Information about Testamentary Capacity

The Law of Wills, Trusts and Inheritance
Part of the common law series
Wills
Wills  · Holographic will
Joint wills and mutual wills  · Will contract
Codicils
Parts of a Will
Attestation clause  · Residuary clause
Incorporation by reference
Contesting a Will
Testamentary capacity  · Undue influence
Insane delusion  · Fraud
Problems of property disposition
Lapse and anti-lapse
Ademption  · Abatement
Acts of independent significance
Elective share  · Pretermitted heir
Trusts
The Law of Trusts
Generic Terms:
Express trust  · Constructive trust
Resulting trust
Common Types of Trust:
Bare trust  · Discretionary trust
Accumulation and Maintenance trust
Interest in Possession trust
Charitable trust  · Purpose trust
Incentive trust
Other Specific Types of Trust:
Protective trust  · Spendthrift trust
Life insurance trust  · Remainder trust
Life interest trust  · Reversionary interest trust
Honorary trust  · Asset-protection trust
Special needs trust: (general)/(U.S.)
Doctrines governing trusts
Pour-over will  · Cy-prs doctrine
Other related topics
Living Wills (advance directives)
Inheritance
Intestacy  · Testator  · Probate
Power of appointment
Simultaneous death  · Slayer rule
Disclaimer of interest
Other areas of the Common Law
Contract law  · Tort law  · Property law
Criminal law  · Evidence

In the common law tradition, testamentary capacity is the legal term of art used to describe a person's legal and mental ability to make a valid will.

Presumption of capacity

Adults are presumed to have the ability to make a will. Litigation about testamentary capacity typically revolves around charges that the testator, by virtue of senility, dementia, insanity, or some similar unsoundness of mind, lacked the mental capacity to make a will. In essence, the doctrine requires those who would challenge a validly executed will to demonstrate that the testator did not know what he was doing when he executed the will.

Certain people, such as minors, are conclusively deemed incapable of making a will by the common law; however, minors who serve in the military are conceded the right to make a will by statute in many jurisdictions.

Requirements

The requirements for testamentary capacity are minimal. Some courts have held that a person who lacked the capacity to make a contract can nevertheless make a valid will. While the wording of statutes or judicial rulings will vary from one jurisdiction to another, the test generally requires that the testator was aware of:

1. the extent and value of his or her property;
2. the persons who are the natural objects of his or her bounty;
3. the disposition he or she is making; and
4. how these elements relate to form an orderly plan of distribution of his or her property.^[1]

The legal test also implies who the typical litigant in a will contest will be: disgruntled heirs who believe they should have received a larger share of the estate than what they received under the will. Those who would bring such a challenge to a validly executed will bear the burden of proof that the testator lacked this ability.

Proof of testamentary capacity

Those who would challenge a will for lack of testamentary capacity must typically show that the decedent suffered from some sort of mental unsoundness that left them unable to remember family members or caused them to hold insane delusions about them. Dead man's statutes sometimes restrict evidence which can be admitted concerning transactions with the decedent.

Lawyers for people whose testamentary capacity might be called into question often arrange for a will execution to be video taped. On video, they will ask the testator about his property and about his family, and go over the contents of the testator's will, to create a record that the testator met the qualifications.

Even when testators are found to generally lack testamentary capacity due to senility, infirmity or insanity, courts will sometimes find that the testator had a "temporary period of lucidity." This finding will validate a will that would otherwise be denied probate due to lack of testamentary capacity.

References

• Addington v. Wilson, 5 Blackf. (Ind.) 137, 61 Am.Dec. 81 (Sup. Ct. Ind. 1854)
• Allman v. Malsbury, 224 Ind. 177, 65 N.E.2d 106 (Sup. Ct. Ind. 1946)
• Hays v. Harmon, 809 N.E.2d 460 (Ind. Ct. App., 2004)