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Rep. Daniel Didech
Filed: 5/10/2021
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1 | | AMENDMENT TO SENATE BILL 730
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2 | | AMENDMENT NO. ______. Amend Senate Bill 730 by replacing |
3 | | everything after the enacting clause with the following:
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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 |
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1 | | this Act is executed in this State; however, executing a |
2 | | document under this Act does not automatically confer |
3 | | jurisdiction in the courts of this State. |
4 | | Section 1-15. Relation to Probate Act of 1975 and common |
5 | | law. All electronic wills, paper copies of electronic wills, |
6 | | and wills attested to under this Act are subject to all |
7 | | requirements of the Probate Act of 1975 and the common law, but |
8 | | to the extent the common law or any provision of the Probate |
9 | | Act of 1975 conflicts with or is modified by this Act, the |
10 | | requirements of this Act control. |
11 | | Section 1-20. Definitions. As used in this Act: |
12 | | "Audio-video communication" means communication by which a |
13 | | person can hear, see, and communicate with another person in |
14 | | real time using electronic means. A person's visual or hearing |
15 | | impairment does not prohibit or limit that person's use of |
16 | | audio-visual communication under this Act. |
17 | | "Electronic record" means a record generated, |
18 | | communicated, received, or stored by electronic means for use |
19 | | in an information system or for transmission from one |
20 | | information system to another. |
21 | | "Electronic signature" means a signature in electronic |
22 | | form that uses a security procedure under the Electronic |
23 | | Commerce Security Act and attached to or logically associated |
24 | | with an electronic record. |
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1 | | "Electronic will" is a will that is created and maintained |
2 | | as a tamper-evident electronic record. |
3 | | "Identity proofing" means a process or service through |
4 | | which a third person affirms the identity of an individual |
5 | | through a review of personal information from public and |
6 | | proprietary data sources, including: (1) by means of dynamic |
7 | | knowledge-based authentication, including a review of personal |
8 | | information from public or proprietary data sources; or (2) by |
9 | | means of an analysis of biometric data, including, but not |
10 | | limited to, facial recognition, voiceprint analysis, or |
11 | | fingerprint analysis. |
12 | | "Paper copy" means a tamper-evident electronic record that |
13 | | is printed and contains the following: (1) the text of the |
14 | | document; (2) the electronic signature of the signer; (3) a |
15 | | readable copy of the evidence of any changes displayed in the |
16 | | electronic record; and (4) any exhibits, attestation clauses, |
17 | | affidavits, or other items forming a part of the document or |
18 | | contained in the electronic record. |
19 | | "Paper document" means a document that is written or |
20 | | printed on paper. |
21 | | "Physical presence" means being in the same physical |
22 | | location as another person and close enough to see and know the |
23 | | other person is signing a document. |
24 | | "Presence" includes: (1) physical presence; or (2) being |
25 | | in a different physical location from another person, but |
26 | | able, using audio-video communication, to know the person is |
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1 | | signing a document in real time. |
2 | | "Remote witness" means a person attesting to a document |
3 | | who is in the presence of the signer or testator through |
4 | | audio-video communication. |
5 | | "Rule of law" means any statute, ordinance, common law |
6 | | rule, court decision, or other rule of law enacted, |
7 | | established, or promulgated by this State or any agency, |
8 | | commission, department, court, other authority, or political |
9 | | subdivision of this State. |
10 | | "Signature" includes an electronic signature and an ink |
11 | | signature. |
12 | | "Tamper-evident" means a feature of an electronic record |
13 | | by which any change to the electronic record is displayed. |
14 | | Article 5. Electronic Wills |
15 | | Section 5-5. Signing electronic wills. |
16 | | (a) To be valid under this Act, an electronic will shall be |
17 | | executed by the testator or by some person in the testator's |
18 | | presence and at the testator's direction, and attested to in |
19 | | the testator's presence by 2 or more credible witnesses. |
20 | | (b) The testator may sign the electronic will with the |
21 | | testator's electronic signature or may direct another person |
22 | | in the presence of the testator to sign the electronic will. A |
23 | | person signing at the testator's direction shall not be an |
24 | | attesting witness, a person receiving a beneficial legacy or |
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1 | | interest under the will, or the spouse or child of a person |
2 | | receiving a beneficial legacy or interest under the will. |
3 | | (c) Each witness shall sign the electronic will with an |
4 | | electronic signature in the presence of the testator after |
5 | | seeing the testator sign, seeing the testator direct another |
6 | | person in the testator's presence to sign, or seeing the |
7 | | testator acknowledge the signature as the testator's act. |
8 | | (d) If the will is attested to by a remote witness, the |
9 | | requirements for an attestation by a remote witness under |
10 | | Section 15-10 also apply. |
11 | | Section 5-10. Revocation. |
12 | | (a) An electronic will may be revoked in the following |
13 | | ways: |
14 | | (1) execution of a later will declaring the |
15 | | revocation; |
16 | | (2) execution of a later will to the extent that it is |
17 | | inconsistent with the prior will; or |
18 | | (3) execution of a written instrument by the testator |
19 | | declaring the revocation. |
20 | | (b) If there is evidence that a testator signed an |
21 | | electronic will and neither an electronic will nor a certified |
22 | | paper copy of the electronic will can be located after a |
23 | | testator's death, there is a presumption that the testator |
24 | | revoked the electronic will even if no instrument or later |
25 | | will revoking the electronic will can be located. |
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1 | | Section 5-15. Digital assets and electronic commerce. |
