“Affidavit of Execution” in Ontario
Snippets of lengthy article, rbbm.
Barry Sherman’s will decreed that if he died, all “net income” from his multibillion-dollar estate would go to wife Honey for her “comfort and maintenance” and “anything else my wife
www.toronto.com
.... '
'A Sherman family member has raised with the Davies law firm a concern over the timing of a legal document related to the 2017 codicil. Sources say the family member was concerned that it was not signed until after Barry and Honey were dead. The document is called an “affidavit of execution” and it is a notarized document used in large estates to provide proof that the witnesses to the will actually did witness it. According to the Sherman family member, this document was not signed by the two witnesses and notarized until after the Shermans were dead.''....
snipped for focus
@dotr Thanks for your post w link & quotes.
IIUC the fam member's concern about the "Affidavit of Execution" is the timing, essentially saying there may have been legal improprieties because the Aff/Exec was signed AFTER the deaths of BS & HS. And suggesting that to be valid, it must be signed at SAME TIME as the will itself is executed (or at least before the deaths of BS & HS).
Briefly
Per link,* the validity of an Aff/Exec. does not hinge on the time or date it is signed. The link supports stmt by atty Thompson of the Davies law firm that there's no requirement that Aff/Exec be completed at same day as will is executed.
Not briefly
"An affidavit of execution is a document sworn by one of the witnesses to the will or codicil, verifying that he or she and the other witness were present at the time of execution of the document attached as exhibit A to the affidavit of execution (being the will or codicil). While NOT PART OF THE WILL ITSELF, an affidavit of execution is typically required when a probate application is filed in ONTARIO. It can most easily be obtained at the SAME TIME as the execution of the will or codicil (or shortly after), but it can also be sworn MUCH LATER, including AFTER the TESTATOR'S DEATH, if one of the witnesses can be located." (I CAPPED for emphasis)
"The purpose of an affidavit of execution is to provide evidentiary support that a will or codicil was executed in compliance with the requirements under the Succession Law Reform Act, R.S.O. 1990, c. S.26."
But IF
"The affidavit of execution is not obtained until after the testator’s death,... DELAY ensues while the estate trustee and/or estate solicitor take steps to locate one of the witnesses." (Again, my CAPS & sbm)
Welcoming correction or clarification.
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www.lexisnexis.ca
Website of ontariocourtforms.on.ca -
"FORM 74.8. Courts of Justice Act. AFFIDAVIT OF EXECUTION OF WILL OR CODICIL. ONTARIO."