What Is The Procedure To Obtain A Probate

Download as docx, pdf, or txt
Download as docx, pdf, or txt
You are on page 1of 22
At a glance
Powered by AI
The key steps involved in obtaining a probate include extracting the death certificate, checking the validity of the will, filing a petition, and distributing assets according to the will.

The first step is to extract the Death Certificate of the deceased person from the Registration Department of Births and Deaths. The will shall then be obtained and and the validity be checked against the Wills Act 1959 after which certified copy of Death Certificate and Will must be made.

A probate means a grant under the seal of the Court authorizing the executor or executors named in a will to administer the testator's estate.

WHAT IS THE PROCEDURE TO OBTAIN A PROBATE ?

The first step is to extract the Death Certificate of the deceased person from the
Registration Department of Births and Deaths.
The will shall then be obtained and and the validity be checked against the Wills Act
1959 after which certified copy of Death Certificate and Will must be made.
The executor has to petition for Probate in Form 168 verified on oath in an affidavit.
Where the executor applying for Probate is the substitute executor, Form 169 should be
provided and any minor beneficiary involved has to be stated.
Where the application for Grant of Probate is made after 3 years from the death of a
deceased person, reason for the delay has to be stated too.
Where the will does not contain an attestation clause, the Registrar requires an affidavit
from attesting witnesses or any person who was present at the time of execution of the
will or any person who can show that the signature on the Will is that of the testator.
The petition shall be filed in together with the will, certified copy of the will and Death
Certificate.
Once, probate is granted, executor may extract the probate and provide Certificate of
Payment or Exemption of Estate Duty.
Thereafter, the executor shall collect all the assets and give valid receipt of all payments
of debts due to testator's estate.
The executor shall also advertise in leading newspaper for the testator's creditors to
submit claims within 2 months.
Once the said period as advertised in newspaper has expired, the executor can then
proceed to pay the debts of the testator.
After the debts have been settled, the executor will then distribute out of the residue of
the estate to the beneficiaries named in the will and in accordance with the terms of the
will.
Where the property is movable, the executor will deliver such property and request for
acknowledgment of receipt.
Where the property is immovable, the executor has to apply for the transmission of the
property to the executor and later vest the property to the beneficiary.

Finally, after the distribution of the properties, the executor will prepare the accounts of
distribution.
WHAT IS A PROBATE ?
A probate means a grant under the seal of the Court authorizing the executor or
executors named in a will to administer the testator's estate.
A probate shall not be granted to more than 4 persons in regard to the same property.
WHO SHOULD I APPOINT AS AN EXECUTOR ?
There are certain issues you should look into when appointing an executor :

an executor should be at least 21 years old.

an executor should be willing and have the capability to act. Thus you should
obtain the consent from the person you wish to appoint or appoint substitute
executors.

an executor should be trustworthy as he or she has the right to administer your


estate and there are possibilities of misappropriating your assets of the estate.

where your estate is large and includes shareholdings for example, you should
consider appointing an executor with financial and management skills. Your
executor may have to give direction to invest and whether to continue the
business.

You can appoint several executors but probate may be granted to them all
simultaneously or at different times.
WHAT HAPPENS IF MY EXECUTOR RENOUNCES THE PROBATE OF MY WILL ?
Your executor, even though entitled to representation, has the right to renounce his or
her right to the probate of your will and administration.
The Court may permit the renunciation at any time if it is shown that the withdrawal is
for the benefit of the estate or of those interested under the will or intestacy.
Where a person appointed executor by a will renounces the probate of the will and
administration or cited to take out probate of the will but does not appear to the citation,
the rights of such person in respect of the executorship shall wholly cease and the
representation and administration of your estate shall be devolve and be committed in
like manner as if you had not appoint executor.

Renunciation can be made orally by your executor on the hearing of any petition or
probate action, or in writing signed by your executor and attested by an advocate or by
any person before whom an affidavit may be sworn.

FAQ
Q1. What happen if someone dies without a Will?

The estate of the deceased will be frozen. The immediate family


needs to apply for a
Grant of Probate (GP) or Letter of Administration (LA)to unlock
the deceaseds estate before able to transfer it to his/her family
members i.e.the legal beneficiaries.
Q2. In what situation do we apply for a GP or LA?