2 | | (a) At any time during the administration of the estate |
3 | | without further notice or, if there is no grant of |
4 | | administration, upon such notice and in such a manner as the |
5 | | court directs, the court may issue an order under the Revised |
6 | | Uniform Fiduciary Access to Digital Assets Act (2015) for a |
7 | | custodian of an account held under a terms-of-service |
8 | | agreement to disclose digital assets for the purposes of |
9 | | obtaining an electronic will from a deceased user's account. |
10 | | If there is no grant of administration at the time the court |
11 | | issues the order, the court's order shall grant disclosure to |
12 | | the petitioner who is deemed a personal representative under |
13 | | the Revised Uniform Fiduciary Access to Digital Assets Act |
14 | | (2015). |
15 | | (b) Except as specified in this Act, the Electronic |
16 | | Commerce Security Act does not apply to the execution or |
17 | | revocation of an electronic will. |
18 | | Article 10. Certified Paper Copies |
19 | | Section 10-5. Certified paper copy. Where a rule of law |
20 | | requires information to be presented or retained in its |
21 | | original form, or provides consequences for the information |
22 | | not being presented or retained in its original form, that |
23 | | rule of law is satisfied by a certified paper copy of the |
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1 | | electronic record. |
2 | | Section 10-10. Creation of a certified paper copy. |
3 | | (a) A certified paper copy is a paper copy of an electronic |
4 | | record that has been certified by the person who converts the |
5 | | electronic record to a paper copy. |
6 | | (b) The person certifying a paper copy shall state the |
7 | | following: |
8 | | (1) the date that the person prepared the paper copy; |
9 | | (2) the name of the person who prepared the paper |
10 | | copy; |
11 | | (3) the date that the person who prepared the paper |
12 | | copy came into possession of the electronic record; |
13 | | (4) a description of how the person who prepared the |
14 | | paper copy came into possession of the electronic record; |
15 | | (5) confirmation that the paper copy is a complete and |
16 | | correct copy of the electronic record; and |
17 | | (6) confirmation that the electronic record is a |
18 | | tamper-evident electronic record. |
19 | | (c) The statements by a person who prepares a certified |
20 | | paper copy shall be made by: |
21 | | (1) testimony before the court; |
22 | | (2) a written statement certified under Section 1-109 |
23 | | of the Code of Civil Procedure attached to the paper copy; |
24 | | or |
25 | | (3) an affidavit attached to the paper copy. |
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1 | | (d) A certified paper copy of a tamper-evident electronic |
2 | | record, other than an electronic will, may be created any time |
3 | | after the signer signs the electronic record under the |
4 | | Electronic Commerce Security Act. |
5 | | (e) A certified paper copy of an electronic will may be |
6 | | created any time after the testator signs the electronic will |
7 | | or directs another person in the testator's presence to sign |
8 | | the electronic will. |
9 | | Section 10-15. Witnessing a certified paper copy. |
10 | | (a) A certified paper copy of an electronic record may be |
11 | | witnessed after it is prepared. The witness shall be in the |
12 | | signer's presence when the signer acknowledges the electronic |
13 | | signature as the signer's act. |
14 | | (b) If an electronic will is not attested to by 2 or more |
15 | | credible witnesses, a certified paper copy of the electronic |
16 | | will may be attested to by witnesses in the testator's |
17 | | presence after the testator acknowledges the electronic |
18 | | signature as the testator's act. |
19 | | Article 15. Remote Witnesses |
20 | | Section 15-5. Remote witness for document other than a |
21 | | will. |
22 | | (a) A person may witness any document, other than a will, |
23 | | using audio-video communication between the individual signing |
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1 | | the document and the witness. The signatures may be contained |
2 | | in a single document or the document may be signed in |
3 | | counterparts. The counterparts of a document may be electronic |
4 | | records, paper copies, or any combination thereof. |
5 | | (b) During the audio-video communication: |
6 | | (1) the witness shall determine the identity of the |
7 | | signer; |
8 | | (2) the signer of the document shall sign the |
9 | | document; if the document is an electronic record, it |
10 | | shall be a tamper-evident electronic record; and |
11 | | (3) the witness shall sign the document previously |
12 | | signed or acknowledged by the signer, or if signed in |
13 | | counterparts, a separate witness's signature page of the |
14 | | document. |
15 | | (c) If the witness is signing a document in counterparts, |
16 | | then the witness's signed signature page or a copy of the same |
17 | | shall be attached to the document within 10 business days of |
18 | | the signing and before the signer's death or incapacity. The |
19 | | document becomes effective when the witness's signed signature |
20 | | page or a copy of the same is attached to the document. |
21 | | Section 15-10. Remote attestation for will. |
22 | | (a) To be valid under this Act, a will attested to through |
23 | | audio-video communication shall designate this State as its |
24 | | place of execution, be signed by the testator or by some person |
25 | | at the testator's direction and in the testator's presence, |
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1 | | and be attested to in the presence of the testator by 2 or more |
2 | | credible witnesses who are located in the United States at the |
3 | | time of the attestation. |
4 | | (b) The will being attested to by audio-video |
5 | | communication may be an electronic will, a paper copy of an |
6 | | electronic will, or a paper document. An electronic will being |
7 | | attested to shall be a single document containing all the |
8 | | signature pages, attestation clauses, and affidavits forming a |
9 | | part of the will. A will that is a paper copy of an electronic |
10 | | will or a paper document may have separate signature pages, |
11 | | attestation clauses, or affidavits that are electronic records |
12 | | or paper documents. Separate signature pages, attestation |
13 | | clauses, or affidavits may be distributed to the witness |
14 | | before the audio-video communication. |
