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Objecting to Inheritance

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Both of our parents signed a mutual/joint will in 2010. A few years after our father’s death, our mother signed a new and different will. She is now deceased, and my brother claims that she was not allowed to draft a new will. He is objecting to probate. Is he right in his claim, legally speaking?

Inheritance Wills

 

No! your mother had the right to sign a new will because their joint/mutual will was signed before the amendment to the Israeli Law of Inheritance. In a similar case which was brought before the Family Court in Jerusalem (Case # 38653-08-20) it was ruled that since the amendment to the law entered into force after the signing of the mutual/joint will then the surviving mother was allowed to draft a new and different will. The Court also found that the surviving mother did not act in bad faith.

Our late father bequeathed his estate to my sister and I in equal parts. Our late brother’s widow is objecting to the probating of the will. Is she legally allowed to do so?

Inheritance Wills

Possibly so. The Court will first examine whether your brother’s widow may be considered “an interested party”‘ according to the law, meaning, whether she has an objective financial interest in your father’s estate, in the present (not a future interest). If the answer is yes, then she may file her objection. On the whole the Court does not tend to strike out legal proceedings and allow whoever is interested to bring his claim to court (Case # 20705-03-24).

In her will, my late mother bequeathed her entire estate to my brother and disowned my sister and me. We believe that he pressured her into leaving everything to him, because she spent her last years living in his house (in a separate unit). We would like to object to his application for probate. How should we proceed?

Inheritance Objecting to Inheritance

You should file an objection to the Family Registrar. Consequently, the file will be moved to the Family Court in the relevant district. In your objection to probate, you should detail your claim about the undue influence that you claim your brother put on your late mother and ask to cancel the will she made under the influence. The Court will consider all the circumstances surrounding the signing of the will by your late mother (“The Interwoven threads” rule), if there is basis and proof for your claim (Case 70397-03-24).

I have filed an opposition to my late mother’s will. How much importance will the Court give to the notary’s testimony (who drafted the will)?

Inheritance Wills

A great importance indeed. For example, in case # 61436-07-20, the Family Court in Ashdod dismissed an opposition to the probate of a will, after hearing the notary’s testimony, who drafted the deceased will, who had known the deceased and her children for years and who in his testimony clarified the circumstances which led the deceased mother to disown two out of her four children, from her estate.

Is the presence of my uncle’s will beneficiaries, at the time his will was drafted, is enough to have the will cancelled?

Inheritance Wills

Not necessarily. The Family Court in Petach Tikva, has recently probated a will despite the presence of the only beneficiary (the deceased’s wife), at the time of the signature, because she was not one of the witnesses to the will, and did not partake in the drafting of the will, she was just present there (Family Case # 61436-07-20).

 

What does the National Inheritance Register contain ?

Inheritance Objecting to Inheritance

The National Inheritance Register contains computerized information on wills, memos of oral wills, and applications for orders to enforce wills, or to divide a deceased’s estate according to law. In addition it contains details of orders granted in relation to the distribution of a deceased’s estate, whether by will, or by law. Furthermore, it also gives information about orders appointing executors of estates. The information found on the register relates to applications and orders granted by inheritance registrars , and civil and religious courts throughout Israel.

How can a person who wishes to see a will the deceased deposited with the court or inheritance registrar gain access to it ?

Inheritance Objecting to Inheritance
An interested party can apply to the Inheritance Registrar for permission to look at the will, under the 1998 Inheritance Regulations. There is no automatic right to look at it. He must state his interest in doing so and the inheritance registrar has discretion to allow him access to it – in whole, or part. He will only be allowed to see the will, or part of it, in the presence of a member of staff. The inheritance registrar has discretion to allow the interested party to receive a photocopy of the will.

Who has a right to check and see if an application has been made for probate of a will after a person has died ?

Inheritance Objecting to Inheritance
According to the Inheritance Regulations of 1998 “ after the death of a person an interested party is entitled to receive details from the National Inheritance Register relating to the deceased.”
If an application has been made for probate – an order to enforce a will – concerning the deceased, this will be recorded on the register.

Who can object, and what effect will this have on the application to divide up the estate ?

Inheritance Objecting to Inheritance
Any interested person can object to an application for an order to distribute the estate. Once objection is filed, the case is automatically transferred to a court to be heard, usually the family court, though it can be a religious court. The person objecting becomes the defendant.

How is someone likely to know that an application has been made for an order distributing the deceased’s estate and how can they object if they wish to ?

Inheritance Objecting to Inheritance
When an application is made for an order to distribute the estate by way of will or according to common law the strict procedural requirements cover notification of beneficiaries under any will submitted for enforcement and publication of notice of the application in an appropriate newspaper published in Israel . A notice in the newspaper relating to an application for an order to distribute an estate will state a deadline of at least 14 days for filing objections. The Inheritance Registrar himself will check on a national register to see if there are any (other) wills listed relating to the estate. If so, notice will be sent to those beneficiaries who have 14 days from receipt of the notice to object. Strict procedural rules govern the submission of the written objection and require inclusion of an affidavit and other documentation supporting the objection.
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