A03550 Summary:

BILL NO    A03550 

SAME AS    SAME AS S02489

SPONSOR    Thiele

COSPNSR    

MLTSPNSR   

Add S2510, SCPA

Provides that each county shall establish and maintain a registry of wills and
codicils executed in that county for which the surrogate's court has
jurisdiction; establishes what information shall be included in such registry.
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A03550 Actions:

BILL NO    A03550 

01/27/2015 referred to judiciary
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A03550 Votes:

There are no votes for this bill in this legislative session.
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A03550 Memo:

BILL NUMBER:A3550

TITLE OF BILL:  An act to amend the surrogate's court procedure act,
in relation to establishing a registry of wills and codicils

PURPOSE:  To establishing a registry of wills and codicils. SUMMARY OF
PROVISIONS:  This bill adds a new section 2510 to the Surrogate's
Court procedure act to require each county Surrogate to establish and
maintain a registry of wills and codicils executed in such county.
Such registry shall be available for public inspection and shall
include the following information: (a) the name of the testator or
testatrix; (b) the date on which such will or codicil was executed;
(c) if a codicil, the date of execution of the will such codicil
amends; and (d) the physical address at which such will or codicil is
located.

Under the bill, upon the execution of any will or codicil, the
attorney for the maker of the will or codicil shall, within ten (10)
days after its execution, deliver to the Surrogate Court the
information set forth above. Such information may be delivered by mail
or electronic means.

The bill requires the Surrogate Court to maintain the format and
content of the will registry on a computerized data base, which shall
be updated at least monthly. The Court shall provide public access to
the computerized data base in a manner that allows individuals to
search the registry by name, date or address.

Nothing in the bill shall be construed to require any testator or
testatrix to file a will or codicil upon its execution nor shall any
will or codicil be deemed null, void or otherwise without effect due
to the failure to file.

EXISTING LAW:  Currently there is no will and codicil registry
established in the surrogate Courts nor is there an obligation upon
attorneys to file their client's wills and codicils with the Court.
However, many Surrogate Courts permit the voluntary filing of wills
with the Court for safe keeping.

JUSTIFICATION:  In many cases, upon the death of an individual, the
decedent's family and attorney (if said attorney was not the preparer
of the will) are unable to locate the decedent's most recent will.
This bill, would begin to alleviate that problem by requiring the
attorney for the maker of a will or codicil to file a form with the
Surrogate Court indicating, among other things, the physical address
at which such will or codicil is located.

This bill does not require that the will or codicil be placed with the
Surrogate Court. Nor would it change the practice of Surrogate Courts
permitting the voluntary filing of wills with the Court for safe
keeping. Moreover, this bill not only applies to the attorney for the
maker of the will or codicil and not to the maker himself. An
individual who prepares his/her own will without the assistance of an
attorney would not be subject to the provisions on the bill.


LEGISLATIVE HISTORY:  2013-14 S.1852A/A.1454A; 2011-12 S.808; 2009-10
5.240; 2007-08, S.659; 2005-06, 5.1476; 2003-04, 5.1164; 2001-02,
S.7277.

EFFECTIVE DATE:  Ninetieth day after becoming law.
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A03550 Text:

                           S T A T E   O F   N E W   Y O R K
       ________________________________________________________________________

                                         3550

                              2015-2016 Regular Sessions

                                 I N  A S S E M B L Y

                                   January 27, 2015
                                      ___________

       Introduced by M. of A. THIELE -- read once and referred to the Committee
         on Judiciary

       AN  ACT  to  amend  the  surrogate's court procedure act, in relation to
         establishing a registry of wills and codicils

         THE PEOPLE OF THE STATE OF NEW YORK, REPRESENTED IN SENATE AND  ASSEM-
       BLY, DO ENACT AS FOLLOWS:

