The Uniform Probate Code and the International Will
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Spring 2014 Melanie Leslie – Trusts and Estates – Attack Outline 1
Spring 2014 Melanie Leslie – Trusts and Estates – Attack Outline Order of Operations (Will) • Problems with the will itself o Facts showing improper execution (signature, witnesses, statements, affidavits, etc.), other will challenges (Question call here is whether will should be admitted to probate) . Look out for disinherited people who have standing under the intestacy statute!! . Consider mechanisms to avoid will challenges (no contest, etc.) o Will challenges (AFTER you deal with problems in execution) . Capacity/undue influence/fraud o Attempts to reference external/unexecuted documents . Incorporation by reference . Facts of independent significance • Spot: Property/devise identified by a generic name – “all real property,” “all my stocks,” etc. • Problems with specific devises in the will o Ademption (no longer in estate) . Spot: Words of survivorship . Identity theory vs. UPC o Abatement (estate has insufficient assets) . Residuary general specific . Spot: Language opting out of the common law rule o Lapse . First! Is the devisee protected by the anti-lapse statute!?! . Opted out? Spot: Words of survivorship, etc. UPC vs. CL . If devise lapses (or doesn’t), careful about who it goes to • If saved, only one state goes to people in will of devisee, all others go to descendants • Careful if it is a class gift! Does not go to residuary unless whole class lapses • Other issues o Revocation – Express or implied? o Taxes – CL is pro rata, look for opt out, especially for big ticket things o Executor – Careful! Look out for undue -
Uniform Probate Code Article Ii Intestacy, Wills, and Donative Transfers
UNIFORM PROBATE CODE ARTICLE II INTESTACY, WILLS, AND DONATIVE TRANSFERS [Sections to be Revised in Bold] Table of Sections PART 1 INTESTATE SUCCESSION § 2-101. Intestate Estate. § 2-102. Share of Spouse. § 2-102A. Share of Spouse. § 2-103. Share of Heirs Other Than Surviving Spouse. § 2-104. Requirement That Heir Survive Decedent for 120 Hours. § 2-105. No Taker. § 2-106. Representation. § 2-107. Kindred of Half Blood. § 2-108. Afterborn Heirs. § 2-109. Advancements. § 2-110. Debts to Decedent. § 2-111. Alienage. § 2-112. Dower and Curtesy Abolished. § 2-113. Individuals Related to Decedent Through Two Lines. § 2-114. Parent and Child Relationship. § 2-101. Intestate Estate. (a) Any part of a decedent’s estate not effectively disposed of by will passes by intestate succession to the decedent’s heirs as prescribed in this Code, except as modified by the decedent’s will. (b) A decedent by will may expressly exclude or limit the right of an individual or class to succeed to property of the decedent passing by intestate succession. If that individual or a member of that class survives the decedent, the share of the decedent’s intestate estate to which that individual or class would have succeeded passes as if that individual or each member of that class had disclaimed his [or her] intestate share. § 2-102. Share of Spouse. The intestate share of a decedent’s surviving spouse is: (1) the entire intestate estate if: (i) no descendant or parent of the decedent survives the decedent; or (ii) all of the decedent’s surviving descendants are also -
Dependent Disclaimers Katheleen R
University of Oklahoma College of Law From the SelectedWorks of Katheleen R. Guzman Fall 2016 Dependent Disclaimers Katheleen R. Guzman Available at: https://works.bepress.com/katheleen_guzman/11/ guzman, katheleen 12/4/2017 For Educational Use Only DEPENDENT DISCLAIMERS, 42 ACTEC L.J. 159 42 ACTEC L.J. 159 ACTEC Law Journal Fall, 2016 Katheleen R. Guzmana1 Copyright © 2016 by The American College of Trust and Estate Counsel. All Rights Reserved.; Katheleen R. Guzman *159 DEPENDENT DISCLAIMERS I. INTRODUCTION Intent, delivery, and acceptance.1 The first two can be pressed at a donor’s choice; with the last one, the donee can brake. In this regard, inter vivos gift theory reflects symmetrical propositions: just as no one can be forced to make a gift, none can