🔑 In New York Probate, Does a Mistaken Family-Relationship Label in a Will Prove Lack of Testamentary Capacity?
Probate proceedings establish the validity of an instrument as the decedent’s last will and testament. Lack of testamentary capacity is one challenge to probate. But does a mistake in family-relationship nomenclature in the will prove that the testator lacked testamentary capacity when the testator signed the proffered instrument?
New York probate decisions distinguish between a testator’s lack of capacity and a testator’s imprecise use of family-relationship terminology. A mistaken label may create an identification issue, but it does not necessarily show that the testator failed to understand the objects of the testator’s bounty or the testamentary plan.
The distinction matters in probate contests. A will may use technically incorrect kinship language and still adequately identify the intended beneficiary.
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Hani Sarji
New York lawyer who cares about people, is fascinated by technology, and is writing his next book, Estate of Confusion: New York.
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