|
|
|
HB0151 Engrossed |
|
LRB096 03114 RCE 13130 b |
|
|
1 |
| AN ACT concerning State government.
|
2 |
| Be it enacted by the People of the State of Illinois,
|
3 |
| represented in the General Assembly:
|
4 |
| Section 5. The Secretary of State Act is amended by adding |
5 |
| Section 5.15 as follows: |
6 |
| (15 ILCS 305/5.15 new) |
7 |
| Sec. 5.15. Deposit of wills. |
8 |
| (a) Definitions. As used in this Section: |
9 |
| "Depositor" means an attorney licensed or formerly |
10 |
| licensed to practice in the State of Illinois, the attorney's |
11 |
| representative, the guardian for the attorney, or the personal |
12 |
| representative of the attorney's decedent's estate. |
13 |
| "Testator" means a person who executed a will, other than |
14 |
| as a witness or official to whom acknowledgment of signing was |
15 |
| given. |
16 |
| "Will" refers to an original: |
17 |
| (1) will; |
18 |
| (2) codicil; |
19 |
| (3) will and one or more codicils; |
20 |
| (4) trust; or |
21 |
| (5) trust and one or more trust amendments. |
22 |
| (b) Deposit of wills. A depositor may deposit a will with |
23 |
| the Secretary of State if the depositor certifies in writing to |
|
|
|
HB0151 Engrossed |
- 2 - |
LRB096 03114 RCE 13130 b |
|
|
1 |
| the Secretary of State that the depositor is unable to locate |
2 |
| the testator after a diligent search. The certification shall |
3 |
| be on a form to be provided by the Secretary. This Section |
4 |
| applies whether it is known or unknown whether the testator is |
5 |
| living.
|
6 |
| (c) Assumptions. The Secretary of State may assume, without |
7 |
| inquiring into the facts, that the depositor has first made a |
8 |
| diligent search for the testator. |
9 |
| (d) Fee. The Secretary of State shall collect a fee of $15 |
10 |
| for each deposit of a will. The Secretary of State shall not |
11 |
| collect a separate fee for additional documents concurrently |
12 |
| deposited in relation to a single testator or for a single |
13 |
| joint will prepared for a husband and wife.
|
14 |
| (e) Duty of Secretary of State upon receipt. Upon receipt |
15 |
| of a will under this Section, the Secretary of State shall: |
16 |
| (1) provide the depositor with a receipt for the will, |
17 |
| which receipt shall contain the information designated on |
18 |
| the envelope in accordance with paragraph (3) of this |
19 |
| subsection; |
20 |
| (2) place the will or wills deposited concurrently in |
21 |
| relation to a single testator in one envelope and seal the |
22 |
| envelope securely in the presence of the depositor or |
23 |
| depositor's agent; |
24 |
| (3) designate on the envelope: |
25 |
| (A) the date of deposit; |
26 |
| (B) the name, address, and telephone number of the |
|
|
|
HB0151 Engrossed |
- 3 - |
LRB096 03114 RCE 13130 b |
|
|
1 |
| depositor; |
2 |
| (C) the name and last known address of the testator |
3 |
| as provided by the depositor; |
4 |
| (D) at the depositor's option, any and all of the |
5 |
| following information: |
6 |
| (i) alternate names by which the testator may |
7 |
| have been known; |
8 |
| (ii) the testator's birth date, and |
9 |
| (iii) the last 4 digits of the testator's |
10 |
| Social Security number; and |
11 |
| (E) with respect to each document enclosed: |
12 |
| (i) a short description of the document, |
13 |
| including, if shown, its date of execution; and |
14 |
| (ii) the number of pages in the document; and |
15 |
| (4) index the will alphabetically by the name of the |
16 |
| testator, and by the alternate names set forth by which the |
17 |
| testator may have been known. |
18 |
| (f) Status as a public record. An envelope and will |
19 |
| deposited under this Section are not public records. The index |
20 |
| created under item (4) of subsection (e) is a public record. |
21 |
| (g) Duty of Secretary of State during testator's lifetime. |
22 |
| During the testator's lifetime, the Secretary of State shall: |