be forced to accept one. The same holds true for estates. Under the twin theories of renunciation and disclaimer,2 would-be takers may refuse to accept a devise or inheritance,3 simultaneously rejecting a right to acquire and exercising a right to avoid. Such refusal again reflects evenness of form, for in the very act of disclaiming inheres the enrichment of someone else. It might initially seem odd that one would reject another’s largesse or the status of being deemed heir. But ownership carries both value and cost, and acquisition is personal choice. Refusal will sometimes occur. *160 Where the rejecter is also the would-be owner, the disclaimer is both clean and direct, and is a relative commonplace within estates law to attain tax efficiency or avoid a creditor’s claim. -
The Concept of 'Will' Under Muslim Law: a Study
International Journal of Law and Legal Jurisprudence Studies :ISSN:2348-8212:Volume 4 Issue 3 70 THE CONCEPT OF ‘WILL’ UNDER MUSLIM LAW: A STUDY Dr Anand Kumar Tripathi, Assistant Professor of Law, Raksha Shakti University,Ahmedabad-16 E-mail: [email protected] Abstract: In Muslim law, the testamentary document called the will is referred to as Wasiyat .Will or Wasiyat is a document made by the legator in favour of legatee which becomes effective after the death of the legator. Under Muslim law no person is entitled to make will of the whole property. Limitations are imposed in making will.The reason being to pay the respect to the word of prophet in order to ensure the shares of the legal heirs. In case of will of absolute property nothing will remain for all sharers prescribed under Muslim Law. Wills are declared lawful in the Quran, though the Quran itself does not provide for the testamentary restriction of one-third. The permissibility of bequests up to one-third is traced to a Hadis of the Propeht which ahs been stated by Sa’d Ibn Abi Waqqas and reported by Bukhari. Introduction Sa’d Ibn Abi Waqqas said: “The Messenger of God used to visit me at Mecca, in the year of the Farewell Pilgrimage on account of my illness which had become very serious. So I said, “My illness has become very severe and I have much property and there is none to inherit from me but a daughter, shall I then bequeath two-thirds of my property as a charity?” He said, “No.” I said, “Half?”, He said “No.” Then he said: “Bequeath one-third and one-third is much, for if thou leavest thy heirs free from want, it is better than that thou leavest them in want, begging of other people; and thou dost not spend anything seeking thereby the pleasure of Allah but thou art rewarded for it even for that which thou puttest into the mouth of they wife” In Muslim law, the testamentary document called the will is referred to as Wasiyat. -
Ademption by Extinction: Smiting Lord Thurlow's Ghost
ADEMPTION BY EXTINCTION: SMITING LORD THURLOW'S GHOST John C. Paulus* INTRODUCTION Testator (T)properly executes a will giving his farm, Blackacre, to his daughter (D), and the rest of his property to his son (S). T lives with D on Blackacre. Three years later T sells Blackacre and buys Whiteacre. T and D live together on Whiteacre until T's death four years later. From numerous utterances and acts it is very evident that T wants D to have Whiteacre for her own after his death. Will Whiteacre go to D or S? In most (maybe all) of the states, the answer would be, "S." The identity rule enunciated by Lord Thurlow in 1786 is followed.' As indicated by its application to T, D, and S, the dominating philosophy can bring forth some unsatisfactory results. Lord Thurlow's opinion calls for the application of a simple test in determining whether or not a specific devise adeems: If the asset identified as the exclusive subject of the devise is not held by the testator at his death, the devise fails.' Ademption by extinction, as this problem area is uniformly called, is reduced to a matter of identifying, if possible, the devised item in the estate.' The most often quoted statement by Lord Thurlow is: "And I do * Professor of Law, Willamette University. Visiting Professor of Law, Texas Tech University 1970-71. 1. Ashburner v. Macguire, 29 Eng. Rep. 62 (Ch. 1786). This hypothetical is similar to the facts in Ashburner in that the testator sells the devised asset (Blackacre). Three years later in Stanley v. -
