West Virginia Code 41-5-13 – Ancillary administration; Probate or recordation of foreign will
(a) Where a will relative to any personalty or real estate located or situate within this state has been proved or probated outside of this state by another state or jurisdiction within the United States of America, an authenticated copy thereof and the certificate of probate thereof, by such other state or jurisdiction may be offered for probate in this state, in accordance with the provisions of §41-5-5 or § 41-5-10 of this code, and an ancillary personal representative, executor, or administrator, as the case may be, may be appointed in this state with like effect and with the same powers, authorities, duties, and liabilities as are given to domiciliary personal representatives, executors, and administrators under the provisions of this code.
Terms Used In West Virginia Code 41-5-13
- Affidavit: A written statement of facts confirmed by the oath of the party making it, before a notary or officer having authority to administer oaths.
- Beneficiary: A person who is entitled to receive the benefits or proceeds of a will, trust, insurance policy, retirement plan, annuity, or other contract. Source: OCC
- Decedent: A deceased person.
- Evidence: Information presented in testimony or in documents that is used to persuade the fact finder (judge or jury) to decide the case for one side or the other.
- Executor: A male person named in a will to carry out the decedent
- Fair market value: The price at which an asset would change hands in a transaction between a willing, informed buyer and a willing, informed seller.
- Jurisdiction: (1) The legal authority of a court to hear and decide a case. Concurrent jurisdiction exists when two courts have simultaneous responsibility for the same case. (2) The geographic area over which the court has authority to decide cases.
- Laws of the state: includes the Constitution of the State of West Virginia and the Constitution of the United States, and treaties and laws made in pursuance thereof. See West Virginia Code 2-2-10
- Liabilities: The aggregate of all debts and other legal obligations of a particular person or legal entity.
- Oath: A promise to tell the truth.
- oath: shall be deemed to include an affirmation and the word "swear" or "sworn" to be complied with if the person referred to make solemn affirmation. See West Virginia Code 2-2-7
- Probate: Proving a will
- State: when applied to a part of the United States and not restricted by the context, includes the District of Columbia and the several territories, and the words "United States" also include the said district and territories. See West Virginia Code 2-2-10
- Testate: To die leaving a will.
- Testator: A male person who leaves a will at death.
(b) Where a will, relative only to real estate situate within this state, has been proved or probated outside of this state by another state or jurisdiction within the United States of America and no appointment of an ancillary personal representative, executor, or administrator to administer the real estate within this state is necessary for any proper purpose, an authenticated copy thereof and the certificate of probate thereof may be admitted to record in any county of this state in which the real estate is situate by any person having an interest in the real estate, including a personal representative who has qualified in the other state or jurisdiction.
(1) The interested person or personal representative shall also execute and tender for recording in the county an affidavit setting forth in substance:
(A) A description of the real estate owned by the decedent at the time of his or her death situate within the county in this state where the affidavit is to be recorded together with its assessed value for tax purposes and its fair market value at the date of death of the decedent;
(B) That the decedent died testate a nonresident of this state and that the authenticated copy of the will and the certificate of probate of the other state or jurisdiction is being or has been recorded in the county; and
(C) The names and last known addresses of the personal representative of the decedent’s estate, if any, and of the decedent’s devisees or beneficiaries who are devised or given the real estate under the will.
(2) The clerk of the county commission shall record and index the affidavit, together with the authenticated copy of the will and the certificate of probate, in the same manner and upon the same fees as wills and affidavits of beneficiaries or heirs are recorded and indexed in case of probate administration with appointment of a personal representative. The clerk of the county commission may require a certified copy of the decedent’s death certificate or other proof of death and residence prior to fulfilling the clerk’s responsibilities under this chapter.
(3) A bond, security, or oath is not required when no appointment of an ancillary personal representative, executor, or administrator is made under the provisions of this section.
