Journal List > J Korean Neuropsychiatr Assoc > v.55(3) > 1017805

Kim, Sung, Choi, and Hwang: A Provincial Population-Based Survey on Attitudes towards Wills of Individuals with Dementia and Related Issues

Abstract

Objectives

This study investigated the attitudes of a provincial population towards wills of individuals with dementia and related concerns to prevent civil disputes related to dementia in an aging society.

Methods

The target population was registered residents in a province aged 19 years or older. The population forming the sampling frame was 1478821 (as of May 31, 2013). With a confidence interval of 2% and significance level of 5%, 2540 participants were sampled. This survey used a structured questionnaire composed of two main parts : seven items of general information (sex, age, residence, marital status, education, occupation, and income) and Testamentary Capacity-Related Questionnaire-12 items (TCRQ-12) comprising four items of basic knowledge and eight items of specific situational questions, using a five point Likert scale.

Results

The respondents were favorable toward the guarantee of will-making capacity of individuals with dementia. Self-relatedness, disadvantageousness and undue influence are significantly associated with objection to the will of individuals with dementia. In the pre-evaluation of testamentary capacity of individuals with dementia, the respondents responded strongly and with more favorable attitudes for evaluation by medical specialists than by lawyers. Last, in acceptance of the denial of self-related will due to dementia, negative response was dominant over positive response.

Conclusion

Although it would be desirable that the will or testamentary capacity of individuals with dementia should be guaranteed for maximum, institutional and professional approaches are necessary to prevent civil disputes related to dementia.

Figures and Tables

Fig. 1

Attitudes towards the restriction or guarantee of the will-making capacity of individuals with dementia. The boxplots in the figure show response distribution for the comparison between Question No. 5 and 6. The respondents showed relatively favorable attitudes for the guarantee of will-making or testamentary capacity of individuals with dementia [restriction although mild, 2.80 (1.07) vs. guarantee although severe, 3.13 (1.06); paired t-test, t=-11.27, p<0.001].

jkna-55-245-g001
Fig. 2

Attitudes towards objection to the will of individuals with dementia due to related factors. The boxplots in the figure show the comparison among Question No. 7, 8, and 9. Self-relatedness, disadvantageousness and undue influence are significant factors contributing to objection to the will of individuals with dementia [objection just for dementia (a), 3.11 (1.02) vs. objection due to disadvantageousness (b), 3.23 (1.04) vs. objection due to disadvantageousness and undue influence (c), 3.39 (1.13); ANOVA, F=86.44, p<0.001; post hoc analysis (Scheffe), a<b<c].

jkna-55-245-g002
Fig. 3

Attitudes towards professional pre-assessment of testamentary capacity of individuals with dementia. The boxplots in the figure shows the response distribution for the comparison between Question No. 10 and 11. The respondents showed responses more favorable for the evaluation by medical specialists than by lawyers [lawyers, 3.31 (1.13) vs. medical specialists, 3.40 (1.10); paired t-test, t=-4.92, p<0.001].

jkna-55-245-g003
Table 1

Sociodemographic characteristics of total participants (n=2540)

jkna-55-245-i001
Table 2

Distribution of responses to each item on TCRQ-12 (n=2540)

jkna-55-245-i002

TCRQ-12 : Testamentary Capacity-Related Questionnaire-12 items

Table 3

Factors contributing qualitative change in response to question 9 of TCRQ-12*

jkna-55-245-i003

*: Logistic regression analysis was used. Qualitative change means change from negative responses ('very much not' and 'considerably not') to positive responses ('considerably yes' and 'very much yes') in Question 9 (I will raise an objection to the will when my father or mother with dementia made a will and unduly influenced by other people, and it is disadvantageous to me). Female, older age and higher educational level were significant factors contributing to the higher objection. The statistic showed that the model adopted in this analysis was significant (Cox & Snell R2=0.024, Nagelkerke R2=0.034; X2=39.020, p<0.001), : Coefficient of regression, : Odd ratios. TCRQ-12 : Testamentary Capacity-Related Questionnaire-12 items, S.E. : Standard error

Acknowledgments

This research was supported by the budget of Jeonbuk Dementia Center (2013), Jeollabuk-do, Republic of Korea.

Notes

Conflicts of Interest The authors have no financial conflicts of interest.

Appendix

Appendix 1

Testamentary Capacity-Related Questionnaire-12 items (TCRQ-12)

