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Louisiana Notary Exam Prep: Succession & Estate Law, Exams of Law

A comprehensive overview of key terms and concepts related to louisiana notary law, specifically focusing on estate and succession matters. It includes definitions of terms such as 'administrator,' 'ascendant,' 'bequest,' and 'codicil,' offering a foundational understanding of legal terminology. Additionally, the document presents a series of questions and answers that test knowledge of louisiana notary practices, covering topics like will execution, forced heirship, and succession types. This material is valuable for students and professionals seeking to deepen their understanding of louisiana's unique legal framework concerning wills and estates, providing both definitions and practical application through its q&a section. The document serves as a study aid, offering clear explanations and test questions to reinforce learning.

Typology: Exams

2024/2025

Available from 05/15/2025

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Louisiana Notary -Homework Chapter 24
Questions & Answers 100% Accurate
Administrator - ANSWER-a person appointed by the court as the succession
representative to manage the assets and liabilities of an intestate decedent; an executor
Ascendant - ANSWER-One who precede in lineage; an ancestor
Bequest - ANSWER-a disposition of property made by a testator
Codicil - ANSWER-a common law term. An amendment, modification, supplement or
addition to a will that must be in the form of a testament
Collateral - ANSWER-any relation not directly in the line of ascent or descent
Collation - ANSWER-the supposed or real return to the mass of succession property
given to forced heirs by donation inter vivos in order to divide the property with the other
effects of the succession.
Decedent - ANSWER-a person who has died
Descendent - ANSWER-all offspring of a person in direct line
Disinherison - ANSWER-a means of depriving a forced heir of his inheritance duets
some act upon his part which the law deems sufficient cause
Disposable portion - ANSWER-The portion of a testator's property which he can will to
anyone he chooses.
Estate - ANSWER-the property, rights and obligations that a person leaves after his
death and includes also all that has accrued thereto since death
Executor - ANSWER-a succesion representation designed in a will to administer an
estate
Executrix - ANSWER-a female executor
Fillation - ANSWER-the condition or fact of being the child of a particular parent
Forced heir - ANSWER-descendants of the first degree who at the time of death of the
decedent are 23 years of ago under, or of any age who because of mental incapacity or
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Louisiana Notary - Homework Chapter 24

Questions & Answers 100% Accurate

Administrator - ANSWER-a person appointed by the court as the succession representative to manage the assets and liabilities of an intestate decedent; an executor Ascendant - ANSWER-One who precede in lineage; an ancestor Bequest - ANSWER-a disposition of property made by a testator Codicil - ANSWER-a common law term. An amendment, modification, supplement or addition to a will that must be in the form of a testament Collateral - ANSWER-any relation not directly in the line of ascent or descent Collation - ANSWER-the supposed or real return to the mass of succession property given to forced heirs by donation inter vivos in order to divide the property with the other effects of the succession. Decedent - ANSWER-a person who has died Descendent - ANSWER-all offspring of a person in direct line Disinherison - ANSWER-a means of depriving a forced heir of his inheritance duets some act upon his part which the law deems sufficient cause Disposable portion - ANSWER-The portion of a testator's property which he can will to anyone he chooses. Estate - ANSWER-the property, rights and obligations that a person leaves after his death and includes also all that has accrued thereto since death Executor - ANSWER-a succesion representation designed in a will to administer an estate Executrix - ANSWER-a female executor Fillation - ANSWER-the condition or fact of being the child of a particular parent Forced heir - ANSWER-descendants of the first degree who at the time of death of the decedent are 23 years of ago under, or of any age who because of mental incapacity or

physical infirmity is permanently incapable of taking care of his person or to administer the estate at the time of the parent's death Forced portion - ANSWER-that portion of a decedent's estate that the law reserves to him by right, called the legitime, unless the decedent has just cause to disinherit him Heir - ANSWER-intestate successor Illegitimate children - ANSWER-those who are conceived and born outside of marriage Intestate - ANSWER-one who has died without a will Legatee - ANSWER-One who is named in a will to take personal property; one who has received a legacy or bequest; a successor of a testate succession. Marital portion - ANSWER-that portion of a deceased's estate which the surviving spouse is entitled to claim when the deceases spouse dies rich in comparison with the surviving spouse. The a portion is one-fourth of the succession in ownership if he deceased died without children, the same fraction in usufruct for life is three or fewer children survive the deceased and a child's share in usufruct for life if three or fewer children survive the deceased and a child's share in usufruct if more than three children survive him; but the amount cannot exceed one million dollars Olographic will - ANSWER-testament entirely written, dated and signed by the testator Patrimony - ANSWER-the whole of one's estate Representation - ANSWER-when the descendants of a deceased successor take the place of a deceased heir Seizin - ANSWER-the right to legal possession of the property of the deceased prior to placing in possession of heirs of the ownership of the deceased's property Siblings - ANSWER-brothers and sisters Succession - ANSWER-the transmission of the estate of a deceased person to his successors Testament - ANSWER-Will; donation mortis causa Testator - ANSWER-the person who makes a will Testatrix - ANSWER-a female testator Tutor - ANSWER-the legal guardian of a minor after the termination of parental authority by divorce or death

