Bill Text: IL HB1050 | 2011-2012 | 97th General Assembly | Introduced
Bill Title: Amends the Secretary of State Act. Adds that a depositor, an attorney licensed or formerly licensed to practice in the State or his or her representative, may deposit a will with the Secretary of State by certified mail. Provides that a depositor is responsible for any postage or delivery costs associated with the deposit of a will by certified mail. Provides that a depositor must prepay any postage or delivery costs associated with the mailing of a receipt by the Secretary of State to verify the deposit of the will. Makes conforming changes.
Spectrum: Partisan Bill (Republican 2-0)
Status: (Failed) 2013-01-08 - Session Sine Die [HB1050 Detail]
Download: Illinois-2011-HB1050-Introduced.html
| |||||||||||||||||||||||||
| |||||||||||||||||||||||||
| |||||||||||||||||||||||||
| |||||||||||||||||||||||||
| |||||||||||||||||||||||||
1 | AN ACT concerning State government.
| ||||||||||||||||||||||||
2 | Be it enacted by the People of the State of Illinois,
| ||||||||||||||||||||||||
3 | represented in the General Assembly:
| ||||||||||||||||||||||||
4 | Section 5. The Secretary of State Act is amended by | ||||||||||||||||||||||||
5 | changing Section 5.15 as follows:
| ||||||||||||||||||||||||
6 | (15 ILCS 305/5.15) | ||||||||||||||||||||||||
7 | Sec. 5.15. Deposit of wills. | ||||||||||||||||||||||||
8 | (a) Definitions. As used in this Section: | ||||||||||||||||||||||||
9 | "Date of deposit" means the date that a will is deposited | ||||||||||||||||||||||||
10 | in person or the date that a will mailed by certified mail is | ||||||||||||||||||||||||
11 | received by the Secretary of State. | ||||||||||||||||||||||||
12 | "Depositor" means an attorney licensed or formerly | ||||||||||||||||||||||||
13 | licensed to practice in the State of Illinois, the attorney's | ||||||||||||||||||||||||
14 | representative, the guardian for the attorney, or the personal | ||||||||||||||||||||||||
15 | representative of the attorney's decedent's estate. | ||||||||||||||||||||||||
16 | "Testator" means a person who executed a will, other than | ||||||||||||||||||||||||
17 | as a witness or official to whom acknowledgment of signing was | ||||||||||||||||||||||||
18 | given. | ||||||||||||||||||||||||
19 | "Will" refers to an original: | ||||||||||||||||||||||||
20 | (1) will; | ||||||||||||||||||||||||
21 | (2) codicil; | ||||||||||||||||||||||||
22 | (3) will and one or more codicils; | ||||||||||||||||||||||||
23 | (4) trust; or |
| |||||||
| |||||||
1 | (5) trust and one or more trust amendments. | ||||||
2 | (b) Deposit of wills. A depositor may deposit a will with | ||||||
3 | the Secretary of State in person or by certified mail, return | ||||||
4 | receipt requested, if the depositor certifies in writing to the | ||||||
5 | Secretary of State that the depositor is unable to locate the | ||||||
6 | testator after a diligent search. The certification shall be on | ||||||
7 | a form to be provided by the Secretary. No later than 90 days | ||||||
8 | after the effective date of this amendatory Act of the 97th | ||||||
9 | General Assembly, the form must be made available on the | ||||||
10 | Secretary of State's official website. This Section applies | ||||||
11 | whether it is known or unknown whether the testator is living.
| ||||||
12 | (c) Assumptions. The Secretary of State may assume, without | ||||||
13 | inquiring into the facts, that the depositor has first made a | ||||||
14 | diligent search for the testator. | ||||||
15 | (d) Fee. The Secretary of State shall collect a fee of $15 | ||||||
16 | for each deposit of a will. The Secretary of State shall not | ||||||
17 | collect a separate fee for additional documents concurrently | ||||||
18 | deposited in relation to a single testator or for a single | ||||||
19 | joint will prepared for a husband and wife.
