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blz118261 PDF
blz118261 PDF
This is a revised edition of the Substantive Laws, prepared by the Law Revision
Commissioner under the authority of the Law Revision Act, Chapter 3 of the
Substantive Laws of Belize, Revised Edition 2000.
ARRANGEMENT OF SECTIONS 3
This is a revised edition of the Substantive Laws, prepared by the Law Revision
Commissioner under the authority of the Law Revision Act, Chapter 3 of the
Substantive Laws of Belize, Revised Edition 2000.
ARRANGEMENT OF SECTIONS 3
CHAPTER 197
ADMINISTRATION OF ESTATES
ARRANGEMENT OF SECTIONS
PART I
Preliminary
1. Short title.
2. Interpretation.
PART II
PART III
PART IV
PART V
Administration of Assets
33. Real and personal estate of deceased are assets for payment of debt.
35. Right of beneficiary sui juris and absolutely entitled to take over
property.
43. Right to follow property and powers of the court in relation thereto.
PART VI
56. Where trusts fail for want of issue attaining absolutely vested interest.
PART VII
Supplemental
70. Saving.
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FIRST SCHEDULE
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SECOND SCHEDULE
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Preliminary
1. This Act may be cited as the Administration of Estates Act. Short title.
“administration” means, with reference to the real and personal estate of a de-
ceased person, letters of administration, whether general or limited, or with the
will annexed or otherwise;
“conveyance” includes a lease, assent, disclaimer, release and every other as-
surance of property or of an interest therein by any instrument, except a will,
and “convey” has a corresponding meaning;
“defective” includes every person affected by section 19 of the Unsoundness of CAP. 122.
Mind Act, and for whose benefit a receiver has been appointed;
“equitable interests” means all interests and charges in or over land or in the
proceeds of sale thereof, other than legal estates;
“intestate” includes a person who leaves a will but dies intestate as to some
beneficial interest in his real or personal estate;
“land” includes land of any tenure, and mines and minerals, whether or not
held apart from the surface, buildings or parts of buildings (whether the divi-
sion is horizontal, vertical or made in any other way) and other corporeal
hereditaments and a rent or other incorporeal hereditaments, and an ease-
ment, right, privilege or benefit in, over or derived from land and an estate or
interest in land not being an undivided share in land;
“legal estates” means the estates, charges and interests in or over land, sub-
sisting or created at law, which are by statute authorised to subsist or to be
created at law;
“mortgage” means any charge or lien on any property for securing money or
money’s worth;
“personal chattels” means carriages, horses, stable, furniture and effects not
used for business purposes, motor cars and accessories, not used for business
purposes, garden effects, domestic animals, plate, plated articles, linen, china,
glass, books, pictures, prints, furniture, jewellery, articles of household or per-
sonal use or ornament, musical and scientific instruments and apparatus, wines,
liquors and consumable stores, but does not include any chattels used at the
death of the intestate for business purposes nor money or securities for money;
“possession” includes the receipt of rents and profits or the right to receive the
same, if any;
“probate rules” means rules made under section 165 of the Supreme Court of CAP. 91.
Judicature Act;
“property” includes a thing in action and any interest in real or personal prop-
erty;
“real estate”, except as provided in Part VI, means real estate (including chat-
tels real) which by virtue of Part III devolves on the personal representative of
a deceased person;
“rent” includes a rent service or a rentcharge, or other rent, toll, duty or annual
or periodical payment in money or money’s worth, issuing out of or charged
upon land, but does not include mortgage interest;
“tenant for life” includes a person (not being a statutory owner) who has the
1925, c. 18. power of a tenant for life under the Settled Land Act 1925, and also (where
the context requires) one of two or more persons who together constitute the
tenant for life, or have the powers of a tenant for life;
“term of years absolute” means a term of years, taking effect either in posses-
sion or in reversion, with or without impeachment for waste, whether at a rent
or not and whether subject or not to another legal estate, and whether certain
or liable to determination by notice, re-entry, operation of law or by a provi-
sion for cesser or redemption or in any other event (other than the dropping of
a life, or the determination of a determinable life interest), but does not include
any term of years determinable with life or lives or with the cesser of a deter-
minable life interest, nor, if created after the commencement of this Act, a term
of years which is not expressed to take effect in possession within twenty-one
years after the creation thereof where required by this Act to take effect within
that period, and in this definition to the expression “terms of years” includes a
term for less than a year, or for a year or years and a fraction of a year or from
THE SUBSTANTIVE LAWS OF BELIZE REVISED EDITION 2003
year to year;
“trust for sale”, in relation to land, means an immediate binding trust for sale,
whether or not exercisable at the request or with the consent of any person,
and with or without a power at discretion to postpone the sale, and “power to
postpone a sale” means power to postpone in the exercise of a discretion;
PART II
3. (1) With regard to the real estate and personal inheritance of every Abolition of
person dying after the commencement of this Act, there shall be abolished- descent to heir,
curtesy, dower
and escheat.
