7 | | - | 5 Section 5. The Probate Act of 1975 is amended by adding |
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8 | | - | 6 Section 8-0.1 as follows: |
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9 | | - | 7 (755 ILCS 5/8-0.1 new) |
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10 | | - | 8 Sec. 8-0.1. Definition. As used in this Article VIII only, |
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11 | | - | 9 "interested person" includes any person who is an interested |
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12 | | - | 10 person under Section 1-2.11 or any person or organization |
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13 | | - | 11 named as a legatee in a prior will of the decedent whose share |
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14 | | - | 12 in the prior will is more than the share the person or |
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15 | | - | 13 organization receives under the will being admitted. |
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| 16 | + | 5 Section 5. The Probate Act of 1975 is amended by changing |
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| 17 | + | 6 Sections 8-1 and 8-2 as follows: |
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| 18 | + | 7 (755 ILCS 5/8-1) (from Ch. 110 1/2, par. 8-1) |
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| 19 | + | 8 Sec. 8-1. Contest of admission of will to probate; notice. |
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| 20 | + | 9 (a) Within 6 months after the admission to probate of a |
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| 21 | + | 10 domestic will in accordance with the provisions of Section 6-4 |
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| 22 | + | 11 or Section 20-20 or 20-25 of the Electronic Wills and Remote |
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| 23 | + | 12 Witnesses Act, or of a foreign will in accordance with the |
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| 24 | + | 13 provisions of Article VII of this Act, any interested person |
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| 25 | + | 14 may file a petition in the proceeding for the administration |
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| 26 | + | 15 of the testator's estate or, if no proceeding is pending, in |
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| 27 | + | 16 the court in which the will was admitted to probate, to contest |
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| 28 | + | 17 the validity of the will. |
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| 29 | + | 18 (b) The petitioner shall cause a copy of the petition to be |
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| 30 | + | 19 mailed or delivered to the representative, to his or her |
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| 31 | + | 20 attorney of record, and to each heir and legatee whose name is |
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| 32 | + | 21 listed in the petition to admit the will to probate and in any |
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| 33 | + | 22 amended petition filed in accordance with Section 6-11, at the |
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19 | | - | HB3409 Engrossed LRB103 30975 LNS 57566 b |
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| 37 | + | 103RD GENERAL ASSEMBLY State of Illinois 2023 and 2024 HB3409 Introduced , by Rep. Randy E. Frese SYNOPSIS AS INTRODUCED: |
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| 38 | + | 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 |
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| 39 | + | 755 ILCS 5/8-1 from Ch. 110 1/2, par. 8-1 |
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| 40 | + | 755 ILCS 5/8-2 from Ch. 110 1/2, par. 8-2 |
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| 41 | + | 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. |
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| 42 | + | LRB103 30975 LNS 57566 b LRB103 30975 LNS 57566 b |
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| 43 | + | LRB103 30975 LNS 57566 b |
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| 44 | + | A BILL FOR |
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| 46 | + | |
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| 47 | + | |
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| 48 | + | |
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| 49 | + | |
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| 50 | + | 755 ILCS 5/8-1 from Ch. 110 1/2, par. 8-1 |
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| 51 | + | 755 ILCS 5/8-2 from Ch. 110 1/2, par. 8-2 |
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| 55 | + | LRB103 30975 LNS 57566 b |
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| 65 | + | HB3409 LRB103 30975 LNS 57566 b |
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| 66 | + | |
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| 67 | + | |
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| 68 | + | HB3409- 2 -LRB103 30975 LNS 57566 b HB3409 - 2 - LRB103 30975 LNS 57566 b |
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| 69 | + | HB3409 - 2 - LRB103 30975 LNS 57566 b |
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| 70 | + | 1 address stated in the petition or amended petition. Filing a |
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| 71 | + | 2 pleading constitutes a waiver of the mailing or delivery of |
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| 72 | + | 3 the notice to the person filing the pleading. Failure to mail |
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| 73 | + | 4 or deliver a copy of the petition to an heir or a legatee does |
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| 74 | + | 5 not extend the time within which a petition to contest the will |
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| 75 | + | 6 may be filed under subsection (a) of this Section or affect the |
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| 76 | + | 7 validity of the judgement entered in the proceeding. |
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| 77 | + | 8 (c) Any contestant or proponent may demand a trial by |
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| 78 | + | 9 jury. An issue shall be made whether or not the instrument |
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| 79 | + | 10 produced is the will of the testator. The contestant shall in |
