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2. Testamentary Capacity
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“Sound Mind” -- § 57
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Elements of Testamentary Capacity
1. Understand what doing
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Elements of Testamentary Capacity
2. Comprehend effect of what doing.
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Elements of Testamentary Capacity
3. Know general nature and extent of property.
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Elements of Testamentary Capacity
4. Know natural objects of bounty.
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Elements of Testamentary Capacity
5. Achieve above four elements simultaneously.
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Testamentary Capacity Issues
1. When = at time of will execution
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Testamentary Capacity Issues
2. Effect of incapacity adjudication = rebuttable presumption of lack of capacity
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Testamentary Capacity Issues
2. Sane person may lack capacity.
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Testamentary Capacity Issues
3. Impact of aging process.
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Testamentary Capacity Issues
4. Contract capacity compared.
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Testamentary Capacity Issues
5. Client with Questionable Capacity
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Testamentary Capacity Issues
6. Evidence
Warren v. Harnett – p. 83
Lay testimony.
Expert testimony.
Evidence Rule 704.
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Testamentary Capacity Issues
7. Reactions of fact finders