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A will is a precious document that determines the distribution of a person?s
assets to individuals on his demise - according to his choice and in a legally
approved fashion. The beneficiaries of a will are usually those who fall in the
law of descent from spouse, to children and then their descendants. But a
person is also free to leave his money to anybody he likes ? he can leave his
property to charity, a sizeable sum to his faithful butler, and not a penny to
the family. But his legal heirs may not like this.
Thus there is scope for legal wrangling and contesting of the wills of certain
people. Beneficiaries may not like the size of their share. Others may be left
out of the list of beneficiaries. Whatever the reason, many wills are subject
to contesting, especially when they involve large estates and millions of
dollars are at stake.
A will contest is a formal objection raised against the validity of a will,
based on the contention that it does not reflect the actual intent of the
testator. Wills are contested on the premise that the testator lacked capacity,
was insane or under delusions, or was subject to undue influence.
Typically two kinds of persons stand to contest a will: those who are named in
the face of the will and those who will inherit from the testator if the will
is invalid.
In defining capacity for a will, all adults above the age of 18 are fit to write
wills, and minors are termed incapable. Litigation usually revolves around
incapacity of testator due to senility, dementia and insanity or any such
defects which render him unable to form a proper will. But the state recognizes
that capacity to form a will is present if three conditions exist-the testator
knows the value and extent of his property, which his family members are and
how they treated him in his lifetime.
This legal test is relevant since dissatisfied heirs who expected a larger share
than what they received bring most of these contests of will. The burden of
proof thus rests on the complainant to establish incapacity of the testator.
They must prove that the testator had lost his memory or was under delusions
while writing his will.
Lawyers of testators whose capacity is doubtful maybe called to record
interviews with his client on video. They may test the capacity of the testator
to remember his family members, about his property and about the contents of
his will.
Undue influence is the second clause, which is used as a bone of contention. In
many states a legal premise of ?undue influence? arises when a beneficiary of a
will stand in a confidential relationship with the testator.
Undue influence in contract law is of two types-presumed undue influence and
actual undue influence. Presumed undue influence exists among the following
groups-parent/child, guardian/ward, priest/parish member, solicitor/client and
doctor/patient.
In case a testator has left his property to the attorney who drew up his will,
the onus is on the attorney to disprove undue influence. An innocent party may
also set aside a contract due to actual undue influence.
Besides these conditions, a will maybe contested for technical details. Common
mistake is to name a beneficiary as a witness. Also signatures may not be in
order. Property value may not be correctly estimated. Names of beneficiaries
maybe wrongly indicated, dates maybe wrongly marked, executor may be unwilling,
amendments and codicils may not be properly framed or a new will completely
revoking an earlier will be contested.
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