Administration: Applying for Grant Flashcards

1
Q

Where does entitlement to apply for Letters of Administration (with will) derive from?

A

Rule 20 NCPR

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2
Q

What is the order of priority under Rule 20?

A

a) executor;
b) trustee of the residuary estate;
c) any residuary beneficiary or (where partial intestacy) a beneficiary of the estate under intestacy;
d) PRs of anyone in (c) other than a trustee or life tenant of the residue
e) any other beneficiary or a creditor
f) PRs of anyone in (e).

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3
Q

Can someone apply if there is someone in a higher category willing to apply?

A

No

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4
Q

Can someone apply if there is someone else in the same category?

A

Yes

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5
Q

What is clearing off?

A

explain why anyone with a better right to apply is not doing so

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6
Q

Do you need to clear off someone in the same category?

A

No

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7
Q

Where does entitlement to apply for Letters of Administration derive from?

A

NCPR Rule 22

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8
Q

What is the order of priority under Rule 22?

A

a) surviving spouse or civil partner
b) children of the deceased
c) father and mother of the deceased
d) whole blood siblings (share both parents)
e) half-blood siblings (share one parent)
f) grandparents
g) uncles / aunts of whole blood
h) uncles / aunts of half blood

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9
Q

Who applies for Letters of administration if no one in the order of priority applies?

A

Crown (bona vacantia)

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10
Q

Who applies for Letters of administration if the Crown doesn’t apply?

A

creditor, or person who does not receive benefit (but would have done if estate was larger)

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11
Q

Who can apply if someone in the order of priority survived the deceased but died before taking out the grant?

A

PR of the applicant

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12
Q

What must applicants show under rule 22?

A
  • nature of their familial relationship with the deceased
  • must also have a beneficial entitlement under the estate
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13
Q

When may it be appropriate for someone to apply on behalf of a minor?

A
  • No adult with equal or greater entitlement will act
  • The minor is the only person within the category having the greatest entitlement, or, all those within the category are minors.
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14
Q

How many administrators are required usually?

A

One

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15
Q

When are two administrators required?

A

minor or a life interest in the estate

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16
Q

What happens where two administrators are required but only one in the highest category can apply?

A

may apply with someone from the next category

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17
Q

What is the max number of administrators?

A

4

18
Q

What is an affidavit?

A

Formal written statement of fact which a person signs under oath

19
Q

Who swears the affidavit?

A

Deponent

20
Q

What is the authenticating statement known as?

A

jurat

21
Q

What are the legal requirements for a jurat?

A
  • signed by all parties and dated
  • completed and signed by the person witnessing
  • must follow immediately on from the text and not on a separate page
22
Q

Who can witness the jurat?

A

independent solicitor or commissioner for oaths

23
Q

What must the witness part of the jurat also state?

A

their name, address and qualification

24
Q

When is an affidavit required?

A

valid will but something renders its validity or interpretation uncertain

25
Q

What are the typical uses of an affidavit?

A

Compliance with s 9 WA
Knowledge & Approval
Date
Physical condition of the will

26
Q

What is an affidavit of due execution?

A

PRs believe valid but not clear execution requirements in s9 Wills Act have been complied with

27
Q

Who usually makes an affidavit of due execution regarding s9 and what does it confirm?

A
  • one of the witnesses
  • will confirm that the will was executed in accordance with the formalities
28
Q

What affidavit is required where there is doubt about knowledge and approval?

A

affidavit of due execution

29
Q

Who usually makes an affidavit of due execution regarding knowledge and approval and what does it confirm?

A
  • one of the witnesses
  • will confirm circumstances in which the Will was executed.
30
Q

What affidavit is required where there is doubt about the date?

A

affidavit of due execution

31
Q

Who usually makes an affidavit of due execution regarding the date and what does it confirm?

A
  • one of the witnesses
  • confirm the correct date
32
Q

What affidavit is required where there are effective alterations made?

A

affidavit as to alterations

33
Q

Who submits an affidavit as to alteration and what do they confirm?

A

one of the witnesses to establish timing of alteration

34
Q

If there is no affidavit evidence of alterations, what do PRs rely on?

A

presumptions of timing in s21 WA and common law

35
Q

What are the other physical signs suggesting that the will is incomplete or tampered with?

A
  • Pin holes
  • Paperclip indentations
  • Non-consecutive page/clause numbering or other sign of missing pages
  • Signs that an attempt had been made to revoke e.g. burning or tearing
36
Q

What affidavit is required where there are other physical signs suggesting that the will is incomplete or tampered with?

A

affidavit of plight and condition or
affidavit of attempted revocation

37
Q

What affidavit is required where there appears to be a missing testamentary document?

A

affidavit of search

38
Q

Who submits an affidavit of plight and condition/attempted revocation and what do they confirm?

A
  • signed by someone who is able to confirm the condition of the will when it was executed
  • and its condition later when it was found following the death
39
Q

Who submits an affidavit of search and what do they confirm?

A
  • PR confirms what enquiries/searches made to locate missing doc
40
Q

What happens where the original will is missing?

A

NCPR 54 permits a copy to be admitted if there is a court order approving

41
Q

What should the affidavit for the court order for a missing will include?

A
  • evidence that the will/codicil existed after the deceased’s death (or facts rebutting presumption that it was revoked)
  • confirmation correctly executed, and
  • that the copy accurately records the testamentary wishes of the deceased
42
Q
A