Part 72
Contentious Probate Proceedings
Contents of this Part
| Scope of this Part | Rule 72.1 |
| How to commence probate proceedings | Rule 72.2 |
| Parties to proceedings for revocation of grant | Rule 72.3 |
| Lodgment of grant in proceedings for revocation | Rule 72.4 |
| Affidavit of testamentary scripts | Rule 72.5 |
| Failure to enter appearance | Rule 72.6 |
| Counterclaim | Rule 72.7 |
| Contents of statements of case | Rule 72.8 |
| Discontinuance and dismissal | Rule 72.9 |
| Compromise of action: trial on affidavit evidence | Rule 72.10 |
| Application for order to bring in will, etc | Rule 72.11 |
| Administration pendente lite | Rule 72.12 |
| Probate counterclaim in other proceedings | Rule 72.13 |
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| Scope of this Part 72.1 (1) This Part applies to probate causes and matters, including applications for the rectification of a will, and the other provisions of these Rules apply to those causes and matters subject to this Part. (2) In this Part "probate action" means an action for the grant of probate of the will, or letters of administration of the estate, of a deceased person or for the revocation of such a grant or for a decree pronouncing for or against the validity of an alleged will, not being an action which is non-contentious or common form probate business; and "will" includes a codicil.
How to commence probate proceedings 72.2 (1) Probate proceedings must be begun by issuing a fixed date claim. (2) The claim form must be indorsed with a statement of the nature of the interest of the claimant and of the defendant in the estate of the deceased to which the action relates. (3) The claimant must file with his claim form his statement of case.
Parties to proceedings for revocation of grant 72.3 Every person who is entitled or claims to be entitled to administer the estate of a deceased person under or by virtue of an unrevoked grant of probate of his will or letters of administration of his estate must be made a party to any proceedings for revocation of the grant.
Lodgment of grant in proceedings for revocation 72.4 (1) Where, at the commencement of proceedings for the revocation of a grant of probate of the will or letters of administration of the estate of a deceased person, the probate or letters of administration, as the case may be, have not been lodged in court, then - (a) if the proceedings are commenced by a person to whom the grant was made, he must lodge the probate or letters of administration at the court within 7 days after the issue of the claim; or (b) if any defendant to the claim has the probate or letters of administration in his possession or under his control, he must lodge it or them at the court within 14 days after the service of the claim form upon him. (2) Any person who fails to comply with paragraph (1) may, on the application of any party to the action, be ordered by the court to lodge the probate or letters of administration within a specified time; and any person against whom such an order is made may not be entitled to take any step in the proceedings without the permission of the court until he has complied with the order.
Affidavit of testamentary scripts 72.5 (1) Unless the court otherwise directs, the claimant and every defendant who has entered an appearance in probate proceedings must swear an affidavit (a) describing any testamentary script of the deceased person, whose estate is the subject of the action, of which he has any knowledge or, if such be the case, stating that he knows of no such script, and (b) if any such script of which he has knowledge is not in his possession or under his control, giving the name and address of the person in whose possession or under whose control it is or, if such be the case, stating that he does not know the name or address of that person. (2) Any affidavit required by this rule must be filed, and any testamentary script referred to therein which is in the possession or under the control of the deponent must be lodged at the court within 14 days after the entry of an appearance by a defendant to the proceedings or, if no defendant enters an appearance and the court does not otherwise direct, before the first hearing. (3) Where any testamentary script required by this rule to be lodged or any part thereof is written in pencil, then, unless the court otherwise directs, a facsimile copy of that script, or of the page or pages thereof containing the part written in pencil, must also be lodged and the words which appear in pencil in the original must be underlined in red ink in the copy. (4) Except with the leave of the court, no party to probate proceedings may be allowed to inspect an affidavit filed, or any testamentary script lodged, by any other party to the proceedings under this rule, unless and until an affidavit sworn by him containing the information referred to in paragraph (1) has been filed. (5) In this rule "testamentary script" means a will or draft thereof, written instructions for a will made by or at the request or under the instructions of the testator and any document purporting to be evidence of the contents, or to be a copy, of a will which is alleged to have been lost or destroyed.
