103RD GENERAL ASSEMBLY State of Illinois 2023 and 2024 HB3409 Introduced , by Rep. Randy E. Frese SYNOPSIS AS INTRODUCED: 755 ILCS 5/8-1 from Ch. 110 1/2, par. 8-1 755 ILCS 5/8-2 from Ch. 110 1/2, par. 8-2 Amends the Will Contests Article of the Probate Act of 1975. Provides that persons who stood to inherit under a previous will, including stepchildren, have standing and are entitled to institute a proceeding for the administration of the testator's estate or to contest the denial of admission of a will. Provides that the amendatory Act may be referred to as Karen's Law. LRB103 30975 LNS 57566 b A BILL FOR 103RD GENERAL ASSEMBLY State of Illinois 2023 and 2024 HB3409 Introduced , by Rep. Randy E. Frese SYNOPSIS AS INTRODUCED: 755 ILCS 5/8-1 from Ch. 110 1/2, par. 8-1 755 ILCS 5/8-2 from Ch. 110 1/2, par. 8-2 755 ILCS 5/8-1 from Ch. 110 1/2, par. 8-1 755 ILCS 5/8-2 from Ch. 110 1/2, par. 8-2 Amends the Will Contests Article of the Probate Act of 1975. Provides that persons who stood to inherit under a previous will, including stepchildren, have standing and are entitled to institute a proceeding for the administration of the testator's estate or to contest the denial of admission of a will. Provides that the amendatory Act may be referred to as Karen's Law. LRB103 30975 LNS 57566 b LRB103 30975 LNS 57566 b A BILL FOR 103RD GENERAL ASSEMBLY State of Illinois 2023 and 2024 HB3409 Introduced , by Rep. Randy E. Frese SYNOPSIS AS INTRODUCED: 755 ILCS 5/8-1 from Ch. 110 1/2, par. 8-1 755 ILCS 5/8-2 from Ch. 110 1/2, par. 8-2 755 ILCS 5/8-1 from Ch. 110 1/2, par. 8-1 755 ILCS 5/8-2 from Ch. 110 1/2, par. 8-2 755 ILCS 5/8-1 from Ch. 110 1/2, par. 8-1 755 ILCS 5/8-2 from Ch. 110 1/2, par. 8-2 Amends the Will Contests Article of the Probate Act of 1975. Provides that persons who stood to inherit under a previous will, including stepchildren, have standing and are entitled to institute a proceeding for the administration of the testator's estate or to contest the denial of admission of a will. Provides that the amendatory Act may be referred to as Karen's Law. LRB103 30975 LNS 57566 b LRB103 30975 LNS 57566 b LRB103 30975 LNS 57566 b A BILL FOR HB3409LRB103 30975 LNS 57566 b HB3409 LRB103 30975 LNS 57566 b HB3409 LRB103 30975 LNS 57566 b 1 AN ACT concerning civil law. 2 Be it enacted by the People of the State of Illinois, 3 represented in the General Assembly: 4 Section 1. This Act may be referred to as Karen's Law. 5 Section 5. The Probate Act of 1975 is amended by changing 6 Sections 8-1 and 8-2 as follows: 7 (755 ILCS 5/8-1) (from Ch. 110 1/2, par. 8-1) 8 Sec. 8-1. Contest of admission of will to probate; notice. 9 (a) Within 6 months after the admission to probate of a 10 domestic will in accordance with the provisions of Section 6-4 11 or Section 20-20 or 20-25 of the Electronic Wills and Remote 12 Witnesses Act, or of a foreign will in accordance with the 13 provisions of Article VII of this Act, any interested person 14 may file a petition in the proceeding for the administration 15 of the testator's estate or, if no proceeding is pending, in 16 the court in which the will was admitted to probate, to contest 17 the validity of the will. 18 (b) The petitioner shall cause a copy of the petition to be 19 mailed or delivered to the representative, to his or her 20 attorney of record, and to each heir and legatee whose name is 21 listed in the petition to admit the will to probate and in any 22 amended petition filed in accordance with Section 6-11, at the 103RD GENERAL ASSEMBLY State of Illinois 2023 and 2024 HB3409 Introduced , by Rep. Randy E. Frese SYNOPSIS AS INTRODUCED: 755 ILCS 5/8-1 from Ch. 110 1/2, par. 8-1 