By: B Stead
Keeping an original will safe and secure is one thing, (see storing a will), but as a practical matter, it is important to let executors know, or family or a trusted friend, of its whereabouts.
But what if for some reason an original will cannot be located, despite thorough searches? Some additional enquiries which may be made in finding a missing will is discussed here. If a deceased person has not left a valid will, the intestacy rules apply.
It will depend on the particular circumstances, whether or not there is a testamentary document/s or a copy of the original, among other matters.
Wills and succession legislation in each state and territory contain provisions permitting Probate Courts to dispense with the formal requirements to make a valid will in some circumstances, known as the ‘dispensing provisions‘. One example of when the Court may dispense with the formal requirements for the execution, alteration or revocation of wills is that found in section 8 of the Succession Act 2006 (NSW). Another is section 12 of the Wills Act 1936 (SA).
A lost will or missing original will – probate sought of the copy
In one South Australian case the original will could not be found, despite extensive searching of the deceased’s residence. Nor did enquiries of family and friends lead to anything. The deceased had not informed her parents or executors of the location of the original will. Further enquiries at her bank as to whether she had a safety deposit box and newspaper advertisements did not reveal anything either.
Following execution of a document alleged to be her last will in her solicitor’s office, the solicitor gave the deceased the original and a copy. A copy was retained by the solicitor. One of the named executor’s applied for a grant of probate using the solicitor’s copy of the will document, which is permitted under Rule 68 of the Probate Rules in South Australia. In conclusion, the Court was satisfied that the copy of the will was a complete and accurate copy, that the will was executed properly, that the original existed, and it had revoked any previous wills. The Court was also satisfied that anyone affected by the application for a grant of probate had been informed and had consented to it.
Missing, lost or misplaced wills – factors for consideration
Over time courts have laid down various factors in deciding cases on problems with missing, lost or misplaced wills. In certain circumstances a Court will recognise a missing original will and admit it to probate, however it has to be satisfied about a number of issues.
Among a long list of issues first and foremost is whether a document actually existed. If it did, what is the evidence of its validity – especially the evidence of the attesting witnesses, is the will genuinely missing or was it destroyed by the deceased in an act of revocation, that is to cancel it? What were the circumstances in which the alleged lost document was made; was it made freely and with the intention it was to be their final say on the disposal of their property, that is their “last will”? Had the deceased instructed a solicitor or trustee company to prepare the document?
In the above South Australian case the Court said that missing wills have been the subject of considerable judicial commentary. The Court summarised the matters for consideration in the admission of a copy of a missing will to probate as follows:
- that the original will existed;
- that the original will was validly executed; or, if the original will does not fulfil the formalities required by legislation, that it satisfies the legislative requirements allowing it, as an informal will, to be admitted to probate;
- that there is evidence of the terms of the original will;
- that the copy of the will is an accurate and complete copy of the original will;
- that thorough searches have been conducted to find the original, including publishing advertisements regarding the missing original will;
- that the original will revoked all pre-existing wills;
- the circumstances surrounding the absence of the original will;
- that all persons affected by the application, if it is granted, know about it and have consented to the application; all having legal capacity;
- that the presumption the will might have been revoked does not arise.
On the matter of destroying a will, the Court said that the destruction of a will by someone other than the testator without the testator’s knowledge and consent, does not revoke (or cancel) a will.
Re Estate of Hall (Deceased)  SASC 117
Last updated 10 May 2017
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