An application concerning the validity of a will executed by the deceased on May 13, 2022.
The applicant, as estate trustee under a prior will, challenges the validity of the 2022 will on grounds of lack of testamentary capacity and undue influence.
The respondent propounds the 2022 will.
The court found suspicious circumstances sufficient to displace the presumption of validity, including prior findings of undue influence in a related powers of attorney proceeding, significant changes to the will's dispositive provisions, and evidence of cognitive impairment.
However, new evidence presented by the respondent and the deceased's daughter, which had not been tested through cross-examination, created conflicts requiring resolution at trial.
The court directed the matter to proceed to trial.