Wills Act, R.S.A. 2000, c. W-12
| Citation: | Wills Act, R.S.A. 2000, c. W-12 | |
| Enabled Regulation: | International Wills Registration System Regulation, Alta. Reg. 35/1997 | |
| URL: | http://www.canlii.org/ab/laws/sta/w-12/20041201/whole.html | |
| Version downloaded by CanLII on 2004-12-01 | ||
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WILLS ACT
Chapter W-12
Table of Contents
1 Definitions
2 Application of Act
Part 1
General
3 Devises
4 Will to be in writing
5 Validity of will
6 Military forces and mariners
7 Holograph will
8 Signature
9 Wills of minors
10 Appointment by will
11 Publication
12 Incompetent attesting will
13 Devise to witness
14 Attestation by creditor
15 Executor as witness
16 Revocation
17 Revocation by marriage
17.1 Revocation by entering into an adult
interdependent partner agreement
18 No revocation by presumption
19 Alteration of will
20 Revival of will
21 Subsequent conveyance
22 Will to speak from death
23 Lapsed gifts
24 Devises of land
25 General disposition
26 Gift of real property
27 Gift to "heir"
28 Words importing failure of issue
29 Devise to trustee
30 Option to purchase
31 Devise to trustee
32 Gift for charitable purpose
33 Lapse of time in devise
34,35 Lapse in gifts to children
36 Gift to illegitimate children
37 Disposition of mortgaged property
38 Undisposed residue
Part 2
Conflict of Laws
39 Wills of land and movables
40 Law in force governs
41 Change of domicile
42 Law of domicile
43 Law where land situated governs
Part 3
International Wills
44 Definitions
45 Application of Convention
46 Uniform law in effect
47 Validity under other laws
48 Authorized persons
49 Registration system
50 Agreements re registration system
51 Joint registration system
52 Disclosure of information, etc.
53 Use of registration system
54 Regulations
Schedule
HER MAJESTY, by and with the advice and consent of the
Legislative Assembly of Alberta, enacts as follows:
Definitions
1 In this Act,
(a) "adult interdependent partner agreement" means an adult
interdependent partner agreement as defined in the Adult
Interdependent Relationships Act;
(b) "will" includes a testament, a codicil, an appointment by
will or by writing in the nature of a will in exercise of a
power and any other testamentary disposition.
RSA 2000 cW-12 s1;2002 cA-4.5 s80
Application of Act
2(1) Unless otherwise expressly provided, Parts 1 and 2 apply only
to wills made on or after July 1, 1960.
(2) For the purposes of this section, a will that is re-executed or is
republished or revived by a codicil is deemed to be made at the
time at which it is so re-executed, republished or revived.
(3) The Wills Act, RSA 1955 c369, continues in force, as if
unrepealed, in respect of wills made before July 1, 1960.
RSA 1980 cW-11 s2
Part 1
General
Devises
3 A person may by will devise, bequeath or dispose of all real and
personal property, whether acquired before or after making the
person's will, to which at the time of the person's death the person
is entitled either at law or in equity, including
(a) estates for another's life, whether there is or is not a
special occupant and whether they are corporeal or
incorporeal hereditaments;
(b) contingent, executory or other future interest in real or
personal property, whether the testator is or is not
ascertained as the person or one of the persons in whom
those interests may respectively become vested, and
whether the testator is entitled to them under the
instrument by which they were respectively created or
under a disposition of them by deed or will;
(c) right of entry.
RSA 1980 cW-11 s3
Will to be in writing
4 A will is valid only when it is in writing.
RSA 1980 cW-11 s4
Validity of will
5 Subject to sections 6 and 7, a will is not valid unless
(a) it is signed at the end or foot of it by the testator or by
some other person in the testator's presence and by the
testator's direction,
(b) the testator makes or acknowledges the signature in the
presence of 2 or more attesting witnesses present at the
same time, and
(c) 2 or more of the attesting witnesses subscribe the will in
the presence of the testator.
RSA 1980 cW-11 s5
Military forces and mariners
6(1) A member of the Canadian Forces while placed on active
service pursuant to the National Defence Act (Canada), or a
member of any other naval, land or air force while on active
service, or a mariner or a seaman when at sea or in the course of a
voyage, may make a will by a writing signed by that person or by
some other person in that person's presence and by that person's
direction without any further formality or any requirement of the
presence of or attestation or signature by a witness.
(2) For the purposes of this section, a certificate signed by or on
behalf of an officer purporting to have custody of the records of the
force in which a person was serving at the time the will was made
setting out that the person was on active service at that time is
sufficient proof of that fact.
(3) For the purposes of this section, if a certificate under
subsection (2) is not available, a member of a naval, land or air
force is deemed to be on active service after the member has taken
steps under the orders of a superior officer preparatory to serving
with or being attached to or seconded to a component of such a
force that has been placed on active service.
