Technical Errors in WV Wills: Protect Your Estate from Mistakes
A will is an important legal document that communicates your wishes about the distribution of your property after your death. In West Virginia as in most states, a will must comply with the standards set out by statute in order to be valid and enforceable. Unintentional, technical errors in WV wills can cast doubt on your intentions or even invalidate your will altogether. For that reason, it's essential to ensure that your will and other estate planning documents are well prepared and free of mistakes.
The Potential Cost of Technical Errors in WV Wills
Technical errors in wills can add to the heartache a family suffers from the death of a loved one. These errors can complicate or even prevent the personal representative from carrying out the wishes expressed in the will. Knowing the potential for mistakes in WV wills will help you assess whether your legal documentation meets the statutory requirements.
Knowing what errors can invalidate a will can help you guard against mistakes that could impact the personal representative's ability to carry out the terms of the will.
How Technical Errors in WV Wills Can Delay Probate
When a person has died leaving a will, the personal representative appointed in the will is responsible for carrying out the instructions in it. Someone claiming an interest in the decedent's estate or property may challenge the validity of the will on the ground that the document does not meet all of the technical requirements set out by law.
In this challenge, called a will contest, the court must determine whether the will meets all of the statutory requirements to be valid and enforceable.
What Errors Can Invalidate a Will?
West Virginia law sets out certain minimum requirements that a will must satisfy in order to be valid. In West Virginia, all wills must be in writing and signed. West Virginia Code § 41-1-3 sets out the requirements for signatures on wills:
- The will must be signed by the testator or by another person at the testator's request and in the testator's presence.
- Two competent witnesses must be present when the testator signs the will.
- The two witnesses must affirm the legitimacy of the will by signing the document in the presence of the testator and of one another.
The failure to sign a will in WV in accordance with the statute and improper handling of witness signatures are grounds for nullification of wills.
Examples of the Failure to Sign a Will in WV
The West Virginia Supreme Court of Appeals discussed the impact of the failure to sign a will in Brown v. Fluharty. There, Bright McCausland created a will in 2009, naming Robert D. Fluharty as executor and providing Fluharty "absolute discretion" in the distribution of McCausland's property upon his death. Six months later, while in failing health and confined to a nursing home, McCausland reportedly dictated a new will to his nephew, Douglas Brown.
McCausland died on April 22, 2010. The following month, Fluharty probated the first will in Mason County, where McCausland had made the 2009 will. On July 14, 2011, Brown filed a civil action to revoke the 2009 will and probate the will McCausland had dictated to him in 2010.
Fluharty and others named in the suit countered that the dictated will was not valid because it did not contain McCausland's signature, initials, or handwriting or any evidence that someone signed the will on his behalf. The trial court agreed, finding that the second will was not valid.
The Supreme Court of Appeals of West Virginia affirmed, holding that the decedent's failure to sign the will in WV rendered the 2010 dictated will invalid.
The court observed that McCausland had had many options for validating the dictated will by signing it. He could have signed the dictated will using his full name, an abbreviation, his initials, or his first name. Or another person could have steadied his hand and assisted in the signing of the document or even signed the will on McCausland's behalf as long as that occurred at his request and in his presence.
Because McCausland could have done any of the above but did not, the court found that the 2010 dictated will was just a typewritten document that did not communicate testamentary intent.
Witness Signatures as Technical Errors in WV Wills
The court also discussed the need for witness signatures on a will in Brown v. Fluharty. Although the issue of witness signatures was not before the court because McCausland had failed to sign the dictated will, the court also observed that the dictated document also did not meet statutory requirements for the signatures of witnesses.
No evidence showed that the witnesses had signed the document in the presence of one another and of McCausland as required by West Virginia Code § 41-1-3. Indeed, the two individuals who signed the document could not have witnessed McCausland signing the document because he had not signed it.
The West Virginia appellate court also discussed the witness signature requirements in 2005 in Ware v. Howell. There, a witness signed a will under an attestation clause that stated she had signed in the presence of the testator. After the testator died and parties challenged the will, the witness testified that she had not signed in front of the testator. After hearing evidence in the will contest, a jury found that the will did not meet the statutory requirements regarding witness signatures.
These cases illustrate how the failure to meet the simple witness signature requirements can cause a will to become invalid and unenforceable.
Avoiding Technical Errors in WV Wills
In addition to the technical errors in WV wills discussed here, other mistakes in WV wills can also give rise to will contests and frustrate a testator's intent. An improperly created amendment to or revocation of a will, an inaccurate transcription of the testator's wishes, or language in a will that make the testator's intent unclear can also be the basis of a will contest.
An attorney with experience in wills, trusts, and estates can help you draft and execute a will that truly reflects your final desires and meets the statutory requirements for a valid and enforceable last will and testament. Anna M. Price of Jenkins Fenstermaker, PLLC is an experienced wills, trusts, and estate planning attorney who can help ensure that technical errors in WV wills don't nullify your final wishes or those of a loved one. For a free consultation, contact Anna using her online form or call her at (304) 523-2100 or toll-free at (866) 617-4736.