Will Amendments - Codicils Flashcards

1
Q

What is a codicil?

A

A codicil is a formal testamentary document that amends an existing will without replacing it. The will and codicil are read together.

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2
Q

What are the legal requirements for a valid codicil?

A

The testator must have testamentary capacity, knowledge and approval, and the codicil must comply with s.9 Wills Act 1837 (signed and witnessed).

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3
Q

What types of changes can a codicil make?

A
  • Add new provisions (e.g. a new legacy)
  • Edit existing clauses (e.g. change an amount)
  • Revoke existing provisions (e.g. remove a beneficiary)
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4
Q

Is there a legal limit on the number of codicils a person can make?

A

No, but it is advisable to limit them to avoid confusion.

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5
Q

What presumption applies if a codicil contains no express revocation?

A

The original will remains valid unless inconsistent with the codicil

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6
Q

Can affidavit evidence be used to resolve inconsistencies?

A

Yes—e.g., to clarify dates or the number of codicils.

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7
Q

What happens when a codicil is executed?

A

It republishes the will it refers to. The will takes effect as if executed on the date of the codicil.

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8
Q

What consequences can republication have?

A
  • Change who qualifies under class gifts (e.g. “youngest son at date of my will”)
  • Change what assets are included (e.g. an item replaced before codicil execution)
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9
Q

How can a codicil correct issues in the original will?

A
  • Re-executing the will through the codicil
  • Validating gifts voided under s.15 WA 1837
  • Confirming unattested manuscript amendments
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10
Q

How can a codicil overcome a void gift under s.15 Wills Act?

A
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11
Q

Can a codicil revive a previously revoked will?

A

Yes, but only if that was the testator’s intention and the will wasn’t revoked by destruction.

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12
Q

What happens if a codicil is later revoked?

A

The previously revoked parts of the will are not automatically revived.

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13
Q

Can a codicil validate an improperly executed will?

A

Yes. If a codicil refers to and is properly executed, it can give effect to the earlier invalid will.

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