Full Text of SB0072 102nd General Assembly
SB0072 102ND GENERAL ASSEMBLY |
| | 102ND GENERAL ASSEMBLY
State of Illinois
2021 and 2022 SB0072 Introduced 1/29/2021, by Sen. Rachelle Crowe SYNOPSIS AS INTRODUCED: |
| |
Creates the Electronic Wills and Remote Witnesses Act. Provides that an electronic will shall be executed by the testator or by some person in the testator's presence and at the testator's direction, and attested to in the testator's presence by 2 or more credible witnesses. Provides for the revocation of an electronic will. Provides that an electronic will is a digital asset and any person or business in possession of an electronic will is a custodian. Provides for certified copies. Provides that a person may witness any document, other than a will, using audio-video communication between the individual's signing the document and the witness. Provides for remote attestation for a will. Provides methods for determining a signer's or testator's identity. Provides for the verification of an electronic will when a petition to have an electronic will admitted to probate is filed. Provides for: admission of a paper copy of an electronic will; admission of a will attested to by a witness who is physically present; admission of a will attested to by a remote witness; and admission of a will signed under the Electronic Commerce Security Act. Provides that nothing prohibits any party from introducing evidence of fraud, forgery, compulsion, or other improper conduct which in the opinion of the court is deemed sufficient to invalidate the will when being admitted. Provides for: formal proof of a will with a remote witness; formal proof of an electronic will; and formal proof of a will witnessed under the Electronic Commerce Security Act. Makes corresponding changes in the Electronic Commerce Security Act and the Probate Act of 1975. Effective immediately.
|
| |
| | A BILL FOR |
|
| | | SB0072 | | LRB102 04343 LNS 14361 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 | | Article 1. General Provisions | 5 | | Section 1-1. Short title. This Act may be cited as the | 6 | | Electronic Wills and Remote Witnesses Act. | 7 | | Section 1-5. Purpose. The purpose of this Act is to | 8 | | provide for: (1) the valid execution, attestation, | 9 | | self-proving, and probate of electronic wills, paper copies of | 10 | | electronic wills, and wills attested to by witnesses through | 11 | | audio-video communication; and (2) the valid execution, | 12 | | attestation, and witnessing of documents, other than wills, | 13 | | through audio-video communication. | 14 | | Section 1-10. Applicability. Any document executed under | 15 | | this Act is executed in this State; however, executing a | 16 | | document under this Act does not automatically confer | 17 | | jurisdiction in the courts of this State. | 18 | | Section 1-15. Relation to Probate Act of 1975 and common | 19 | | law. All electronic wills, paper copies of electronic wills, | 20 | | and wills attested to under this Act are subject to all |
| | | SB0072 | - 2 - | LRB102 04343 LNS 14361 b |
|
| 1 | | requirements of the Probate Act of 1975 and the common law, but | 2 | | to the extent the common law or any provision of the Probate | 3 | | Act of 1975 conflicts with or is modified by this Act, the | 4 | | requirements of this Act control. | 5 | | Section 1-20. Definitions. As used in this Act: | 6 | | "Audio-video communication" means communication by which a | 7 | | person can hear, see, and communicate with another person in | 8 | | real time using electronic means. A person's visual or hearing | 9 | | impairment does not prohibit or limit that person's use of | 10 | | audio-visual communication under this Act. | 11 | | "Electronic record" means a record generated, | 12 | | communicated, received, or stored by electronic means for use | 13 | | in an information system or for transmission from one | 14 | | information system to another. | 15 | | "Electronic signature" means a signature in electronic | 16 | | form that uses a security procedure under the Electronic | 17 | | Commerce Security Act and attached to or logically associated | 18 | | with an electronic record. | 19 | | "Electronic will" is a will that is created and maintained | 20 | | as a tamper-evident electronic record. | 21 | | "Identity proofing" means a process or service through | 22 | | which a third person affirms the identity of an individual | 23 | | through a review of personal information from public and | 24 | | proprietary data sources, including: (1) by means of dynamic | 25 | | knowledge-based authentication, including a review of personal |
| | | SB0072 | - 3 - | LRB102 04343 LNS 14361 b |
|
| 1 | | information from public or proprietary data sources; or (2) by | 2 | | means of an analysis of biometric data, including, but not | 3 | | limited to, facial recognition, voiceprint analysis, or | 4 | | fingerprint analysis. | 5 | | "Paper copy" means a tamper-evident electronic record that | 6 | | is printed and contains the following: (1) the text of the | 7 | | document; (2) the electronic signature of the signer; (3) a | 8 | | readable copy of the evidence of any changes displayed in the | 9 | | electronic record; and (4) any exhibits, attestation clauses, | 10 | | affidavits, or other items forming a part of the document or | 11 | | contained in the electronic record. | 12 | | "Paper document" means a document that is written or | 13 | | printed on paper. | 14 | | "Physical presence" means being in the same physical | 15 | | location as another person and close enough to see and know the | 16 | | other person is signing a document. | 17 | | "Presence" includes: (1) physical presence; or (2) being | 18 | | in a different physical location from another person, but | 19 | | able, using audio-video communication, to know the person is | 20 | | signing a document in real time. | 21 | | "Remote witness" means a person attesting to a document | 22 | | who is in the presence of the signer or testator through | 23 | | audio-video communication. | 24 | | "Rule of law" means any statute, ordinance, common law | 25 | | rule, court decision, or other rule of law enacted, | 26 | | established, or promulgated by this State or any agency, |
| | | SB0072 | - 4 - | LRB102 04343 LNS 14361 b |
|