(c) A document substantially in the following form may be used as the affidavit provided in subsection (b) of this section with the effect as prescribed in this section:
THE COUNTY COMMISSION OF __________ COUNTY, WEST VIRGINIA
IN RE: THE ESTATE OF ______________________
DOD: _____________________
AFFIDAVIT FOR ANCILLARY ADMINISTRATION
OF WEST VIRGINIA REAL ESTATE
WITHOUT APPOINTMENT
(TESTATE)
STATE OF ________________,
COUNTY OF ______________, to-wit:
I, ______________________________, whose address is __________________
_________________________________________________________________, being first duly sworn, upon oath and under penalty of perjury, do depose and say as follows:
- The decedent, _____________________________, died testate (with a will) on _____________________(date of death), a resident of ___________ County, State of ____________________.
- On ____________________ (date), the following person(s) was/were appointed as the personal representative of the Estate of ________________ by the ___________________(name of foreign court), of ___________ (county), ________________(state), being case number _______________, if applicable:
- Name:
____________________________________________
Address: ____________________________________________________
- Name: _____________________________________________________
Address: ____________________________________________________
- An authenticated copy of the Last Will and Testament dated ____________ and the certificate of probate of such other state or jurisdiction is being furnished herewith for recording in this County.
- The Decedent died owning and possessing the following real estate situate in West Virginia:
Description |
County |
Assessed Value |
Fair Market value |
|
a. |
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b. |
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c. |
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d. |
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Total |
- Pursuant to the provisions of the Last Will and Testament of ___________________, the decedent devised the aforesaid real estate to the following beneficiaries of the estate:
a.Name: ____________________________________________________
Address: __________________________________________________
Relationship to Decedent: ____________________________________
Share or percentage: __________
b.Name: ____________________________________________________
Address: __________________________________________________
Relationship to Decedent: ____________________________________
Share or percentage: __________
c.Name: ____________________________________________________
Address: __________________________________________________
Relationship to Decedent: ____________________________________
Share or percentage: __________
d.Name: ____________________________________________________
Address: __________________________________________________
Relationship to Decedent: ____________________________________
Share or percentage: __________
- The Estate of _______________, the decedent, will be/has been fully administered by the domiciliary personal representative under the domiciliary proceedings in the other state or jurisdiction. No appointment of an ancillary personal representative to administer the decedent’s real estate within the State of West Virginia is necessary for any proper purpose.
- I have personal knowledge of the above facts and am interested in the Estate of ____________________, the decedent, as the ( ) acting domiciliary personal representative, ( ) surviving spouse, ( ) beneficiary under the decedent’s will, ( ) heir at law, or ( ) other ______________________________ (describe relationship or interest). [Check one]
______________________________
Signature of Affiant
Taken, subscribed, and sworn to before me the undersigned authority by _________________________________, this day of , 20___.
{seal}
My Commission expires: ______________________________
__________________________________________________
Notary Public
(d) When the authenticated copy of the will and the certificate of probate is so offered, as provided in subsection (a) of this section, the county commission, or the clerk thereof in the vacation of the commission, to which or to whom it is offered, shall presume, in the absence of evidence to the contrary, that the will was duly executed and admitted to probate as a will of personalty in the state or country of the testator‘s domicile, and shall admit the copy to probate as a will of personalty in this state; and if it appears from the copy that the will was proved in the foreign court of probate to have been so executed as to be a valid will of land in this state by the laws thereof, the copy may be admitted to probate as a will of real estate. But any person interested may, within one year from the time the authenticated copy is admitted to record, and so probated, upon reasonable notice to the parties interested, object to the same and have the order admitting the same to probate in this state set aside, upon due and satisfactory proof that the authenticated copy was not a true copy of the will, or that the probate of the will has been set aside by the court by which it was admitted to probate, or that the probate was improperly made.
(e) Notwithstanding anything in this section to the contrary, where an original will of a nonresident decedent exists but has not been proved or probated outside of this state by another state or jurisdiction within the United States of America because the provisions of the laws of the state or jurisdiction do not require the proof or probate of the will, the original of the will may be offered for probate in this state as provided in subsection (a) of this section or may be admitted to record as provided in subsection (b) of this section.