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FeBRUARy,2008Q001—Decedents’estates
IA. Can will be held invalid because Harriet may have unduly infuenced Testator
to make her benefciary?
A.(Rule)Will created by undue infuence may be invalid
1. Undue infuence is amount of pressure one uses to force someone to
execute will leaving assets particular way, or to as benefciary
whenhewouldnotordinarilyhavedoneso
2.Burdenoncontestingwilltoshowallofthefollowing
a. Testator vulnerable to undue infuence
b. Opportunity for undue infuence
c. ’s nature to act with such undue infuence
d. Disposition in will appears to be product of undue infuence
3. Presumption of undue infuence possible if confdences shown and
questionabledrafting
a. Burden of proof shifts to charged with undue infuence
B.(Application) Facts may show Harriet exerted undue infuence on Testa-
torbecause
1.HarrietlivedwithTestator,tookcareofTestatorandlimitedandcriti-
cizedTestator’scontactwithdaughter,Dora
2.HarrietrepeatedlydemandedTestatortoincludeherinhiswilland
threatenedtoquitifnotincludedwhenTestatorwasincreasinglyde-
pendentonher
3. Facts may not show if Testator is vulnerable to undue infuence be-
cause Testator controlled fnancial affairs, played active role as trustee
of various nonprofts, was able to say no when pressured, and pro-
videdhandwrittendispositionalplantoattorney
C.(Conclusion)F i t s u i o T w
actsnconclusiveoupportnduenfuencenestatorhen
disposingofassetsinwillandmaydependonpartywithburdenofproof
IB.Iswillinvalidinwholeorinpart?
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