Massachusetts Petition Contesting Probate of Will on the Grounds of Mental Incompetence and Undue Influence

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In most jurisdictions, the statutes which prescribe the proceedings for probate and contest of wills permit a person in interest to file a petition to contest the probate of a will after the will has been admitted to probate. This form is for illustrative purposes only. Local laws should be consulted to determine any specific requirements for such an Petition in a particular jurisdiction.

Title: Massachusetts Petition Contesting Probate of Will on the Grounds of Mental Incompetence and Undue Influence Keywords: Massachusetts probate, petition contesting probate, will dispute, mental incompetence, undue influence Introduction: A Massachusetts Petition Contesting Probate of Will on the Grounds of Mental Incompetence and Undue Influence serves as a legal recourse for individuals who believe that a last will and testament should not be admitted to probate due to concerns regarding the testator's mental capacity or the presence of undue influence. This detailed description explores the different types of petitions that can be filed in Massachusetts under these grounds and provides valuable information about the legal process involved. 1. Understanding the Petition Contesting Probate of Will: When a person passes away, their will usually is presented to the probate court for validation and execution. However, concerned parties can file a petition in Massachusetts to contest the probate of a will if they suspect that the will is invalid due to mental incompetence or undue influence. This legal action aims to prevent the distribution of assets and properties under questionable circumstances. 2. Petitioning on the Grounds of Mental Incompetence: a) Lack of Testamentary Capacity: This type of petition challenges the validity of a will by arguing that the testator did not possess the mental capacity to fully comprehend and understand the implications of their actions when executing the will. Various factors, such as advanced age, cognitive impairments, or psychiatric conditions, can support this claim. b) Insane Delusion: This ground asserts that the testator held irrational and unfounded beliefs, resulting in the creation of a will that deviates significantly from what a person of sound mind would typically draft. 3. Petitioning on the Grounds of Undue Influence: Undue influence involves pressure, manipulation, or coercion exerted upon the testator by another party, leading to the creation of a will that benefits the influencer disproportionately. The following types of petitions can be filed concerning undue influence: a) Caretaker Manipulation: This petition focuses on citing evidence that a caregiver, entrusted with the testator's well-being, intentionally influenced and controlled the testator's decision-making processes to alter the contents of the will. b) Family Member Exploitation: This ground alleges that a family member or close associate, usually with a position of power or authority, exerted undue influence over the testator, resulting in an unequal or unfair distribution of assets. c) Fraudulent Actions: This type of petition contends that fraudulent behavior, such as deceit, misrepresentation, or identity theft, was employed by an individual to manipulate the testator into executing a will that did not reflect their true intentions. Conclusion: Filing a Massachusetts Petition Contesting Probate of Will on the Grounds of Mental Incompetence and Undue Influence can be a complex legal process. It requires gathering substantial evidence and presenting a convincing argument to convince the court to invalidate the will. Understanding the different types of petitions available under these grounds is crucial for those seeking justice and fair distribution of the deceased's assets. Seeking legal counsel experienced in probate litigation is highly recommended navigating through this intricate process.

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FAQ

A will or trust can be declared invalid if undue influence was used on the deceased to obtain assets that would otherwise have gone to others.

To prove a loved one was subject to undue influence in drafting an estate plan, you have to show that the loved one disposed of his or her property in a way that was unexpected under the circumstances, that he or she is susceptible to undue influence (because of illness, age, frailty, or a special relationship with the ...

We're often asked, ?How can you prove undue influence?? Well, the evidence must support the elements of proving undue influence, which were stated above: Vulnerability of the victim. The influencer's apparent authority. The actions or tactics used by the influencer.

If a person challenges a will for undue influence and proves that the will was not the testator's true intent, then the court will usually determine that the will is not valid. If an earlier will is valid, the court might use that to distribute the property. In that case, the earlier will is ?revived.?

Undue influence is a serious challenge to raise against a will or trust. If successful, the document may be invalidated. For that reason, when proving undue influence, extraordinary evidence must be presented, which means having an excellent probate litigation attorney by your side.

To prove undue influence, demonstrate these four elements: 1) The victim's vulnerability, 2) The wrongdoer's apparent authority, 3) The specific tactics and actions exerting influence, and 4) Evidence of the resultant change in the victim's decisions due to the influence.

The use of undue influence by one party over another puts the free will of one of the parties entering the contract into question, and therefore leads to the contract being unenforceable and voidable by the victim party.

An optional no contest clause, also known as an in terrorem, penalty, or forfeiture clause, which may be included in a Massachusetts will or trust instrument. The purpose of including this provision is to disinherit a contesting beneficiary.

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To challenge a will on the basis of undue influence, a “formal” probate petition needs to be filed (this is typically filed by the attorney for the person ... May 27, 2022 — This post will take you through the basics of contesting a will based on incapacity or undue influence. I. Who Can Challenge a Will. A ...To challenge the will, you need to file a petition in the state probate court where the will is being probated. Each state has its own forms, so you can check ... (a) admit the decedent's will to formal probate and determine both the heirs at law and the devisees;. (b) determine that the decedent died without a will and ... Apr 21, 2020 — A contestant of a will or trust would have the burden of proving undue influence, and generally the law requires that proof of undue influence ... Jun 1, 2022 — Your attorney will typically draft and file the will contest shortly after the nominated executor files a petition for probate. The contest ... Dec 5, 2022 — The contest has to be filed within the 120-day time limit to contest a will. As previously mentioned, it is ideal to file a formal objection to ... by MJ Quinn · 2010 · Cited by 15 — establish if undue influence has occurred in conservatorship petitions or will contests. ... contests, contestants allege both lack of mental capacity and undue. Check signatures and assess if there was fraud or undue influence. Consider the Testator's mental capacity at the time of signing. Research: Review the laws in ... Nov 2, 2021 — To challenge the validity of a codicil, you will need to file a “codicil contest” lawsuit in probate court in the county where the deceased ...

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Massachusetts Petition Contesting Probate of Will on the Grounds of Mental Incompetence and Undue Influence