27.10.2014 Views

Undue Influence: Definitions and Applications - California Courts ...

Undue Influence: Definitions and Applications - California Courts ...

Undue Influence: Definitions and Applications - California Courts ...

SHOW MORE
SHOW LESS

You also want an ePaper? Increase the reach of your titles

YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.

intentions of testator). However, where there is a presumption of undue influence, 81 it is up to<br />

the proponent of the will to prove the absence of undue influence.<br />

IV. Conclusion<br />

Once undue influence has been found, some states hold that the entire will is invalid. 82<br />

The general rule, however, is that only the provisions that have been tainted by undue influence<br />

need to be thrown out. Other provisions of the will may be valid so long as they are<br />

interdependent from the invalid provisions <strong>and</strong> can be separated without defeating testator’s<br />

intent or distribution scheme.<br />

Likewise, the general rule will not be appropriate where it would cause unfairness to<br />

testator’s heirs. In Re Estate of Robinson, the Supreme Court of Kansas held that it was an error<br />

for the trial court to deny the entire will for probate upon finding that certain provisions were a<br />

result of undue influence by the testator’s wife.<br />

83 Instead, the trial court should have admitted<br />

the will for probate <strong>and</strong> stricken the provision procured by the wife. 84<br />

As for Arthur <strong>and</strong> Irene, by applying the four-factors model we achieve the consistent<br />

result striven for by this paper. Under element (1) of the four factors, both Arthur <strong>and</strong> Irene were<br />

susceptible to undue influence, Arthur because of his physical condition of being on his death<br />

bed, <strong>and</strong> Irene because of her mental condition which led to her suicide. In both cases, the<br />

beneficiaries had the opportunity to influence the decedents. Both beneficiaries were spouses of<br />

the decedents, giving them ample opportunity to exert influence.<br />

81 There is a presumption of undue influence when [there is] a relationship between the testator <strong>and</strong> the beneficiary;<br />

the beneficiary actively participated in procuring or executing the testamentary document; <strong>and</strong> the beneficiary<br />

unduly benefited from the testamentary document.<br />

82 36 Am. Jur. Proof of Facts 2d 109, at 27.<br />

83 Re Estate of Robinson (1982) 644 P2d 420.<br />

84 Id.<br />

68

Hooray! Your file is uploaded and ready to be published.

Saved successfully!

Ooh no, something went wrong!