| 1 | | commission, department, court, other authority, or political | 2 | | subdivision of this State. | 3 | | "Signature" includes an electronic signature and an ink | 4 | | signature. | 5 | | "Tamper-evident" means a feature of an electronic record | 6 | | by which any change to the electronic record is displayed. | 7 | | Article 5. Electronic Wills | 8 | | Section 5-5. Signing electronic wills. | 9 | | (a) To be valid under this Act, an electronic will shall be | 10 | | executed by the testator or by some person in the testator's | 11 | | presence and at the testator's direction, and attested to in | 12 | | the testator's presence by 2 or more credible witnesses. | 13 | | (b) The testator may sign the electronic will with the | 14 | | testator's electronic signature or may direct another person | 15 | | in the presence of the testator to sign the electronic will. A | 16 | | person signing at the testator's direction shall not be an | 17 | | attesting witness, a person receiving a beneficial legacy or | 18 | | interest under the will, or the spouse or child of a person | 19 | | receiving a beneficial legacy or interest under the will. | 20 | | (c) Each witness shall sign the electronic will with an | 21 | | electronic signature in the presence of the testator after | 22 | | seeing the testator sign, seeing the testator direct another | 23 | | person in the testator's presence to sign, or seeing the | 24 | | testator acknowledge the signature as the testator's act. |
| | | SB0072 | - 5 - | LRB102 04343 LNS 14361 b |
|
| 1 | | (d) If the will is attested to by a remote witness, the | 2 | | requirements for an attestation by a remote witness under | 3 | | Section 15-10 also apply. | 4 | | Section 5-10. Revocation. | 5 | | (a) An electronic will may be revoked in the following | 6 | | ways: | 7 | | (1) execution of a later will declaring the | 8 | | revocation; | 9 | | (2) execution of a later will to the extent that it is | 10 | | inconsistent with the prior will; or | 11 | | (3) execution of a written instrument by the testator | 12 | | declaring the revocation. | 13 | | (b) If there is evidence that a testator signed an | 14 | | electronic will and neither an electronic will nor a certified | 15 | | paper copy of the electronic will can be located after a | 16 | | testator's death, there is a presumption that the testator | 17 | | revoked the electronic will even if no instrument or later | 18 | | will revoking the electronic will can be located. | 19 | | Section 5-15. Digital assets and electronic commerce. | 20 | | (a) At any time during the administration of the estate | 21 | | without further notice or, if there is no grant of | 22 | | administration, upon such notice and in such a manner as the | 23 | | court directs, the court may issue an order under the Revised | 24 | | Uniform Fiduciary Access to Digital Assets Act (2015) for a |
| | | SB0072 | - 6 - | LRB102 04343 LNS 14361 b |
|
| 1 | | custodian of an account held under a terms-of-service | 2 | | agreement to disclose digital assets for the purposes of | 3 | | obtaining an electronic will from a deceased user's account. | 4 | | If there is no grant of administration at the time the court | 5 | | issues the order, the court's order shall grant disclosure to | 6 | | the petitioner who is deemed a personal representative under | 7 | | the Revised Uniform Fiduciary Access to Digital Assets Act | 8 | | (2015). | 9 | | (b) Except as specified in this Act, the Electronic | 10 | | Commerce Security Act does not apply to the execution or | 11 | | revocation of an electronic will. | 12 | | Article 10. Certified Paper Copies | 13 | | Section 10-5. Certified paper copy. Where a rule of law | 14 | | requires information to be presented or retained in its | 15 | | original form, or provides consequences for the information | 16 | | not being presented or retained in its original form, that | 17 | | rule of law is satisfied by a certified paper copy of the | 18 | | electronic record. | 19 | | Section 10-10. Creation of a certified paper copy. | 20 | | (a) A certified paper copy is a paper copy of an electronic | 21 | | record that has been certified by the person who converts the | 22 | | electronic record to a paper copy. | 23 | | (b) The person certifying a paper copy shall state the |
| | | SB0072 | - 7 - | LRB102 04343 LNS 14361 b |
|
| 1 | | following: | 2 | | (1) the date that the person prepared the paper copy; | 3 | | (2) the name of the person who prepared the paper | 4 | | copy; | 5 | | (3) the date that the person who prepared the paper | 6 | | copy came into possession of the electronic record; | 7 | | (4) a description of how the person who prepared the | 8 | | paper copy came into possession of the electronic record; | 9 | | (5) confirmation that the paper copy is a complete and | 10 | | correct copy of the electronic record; and | 11 | | (6) confirmation that the electronic record is a | 12 | | tamper-evident electronic record. | 13 | | (c) The statements by a person who prepares a certified | 14 | | paper copy shall be made by: | 15 | | (1) testimony before the court; | 16 | | (2) a written statement certified under Section 1-109 | 17 | | of the Code of Civil Procedure attached to the paper copy; | 18 | | or | 19 | | (3) an affidavit attached to the paper copy. | 20 | | (d) A certified paper copy of a tamper-evident electronic | 21 | | record, other than an electronic will, may be created any time | 22 | | after the signer signs the electronic record under the | 23 | | Electronic Commerce Security Act. | 24 | | (e) A certified paper copy of an electronic will may be | 25 | | created any time after the testator signs the electronic will | 26 | | or directs another person in the testator's presence to sign |
| | | SB0072 | - 8 - | LRB102 04343 LNS 14361 b |
|