RSA 1980 cW-11 s6
Holograph will
7 A testator may make a valid will wholly by the testator's own
handwriting and signature, without formality, and without the
presence, attestation or signature of a witness.
RSA 1980 cW-11 s7
Signature
8(1) Insofar as the position of the signature is concerned, a will is
valid if the signature of the testator, made either by the testator or
the person signing for the testator, is placed at or after or following
or under or beside or opposite to the end of the will so that it is
apparent on the face of the will that the testator intended to give
effect by the signature to the writing signed as the testator's will.
(2) A will is not rendered invalid by the circumstance that
(a) the signature does not follow or is not immediately after
the foot or end of the will,
(b) a blank space intervenes between the concluding words of
the will and the signature,
(c) the signature is placed among the words of a testimonium
clause or of a clause of attestation or follows or is after or
under a clause of attestation either with or without a blank
space intervening, or follows or is after or under or beside
the name of a subscribing witness,
(d) the signature is on a side or page or other portion of the
paper or papers containing the will on which no clause or
paragraph or disposing part of the will is written above the
signature, or
(e) there appears to be sufficient space on or at the bottom of
the preceding side or page or other portion of the same
paper on which the will is written to contain the signature.
(3) The generality of subsection (1) is not restricted by the
enumeration of circumstances set out in subsection (2), but a
signature in conformity with section 5, 6 or 7 or this section does
not give effect to a disposition or direction that is underneath the
signature or that follows the signature or to a disposition or
direction inserted after the signature was made.
RSA 1980 cW-11 s8
Wills of minors
9(1) A will made by a person who is under the age of 18 years is
not valid unless at the time of making the will the person
(a) has or has had a spouse or adult interdependent partner,
(b) is a member of a component of the Canadian Forces
(i) that is referred to in the National Defence Act
(Canada) as a regular force, or
(ii) while placed on active service under the National
Defence Act (Canada),
or
(c) is a mariner or seaman.
(2) A certificate purporting to be signed by or on behalf of an
officer having custody of the records of the force in which a person
was serving at the time the will was made setting out that the
person was at that time a member of a regular force or was on
active service within subsection (1)(b) is sufficient proof of that
fact.
(3) Notwithstanding subsection (1), a person who
(a) is under the age of 18 years,
(b) has no spouse or adult interdependent partner, and
(c) has children,
may make a valid will to the extent that that person makes a
bequest, devise or other disposition to or for the benefit of any or
all of those children.
(4) A person who has made a will under subsection (1) or (3) may,
while under the age of 18 years, revoke the will.
RSA 2000 cW-12 s9;2002 cA-4.5 s80
Appointment by will
10 A will made in accordance with this Act is as to form a valid
execution of a power of appointment by will, notwithstanding that
it has been expressly required that a will in exercise of the power
be made in some form other than that in which it is made.
RSA 1980 cW-11 s10
Publication
11 A will made in accordance with this Act is valid without other
publication.
RSA 1980 cW-11 s11
Incompetent attesting will
12 If a person who attested a will was at the time of its execution
or afterwards has become incompetent as a witness to prove its
execution, the will is not on that account invalid.
RSA 1980 cW-11 s12
Devise to witness
13(1) If a will is attested by a person to whom or to whose then
spouse or adult interdependent partner a beneficial devise, bequest
or other disposition or appointment of or affecting real or personal
property, except charges and directions for payment of debt, is
given or made in that will, the devise, bequest or other disposition
or appointment is void so far only as it concerns the person so
attesting, or the spouse or the adult interdependent partner or a
person claiming under any of them, but the person so attesting is a
competent witness to prove the execution of the will or its validity
or invalidity.
(2) If a will is attested by at least 2 persons who are not within
subsection (1) or if no attestation is necessary, the devise, bequest
or other disposition or appointment is not void under that
subsection.
RSA 2000 cW-12 s13;2002 cA-4.5 s80
Attestation by creditor
14 If real or personal property is charged by a will with a debt
and a creditor or the spouse or adult interdependent partner of a
creditor whose debt is so charged attests a will, the person so
attesting, notwithstanding that charge, is a competent witness to
prove the execution of the will or its validity or invalidity.
RSA 2000 cW-12 s14;2002 cA-4.5 s80
Executor as witness
15 A person is not incompetent as a witness to prove the
execution of a will or its validity or invalidity solely because the
person is an executor.
RSA 1980 cW-11 s15
Revocation
16 A will or part of a will is revoked only by
(a) the marriage of the testator, subject to section 17,
(a.1) the testator's entering into an adult interdependent partner
agreement, subject to section 17.1,
(b) another will made in accordance with this Act,
(c) a writing declaring an intention to revoke and made in
accordance with the provisions of this Act governing the
making of a will, or
(d) burning, tearing or otherwise destroying it by the testator
or by some person in the testator's presence and by the
testator's direction with the intention of revoking it.
