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Case Citations [1] (July 2021 - April 2022)

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            PROPERTY 3D: WILLS AND OTHER

                       DONATIVE TRANSFERS




Generally

Iowa App.2020.  Cit. generally in case cit. in disc. Mother sued son and daughter-in-law, alleging that
she was entitled to the return of monies conveyed through gift letters for the purpose of helping
defendants acquire a home, because defendants violated the parties' oral promise that plaintiff would
have partial ownership over the property and would live in it. The trial court entered judgment for
plaintiff. This court affirmed, holding, inter alia, that extrinsic evidence supported a finding that
plaintiff's payments were revocable gifts subject to a condition. The court noted that, under these
circumstances, it was appropriate to look to Restatement Third of Property: Wills and Other Donative
Transfers § 10.2 to determine whether extrinsic evidence could be examined, because Iowa relied on the
Restatement to resolve issues in gift law. Myers v. Myers, 955 N.W.2d 223, 232.



              DIVISION   I. PROBATE TRANSFERS (WILLS AND INTESTACY)

                            CHAPTER 3. EXECUTION OF WILLS

                            PART  A. EXECUTION FORMALITIES

§ 3.1 Attested Wills

La.2021. Com. (q) quot. in case quot. in sup. After son and daughter of deceased testator petitioned to
probate testator's notarized will, brother of petitioners intervened, alleging that the will should be
declared null and void, because the testamentary clause of the will failed to state that testator signed
each separate page and the end of the will in compliance with state probate statutes. The trial court
invalidated the will and appointed brother as provisional administrator. The court of appeals reversed in
part. On review, this court affirmed, holding that testator substantially complied with formalities by
signing the end of the will and on each page before a notary and witnesses, such that he was protected
from risk of fraud. Citing Restatement Third of Property: Wills and Other Donative Transfers § 3.1,
Comment   q, the court observed that attestation clauses were not a requirement for valid and enforceable
wills but instead raised a rebuttable presumption of the truth of the recitals. Succession of Liner, 320
So.3d 1133, 1139.



                           CHAPTER 4. REVOCATION OF WILLS

§ 4.1 Revocation of Wills


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          For earlier citations, see the Appendices, Supplements, or Pocket Parts, if any, that correspond to the subject matter under examination.

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