Coming to Terms with the Uniform Probate Code's Reformation of Wills
University of Colorado Law School Colorado Law Scholarly Commons Articles Colorado Law Faculty Scholarship 2012 Coming to Terms with the Uniform Probate Code's Reformation of Wills Wayne M. Gazur University of Colorado Law School Follow this and additional works at: https://scholar.law.colorado.edu/articles Part of the Estates and Trusts Commons, and the Evidence Commons Citation Information Wayne M. Gazur, Coming to Terms with the Uniform Probate Code's Reformation of Wills, 64 S.C. L. REV 403 (2012), available at https://scholar.law.colorado.edu/articles/740. Copyright Statement Copyright protected. Use of materials from this collection beyond the exceptions provided for in the Fair Use and Educational Use clauses of the U.S. Copyright Law may violate federal law. Permission to publish or reproduce is required. This Article is brought to you for free and open access by the Colorado Law Faculty Scholarship at Colorado Law Scholarly Commons. It has been accepted for inclusion in Articles by an authorized administrator of Colorado Law Scholarly Commons. For more information, please contact [email protected]. +(,121/,1( Citation: 64 S. C. L. Rev. 403 2012-2013 Provided by: William A. Wise Law Library Content downloaded/printed from HeinOnline Tue Feb 28 11:04:51 2017 -- Your use of this HeinOnline PDF indicates your acceptance of HeinOnline's Terms and Conditions of the license agreement available at http://heinonline.org/HOL/License -- The search text of this PDF is generated from uncorrected OCR text. -- To obtain permission to use this article beyond the scope of your HeinOnline license, please use: Copyright Information COMING TO TERMS WITH THE UNIFORM PROBATE CODE'S REFORMATION OF WILLS Wayne M. -
Text and Time: a Theory of Testamentary Obsolescence
View metadata, citation and similar papers at core.ac.uk brought to you by CORE provided by Washington University St. Louis: Open Scholarship Washington University Law Review Volume 86 Issue 3 2009 Text and Time: A Theory of Testamentary Obsolescence Adam J. Hirsch Florida State University Follow this and additional works at: https://openscholarship.wustl.edu/law_lawreview Part of the Estates and Trusts Commons Recommended Citation Adam J. Hirsch, Text and Time: A Theory of Testamentary Obsolescence, 86 WASH. U. L. REV. 609 (2009). Available at: https://openscholarship.wustl.edu/law_lawreview/vol86/iss3/2 This Article is brought to you for free and open access by the Law School at Washington University Open Scholarship. It has been accepted for inclusion in Washington University Law Review by an authorized administrator of Washington University Open Scholarship. For more information, please contact [email protected]. TEXT AND TIME: A THEORY OF TESTAMENTARY OBSOLESCENCE ADAM J. HIRSCH∗ Events may occur after a will is executed that ordinarily give rise to changes of intent regarding the estate plan—yet the testator may take no action to revoke or amend the original will. Should such a will be given literal effect? When, if ever, should lawmakers intervene to update a will on the testator's behalf? This is the problem of testamentary obsolescence. It reflects a fundamental, structural problem in law that can also crop up with regard to constitutions, statutes, and other performative texts, any one of which may become timeworn. This Article develops a theoretical framework for determining when lawmakers should—and should not—step in to revise wills that testators have left unaltered and endeavors to locate this framework in the context of other forms of textual obsolescence. -
California Law Revision Commission