RSA 2000 cW-12 s16;2002 cA-4.5 s80
Revocation by marriage
17 A will is revoked by the marriage of the testator except when
(a) there is a declaration in the will that it is made in
contemplation of the marriage, or
(b) the will is made in exercise of a power of appointment of
real or personal property that would not in default of the
appointment pass to the heir, executor or administrator of
the testator or to the persons entitled to the estate of the
testator if the testator died intestate.
RSA 1980 cW-11 s17
Revocation by entering into an adult interdependent partner
agreement
17.1 A will is revoked by the testator's entering into an adult
interdependent partner agreement except when
(a) there is a declaration in the will that it is made in
contemplation of entering into an adult interdependent
partner agreement, or
(b) the will is made in exercise of a power of appointment of
real or personal property that would not in default of the
appointment pass to the heir, executor or administrator of
the testator or to the persons entitled to the estate of the
testator if the testator died intestate.
2002 cA-4.5 s80
No revocation by presumption
18 A will is not revoked by presumption of an intention to revoke
it on the ground of a change in circumstances.
RSA 1980 cW-11 s18
Alteration of will
19(1) Subject to subsection (2), unless an alteration that is made in
a will after the will has been made is made in accordance with the
provisions of this Act governing the making of a will, the alteration
has no effect except to invalidate words or meanings that it renders
no longer apparent.
(2) An alteration that is made in a will after the will has been made
is validly made when the signature of the testator and the
subscription of witnesses to the signature of the testator to the
alteration, or, in the case of a will that was made under section 6 or
7, the signature of the testator, are or is made
(a) in the margin or in some other part of the will opposite or
near to the alteration, or
(b) at the foot or end of or opposite to a memorandum
referring to the alteration and written in some part of the
will.
RSA 1980 cW-11 s19
Revival of will
20(1) A will or part of a will that has been in any manner revoked
is revived only
(a) by re-execution of it with the required formalities, if any,
or
(b) by a codicil that has been made in accordance with this
Act that shows an intention to give effect to the will or
part that was revoked.
(2) Except when a contrary intention is shown, if a will which has
been partly revoked and afterward wholly revoked, is revived, the
revival does not extend to the part that was revoked before the
revocation of the whole.
RSA 1980 cW-11 s20
Subsequent conveyance
21(1) A conveyance of or other act relating to real or personal
property comprised in a devise or bequest or other disposition
made or done after the making of a will does not prevent operation
of the will with respect to any estate or interest in the property that
the testator had power to dispose of by will at the time of the
testator's death.
(2) Except when a contrary intention appears by the will, when a
testator at the time of the testator's death has a right or chose in
action or equitable estate or interest that was created by
(a) a contract entered into after the making of the will and
respecting real or personal property that was comprised in
a devise or bequest,
(b) a conveyance made after the making of the will and
relating to real or personal property that was comprised in
a devise or bequest, or
(c) any other act done after the making of the will and
relating to real or personal property that was comprised in
a devise or bequest,
the devisee or donee of that real or personal property takes the right
or chose in action or equitable estate or interest of the testator.
RSA 1980 cW-11 s21
Will to speak from death
22 Except when a contrary intention appears by the will, a will
speaks and takes effect as if it had been made immediately before
the death of the testator with respect to
(a) the real and personal property, and
(b) the right or chose in action or equitable estate or interest
or the proceeds under section 21(2).
RSA 1980 cW-11 s22
Lapsed gifts
23 Except when a contrary intention appears by the will, real or
personal property or an interest in real or personal property that is
comprised or intended to be comprised in a devise or bequest that
fails or becomes void
(a) by reason of the death of the devisee or donee in the
lifetime of the testator, or
(b) by reason of the devise or bequest being contrary to law or
otherwise incapable of taking effect,
is included in the residuary devise or bequest, if any, contained in
the will.
RSA 1980 cW-11 s23
Devises of land
24 Except when a contrary intention appears by the will, if a
testator devises
(a) the testator's land,
(b) the testator's land in a place mentioned in the will, or in
the occupation of a person mentioned in the will,
(c) land described in a general manner, or
(d) land described in a manner that would include a leasehold
estate if the testator had no freehold estate that could be
described in the manner used,
the devise includes the leasehold estates of the testator, or any of
them to which the description extends, as well as freehold estates.
RSA 1980 cW-11 s24
General disposition
25(1) Except when a contrary intention appears by the will, a
general devise of
(a) the real property of the testator,
(b) the real property of the testator in a place mentioned in the
will or in the occupation of a person mentioned in the
will, or
(c) real property described in a general manner,
includes any real property, or any real property to which the
description extends, that the testator has power to appoint in any
manner the testator thinks proper and operates as an execution of
the power.
