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Published byCory Carpenter Modified over 9 years ago
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Single document containing wills of two or more persons.
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Separate wills with parallel dispositive plans. “Sweetheart wills” ▪ “I leave all to wife. If wife is dead, I leave all to children.” ▪ “I leave all to husband. If husband is dead, I leave all to children.”
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Will executed (or not revoked) pursuant to a valid contract. EC § 254.004
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Establishing if will written before 9/1/79: Extrinsic evidence allowed. Caused considerable litigation.
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Establishing if will written on or after 9/1/79: 1. Express provision in will stating: ▪ A contract exists, and ▪ The material terms of that contract.
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Establishing if will written on or after 9/1/79: 2. Provisions of a written agreement that is binding or enforceable. ▪ e.g., a marital agreement
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Remedy for breach Constructive trust imposed on person who received property in favor of person who should have received property.
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To what property does contract attach Murphy v. Slaton – p. 321 If contract silent, only to property owned at time first person dies.
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Revocability of Contract While both alive – generally revocable upon notice unless contract provides otherwise. After one dies – generally irrevocable. Note – will remains revocable even though revocation breaches contract.
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Advice Avoid. Other techniques (e.g., trust) work better.
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