| 1 | | the electronic will. | 2 | | Section 10-15. Witnessing a certified paper copy. | 3 | | (a) A certified paper copy of an electronic record may be | 4 | | witnessed after it is prepared. The witness shall be in the | 5 | | signer's presence when the signer acknowledges the electronic | 6 | | signature as the signer's act. | 7 | | (b) If an electronic will is not attested to by 2 or more | 8 | | credible witnesses, a certified paper copy of the electronic | 9 | | will may be attested to by witnesses in the testator's | 10 | | presence after the testator acknowledges the electronic | 11 | | signature as the testator's act. | 12 | | Article 15. Remote Witnesses | 13 | | Section 15-5. Remote witness for document other than a | 14 | | will. | 15 | | (a) A person may witness any document, other than a will, | 16 | | using audio-video communication between the individual signing | 17 | | the document and the witness. The signatures may be contained | 18 | | in a single document or the document may be signed in | 19 | | counterparts. The counterparts of a document may be electronic | 20 | | records, paper copies, or any combination thereof. | 21 | | (b) During the audio-video communication: | 22 | | (1) the witness shall determine the identity of the | 23 | | signer; |
| | | SB0072 | - 9 - | LRB102 04343 LNS 14361 b |
|
| 1 | | (2) the signer of the document shall sign the | 2 | | document; if the document is an electronic record, it | 3 | | shall be a tamper-evident electronic record; and | 4 | | (3) the witness shall sign the document previously | 5 | | signed or acknowledged by the signer, or if signed in | 6 | | counterparts, a separate witness's signature page of the | 7 | | document. | 8 | | (c) If the witness is signing a document in counterparts, | 9 | | then the witness's signed signature page or a copy of the same | 10 | | shall be attached to the document within 10 business days of | 11 | | the signing and before the signer's death or incapacity. The | 12 | | document becomes effective when the witness's signed signature | 13 | | page or a copy of the same is attached to the document. | 14 | | Section 15-10. Remote attestation for will. | 15 | | (a) To be valid under this Act, a will attested to through | 16 | | audio-video communication shall designate this State as its | 17 | | place of execution, be signed by the testator or by some person | 18 | | at the testator's direction and in the testator's presence, | 19 | | and be attested to in the presence of the testator by 2 or more | 20 | | credible witnesses who are located in the United States at the | 21 | | time of the attestation. | 22 | | (b) The will being attested to by audio-video | 23 | | communication may be an electronic will, a paper copy of an | 24 | | electronic will, or a paper document. An electronic will being | 25 | | attested to shall be a single document containing all the |
| | | SB0072 | - 10 - | LRB102 04343 LNS 14361 b |
|
| 1 | | signature pages, attestation clauses, and affidavits forming a | 2 | | part of the will. A will that is a paper copy of an electronic | 3 | | will or a paper document may have separate signature pages, | 4 | | attestation clauses, or affidavits that are electronic records | 5 | | or paper documents. Separate signature pages, attestation | 6 | | clauses, or affidavits may be distributed to the witness | 7 | | before the audio-video communication. | 8 | | (c) The testator shall sign the will or direct a person in | 9 | | the testator's presence to sign. A person signing at the | 10 | | testator's direction shall not be an attesting witness, a | 11 | | person receiving a beneficial legacy or interest under the | 12 | | will, or the spouse or child of a person receiving a beneficial | 13 | | legacy or interest under the will. | 14 | | (d) During an audio-video communication: | 15 | | (1) the witness shall determine the testator's | 16 | | identity; | 17 | | (2) the testator shall sign the will, direct another | 18 | | person in the testator's presence to sign the will, or | 19 | | acknowledge the signature as the testator's act; and | 20 | | (3) the witness shall attest to the will in the | 21 | | testator's presence. | 22 | | (e) If the will consists of separate signature pages, | 23 | | attestation clauses, or affidavits forming a part of the will, | 24 | | the testator or a person appointed by the testator shall | 25 | | attach the witness's signed signature page, attestation | 26 | | clause, or affidavit forming a part of the will or a copy of |
| | | SB0072 | - 11 - | LRB102 04343 LNS 14361 b |
|
| 1 | | the same to the paper document containing the testator's | 2 | | signature or a paper copy of the electronic will within 10 | 3 | | business days of the attestation. | 4 | | Section 15-15. Determining a signer's or testator's | 5 | | identity. A witness shall determine a signer's or testator's | 6 | | identity by one or more of the following methods: | 7 | | (1) personal knowledge; | 8 | | (2) a government-issued identification; | 9 | | (3) another form of identification that includes a | 10 | | photograph of the holder; or | 11 | | (4) identity proofing. | 12 | | Article 20. Admission of Wills to Probate | 13 | | Section 20-5. Electronic will. In addition to the | 14 | | requirements of Section 6-2 of the Probate Act of 1975, the | 15 | | petitioner shall state in the petition to have an electronic | 16 | | will admitted to probate that the electronic will is a | 17 | | tamper-evident electronic record and it has not been altered | 18 | | apart from the electronic signatures and other information | 19 | | that arises in the normal course of communication, storage, | 20 | | and display. | 21 | | Section 20-10. Admission of paper copy of electronic will. | 22 | | Before being admitted to probate, a paper copy of an |
| | | SB0072 | - 12 - | LRB102 04343 LNS 14361 b |
|
| 1 | | electronic will shall be: | 2 | | (1) certified under Section 10-10; or | 3 | | (2) supported by sufficient evidence to overcome the | 4 | | presumption under subsection (b) of Section 5-10 that the | 5 | | testator revoked the electronic will. | 6 | | Section 20-15. Admission of wills attested to by witnesses | 7 | | who are physically present. An electronic will or paper copy | 8 | | of an electronic will attested to by witnesses who are all in | 9 | | the testator's physical presence at the time of attestation | 10 | | shall be sufficiently proved under Section 6-4 of the Probate | 11 | | Act of 1975 to be admitted to probate. | 12 | | Section 20-20. Admission of wills attested to by a remote | 13 | | witness. | 14 | | (a) A will, other than a will signed under Section 95-20 of | 15 | | the Electronic Commerce Security Act, attested to by one or | 16 | | more remote witnesses is sufficiently proved to be admitted to | 17 | | probate when each of at least 2 of the attesting witnesses make | 18 | | the statements described in subsection (b), and if the | 19 | | testator appointed a person to attach any separate signature | 20 | | pages, attestation clauses, or affidavits forming a part of a | 21 | | paper copy of an electronic will or paper document, each | 22 | | appointed person, other than the testator, makes the | 23 | | statements described in subsection (d). | 24 | | (b) Each attesting witness shall state that: |