15 | | (c) The testator shall sign the will or direct a person in |
16 | | the testator's presence to sign. A person signing at the |
17 | | testator's direction shall not be an attesting witness, a |
18 | | person receiving a beneficial legacy or interest under the |
19 | | will, or the spouse or child of a person receiving a beneficial |
20 | | legacy or interest under the will. |
21 | | (d) During an audio-video communication: |
22 | | (1) the witness shall determine the testator's |
23 | | identity; |
24 | | (2) the testator shall sign the will, direct another |
25 | | person in the testator's presence to sign the will, or |
26 | | acknowledge the signature as the testator's act; and |
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1 | | (3) the witness shall attest to the will in the |
2 | | testator's presence. |
3 | | (e) If the will consists of separate signature pages, |
4 | | attestation clauses, or affidavits forming a part of the will, |
5 | | the testator or a person appointed by the testator shall |
6 | | attach the witness's signed signature page, attestation |
7 | | clause, or affidavit forming a part of the will or a copy of |
8 | | the same to the paper document containing the testator's |
9 | | signature or a paper copy of the electronic will within 10 |
10 | | business days of the attestation. |
11 | | Section 15-15. Determining a signer's or testator's |
12 | | identity. A witness shall determine a signer's or testator's |
13 | | identity by one or more of the following methods: |
14 | | (1) personal knowledge; |
15 | | (2) a government-issued identification; |
16 | | (3) another form of identification that includes a |
17 | | photograph of the holder; or |
18 | | (4) identity proofing. |
19 | | Section 15-20. Remote witnessing and notarization during |
20 | | the COVID-19 emergency declaration. |
21 | | (a) The purpose of this Section is to give statutory |
22 | | approval to the notary and witness guidelines provided in |
23 | | Executive Order 2020-14. |
24 | | (b) Notwithstanding any provision of law or rule, |
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1 | | effective March 26, 2020 and ending 30 days after the |
2 | | expiration of the Governor's emergency declaration regarding |
3 | | COVID-19, a notarial act or an act of witnessing, including |
4 | | when a person must "appear before", act "in the presence of", |
5 | | or any variation thereof, may be performed through means of |
6 | | 2-way audio-video communication technology that allows for |
7 | | direct contemporaneous interaction by sight and sound between |
8 | | the individual signing the document, the witness, and the |
9 | | notary public. |
10 | | (c) A notarial act satisfies the "appearing before" |
11 | | requirement under Section 6-102 of the Illinois Notary Public |
12 | | Act if the notary public performs a remote notarization via |
13 | | 2-way audio-video communication technology, if the notary |
14 | | public commissioned in this State is physically within the |
15 | | State while performing the notarial act and the transaction |
16 | | follows any guidance or rules provided by the Secretary of |
17 | | State in existence on the date of notarization. |
18 | | (d) An act of witnessing and the technology used in the |
19 | | audio-video communication shall substantially comply with the |
20 | | following process: |
21 | | (1) the 2-way audio-video communication shall be |
22 | | recorded and preserved by the signatory or the signatory's |
23 | | designee for a period of at least 3 years; |
24 | | (2) the signatory shall attest to being physically |
25 | | located in the State during the 2-way audio-video |
26 | | communication; |
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1 | | (3) the witness shall attest to being physically |
2 | | located in the State during the 2-way audio-video |
3 | | communication; |
4 | | (4) the signatory shall affirmatively state on the |
5 | | 2-way audio-video communication what document the |
6 | | signatory is signing; |
7 | | (5) each page of the document being witnessed shall be |
8 | | shown to the witness on the 2-way audio-video |
9 | | communication technology in a means clearly legible to the |
10 | | witness; |
11 | | (6) the act of signing shall be captured sufficiently |
12 | | up close on the 2-way audio-video communication for the |
13 | | witness to observe; |
14 | | (7) the signatory shall transmit by overnight mail, |
15 | | fax, electronic, or other means a legible copy of the |
16 | | entire signed document directly to the witness no later |
17 | | than the day after the document is signed; |
18 | | (8) the witness shall sign the transmitted copy of the |
19 | | document as a witness and transmit the signed copy of the |
20 | | document back via overnight mail, fax, electronic, or |
21 | | other means to the signatory within 24 hours of receipt; |
22 | | and |
23 | | (9) if necessary, the witness may sign the original |
24 | | signed document as of the date of the original execution |
25 | | by the signatory if the witness receives the original |
26 | | signed document together with the electronically witnessed |
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1 | | copy within 30 days from the date of the remote |
2 | | witnessing. |
3 | | (e) The prohibition on electronic signatures on certain |
4 | | documents in subsection (c) of Section 120 of the Electronic |
5 | | Commerce Security Act remains in full effect. |
6 | | (f) Notwithstanding any law or rule of this State to the |
7 | | contrary, absent an express prohibition in a document against |
8 | | signing in counterparts, all legal documents, including, but |
9 | | not limited to, deeds, last wills and testaments, trusts, |
10 | | durable powers of attorney for property, and powers of |
11 | | attorney for health care, may be signed in counterparts by the |
12 | | witnesses and the signatory. A notary public shall be |
13 | | presented with a fax or electronic copy of the document |
14 | | signature pages showing the witness signatures on the same |
15 | | date the document is signed by the signatory if the notary |
16 | | public is being asked to certify to the appearance of the |
17 | | witnesses to a document. |
18 | | (g) Any technology issues that may occur do not impact the |
19 | | validity or effect of any instrument or document signed under |
20 | | this Section. As used in this Section, "technology issues" |
21 | | include, but are not limited to, problems with the Internet |
22 | | connection, user error related to the use of technology, the |
23 | | file containing a recorded act becoming corrupted, or other |