jkna-55-245-a001

References

1. American Psychiatric Association. Diagnostic and Statistical Manual of Mental Disorders (DSM-5). 5th ed. Arlington, VA: American Psychiatric Association;2013.
2. Sadock BJ, Sadock VA, Ruiz P. Kaplan & Sadock's synopsis of psychiatry behavioral sciences/clinical psychiatry. 11th ed. Philadelphia, PA: Wolters Kluwer;2015. p. 704–715.
3. Kosis.kr [homepage on the Internet]. Population projections: general and processed statistics, statistics on population. cited 2013 May 31. Available from: http://www.kosis.kr.
4. Youn JC, Lee DY, Kim KW, Woo JI. Epidemiology of dementia. Psychiatry Investig. 2005; 2:28–39.
5. Prince M, Bryce R, Albanese E, Wimo A, Ribeiro W, Ferri CP. The global prevalence of dementia: a systematic review and metaanalysis. Alzheimers Dement. 2013; 9:63–75.
crossref
6. Kim KW, Park JH, Kim MH, Kim MD, Kim BJ, Kim SK, et al. A nationwide survey on the prevalence of dementia and mild cognitive impairment in South Korea. J Alzheimers Dis. 2011; 23:281–291.
crossref
7. Kim YJ, Han JW, So YS, Seo JY, Kim KY, Kim KW. Prevalence and trends of dementia in Korea: a systematic review and meta-analysis. J Korean Med Sci. 2014; 29:903–912.
crossref
8. Kang IO, Lee SY, Kim SY, Park CY. Economic cost of dementia patients according to the limitation of the activities of daily living in Korea. Int J Geriatr Psychiatry. 2007; 22:675–681.
crossref
9. Banerjee S. The macroeconomics of dementia--will the world economy get Alzheimer's disease. Arch Med Res. 2012; 43:705–709.
crossref
10. Foot DK, Stoffman D. Boom, bust and echo. Toronto: Stoddart;2002.
11. Shulman KI, Cohen CA, Hull I. Psychiatric issues in retrospective challenges of testamentary capacity. Int J Geriatr Psychiatry. 2005; 20:63–69.
crossref
12. Shulman KI, Cohen CA, Kirsh FC, Hull IM, Champine PR. Assessment of testamentary capacity and vulnerability to undue influence. Am J Psychiatry. 2007; 164:722–727.
crossref
13. Rcps.egov.go.kr [homepage on the Internet]. Population stastics on registration of resident. cited 2013 May 31. Available from: http://rcps.egov.go.kr:8081/jsp/stat/ppl_stat_jf.jsp.
14. Surveysystem.com [homepage on the Internet]. Research aids: sample size calculator and sample size formula. cited 2013 May 31. Available from: http://www.surveysystem.com.
15. Neufeld E, O'Rourke N, Donnelly M. Enhanced measurement sensitivity of hopeless ideation among older adults at risk of self-harm: reliability and validity of Likert-type responses to the Beck Hopelessness Scale. Aging Ment Health. 2010; 14:752–756.
crossref
16. Peer IN. Wills, testamentary capacity and undue influence. Bull Am Acad Psychiatry Law. 1981; 9:15–22.
17. Wimo A, Jönsson L, Bond J, Prince M, Winblad B. Alzheimer Disease International. The worldwide economic impact of dementia 2010. Alzheimers Dement. 2013; 9:1–11.
crossref
18. Quentin W, Riedel-Heller SG, Luppa M, Rudolph A, König HH. Cost-of-illness studies of dementia: a systematic review focusing on stage dependency of costs. Acta Psychiatr Scand. 2010; 121:243–259.
crossref
19. Schulz R, Martire LM. Family caregiving of persons with dementia: prevalence, health effects, and support strategies. Am J Geriatr Psychiatry. 2004; 12:240–249.
crossref
20. Kim YH. A study on the formality of will in civil law. Res Fam Law. 2006; 20:117–160.
21. Jeon HJ. Study on the inheritance by will in Korean civil law. Res Fam Law. 2006; 20:151–180.
22. Peisah C, Finkel S, Shulman K, Melding P, Luxenberg J, Heinik J, et al. The wills of older people: risk factors for undue influence. Int Psychogeriatr. 2009; 21:7–15.
crossref
23. Jacoby R, Steer P. How to assess capacity to make a will. BMJ. 2007; 335:155–157.
crossref
24. Brown PF, Tulloch AD, Mackenzie C, Owen GS, Szmukler G, Hotopf M. Assessments of mental capacity in psychiatric inpatients: a retrospective cohort study. BMC Psychiatry. 2013; 13:115.
crossref
25. Choi JS. [LAW & LIFE] Practical use of adult guardianship system for the protection of the elderly. Electric Power. 2016; 10:89.
26. Kennedy KM. Testamentary capacity: a practical guide to assessment of ability to make a valid will. J Forensic Leg Med. 2012; 19:191–195.
crossref
27. Shulman KI, Peisah C, Jacoby R, Heinik J, Finkel S. Contemporaneous assessment of testamentary capacity. Int Psychogeriatr. 2009; 21:433–439.
crossref
28. Banks vs Goodfellow. 1870. LR 5 QB 549.
29. Widera E, Steenpass V, Marson D, Sudore R. Finances in the older patient with cognitive impairment: "He didn't want me to take over". JAMA. 2011; 305:698–706.
crossref
30. White B. Competence to consent. Washington, DC: Georgetown University Press;1994. p. 154–184.
31. Dunn LB, Nowrangi MA, Palmer BW, Jeste DV, Saks ER. Assessing decisional capacity for clinical research or treatment: a review of instruments. Am J Psychiatry. 2006; 163:1323–1334.
crossref
32. Lui VW, Lam LC, Chau RC, Fung AW, Wong BM, Leung GT, et al. Structured assessment of mental capacity to make financial decisions in Chinese older persons with mild cognitive impairment and mild Alzheimer disease. J Geriatr Psychiatry Neurol. 2013; 26:69–77.
crossref
33. Lai JM, Gill TM, Cooney LM, Bradley EH, Hawkins KA, Karlawish JH. Everyday decision-making ability in older persons with cognitive impairment. Am J Geriatr Psychiatry. 2008; 16:693–696.
crossref
34. Sherod MG, Griffith HR, Copeland J, Belue K, Krzywanski S, Zamrini EY, et al. Neurocognitive predictors of financial capacity across the dementia spectrum: normal aging, mild cognitive impairment, and Alzheimer's disease. J Int Neuropsychol Soc. 2009; 15:258–267.
crossref
35. Marson DC, Sawrie SM, Snyder S, McInturff B, Stalvey T, Boothe A, et al. Assessing financial capacity in patients with Alzheimer disease: a conceptual model and prototype instrument. Arch Neurol. 2000; 57:877–884.
crossref
TOOLS
Similar articles