Testamentary capacity
Testamentary capacity
The relevant legal principles are well established and are derived from Banks v. Goodfellow (1870) LR 5QB 549. The testator must be able to:
understand the nature of her act, i.e. making a will, and its effects;
understand the extent of the property of which she is disposing;
comprehend and appreciate the claims to which she ought to give effect.
She must not be subject to any disorder of mind as shall “poison [her] affections, pervert [her] sense of right, or prevent the exercise of [her] natural faculties”.
As to the burden of proof:
The burden is on the person seeking to establish the will (‘the propounder’) to establish capacity;
Where a will is duly executed and appears rational on its face, then the court will presume capacity;
An evidential burden then lies on the objector to raise a real doubt as to capacity;
Once a real doubt arises there is a positive burden on the propounder to establish capacity.
See Key v Key citing Ledger v Wootton [2007] EWHC 2599 (Ch), [2008] W.T.L.R. 235 at [5].
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