STATE OF CALIFORNIA CALIFORNIA LAW REVISION COMMISSION STAFF REPORT California Uniform Prudent Investor Act March 1998 California Law Revision Commission 4000 Middlefield Road, Room D-1 Palo Alto, CA 94303-4739 NOTE This is a special edition of the Uniform Prudent Investor Act setting out the origi- nal explanatory text from the Commission’s recommendation and the final statutory text with official Commission Comments. Staff Report on California Uniform Prudent Investor Act UNIFORM PRUDENT INVESTOR ACT * A new Uniform Prudent Investor Act was approved by the National Conference of Commissioners on Uniform State Laws in the summer of 1994.1 The new act seeks to modernize investment practices of fiduciaries, focusing on trustees of pri- vate trusts. The primary objectives of the UPIA are stated in its Prefatory Note: (1) The standard of prudence is applied to any investment as part of the total portfolio, rather than to individual investments. In the trust setting the term “portfolio” embraces all the trust’s assets.… (2) The tradeoff in all investing between risk and return is identified as the fiduciary’s central consideration.… (3) All categoric restrictions on types of investments have been abrogated; the trustee can invest in anything that plays an appropriate role in achieving the risk/return objectives of the trust and that meets the other requirements of prudent investing.… (4) The long familiar requirement that fiduciaries diversify their investments has been integrated into the definition of prudent investing.… (5) The much criticized former rule of trust law forbidding the trustee to dele- gate investment and management functions has been reversed. -
Uniform Trust Code
D R A F T FOR DISCUSSION ONLY UNIFORM TRUST CODE NATIONAL CONFERENCE OF COMMISSIONERS ON UNIFORM STATE LAWS MARCH 10, 2000 INTERIM DRAFT UNIFORM TRUST CODE WITHOUT PREFATORY NOTE AND COMMENTS Copyright © 2000 By NATIONAL CONFERENCE OF COMMISSIONERS ON UNIFORM STATE LAWS The ideas and conclusions set forth in this draft, including the proposed statutory language and any comments or reporter’s notes, have not been passed upon by the National Conference of Commissioners on Uniform State Laws or the Drafting Committee. They do not necessarily reflect the views of the Conference and its Commissioners and the Drafting Committee and its Members and Reporters. Proposed statutory language may not be used to ascertain the intent or meaning of any promulgated final statutory proposal. UNIFORM TRUST CODE TABLE OF CONTENTS ARTICLE 1 GENERAL PROVISIONS AND DEFINITIONS SECTION 101. SHORT TITLE. ............................................................ 1 SECTION 102. SCOPE. ................................................................... 1 SECTION 103. DEFINITIONS. ............................................................. 1 SECTION 104. DEFAULT AND MANDATORY RULES. ...................................... 4 SECTION 105. QUALIFIED BENEFICIARIES. ............................................... 5 SECTION 106. NOTICE. .................................................................. 5 SECTION 107. COMMON LAW OF TRUSTS. ................................................ 6 SECTION 108. CHOICE OF LAW. ......................................................... -
98013-6 Per Order Dated 4/29/20 the Clerk's Motion to Strike the Reply Is Granted Except As to Portion of the Reply That Addre
FILED per order dated 4/29/20 SUPREME COURT The clerk’s motion to strike the reply is granted STATE OF WASHINGTON except as to portion of the reply that addresses 212812020 1 :32 PM the request for attorney fees. BY SUSAN L. CARLSON CLERK 98013-6 CASE NO. 78696-2-I COURT OF APPEALS, DIVISION I OF THE STA TE OF WASHING TON Indira Rai-Choudhury, Petitioner, V. Stephanie Inslee, in her official capacity as personal representative of the Estate of Margaret Rai-Choudhury, Respondent. REPLY IN SUPPORT OF PETITION FOR REVIEW TO THE WASHINGTON STATE SUPREME COURT Christopher C. Lee, WSBA No. 26516 Attorneys for Indira Rai-Choudhury Aiken, St. Louis & Siljeg, P.S. 801 Second A venue, Ste. 1200 Seattle, WA 98104 206-624-2650/fax: 206-623-5764 lcd u~ni ken .tom Table of Contents I. INTRODUCTION .. ... .. ...... .... .. ... .. .. ... .. .. ... .. ... .. .. ...... .. ... 1 II. REPLY TO STATEMENT OF FACTS ... ... .. .. ..... .. .......... .. 2 III. REPLY TO LEGAL ARGUMENTS ... .......... ..... .. .... .. ... ... ... 