c. testament d. A & B only - ANSWER-D. A & B only Mr. Smith has come to your office to execute his last will and testament that you prepared under his direction. He brought his daughter, son, son in law, granddaughter and sister, all who are over the age of sixteen. He left his separate property to his sister and the remainder of his estate to his son and daughter. Should any of these legatees predecease him, that legatee's portion is bequeath to his granddaughter. Who can be a witness to his testament to insure the legacies remain as written? a. Any of these people and the notary b.Any of these people c. His granddaughter and son in law d. None of the above - ANSWER-D. None of the above Before executing the above referenced testament, Mr. Smith's future daughter in law joins the group. Who can be a witness to his testament to insure the legacies remain as written? a. Any of these people b. The future daughter in law c. His future daughter in law and son in law d. None of the above - ANSWER-B. The future daughter in law Mr. Jones passed away. He did leave a will laving everything to his spouse, a daughter and a grandson. Mr. Jones had a son, but he passed away six months before his father. The son, but he passed away six months before his father. The son was only twenty- one years old and had a six month little girl when the son died. Who is/are the forced heir(s) of Mr. Jones, if anyone? a. The daughter, grandson and granddaughter b. The grandson and granddaughter c. The granddaughter d. None of the above - ANSWER-C. The granddaughter In the scenario above, Mr.Jones has only community property at theme of his death. He and his spouse are still legally married. What is the forced portion of Mr. Jones' estate, if any? a. One half b. One fourth c. Three fourths d. None - ANSWER-B. One fourth Mrs. Johnson died interstate and had a surviving spouse, two living children, a child who dies at the age of 56 in an awful car accident, and the grandchild of the deceased

child who is seventeen. Mrs. Johnson had only community property. Who would be the forced heir of the estate, if any? a. The spouse and the grandchild b. The two living children and the spouse c. The grandchild d. There are no forced heirs - ANSWER-D. There are no forced heirs In the above scenario, who would inherit Mrs. Johnson's property? a. The surviving spouse and the grandchild in equal shares b. The two living children and the serving spouse in equal shares c. The two living children in equal shares d. The two living children and the grandchild in equal shares - ANSWER-D. The two living children and the grandchild in equal shares Mrs. Burns died testate and had a surviving spouse, two living children, a child who dies at the age of 56 in an awful car accident, and the grandchild of the deceased child who is seventeen. Mrs. Burns had only community property, which she left to her surviving spouse. Who would inherit the estate? a. The spouse and the grandchildren equal shares b. The spouse would inherit it all c. The grandchild would inherit one fourth and the spouse would inherit the remainder d. The grandchild would inherit it all - ANSWER-B. The spouse would inherit it all Mrs. Tuner died testate and had a surviving spouse, two living children, a son who died at the age of 56 due to complications from a car accident, and the grandchild of the deceased child who is seventeen. Mrs. Turner cared for her son prior to this accident and grandchild after this accident, because her son was rendered a paraplegic from he accident. Mrs. Johnson had only community property, which she left to her surviving spouse. Who would inherit the estate? a. The spouse and the grandchild, in equal shares b. The spouse would inherit it all c. The grandchild would inherit one fourth and the spouse would inherit the remainder d. It cannot be determined since we do not know Mrs. Turner cared for her son after the accident - ANSWER-B. The spouse would inherit it all Mrs. Barry died testate and had surviving spouse, two living children, a child who died at the age of 56in an awful car accident, and the grandchild of the deceased child who is seventeen. Mrs. Barry had community property and separate property, which she left to her surviving spouse.Who would inherit the estate? a. The spouse and the grandchild, in equal shares b. The spouse would inherit it all

Mr. Lambert came to your office to execute his testament that you prepared under his direction. You had two witnesses available, Sally and Karen. Mr. Lambert read the will; declared it to be his intentions and signed the document. Sally and Karen each signed after Mr. Lambert did. The notary began signing and someone came in the office and Sally left the signing before the notary completed his/her signature. In the past, the courts have ruled that a. This is a valid testament since the notary began signing before Sally left b. This is an invalid testament because it was not read aloud in the present of the witnesses c. This is an invalid testament since Sally left before the document was fully executed d. This is an invalid testament since Karen is a very close friend of Mr. Lambert - ANSWER-C. This is an invalid testament since Sally left before the document was fully executed