
Probate (General)
Rules 1998
1 General definitions
(1) In
these Rules, unless the context otherwise requires –
“abroad” means
outside Jersey;
“Greffier”
means the Judicial Greffier;
“Jersey resident
lawyer” means –
(a) an
advocate;
(b) a
solicitor; or
(c) a
lawyer who is resident in Jersey and qualified under the legal system of any of
the jurisdictions specified for the purposes of Article 6(7);
“Law” means
the Probate (Jersey)
Law 1998;
“personal applicant”
means a person (including a trust corporation) who seeks to obtain a grant
without employing an advocate or solicitor and “personal application”
has a corresponding meaning;
“Schedule”
means the Schedule to these Rules.
(2) Any
reference in these Rules to a numbered Article is a reference to that numbered Article
of the Law.
(3) Any
reference in these Rules to any other enactment is a reference thereto as
amended and includes a reference thereto as extended, by or under any other
enactment.
2 Application, other than pursuant to Article 6(7), for probate
through an advocate or solicitor
(1) Where
a person applies, other than pursuant to Article 6(7), for a grant of
probate through the intermediary of an advocate or solicitor, the person and
the advocate or solicitor shall together appear personally before the Greffier
and shall produce to the Greffier –
(a) a
certificate or other evidence of the death of the deceased;
(b) the
will of the deceased dealing with movable estate in Jersey;
(c) the
form of oath proposed to be sworn;
(d) such
affidavits, renunciations, certificates, resolutions and other documents as the
Greffier may require having regard to all the circumstances of the case; and
(e) the
appropriate stamp duty in relation to the grant.
(2) If
the will of the deceased dealing with movable estate in Jersey has previously
been proved abroad, the person applying for the grant shall, instead of
producing such will to the Greffier, produce to the Greffier either a copy thereof
and of the previous grant duly authenticated under seal by the official having
the custody of the same or the equivalent thereof.
(3) The
oath proposed to be sworn shall be prepared by an advocate or solicitor and
shall be in whichever is applicable of the forms numbered 1(1), 1(2), 1(3),
1(4), 2(1), 2(2), 2(3), 2(4), 3(1), 3(2), 4(1), 4(2), 5(1) or 5(2) set out in
the Schedule, or in a form substantially to the like effect.
(4) If
the Greffier is satisfied that the case is one in which a grant may properly
issue, the oath of executor shall be subscribed and sworn before the Greffier.
(5) Every
will shall be signed by the executor and by the Greffier.
(6) The
provisions of this Rule apply where the person applying for the grant is himself
or herself an advocate or solicitor, but it shall not be necessary for the person
to make the application through the intermediary of, or to be accompanied by,
another advocate or solicitor.
3 Application, other than pursuant to Article 6(7) for a grant of
administration through an advocate or solicitor
(1) Where
a person applies, other than pursuant to Article 6(7), for a grant of
administration through the intermediary of an advocate or solicitor the person
and the advocate or solicitor shall together appear personally before the
Greffier and shall produce to the Greffier –
(a) a
certificate or other evidence of the death of the deceased;
(b) the
form of oath proposed to be sworn;
(c) such
affidavits, renunciations, certificates, resolutions and other documents as the
Greffier may require having regard to all the circumstances of the case; and
(d) the
appropriate stamp duty in relation to the grant.
(2) If
the deceased died domiciled abroad and a grant of administration has previously
been made abroad, the person applying for the grant shall also produce to the
Greffier either the original letters of administration or the equivalent thereof,
or either a copy thereof duly authenticated under seal by the official issuing
the same or the equivalent thereof.
(3) The
oath proposed to be sworn shall be prepared by an advocate or solicitor and
shall be in whichever is applicable of the forms numbered 6(1), 6(2), 6(3),
7(1), 7(2), 7(3), 7(4), 8(1), 8(2), 9(1) or 9(2) set out in the Schedule, or in
a form substantially to the like effect.
(4) If
the Greffier is satisfied that the case is one in which a grant may properly
issue, the oath of administrator shall be subscribed and sworn before the
Greffier.
(5) The
provisions of this Rule shall apply where the person applying for the grant is himself
or herself an advocate or solicitor, but it shall not be necessary for the person
to make the application through the intermediary of, or to be accompanied by,
another advocate or solicitor.
4 Personal applications, other than pursuant to Article 6(7), for
a grant
(1) Subject
to the provisions of Rules 2(6) and 3(5) and paragraph (3) of this Rule, a
person wishing to obtain a grant, other than pursuant to Article 6(7) and
other than through the intermediary of an advocate or solicitor, shall apply in
person to the Greffier and shall produce to the Greffier the documents referred
to in Rule 2(1) and (2) or 3(1) and (2), as the case may be, except, subject to
paragraph (4), the form of oath proposed to be sworn.