When there is a Will left behind by the deceased, the immediate


family will apply for a GP. However, when he/she dies without a
Will, the family member have to apply for a LA.
Q3. What is a Letter of Administration (LA)?

An authority given under the seal of the Court for the


administration of the estate of a person who has died without
leaving a Will.
Q4. What is a Grant of Probate (GP)?

A Court order that formally authorizes the executor to


administer the deceaseds estate according to the Will.
Q5. Who can be an executor or trustee?

A natural person above the age of 21 or a Trust company.


Q6. What is the maximum number of executors I can appoint in

my Will?
Maximum of four. One Executor is required for the application
of Probate.

Q7. What are the duties of an executor in a Will?


1) Locate the Will
2) Make funeral arrangement
3) Apply for a Grant of Probate(GP)
4) Call in assets
5) Pay debts
6) Prepare Statement of Accounts
7) Distribute assets according to the Will
8) Carry out some wishes mentioned in the Will
Q8. Under what circumstances does a testator need to appoint a

Guardian and
Trustees?
When there is a minor beneficiary named in the Will. Normally,
the Trustees will hold on trust for the minor till he/she has
attained the age of 21 years old or a Trust Properties or Trust
Fund is created in the Will. A guardian is needed to take care of
the welfare of the minor children if both parents are predeceased

Q9. What are the duties of Trustees?

1) Continue to administer the estate where the properties cannot


be distributed, eg. for a minor or before the trust period ends.
2) Manage the estate according to the instructions and powers
given by the Will and according to the Trustees Act.
3) The appointed trustees cannot benefit by virtue of their office.
All profits must be accounted for.
Q10. I was advised that I should not appoint the same person in

my Will as my Trustee and Guardian. What is the reason for


this?
The role of your Trustee is to hold on trust your money and
other assets for your minor children while your Guardian is to
take care of the welfare of your minor children. Thus, it is
always wise to appoint different people to ensure there is
counter-check, especially on the money left behind by you for
your minor children.
Q11. What are the advantages of having a Will written?

1) You provide for your beneficiaries in the way you choose


rather than letting the Law decides for you.
2) Expedite the legal process.
3) No guarantors (sureties) required by the High Court.
4) You may appoint a guardian of your choice for your infant
children.

5) You exercise the right to appoint people of your choice to


administer your estate and to carry out your wishes so As to
safeguard the interests of those you love and care for.
6) It costs less in terms of legal fees to apply for a GP than a LA.
Q12. Who is an administrator? Who is qualified to be an

administrator?
An administrator is a person appointed by all the legal
beneficiaries to the estate of a deceased who has passed on
without a Will to administer the estate of the deceased.
All legal beneficiaries of the deceased are qualified to be an
administrator.
Q13. I understand that the High Court requires two guarantors

when the deceaseds family member applying for a LA if he/she


passes on without a Will?
Yes, two guarantors (sureties) are required by the High Court by
way of bond equivalent to the gross value of the deceaseds
assets.
Q14. Is it true the consents from all the legal beneficiaries to the

estate of a deceased who passed on without a Will is required


before the administrator can be appointed?
Yes, the consents from all members of the family is required.
Any beneficiary who is not applying to become the
administrator will have to renounce his/her right to the
appointed administrator.

Q15. Under what situations the Court will not require an

administration bond guarantors (sureties) when applying for a


LA?
1) The estate does not exceed RM50,000.00.
2) A trust corporation is being appointed as the administrator.
3) The administrator is the sole beneficiary.
4) A Court waiver full or partial. This is at the discretion of the
Court.
Q16. How long does it take to apply for a Grant of Probate (GP)

or a Letter of
Administration (LA)?
A GP application normally takes a shorter time than a LA
application. Normally a GP can be extracted within a minimum
of three months to a year, depending on the size of the estate;
while a LA normally takes 2 to 5 years.
Q17. What are the essential clauses in a Will?

1) Opening clause
2) Revocation clause
3) Appointment of executors
4) Residuary clause
5) Attestation clause
Q18. What is a residuary clause?

It is one of the vital clauses in a Will. Any asset which the


testator has forgotten to will away will automatically fall under
the residuary clause. Thus, with a residuary clause, there is no
partial intestacy of a Will.
Q19. What happens if my Will does not have a clause on the

residuary estate?
Your Will will become partial intestacy.
Q20. What is an accrual clause in a Will?

