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Wednesday, August 4, 2010

What if both witnesses to the Will are deceased?


When a Will is sent to the court to be probated, there has to be evidence that the Will was properly signed and witnessed. This evidence is normally given in the form of an affidavit, which is a written, sworn statement given by one of the people who signed their names as witnesses to the Will. After it is completed and sworn, the affidavit is attached to the Will and they are kept together until they are needed.


In most jurisdictions, the affidavit can be prepared as soon as the Will is made. However, it sometimes happens that the affidavit was never prepared. This could be because it was not allowed by law, or because the Will was done long ago before the law allowed affidavits to be made while the testator was still alive, or simply because nobody ever got around to doing it.


This sometimes leads to a situation where a testator has died, and the Will needs to be sent to probate, but there is no affidavit. You will not get a Grant of Probate without it (unless of course you are probating a handwritten Will). If one of the witnesses to the Will is alive and able to sign an affidavit, then he or she can provide the document you need.


Unfortunately there isn't always a witness available. Sometimes both witnesses are deceased, if the Will was made a long time ago. Or it could be the case that you can't locate either of the witnesses, or that the only one you can find has lost mental capacity or has absolutely no recollection of the Will being signed. Then what do you do?


There are two possibilities. You can do one or both of them.


The first possibility is that there was another person in the room when the Will was signed but who did not sign their name as a witness. That person can prepare a sworn statement explaining the situation and swearing that they saw the proper formalities followed when the Will was sworn.


The second possibility is that there is someone who can swear that the signature on the Will is the signature of the deceased.


It would be best if the person who swears either of these documents is not a beneficiary under the Will. It would also be best if the person is not the spouse (legal or common-law) of the executor or of a beneficiary.


4 comments:

  1. what does the back of the will have to read if there is no nc8? Just "This is the Will referred to in Schedule 2" or do i still have to include "and in Exhibit “A” to the Affidavit of ___"? (the will is an exhibit to the nc2 affidavit, but do I have to note this on the back of the will or can I just attach a copy of the will and stamp that one?)

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    Replies
    1. How are you proving the will if there is no NC8? This is required by the Surrogate Rules. Is there an NC9 affidavit of handwriting instead (if this is a holograph will)?

      The will has two separate "markings" on it. One marks it as the exhibit to NC2. The other marks it as the exhibit to NC8 (or NC9). Both of these markings are made on the ORIGINAL will, not a photocopy.

      I'm not sure what you mean about "stamping" a photocopy. There is no need to send a photocopy to the court, and in fact they require the original.

      Lynne

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    2. Thanks for your reply Lynne.

      There was never an NC8 signed by either witness and they are both passed now, so we are asking the Court to grant us Probate without the NC8. This is explained in our Affidavit, and am wondering if we should note it as an exhibit there too or if it's fine just noting it in Schedule 2 (and as such, marking the back only as the will referred to in Schedule 2).

      Thanks again.

      Delete
    3. Okay, that makes sense. Since there is no NC8 or NC9, don't put anything on the will about them. Mark it as an exhibit to the NC2 as you said but that's it.

      Lynne

      Delete

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