NC · jury_instructions
N.C.P.I.—Civil 860.15
WILLS - ISSUE OF LACK OF TESTAMENTARY CAPACITY.
The (state number) issue reads:
"Did the deceased lack sufficient mental capacity to make and
execute a will at the time the propounder's exhibit (state number) was
executed?"
You will answer this issue only if you have answered the (state
number) issue(s) in favor of the propounder.
On this issue the burden of proof is on the caveator.1 This means
the caveator must prove, by the greater weight of the evidence, that the
deceased did not possess sufficient mental capacity to make and execute
a will at the time the propounder's exhibit (state number) was executed.2
A person has sufficient mental capacity to make and execute a will
if he understands that he is making a will, if he knows what property he
has, if he understands the effect the act of making a will would have on
his property, if he understands who would naturally be expected to
receive his property at his death, and if he knows to whom he intends to
give his property. A person's inability to understand any one of these
things at the time the writing is executed means that he lacks sufficient
mental capacity to make a will.3
However, the lack of sufficient mental capacity may not be
presumed from the mere fact a person
[is old]
[is feeble]
[is eccentric]4
[is intellectually weak]5
[is physically infirm]6
[makes what others might consider an unwise, unreasonable or
unjust decision concerning his property].7
In considering whether the deceased had sufficient mental capacity
to make a will at the time the propounder's exhibit (state number) was
executed, you may consider all facts and circumstances in evidence as to
whether he understood he was making a will, whether he knew what
property he had, whether he understood the effect the act of making a
will would have on his property, whether he understood who would
naturally be expected to receive his property at his death, and whether
he knew to whom he intended to give his property.
(NOTE WELL: Use only in cases where there is some
evidence tending to show that the deceased attempted
to commit suicide or committed suicide:
Lack of mental capacity to make a will may not be presumed from
the mere fact that the deceased [attempted suicide] [committed
suicide]. However, you may consider the deceased's [attempted suicide]
[suicide] together with all of the other evidence in the case in
determining whether the deceased had sufficient mental capacity to
make a will at the time the propounder's exhibit (state number) was
executed.8)
Finally, as to this issue on which the caveator has the burden of
proof, if you find by the greater weight of the evidence that the deceased
lacked sufficient mental capacity to make and execute a will at the time
the propounder's exhibit (state number) was executed, then it would be
your duty to answer this issue "Yes" in favor of the caveator.
If, on the other hand, you fail to so find, then it would be your duty
to answer this issue "No" in favor of the propounder.
History
N.C.P.I.—Civil 860.15 (April 2017). Prepared by the North Carolina Conference of Superior Court Judges' Committee on Pattern Jury Instructions, assisted by the UNC School of Government; published by the School of Government.
Provenance
- Source
- sog.unc.edu
- Retrieved
- 2026-09-24
- Edition
- 2026-09-24
- Content hash
b671a3ae9f81d2a5412d75b9a248173abd96ea2f7858b667fa274c61769216c3
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