| | | SB0072 | - 13 - | LRB102 04343 LNS 14361 b |
|
| 1 | | (1) the attesting witness was present and saw the | 2 | | testator or some person in the testator's presence and by | 3 | | the testator's direction sign the will in the presence of | 4 | | the witness or the testator acknowledged it to the witness | 5 | | as the testator's act; | 6 | | (2) the will was attested to by the witness in the | 7 | | presence of the testator; | 8 | | (3) the witness believed the testator to be of sound | 9 | | mind and memory at the time of signing or acknowledging | 10 | | the will; and | 11 | | (4) if the attesting witness is a remote witness, the | 12 | | method used to determine the testator's identity. | 13 | | (c) The statements of an attesting witness under | 14 | | subsection (b) may be made by: | 15 | | (1) testimony before the court; | 16 | | (2) an attestation clause signed by the witness and | 17 | | attached to the will within 10 business days of the | 18 | | execution; | 19 | | (3) an affidavit that is signed by the witness at the | 20 | | time of attestation and is attached to the will within 10 | 21 | | business days; or | 22 | | (4) an affidavit that is signed after the time of | 23 | | attestation and is attached to an accurate copy of the | 24 | | will. | 25 | | (d) Any person appointed by the testator to attach to the | 26 | | will the witnesses' signed signature pages, attestation |
| | | SB0072 | - 14 - | LRB102 04343 LNS 14361 b |
|
| 1 | | clauses, or affidavits forming a part of the will or copies of | 2 | | the same shall state: | 3 | | (1) that the signed signature pages, attestation | 4 | | clauses, or affidavits forming a part of the will or | 5 | | copies of the same were attached within 10 business days | 6 | | of each witness's attestation; | 7 | | (2) that the person attached the signed signature | 8 | | pages, attestation clauses, or affidavits forming a part | 9 | | of the will or copies of the same to the testator's | 10 | | complete and correct will; and | 11 | | (3) if the signed signature pages, attestation | 12 | | clauses, or affidavits forming a part of the will were | 13 | | signed as electronic records, the statements required to | 14 | | certify the paper copies of the electronic records under | 15 | | Section 10-10. | 16 | | (e) The statements under subsection (d) by any person, | 17 | | other than the testator, attaching the attesting witnesses | 18 | | signature pages, attestation clauses, affidavits, or copies of | 19 | | the same may be made by: | 20 | | (1) testimony before the court; | 21 | | (2) a written statement certified under Section 1-109 | 22 | | of the Code of Civil Procedure that is signed and attached | 23 | | to the will when attaching the signature pages, | 24 | | attestation clauses, affidavits of the witnesses, or | 25 | | copies of the same; or | 26 | | (3) an affidavit signed at or after the time of |
| | | SB0072 | - 15 - | LRB102 04343 LNS 14361 b |
|
| 1 | | attaching the signature pages, attestation clauses, | 2 | | affidavits of the witnesses, or copies of the same and | 3 | | attached to the will or an accurate copy of the will. | 4 | | Section 20-25. Admission of a will signed under the | 5 | | Electronic Commerce Security Act. A will attested to by a | 6 | | remote witness under Section 95-20 of the Electronic Commerce | 7 | | Security Act is sufficiently proved to be admitted to probate | 8 | | when each of at least 2 attesting witnesses: | 9 | | (1) sign an attestation clause or affidavit substantially | 10 | | complying with the statements required under subsection (a) of | 11 | | Section 6-4 of the Probate Act of 1975 within 48 hours of the | 12 | | act of witnessing, and the attestation clause, affidavit, or a | 13 | | copy of the same is attached to the will signed by the testator | 14 | | or an accurate copy of the will; | 15 | | (2) sign an attestation clause or affidavit at or after | 16 | | the act of witnessing that is attached to the will or an | 17 | | accurate copy of the will stating the testator and remote | 18 | | witness to the will substantially complied with Section 95-20 | 19 | | of the Electronic Commerce Security Act and the remote witness | 20 | | believed the testator to be of sound mind and memory at the | 21 | | time of the signing; or | 22 | | (3) testify in court that the testator and remote witness | 23 | | substantially complied with Section 95-20 of the Electronic | 24 | | Commerce Security Act and that the remote witness believed the | 25 | | testator to be of sound mind and memory at the time of the |
| | | SB0072 | - 16 - | LRB102 04343 LNS 14361 b |
|
| 1 | | signing. | 2 | | Section 20-30. Evidence of fraud, forgery, compulsion, or | 3 | | other improper conduct. Nothing in this Article prohibits any | 4 | | party from introducing evidence of fraud, forgery, compulsion, | 5 | | or other improper conduct that in the opinion of the court is | 6 | | deemed sufficient to invalidate the will when being admitted. | 7 | | The proponent may also introduce any other evidence competent | 8 | | to establish the validity of a will. If the proponent | 9 | | establishes the validity of the will by sufficient competent | 10 | | evidence, it shall be admitted to probate unless there is | 11 | | proof of fraud, forgery, compulsion, or other improper conduct | 12 | | that in the opinion of the court is deemed sufficient to | 13 | | invalidate the will. | 14 | | Section 20-35. Formal proof of will with remote witness | 15 | | under Section 20-20. If a will has been admitted to probate | 16 | | under Section 20-20 before notice, any person entitled to | 17 | | notice under Section 6-10 of the Probate Act of 1975 may file a | 18 | | petition within 42 days after the effective date of the | 19 | | original order admitting the will to probate to require proof | 20 | | of the will, pursuant to this Section. The court shall set the | 21 | | matter for hearing upon such notice to interested persons as | 22 | | the court directs. At the hearing, the proponent shall | 23 | | establish the will by testimony of the relevant parties as | 24 | | provided in paragraph (1) of subsection (c) of Section 10-10, |
