Assessment of testamentary capacity and vulnerability to undue influence

American Journal of Psychiatry

Volumn 164, Issue 5, 2007, Pages 722-727

  Shulman, Kenneth I ^a   Cohen, Carole A ^b   Kirsh, Felice C ^b   Hull, Ian M ^b   Champine, Pamela R ^b  

^a SUNNYBROOK RESEARCH INSTITUTE   (Canada)

^b NONE

Author keywords

[No Author keywords available]

Indexed keywords

ALZHEIMER DISEASE; CLINICAL FEATURE; COGNITIVE DEFECT; DEMENTIA; HUMAN; MENTAL HEALTH; PRIORITY JOURNAL; PSYCHIATRIST; REVIEW;

EID: 34249279194     PISSN: 0002953X     EISSN: None     Source Type: Journal    
DOI: 10.1176/ajp.2007.164.5.722     Document Type: Review

References (26)

1. Araujo v Neto, 2001, BCSC 935, 40 ETR (2d) 169
2. Shulman KI, Cohen CA, Hull I: Psychiatric issues in retrospective challenges of testamentary capacity. Int J Ger Psychiatry 2005; 20:63-69
3. Burns v Marshall, 767 So 2d 347, 353 (Ala 2000)
4. Matter of Khazaneh, NYS 2d, 2006 WL 3872843 (NY Sur), NY Slip Op 26547
5. Banks v Goodfellow, 1870, LR5 QB 549
6. In re Honigman's Will, 168 NE 2d 676 (NY 1960)
7. American Law Institute: Restatement of the Law, Third: Property (Wills and Other Donative Transfers). Philadelphia: American Law Institute, 2003, section 8.1
8. Estate of Frisch, 5984 A 2d 1367, 1371 (NJ Super 1991)
9. Marson DC, McInturff B, Hawkins L, Bartolucci A, Harrell LE: Consistency of physician judgments of capacity to consent in mild Alzheimer's disease. J Am Geriatr Soc 1997; 45:453-457
10. Marson DC, Earnst KS, Jamil F, Bartolucci A, Harrell LE: Consistency of physicians' legal standard and personal judgment of competency in patients with Alzheimer disease. J Am Geriatr Soc 2000; 48:911-918
11. Grisso T: Evaluating Competencies: Forensic Assessments and Instruments. New York, Kluwer Academic Press/Plenum Publishers, 2003
12. Hull R, Hull I: Suspicious circumstances in relation to testamentary capacity and undue influence, in Estates: Planning, Administration, and Litigation. Law Society of Upper Canada, Special Lectures. Toronto, Carswell, 1996, pp 77-87
13. Appelbaum P, Roth L: Clinical issues in the assessment of competence. Am J Psychiatry 1981; 138:1462-1467
14. Atkinson TN, Handbook of the Law of Wills, 2nd ed. St Paul, Minn, West Publishing Company, 1953, pp 545-548
15. Frolik LA: The strange interplay of testamentary capacity and the doctrine of undue influence: are we protecting older testators or overriding individual preferences? Int J Law Psychiatry 2001; 24:253-266
16. Spar JE, Garb AS: Assessing competency to make a will. Am J Psychiatry 1992; 149:169-174
17. Champine P: Expertise and instinct in the assessment of testamentary capacity. Villanova Law Rev 2006; 51:25-94
18. Gorman WF: Testamentary capacity in Alzheimer's disease. Elder Law Journal 1996; 4:225-246
19. Shulman KI, Hull IM, Cohen CA: Testamentary capacity and suicide: an overview of legal and psychiatric issues. Int J Law Psychiatry 2003; 26:403-415
20. Ex Parte Helms, 873 So 2d 1139, 1147 (Ala 2003)
21. Royall DR, Lauterbach EC, Cummings JL, Reeve A, Rummans TA, Kaufer DI, LaFrance WC Jr, Coffey CE: Executive control function: a review of its promise and challenges for clinical research. J Neuropsychiatry Clin Neurosci 2002; 14:377-405
22. Shulman KI, Herrmann N, Brodaty H, Chiu H, Lawlor B, Ritchie K, Scanlan JM: IPA survey of brief cognitive screening instruments. Int Psychogeriatrics 2006; 18:281-294
23. Folstein MF, Folstein SE, McHugh PR: "Mini-Mental State": a practical method for grading the cognitive state of patients for the clinician. J Psychiatr Res 1975; 12:189-198
24. Landmark Trust v Goodhue, 782 A 2d 1219, 1226-27 (Vt 2001)
25. Shulman KI: Clock-drawing: is it the ideal cognitive screening test? Int J Ger Psychiatry 2000; 15:548-561
26. Peisah C: Reflections on changes in defining testamentary capacity. Int Psychogeriatrics 2005; 17:709-712