Real Time Web Analytics

Pages

Thursday, August 22, 2013

Clarification on the Alberta Probate Kit and form NC19

By the time I wrote the Alberta Probate Kit, I had already had three books published. I thought I was getting pretty good at the editing but I have been proved wrong. There was one thing that got past not just me, but also the eagle-eyed editor at Self-Counsel Press. Many, many people have emailed me to ask for clarification on what enclosures are sent to a beneficiary receiving and NC19 notice, and I've been replying individually. I thought I'd post the correction here in case there are others of you who have also run across this.

A reader asked me just today about this point. Here is her note and my response:

"Thank you for your excellent Alberta Probate Kit.  I have almost completed the forms, but I do have one question about some apparently conflicting advice in the book regarding Form NC27:  On page 141, the book states, "Note that everyone who gets a Form NC19 also gets a full copy of the entire application, including the will."  However, on page 154, the book states "do not send the Form NC1 through NC 18 documents to a person is receiving a Form NC19 notice and no other notice."

These two sentences appear to me to be contradictory. I am leaning towards the advice given on page 141, but I thought I'd check to see if you were aware of this (at least to my non-legally trained mind) conflict."


The Form NC19 is a notice to residuary beneficiaries. Anyone who is going to receive a share of the residue of the estate has to be sent this notice by registered mail. The instructions on page 141 are correct. A residuary beneficiary is entitled to receive a full copy of the entire application for probate, which includes a copy of the will, an inventory/evaluation of the estate, and all of the other documents that make up the application.

Sorry for the inconvenience for those of you who had to take the time to write and ask for clarification.



No comments:

Post a Comment

Note: Only a member of this blog may post a comment.

You might also like

Related Posts with Thumbnails