24 | | temporary malfunctions involving the technology used in an act |
25 | | of witnessing or a notarial act. |
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1 | | Article 20. Admission of Wills to Probate |
2 | | Section 20-5. Electronic will. In addition to the |
3 | | requirements of Section 6-2 of the Probate Act of 1975, the |
4 | | petitioner shall state in the petition to have an electronic |
5 | | will admitted to probate that the electronic will is a |
6 | | tamper-evident electronic record and it has not been altered |
7 | | apart from the electronic signatures and other information |
8 | | that arises in the normal course of communication, storage, |
9 | | and display. |
10 | | Section 20-10. Admission of paper copy of electronic will. |
11 | | Before being admitted to probate, a paper copy of an |
12 | | electronic will shall be: |
13 | | (1) certified under Section 10-10; or |
14 | | (2) supported by sufficient evidence to overcome the |
15 | | presumption under subsection (b) of Section 5-10 that the |
16 | | testator revoked the electronic will. |
17 | | Section 20-15. Admission of wills attested to by witnesses |
18 | | who are physically present. An electronic will or paper copy |
19 | | of an electronic will attested to by witnesses who are all in |
20 | | the testator's physical presence at the time of attestation |
21 | | shall be sufficiently proved under Section 6-4 of the Probate |
22 | | Act of 1975 to be admitted to probate. |
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1 | | Section 20-20. Admission of wills attested to by a remote |
2 | | witness. |
3 | | (a) A will, other than a will signed under Section 15-20, |
4 | | attested to by one or more remote witnesses is sufficiently |
5 | | proved to be admitted to probate when each of at least 2 of the |
6 | | attesting witnesses make the statements described in |
7 | | subsection (b), and if the testator appointed a person to |
8 | | attach any separate signature pages, attestation clauses, or |
9 | | affidavits forming a part of a paper copy of an electronic will |
10 | | or paper document, each appointed person, other than the |
11 | | testator, makes the statements described in subsection (d). |
12 | | (b) Each attesting witness shall state that: |
13 | | (1) the attesting witness was present and saw the |
14 | | testator or some person in the testator's presence and by |
15 | | the testator's direction sign the will in the presence of |
16 | | the witness or the testator acknowledged it to the witness |
17 | | as the testator's act; |
18 | | (2) the will was attested to by the witness in the |
19 | | presence of the testator; |
20 | | (3) the witness believed the testator to be of sound |
21 | | mind and memory at the time of signing or acknowledging |
22 | | the will; and |
23 | | (4) if the attesting witness is a remote witness, the |
24 | | method used to determine the testator's identity. |
25 | | (c) The statements of an attesting witness under |
26 | | subsection (b) may be made by: |
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1 | | (1) testimony before the court; |
2 | | (2) an attestation clause signed by the witness and |
3 | | attached to the will within 10 business days of the |
4 | | execution; |
5 | | (3) an affidavit that is signed by the witness at the |
6 | | time of attestation and is attached to the will within 10 |
7 | | business days; or |
8 | | (4) an affidavit that is signed after the time of |
9 | | attestation and is attached to an accurate copy of the |
10 | | will. |
11 | | (d) Any person appointed by the testator to attach to the |
12 | | will the witnesses' signed signature pages, attestation |
13 | | clauses, or affidavits forming a part of the will or copies of |
14 | | the same shall state: |
15 | | (1) that the signed signature pages, attestation |
16 | | clauses, or affidavits forming a part of the will or |
17 | | copies of the same were attached within 10 business days |
18 | | of each witness's attestation; |
19 | | (2) that the person attached the signed signature |
20 | | pages, attestation clauses, or affidavits forming a part |
21 | | of the will or copies of the same to the testator's |
22 | | complete and correct will; and |
23 | | (3) if the signed signature pages, attestation |
24 | | clauses, or affidavits forming a part of the will were |
25 | | signed as electronic records, the statements required to |
26 | | certify the paper copies of the electronic records under |
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1 | | Section 10-10. |
2 | | (e) The statements under subsection (d) by any person, |
3 | | other than the testator, attaching the attesting witnesses |
4 | | signature pages, attestation clauses, affidavits, or copies of |
5 | | the same may be made by: |
6 | | (1) testimony before the court; |
7 | | (2) a written statement certified under Section 1-109 |
8 | | of the Code of Civil Procedure that is signed and attached |
9 | | to the will when attaching the signature pages, |
10 | | attestation clauses, affidavits of the witnesses, or |
11 | | copies of the same; or |
12 | | (3) an affidavit signed at or after the time of |
13 | | attaching the signature pages, attestation clauses, |
14 | | affidavits of the witnesses, or copies of the same and |
15 | | attached to the will or an accurate copy of the will. |
16 | | Section 20-25. Admission of a will signed during the |
17 | | COVID-19 emergency declaration. A will attested to by a |
18 | | remote witness under Section 15-20 is sufficiently proved to |
19 | | be admitted to probate when each of at least 2 attesting |
20 | | witnesses: |
21 | | (1) sign an attestation clause or affidavit substantially |
22 | | complying with the statements required under subsection (a) of |
23 | | Section 6-4 of the Probate Act of 1975 within 48 hours of the |
24 | | act of witnessing, and the attestation clause, affidavit, or a |
25 | | copy of the same is attached to the will signed by the testator |
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1 | | or an accurate copy of the will; |
2 | | (2) sign an attestation clause or affidavit at or after |
3 | | the act of witnessing that is attached to the will or an |
4 | | accurate copy of the will stating the testator and remote |
5 | | witness to the will substantially complied with Section 15-20 |
6 | | and the remote witness believed the testator to be of sound |
7 | | mind and memory at the time of the signing; or |
8 | | (3) testify in court that the testator and remote witness |
9 | | substantially complied with Section 15-20 and that the remote |
10 | | witness believed the testator to be of sound mind and memory at |
