1. ademption 2. divorce 1. ademption 2. divorce 3. lapse
TRANSCRIPT
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Will Revocation
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Revocation byOperation of Law
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Types
1. Ademption
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Types
1. Ademption2. Divorce
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Types
1. Ademption2. Divorce3. Lapse
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Types
1. Ademption2. Divorce3. Lapse4. Failure to survive by 120
hours
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Types
1. Ademption2. Divorce3. Lapse4. Failure to survive by 120
hours5. Pretermitted child
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Types
1. Ademption2. Divorce3. Lapse4. Failure to survive by 120
hours5. Pretermitted child6. Murder
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Revocation byPhysical Act
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Requirements to Revoke by Physical Act
1. Mental Capacity
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Requirements to Revoke by Physical Act
2. Revocation Intent
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Requirements to Revoke by Physical Act
3. Physical Act [Ohio] Tearing Canceling Obliterating Destroying
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Requirements to Revoke by Physical Act
3. Physical Act
By Proxy?▪ Proxy in testator’s presence?▪ Proxy upon testator’s written
instruction, even if not in testator’s presence?
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Requirements to Revoke by Physical Act
4. Concurrence of first three requirements.
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Remedy if intent and physical act do not mesh
1. If no evil conduct
No remedy – will is not revoked.
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Remedy if intent and physical act do not mesh
2. If evil conduct
Constructive trust.
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Partial revocation by physical act
Examples: I leave $10,000 to Walter Bishop I leave $10,000 to each of Walter
Bishop and Peter Bishop.
Approaches: Effective to revoke gift No effect on gift
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Partial revocation by physical act
1. I leave my house to X.
2. I leave $10,000 to Y.
3. I leave the rest to Z.
What result?
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Revocation bySubsequent Writing
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Types of revocation writings
1. Will
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Types of revocation writings
2. Codicil
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Types of revocation writings
3. Declaration in writing with will formalities.
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Methods of revocation by subsequent writing
1. Express Revocation
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Methods of revocation by subsequent writing
2. Revocation by inc0nsistency
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Practice question
Client wants to make minor changes to an existing will.
New will?
Codicil?
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Presumptions
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Proponent’s Burden
Applicant must prove testator did not revoke the will.
How prove a negative?
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Presumption of Non-Revocation
Will found in “normal” location, and
No suspicious circumstances.
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Presumption of Revocation
Testator possessed will when last seen and it cannot be found after death.
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Revival
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Fact Pattern
1. Testator executed valid Will 1.
2. Testator executed valid Will 2 which expressly revoked Will 1.
3. Testator validly revokes Will 2 but does not execute a new will.
4. What result?
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Approaches
1. Revival Will 1 takes effect.
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Approaches
2. No Revival Intestacy.
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Approaches
3. Intent (UPC) Will 1 or intestacy, depending on
evidence of testator’s intent.
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Conditional Revocation
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1. Express conditional revocation
“I revoke my will if [condition] occurs.”
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2. Implied conditional revocation(Dependent Relative Revocation)
Fact Pattern: 1. Testator executed valid Will 1. 2. Testator validly revoked Will 1. 3. Testator executed Will 2, but it is
invalid.
Was revocation of Will 1 impliedly conditioned (dependent) on Will 2 being valid?
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Multiple Originals
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Presumption
If cannot locate all originals, testator destroyed one original with intent to revoke.
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Rebutting Presumption
Evidence may show testator destroyed “extra” originals realizing wisdom of having only one original.
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Apply “Cocaine Rule”