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| 80 | + | 11 the first instance proceed with proof to establish the |
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| 81 | + | 12 invalidity of the will. At the close of the contestant's case, |
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| 82 | + | 13 the proponent may present evidence to sustain the will. An |
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| 83 | + | 14 authenticated transcript of the testimony of any witness or |
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| 84 | + | 15 other party taken at the time of the hearing on the admission |
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| 85 | + | 16 of the will to probate, or an affidavit of any witness or other |
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| 86 | + | 17 party received as evidence under subsection 6-4(b), paragraphs |
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| 87 | + | 18 (c) and (e) of Section 20-20 of the Electronic Wills and Remote |
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| 88 | + | 19 Witnesses Act, or Section 20-25 of the Electronic Wills and |
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| 89 | + | 20 Remote Witnesses Act, is admissible in evidence. |
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| 90 | + | 21 (d) The right to institute or continue a proceeding to |
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| 91 | + | 22 contest the validity of a will survives and descends to the |
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| 92 | + | 23 heir, legatee, representative, grantee or assignee of the |
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| 93 | + | 24 person entitled to institute the proceeding. Persons who stood |
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| 94 | + | 25 to inherit under a previous will, including stepchildren, have |
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| 95 | + | 26 standing and are entitled to institute a proceeding. |
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| 100 | + | |
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| 101 | + | HB3409 - 2 - LRB103 30975 LNS 57566 b |
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| 103 | + | |
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| 104 | + | HB3409- 3 -LRB103 30975 LNS 57566 b HB3409 - 3 - LRB103 30975 LNS 57566 b |
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| 105 | + | HB3409 - 3 - LRB103 30975 LNS 57566 b |
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| 106 | + | 1 (e) It is the duty of the representative to defend a |
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| 107 | + | 2 proceeding to contest the validity of the will. The court may |
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| 108 | + | 3 order the representative to defend the proceeding or prosecute |
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| 109 | + | 4 an appeal from the judgment. If the representative fails or |
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| 110 | + | 5 refuses to do so when ordered by the court, or if there is no |
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| 111 | + | 6 representative then acting, the court, upon its motion or on |
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| 112 | + | 7 application of any interested person, may appoint a special |
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| 113 | + | 8 administrator to defend or appeal in his stead. |
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| 114 | + | 9 (f) An action to set aside or contest the validity of a |
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| 115 | + | 10 revocable inter vivos trust agreement or declaration of trust |
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| 116 | + | 11 to which a legacy is provided by the settlor's will which is |
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| 117 | + | 12 admitted to probate shall be commenced within and not after |
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| 118 | + | 13 the time to contest the validity of a will as provided in |
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| 119 | + | 14 subsection (a) of this Section and Section 13-223 of the Code |
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| 120 | + | 15 of Civil Procedure. |
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| 121 | + | 16 (g) This amendatory Act of 1995 applies to pending cases |
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| 122 | + | 17 as well as cases commenced on or after its effective date. |
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| 123 | + | 18 (Source: P.A. 102-167, eff. 7-26-21.) |
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| 124 | + | 19 (755 ILCS 5/8-2) (from Ch. 110 1/2, par. 8-2) |
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| 125 | + | 20 Sec. 8-2. Contest of denial of admission of will to |
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| 126 | + | 21 probate. |
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| 127 | + | 22 (a) Within 6 months after the entry of an order denying |
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| 128 | + | 23 admission to probate of a domestic will in accordance with the |
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| 129 | + | 24 provisions of Section 6-4 or Section 20-20 or 20-25 of the |
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| 130 | + | 25 Electronic Wills and Remote Witnesses Act, or of a foreign |
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| 131 | + | |
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| 132 | + | |
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| 133 | + | |
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| 134 | + | |
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| 135 | + | |
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| 136 | + | HB3409 - 3 - LRB103 30975 LNS 57566 b |
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| 138 | + | |
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| 139 | + | HB3409- 4 -LRB103 30975 LNS 57566 b HB3409 - 4 - LRB103 30975 LNS 57566 b |
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| 140 | + | HB3409 - 4 - LRB103 30975 LNS 57566 b |
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| 141 | + | 1 will in accordance with the provisions of Article VII of this |
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| 142 | + | 2 Act, any interested person desiring to contest the denial of |