11 | | the time of the signing. |
12 | | Section 20-30. Evidence of fraud, forgery, compulsion, or |
13 | | other improper conduct. Nothing in this Article prohibits any |
14 | | party from introducing evidence of fraud, forgery, compulsion, |
15 | | or other improper conduct that in the opinion of the court is |
16 | | deemed sufficient to invalidate the will when being admitted. |
17 | | The proponent may also introduce any other evidence competent |
18 | | to establish the validity of a will. If the proponent |
19 | | establishes the validity of the will by sufficient competent |
20 | | evidence, it shall be admitted to probate unless there is |
21 | | proof of fraud, forgery, compulsion, or other improper conduct |
22 | | that in the opinion of the court is deemed sufficient to |
23 | | invalidate the will. |
24 | | Section 20-35. Formal proof of will with remote witness |
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1 | | under Section 20-20. If a will has been admitted to probate |
2 | | under Section 20-20 before notice, any person entitled to |
3 | | notice under Section 6-10 of the Probate Act of 1975 may file a |
4 | | petition within 42 days after the effective date of the |
5 | | original order admitting the will to probate to require proof |
6 | | of the will, pursuant to this Section. The court shall set the |
7 | | matter for hearing upon such notice to interested persons as |
8 | | the court directs. At the hearing, the proponent shall |
9 | | establish the will by testimony of the relevant parties as |
10 | | provided in paragraph (1) of subsection (c) of Section 10-10, |
11 | | paragraph (1) of subsection (c) of Section 20-20, or paragraph |
12 | | (1) of subsection (e) of Section 20-20 or deposition of the |
13 | | relevant parties following the procedures in Section 6-5 of |
14 | | the Probate Act of 1975 or other evidence as provided in the |
15 | | Probate Act of 1975, but not as provided by paragraph (2) or |
16 | | (3) of subsection (c) of Section 10-10, paragraph (2) or (3) of |
17 | | subsection (c) of Section 20-20, or paragraph (2) or (3) of |
18 | | subsection (e) of Section 20-20, as if the will had not |
19 | | originally been admitted to probate. If the proponent |
20 | | establishes the will by sufficient competent evidence, the |
21 | | original order admitting it to probate and the original order |
22 | | appointing the representative shall be confirmed and effective |
23 | | as to all persons, including creditors, as of the dates of |
24 | | their entries, unless there is proof of fraud, forgery, |
25 | | compulsion, or other improper conduct that in the opinion of |
26 | | the court is sufficient to invalidate or destroy the will. The |
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1 | | time for filing a petition to contest a will under Section 8-1 |
2 | | of the Probate Act of 1975 is not extended by the filing of the |
3 | | petition under this Section if the order admitting the will to |
4 | | probate is confirmed, but if that order is vacated, the time |
5 | | for filing the petition under Section 8-2 of the Probate Act of |
6 | | 1975 runs from the date of vacation of the order admitting the |
7 | | will to probate. |
8 | | Section 20-40. Formal proof of an electronic will. If a |
9 | | petition is filed for proof of an electronic will under |
10 | | Section 6-21 of the Probate Act of 1975 or Section 20-35 of |
11 | | this Act, the Court shall determine whether the electronic |
12 | | will is a tamper-evident electronic record and has not been |
13 | | altered apart from the electronic signatures and other |
14 | | information that arises in the normal course of communication, |
15 | | storage, and display. |
16 | | Section 20-45. Formal proof of will witnessed during the |
17 | | COVID-19 emergency declaration. Testimony or other evidence |
18 | | at a hearing for formal proof of a will under Section 6-21 of |
19 | | the Probate of 1975 by a remote witness who witnessed the will |
20 | | under Section 15-20 shall establish the testator and remote |
21 | | witness substantially complied with the requirements of |
22 | | Section 15-20 and the remote witness believed the testator to |
23 | | be of sound mind and memory at the time of the signing. Formal |
24 | | proof of a will signed under Section 15-20 does not require |
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1 | | testimony or other evidence that the remote witness attested |
2 | | to the will in the presence of the testator. Testimony by the |
3 | | remote witness that conflicts with a statement in the |
4 | | attestation clause or affidavit that the remote witness |
5 | | attested to the will in the presence of the testator does not |
6 | | affect proof of the will or the credibility of the remote |
7 | | witness. |
8 | | Article 95. Amendatory Provisions |
9 | | Section 95-5. The Electronic Commerce Security Act is |
10 | | amended by changing Sections 5-115, 5-120, 5-125, and 10-130 |
11 | | as follows:
|
12 | | (5 ILCS 175/5-115)
|
13 | | Sec. 5-115. Electronic records.
|
14 | | (a) Where a rule of law requires information to be |
15 | | "written" or
"in writing", or provides for
certain |
16 | | consequences if it is not, an electronic record satisfies that |
17 | | rule of
law.
|
18 | | (b) The provisions of this Section shall not apply:
|
19 | | (1) when its application would involve a construction |
20 | | of a rule of law
that
is clearly
inconsistent with the |
21 | | manifest intent of the lawmaking body or repugnant to the
|
22 | | context of the
same rule of law, provided that the mere |
23 | | requirement that information be "in
writing", "written",
|
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1 | | or "printed" shall not by itself be sufficient to |
2 | | establish such intent;
|
3 | | (2) to any rule of law governing the creation or |
4 | | execution of a will or
trust ; and
|
5 | | (3) to any record that serves as a unique and |
6 | | transferable instrument of
rights and
obligations under |
7 | | the Uniform Commercial Code including, without limitation, |
8 | | negotiable instruments and other
instruments of title
|
9 | | wherein possession of the instrument is deemed to confer |
10 | | title, unless an
electronic version of
such record is |
11 | | created, stored, and transferred in a manner that allows |
12 | | for the
existence of only
one unique, identifiable, and |
13 | | unalterable original with the functional
attributes of an |
14 | | equivalent
physical instrument, that can be possessed by |
15 | | only one person, and which cannot
be copied
except in a |
16 | | form that is readily identifiable as a copy.