(2) Except when a contrary intention appears by the will, a bequest
of
(a) the personal property of the testator, or
(b) personal property described in a general manner,
includes any personal property, or any personal property to which
the description extends, that the testator has power to appoint in
any manner the testator thinks proper and operates as an execution
of the power.
RSA 1980 cW-11 s25
Gift of real property
26 Except when a contrary intention appears by the will, if real
property is devised to a person without words of limitation, the
devise passes the fee simple or the whole of any other estate that
the testator had power to dispose of by will in the real property.
RSA 1980 cW-11 s26
Gift to "heir"
27 Except when a contrary intention appears by the will, if
property is devised or bequeathed to the "heir" of the testator or of
another person, the word "heir" means the person to whom the
beneficial interest in the property would go under the law of
Alberta if the testator or the other person died intestate.
RSA 1980 cW-11 s27
Words importing failure of issue
28(1) Subject to subsection (2), in a devise or bequest of real or
personal property
(a) the words
(i) "die without issue",
(ii) "die without leaving issue", or
(iii) "have no issue",
or
(b) other words importing either a want or failure of issue of a
person in the person's lifetime or at the time of the
person's death or an indefinite failure of the person's
issue,
mean a want or failure of issue in the lifetime or at the time of the
death of that person, and do not mean an indefinite failure of that
person's issue unless a contrary intention appears by the will.
(2) This section does not extend to cases where the import of the
words defined in subsection (1) is
(a) "if no issue described in a preceding gift be born", or
(b) "if there be no issue who live to attain the age or
otherwise answer the description required for obtaining a
vested estate by a preceding gift to that issue".
RSA 1980 cW-11 s28
Devise to trustee
29 Except when there is devised to a trustee, expressly or by
implication, an estate for a definite term of years absolute or
determinable or an estate of freehold, a devise of real property to a
trustee or executor passes the fee simple or the whole of any other
estate or interest that the testator had power to dispose of by will in
the real property.
RSA 1980 cW-11 s29
Option to purchase
30(1) Except when a contrary intention appears by the will, if a
will confers a power or imposes a duty to sell real property, the
power is deemed to include the power to grant an option to
purchase that property, if the period within which the option may
be exercised is not longer than one year from the date on which the
instrument granting the option is executed.
(2) Notwithstanding section 2(1), this section applies to wills made
before, on or after July 1, 1960.
RSA 1980 cW-11 s30
Devise to trustee
31 If real property is devised to a trustee without express
limitation of the estate to be taken by the trustee and the beneficial
interest in the real property or in the surplus rents and profits
(a) is not given to a person for life, or
(b) is given to a person for life but the purpose of the trust
may continue beyond the person's life,
the devise vests in the trustee the fee simple or the whole of any
other legal estate that the testator had power to dispose of by will in
the real property and not an estate determinable when the purposes
of the trust are satisfied.
RSA 1980 cW-11 s31
Gift for charitable purpose
32(1) If a testator leaves property in trust or by outright gift for a
charitable purpose that is linked conjunctively or disjunctively in
the will with a non-charitable purpose and the non-charitable
purpose is void for uncertainty or for any other cause, the
charitable trust or gift is valid and operates solely for the benefit of
the charitable purpose.
(2) If a testator leaves property in trust or by outright gift for a
charitable purpose that is linked conjunctively or disjunctively in
the will with a non-charitable purpose, and the non-charitable
purpose is not void, the trust or gift is valid for both purposes and if
the will has not divided the property among the charitable and
non-charitable purposes, the trustee or executor shall divide the
property among the charitable and non-charitable purposes
according to the trustee's or executor's discretion.
RSA 1980 cW-11 s32
Lapse of time in devise
33 Except when a contrary intention appears by the will, if a
person to whom real property is devised for what would have been,
under the law of England, an estate tail or in quasi entail
(a) dies
(i) in the lifetime of the testator,
(ii) at the same time as the testator, or
(iii) in circumstances rendering it uncertain whether that
person or the testator survived the other,
and
(b) leaves issue who would inherit under the entail if that
estate existed,
if any such issue are living at the time of the death of the testator,
the devise does not lapse but takes effect as if the death of that
person had happened immediately after the death of the testator.
RSA 1980 cW-11 s33
Lapse in gifts to children
34(1) Except when a contrary intention appears by the will, if a
person dies in the lifetime of a testator either before or after the
testator makes the will and that person
(a) is a child or other issue or a brother or sister of the testator
to whom, either as an individual or as a member of a
class, is devised or bequeathed an estate or interest in real
or personal property not determinable at or before that
person's death, and
(b) leaves issue, any of whom is living at the time of the death
of the testator,
the devise or bequest does not lapse, but takes effect as if it had
been made directly to the persons among whom and in the shares in
which the estate of that person would have been divisible if that
person had died intestate and without debts immediately after the
death of the testator.
