dr. gerry w. beyer governor preston e. smith regents ... of...texas tech university school of law 1...
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Dr. Gerry W. BeyerGovernor Preston E. Smith Regents Professor of Law
Texas Tech University School of Law1
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Elements of a valid will.
Impact of changes between will execution and death
Property
Persons
Will revocation
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1. Legal Capacity
2. Testamentary Capacity
3. Testamentary Intent
4. Formalities
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1. 18 years old or older.
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2. Is or has been lawfully married.
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3. Is a member of the armed forces at timeof will execution.
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1. Understand what doing
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2. Comprehend effect of what doing.
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3. Know general nature and extent ofproperty.
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4. Know natural objects of bounty.
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5. Achieve above four elementssimultaneously.
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Testator must intend the very instrument the testator executes to be the will.
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Attested (witnessed)
Holographic (handwritten)
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Written
Signed
Witnessed
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No requirement regarding what written on or with.
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Any symbol executed or adopted by the testator with present intent to authenticate the will.
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Number = at least two
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Legal Capacity
Above 14
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Attestation Capacity
Credible; qualified to testify in court
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4. Knowledge
Publication not required (witnesses do not needto know they are witnessing a will)
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1. Witnesses attest in presence of testator?
Required in Texas.
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2. Witnesses attest in each other’spresence?
Not required in Texas.
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3. Testator signs (or acknowledges a priorsignature) in presence of witnesses?
Not required in Texas.
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1. Effect on will
None – will remains valid.
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2. Effect on beneficiary’s gift
Void, unless an exception applies.
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3. Exceptions
a. If beneficiary is also an heir, beneficiaryreceives smaller of will and intestate share.
b. Will is otherwise established (e.g., anotherwitness).
c. Corroboration by disinterested and credibleperson.
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Substitutes for in-court testimony of witnesses when will probated.
Saves time, expense, and inconvenience when probating will.
Does not “strengthen” the will.
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1. Traditional –two-step with“double”signatures.
SPA is separatedocument.
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2. Modern (as ofSeptember 1,2011) – one-step with“single”signatures.
SPA is insidethe will.
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In about 50% of the states including Texas, wills that are in the testator’s own handwriting do NOT need to be witnessed.
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