In a Will, an accrual clause is one that mentions the subsequent


beneficiary of a particular asset should the earlier mentioned
beneficiary pre-deceases.
Q21. When will my Will be in force?

It will be in force upon execution with two independent


witnesses and is written according to the Will Act 1959.
Q22. What are the assets that cannot be dealt within a Will?

1) Insurance policies.
2) Money in Kumpulan Wang Simpanan Pekerja (KWSP)
account.
3) A joint bank account, provided there is a survivorship clause
mentioned in the agreement when opening the bank account.

Q23. Under The Distribution Act 1958 (As amended in 1997),

what is the distribution among the spouse, parents and issue of


the deceased?
If there are surviving spouse, parents and issue, the distribution
is:1) Spouse ,
2) Parents and
3) Issue in equal shares of the .
If there are surviving spouse and parents only and no issue, the
distribution is:1) Spouse and
2) Parents .
If there are surviving spouse and issue only and no parent, the
distribution is:1) Spouse 1/3 and
2) Issue in equal shares of the 2/3.
If there are surviving parents and issue only and no spouse, the
distribution is:1) Parents 1/3 and
2) Issue in equal shares of the 2/3.
Please note:
- Issue: Includes children and the descendent of children.
Q24. What happen if a person passes on leaving no spouse,

children or parent?

The following person(s) are entitled in accordance to priority


when an intestate dies without leaving behind a surviving
spouse, children or parent:1) brothers and sisters
2) grandparents
3) uncles and aunts
4) great grandparents
5) great uncles and aunts and
6) GOVERNMENT
Q25. Can the witnesses and the testator sign on the Will at

different times?
No, both the witnesses and the testator must sign the Will at the
same time. The function of the witnesses is to confirm and
verify that the testator is of sound mind.
Q26. Can I will away my foreign assets?

Yes, only the movable assets in a foreign country. The


immovable assets will follow the law of the country of domicile.
Q27.

I have a house under joint name with my husband. Can I will my


half share in my house away to whoever I wish?
Yes, you can. The house will be held jointly between your
beneficiary and your husband should you pass on one day.
Q28. Is it true that a testators marriage will automatically revoke

a Will written prior to the marriage?

Yes, it is.
Q29. I am going to inherit some assets from my father when he

passes on in the future. Can I specify them in my Will even


though I do not own the assets at the point when I write my
Will?
Yes, you can.
Q30. Can I produce my Will on videotape or VCD instead of

writing everything down?


No. Under Section 5 of the Will Act 1958, all wills must be
written in a prescribed form.
Q31. Can I sell my assets mentioned in my Will after I signed it?

Yes, you can. Once you have sold off any of the assets
mentioned in the Will, the respective beneficiary will receive
nothing as on the date of your death, there is no such asset.
Q32. Under what circumstance can Amanah Raya Berhad (ARB)

administer the estate of a person who dies intestate?


When the gross value of the estate is less than RM600,000.00.
Q33. At what age will my children inherit my property?

A person is legally capable of holding property upon attaining


the age of 18.
Q34. Can I write my Will in Chinese?

A will can be written in any language. However, where the Will


is not in English a translation certified by a court interpreter or a
translation verified by the affidavit of a person qualified to
translate must be annexed to the application for Grant of
Probate.

Q35. I am an orphan, my mother never come back after leaving

me with my nanny who take care of me since I was three years


old. When I am gone, will my nanny benefit from my estate for
the work done by her?
No, she would not. You need to write a Will and name your
nanny as a beneficiary.
Q36. I was working in USA for five years and had written a Will

there. Now I am back in Kuala Lumpur. Is my Will recognized


by the Court in Malaysia?
Yes, only for movable assets in Malaysia.
Q37. Does a Will need to be stamped and sealed?

No, under the Will Act, a Will need not be stamped.

Q38. Can one of my beneficiaries be the executor, trustee and

guardian in my Will?
Yes, he can. However, for check and balance purposes, it is
always advisable to appoint a guardian who does not perform
the duty of a trustee.
Q39. I want to give everything I own to all my children in equal

shares but I plan to have one or two more children in the near
future. Does it mean I have to rewrite my Will every time I have
a new child?
No. You can include the clause en ventre sa mere which
means future children are included as well.
Q40.