|
17 | | (Source: P.A. 101-163, eff. 1-1-20 .)
|
18 | | (5 ILCS 175/5-120)
|
19 | | Sec. 5-120. Electronic signatures.
|
20 | | (a) Where a rule of law requires a signature, or provides |
21 | | for certain
consequences if a
document is not signed, an |
22 | | electronic signature satisfies that rule of law.
|
23 | | (a-5) In the course of exercising any permitting, |
24 | | licensing, or other regulatory function, a municipality may |
25 | | accept, but shall not require, documents with an electronic |
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1 | | signature, including, but not limited to, the technical |
2 | | submissions of a design professional with an electronic |
3 | | signature. |
4 | | (b) An electronic signature may be proved in any manner, |
5 | | including by
showing that a
procedure existed by which a party |
6 | | must of necessity have executed a symbol or
security procedure |
7 | | for
the purpose of verifying that an electronic record is that |
8 | | of such party in
order to proceed further with a
transaction.
|
9 | | (c) The provisions of this Section shall not apply:
|
10 | | (1) when its application would involve a construction |
11 | | of a rule of law
that is clearly
inconsistent with the |
12 | | manifest intent of the lawmaking body or repugnant to the
|
13 | | context of the
same rule of law, provided that the mere |
14 | | requirement of a "signature" or that a
record be
"signed" |
15 | | shall not by itself be sufficient to establish such |
16 | | intent;
|
17 | | (2) to any rule of law governing the creation or |
18 | | execution of a will or
trust ; and
|
19 | | (3) to any record that serves as a unique and |
20 | | transferable instrument of
rights and
obligations under |
21 | | the Uniform Commercial Code including, without limitation, |
22 | | negotiable instruments and other
instruments of title
|
23 | | wherein possession of the instrument is deemed to confer |
24 | | title, unless an
electronic version of
such record is |
25 | | created, stored, and transferred in a manner that allows |
26 | | for the
existence of only
one unique, identifiable, and |
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1 | | unalterable original with the functional
attributes of an |
2 | | equivalent
physical instrument, that can be possessed by |
3 | | only one person, and which cannot
be copied
except in a |
4 | | form that is readily identifiable as a copy.
|
5 | | (Source: P.A. 101-163, eff. 1-1-20 .)
|
6 | | (5 ILCS 175/5-125)
|
7 | | Sec. 5-125. Original.
|
8 | | (a) Where a rule of law requires information to be |
9 | | presented or retained in
its original form,
or provides |
10 | | consequences for the information not being presented or |
11 | | retained in
its original form, that
rule of law is satisfied by |
12 | | an electronic record if there exists reliable
assurance as to |
13 | | the integrity of the
information from the time when it was |
14 | | first generated in its final form, as an
electronic record or
|
15 | | otherwise.
|
16 | | (b) The criteria for assessing integrity shall be whether |
17 | | the information
has remained
complete and unaltered, apart |
18 | | from the addition of any endorsement or other
information that |
19 | | arises in
the normal course of communication, storage and |
20 | | display. The standard of
reliability required to ensure that |
21 | | information has remained complete and
unaltered shall be
|
22 | | assessed in the light of the purpose for which the information |
23 | | was generated
and in the light of all the
relevant |
24 | | circumstances.
|
25 | | (c) The provisions of this Section do not apply to any |
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1 | | record that serves as
a unique and
transferable instrument of |
2 | | rights and obligations under the Uniform Commercial Code |
3 | | including, without
limitation, negotiable instruments and
|
4 | | other instruments of title wherein possession of the |
5 | | instrument is deemed to
confer title, unless an
electronic |
6 | | version of such record is created, stored, and transferred in |
7 | | a
manner that allows for the
existence of only one unique, |
8 | | identifiable, and unalterable original with the
functional |
9 | | attributes of an
equivalent physical instrument, that can be |
10 | | possessed by only one person, and
which cannot be copied
|
11 | | except in a form that is readily identifiable as a copy.
|
12 | | (Source: P.A. 90-759, eff. 7-1-99.)
|
13 | | (5 ILCS 175/10-130)
|
14 | | Sec. 10-130. Attribution of signature.
|
15 | | (a) Except as provided by another applicable rule of law, |
16 | | a secure
electronic signature is
attributable to the person to |
17 | | whom it correlates, whether or not authorized,
if:
|
18 | | (1) the electronic signature resulted from acts of a |
19 | | person that obtained
the
signature device or other |
20 | | information necessary to create the signature from a
|
21 | | source under the
control of the alleged signer, creating |
22 | | the appearance that it came from that
party;
|
23 | | (2) the access or use occurred under circumstances |
24 | | constituting a failure
to
exercise
reasonable care by the |
25 | | alleged signer; and
|
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1 | | (3) the relying party relied reasonably and in good |
2 | | faith to its detriment
on the
apparent source of the |
3 | | electronic record.
|
4 | | (b) The provisions of this Section shall not apply to |
5 | | transactions and documents intended
primarily for
personal, |
6 | | family, or household use, or otherwise defined as consumer
|
7 | | transactions by applicable law
including, but not limited to, |
8 | | credit card and automated teller machine
transactions except |
9 | | to the
extent allowed by
applicable consumer law , trust |
10 | | agreements, powers of attorney for property or health care, |
11 | | beneficiary designation forms, and deeds transferring |
12 | | residential real property .
|
13 | | (Source: P.A. 90-759, eff. 7-1-99 .)