755 ILCS 5/8-2 from Ch. 110 1/2, par. 8-2 755 ILCS 5/8-1 from Ch. 110 1/2, par. 8-1 755 ILCS 5/8-2 from Ch. 110 1/2, par. 8-2 755 ILCS 5/8-1 from Ch. 110 1/2, par. 8-1 755 ILCS 5/8-2 from Ch. 110 1/2, par. 8-2 Amends the Will Contests Article of the Probate Act of 1975. Provides that persons who stood to inherit under a previous will, including stepchildren, have standing and are entitled to institute a proceeding for the administration of the testator's estate or to contest the denial of admission of a will. Provides that the amendatory Act may be referred to as Karen's Law. LRB103 30975 LNS 57566 b LRB103 30975 LNS 57566 b LRB103 30975 LNS 57566 b A BILL FOR 755 ILCS 5/8-1 from Ch. 110 1/2, par. 8-1 755 ILCS 5/8-2 from Ch. 110 1/2, par. 8-2 LRB103 30975 LNS 57566 b HB3409 LRB103 30975 LNS 57566 b HB3409- 2 -LRB103 30975 LNS 57566 b HB3409 - 2 - LRB103 30975 LNS 57566 b HB3409 - 2 - LRB103 30975 LNS 57566 b 1 address stated in the petition or amended petition. Filing a 2 pleading constitutes a waiver of the mailing or delivery of 3 the notice to the person filing the pleading. Failure to mail 4 or deliver a copy of the petition to an heir or a legatee does 5 not extend the time within which a petition to contest the will 6 may be filed under subsection (a) of this Section or affect the 7 validity of the judgement entered in the proceeding. 8 (c) Any contestant or proponent may demand a trial by 9 jury. An issue shall be made whether or not the instrument 10 produced is the will of the testator. The contestant shall in 11 the first instance proceed with proof to establish the 12 invalidity of the will. At the close of the contestant's case, 13 the proponent may present evidence to sustain the will. An 14 authenticated transcript of the testimony of any witness or 15 other party taken at the time of the hearing on the admission 16 of the will to probate, or an affidavit of any witness or other 17 party received as evidence under subsection 6-4(b), paragraphs 18 (c) and (e) of Section 20-20 of the Electronic Wills and Remote 19 Witnesses Act, or Section 20-25 of the Electronic Wills and 20 Remote Witnesses Act, is admissible in evidence. 21 (d) The right to institute or continue a proceeding to 22 contest the validity of a will survives and descends to the 23 heir, legatee, representative, grantee or assignee of the 24 person entitled to institute the proceeding. Persons who stood 25 to inherit under a previous will, including stepchildren, have 26 standing and are entitled to institute a proceeding. HB3409 - 2 - LRB103 30975 LNS 57566 b HB3409- 3 -LRB103 30975 LNS 57566 b HB3409 - 3 - LRB103 30975 LNS 57566 b HB3409 - 3 - LRB103 30975 LNS 57566 b 1 (e) It is the duty of the representative to defend a 2 proceeding to contest the validity of the will. The court may 3 order the representative to defend the proceeding or prosecute 4 an appeal from the judgment. If the representative fails or 5 refuses to do so when ordered by the court, or if there is no 6 representative then acting, the court, upon its motion or on 7 application of any interested person, may appoint a special 8 administrator to defend or appeal in his stead. 9 (f) An action to set aside or contest the validity of a 10 revocable inter vivos trust agreement or declaration of trust 11 to which a legacy is provided by the settlor's will which is 12 admitted to probate shall be commenced within and not after 13 the time to contest the validity of a will as provided in 14 subsection (a) of this Section and Section 13-223 of the Code 15 of Civil Procedure. 16 (g) This amendatory Act of 1995 applies to pending cases 17 as well as cases commenced on or after its effective date. 18 (Source: P.A. 102-167, eff. 7-26-21.) 