Can a Grant of Probate (GP) be granted on a copy of a Will?


No, normally the Court requires the original copy.

Q41. Can I write a Will for someone when I am one of the

beneficiaries in the Will? Is there any conflict of interest?


There is no restriction on writing a Will. However, if the Will is
contested in Court later and the Court finds suspicious
circumstances exist, probate might not be granted unless the
suspicious are removed.

Q42. I will be getting married in a few months time. I

understand that if I write my Will now, my marriage will revoke


it? What shall I do in the meantime?
Put the name of your fianc in the Will.
Q43. What is Contemplation of Marriage?

When a person gets married, his/her Will will automatically be


revoked unless he/she mentions that he/she is subsequently
going to marry a particular person or he/she is in contemplation
of marriage. In this case, this Will will not get revoked even
after marriage to this particular person.
Q44. Can a beneficiary or his/her spouse be a witness in a Will?

No. A beneficiary or his/her spouse must not be a witness. If


he/she does, then he/she will lose his/her share in the Will.
However, this will not affect the validity of the Will.
Q45. If I have nominated my parents as the beneficiaries for the

money in my KWSP account, can I subsequently will it away to


my spouse? Can my Will revoke the nomination I made earlier?
No. your beneficiary in the Will will not be able to revoke your
earlier nomination in the KWSP account. Under the KWSP Act,
all beneficiaries for the money in the KWSP account must be
mentioned in the prescribed forms provided by KWSP.

Q45. Can I make a pre-arrangement to pay my appointed

guardian periodically for the work done by her in my Will?


Yes, you can. It will be known as a Trust Fund.
Q46. After signing the Will, if the testator divorces his wife who

is a beneficiary in the Will, will she be able to receive the gift


mentioned in the Will?
Yes, she will. A divorce does not render a Will null and void.
Q47. Can I donate a specific amount to charity?

Yes, you can mention the specific amount for donation.


However, in your Will, you need to name the charity that you
want to benefit.
Q48. In my Will, can I create a Trust Fund to pay for the

maintenance expenses of my elderly parents and my retarded


nephew that I loved very much?
Yes, you can. It is known as Maintenance Trust Fund for your
elderly parents and your nephew. Trust Fund can also be
created for payments of education expenses, medical expenses,
monthly donations etc.
Q49. Can I state my funeral arrangements in my Will?

Yes, you can. In a Will, you can mention your wishes and the
executor appointed by you will have to carry out your wishes.
This is one of the purposes of writing a Will.
Q50. I have written a Will five years ago. Since last month, I

have become a Muslim. Is my Will still valid?


No. Once a person professes the Muslim faith, the distribution of
his/her estate will be governed by the Syariah Law.

Q51. Do I have control over the assets that I have willed away in

my Will?
Certainly, a Will only takes effect upon your death.
Q52. Can I will away a joint bank account?

No, if mandate has been given to the bank when opening the
account that upon death of one of the account holders, the
surviving holder will be entitled to the money standing to their
credit in the bank account. However, most banks in Malaysia do
not have the survivorship clause in their agreements.
Q53. What are the common testamentary trusts created in a Will?

Some of the common testamentary trusts in a Will are as


follows:1) Education Trust Fund for children
2) Maintenance Trust Fund for elderly parents

3) Trust Fund for handicapped children/family members


4) Maintenance Trust Fund for spouse
5) Charitable Trust Fund on the education expenses for the poor
Q54. Why I need two witnesses when signing my Will?

Under the Law, two witnesses are required to be present when


the testator signs his/her Will. The purpose of their presence is to
confirm that the testator is of sound mind and aware that he is
signing a Will.
Q55. Do my witnesses need to appear in Court when my

appointed Executor applies for the Grant of Probate when I pass


on later?
No, they need not appear in Court. However, if there is a contest
on the validity of the Will, the Court might need the witnesses to
appear in Court to prove that the testator was of sound mind
when he/she signed the Will.
Q56. What happens if both the witnesses cannot be located or

have already passed away when the executor wants to apply for
the Grant of Probate?
The Executor needs to file an affidavit saying that the witnesses
cannot be located or have already passed away and the Court
might need an affidavit from a person who can verify the
signature of the testator.