(2) This section only applies with respect to a devise or bequest in
a will made on or after July 1, 1960 and before June 1, 1968.
RSA 1980 cW-11 s34
Lapse in gifts to children
35(1) Except when a contrary intention appears by the will, if a
person dies in the lifetime of a testator either before or after the
testator makes the will and that person
(a) is a child or other issue or a brother or sister of the testator
to whom, either as an individual or as a member of a
class, is devised or bequeathed an estate or interest in real
or personal property not determinable at or before that
person's death, and
(b) leaves issue, any of whom is living at the time of the death
of the testator,
the devise or bequest does not lapse, but takes effect as if it had
been made directly to the persons among whom and in the shares in
which the estate of that person would have been divisible if that
person had died intestate and without debts immediately after the
death of the testator, except that the surviving spouse or adult
interdependent partner of that person is not entitled to receive a
preferential share as provided under section 3 of the Intestate
Succession Act.
(2) This section only applies with respect to a devise or bequest in
a will made on or after June 1, 1968.
RSA 2000 cW-12 s35;2002 cA-4.5 s80
Gift to illegitimate children
36 In the construction of a will, except when a contrary intention
appears by the will, an illegitimate child shall be treated as if that
child were the legitimate child of that child's mother.
RSA 1980 cW-11 s36
Disposition of mortgaged property
37(1) If a person dies possessed of, or entitled to, or under a
general power of appointment by the person's will disposes of, an
interest in freehold or leasehold property that, at the time of the
person's death, is subject to a mortgage, and the deceased has not,
by will, deed or other document, signified a contrary or other
intention, the interest is, as between the different persons claiming
through the deceased, primarily liable for the payment or
satisfaction of the mortgage debt, and every part of the interest,
according to its value, bears a proportionate part of the mortgage
debt on the whole interest.
(2) A testator does not signify a contrary or other intention within
subsection (1) by
(a) a general direction for the payment of debts or of all the
debts of the testator out of the testator's personal estate or
the testator's residuary real or personal estate, or the
testator's residuary real estate, or
(b) a charge of debts on that estate,
unless the testator further signifies that intention by words
expressly or by necessary implication referring to all or some part
of the mortgage debt.
(3) Nothing in this section affects a right of a person entitled to the
mortgage debt to obtain payment or satisfaction either out of the
other assets of the deceased or otherwise.
(4) In this section, "mortgage" includes an equitable mortgage, and
any charge whatsoever, whether equitable, statutory or of other
nature, including a lien or claim on freehold or leasehold property
for unpaid purchase money, and "mortgage debt" has a meaning
similarly extended.
RSA 1980 cW-11 s37
Undisposed residue
38(1) When a person dies on or after July 1, 1960, having by will
appointed a person executor, the executor is a trustee of any residue
not expressly disposed of, for the person or persons, if any, who
would be entitled to that residue in the event of intestacy in respect
to it, unless the person so appointed executor was intended by the
will to take the residue beneficially.
(2) Nothing in this section affects or prejudices a right to which the
executor, if this Part had not been passed, would have been
entitled, in cases where there is not a person who would be so
entitled.
RSA 1980 cW-11 s38
Part 2
Conflict of Laws
Wills of land and movables
39(1) In this Part,
(a) an interest in land includes a leasehold estate as well as a
freehold estate in land, and any other estate or interest in
land whether the estate or interest is real property or is
personal property;
(b) an interest in movables includes an interest in a tangible
or intangible thing other than land, and includes personal
property other than an estate or interest in land.
(2) Subject to this Part, the manner and formalities of making a
will, and its intrinsic validity and effect, so far as it relates to an
interest in land, are governed by the law of the place where the land
is situated.
(3) Subject to this Part, the manner and formalities of making a
will, and its intrinsic validity and effect, so far as it relates to an
interest in movables, are governed by the law of the place where
the testator was domiciled at the time of the testator's death.
RSA 1980 cW-11 s39
Law in force governs
40 As regards the manner and formalities of making a will, so far
as it relates to an interest in movables, a will made either within or
outside Alberta is valid and admissible to probate if it is made in
accordance with the law in force at the time of its making in the
place where
(a) the will was made,
(b) the testator was domiciled when the will was made, or
(c) the testator had the testator's domicile of origin.
RSA 1980 cW-11 s40
Change of domicile
41 A change of domicile of the testator occurring after a will is
made does not render it invalid as regards the manner and
formalities of its making or alter its construction.