(a) all existing modes, rules and canons of descent, and
of devolution by special occupancy or otherwise, of
real estate, or of a personal inheritance, whether oper
ating by the general law or by custom of any locality
or otherwise however; and
PART III
Devolution of real 4. (1) All real estate and personal estate to which a deceased per-
and personal son was entitled for an interest not ceasing on his death shall on his death, and
estate on personal
representative. notwithstanding any testamentary disposition thereof, devolve from time to
time on the personal representative of the deceased, in like manner as real
estate and personal estate at the commencement of this Act devolved in Belize
on the personal representative of the deceased.
5. (1) Subject to this Act, all enactments and rules of law, and the Application to
jurisdiction of the court with respect to the appointment of administrators or to real estate of law
affecting chattels
probate or letters of administration, or to dealings before probate in the case of
real.
chattels real, and with respect to costs and other matters in the administration of
personal estate, in force before the commencement of this Act, and all powers,
duties, rights, equities, obligations and liabilities of a personal representative in
force at the commencement of this Act with respect to chattels real, shall apply
and attach to the personal representative and shall have effect with respect to
real estate vested in him.
6. (1) Where, as respects real estate, there are two or more personal Concurrence of
representatives, a conveyance of real estate devolving under this Part shall not, all personal
representatives
except as otherwise provided as respects trust estates including settled land, be
necessary to
made without the concurrence therein of all such representatives or an order of conveyance of
the court, but where probate is granted to one or some of two or more persons real estate.
named as executors, whether or not power is reserved to the other or others to
prove, any conveyance of the real estate may be made by the proving execu-
tors for the time being, without an order of the court, and shall be as effectual as
if the persons named as executors had concurred therein.
PART IV
8. The court shall have power to summon any person named as executor Summons of
in any will to prove or renounce probate of the will, and to do such other things executor to
prove or
concerning the will as have heretofore been customary.
renounce.
(b) is cited to take out probate of the will and does not
appear to the citation; or
his rights in respect of the executorship shall wholly cease, and the representa-
tion to the testator and the administration of his real and personal estate shall
devolve and be committed in like manner as if that person had not been ap-
pointed executor.
Withdrawal of 10. (1) Where an executor who has renounced probate has been per-
renunciation. mitted, whether before or after the commencement of this Act, to withdraw
the renunciation and prove the will, the probate shall take effect and be deemed
always to have taken effect without prejudice to the previous acts and deal-
ings of and notices to any other personal representative who has previously
proved the will or taken out letters of administration, and a memorandum of
the subsequent probate shall be endorsed on the original probate or letters of
administration.
(2) This section applies whether the testator died before or after
the commencement of this Act.
Executor of exe- 11. (1) Subject to subsection (2), an executor of a sole or last surviv-
cutor represents
ing executor of a testator is the executor of that testator.
original testator.
(2) Subsection (1) shall not apply to an executor who does not
prove the will of his testator and, in the case of an executor who on his death
leaves surviving him some other executor of his testator who afterwards proves
the will of that testator, it shall cease to apply on such probate being granted.
(a) an intestacy; or
(a) has the same rights in respect of the real and personal
estate of that testator as the original executor would
have had if living; and
12. (1) Where probate is granted to one or some of two or more per- Right of proving
sons named as executors, whether or not power is reserved to the others or executors to
exercise powers.
other to prove, all the powers which are by law conferred on the personal
representative may be exercised by the proving executor or executors for the
time being and shall be as effectual as if all the persons named as executors had
concurred therein.
(2) This section applies whether the testator died before or after
the commencement of this Act.
Vesting of estate 13. Where a person dies intestate, his real and personal estate, until
of intestate administration is granted in respect thereof, shall vest in the Chief Justice in the
between death same manner and to the same extent as formerly in England in the case of
and grant of
administration.
personal estate it vested in the Ordinary.
(2) The bond shall be given with such surety or sureties and in
such form as the Chief Justice may by general or special order direct and shall
provide a penalty of double the amount of the probable gross value of the real
and personal estate as stated in the petition on which the grant is made or of
such other amount as the Chief Justice may direct.
(4) Nothing in this section shall require the public trustee appointed
CAP. 199. and acting under the Public Trustee Act, to give an administration bond.
(5) The Chief Justice may, in any case in which he thinks it proper
to do so, dispense with the bond required by this section, and may do so
subject to such conditions as he may think fit.
