Case Study 3 – The disadvantages of writing your own will.

Answers for Idaho Residents

The following answers are based upon Idaho law as of June 2005. The laws in other states may be different. Laws are subject to change, so please ask your attorney for answers to specific questions.

1. How old does Eddie have to be to sign a will?

Idaho answer: B. 18.

2. Eddie has disinherited his oldest child, Kate.

Idaho answer: False

In Idaho beneficiaries of the will can be witnesses. However, this may raise questions of undue influence.

3. Eddie has disinherited Kate's children.

Idaho answer: True

If Kate survives Eddie, her children will not receive a portion of the estate at Eddie’s death.

4. At Eddie's death, his distributable net estate (what is left after taxes, expenses, and creditors) will be divided under his will:

Idaho Answer: C.

In nine equal shares going to Kate, Rob, Pete, and Mark’s six children.

5. Assume that Eddie's neighbor, who witnessed the will, dies before Eddie. As a result, it is likely that Eddie's will be declared invalid after Eddie passes on.

Idaho answer: False

However, since the will was not “self proving” probate may be more complicated.

6. Eddie's will could be admitted to probate, in spite of his neighbor's death, if:

Idaho answer: D. (B and C)

B. It had been self-proved (witnesses signed a brief statement that was then notarized), and

C. The other witness, Kate, could provide an affidavit that she had witnessed the will.

7. If Eddie's will is not declared valid during the probate process, his distributable net estate will be divided according to state intestacy statutes:

Idaho answer: A.

In four equal shares, with Mark’s share going to his six children.

8. Assume that Kate, his oldest child, also dies before Eddie. If Eddie's will is not admitted to probate, his distributable net estate will be divided:

Idaho answer: A.

In four equal shares, with Mark’s share going to his six children and Kate’s share to her two children.

9. Eddie would have been better off without his do-it-yourself will.

Idaho answer: True

10. Eddie attends an estate planning course at his local Cooperative Extension Center, and he learns of the problems his do-it-yourself will may cause. He can revoke his will by:

Idaho answer: D. All of the above (A, B and C)

A. Signing a new will.

B. Destroying his will with the intent to revoke it.

C. Marking extensively through the will and writing corrections in the margin.

Return to Advance Directives Case Study 3.

View the Communicate Your Advance Directives for Health Care learning lesson.

Credits

Adapted for use in the Legally Secure Your Financial Future: Organize, Communicate, Prepare program.

Content Development by:
Beverly Healy, M.Ed., Professor and Ada County Extension Educator,
University of Idaho.

Reviewed for Idaho use by:
Robert Aldridge, attorney, Boise, Idaho (September 2004),
Robert Wreggelsworth, attorney, Boise, Idaho (June 2005).

This information is provided as a public service and is designed to acquaint you with certain legal issues and concerns. It is not intended to be a substitute for legal advice, nor does it tell you everything you may need to know about this subject. Future changes in the law cannot be predicted, and statements in these materials are based solely on the laws in force on the date of release noted on this page.

This document is for non-profit educational purposes only. This document may not be used by a profit-making company or organization. When used by a non-profit organization, appropriate credit must be given to the Cooperative Extension Legally Secure Your Financial Future: Organize, Communicate, Prepare education program. Materials for this program were developed by a team from six land-grant universities. The program is included in the program toolkit of the Cooperative Extension Financial Security in Later Life national initiative. For more information go to: http://www.csrees.usda.gov/fsll.