(2) No
such application shall be received through an agent of any kind (whether paid
or unpaid) or where the applicant is attended by a person acting or appearing
to act as the applicant’s adviser in the matter.
(3) An
application for a grant in any case which has already been considered by the
Inferior Number shall be made through the intermediary of an advocate or
solicitor.
(4) The
form of oath relating to the application for the grant shall, unless the
applicant shall agree to prepare the same, be prepared by the Greffier.
(5) The
Greffier may require the verification of the identity of an applicant in such
form or manner as the Greffier may stipulate.
5 Application for a grant pursuant to Article 6(7)
(1) An
applicant for a grant pursuant to Article 6(7) may only apply through the
intermediary of a Jersey resident lawyer or a trust corporation.
(2) Where
a person applies for a grant of probate pursuant to Article 6(7), the person
through whom the application is made or, in the case of a trust corporation, a
duly appointed representative of the trust corporation shall deliver to the
Greffier –
(a)
(i) a
copy of the will dealing with movable estate in Jersey and the original grant,
or
(ii) copies
of the said will and original grant duly authenticated under seal by the
official having the custody of the same,
or, in either case, the
equivalent thereof;
(b) the
form of oath in whichever is applicable of the forms numbered 10(1) or 10(2)
set out in the Schedule, or in a form substantially to the like effect duly
sworn by the applicant; and
(c) the
appropriate stamp duty in relation to the grant.
(3) Where
a person applies for a grant of administration pursuant to Article 6(7),
the person through whom the application is made or, in the case of a trust
corporation, a duly appointed representative of the trust corporation shall
deliver to the Greffier –
(a) the
original letters of administration or a copy thereof duly authenticated under
seal by the official issuing the same or the equivalent of either;
(b) the
form of oath in whichever is applicable of the forms numbered 11(1) or 11(2)
set out in the Schedule, or in a form substantially to the like effect duly sworn
by the applicant; and
(c) the
appropriate stamp duty in relation to the grant.
(4) The
grant may be issued by the Greffier in whichever is applicable of the forms
numbered 12(1) or 12(2) set out in the Schedule hereto, or in a form
substantially to the like effect.
6 Application pursuant to Article 6(11)
Where the Inferior Number
forbids any further action by the Greffier under Article 6(10)(b) in
relation to an application for a grant –
(a) the
Greffier shall, within one week from the date of the order of the Inferior
Number, notify the person applying for the grant of the said order; and
(b) any
application under Article 6(11) shall be made by representation within 4
weeks from the date upon which the applicant is so notified.
7 Form of caveat
A caveat shall be in form
number 13 set out in the Schedule, or in a form substantially to the like
effect.
8 Procedure to lift a caveat
(1) A
summons to lift a caveat shall be –
(a) in
form number 14 set out in the Schedule, or in a form substantially to the like
effect; and
(b) supported
by an accompanying affidavit verifying the facts on which the application is
based.
(2) An
order made on the hearing of a summons under paragraph (1) may include an order
for the payment of damages.
9 Affidavits
An affidavit for the
purposes of these Rules which is not required to be sworn before the Greffier
may be sworn before any person authorized to take oaths or affidavits or the
equivalent thereof in the territory where it is made.
10 Attestation of documents
(1) Any
renunciation, disclaimer, certificate or other document required to be executed
in the matter of a grant shall be attested –
(a) if
executed in Jersey, by a Jersey resident lawyer, a Jurat of the Royal Court, a
member of the States or a notary public; or
(b) if
executed abroad, by a person who, under Article 3(2) of the Powers of Attorney
(Jersey) Law 1995, would be competent to attest the document if it
were a registrable power of attorney.
(2) Subject
to paragraph (1) a body corporate may duly execute a document in the
manner permitted by its Articles of Association or other internal regulations.
11 Application for authorization as a trust corporation
(1) An
application for authorization as a trust corporation shall be made to the
Greffier in form number 15 set out in the Schedule, or in a form substantially
to the like effect.
(2) The
Greffier shall exercise discretion in relation to any such application in
accordance with directions made from time to time by the Superior Number of the
Royal Court.
12 Application by a trust corporation
An application for a
grant by a trust corporation shall be made through an officer duly appointed by
the trust corporation for such purposes and upon the appointment of such an
officer or the revocation of any such appointment the trust corporation shall
lodge with the Greffier a certified copy of the resolution of appointment or
revocation.