15. In granting administration the court shall have regard to the rights of all Discretion of
persons interested in the estate of the deceased person, or the proceeds of sale court as to
thereof, and, in particular, administration with the will annexed may be granted persons to whom
administration is
to a devisee or legatee, and in regard to land settled previously to the death of to be granted.
the deceased and not by his will, may be granted to the trustees of the settle-
ment and any such administration may be limited in any way the court thinks fit:
Provided that-
16. (1) Probate or administration shall not be granted to more than Provisions as to
four persons in respect of the same property, and, where the gross value of the the number of
personal
estate exceeds five thousand dollars, administration shall, if there is a minority representatives.
or if a life interest arises under the will or intestacy, be granted to not less than
two individuals:
THE SUBSTANTIVE LAWS OF BELIZE REVISED EDITION 2003
(2) This section shall apply to grants made after the date of the
commencement of this Act, whether the testator or intestate died before or
after that date.
Power to grant 17. (1) Subject to subsection (2), probate or administration in re-
representation of spect of the real estate of a deceased person, or any part thereof, may be
real and personal granted either separately or together with probate or administration of his per-
estate separately or
together. sonal estate, and may also be granted in respect of real estate only where
there is no personal estate, or in respect of a trust estate only, and a grant of
administration to real estate may be limited in any way the court thinks proper.
Executor not to 18. Where administration has been granted in respect of any real or per-
act while sonal estate of a deceased person, no person shall have power to bring any
administration is
action or otherwise act as executor of the deceased person in respect of the
in force.
estate comprised in or affected by the grant until the grant has been recalled or
revoked.
Administration 19. (1) Where any legal proceedings touching the validity of the will
pendente lite. of a deceased person or for obtaining, recalling or revoking any grant are
pending, the court may grant administration of the estate of the deceased to an
THE SUBSTANTIVE LAWS OF BELIZE REVISED EDITION 2003
administrator, who shall have all the rights and powers of a general administra-
tor, other than the right of distributing the residue of the estate, and every such
administrator shall be subject to the immediate control of the court and act
under its direction.
(2) The court may, out of the estate of the deceased, assign to an
administrator appointed under this section such reasonable remuneration as the
court thinks fit.
20. If, while any legal proceeding is pending in any court by or against an Continuance of
administrator to whom a temporary administration has been granted, that legal
administration is revoked, the court may order that the proceeding be contin- proceedings
after revocation
ued by or against the new personal representative in like manner as if it had of temporary
been originally commenced by or against him, but subject to such conditions administration.
and variations, if any, as the court directs.
21. (1) If, at the expiration of twelve months from the death of a person, Grant of special
any personal representative of the deceased to whom a grant has been made is administration
where personal
residing out of the jurisdiction of the court, the court may, on the application of
representative is
any creditor or person interested in the estate of the deceased, grant to him in abroad.
the prescribed form special administration of the estate of the deceased.
(2) The court may, for the purpose of any legal proceedings to
which the administrator under the special administration is a party, order the
transfer into court of any money or securities belonging to the estate of the
deceased person, and all persons shall obey any such order.
Administration 22. Administration with the will annexed shall continue to be granted in
with will annexed. every case where a grant was customary before the commencement of this
Act, and in such case the will of the deceased shall be performed and
observed in like manner as if probate thereof had been granted to an executor.
Administration 23. (1) Where an infant is sole executor of a will, administration with
during minority of the will annexed shall be granted to his guardian, or to such other person as the
executor.
court thinks fit, until the infant attains the age of eighteen years, and on his
3 of 1978.
attaining that age, and not before, probate of the will may be granted to him.
Rights and 24. Every person to whom administration of the real and personal estate
liabilities of of a deceased person is granted shall, subject to the limitations contained in
administrator.
the grant, have the same rights and liabilities and be accountable in like manner
as if he were the executor of the deceased.
25. The personal representative of a deceased person shall, when lawfully Duty of personal
required to do so, exhibit on oath in the court, a true and perfect inventory and representative
account of the real and personal estate of the deceased, and the court shall as to inventory.
have power as heretofore to require personal representatives to bring in inven-
tories.
26. (1) A personal representative may distrain for arrears of a rentcharge Rights of action
due or accruing to the deceased in his lifetime on the land affected or charged by and against
therewith, so long as the land remains in the possession of the person liable to p e r s o n a l
representative
pay the rentcharge or of the persons deriving title under him, and in like manner and effect of
as the deceased might have done had he been living. death on certain
causes of action.
