Legal Question in Elder Law in New York

Mental Competency

My grandmother (84 yr old) has become extremely forgetful. She does recognize family - but would not remember seeing you an hour earlier - if you were to leave and return. She also repeats the same questions over and over in the same conversation. She and her second husband completed a will in 2000 giving my husband and I the house (deed was changed) and its contents in entirety. My grandmother was the one who purchased the house and was living in it - BEFORE she met and married her second husband. Now his two long lost daughters want the will changed - with them included. They have had minimal involvement with him for the past 15 years (allegedly because they didn't like grandma). I'm not sure if mental incompetency should be pursued - so we may fight to protect grandma best interests or should we pursue power of attorney. Please advise.


Asked on 4/21/09, 6:11 pm

2 Answers from Attorneys

Richard Bryan Richard Bryan Attorney PC

Re: Mental Competency

You are confusing me because I don't know whose Will you are talking about being changed, and you already said a deed was recorded transferring the house to you and your husband. Only a person who has made a Will can change it. You cannot change the Will, whichever one you're talking about, nor can your step-sisters.

Good luck.

Rick Bryan

New York, NY

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Answered on 4/21/09, 6:38 pm
Lori Somekh Somekh & Associates

Re: Mental Competency

When you say the deed was changed - if it was deeded to you and your husband, then it is no longer able to be included in grandma's estate. If you mean it was deeded to her and her husband, you may have an issue. Doing or redoing a will requires a rather low level of capacity. If she knows who the natural objects of her bounty are and the nature of the document she is signing (that it is a will) and that she is disposing of her property, she likely has testamentary capacity. That being said, there may be some undue influence going on. If you feel there is the potential for exploitation, you may wish to consider guardianship. She may or may not have the higher level of capacity needed to do a power of attorney. An experienced attorney would need to make that call. However, even if she does, that may not be the best bet, because she can just as easily be influenced to revoke it.

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Answered on 4/21/09, 10:02 pm


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