|
14 | | Section 95-10. The Probate Act of 1975 is amended by |
15 | | changing Sections 1-2.18, 6-5, 6-6, 8-1, and 8-2 and by adding |
16 | | Sections 1-2.25 and 1-2.26 as follows:
|
17 | | (755 ILCS 5/1-2.18) (from Ch. 110 1/2, par. 1-2.18)
|
18 | | Sec. 1-2.18. "Will" includes electronic will, certified |
19 | | paper copy of an electronic will, testament and codicil. |
20 | | (Source: P.A. 81-213.)
|
21 | | (755 ILCS 5/1-2.25 new) |
22 | | Sec. 1-2.25. Where this Act requires information to be |
23 | | "written" or "in writing", or provides for certain |
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1 | | consequences if it is not, an electronic record under the |
2 | | Electronic Wills and Remote Witnesses Act satisfies the |
3 | | provisions of this Act. |
4 | | (755 ILCS 5/1-2.26 new) |
5 | | Sec. 1-2.26. "In the presence of" and any variation |
6 | | thereof includes: |
7 | | (1) being in the same physical location as another person |
8 | | and close enough to see and know the other person is signing a |
9 | | document; or |
10 | | (2) being in a different physical location from another |
11 | | person, but able, using electronic means, to see, hear, |
12 | | communicate, and know that the person is signing a document in |
13 | | real time.
|
14 | | (755 ILCS 5/6-5) (from Ch. 110 1/2, par. 6-5)
|
15 | | Sec. 6-5. Deposition of witness. ) When a witness to a will |
16 | | or other party who shall testify to have a will admitted to |
17 | | probate resides outside
the county in which the will is |
18 | | offered for probate or is
unable to attend court and can be |
19 | | found and is mentally and physically capable
of testifying, |
20 | | the court, upon the petition of any person seeking probate
of |
21 | | the will and upon such notice of the petition to persons |
22 | | interested as
the court directs, may issue a commission with |
23 | | the will or a photographic
copy thereof attached. The |
24 | | commission shall be directed to any judge, notary
public, |
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1 | | mayor or other chief magistrate of a city or United States |
2 | | consul,
vice-consul, consular agent, secretary of legation or |
3 | | commissioned officer
in active service of the armed forces of |
4 | | the United States and shall authorize
and require the |
5 | | authorized person him to cause that witness or other party to |
6 | | come before the authorized person him at such time and
place as |
7 | | the authorized person he designates and to take the deposition |
8 | | of the witness or other party on oath
or affirmation and upon |
9 | | all such written interrogatories
and cross-interrogatories as |
10 | | may be enclosed with the commission. With
the least possible |
11 | | delay the person taking the deposition shall certify
it, the |
12 | | commission, and the interrogatories to the court from which |
13 | | the
commission issued. When the deposition of a witness or |
14 | | other party is so taken and returned
to the court, the his |
15 | | testimony of the witness or other party has the same effect as |
16 | | if the witness or other party he testified in the
court from |
17 | | which the commission issued. When the commission is issued to
|
18 | | the officer by his official title only and not by name, the |
19 | | seal of the his
office attached to the officer's his |
20 | | certificate is sufficient evidence of the officer's his |
21 | | identity
and official character.
|
22 | | (Source: P.A. 95-331, eff. 8-21-07.)
|
23 | | (755 ILCS 5/6-6) (from Ch. 110 1/2, par. 6-6)
|
24 | | Sec. 6-6. Proof of handwriting of a deceased or |
25 | | inaccessible witness or a witness with a disability. )
|
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1 | | (a) If a witness to a will or other party who shall testify |
2 | | to have a will admitted (1) is dead, (2) is blind, (3) is |
3 | | mentally or
physically incapable of testifying, (4) cannot be |
4 | | found, (5) is in active
service of the armed forces of the |
5 | | United States or (6) is outside this
State, the court may admit |
6 | | proof of the handwriting of the witness or other party and such
|
7 | | other secondary evidence as is admissible in any court of |
8 | | record to establish
electronic records or written contracts |
9 | | and may admit the will to probate as though it had been
proved |
10 | | by the testimony of the witness or other party . On motion of |
11 | | any interested person
or on its own motion, the court may |
12 | | require that the deposition of any such
witness or other |
13 | | party , who can be found, is mentally and physically capable of |
14 | | testifying
and is not in the active service of the armed forces |
15 | | of the United States
outside of the continental United States, |
16 | | be taken as the best evidence thereof.
|
17 | | (b) As used in this Section, "continental United States" |
18 | | means the States
of the United States and the District of |
19 | | Columbia.
|
20 | | (Source: P.A. 99-143, eff. 7-27-15.)
|
21 | | (755 ILCS 5/8-1) (from Ch. 110 1/2, par. 8-1)
|
22 | | Sec. 8-1.
Contest of
admission of will to probate; notice.
|
23 | | (a) Within 6 months after the admission
to probate of a |
24 | | domestic will in accordance with the provisions
of Section 6-4 |
25 | | or Section 20-20 or 20-25 of the Electronic Wills and Remote |
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1 | | Witnesses Act , or of a foreign will in accordance with the |
2 | | provisions of
Article VII of this Act , any interested person |
3 | | may file a petition in the proceeding
for the administration |
4 | | of the testator's estate or, if no proceeding is
pending,
in |
5 | | the court in which the will was admitted to probate, to contest |
6 | | the validity
of the will.