| | | SB0072 | - 17 - | LRB102 04343 LNS 14361 b |
|
| 1 | | paragraph (1) of subsection (c) of Section 20-20, or paragraph | 2 | | (1) of subsection (e) of Section 20-20 or deposition of the | 3 | | relevant parties following the procedures in Section 6-5 of | 4 | | the Probate Act of 1975 or other evidence as provided in the | 5 | | Probate Act of 1975, but not as provided by paragraph (2) or | 6 | | (3) of subsection (c) of Section 10-10, paragraph (2) or (3) of | 7 | | subsection (c) of Section 20-20, or paragraph (2) or (3) of | 8 | | subsection (e) of Section 20-20, as if the will had not | 9 | | originally been admitted to probate. If the proponent | 10 | | establishes the will by sufficient competent evidence, the | 11 | | original order admitting it to probate and the original order | 12 | | appointing the representative shall be confirmed and effective | 13 | | as to all persons, including creditors, as of the dates of | 14 | | their entries, unless there is proof of fraud, forgery, | 15 | | compulsion, or other improper conduct that in the opinion of | 16 | | the court is sufficient to invalidate or destroy the will. The | 17 | | time for filing a petition to contest a will under Section 8-1 | 18 | | of the Probate Act of 1975 is not extended by the filing of the | 19 | | petition under this Section if the order admitting the will to | 20 | | probate is confirmed, but if that order is vacated, the time | 21 | | for filing the petition under Section 8-2 of the Probate Act of | 22 | | 1975 runs from the date of vacation of the order admitting the | 23 | | will to probate. | 24 | | Section 20-40. Formal proof of an electronic will. If a | 25 | | petition is filed for proof of an electronic will under |
| | | SB0072 | - 18 - | LRB102 04343 LNS 14361 b |
|
| 1 | | Section 6-21 of the Probate Act of 1975 or Section 20-35 of | 2 | | this Act, the Court shall determine the electronic will a is | 3 | | tamper-evident electronic record and has not been altered | 4 | | apart from the electronic signatures and other information | 5 | | that arises in the normal course of communication, storage, | 6 | | and display. | 7 | | Section 20-45. Formal proof of will witnessed under the | 8 | | Electronic Commerce Security Act. Testimony or other evidence | 9 | | at a hearing for formal proof of a will under Section 6-21 of | 10 | | the Probate of 1975 by a remote witness who witnessed the will | 11 | | under Section 95-20 of the Electronic Commerce Security Act | 12 | | shall establish the testator and remote witness substantially | 13 | | complied with the requirements of Section 95-20 of the | 14 | | Electronic Commerce Security Act and the remote witness | 15 | | believed the testator to be of sound mind and memory at the | 16 | | time of the signing. Formal proof of a will signed under | 17 | | Section 95-20 of the Electronic Commerce Security Act does not | 18 | | require testimony or other evidence that the remote witness | 19 | | attested to the will in the presence of the testator. | 20 | | Testimony by the remote witness that conflicts with a | 21 | | statement in the attestation clause or affidavit that the | 22 | | remote witness attested to the will in the presence of the | 23 | | testator does not affect proof of the will or the credibility | 24 | | of the remote witness. |
| | | SB0072 | - 19 - | LRB102 04343 LNS 14361 b |
|
| 1 | | Article 95. Amendatory Provisions | 2 | | Section 95-5. The Electronic Commerce Security Act is | 3 | | amended by changing Sections 5-115, 5-120, 5-125, and 10-130 | 4 | | as follows:
| 5 | | (5 ILCS 175/5-115)
| 6 | | Sec. 5-115. Electronic records.
| 7 | | (a) Where a rule of law requires information to be | 8 | | "written" or
"in writing", or provides for
certain | 9 | | consequences if it is not, an electronic record satisfies that | 10 | | rule of
law.
| 11 | | (b) The provisions of this Section shall not apply:
| 12 | | (1) when its application would involve a construction | 13 | | of a rule of law
that
is clearly
inconsistent with the | 14 | | manifest intent of the lawmaking body or repugnant to the
| 15 | | context of the
same rule of law, provided that the mere | 16 | | requirement that information be "in
writing", "written",
| 17 | | or "printed" shall not by itself be sufficient to | 18 | | establish such intent;
| 19 | | (2) to any rule of law governing the creation or | 20 | | execution of a will or
trust ; and
| 21 | | (3) to any record that serves as a unique and | 22 | | transferable instrument of
rights and
obligations under | 23 | | the Uniform Commercial Code including, without limitation, | 24 | | negotiable instruments and other
instruments of title
|
| | | SB0072 | - 20 - | LRB102 04343 LNS 14361 b |
|
| 1 | | wherein possession of the instrument is deemed to confer | 2 | | title, unless an
electronic version of
such record is | 3 | | created, stored, and transferred in a manner that allows | 4 | | for the
existence of only
one unique, identifiable, and | 5 | | unalterable original with the functional
attributes of an | 6 | | equivalent
physical instrument, that can be possessed by | 7 | | only one person, and which cannot
be copied
except in a | 8 | | form that is readily identifiable as a copy.
| 9 | | (Source: P.A. 101-163, eff. 1-1-20 .)
| 10 | | (5 ILCS 175/5-120)
| 11 | | Sec. 5-120. Electronic signatures.
| 12 | | (a) Where a rule of law requires a signature, or provides | 13 | | for certain
consequences if a
document is not signed, an | 14 | | electronic signature satisfies that rule of law.
| 15 | | (a-5) In the course of exercising any permitting, | 16 | | licensing, or other regulatory function, a municipality may | 17 | | accept, but shall not require, documents with an electronic | 18 | | signature, including, but not limited to, the technical | 19 | | submissions of a design professional with an electronic | 20 | | signature. | 21 | | (b) An electronic signature may be proved in any manner, | 22 | | including by
showing that a
procedure existed by which a party | 23 | | must of necessity have executed a symbol or
security procedure | 24 | | for
the purpose of verifying that an electronic record is that | 25 | | of such party in
order to proceed further with a
transaction.
