Challenging a Will in Florida – A Short Primer

As medical science permits our bodies to be kept alive long once our minds function as once we were young and healthy, relations and others may see an chance to regulate an elderly person’s estate arrange more to their liking.  When different members of the family, not concerned within the modification to the estate plan, learn of the changes, they'll want to contest the will on the grounds of undue influence, lack of capability, or failure of the can to evolve to the requirements of law.  A will can be challenged only once death, not while the maker of the can remains alive, although the facts surrounding the creation of the will can be gathered and preserved for subsequent litigation. Once death, the Personal Representative can issue a Notice of Administration to the heirs and beneficiaries, that starts a ninety-day amount for difficult a can or the appointment of the Personal Representative.

Correct execution of a will needs {that the} will be signed by the deceased and witnessed by 2 witnesses, who conjointly sign the can at the same time as the deceased. A will can be contested on the grounds that it was not properly signed or witnessed, and Florida courts have declared wills to be invalid that were not witnessed properly, including a scenario where one witness was in an adjoining room when the will was signed and not in the immediate presence of the maker of the will.

Beneath Florida law, a testator is needed to own mental competency to form a can and to perceive the character of their assets and also the people to whom the assets are going to be distributed. A will can be declared void if lack of capacity will be proven. Sometimes, incompetence is established through a prior medical diagnosis of dementia, hallucinations, Alzheimer’s, or psychosis, or through the testimony of witnesses on the irrational conduct of the testator round the time the will was executed or perhaps {that the} testator was on heavy medication. As a practical matter it's troublesome to challenge a can on lack of capability grounds while not a definitive medical diagnosis of a mental drawback or without substantial proof of the medicine or medication {that the} testator was taking.

A will can be challenged on undue influence grounds when the testator was compelled or coerced to execute a will as a results of improper pressure exerted on him, typically by a relative, friend, trusted advisor, or health care worker. In many cases, the undue influencer will upset an extended established estate set up where the majority of the estate was to pass to the direct descendants or alternative close relatives of the decedent. Some undue influencers are new friends or acquaintances of the decedent who “befriend” the decedent within the last months or years of life, sometimes once the decedent has suffered some decline in mental ability. In other things, one kid of the decedent, often a {caregiver}, will coerce the decedent to write the opposite children out of the will (especially if the opposite children are stepchildren). Undue influencers can also be health care staff or live in aides who implicitly or explicitly threaten to withhold care unless the estate arrange is changed in favor of the health care worker.  Please read the Estate of Carpenter case, which is the most vital undue influence case in Florida.
Even with proof of vital pressure or cajoling from a spouse, Florida courts are reluctant to overturn bequests to a surviving spouse beneath an undue influence claim, given the importance of marriage in our society. Nonetheless, an egregious set of facts may warrant putting of a souvenir to a surviving spouse, though the surviving spouse will be entitled to the elective share (thirty% in Florida), absent a sound marital agreement to the contrary.

Almost all can contests are heard by the probate division of the circuit court, where jury trials are not permitted.  Florida will not recognize “no contest” clauses in wills or trusts. In any litigation in Florida over a can or trust, such a clause will be ignored.

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This entry was posted on Saturday, December 19th, 2009 at 3:02 am and is filed under Uncategorized. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.

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