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1. George had three adult children, Mark, June, and Sally, who
all pre-deceased him. Mark had 1 child, Alice. June had three
kids, Anna, Ben, and Troy. Sally, had 4 children, Alex, Marcy,
Amy, and Mary. George is drafting his will and is trying to
decide if he wants to leave his estate to his issue "per stirpes"
or "per capita." Analyze what share each of the grandchildren
would get under a per stirpes distribution and under a per capita
distribution. Under which distribution would all the
grandchildren receive equal shares?
2. List and briefly explain the requirements for a valid will,
including requirements relating to the testator himself, and the
legal requirements for execution of the will.
3. Jacob died unexpectedly in an auto accident. He is survived
by two adult daughters, Amber and Sue. He left a valid Will
which stated that his estate shall be split equally between his
two daughters. His assets when he died were:
a. House owned in his sole name;
b. Life insurance policy with his daughters named as equal
beneficiaries.
c. Lake house, worth $150,000, owned jointly, with rights of
survivorship, with his daughter Amber.
d. Bank account in his sole name
e. Retirement benefits, worth $400,000, with his daughter Sue
named as beneficiary.
Please answer the following questions regarding how Jacob's
estate will pass and to whom:
(1) Which of Jacob's assets will be controlled by his Will
and go through the probate process. Explain your answer.
(2) Which assets will not be subject to his Will and will not
go through probate? How and to whom will the asset pass?
Explain your answer.
(3) After all Jacob's assets are transferred, have Amber and
Sue received equal shares of all his assets? Why or why not?
1.  George had three adult children, Mark, June, and Sally, who all .docx

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  • 1. 1. George had three adult children, Mark, June, and Sally, who all pre-deceased him. Mark had 1 child, Alice. June had three kids, Anna, Ben, and Troy. Sally, had 4 children, Alex, Marcy, Amy, and Mary. George is drafting his will and is trying to decide if he wants to leave his estate to his issue "per stirpes" or "per capita." Analyze what share each of the grandchildren would get under a per stirpes distribution and under a per capita distribution. Under which distribution would all the grandchildren receive equal shares? 2. List and briefly explain the requirements for a valid will, including requirements relating to the testator himself, and the legal requirements for execution of the will. 3. Jacob died unexpectedly in an auto accident. He is survived by two adult daughters, Amber and Sue. He left a valid Will which stated that his estate shall be split equally between his two daughters. His assets when he died were: a. House owned in his sole name; b. Life insurance policy with his daughters named as equal beneficiaries. c. Lake house, worth $150,000, owned jointly, with rights of survivorship, with his daughter Amber. d. Bank account in his sole name e. Retirement benefits, worth $400,000, with his daughter Sue named as beneficiary. Please answer the following questions regarding how Jacob's estate will pass and to whom: (1) Which of Jacob's assets will be controlled by his Will and go through the probate process. Explain your answer. (2) Which assets will not be subject to his Will and will not go through probate? How and to whom will the asset pass? Explain your answer. (3) After all Jacob's assets are transferred, have Amber and Sue received equal shares of all his assets? Why or why not?