|
| | | SB0072 | - 21 - | LRB102 04343 LNS 14361 b |
|
| 1 | | (c) The provisions of this Section shall not apply:
| 2 | | (1) when its application would involve a construction | 3 | | of a rule of law
that is clearly
inconsistent with the | 4 | | manifest intent of the lawmaking body or repugnant to the
| 5 | | context of the
same rule of law, provided that the mere | 6 | | requirement of a "signature" or that a
record be
"signed" | 7 | | shall not by itself be sufficient to establish such | 8 | | intent;
| 9 | | (2) to any rule of law governing the creation or | 10 | | execution of a will or
trust ; and
| 11 | | (3) to any record that serves as a unique and | 12 | | transferable instrument of
rights and
obligations under | 13 | | the Uniform Commercial Code including, without limitation, | 14 | | negotiable instruments and other
instruments of title
| 15 | | wherein possession of the instrument is deemed to confer | 16 | | title, unless an
electronic version of
such record is | 17 | | created, stored, and transferred in a manner that allows | 18 | | for the
existence of only
one unique, identifiable, and | 19 | | unalterable original with the functional
attributes of an | 20 | | equivalent
physical instrument, that can be possessed by | 21 | | only one person, and which cannot
be copied
except in a | 22 | | form that is readily identifiable as a copy.
| 23 | | (Source: P.A. 101-163, eff. 1-1-20 .)
| 24 | | (5 ILCS 175/5-125)
| 25 | | Sec. 5-125. Original.
|
| | | SB0072 | - 22 - | LRB102 04343 LNS 14361 b |
|
| 1 | | (a) Where a rule of law requires information to be | 2 | | presented or retained in
its original form,
or provides | 3 | | consequences for the information not being presented or | 4 | | retained in
its original form, that
rule of law is satisfied by | 5 | | an electronic record if there exists reliable
assurance as to | 6 | | the integrity of the
information from the time when it was | 7 | | first generated in its final form, as an
electronic record or
| 8 | | otherwise.
| 9 | | (b) The criteria for assessing integrity shall be whether | 10 | | the information
has remained
complete and unaltered, apart | 11 | | from the addition of any endorsement or other
information that | 12 | | arises in
the normal course of communication, storage and | 13 | | display. The standard of
reliability required to ensure that | 14 | | information has remained complete and
unaltered shall be
| 15 | | assessed in the light of the purpose for which the information | 16 | | was generated
and in the light of all the
relevant | 17 | | circumstances.
| 18 | | (c) The provisions of this Section do not apply to any | 19 | | record that serves as
a unique and
transferable instrument of | 20 | | rights and obligations under the Uniform Commercial Code | 21 | | including, without
limitation, negotiable instruments and
| 22 | | other instruments of title wherein possession of the | 23 | | instrument is deemed to
confer title, unless an
electronic | 24 | | version of such record is created, stored, and transferred in | 25 | | a
manner that allows for the
existence of only one unique, | 26 | | identifiable, and unalterable original with the
functional |
| | | SB0072 | - 23 - | LRB102 04343 LNS 14361 b |
|
| 1 | | attributes of an
equivalent physical instrument, that can be | 2 | | possessed by only one person, and
which cannot be copied
| 3 | | except in a form that is readily identifiable as a copy.
| 4 | | (Source: P.A. 90-759, eff. 7-1-99.)
| 5 | | (5 ILCS 175/10-130)
| 6 | | Sec. 10-130. Attribution of signature.
| 7 | | (a) Except as provided by another applicable rule of law, | 8 | | a secure
electronic signature is
attributable to the person to | 9 | | whom it correlates, whether or not authorized,
if:
| 10 | | (1) the electronic signature resulted from acts of a | 11 | | person that obtained
the
signature device or other | 12 | | information necessary to create the signature from a
| 13 | | source under the
control of the alleged signer, creating | 14 | | the appearance that it came from that
party;
| 15 | | (2) the access or use occurred under circumstances | 16 | | constituting a failure
to
exercise
reasonable care by the | 17 | | alleged signer; and
| 18 | | (3) the relying party relied reasonably and in good | 19 | | faith to its detriment
on the
apparent source of the | 20 | | electronic record.
| 21 | | (b) The provisions of this Section shall not apply to | 22 | | transactions and documents intended
primarily for
personal, | 23 | | family, or household use, or otherwise defined as consumer
| 24 | | transactions by applicable law
including, but not limited to, | 25 | | credit card and automated teller machine
transactions except |
| | | SB0072 | - 24 - | LRB102 04343 LNS 14361 b |
|
| 1 | | to the
extent allowed by
applicable consumer law , trust | 2 | | agreements, powers of attorney for property or health care, | 3 | | beneficiary designation forms, and deeds transferring | 4 | | residential real property .
| 5 | | (Source: P.A. 90-759, eff. 7-1-99 .)
| 6 | | Section 95-10. The Probate Act of 1975 is amended by | 7 | | changing Sections 1-2.18, 6-5, 6-6, 8-1, and 8-2 and by adding | 8 | | Sections 1-2.25 and 1-2.26 as follows:
| 9 | | (755 ILCS 5/1-2.18) (from Ch. 110 1/2, par. 1-2.18)
| 10 | | Sec. 1-2.18. "Will" includes electronic will, certified | 11 | | paper copy of an electronic will, testament and codicil. | 12 | | (Source: P.A. 81-213.)
| 13 | | (755 ILCS 5/1-2.25 new) | 14 | | Sec. 1-2.25. Where this Act requires information to be | 15 | | "written" or "in writing", or provides for certain | 16 | | consequences if it is not, an electronic record under the | 17 | | Electronic Wills and Remote Witnesses Act satisfies the | 18 | | provisions of this Act. | 19 | | (755 ILCS 5/1-2.26 new) | 20 | | Sec. 1-2.26. "In the presence of" and any variation | 21 | | thereof includes: | 22 | | (1) being in the same physical location as another person |
| | | SB0072 | - 25 - | LRB102 04343 LNS 14361 b |
|
| 1 | | and close enough to see and know the other person is signing a | 2 | | document; or | 3 | | (2) being in a different physical location from another | 4 | | person, but able, using electronic means, to see, hear, | 5 | | communicate, and know that the person is signing a document in | 6 | | real time.