23 |
| (1) keep the envelope containing the will sealed; and |
24 |
| (2) deliver the envelope to: |
25 |
| (i) the testator; |
26 |
| (ii) a person authorized, in writing signed by the |
|
|
|
HB0151 Engrossed |
- 4 - |
LRB096 03114 RCE 13130 b |
|
|
1 |
| testator and notarized, to
receive the envelope; or |
2 |
| (iii) a person, entity, court, or government |
3 |
| agency authorized to receive the
envelope pursuant to |
4 |
| an order entered by a court of competent
jurisdiction. |
5 |
| (h) Duty of Secretary of State upon notification of death |
6 |
| of testator. If the Secretary of State has custody of the will |
7 |
| after the death of the testator and is notified of the death of |
8 |
| the testator by means of a certified copy of the testator's |
9 |
| death certificate or by a certified copy of an order of court |
10 |
| determining the testator to be deceased, upon receipt of |
11 |
| payment of a retrieval fee in the amount of $10, the Secretary |
12 |
| of State shall promptly deliver the sealed will envelope to the |
13 |
| clerk of the circuit court of the county in which the probate |
14 |
| of the testator's will may occur as determined under Section |
15 |
| 5-1 of the Probate Act of 1975 (755 ILCS 5/5-1). |
16 |
| (i) Duties of Secretary of State upon inquiry. Upon inquiry |
17 |
| by a person identified in paragraph (2) of subsection (g), or |
18 |
| upon inquiry of any person presenting a certified copy of the |
19 |
| testator's death certificate or a certified copy of an order of |
20 |
| a court determining the testator to be deceased, the Secretary |
21 |
| of State shall inform the person whether the name of the |
22 |
| relevant testator appears in the Secretary of State's index of |
23 |
| wills. For the purposes of this subsection, the Secretary of |
24 |
| State need not be certain that the testator is the one being |
25 |
| inquired about, but may release that information if it is |
26 |
| possible that the testator is that one. |
|
|
|
HB0151 Engrossed |
- 5 - |
LRB096 03114 RCE 13130 b |
|
|
1 |
| (j) Destruction of will. The Secretary of State may destroy |
2 |
| a will deposited under this Section if: |
3 |
| (1) the Secretary of State has not received notice of |
4 |
| the death of the testator; and |
5 |
| (2) at least 100 years have passed since the date the |
6 |
| will was deposited.
|
7 |
| (k) All fees received by the Secretary of State under this |
8 |
| Section must be deposited into the Secretary of State Special |
9 |
| Services Fund.
|
10 |
| Section 10. The Probate Act of 1975 is amended by changing |
11 |
| Section 6-1 as follows:
|
12 |
| (755 ILCS 5/6-1) (from Ch. 110 1/2, par. 6-1)
|
13 |
| Sec. 6-1.
Duty to file will - altering, destroying or |
14 |
| secreting.)
|
15 |
| (a) Immediately
upon the death of the testator any person |
16 |
| who has the testator's will in his
possession
shall file it |
17 |
| with the clerk of the court of the proper county and upon
|
18 |
| failure or refusal
to do so, the court on its motion or on the |
19 |
| petition of any interested person
may issue an
attachment and |
20 |
| compel the production of the will , subject to the provisions of |
21 |
| Section 5.15 of the Secretary of State Act .
|
22 |
| (b) If any person wilfully alters or destroys a will |
23 |
| without the direction
of the testator
or wilfully secretes it |
24 |
| for the period of 30 days after the death of the
testator is |
|
|
|
HB0151 Engrossed |
- 6 - |
LRB096 03114 RCE 13130 b |
|
|
1 |
| known
to him, the person so offending, on conviction thereof, |
2 |
| shall be sentenced as
in cases
of theft of property classified |
3 |
| as a Class 3 felony by the law in effect at the
date of the |
4 |
| offense. The 30-day period does not apply to the Secretary of |
5 |
| State when acting pursuant to Section 5.15 of the Secretary of |
6 |
| State Act.
|
7 |
| (Source: P.A. 90-159, eff. 7-23-97.)
|