Q57. Is it true that the testator must state the reasons as to why

he/she is not providing any gift to a particular family member of


his/her family?
Yes, it is advisable to state the reasons why provisions have not
been made for a particular family member, particularly for those
family members falling under the Inheritance (Family Provision)
Act 1971. This is to avoid any claims from these members under
this Act.
Q58. Who has a right to challenge a Will? Anyone who has an

interest in the estate of the deceased.


Under the Inheritance (Family Provision) Act 1971, certain
categories of people have a right to apply for reasonable
provisions to be made for their maintenance if nothing or
insufficient amount has been left to them under the Will. These
people are:1) The spouse of the deceased.
2) A daughter who has not been married ors incapable of
maintaining herself due to some mental or physical disability.
3) A son who is incapable of maintaining himself due to some
mental or physical disability.

Q59. If I will my house which is still under a mortgage loan to

my son, will he have to settle the outstanding loan before


inheriting the house?
Yes, he has to. Thus, it always advisable to purchase a Mortgage
Reducing
Term Assurance (MRTA) to pay for any outstanding loan should
you pass on suddenly.
Q60. I am a foreigner, a domicile in Malaysia, can I write a Will

and will away my assets I own in Malaysia to my family


members who are non-Malaysian?
Yes, you can.
Q61. If I inherit a house from my father when he passes on, do I

need to pay government estate stamp duty before transferring


the house to my name?
Yes, you do. Only a nominal amount as it is not according to the
current market value of the house. The estate stamp duty was
abolished on 1/11/1991.
Q62. Is it true that a Will cannot revoke an insurance policy with

a nomination?
Yes, a Will cannot revoke any insurance policy with a
nomination made under Section 166 Insurance Act 1996. Under
Section 166 Insurance Act 1996 only the nomination of a spouse
and /or children is allowed. However, the nomination of

parent(s) as a beneficiary is allowed on condition that the policy


holder is not married at the time of making such a nomination.
Any nomination other than these nominations under Section 166
Insurance Act 1996 (i.e. spouse, children and parents) receives
the money as an executor unless the benefit of the policy has
been assigned to him/her.

Q63. Can a bankrupt be an executor or trustee?

No, as the Court may use its discretion to disallow the


appointment.
Q64. Can I name a bankrupt as a beneficiary in my Will?

Not advisable, as the official assignee (OA) who has jurisdiction


over all the bankrupts assets will have the access to such gift.
Q65. My friend is a major shareholder of a private limited

company. Can he will away the house that is registered under his
company which is utilized by him? The company is a separate
legal entity when it was incorporated. Thus, the house he is
staying belong to the company not him.
He cannot will the house away in his Will. However, he can will
indirectly through willing away his holding of shares in the
company to his beneficiary.
Q66. In what circumstances a Will will have to be re-written?

There are a few situations you should consider rewriting a Will:1) Your Will is destroyed or lost.
2) You want to change the proportion or percentage of your
estate distribution.
3) You want to change your beneficiary/beneficiaries,
guardian(s), trustee (s) or executors.
4) Over the years things and situations have changed and your
Will does not reflect your wishes as to how your estate should
be distributed.
Q67. I have a son, named John from my relationship with a man

who has left me. Now, I am married to A. If I do not write a


Will, will my son John be able to receive part of my estate under
the Distribution Act 1958? No, as he is not a legitimate child.
You need to write a Will to include him.
Q68.

I have two wives. One is legally married, the other not as


Malaysian law does not allow polygamy. I have bought some
insurance policies and named my second wife as the beneficiary.
Do I need to mention this policy in my Will to prevent a contest?
Yes, despite the fact that she is a beneficiary she is merely an
executor for the money paid out from the insurance policies.
Your legal wife and children have a right over the money she
receives. To protect her, state in the Will that
This money is for her.

Q69. What is pecuniary legacy?

It is defined under the Probate and Administration Act as


including an annuity, a general legacy or a demonstrative legacy
so far as it is not discharged out of the designated property, and
any general direction by a testator for payment of money,
including all duties free from which any advice, bequest or
payment is made to take effect.
Q70.

I have withdrawn RM88,888.88 from my KWSP account to


invest in some unit trust funds. If I pass on, will my nominee in
my KWSP account be able to receive my unit trust investment as
well?
No, your nominee will not. These unit trust investments form
part of your estate, not part of your KWSP account. You can will
these investments in a Will.

You might also like