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| 143 | + | 3 admission may file a petition to admit the will to probate in |
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| 144 | + | 4 the proceeding for the administration of the decedent's estate |
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| 145 | + | 5 or, if no proceeding is pending, in the court which denied |
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| 146 | + | 6 admission of the will to probate. The petition must state the |
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| 147 | + | 7 facts required to be stated in Section 6-2 or 6-20, whichever |
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| 148 | + | 8 is applicable. |
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| 149 | + | 9 (b) The petitioner shall cause a copy of the petition to be |
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| 150 | + | 10 mailed or delivered to the representative, to his or her |
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| 151 | + | 11 attorney of record, and to each heir and legatee whose name is |
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| 152 | + | 12 listed in the petition to admit the will to probate and in any |
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| 153 | + | 13 amended petition filed in accordance with Section 6-11, at the |
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| 154 | + | 14 address stated in the petition or amended petition. Filing a |
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| 155 | + | 15 pleading constitutes a waiver of the mailing or delivery of |
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| 156 | + | 16 the notice to the person filing the pleading. Failure to mail |
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| 157 | + | 17 or deliver a copy of the petition to an heir or legatee does |
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| 158 | + | 18 not extend the time within which a petition to admit the will |
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| 159 | + | 19 to probate may be filed under subsection (a) of Section 8-1 or |
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| 160 | + | 20 affect the validity of the judgment entered in the proceeding. |
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| 161 | + | 21 (c) Any proponent or contestant may demand a trial by |
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| 162 | + | 22 jury. An issue shall be made whether or not the instrument |
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| 163 | + | 23 produced is the will of the testator. The proponent shall in |
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| 164 | + | 24 the first instance proceed with proof to establish the |
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| 165 | + | 25 validity of the will and may introduce any evidence competent |
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| 166 | + | 26 to establish a will. Any interested person may oppose the |
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| 167 | + | |
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| 172 | + | HB3409 - 4 - LRB103 30975 LNS 57566 b |
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| 175 | + | HB3409- 5 -LRB103 30975 LNS 57566 b HB3409 - 5 - LRB103 30975 LNS 57566 b |
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| 176 | + | HB3409 - 5 - LRB103 30975 LNS 57566 b |
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| 177 | + | 1 petition and may introduce any evidence admissible in a will |
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| 178 | + | 2 contest under Section 8-1. At the close of the contestant's |
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| 179 | + | 3 case, the proponent may present further evidence to sustain |
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| 180 | + | 4 the will. |
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| 181 | + | 5 (d) The right to institute or continue a proceeding to |
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| 182 | + | 6 contest the denial of admission of a will to probate survives |
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| 183 | + | 7 and descends to the heir, legatee, representative, grantee or |
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| 184 | + | 8 assignee of the person entitled to institute the proceeding. |
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| 185 | + | 9 Persons who stood to inherit under a previous will, including |
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| 186 | + | 10 stepchildren, have standing and are entitled to institute a |
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| 187 | + | 11 proceeding. |
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| 188 | + | 12 (e) The court may order the representative to defend a |
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| 189 | + | 13 proceeding to probate the will or prosecute an appeal from the |
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| 190 | + | 14 judgment. If the representative fails or refuses to do so when |
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| 191 | + | 15 ordered by the court, or if there is no representative then |
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| 192 | + | 16 acting, the court, upon its motion or on application of any |
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| 193 | + | 17 interested person, may appoint a special administrator to do |
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| 194 | + | 18 so in his stead. |
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| 195 | + | 19 (f) A person named as executor in a will that has been |
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| 196 | + | 20 denied admission to probate has no duty to file or support a |
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| 197 | + | 21 petition under Section 8-2. |
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| 198 | + | 22 (g) This amendatory Act of 1995 applies to pending cases |
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| 199 | + | 23 as well as cases commenced on or after its effective date. |
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| 200 | + | 24 (Source: P.A. 102-167, eff. 7-26-21.) |
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| 206 | + | HB3409 - 5 - LRB103 30975 LNS 57566 b |
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