4. Formalities Holographic Wills EC §

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Presentation transcript:

4. Formalities Holographic Wills EC § 251.052

Ramification In about 50% of the states including Texas, removes the attestation requirement. Some states add requirements before witnessing excused such as: Dated Found among valuable papers Policy – less chance for fraud

Requirements 1. In writing Same as for attested wills, except for handwriting requirement.

Requirements 2. Signed Same as for attested wills, except for handwriting requirement.

Requirements 3. “Wholly” in Testator’s Handwriting 3 approaches

Requirements 3. “Wholly” in Testator’s Handwriting 3 approaches a. Intent

Requirements 3. “Wholly” in Testator’s Handwriting 3 approaches b. Surplusage

Requirements 3. “Wholly” in Testator’s Handwriting 3 approaches c. Material Provision

Which approach does Texas follow? Intent Surplusage Material Provision I did not read the case so I don’t know.

Requirements 3. “Wholly” in Testator’s Handwriting Texas Maul v. Williams – p. 115 Adopts surplusage approach.

Holographic will issues 1. May a holographic will be self-proved? Yes No I don’t know because I did not read the statute.

Holographic will issues 2. What if a handwritten will also has two witnesses? The will is invalid. Proponent must prove as attested will. Proponent must prove as holographic will. Proponent has choice to prove as attested or holographic will.

Holographic will issues 3. What if testator does not sign at end? Lawson v. Dawson’s Estate – p. 117 Ajudani v. Walker – p. 118

Holographic will issues 4. When are/should holographic wills used? a. _______________________________ b. _______________________________ c. _______________________________