(2) A personal representative may distrain upon land for arrears of
rent due or accruing to the deceased in like manner as the deceased might have
done had he been living, and such arrears may be distrained for after the
termination of the lease or tenancy as if the term or interest had not determined,
if the distress is made-
(3) All statutory enactments relating to distress for rent shall apply
to any distress made pursuant to subsection (2).
Provided that this subsection shall not apply to the following causes of
action:
(a) defamation;
(b) the cause of action arose not earlier than six months
before his death and proceedings are taken in
THE SUBSTANTIVE LAWS OF BELIZE REVISED EDITION 2003
(8) The rights conferred by this section for the benefit of the estates
of deceased persons shall be in addition to and not in derogation of any rights
conferred on the dependants of deceased persons by sections 8 to 16 inclusive
of the Torts Act, and so much of this section as relates to causes of action CAP. 172.
against the estates of deceased persons shall apply in relation to causes of
action under the said sections as it applies in relation to other causes of action
not expressly excepted from the operation of subsection (4).
27. (1) Every person making or permitting to be made any payment or Protection of
disposition in good faith under a representation shall be indemnified and persons acting
on probate or
protected in so doing, notwithstanding any defect or circumstance whatever
administration.
affecting the validity of the representation.
same, and the personal representative who acted under the revoked repre-
sentation may retain and reimburse himself in respect of any payments or
dispositions made by him which the person to whom representation is
afterwards granted might have properly made.
Liability of 28. If any person, to the defrauding of creditors or without full valuable
persons consideration, obtains, receives or holds any real or personal estate of a
fraudulently
obtaining or
deceased person or effects the release of any debt or liability due to the estate
retaining estate of the deceased, he shall be charged as executor in his own wrong to the
of deceased. extent of the real and personal estate received or coming to his hands, or the
debt or liability released, after deducting-
Administration of 30. (1) Where the residuary estate of an intestate belongs to the Crown
estate falling to the
Crown. under this Act, administration shall be granted to the Public Trustee or to some
40 of 1963. other person nominated by the Minister in that behalf.
thereof, shall be of the same character, and be instituted and carried on in the
same manner, and be subject to the same rules of law and equity, including,
except as otherwise provided by this Act, the rules of limitation under the statutes
of limitation or otherwise, in all respects as if the adminis-tration had been granted
to the Public Trustee or such nominee as one of the persons interested in the
estate of the deceased.
(4) The Public Trustee or such nominee shall not be required, when
applying for or obtaining administration of the estate of a deceased person for
the use or benefit of Her Majesty, to deliver, nor shall the court be entitled to
receive in connection with any such application or grant of administration, any
affidavit, statutory declaration, account, certificate or other statement verified
on oath, but the Public Trustee or such nominee shall deliver, and the court shall
accept in lieu thereof, an account or particulars of the estate of the deceased
signed by or on behalf of the Public Trustee or such nominee.
31. (1) Where a court of probate in any part of the Commonwealth or Sealing in Belize
a British court of probate in a foreign country has granted probate or letters of of probate, etc.,
already granted
administration in respect of the estate of a deceased person, or where a court in in United
Scotland has granted confirmation, the probate or letters or confirmation so Kingdom or
granted may, on being produced to, and a copy thereof deposited with, the British
court, be sealed with the seal of the court and, thereupon, shall be of the like possession.
force and effect and have the same operation in Belize as if granted by the
court:
THE SUBSTANTIVE LAWS OF BELIZE REVISED EDITION 2003
(a) that the estate duty, if any, has been paid in respect
of so much, if any, of the estate as is liable to estate
duty in Belize; and1
“British court in a foreign country” means any British court having jurisdiction
out of Her Majesty’s dominions in pursuance of an Order in Council, whether
made under any Act or otherwise;
Special provisions 32. (1) Where it is alleged by an applicant for probate or letters of
for small estates. administration whether with the will annexed or in cases of intestacy that the
14 of 1964.
net value of the estate which is the subject of the application is under four
hundred dollars, the procedure for obtaining a grant of probate or letters of
1
The Estate Duty Act, Chapter 42 of the Revised Edition 1980-1990 was repealed by the
Estate Duty (Repeal) Act (No. 11 of 1991). Consequently, this paragraph applies to estate
duty chargeable on estates before 1st April, 1991, the date Act 11 of 1992 came into force.
(5) Where the net value of the estate is estimated to be less than
four hundred dollars-
(b) the Registrar shall lay his report thereon before the
Chief Justice or other Judge of the Supreme Court
who may, if he is satisfied that the applicant is entitled
to administer the estate of the deceased, direct a grant
THE SUBSTANTIVE LAWS OF BELIZE REVISED EDITION 2003
estate, means the value of the estate after the deductions allowed have been
made.