19 (755 ILCS 5/8-2) (from Ch. 110 1/2, par. 8-2) 20 Sec. 8-2. Contest of denial of admission of will to 21 probate. 22 (a) Within 6 months after the entry of an order denying 23 admission to probate of a domestic will in accordance with the 24 provisions of Section 6-4 or Section 20-20 or 20-25 of the 25 Electronic Wills and Remote Witnesses Act, or of a foreign HB3409 - 3 - LRB103 30975 LNS 57566 b HB3409- 4 -LRB103 30975 LNS 57566 b HB3409 - 4 - LRB103 30975 LNS 57566 b HB3409 - 4 - LRB103 30975 LNS 57566 b 1 will in accordance with the provisions of Article VII of this 2 Act, any interested person desiring to contest the denial of 3 admission may file a petition to admit the will to probate in 4 the proceeding for the administration of the decedent's estate 5 or, if no proceeding is pending, in the court which denied 6 admission of the will to probate. The petition must state the 7 facts required to be stated in Section 6-2 or 6-20, whichever 8 is applicable. 9 (b) The petitioner shall cause a copy of the petition to be 10 mailed or delivered to the representative, to his or her 11 attorney of record, and to each heir and legatee whose name is 12 listed in the petition to admit the will to probate and in any 13 amended petition filed in accordance with Section 6-11, at the 14 address stated in the petition or amended petition. Filing a 15 pleading constitutes a waiver of the mailing or delivery of 16 the notice to the person filing the pleading. Failure to mail 17 or deliver a copy of the petition to an heir or legatee does 18 not extend the time within which a petition to admit the will 19 to probate may be filed under subsection (a) of Section 8-1 or 20 affect the validity of the judgment entered in the proceeding. 21 (c) Any proponent or contestant may demand a trial by 22 jury. An issue shall be made whether or not the instrument 23 produced is the will of the testator. The proponent shall in 24 the first instance proceed with proof to establish the 25 validity of the will and may introduce any evidence competent 26 to establish a will. Any interested person may oppose the HB3409 - 4 - LRB103 30975 LNS 57566 b HB3409- 5 -LRB103 30975 LNS 57566 b HB3409 - 5 - LRB103 30975 LNS 57566 b HB3409 - 5 - LRB103 30975 LNS 57566 b 1 petition and may introduce any evidence admissible in a will 2 contest under Section 8-1. At the close of the contestant's 3 case, the proponent may present further evidence to sustain 4 the will. 5 (d) The right to institute or continue a proceeding to 6 contest the denial of admission of a will to probate survives 7 and descends to the heir, legatee, representative, grantee or 8 assignee of the person entitled to institute the proceeding. 9 Persons who stood to inherit under a previous will, including 10 stepchildren, have standing and are entitled to institute a 11 proceeding. 12 (e) The court may order the representative to defend a 13 proceeding to probate the will or prosecute an appeal from the 14 judgment. If the representative fails or refuses to do so when 15 ordered by the court, or if there is no representative then 16 acting, the court, upon its motion or on application of any 17 interested person, may appoint a special administrator to do 18 so in his stead. 19 (f) A person named as executor in a will that has been 20 denied admission to probate has no duty to file or support a 21 petition under Section 8-2. 22 (g) This amendatory Act of 1995 applies to pending cases 23 as well as cases commenced on or after its effective date. 24 (Source: P.A. 102-167, eff. 7-26-21.) HB3409 - 5 - LRB103 30975 LNS 57566 b