What Are The Grounds To Contest A Will?

    Elder & Estate Planning law
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A will is a legal document in which a person (the testator) specifies how their assets and property should be distributed after their death. However, in some cases, individuals may have valid reasons to contest a will. Contesting a will involves challenging its validity during the probate process and can be based on various legal grounds. If successful, it may result in the will being declared invalid, which could affect the distribution of the deceased’s estate.

Grounds to Contest a Will:

Lack of Mental Capacity (Testamentary Capacity):

One of the most common grounds for contesting a will is the claim that the testator lacked mental capacity at the time the will was made. This means the testator did not understand the nature of the act, the extent of their property, or the people they were leaving their property to.

If it can be proven that the testator was suffering from a mental illness, dementia, or other cognitive impairments that prevented them from understanding their actions, the will may be contested on the grounds of lack of testamentary capacity.

Undue Influence or Coercion:

A will can be contested if it is believed that the testator was under undue influence, pressure, or coercion from another person when making the will. This can occur if someone used threats, manipulation, or forceful persuasion to change the testator’s decisions regarding the distribution of their estate.

The burden of proof lies on the person contesting the will to show that the testator was manipulated or coerced into making decisions against their true intentions.

Fraud or Forgery:

If a will was created based on fraudulent information or forged signatures, it can be contested. For example, if someone deliberately misrepresented the testator’s intentions or forged their signature on the will, the validity of the will can be challenged on the grounds of fraud or forgery.

Fraud may also involve false statements made to the testator to influence their decisions.

Lack of Proper Execution (Formalities):

In order for a will to be legally valid, it must comply with the formalities prescribed by law, such as being written, signed by the testator, and witnessed by at least two competent witnesses. If these formalities were not met, the will can be contested.

The absence of proper signatures, the testator not being present when the will was signed, or the absence of required witnesses could be grounds for contesting a will.

Revocation of the Will:

If the testator revoked the will before their death, and it was not formally updated or replaced, the will can be contested. A will can be revoked through a written document or by destroying the original copy.

If there is proof that the testator expressed the intention to revoke the will or destroyed it, the will being contested might be based on revocation.

Disinheritance or Lack of Provision for Legal Heirs:

A legal heir, such as a spouse or child, might contest a will if they believe that the testator intentionally left them out of the will without a valid reason. In some jurisdictions, laws require that legal heirs be provided for in a will, and if a legal heir is disinherited without explanation, they may have grounds to challenge the will.

However, in the absence of a legal requirement for provision, disinheritance alone may not be sufficient to contest a will.

Mistake or Ambiguity in the Will:

If there is a mistake in the will regarding the testator’s intentions or if the language is unclear or ambiguous, it can lead to a will being contested. For example, if the will is improperly drafted or contains conflicting clauses, a legal challenge may be made to interpret the testator’s true wishes.

The court may allow the will to be contested on the grounds of ambiguity or error in the document.

Incapacity Due to Physical Impairment:

In addition to mental impairment, a will can also be contested if the testator had physical impairments that made it impossible for them to execute the will properly. This includes situations where the testator was physically unable to sign the will or had another form of incapacity, such as being bedridden or unconscious.

Legal Process of Contesting a Will:

Filing a Will Contest:

To contest a will, the person challenging the will must file a will contest petition with the probate court. This petition must state the grounds on which the will is being contested and provide supporting evidence.

Gathering Evidence:

The person contesting the will must provide evidence that supports their claim. This can include witness testimony, medical records (for mental capacity claims), forensic analysis (for forgery), and other relevant documents.

Court Hearing:

The court will hear the arguments from both sides. The person defending the will must prove that the will is valid and that the testator had the necessary capacity and freedom to make decisions. The person contesting the will must present their evidence to show why the will should be invalid.

Judgment:

If the court is satisfied with the evidence presented, it will either uphold the will or declare it invalid. If the will is invalidated, the estate will be distributed according to the law of intestate succession or an earlier valid will.

Example:

Suppose Mr. A passes away, leaving behind a will that excludes his only daughter, Ms. B, from inheriting any property.

Ms. B contests the will, claiming that Mr. A was mentally incapacitated at the time of making the will due to dementia.

During the probate process, Ms. B provides medical records showing Mr. A’s cognitive decline, as well as witness testimony that he had been easily influenced by his new spouse, who may have coerced him into making a will that excluded his daughter.

The court may declare the will invalid if it is convinced by the evidence that undue influence or lack of mental capacity was involved.

Key Points to Remember:

  • Contesting a will is a legal process that involves challenging the validity or authenticity of a will.
  • Common grounds for contesting a will include mental incapacity, undue influence, fraud, lack of proper execution, and ambiguity in the document.
  • To contest a will, the person challenging it must provide evidence and file a petition in the probate court.
  • The court will review the evidence, hear arguments from both parties, and determine whether the will should be upheld or invalidated.
Answer By Law4u Team

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