PART V
Administration of Assets
33. (1) The real and personal estate, whether legal or equitable, of a Real and personal
deceased person, to the extent of his beneficial interest therein, and the real and estate of
deceased are
personal estate of which a deceased person in pursuance of any general power,
assets for
including the statutory power to dispose of entailed interests, dis-poses by his payment of debt.
will, are assets for payment of his debts, whether by specialty or simple con-
tract, and liabilities, and any disposition by will inconsistent with this enactment
is void as against the creditors, and the court shall, if necessary, administer the
property for the purpose of the payment of the debts and liabilities.
34. (1) Subject to this section, on the death of a person, his real or Trust for sale.
personal estate shall be held by his personal representatives-
(b) as to the personal estate, upon trust to call in, sell and
convert into money such part thereof as may not
consist of money,
THE SUBSTANTIVE LAWS OF BELIZE REVISED EDITION 2003
with power to postpone such sale and conversion for such a period as the
personal representatives, without being liable to account, may think proper,
and so that any reversionary interest be not sold until it falls into possession,
unless the personal representatives see special reason for sale, and so also
that, unless required for purposes of administration owing to want of other
assets, personal chattels be not sold except for special reason.
(2) Out of the net money to arise from the sale and conversion of
such real and personal estate, after payment of costs, and out of the ready
money of the deceased, so far as not disposed of by his will, if any, the personal
representative shall pay all such funeral, testamentary and administration
expenses, debts and other liabilities as are properly payable thereout, having
regard to the rules of administration contained in this Part, and out of the
residue of the said money the personal representative shall set aside a fund
sufficient to provide for any pecuniary legacies bequeathed by the will, if any,
of the deceased.
(4) The residue of the said money and any investments for the
time being representing it, including, but without prejudice to the trust for sale,
any part of the estate of the deceased which may be retained unsold and is not
required for the administration purposes aforesaid, is, as regards a person
dying an intestate, in this Act referred to as “the residuary estate of the intestate.”
(5) The income, including net rents and profits of real estate and
chattels real after payment of rates, taxes, rent, costs of insurance, repairs and
THE SUBSTANTIVE LAWS OF BELIZE REVISED EDITION 2003
(6) Nothing in this section affects the rights of any creditor of the
deceased or the rights of the Crown in respect of estate duty.
(7) Where the deceased leaves a will, this section has effect subject
to the provisions contained in the will, and the trust for sale shall extend only so
far as it is necessary to raise money for the payment of the funeral, testamentary
and administration expenses and the debts and other liabilities of the deceased.
35. (1) Notwithstanding the statutory trust for sale of the real estate Rights of
and personal estate of a deceased person, the personal representatives shall be beneficiary sui
juris and
bound, if requested to do so, to convey or deliver over to all persons of full age
absolutely
absolutely entitled to the residuary estate of the deceased or any part thereof, entitled to take
any real and personal property not required for the payment of the funeral, over property.
testamentary and administration expenses and the debts and other liabilities of
the deceased, instead of executing the statutory trust for sale.
(2) For the purposes of subsection (1), such person of full age
absolutely entitled as aforesaid may pay to the personal representative the whole
or part of the money necessary to meet the funeral, testamentary and
administration expenses and the debts and other liabilities of the deceased so as
to render unnecessary the sale and realisation of the whole or part of the real
and personal property of the deceased.
THE SUBSTANTIVE LAWS OF BELIZE REVISED EDITION 2003
Notice by exe- 36. (1) Every executor or administrator to whom probate or letters
cutors and adminis- of administration is or are granted shall, so soon as he enters on the adminis-
trators for
lodgement of
tration of the estate and within fourteen days after the date of the grant, cause
claims. a notice to be published in the Gazette and in some newspaper circulating in
the district or town in which the deceased ordinarily resided, calling upon all
persons having claims as creditors against the deceased or his estate to lodge
them with the executor or administrator within three months from the date of
the first publication of the notice.
Duties of exe- 37. (1) On the expiration of the period notified in the Gazette in man-
cutors after
ner hereinbefore provided, every executor or administrator aforesaid shall forth-
expiration of
period for lodging with proceed to rank, according to their legal order of preference, all claims of
claims. creditors against the deceased or his estate lodged with him, or of the exist-
ence of which he knows, and shall pay them in that order of preference as
soon as the funds necessary for that purpose have been realised out of the
estate.