    1    Section  1. The surrogate's court procedure act is amended by adding a
    2  new section 2510 to read as follows:
    3  S 2510. REGISTRY OF WILLS AND CODICILS
    4    1. EACH COUNTY SHALL ESTABLISH AND MAINTAIN A REGISTRY  OF  WILLS  AND
    5  CODICILS  EXECUTED  IN THE COUNTY FOR WHICH SUCH COURT HAS JURISDICTION.
    6  SUCH REGISTRY SHALL BE AVAILABLE FOR PUBLIC INSPECTION AND SHALL INCLUDE
    7  THE FOLLOWING INFORMATION:
    8    (A) THE NAME OF THE TESTATOR OR TESTATRIX;
    9    (B) THE DATE ON WHICH SUCH WILL OR CODICIL WAS EXECUTED;
   10    (C) IF A CODICIL, THE DATE OF  EXECUTION  OF  THE  WILL  SUCH  CODICIL
   11  AMENDS; AND
   12    (D) THE PHYSICAL ADDRESS AT WHICH SUCH WILL OR CODICIL IS LOCATED.
   13    2.  UPON  THE  EXECUTION  OF ANY WILL OR CODICIL, THE ATTORNEY FOR THE
   14  TESTATOR OR TESTATRIX SHALL, WITHIN TEN DAYS AFTER ITS EXECUTION, DELIV-
   15  ER TO THE COURT THE INFORMATION SET FORTH IN  SUBDIVISION  ONE  OF  THIS
   16  SECTION FOR INCLUSION IN THE REGISTRY OF WILLS AND CODICILS. SUCH INFOR-
   17  MATION  MAY BE DELIVERED BY MAIL OR ELECTRONIC MEANS AND SHALL BE DELIV-
   18  ERED IN THE FOLLOWING FORM, OR SUBSTANTIALLY SIMILAR FORM:

   19                       "REGISTRY OF WILLS AND CODICILS
   20          COUNTY OF (INSERT COUNTY OF TESTATOR/TESTATRIX RESIDENCE)

   21  NAME OF TESTATOR/TESTATRIX:             (_______________)
   22  DATE WILL OR CODICIL WAS EXECUTED:      (_______________)
   23  IF CODICIL, DATE OF ORIGINAL WILL:      (_______________)

        EXPLANATION--Matter in ITALICS (underscored) is new; matter in brackets
                             [ ] is old law to be omitted.
                                                                  LBD00808-01-5
       A. 3550                             2

    1  PHYSICAL ADDRESS WHERE WILL             (_______________)
    2  IS LOCATED; NO P.O. BOX:                (_______________)
    3                                          (_______________)"

    4    3. THE COURT SHALL MAINTAIN THE FORMAT AND CONTENT OF SUCH REGISTRY ON
    5  A  COMPUTERIZED  DATA  BASE  WHICH SHALL BE UPDATED AT LEAST MONTHLY AND
    6  SHALL PROVIDE A METHOD FOR WHICH REGISTRY INFORMATION MAY  BE  DELIVERED
    7  TO  THE  COURT  ELECTRONICALLY. THE COURT SHALL PROVIDE PUBLIC ACCESS TO
    8  SUCH COMPUTERIZED DATA BASE IN  A  MANNER  THAT  ALLOWS  INDIVIDUALS  TO
    9  SEARCH THE REGISTRY OF WILLS AND CODICILS BY NAME, DATE OR ADDRESS.
   10    4.  NOTHING IN THIS SECTION SHALL BE CONSTRUED TO REQUIRE ANY TESTATOR
   11  OR TESTATRIX TO FILE A WILL OR CODICIL UPON ITS EXECUTION.
   12    5. NO WILL OR CODICIL SHALL BE DEEMED NULL, VOID OR OTHERWISE  WITHOUT
   13  EFFECT DUE TO NONCOMPLIANCE WITH THE PROVISIONS OF THIS SECTION.
   14    S  2.  This  act shall take effect on the ninetieth day after it shall
   15  have become a law.
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