| RULE
4:80. APPLICATION TO SURROGATE'S COURT FOR PROBATE OR ADMINISTRATION
4:80-1. Application
(a) Contents. Unless a complaint for probate is filed with the
Superior Court pursuant to R. 4:83, an application for the probate
of a will, for letters testamentary, letters of administration,
letters of administration of non-resident estates in which administration
has not been sought in the decedent's state of residence, letters
of administration with the will annexed, letters of administration
ad prosequendum, letters of substitutionary administration and letters
of substitutionary administration with the will annexed shall be
filed with the Surrogate's Court, stating: (1) the applicant's residence;
(2) the name and date of death of the decedent, his or her domicile
at date of death and date of the last will, if any, of decedent;
(3) the names and addresses of the spouse, heirs, next of kin and
other persons, if any, entitled to letters, and their relationships
to decedent, and, to the best of the applicant's knowledge and belief,
identifying any of them whose names or addresses are unknown and
stating further that there are no other heirs and next of kin; (4)
the ages of any minor heirs or minor next of kin; and in an application
for probate of a will, whether the testator had issue living when
the will was made, and whether he or she left any child born or
adopted thereafter or any issue of such after-born or adopted child,
and the names of after-born or adopted children since the date of
the will, or their issue, if any. The applicant shall verify under
oath that the statements are true to the best of the applicant's
knowledge and belief.
(b) Certificates, Affidavits Accompanying the Application. Except
in an application for substitutionary letters, the application shall
be accompanied by a certificate of death or other competent proof
thereof, unless for good cause dispensed with; and in all applications
where a bond is required of the person applying for letters, the
application shall be accompanied by an affidavit of the value of
the personal estate.
(c) Filing. The application for the probate of a will or for letters
of administration shall be filed with the Surrogate's Court of the
county in which the decedent was domiciled at death, or if at that
time the decedent was not domiciled in this State, then with the
Surrogate's Court of any county in which the decedent left any property
or into which any property belonging to the decedent's estate may
have come.
(d) Recording. The application shall be recorded by the Surrogate's
Court.
Note: Source-R.R. 4:99-1, 5:3-2; caption of rule, and text of paragraphs
(a) and (b) amended, new paragraph (c) adopted, and former paragraph
(c) redesignated as paragraph (d) and amended June 29, 1990 to be
effective September 4, 1990; paragraph (a) amended June 28, 1996
to be effective September 1, 1996.
4:80-2. Proof of Will: Nonresident or Deceased Witnesses
(a) Depositions of Nonresident Witnesses. If any subscribing witness
to a will of any person resident or nonresident in this State, at
death resides or is out of the State, the Surrogate's Court may
issue a commission with a photocopy of the will attached authorizing
the taking of the deposition of the witness in the form of a witness-proof.
The commission may be directed to any person before whom depositions
may be taken under R. 4:12-2 and 4:12-3, or to the Surrogate or
Deputy Surrogate of any county of this State, who shall take the
proofs under oath and certify to the taking of the same.
(b) Deceased Witnesses. If all witnesses are deceased, the signature
of each such witness may be proved by one person, and the same person
may prove all signatures. Proof of death of the attesting witnesses
may be made by affidavit without producing certified copies of death
certificates.
Note: Source-R.R. 4:99-2, 5:4-2. Paragraph (a) amended July 26,
1984 to be effective September 10, 1984; paragraphs (a) and (b)
amended June 29, 1990 to be effective September 4, 1990.
4:80-3. Renunciation by or Notice to Next of Kin and Others
If the application for the letters specified in R. 4:80-1(a) (except
letters testamentary) is made to the Surrogate's Court by the person
first entitled thereto, no renunciation or notice shall be required;
but if the application is made by any other person, the applicant
shall file:
(a) The renunciation, acknowledged before an officer qualified
to take acknowledgments of deeds, of all competent adult persons
whose right to the letters is prior or equal to that of the applicant,
containing a request that the letters issue according to the application;
or
(b) proof that at least 10 days' notice of the application has
been given to all such persons residing in this State who have not
renounced, and that at least 60 days' notice, or such notice (not
less than 10 days in length) as the Surrogate's Court by order may
have directed, has been given to all of them who reside outside
this State. If in an application for letters of administration with
the will annexed, it appears that the decedent left a will naming
an executor who has not renounced, proof shall be submitted showing
that like notice has been given to the executor. In any case the
Surrogate's Court may require the applicant to give notice to interested
persons other than those entitled to letters. Such notice may be
served either as prescribed by R. 4:4-4 or by registered or certified
mail return receipt requested to the person's last known address.