RSA 1980 cW-11 s41
Law of domicile
42 Nothing in this Part precludes resort to the law of the place
where the testator was domiciled at the time of making a will in aid
of its construction as regards an interest in land or an interest in
movables.
RSA 1980 cW-11 s42
Law where land situated governs
43 When the value of a thing that is movable consists mainly or
entirely in its use in connection with a particular parcel of land by
the owner or occupier of the land, succession to an interest in the
thing, under a will or on an intestacy, is governed by the law of the
place where the land is situated.
RSA 1980 cW-11 s43
Part 3
International Wills
Definitions
44 In this Part,
(a) "Convention" means the Convention Providing a Uniform
Law on the Form of an International Will, a copy of
which is set out in the Schedule to this Act;
(b) "international will" means a will that has been made in
accordance with the rules regarding an international will
set out in the Annex to the Convention;
(c) "registrar" means the person responsible for the operation
and management of the registration system;
(d) "registration system" means a system for the registration,
or the registration and safekeeping, of international wills
established under section 49 or pursuant to an agreement
entered into under section 50.
RSA 1980 cW-11 s44
Application of Convention
45 On and after December 1, 1978, the Convention is in force in
Alberta and applies to wills as the law of Alberta.
RSA 1980 cW-11 s45
Uniform law in effect
46 On and after December 1, 1978, the uniform law on the form
of an international will set out in the Annex to the Convention is
law in Alberta.
RSA 1980 cW-11 s46
Validity under other laws
47 Nothing in this Part detracts from or affects the validity of a
will that is valid under the laws in force in Alberta other than this
Part.
RSA 1980 cW-11 s47
Authorized persons
48 All active members of The Law Society of Alberta are
designated as persons authorized to act in connection with
international wills.
RSA 1980 cW-11 s48
Registration system
49 The Minister of Justice and Attorney General shall, in
accordance with the regulations, establish a system of
(a) registration, or
(b) registration and safekeeping,
of international wills.
RSA 1980 cW-11 s49;1994 cG-8.5 s89
Agreements re registration system
50 With the approval of the Lieutenant Governor in Council, the
Minister of Justice and Attorney General for and on behalf of Her
Majesty in right of Alberta may enter into an agreement with the
government of another province or territory or a Minister or official
of the government of another province or territory relating to the
establishment of a system of registration or registration and
safekeeping of international wills for Alberta and that other
province or territory, and for the joint operation of that system, or
relating to the exchange of information contained in a system
established under section 49 and a similar system established for
that other province or territory.
RSA 1980 cW-11 s50;1994 cG-8.5 s89
Joint registration system
51 If a registration system is established pursuant to an agreement
entered into under section 50, the Minister of Justice and Attorney
General is relieved of the Minister's obligation under section 49.
RSA 1980 cW-11 s51;1994 cG-8.5 s89
Disclosure of information, etc.
52(1) Information contained in the registration system concerning
the international will of a testator must not be released from the
system except in accordance with an agreement made under section
50 or except to a person who satisfies the registrar that
(a) the person is the testator,
(b) the person is a person who is authorized by the testator to
obtain that information, or
(c) the testator is dead and the person is a proper person to
have access to the information.
(2) When the registration system provides for the safekeeping of
international wills, an international will of a testator deposited in
the system must not be released except to a person who satisfies the
registrar that
(a) the person is the testator,
(b) the person is a person who is authorized by the testator to
obtain the will, or
(c) the testator is dead and the person is a proper person to
have custody of the will for the purposes of the
administration of the estate of the testator or the agent of
such a person.
RSA 1980 cW-11 s52
Use of registration system
53(1) If a member of The Law Society of Alberta has acted during
any month in respect of one or more international wills in the
member's capacity as a person authorized to act in connection with
international wills, the member shall, on or before the 10th day of
the next month, file with the registrar, in a sealed envelope, a list
on a form prescribed under the regulations, certified by the member
or the member's agent, setting out the name, address and
description of the testator and the date of execution of each
international will in respect of which the member so acted, and the
registrar shall enter the information in the registration system.
(2) The failure of a member of The Law Society of Alberta to
comply with subsection (1) in respect of an international will does
not affect the validity of the international will.
RSA 1980 cW-11 s53
Regulations
54 The Lieutenant Governor in Council may make regulations
respecting the operation, maintenance and use of the registration
system, and without limiting the generality of the foregoing, may
make regulations
(a) prescribing forms for use in the system, and
(b) prescribing fees for searches of the registration system.
RSA 1980 cW-11 s54
Schedule
Convention Providing a Uniform Law on the
Form of an International Will
The States signatory to the present Convention,
DESIRING to provide to a greater extent for the respecting of
last wills by establishing an additional form of will hereinafter to
be called an "international will" which, if employed, would
dispense to some extent with the search for the applicable law;
HAVE RESOLVED to conclude a Convention for this purpose
and have agreed upon the following provisions:
Article I
1 Each Contracting Party undertakes that not later than 6 months
after the date of entry into force of this Convention in respect of
that Party it shall introduce into its law the rules regarding an
international will set out in the Annex to this Convention.
