New York 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.

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

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FAQ

In order for a person to contest a Will in New York, he or she must have grounds ? that is, a reason based in the law that the Will is invalid and should not be admitted to probate. The most common grounds for challenging a Will are improper execution, lack of testamentary capacity, and undue influence.

Proving undue influence is complex, and the burden of proof is very high. You must prove that the person who benefited from the gift was in a confidential relationship with the decedent.

In the context of a will, undue influence is a situation in which someone manipulates or pressures the testator (the person making the will) into making decisions that they would not have made otherwise.

In California, generally the contestant (the person challenging the Will) bears the burden of proving that there was undue influence. However, the proponent of the Will has the burden of proof where he or she is a prohibited transferee under California Probate Code Section 21380.

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.

One of the main difficulties with undue influence, as with duress, is to find the limits of legitimate persuasion. If it were impermissible to seek to persuade, cajole or otherwise encourage people to enter into agreements, then sale representatives would all be out of a job.

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