| 7 | | (755 ILCS 5/6-5) (from Ch. 110 1/2, par. 6-5)
| 8 | | Sec. 6-5. Deposition of witness. ) When a witness to a will | 9 | | or other party who shall testify to have a will admitted to | 10 | | probate resides outside
the county in which the will is | 11 | | offered for probate or is
unable to attend court and can be | 12 | | found and is mentally and physically capable
of testifying, | 13 | | the court, upon the petition of any person seeking probate
of | 14 | | the will and upon such notice of the petition to persons | 15 | | interested as
the court directs, may issue a commission with | 16 | | the will or a photographic
copy thereof attached. The | 17 | | commission shall be directed to any judge, notary
public, | 18 | | mayor or other chief magistrate of a city or United States | 19 | | consul,
vice-consul, consular agent, secretary of legation or | 20 | | commissioned officer
in active service of the armed forces of | 21 | | the United States and shall authorize
and require the | 22 | | authorized person him to cause that witness or other party to | 23 | | come before the authorized person him at such time and
place as | 24 | | the authorized person he designates and to take the deposition | 25 | | of the witness or other party on oath
or affirmation and upon |
| | | SB0072 | - 26 - | LRB102 04343 LNS 14361 b |
|
| 1 | | all such written interrogatories
and cross-interrogatories as | 2 | | may be enclosed with the commission. With
the least possible | 3 | | delay the person taking the deposition shall certify
it, the | 4 | | commission, and the interrogatories to the court from which | 5 | | the
commission issued. When the deposition of a witness or | 6 | | other party is so taken and returned
to the court, the his | 7 | | testimony of the witness or other party has the same effect as | 8 | | if the witness or other party he testified in the
court from | 9 | | which the commission issued. When the commission is issued to
| 10 | | the officer by his official title only and not by name, the | 11 | | seal of the his
office attached to the officer's his | 12 | | certificate is sufficient evidence of the officer's his | 13 | | identity
and official character.
| 14 | | (Source: P.A. 95-331, eff. 8-21-07.)
| 15 | | (755 ILCS 5/6-6) (from Ch. 110 1/2, par. 6-6)
| 16 | | Sec. 6-6. Proof of handwriting of a deceased or | 17 | | inaccessible witness or a witness with a disability. )
| 18 | | (a) If a witness to a will or other party who shall testify | 19 | | to have a will admitted (1) is dead, (2) is blind, (3) is | 20 | | mentally or
physically incapable of testifying, (4) cannot be | 21 | | found, (5) is in active
service of the armed forces of the | 22 | | United States or (6) is outside this
State, the court may admit | 23 | | proof of the handwriting of the witness or other party and such
| 24 | | other secondary evidence as is admissible in any court of | 25 | | record to establish
electronic records or written contracts |
| | | SB0072 | - 27 - | LRB102 04343 LNS 14361 b |
|
| 1 | | and may admit the will to probate as though it had been
proved | 2 | | by the testimony of the witness or other party . On motion of | 3 | | any interested person
or on its own motion, the court may | 4 | | require that the deposition of any such
witness or other | 5 | | party , who can be found, is mentally and physically capable of | 6 | | testifying
and is not in the active service of the armed forces | 7 | | of the United States
outside of the continental United States, | 8 | | be taken as the best evidence thereof.
| 9 | | (b) As used in this Section, "continental United States" | 10 | | means the States
of the United States and the District of | 11 | | Columbia.
| 12 | | (Source: P.A. 99-143, eff. 7-27-15.)
| 13 | | (755 ILCS 5/8-1) (from Ch. 110 1/2, par. 8-1)
| 14 | | Sec. 8-1.
Contest of
admission of will to probate; notice.
| 15 | | (a) Within 6 months after the admission
to probate of a | 16 | | domestic will in accordance with the provisions
of Section 6-4 | 17 | | or Section 20-20 or 20-25 of the Electronic Wills and Remote | 18 | | Witnesses Act , or of a foreign will in accordance with the | 19 | | provisions of
Article VII of this Act , any interested person | 20 | | may file a petition in the proceeding
for the administration | 21 | | of the testator's estate or, if no proceeding is
pending,
in | 22 | | the court in which the will was admitted to probate, to contest | 23 | | the validity
of the will.
| 24 | | (b) The petitioner shall cause a copy of the petition to be | 25 | | mailed or
delivered
to the representative, to his or her
|
| | | SB0072 | - 28 - | LRB102 04343 LNS 14361 b |
|
| 1 | | attorney of
record, and to each heir and legatee whose name is | 2 | | listed in the petition to
admit the will to probate and in any | 3 | | amended petition filed in accordance with
Section 6-11,
at the | 4 | | address stated in the petition or amended petition. Filing a
| 5 | | pleading constitutes a waiver of the mailing or delivery of | 6 | | the notice to the
person filing the pleading. Failure to mail | 7 | | or deliver a copy of the petition
to an heir or a legatee does | 8 | | not extend the time within which a petition to
contest
the will | 9 | | may be filed under subsection (a) of this Section or affect the
| 10 | | validity of the judgement entered in the proceeding.
| 11 | | (c) Any contestant or proponent may demand a
trial by | 12 | | jury. An issue
shall be made whether or not the instrument | 13 | | produced is
the will of the testator. The contestant shall in | 14 | | the first instance proceed
with proof to establish the | 15 | | invalidity of the will. At the close of the
contestant's case, | 16 | | the proponent may present evidence to sustain the will.
