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WILL CHALLENGE IN PROBATE LAWSUIT: WAS THE WILL REVOKED BEFORE DEATH? STEPMOTHER VS. STEPCHILDREN FIGHT OVER WILL THAT DISAPPEARED

Uncategorized Feb 1, 2014

Q:  Who wins a #willchallenge  if one side is saying a will was revoked and the other wants the will   admitted to probate ?  And the will disappears  ?

A recent Texas case, whose legal opinion was issued by the court just days ago, deals with #probatelitigation and a #willchallenge.  The issue for the #probatecourt was whether the evidence at the #probatecourt which heard the #estatelitigation was sufficient when it ruled that the  will had been revoked.  And what about that legal presumption in #probatecourt about #revokedwills ?

PROBATE OF WILL WAS DENIED — will was revoked prior to death

A will was submitted to probate and the #probatecourt denied the request to #probatethewill.  No probate !  No last will  !

Q: had the original  last will  been  revoked   during life ?

The appeals court sided with the #probatecourt: the #lastwill was revoked !

THIRD WIFE, 8 STEPKIDS AND LOTS OF #INHERITANCELITIGATION

Floyd was on his third wife when he died in 2007. His last marriage was for 30 years.  He had no children with his third wife.   BUT he had 8 children from prior relationships.

  • Floyd signed a will on February 16, 2000.
  • His daughter was #estateexecutor.
  • The house went to his third wife-the #estatewidow or #survivingspouse
  • His money the rest of his estate went to his 8 children

LAST WILL DISAPPEARS — PRESUMPTION OF REVOCATION — WAS THE #WILLREVOKED ?

Floyd kept the will in a #safedepositbox.    After his death, it wasn’t there. Only Floyd and his daughter had access.

The #probatecourt found that the daughter, after a #probatetrial, had not overcome the #presumptionofrevocation.

Many states have a    legal presumption    about #wills and #probates. If the person who died had a will, and the #lastwill can’t be found after death, you can’t #probatethewill UNLESS you overcome a legal presumption that he revoked the will.

In this case,

  • the daughter did not overcome that legal presumption about the #lastwill.
  • The #probateevidence fell short.
  • The will was NOT admitted to probate.

WHAT IS THE PRESUMPTION THAT THE WILL WAS REVOKED IF YOU CAN’T FIND IT ?

You need to prove, with evidence:

  1. There was a validly executed will
  2. last seen in the possession of the decedent
  3. or in a place where the decedent had ready access to it,
  4. the will cannot be found after searching for it.

If those facts exist, then many #probatecourts and #probatelitigators know that a presumption arises that the testator destroyed the will with the intent of revoking it.