required in Texas.

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 3. Testator signs (or acknowledges a prior signature) in

presence of witnesses?

  • Not required in Texas.

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 1. Effect on will

  • None – will remains valid.

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 2. Effect on beneficiary’s gift

  • Void, unless an exception applies.

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 3. Exceptions

  • a. If beneficiary is also an heir, beneficiary receives smaller of will

and intestate share.

  • b. Will is otherwise established (e.g., another witness).
  • c. Corroboration by disinterested and credible person.

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 Substitutes for in-court testimony of witnesses when will

probated.

 Saves time, expense, and inconvenience when probating

will.

 Does not “strengthen” the will.

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 1. Traditional –

two-step with “double” signatures. SPA is separate document.

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 2. Modern (as of

September 1, 2011) – one- step with “single” signatures. SPA is inside the will.

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 In about 50% of the states including Texas, wills that are in

the testator’s own handwriting do NOT need to be witnessed.

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 A specific gift adeems, that is, fails.  Beneficiary does not receive:

  • Value of gift.
  • Substitute gift.
  • Proceeds of sale of property still in estate.

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 If specific gift is subject to debt, lien, etc.,  does B:

  • Get debt paid off (exonerated)?
  • Take gift subject to debt (only

receive equity)?

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 Exoneration presumed.

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 Exoneration not presumed.

  • EC § 251.301-251.303

 Generic “payment of debts” provision will not trigger

exoneration.

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 When testator dies without enough property to pay all

debts and gifts, which gifts have priority?

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 1. Intestate Property, if any.  2. Residuary gift (personal, then real).  3. General gifts (personal, then real).  4. Specific gifts (personal, then real).

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 No effect in Texas

  • But, community property now may be created.

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 The following provisions are void:

  • Ex-spouse as beneficiary.
  • Ex-spouse’s relatives as beneficiary (unless they are also the

deceased spouse’s relatives).

  • Ex-spouse as fiduciary (executor, guardian of children, trustee).

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 Exceptions:

  • Remarriage of spouses.
  • Will of deceased spouse expressly provides otherwise.

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 Passage of voided gift:

  • As if ex-spouse predeceased the testator.

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 Statute operates only upon a final divorce – not after filing

  • r while pending.

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 Child born or adopted afterTestator executes the will.  Governed by:

  • EC §§ 255.051-255.056

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 Provide for “left-out” children by giving them a forced

share

 Based on theory that the testator would have provided for

them if he/she had known they would exist.

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 T provided for PC in will

  • For example,

▪ “I leave my ranch to my children.” ▪ “I leave all my property to my spouse. If my spouse predeceases me, I leave all my property to my children.”

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 T provided for PC in will, or  T provided for PC by non-probate asset

  • For example,

▪ As a beneficiary of a life insurance policy. ▪ As a pay on death beneficiary of a bank account.

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 T provided for PC in will, or  T provided for PC by non-probate asset, or  T mentioned PC in will.

  • Example

▪ “I intentionally make no provision for any child born or adopted after I execute this will.”

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  • 1. Ascertain amount of estate not passing to PC’s other

parent.

  • 2. Give PC share of this amount as if Testator died intestate

with no SS.

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  • 1. Ascertain amount of estate given to T’s

children.

  • 2. Ascertain number of children beneficiaries.
  • 3. Ascertain number of PCs.
  • 4. Add Bs plus PCs (Step 2 + Step 3).
  • 5. Divide Step 1/Step 4 to determine amount

each PC receives.

  • 6. Gifts to other children reduced

proportionately.

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 Gift fails (lapses) because beneficiary dies before testator.

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 1. Under express terms of will.  2. Saved by anti-lapse statute.  3. Via residuary clause.  4. Via intestacy.

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 1. Beneficiary is descendant of

  • Testator, or

▪ Child ▪ Grandchild, etc.

  • Testator’s parent.

▪ Brother/sister ▪ Niece/nephew, etc.

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 2. Beneficiary physically or legally dies before testator.

  • Biological death first.
  • Biological death within 120 hours.
  • Disclaims.

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 3. Beneficiary left at least one surviving descendant.

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 4. Beneficiary’s descendant outlives testator by 120 hours.

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 5. Gift then passes to beneficiary’s descendants per capita

with representation.

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 1. Mental Capacity

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 2. Revocation Intent

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 3. Physical Act – EC § 253.002

  • “destroying or canceling”

▪ By testator, or ▪ By proxy in testator’s presence.

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 4. Concurrence of first three requirements.

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 Examples:

  • I leave $10,000 to Walter Bishop
  • I leave $10,000 to each of Walter Bishop and Peter

Bishop.

 Texas = No effect on gift

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 1. Will

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 2. Codicil

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 3. Declaration in writing with will formalities.

5/8/2 /2019

I I revok voke e my y Wi Will. Tess ss Tater

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 Applicant must prove testator did not revoke the will.  How prove a negative?

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 Source of will “normal”

  • Person to whom testator delivered it, or
  • Among testator’s valuable papers

and

 No suspicious circumstances

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 Testator possessed will when last seen and it cannot be

found after death.

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 1. Cause of non-production.  2. Court satisfied original cannot be produced by

reasonable diligence.

 3. Prove contents of will by testimony of someone who:

  • read the will,
  • heard the will read aloud, or
  • can identify a copy.

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