Failure to enter appearance 72.6 (1) Part 12 does not apply to probate proceedings. (2) Where any of several defendants to probate proceedings fails to enter an appearance or to file and serve a defence, the claimant may - (a) after the time for entering an appearance or filing a defence has expired; and (b) upon filing an affidavit proving due service of the claim form and statement of case on that defendant, proceed with the claim as if that defendant had entered an appearance. (3) Where the defendant, or all the defendants, to probate proceedings, fails or fail to enter an appearance or file and serve a defence, then, unless on the application of the claimant the court orders the claim to be dismissed or discontinued, the claimant may after the time limited for entering an appearance, or for serving a defence, by the defendant apply to the court for an order for trial of the proceedings. (4) Before applying for an order under paragraph (3) the claimant must file an affidavit proving due service of the claim form and his statement of case on the defendant. (5) An application under paragraph (3) must be dealt with at the first hearing. (6) Where the court grants an order under paragraph (3), it may direct the proceedings to be tried on affidavit evidence.
Counterclaim 72.7 A defendant to probate proceedings who alleges that he has any claim or is entitled to any relief or remedy in respect of any matter relating to the grant of probate of the will, or letters of administration of the estate, of the deceased person which is the subject of the proceedings must add to his defence a counterclaim in respect of that matter.
Contents of statements of case 72.8 (1) Where the claimant in probate proceedings disputes the interest of a defendant he must allege in his statement of case that he denies the interest of that defendant. (2) In probate proceedings in which the interest by virtue of which a party claims to be entitled to a grant of letters of administration is disputed, the party disputing that interest must show in his statement of case that if the allegations made therein are proved he would be entitled to an interest in the estate. (3) Any party who pleads that at the time when a will, the subject of the proceedings, was alleged to have been executed the testator did not know and approve of its contents must specify the nature of the case on which he intends to rely, and no allegation in support of that plea which would be relevant in support of any of the following other pleas, that is to say - (a) that the will was not duly executed; or (b) that at the time of the execution of the will the testator was not of sound mind, memory and understanding; or (c) that the execution of the will was obtained by undue influence or fraud, must be made by that party unless that other plea is also set out in his statement of case.
Discontinuance and dismissal 72.9 (1) Part 38 does not apply in relation to probate proceedings (2) At any stage of the proceedings the court may, on the application of the claimant or of any party to the proceedings who has entered an appearance, order the proceedings to be discontinued or dismissed on such terms as to costs or otherwise as it thinks just, and may further order that a grant of probate of the will, or letters of administration of the estate, of the deceased person, as the case may be, which is the subject of the proceedings, be made to the person entitled.
Compromise of action: trial on affidavit evidence 72.10 Where, whether before or after the service of the defence in probate proceedings, the parties to the proceedings agree to a compromise, the court may order the trial of the proceedings on affidavit evidence.
Application for order to bring in will, etc 72.11 (1) Any application in probate proceedings for an order under section 22 of the Wills and Probate Ordinance Chap 8 No 2 is to be for an order requiring a person to bring a will or other testamentary paper into court or to attend in court for examination. (2) An application under paragraph (1) may be made without notice but must be supported by evidence setting out the grounds of the application. (3) Any person against whom an order made under paragraph (1) and who denies that the will or other testamentary paper referred to in the order is in his possession or under his control may file an affidavit to that effect.
Administration pendente lite 72.12 Where an order for a grant of administration is made under section 17 of the Wills and Probate Ordinance, Chap 8 No 2, Part 52 applies as if the administrator were a receiver appointed by the court.
Probate counterclaim in other proceedings 72.13 (1) In this rule "probate counterclaim" means a counterclaim in any claim other than probate proceedings by which the defendant claims any such relief as is mentioned in rule 1(2). (2) Subject to the following paragraphs, this Part applies with the necessary modifications to a probate counterclaim as it applies to probate proceedings. (3) A probate counterclaim must contain a statement of the nature of the interest of the defendant and of the plaintiff in the estate of the deceased to which the counterclaim relates. |