An | 17 | | authenticated transcript of the testimony of any witness or | 18 | | other party taken at the
time of the hearing on the admission | 19 | | of the will to probate, or an affidavit
of any witness or other | 20 | | party received as evidence under subsection 6-4(b) , paragraphs | 21 | | (c) and (e) of Section 20-20 of the Electronic Wills and Remote | 22 | | Witnesses Act, or Section 20-25 of the Electronic Wills and | 23 | | Remote Witnesses Act , is admissible in
evidence.
| 24 | | (d) The right to institute or continue a proceeding to | 25 | | contest the validity
of a will survives and descends to the | 26 | | heir, legatee, representative, grantee
or assignee of the |
| | | SB0072 | - 29 - | LRB102 04343 LNS 14361 b |
|
| 1 | | person entitled to institute the proceeding.
| 2 | | (e) It is the duty of the representative to defend a | 3 | | proceeding to contest
the validity of the will. The court may | 4 | | order the representative to defend
the proceeding or prosecute | 5 | | an appeal from the judgment. If the representative
fails or | 6 | | refuses to do so when ordered by the court, or if there is no
| 7 | | representative then acting, the court, upon its
motion or on | 8 | | application of any interested person, may appoint a special
| 9 | | administrator to defend or appeal in his stead.
| 10 | | (f) An action to set aside or contest the validity of a | 11 | | revocable inter
vivos trust agreement or declaration of trust | 12 | | to which a legacy is provided by
the settlor's will which is | 13 | | admitted to probate shall be commenced within and
not after | 14 | | the time to contest the validity of a will as provided in
| 15 | | subsection (a) of this Section
and Section 13-223 of the Code | 16 | | of Civil Procedure.
| 17 | | (g) This amendatory Act of 1995 applies to pending cases | 18 | | as well as cases
commenced on or after its effective date.
| 19 | | (Source: P.A. 89-364, eff. 8-18-95.)
| 20 | | (755 ILCS 5/8-2) (from Ch. 110 1/2, par. 8-2)
| 21 | | Sec. 8-2. Contest of denial of admission of will to | 22 | | probate.
| 23 | | (a) Within
6 months after the entry of an order denying | 24 | | admission to probate of a domestic
will in accordance with the | 25 | | provisions of Section 6-4 or Section 20-20 or 20-25 of the |
| | | SB0072 | - 30 - | LRB102 04343 LNS 14361 b |
|
| 1 | | Electronic Wills and Remote Witnesses Act , or of a foreign | 2 | | will
in accordance with the provisions of Article VII of this | 3 | | Act , any interested person
desiring to contest the denial of | 4 | | admission may file a petition to admit
the will to probate in | 5 | | the proceeding for the administration of the
decedent's estate
| 6 | | or, if no proceeding is pending, in the court which
denied | 7 | | admission of the
will to probate. The petition must state the | 8 | | facts required to be stated
in Section 6-2 or 6-20, whichever | 9 | | is applicable.
| 10 | | (b) The petitioner shall cause a copy of the petition to be | 11 | | mailed or
delivered
to the representative, to his or her | 12 | | attorney of record, and to
each
heir and legatee whose name is | 13 | | listed in the petition to admit the will to
probate and in any | 14 | | amended petition filed in accordance with Section 6-11, at
the | 15 | | address stated in the petition or amended petition. Filing a | 16 | | pleading
constitutes a waiver of the
mailing or delivery of | 17 | | the notice to the person
filing the pleading. Failure to mail | 18 | | or deliver a copy of the petition to an
heir or legatee does | 19 | | not extend the time within which a petition to admit the
will
| 20 | | to probate may be filed under subsection (a) of Section 8-1 or
| 21 | | affect the validity of the judgment entered in the proceeding.
| 22 | | (c) Any proponent or contestant may demand a
trial by | 23 | | jury. An issue
shall be made whether or not the instrument | 24 | | produced is the will of the
testator. The proponent shall in | 25 | | the first instance proceed
with proof to establish the | 26 | | validity of the will and may introduce any evidence
competent |
| | | SB0072 | - 31 - | LRB102 04343 LNS 14361 b |
|
| 1 | | to establish a will. Any interested person may oppose the | 2 | | petition
and may introduce any evidence admissible in a will | 3 | | contest under Section
8-1. At the close of the contestant's | 4 | | case, the proponent may present further
evidence to sustain | 5 | | the will.
| 6 | | (d) The right to institute or continue a proceeding to | 7 | | contest the denial
of admission of a will to probate survives | 8 | | and descends to the heir, legatee,
representative, grantee or | 9 | | assignee of the person entitled to institute
the proceeding.
| 10 | | (e) The court may order the representative to defend a | 11 | | proceeding to probate
the will or prosecute an appeal from the | 12 | | judgment. If the representative
fails or refuses to do so when | 13 | | ordered by the court, or if there is no
representative then | 14 | | acting, the court, upon its
motion or on application of any | 15 | | interested person, may appoint a special
administrator to do | 16 | | so in his stead.
| 17 | | (f) A person named as executor in a will that has been | 18 | | denied admission
to probate has no duty to file or support a | 19 | | petition under Section 8-2.
| 20 | | (g) This amendatory Act of 1995 applies to pending cases | 21 | | as well as cases
commenced on or after its effective date.
| 22 | | (Source: P.A. 89-364, eff. 8-18-95.)
| 23 | | Article 99. Effective Date
| 24 | | Section 99-99. Effective date. This Act takes effect upon | 25 | | becoming law.
| | | | SB0072 | - 32 - | LRB102 04343 LNS 14361 b |
|
| 1 | |
INDEX
| 2 | |
Statutes amended in order of appearance
| | 3 | | New Act | | | 4 | | 5 ILCS 175/5-115 | | | 5 | | 5 ILCS 175/5-120 | | | 6 | | 5 ILCS 175/5-125 | | | 7 | | 5 ILCS 175/10-130 | | | 8 | | 755 ILCS 5/1-2.18 | from Ch. 110 1/2, par. 1-2.18 | | 9 | | 755 ILCS 5/1-2.25 new | | | 10 | | 755 ILCS 5/1-2.26 new | | | 11 | | 755 ILCS 5/6-5 | from Ch. 110 1/2, par. 6-5 | | 12 | | 755 ILCS 5/6-6 | from Ch. 110 1/2, par. 6-6 | | 13 | | 755 ILCS 5/8-1 | from Ch. 110 1/2, par. 8-1 | | 14 | | 755 ILCS 5/8-2 | from Ch. 110 1/2, par. 8-2 |
| |
|