2 Each Contracting Party may introduce the provisions of the
Annex into its law either by reproducing the actual text, or by
translating it into its official language or languages.
3 Each Contracting Party may introduce into its law such further
provisions as are necessary to give the provisions of the Annex full
effect in its territory.
4 Each Contracting Party shall submit to the Depositary
Government the text of the rules introduced into its national law in
order to implement the provisions of this Convention.
Article II
1 Each Contracting Party shall implement the provisions of the
Annex in its law, within the period provided for in the preceding
article, by designating the persons who, in its territory, shall be
authorized to act in connection with international wills. It may also
designate as a person authorized to act with regard to its nationals
its diplomatic or consular agents abroad insofar as the local law
does not prohibit it.
2 The Party shall notify such designation, as well as any
modifications thereof, to the Depositary Government.
Article III
The capacity of the authorized person to act in connection with
an international will, if conferred in accordance with the law of a
Contracting Party, shall be recognized in the territory of the other
Contracting Parties.
Article IV
The effectiveness of the certificate provided for in Article 10 of
the Annex shall be recognized in the territories of all Contracting
Parties.
Article V
1 The conditions requisite to acting as a witness of an
international will shall be governed by the law under which the
authorized person was designated. The same rule shall apply as
regards an interpreter who is called upon to act.
2 Nonetheless no one shall be disqualified to act as a witness of
an international will solely because he is an alien.
Article VI
1 The signature of the testator, of the authorized person, and of
the witnesses to an international will, whether on the will or on the
certificate, shall be exempt from any legalization or like formality.
2 Nonetheless, the competent authorities of any Contracting Party
may, if necessary, satisfy themselves as to the authenticity of the
signature of the authorized person.
Article VII
The safekeeping of an international will shall be governed by the
law under which the authorized person was designated.
Article VIII
No reservation shall be admitted to this Convention or to its
Annex.
Article IX
1 The present Convention shall be open for signature at
Washington from October 26, 1973, until December 31, 1974.
2 The Convention shall be subject to ratification.
3 Instruments of ratification shall be deposited with the
Government of the United States of America, which shall be the
Depositary Government.
Article X
1 The Convention shall be open indefinitely for accession.
2 Instruments of accession shall be deposited with the Depositary
Government.
Article XI
1 The present Convention shall enter into force 6 months after the
date of deposit of the 5th instrument of ratification or accession
with the Depositary Government.
2 In the case of each State which ratifies this Convention or
accedes to it after the 5th instrument of ratification or accession has
been deposited, this Convention shall enter into force 6 months
after the deposit of its own instrument of ratification or accession.
Article XII
1 Any Contracting Party may denounce this Convention by
written notification to the Depositary Government.
2 Such denunciation shall take effect 12 months from the date on
which the Depositary Government has received the notification, but
such denunciation shall not affect the validity of any will made
during the period that the Convention was in effect for the
denouncing State.
Article XIII
1 Any State may, when it deposits its instrument of ratification or
accession or at any time thereafter, declare, by a notice addressed
to the Depositary Government, that this Convention shall apply to
all or part of the territories for the international relations of which it
is responsible.
2 Such declaration shall have effect 6 months after the date on
which the Depositary Government shall have received notice
thereof or, if at the end of such period the Convention has not yet
come into force, from the date of its entry into force.
3 Each Contracting Party which has made a declaration in
accordance with paragraph 1 of this Article may, in accordance
with Article XII, denounce this Convention in relation to all or part
of the territories concerned.
Article XIV
1 If a State has 2 or more territorial units in which different
systems of law apply in relation to matters respecting the form of
wills, it may at the time of signature, ratification, or accession,
declare that this Convention shall extend to all its territorial units or
only to one or more of them, and may modify its declaration by
submitting another declaration at any time.
2 These declarations shall be notified to the Depositary
Government and shall state expressly the territorial units to which
the Convention applies.
Article XV
If a Contracting Party has 2 or more territorial units in which
different systems of law apply in relation to matters respecting the
form of wills, any reference to the internal law of the place where
the will is made or to the law under which the authorized person
has been appointed to act in connection with international wills
shall be construed in accordance with the constitutional system of
the Party concerned.
Article XVI
1 The original of the present Convention, in the English, French,
Russian and Spanish languages, each version being equally
authentic, shall be deposited with the Government of the United
States of America, which shall transmit certified copies thereof to
each of the signatory and acceding States and to the International
Institute for the Unification of Private Law.