13 Procedure upon a reference to the Inferior Number by the Greffier
pursuant to Article 13(2)
Where the Greffier refers
an application for a grant to the Inferior Number pursuant to Article 13(2) –
(a) the
Greffier shall, within one week from making the said reference, notify the
named executor and the Attorney General of the said reference and of the
exceptional grounds upon which the reference has been made; and
(b) the
Inferior Number may convene the Attorney General as a party to the application.
14 Removal of executor or administrator pursuant to Article 17
(1) An
application for an order that an executor or administrator be removed from
office shall be made by representation to the Inferior Number and the
representation shall, where practicable, specify the name of the person
proposed as executor or administrator in their place.
(2) Where
the Inferior Number makes an order removing an executor or administrator from
office and making a grant to another person in their place, the oath to be
sworn by that other person shall be made in whichever is applicable of the forms
numbered 16 or 17 set out in the Schedule, or in a form substantially
to the like effect.
15 Form of oath for second or subsequent grant
The oath for a second or
subsequent grant shall be in whichever is applicable of the forms
numbered 16, 17, 18(1) or 18(2) set out in the Schedule, or
in a form substantially to the like effect.
16 Evidence prescribed for the purposes of Article 21
The prescribed evidence
for the purposes of Article 21(2)(a) is –
(a) where
a previous grant of probate has been made –
(i) a
copy of the will dealing with movable estate in Jersey and the grant, or
(ii) copies
of the said will and grant duly authenticated under seal by the official having
custody of the same,
or, in either case, the
equivalent thereof; or
(b) where
a previous grant of administration has been made, the grant or a copy thereof
duly authenticated under seal by the official issuing the same or the
equivalent of either.
17 Form of application for an order pursuant to Article 24
An application for an order
that the executor or the administrator shall exhibit on oath in court a true
and perfect inventory and account of the movable estate of the deceased person
shall be made by summons in form number 19 set out in the Schedule, or in
a form substantially to the like effect.
18 Form of application for an order pursuant to Article 25
An application for an order
pursuant to Article 25 shall be made by representation to the Inferior
Number and the representation shall contain sufficient information supported by
affidavit to enable the Inferior Number to determine the parties (if any) who
should be convened.
19 Form of disclaimer pursuant to Article 26(2)
A person beneficially
entitled to an interest in the movable estate of a deceased person who wishes
to disclaim that interest shall give notice in whichever is applicable of the
forms numbered 20 or 21 set out in the Schedule, or in a form
substantially to the like effect.
20 Deposit of and access to will and other documents
(1) Any
document under the control of the Court other than an original will shall be
retained by the Greffier.
(2) Access
to any document under the control of the Court to which Article 27(3) does
not apply shall be regulated at the discretion of the Court.
21 Documents to be drawn on A4 paper
All oaths, affirmations,
affidavits, renunciations, resolutions, certificates and other documents
required in the matter of a grant shall be drawn on A4 paper, unless the
Greffier otherwise directs.
22 Form of renunciation
A renunciation by a person
named as executor in the will or entitled to a grant of administration shall be
made in whichever is applicable of the forms numbered 22 or 23 in the Schedule,
or in a form substantially to the like effect.
23 Form of various affidavits
(1) An
affidavit in relation to Article 8 of the Wills and Successions
(Jersey) Law 1993 shall be in form number 24 set out in the Schedule,
or in a form substantially to the like effect.
(2) An
affidavit of handwriting shall be in form number 25 set out in the Schedule, or
in a form substantially to the like effect.
(3) A
corrective affidavit in relation to stamp duty payable shall be in form number
26 set out in the Schedule, or in a form substantially to the like effect.
24 Non-contentious business which may be transacted in chambers
(1) In
addition to the business with which the Greffier is expressly empowered to deal
under the terms of the Law, the following non-contentious business may be
transacted in chambers before the Greffier, namely the authorization of a trust
corporation, in accordance with directions given by the Superior Number.
(2) The
following non-contentious business may be transacted in chambers before the
Bailiff alone, namely the right given to the Inferior Number by Article 6(10)(b)
to forbid any further action by the Greffier in relation to a particular
matter.
25 Duplicate grants and copies
(1) Duplicate
grants shall be issued only to the grantee thereof or to the grantee’s
Jersey resident lawyer.
(2) Copies
of wills, with or without the acts of probate, may be issued to any person
applying for the same.
26 Citation
These Rules may be cited
as the Probate (General) Rules 1998.