(2) If the proceeds of the estate are found to be insufficient for the
payment of all the valid claims of creditors against it, the executor or administrator
shall be liable to pay to anyone having a valid claim the amount which that
person would have been entitled to receive in respect of his claim if ranked
according to the legal order of preference, so far as the executor or administrator
has, within the period last mentioned, or afterwards at any time when he knew
of the existence of the claim, paid that amount to any person the payment of
whose claim against the deceased or his estate according to the legal order of
preference ought to have been postponed until the valid claim aforesaid had
been satisfied, reserving always to the executor or administrator recourse against
the person to whom payment of his claim was improperly made:
Provided that-
Suspension of 38. No person who has obtained the judgment of a competent court against
execution of a deceased person in his lifetime, or against his executor or estate, shall sue
judgments
out or obtain any process in execution thereon before the expiration of the
against
deceased. period notified in the Gazette in manner provided in section 36, and no per-
son shall thereafter within six months after the grant of probate or letters of
administration obtain any process in execution without first obtaining an order
of the court.
Administration of 39. (1) Where the estate of a deceased person is insolvent, his real
assets where and personal estate shall be administered in accordance with the rules set out
estate insolvent.
Part I, First
in Part I of the First Schedule.
Schedule.
(2) The right of retainer of a personal representative and his right
to prefer creditors may be exercised in respect of all assets of the deceased,
but the right of retainer shall only apply to debts owing to the personal
representative in his own right whether solely or jointly with another person.
(4) Where the estate of a deceased person is solvent his real and
personal estate shall, subject to rules of court and the provisions hereinafter
contained as to charges on property of the deceased, and to the provisions, if
any, contained in his will, be applicable towards the discharge of the funeral,
testamentary and administration expenses, debts and liabilities payable thereout
First Schedule. in the order mentioned in Part II of the First Schedule.
Part II.
40. (1) Where a person dies possessed of, or entitled to, or under a Charges on
general power of appointment including the statutory power to dispose of en- property of
deceased to be
tailed interests, by his will disposes of, an interest in property, which at the time paid primarily
of his death is charged with the payment of money, whether by way of legal out of the
mortgage, equitable charge or otherwise, including a lien for unpaid purchase property
money, and the deceased has not by will, deed or other document signified a charged.
contrary or other intention, the interest so charged shall, as between the
different persons claiming through the deceased, be primarily liable for the
payment of the charge, and every part of the said interest, according to its
value, shall bear a proportionate part of the charge on the whole thereof.
41. (1) A personal representative may assent to the vesting, in any Effect of assent
person who, whether by devise, bequest, devolution, appropriation or other- or transfer by
wise, may be entitled thereto, either beneficially or as a trustee or personal personal
representative.
representative, of any estate or interest in real estate to which the testator or
intestate was entitled or over which he exercised a general power of appoint-
ment by his will, including the statutory power to dispose of entailed interests,
THE SUBSTANTIVE LAWS OF BELIZE REVISED EDITION 2003
(2) The assent shall operate to vest in that person the estate or
interest to which the assent relates and, unless a contrary intention appears,
the assent shall relate back to the death of the deceased.
assent merely by reason of the subsistence of any such duties, debt or liability if
reasonable arrangements have been made for discharging the same, and an
assent may be given subject to any legal estate or charge by way of a legal
mortgage.
(8) This section applies to assents and transfers made after the
commencement of this Act, whether the testator or intestate died before or
after such commencement.
(3) This section applies whether the testator or intestate died before
or after the commencement of this Act.
Validity of convey- 44. (1) All transfers of any interest in real or personal estate made to
ance not affected a purchaser either before or after the commencement of this Act by a person
by revocation of
representation. to whom probate or letters of administration have been granted are valid,
THE SUBSTANTIVE LAWS OF BELIZE REVISED EDITION 2003
(2) This section takes effect without prejudice to any order of the
court made before the commencement of this Act, and applies whether the
testator or intestate died before or after such commencement.
45. (1) In dealing with the real and personal estate of the deceased, his Powers of
personal representatives shall, for purposes of administration, or during a management.
minority of any beneficiary or the subsistence of any life interest, or until the
period of distribution arrives, have-
(2) Nothing in this section shall affect the right of any person to
require an assent or transfer to be made.
Powers of 46. (1) For giving effect to beneficial interests, the personal represen-
personal tatives may demise land for a term of years absolute, with or without impeach-
representative
for raising ment for waste, to trustees on usual trusts for raising or securing any principal
money, etc. sum and the interest thereon for which the land, or any part thereof, is liable,
and may grant a rentcharge for giving effect to any annual or periodical sum for
which the land or the income thereof or any part thereof is liable.