If the deposit is | ||||||
20 | made by certified mail, then the $15 fee must be mailed with | ||||||
21 | the will. | ||||||
22 | (d-5) Postage and delivery costs. A depositor is | ||||||
23 | responsible for any postage or delivery costs associated with | ||||||
24 | the deposit of a will by certified mail and the mailing of a | ||||||
25 | receipt verifying the deposit of a will under paragraph (1) of | ||||||
26 | subsection (e). A depositor must prepay any postage or delivery |
| |||||||
| |||||||
1 | costs associated with the receipt verifying the deposit of a | ||||||
2 | will. | ||||||
3 | (e) Duty of Secretary of State upon receipt. Upon receipt | ||||||
4 | of a will under this Section, the Secretary of State shall: | ||||||
5 | (1) provide the depositor with a receipt for the will | ||||||
6 | at the time of deposit, if the deposit is made in person, | ||||||
7 | or within 10 business days after the will is received by | ||||||
8 | the Secretary of State if the deposit is made by certified | ||||||
9 | mail and the depositor has prepaid any postage or delivery | ||||||
10 | fees as required under subsection (d) , which receipt shall | ||||||
11 | contain the information designated on the envelope in | ||||||
12 | accordance with paragraph (3) of this subsection; | ||||||
13 | (2) place the will or wills deposited concurrently in | ||||||
14 | relation to a single testator in one envelope and seal the | ||||||
15 | envelope securely and, if the will is deposited in person | ||||||
16 | by the depositor or the depositor's agent, the envelope | ||||||
17 | must be sealed in the presence of the depositor or | ||||||
18 | depositor's agent; | ||||||
19 | (3) designate on the envelope: | ||||||
20 | (A) the date of deposit; | ||||||
21 | (B) the name, address, and telephone number of the | ||||||
22 | depositor; | ||||||
23 | (C) the name and last known address of the testator | ||||||
24 | as provided by the depositor; | ||||||
25 | (D) at the depositor's option, any and all of the | ||||||
26 | following information: |
| |||||||
| |||||||
1 | (i) alternate names by which the testator may | ||||||
2 | have been known; | ||||||
3 | (ii) the testator's birth date, and | ||||||
4 | (iii) the last 4 digits of the testator's | ||||||
5 | Social Security number; and | ||||||
6 | (E) with respect to each document enclosed: | ||||||
7 | (i) a short description of the document, | ||||||
8 | including, if shown, its date of execution; and | ||||||
9 | (ii) the number of pages in the document; and | ||||||
10 | (4) index the will alphabetically by the name of the | ||||||
11 | testator, and by the alternate names set forth by which the | ||||||
12 | testator may have been known. | ||||||
13 | (f) Status as a public record. An envelope and will | ||||||
14 | deposited under this Section are not public records. The index | ||||||
15 | created under item (4) of subsection (e) is a public record. | ||||||
16 | (g) Duty of Secretary of State during testator's lifetime. | ||||||
17 | During the testator's lifetime, the Secretary of State shall: | ||||||
18 | (1) keep the envelope containing the will sealed; and | ||||||
19 | (2) deliver the envelope to: | ||||||
20 | (i) the testator; | ||||||
21 | (ii) a person authorized, in writing signed by the | ||||||
22 | testator and notarized, to
receive the envelope; or | ||||||
23 | (iii) a person, entity, court, or government | ||||||
24 | agency authorized to receive the
envelope pursuant to | ||||||
25 | an order entered by a court of competent
jurisdiction. | ||||||
26 | (h) Duty of Secretary of State upon notification of death |
| |||||||
| |||||||
1 | of testator. If the Secretary of State has custody of the will | ||||||
2 | after the death of the testator and is notified of the death of | ||||||
3 | the testator by means of a certified copy of the testator's | ||||||
4 | death certificate or by a certified copy of an order of court | ||||||
5 | determining the testator to be deceased, upon receipt of | ||||||
6 | payment of a retrieval fee in the amount of $10, the Secretary | ||||||
7 | of State shall promptly deliver the sealed will envelope to the | ||||||
8 | clerk of the circuit court of the county in which the probate | ||||||
9 | of the testator's will may occur as determined under Section | ||||||
10 | 5-1 of the Probate Act of 1975 (755 ILCS 5/5-1). | ||||||
11 | (i) Duties of Secretary of State upon inquiry. Upon inquiry | ||||||
12 | by a person identified in paragraph (2) of subsection (g), or | ||||||
13 | upon inquiry of any person presenting a certified copy of the | ||||||
14 | testator's death certificate or a certified copy of an order of | ||||||
15 | a court determining the testator to be deceased, the Secretary | ||||||
16 | of State shall inform the person whether the name of the | ||||||
17 | relevant testator appears in the Secretary of State's index of | ||||||
18 | wills. For the purposes of this subsection, the Secretary of | ||||||
19 | State need not be certain that the testator is the one being | ||||||
20 | inquired about, but may release that information if it is | ||||||
21 | possible that the testator is that one. | ||||||
22 | (j) Destruction of will. The Secretary of State may destroy | ||||||
23 | a will deposited under this Section if: | ||||||
24 | (1) the Secretary of State has not received notice of | ||||||
25 | the death of the testator; and | ||||||
26 | (2) at least 100 years have passed since the date the |
| |||||||
| |||||||
1 | will was deposited.
| ||||||
2 | (k) All fees received by the Secretary of State under this | ||||||
3 | Section must be deposited into the Secretary of State Special | ||||||
4 | Services Fund.
| ||||||
5 | (Source: P.A. 96-137, eff. 1-1-10.)
|