2 The Depositary Government shall give notice to the signatory
and acceding States, and to the International Institute for the
Unification of Private Law, of:
(a) any signature;
(b) the deposit of any instrument of ratification or accession;
(c) any date on which this Convention enters into force in
accordance with Article XI;
(d) any communication received in accordance with Article I,
paragraph 4;
(e) any notice received in accordance with Article II,
paragraph 2;
(f) any declaration received in accordance with Article XIII,
paragraph 2, and the date on which such declaration takes
effect;
(g) any denunciation received in accordance with Article XII,
paragraph 1, or Article XIII, paragraph 3, and the date on
which the denunciation takes effect;
(h) any declaration received in accordance with Article XIV,
paragraph 2, and the date on which the declaration takes
effect.
Annex
Uniform Law on the Form of an International Will
Article 1
1 A will shall be valid as regards form, irrespective particularly of
the place where it is made, of the location of the assets and of the
nationality, domicile or residence of the testator, if it is made in the
form of an international will complying with the provisions set out
in Articles 2 to 5 hereinafter.
2 The invalidity of the will as an international will shall not affect
its formal validity as a will of another kind.
Article 2
This law shall not apply to the form of testamentary dispositions
made by 2 or more persons in one instrument.
Article 3
1 The will shall be made in writing.
2 It need not be written by the testator himself.
3 It may be written in any language, by hand or by any other
means.
Article 4
1 The testator shall declare in the presence of 2 witnesses and of a
person authorized to act in connection with international wills that
the document is his will and that he knows the contents thereof.
2 The testator need not inform the witnesses, or the authorized
person, of the contents of the will.
Article 5
1 In the presence of the witnesses and of the authorized person,
the testator shall sign the will or, if he has previously signed it,
shall acknowledge his signature.
2 When the testator is unable to sign, he shall indicate the reason
therefor to the authorized person who shall make note of this on the
will. Moreover, the testator may be authorized by the law under
which the authorized person was designated to direct another
person to sign on his behalf.
3 The witnesses and the authorized person shall there and then
attest the will by signing in the presence of the testator.
Article 6
1 The signatures shall be placed at the end of the will.
2 If the will consists of several sheets, each sheet shall be signed
by the testator or, if he is unable to sign, by the person signing on
his behalf or, if there is no such person, by the authorized person.
In addition, each sheet shall be numbered.
Article 7
1 The date of the will shall be the date of its signature by the
authorized person.
2 This date shall be noted at the end of the will by the
authorized person.
Article 8
In the absence of any mandatory rule pertaining to the
safekeeping of the will, the authorized person shall ask the testator
whether he wishes to make a declaration concerning the
safekeeping of his will. If so and at the express request of the
testator the place where he intends to have his will kept shall be
mentioned in the certificate provided for in Article 9.
Article 9
The authorized person shall attach to the will a certificate in the
form prescribed in Article 10 establishing that the obligations of
this law have been complied with.
Article 10
The certificate drawn up by the authorized person shall be in the
following form or in a substantially similar form:
Certificate
(Convention of October 26, 1973)
1. I, (name, address and capacity)
a person authorized to act in connection with international wills
2. certify that on (date)
at (place),
3. (name, address, date and place of birth of testator)
in my presence and that of the witnesses
4. (a) (name, address, date and place of birth)
(b) (name, address, date and place of birth)
has declared that the attached document is his will and that he
knows the contents thereof.
5. I furthermore certify that:
6. (a) in my presence and in that of the witnesses
(1) the testator has signed the will or has acknowledged
his signature previously affixed;
*(2) following a declaration of the testator stating that he
was unable to sign his will for the following reason
?I have mentioned this declaration on the will
*?the signature has been affixed by
(name, address)
7. (b) the witnesses and I have signed the will;
8. *(c) each page of the will has been signed by
and numbered;
9. (d) I have satisfied myself as to the identity of the
testator and of the witnesses as designated above;
10. (e) the witnesses met the conditions requisite to act as
such according to the law under which I am acting;
11. *(f) the testator has requested me to include the following
statement concerning the safekeeping of his will:
12. PLACE
13. DATE
14. SIGNATURE and, if necessary, SEAL
*To be completed if appropriate.
Article 11
The authorized person shall keep a copy of the certificate and
deliver another to the testator.
Article 12
In the absence of evidence to the contrary, the certificate of the
authorized person shall be conclusive of the formal validity of the
instrument as a will under this Law.
Article 13
The absence or irregularity of a certificate shall not affect the
formal validity of a will under this Law.
Article 14
The international will shall be subject to the ordinary rules of
revocation of wills.
Article 15
In interpreting and applying the provisions of this Law, regard shall
be had to its international origin and to the need for uniformity in
its interpretation.
RSA 1980 cW-11 Sched.
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