Power to appoint 47. (1) Where an infant is absolutely entitled under the will or on the
trustees of infant’s intestacy of a person dying before or after the commencement of this Act, in
property.
this subsection called “the deceased”, to a devise or legacy, or to the residue
of the estate of the deceased, or any share therein, and such devise, legacy,
residue or share is not under the will, if any, of the deceased, devised or
bequeathed to trustees for the infant, the personal representatives of the
deceased may appoint two or more individuals not exceeding four, whether or
not including the personal representatives or one or more of the personal
representatives, to be the trustee or trustees of any such devise, legacy,
residue or share for the infant, and to be trustees of any land devised or any
land being or forming part of such residue or share for the purposes of the
1925, c. 18. Settled Land Act 1925, and of the statutory provisions relating to the manage-
ment of land during a minority, and may execute or do any assurance or thing
requisite for vesting such devise, legacy, residue or share in the trustee or
trustees so appointed.
shall be discharged from all further liability in respect of such devise, legacy,
residue or share, and it may be retained in its existing condition or state of
investment, or may be converted into money, and such money may be invested
in any authorised investment.
48. Subject to this Act, a personal representative is not bound to distribute Power to postpone
the estate of the deceased before the expiration of one year from the death. distribution.
49. (1) Every executor and administrator shall administer and Duty of personal
distribute the estate which he is appointed to administer according to law and representative to
the provisions of any valid will relating to that estate and, as soon as may be file accounts.
after the expiration of the period notified in the Gazette in accordance with
rules of court and not later than twelve months from the day on which probate
or letters of administration are issued to him, unless upon application to the
Registrar on sufficient cause shown to his satisfaction further time is granted by
the Registrar for that purpose, file in the Registry a full and true account, verified
by affidavit and supported by vouchers, of the administration and distribution of
the estate.
(2) If the account is not the final account it shall set forth all debts
due to the estate still outstanding and all property, goods and effects, still unsold
and unrealised, and the reason why they have not been collected, sold or realised,
as the case may be.
distribution until the estate is fully administered, and if he fails to do so, shall be
liable to be dealt with in accordance with section 50.
(4) The account shall be open at the Registry for inspection, during
office hours for not less than twenty-one days after it is filed, by any person
interested in the estate.
(5) The Registrar shall, immediately after the account is filed, give
notice on two successive Saturdays that it is so open to inspection, by publication
in the Gazette and in some newspaper circulating in the town or district in
which the deceased ordinarily resided, and shall state in the notice the period
and place during and at which the account will be open for inspection.
(6) Anyone interested in the estate may, at any time before the
expiration of the period allowed for inspection, file with the Registrar objection
in writing to the account with the reasons therefor.
Provided that-
50. (1) Whenever an executor or administrator fails to file the account Procedure upon
with the Registrar, or to comply with any direction or requirement mentioned in failure of legal
personal
section 49, the Registrar or any person having an interest in the estate may
representative to
apply to the court for an order calling upon him to show cause why the account file an account.
has not been so filed or the direction or requirement complied with:
Provided that-
Examination of 51. (1) At the request and cost of any interested party, every account
accounts by the filed by an executor or administrator with the Registrar as hereinbefore
accountant. provided, together with all vouchers, books and other documents relating thereto
may, at the expiration of three months after the filing of the account, be laid
before an accountant who shall thereupon examine and investigate the
account and, if it is in order, pass it by certificate indorsed thereon.
THE SUBSTANTIVE LAWS OF BELIZE REVISED EDITION 2003
(2) If the account fails to carry out the terms of the will, if any, or is
incomplete or out of order in any other way whatever, the accountant shall
report to that effect in writing to the Registrar, giving particulars of the defect or
incompleteness of the account, and the Registrar shall thereupon notify the
executor or administrator of the estate of it, with a request to complete or
amend the account in accordance with the report.
(3) The Registrar may, before the account is passed, refer any
question of principle or point of law, or the interpretation of any Act arising
thereon, to the court to be argued in chambers.
(4) The court may in its discretion decide the question without
argument and direct the accountant to certify accordingly.
(5) For the purposes of this section, the Registrar may, with the
approval of the Judge, appoint a fit and proper person as accountant.
52. Nothing in sections 49, 50 and 51 shall deprive any interested party of Saving of right
his right to institute an action for the administration of the estate of a deceased to institute
person or to proceed by summons under Order 55 of the Supreme Court proceedings.
Rules, or any other rules of law or equity for any relief to which he may be
entitled.
53. (1) Every executor and administrator shall, in respect of his admin- Remuneration of
istration, distribution and final settlement of any estate, be entitled to claim and executors and
administrators.
receive out of the assets of the estate, or from anyone who, as legatee, devisee
or creditor, is entitled on administration to the whole or any portion of the
estate, any remuneration fixed by the will of the deceased or, in case no such
remuneration is fixed or the deceased dies intestate, by the Registrar not
exceeding the rates following-
(a) where the total value of the property does not exceed
THE SUBSTANTIVE LAWS OF BELIZE REVISED EDITION 2003
(4) For the purposes of this section, the term “receipts” includes
rent, interest and book debts, but does not include money in the hands of the
deceased at the time of his death, the proceeds of the sale of effects and
realisation of investments, and the like, and the remuneration assessed on the
amount of such money, proceeds of sale and realisation of investments, and
the like, shall not exceed one-half the rates allowed in subsection (1) (a) and
(b).