If the name or address of any such person entitled to notice is
not known, then an affidavit of inquiry as to such name or address,
made as prescribed by R. 4:4-5(c) shall be filed in lieu of proof
of notice.
(c) In addition to the proofs required in paragraphs (a) and (b)
of this rule, if the application for letters of administration shows
that there are no known next of kin or knowledge thereof, the applicant
shall file proof that at least 20 days' notice of the application
has been given to the Attorney General of this State.
(d) All renunciations shall be recorded by the Surrogate's Court.
Note: Source-R.R. 4:99-3. Amended July 26, 1984 to be effective
September 10, 1984; former caption and text of R. 4:80-3 deleted,
introductory text and paragraphs (a), (b) and (c) of former R. 4:80-4
amended, paragraph (d) adopted, and rule redesignated June 29, 1990
to be effective September 4, 1990; paragraph (b) amended July 13,
1994 to be effective September 1, 1994.
4:80-4. Qualifications
Qualifications of executors and administrators shall be taken
as provided in R. 4:96-1.
Note: New caption and text adopted June 29, 1990 to be effective
September 4, 1990.
4:80-5. Residents Preferred Over Nonresidents
As between persons equally entitled, the Surrogate's Court in
granting letters shall give preference to residents of this State
over nonresidents, unless the best interest of the estate will not
thereby be served.
Note: Source-R.R. 4:99-4. Amended July 26, 1984 to be effective
September 10, 1984; amended June 29, 1990 to be effective September
4, 1990.
4:80-6. Notice of Probate of Will
Within 60 days after the date of the probate of a will, the personal
representative shall cause to be mailed to all beneficiaries under
the will and to all persons designated by R. 4:80-1(a)(3), at their
last known addresses, a notice in writing that the will has been
probated, the place and date of probate, the name and address of
the personal representative and a statement that a copy of the will
shall be furnished upon request. Proof of mailing shall be filed
with the Surrogate within 10 days thereof. If the names or addresses
of any of those persons are not known, or cannot by reasonable inquiry
be determined, then a notice of probate of the will shall be published
in a newspaper of general circulation in the county naming or identifying
those persons as having a possible interest in the probate estate.
If by the terms of the will property is devoted to a present or
future charitable use or purpose, like notice and a copy of the
will shall be mailed to the Attorney General.
Note: Source-R.R. 4:99-7; former R. 4:80-8 amended and rule redesignated
June 29, 1990 to be effective September 4, 1990.
4:80-7. Use of Photostatic Copy Where Will Is Probated in Another
State
If the will of a person resident in this State at death has been
probated in another state or jurisdiction under the laws of which
it cannot be removed therefrom or cannot remain in this State for
permanent filing, a photocopy thereof attached and certified pursuant
to Rule 902(d) of the Rules of Evidence (proof of official record)
may be admitted to probate in lieu of the original will.
Note: Source-R.R. 4:99-10; former R. 4:80-11 amended and rule redesignated
June 29, 1990 to be to be effective September 4, 1990; amended July
10, 1998 to be effective September 1, 1998.
[ 4:80-8. Notice to Creditors to Present Claims ] [deleted]
Note: Source – R.R. 4:114-1 (first and second sentence).
Amended July 7, 1971 to be effective September 13, 1971; amended
July 22, 1983 to be effective September 12, 1983; former R. 4:96-1
amended and rule redesignated as R. 4:80-8 June 29, 1990 to be effective
September 4, 1990; R. 4:80-8 deleted July 27, 2006 to be effective
September 1, 2006.
4:80-9. Testamentary Trustee
If a trustee is named in or pursuant to a will duly admitted to
probate or a successor trustee under a will has been appointed,
the trustee shall, before exercising the authority vested by the
will or the appointment, accept the trusteeship as provided by R.
4:96-1. The acceptance shall recite the names and addresses of the
trustees and the persons interested in the trust and shall identify
their interests. Upon the filing of the acceptance and the power
of attorney required by N.J.S.A. 3B:14-47, letters of trusteeship
shall be issued by the Surrogate's Court. No application, judgment
or order for the issuance of letters shall be required.
Note: Source-R.R. 4:100-1. Amended July 7, 1971 to be effective
September 13, 1971; amended July 26, 1984 to be effective September
10, 1984; former R. 4:81-1 amended and rule redesignated June 29,
1990 to be effective September 4, 1990; amended July 5, 2000 to
be effective September 5, 2000.
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