Establishing Entitlement Flashcards

1
Q

What is the special rule relating to adopted children?

A

Treated as children of the adoptive parents not the birth parents

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2
Q

What is the effect if a gift fails?

A

The subject matter falls into the residuary estate and will be taken by the residuary beneficary

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3
Q

What happens when the identity of the gift is not possible to ascertain from the wording of the will?

A

The gift fails for uncertainty

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4
Q

What is the effect when a beneficiary or their spouse witnesses the will?

A

The gift to the beneficiary fails - (but the will has been validly executed)

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5
Q

What is the effect of divorce or dissolution when establishing entitlement?

A

If divorce happens after the will has been executed the gift passes as if they had died on the day they got divorced

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6
Q

What is ademption?

A

A specific gift will fail if the testator no longer owns that property at death - i.e, the property has been sold, given away or destroyed during the T’s lifetime

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7
Q

How can T add or change a will in a minor way?

A

By executing a codicil - this is a supplement to a will which must be executed in the same way as a will to be valid

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8
Q

What is the effect if a gift lapse?

A

A gift fails or ‘lapses’ if the beneficiary dies before the T.

The property then passes under intestacy tules

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9
Q

What is the effect of survivorship clauses and lapses?

A

When a beneficiary and T dies within a short time between each other -

The B must have served T for a specific period of time (28 days) to receive the property

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10
Q

What is a disclaimer?

A

A beneficiary cannot be forced to accept a gift - they can disclaim the gift which then falls into residue or passes on intestacy

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11
Q

What is forfeiture?

A

A person cannot benefit from the estate of a person they have unlawfully killed

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