|
7 | | (b) The petitioner shall cause a copy of the petition to be |
8 | | mailed or
delivered
to the representative, to his or her
|
9 | | attorney of
record, and to each heir and legatee whose name is |
10 | | listed in the petition to
admit the will to probate and in any |
11 | | amended petition filed in accordance with
Section 6-11,
at the |
12 | | address stated in the petition or amended petition. Filing a
|
13 | | pleading constitutes a waiver of the mailing or delivery of |
14 | | the notice to the
person filing the pleading. Failure to mail |
15 | | or deliver a copy of the petition
to an heir or a legatee does |
16 | | not extend the time within which a petition to
contest
the will |
17 | | may be filed under subsection (a) of this Section or affect the
|
18 | | validity of the judgement entered in the proceeding.
|
19 | | (c) Any contestant or proponent may demand a
trial by |
20 | | jury. An issue
shall be made whether or not the instrument |
21 | | produced is
the will of the testator. The contestant shall in |
22 | | the first instance proceed
with proof to establish the |
23 | | invalidity of the will. At the close of the
contestant's case, |
24 | | the proponent may present evidence to sustain the will.
An |
25 | | authenticated transcript of the testimony of any witness or |
26 | | other party taken at the
time of the hearing on the admission |
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1 | | of the will to probate, or an affidavit
of any witness or other |
2 | | party received as evidence under subsection 6-4(b) , paragraphs |
3 | | (c) and (e) of Section 20-20 of the Electronic Wills and Remote |
4 | | Witnesses Act, or Section 20-25 of the Electronic Wills and |
5 | | Remote Witnesses Act , is admissible in
evidence.
|
6 | | (d) The right to institute or continue a proceeding to |
7 | | contest the validity
of a will survives and descends to the |
8 | | heir, legatee, representative, grantee
or assignee of the |
9 | | person entitled to institute the proceeding.
|
10 | | (e) It is the duty of the representative to defend a |
11 | | proceeding to contest
the validity of the will. The court may |
12 | | order the representative to defend
the proceeding or prosecute |
13 | | an appeal from the judgment. If the representative
fails or |
14 | | refuses to do so when ordered by the court, or if there is no
|
15 | | representative then acting, the court, upon its
motion or on |
16 | | application of any interested person, may appoint a special
|
17 | | administrator to defend or appeal in his stead.
|
18 | | (f) An action to set aside or contest the validity of a |
19 | | revocable inter
vivos trust agreement or declaration of trust |
20 | | to which a legacy is provided by
the settlor's will which is |
21 | | admitted to probate shall be commenced within and
not after |
22 | | the time to contest the validity of a will as provided in
|
23 | | subsection (a) of this Section
and Section 13-223 of the Code |
24 | | of Civil Procedure.
|
25 | | (g) This amendatory Act of 1995 applies to pending cases |
26 | | as well as cases
commenced on or after its effective date.
|
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1 | | (Source: P.A. 89-364, eff. 8-18-95.)
|
2 | | (755 ILCS 5/8-2) (from Ch. 110 1/2, par. 8-2)
|
3 | | Sec. 8-2. Contest of denial of admission of will to |
4 | | probate.
|
5 | | (a) Within
6 months after the entry of an order denying |
6 | | admission to probate of a domestic
will in accordance with the |
7 | | provisions of Section 6-4 or Section 20-20 or 20-25 of the |
8 | | Electronic Wills and Remote Witnesses Act , or of a foreign |
9 | | will
in accordance with the provisions of Article VII of this |
10 | | Act , any interested person
desiring to contest the denial of |
11 | | admission may file a petition to admit
the will to probate in |
12 | | the proceeding for the administration of the
decedent's estate
|
13 | | or, if no proceeding is pending, in the court which
denied |
14 | | admission of the
will to probate. The petition must state the |
15 | | facts required to be stated
in Section 6-2 or 6-20, whichever |
16 | | is applicable.
|
17 | | (b) The petitioner shall cause a copy of the petition to be |
18 | | mailed or
delivered
to the representative, to his or her |
19 | | attorney of record, and to
each
heir and legatee whose name is |
20 | | listed in the petition to admit the will to
probate and in any |
21 | | amended petition filed in accordance with Section 6-11, at
the |
22 | | address stated in the petition or amended petition. Filing a |
23 | | pleading
constitutes a waiver of the
mailing or delivery of |
24 | | the notice to the person
filing the pleading. Failure to mail |
25 | | or deliver a copy of the petition to an
heir or legatee does |
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1 | | not extend the time within which a petition to admit the
will
|
2 | | to probate may be filed under subsection (a) of Section 8-1 or
|
3 | | affect the validity of the judgment entered in the proceeding.
|
4 | | (c) Any proponent or contestant may demand a
trial by |
5 | | jury. An issue
shall be made whether or not the instrument |
6 | | produced is the will of the
testator. The proponent shall in |
7 | | the first instance proceed
with proof to establish the |
8 | | validity of the will and may introduce any evidence
competent |
9 | | to establish a will. Any interested person may oppose the |
10 | | petition
and may introduce any evidence admissible in a will |
11 | | contest under Section
8-1. At the close of the contestant's |
12 | | case, the proponent may present further
evidence to sustain |
13 | | the will.
|
14 | | (d) The right to institute or continue a proceeding to |
15 | | contest the denial
of admission of a will to probate survives |
16 | | and descends to the heir, legatee,
representative, grantee or |
17 | | assignee of the person entitled to institute
the proceeding.
|
18 | | (e) The court may order the representative to defend a |
19 | | proceeding to probate
the will or prosecute an appeal from the |
20 | | judgment. If the representative
fails or refuses to do so when |
21 | | ordered by the court, or if there is no
representative then |
22 | | acting, the court, upon its
motion or on application of any |
23 | | interested person, may appoint a special
administrator to do |
24 | | so in his stead.
|
25 | | (f) A person named as executor in a will that has been |
26 | | denied admission
to probate has no duty to file or support a |