Original will was between my mom & dad in the 1960's. I have taken care of her ever since my dad passed in the 1980's. She did not drive & would not have been able to live in their home in the country w/o me. 16 yrs ago she would entered a nursing home after a stroke if I was not there to take care of her. 5 yrs ago she needed 24/7 care. I was never paid for any thing I did. She had a new will made out naming me as only beneficiary and explaining why. My only sibling is contesting & according to ever attorney I spoke to, the new will is invalid because the other one was a contract.
Do I have a case? My mom could have received help from the state & I could have been paid as a care provider but my mom did not want to do that. She wanted me to be able to live in the home as long as I wanted to & the property to stay in the family.
Thank you
No I didn't sign the will. I thought I had a competent attorney. The attorney & his wife signed it. The attornies are saying that the first will is takes precedence.
Here is the wording "This being a Joint will, the same is *binding* on each of us and our successors, and the consideration for the making of this will is the promise and the execution of this will to the other. "
It also states the estate goes to the survivor -- I can't see anywhere where it states what the survivor should do with the property.
It does state what should be done in the event they both die at the same time
it states property should be divided between my brother & I equally if they both pass away at the same time.. It does not state anywhere what the survivor shoud do with the property when they pass
I found this link & I don't see any wording such as
"the survivor shall neither sell nor change the will as to this home farm." or anything like this - " After the death of the first of us to die, under no circumstances can the terms and conditions of the Last Will and Testament of either of us be changed in any respect by the survivor."
SEVENTH My husband, Royal Meyer [my wife, Norma Jean Meyer] and I have executed our Wills contemporaneously and in accordance with a common plan. The provisions of each will provide for reciprocal and other bequests that are made in fulfillment of this purpose. In consideration of such common plan we waive the right during our joint lives to alter or revoke this Will, in whole or in part, by Codicil or otherwise, without first giving notice in writing to the other. After the death of the first of us to die, under no circumstances can the terms and conditions of the Last Will and Testament of either of us be changed in any respect by the survivor.
Emphasis added.
The requisite intent is indicated in these two clauses of the couple’s wills, concerning how the residual property is to be disposed in the event that one predeceases the other. The terms of the wills require that the after the death of either of them, the residue of probate assets is to be devised and bequeathed to the surviving spouse, and upon the death of the surviving spouse, the residue of the surviving spouse’s estate is to be devised and bequeathed to their sons. Focusing specifically on the language contained in the provision of the wills entitled SEVENTH, this language has the effect of providing for the binding disposition of the surviving spouse’s residual property in a certain way, and therefore constitutes intent that the wills are to be construed as contractual. See Matter of Prehoda's Estate, 309 N.W.2d 516, (Iowa App.1981). Furthermore, the wills specifically state that the wills were executed contemporaneously and with a common plan. In consideration of the “common plan” they waived the rights to alter or revoke the wills once the other died.
http://itrl.idr.iowa.gov/mx/hm.asp?id=99700161
The joint will was made out in the 1960's . That was over 50 yrs ago but attorneys say that is the will which will be probated because it is a contractual will and the newer ones are invalid. Reason given - it was a joint and contractual will & they also mentioned IA's anti lapse statue which I looked up but I don't understand how that applies. Any help will be greatly appreciated. thank you
There are distinct signatory issues between the two. Wills are signed by whoever made them - husband, wife individually or collectively. They are notarized and witnessed, but those signatures don't make the witnesses or notaries party to a contract. They merely ATTEST to the fact that they've witnessed the testator/testatrix's (parties who made the will and expressed their intents for disposition of their assets) execution of the Will.
Contracts, on the other hand, identify in the first paragraph the individuals or entities who/which are entering into the contract, and each signs, individually if they're individual parties or by an authorized corporate officer if they're corporate entities. Contracts are also notarized and witnessed.
I really can't understand how a will can be a contract. UNLESS the explanation of why you're being made a beneficiary contains terms such as compensation for care. Did you sign the will in any capacity? Who drafted the second will? Is there a provision revoking any and all previous Wills?
Still, a will and a contract each serve different purposes. This just doesn't make any sense at all.