3 A. A Presumption of Lucidity Can Be Challenged By Showing Margaret's Reasoning for her Estate Plan had no Basis in Fact ................................................. 3 B. RCW 5.60.030 Excludes Testimony of Transactions With the Decedent and Statements Made by Decedent; It is Not a Complete Bar of All Testimony Concerning Decedent .................................................... .... ...... 6 C. Substantial Admissible Evidence Existed to Create a Genuine Issue of Material Fact Decedent ........ ... ... ...... ... .. 8 D. The Estate's Request for Attorneys' Fees and Expenses Should Be Denied ......... ..... ... .. .. .. .. .. ..... ..... ..... .. .. 9 IV. CONCLUSION . .. .. .... ... ... ............ .... ... .... .......... ..... ...... 9 APPENDIX • Anderson v. Hunt, 196 Cal. App. 4th 722, 126 Cal. Rptr. 3d 736 (2011) Table of Authorities Cases Aetna Life Ins. -
There Are Two Types of Declarations Permitted Under the Act. the First Is
ADVANCE DIRECTIVES There are two types of Declarations permitted under FOR THESE REASONS, ROCKY MOUNTAIN EYE the Act. The first is a Declaration (often called a “Living SURGERY CENTER HAS CHOSEN NOT TO HONOR This information is being provided to you for reference Will”), that is an instruction given only to your attending OR RECOGNIZE A PATIENT’S ADVANCE only, and is not intended as legal advice. You should health care providers. It does not give instructions to or SHOULD I HAVE AN ADVANCE DIRECTIVE? DIRECTIVE. PHYSICIAN OWNERSHIP consult with your family, attorney or other advisors about appoint another person to make decisions for you. Advance Directives for your medical treatment. The decision is yours. Montana law does not require The second Declaration (often referred to as Appoint- that you have one. The discussion above will help you to weigh your options and decide if you want to prepare an The Patient Self Determination Act (“PSDA”) requires ment of an Agent or a Power of Attorney) appoints PHYSICIAN OWNERSHIP most health care facilities to advise patients of their another person(most often a spouse, parent, child or Advance Directive to guide your physician or your agent health care decision-making rights. This section on close friend) to make medical treatment decisions for if you are unable to make your own decisions. There are Your physician may have financial and ownership inter- Advance Directives is intended to comply with that law. you when you are unable to do so on your own. numerous options, and you should choose the option est in Rocky Mountain Eye Surgery Center, Inc. -
STEVE R. AKERS Bessemer Trust Company, NA 300
THE ANATOMY OF A WILL: PRACTICAL CONSIDERATIONS IN WILL DRAFTING* Authors: STEVE R. AKERS Bessemer Trust Company, N.A. 300 Crescent Court, Suite 800 Dallas, Texas 75201 BERNARD E. JONES Attorney at Law 3555 Timmons Lane, Suite 1020 Houston, Texas 77027 R. J. WATTS, II Law Office of R. J. Watts, II 9400 N. Central Expressway, Ste. 306 Dallas, Texas 75231-5039 State Bar of Texas ESTATE PLANNING AND PROBATE 101 COURSE June 25, 2012 San Antonio CHAPTER 2.1 * Copyright © 1993 - 2011 * by Steve R. Akers Anatomy of A Will Chapter 2.1 TABLE OF CONTENTS PART 1. NUTSHELL OF SUBSTANTIVE LAW REGARDING VALIDITY OF A WILL................................................................. 1 I. FUNDAMENTAL REQUIREMENTS OF A WILL. 1 A. What Is a "Will"?. 1 1. Generally. 1 2. Origin of the Term "Last Will and Testament".. 1 3. Summary of Basic Requirements. 1 B. Testamentary Intent. 1 1. Generally. 1 2. Instrument Clearly Labeled as a Will.. 2 3. Models or Instruction Letters. 2 4. Extraneous Evidence of Testamentary Intent.. 2 C. Testamentary Capacity - Who Can Make a Will. 2 1. Statutory Provision. 2 2. Judicial Development of the "Sound Mind" Requirement.. 2 a. Five Part Test--Current Rule.. 2 b. Old Four Part Test--No Longer the Law.. 2 c. Lucid Intervals. 3 d. Lay Opinion Testimony Admissible.. 3 e. Prior Adjudication of Insanity--Presumption of Continued Insanity. 3 f. Subsequent Adjudication of Insanity--Not Admissible. 3 g. Comparison of Testamentary Capacity with Contractual Capacity. 4 (1) Contractual Capacity in General.. 4 (2) Testamentary and Contractual Capacity Compared. 4 h. Insane Delusion.