PART VI
54. (1) The residuary estate of an intestate shall be distributed in the Succession to
manner mentioned in this section, namely- real and personal
estate on
intestacy.
(a) if the intestate leaves a wife or husband, with or without
issue, the surviving wife or husband shall take the
personal chattels absolutely, and the residuary estate
of the intestate, other than the personal chattels, shall
stand charged with the payment of a net sum of six
hundred dollars free of costs to the surviving wife or
husband;
54.01. Notwithstanding anything contained in this Act, where a party to a Succession to the
common law union dies intestate, the distribution of the residuary estate of such real and personal
a party shall be governed by the provisions of this Part, and to give effect to the estate of a party
to a common law
provisions of this section, this Part shall be read and construed with the follow- union who dies
ing modifications:- intestate.
6 of 2001.
(a) wherever the word “wife” occurs in this Part, it shall
be substituted by the words “female party to the
common law union”;
Statutory trusts 55. (1) Where under this Part the issue of the intestate takes the
in favour of issue residuary estate, or any part thereof, it shall, until lawfully paid over to the
and other classes
of relatives of
issue, be held by the personal representatives upon the following trusts, namely-
intestate.
(a) in trust, in equal shares if more than one, for all or
3 of 1978. any of the children or child of the intestate living at
the death of the intestate, who attain the age of
eighteen years or marry under that age, and for all
or any of the issue living at the death of the intestate
who attain the age of eighteen years or marry under
that age of any child of the intestate who predeceased
the intestate, such issue to take, through all degrees
according to their stocks in equal shares if more than
one, the share which their parent would have taken
if living at the death of the intestate, and so that no
issue shall take whose parent is living at the death of
the intestate and so capable of taking;
(2) Where under this Part any class of relatives of the intestate
takes the residuary estate, or any part thereof, it shall, until lawfully paid over to
such relatives, be held by the personal representatives on trusts corresponding
to the statutory trusts on which the residuary estate is to be held for the issue of
the intestate (other than the provision for bringing any money or property into
account) as if such trusts (other than the aforesaid) were repeated with the
substitution of references to the members or member of that class for refer-
THE SUBSTANTIVE LAWS OF BELIZE REVISED EDITION 2003
Where trusts fail 56. If the trusts in favour of the issue of the intestate fail by reason of no
for want of issue child or other issue attaining an absolutely vested interest-
attaining
absolutely vested
interest. (a) the residuary estate of the intestate and the income
thereof and all statutory accumulations, if any, of the
income thereof, or so much thereof as may not have
been paid or applied under any power affecting it,
shall go, devolve and be held under this Part as if
the intestate had died without leaving issue living at
the death of the intestate; and
Application to 57. Where any person dies leaving a will effectively disposing of part of
cases of partial
his property, this Part shall have effect as respects the part of his property not
intestacy.
so disposed of, subject to the following modifications-
59. (1) In this Part “real and personal estate” means every beneficial Interpretation of
interest, including rights of entry and reverter, of the intestate in real and “real and
personal estate”
personal estate which, otherwise than in right of a power of appointment or of
in Part VI.
the testamentary power conferred by statute to dispose of entailed interests, he 6 of 2001
could, if of full age and capacity, have disposed of by his will.
(2) The expression “common law union” as used in this Act shall 6 of 2001.
have the meaning assigned to it in section 148:04 of the Supreme Court of CAP. 91
Judicature Act.
PART VII
Supplemental
60. If any executor or administrator at any time within one year after having Fees paid in
excess repayable.
THE SUBSTANTIVE LAWS OF BELIZE REVISED EDITION 2003
returned his account and paid the fees and duties thereon, discovers that the
estate of the deceased person was estimated at too high a value in such return,
and that the amount of fees or duties paid by him was consequently greater
than he was liable to pay, and makes it appear to be the case to the satisfaction
40 of 1963. of the Minister, it shall be lawful for the Minister to issue his warrant on the
Treasury for the return to such executor or administrator, of any excess of
payment so shown to have been made by him.
Penalty for 62. Every person who takes possession of and in any way administers
unauthorised any part of the personal estate and effects of a deceased person without ob-
intermeddling
taining probate of the will of that deceased person, or letters of adminis-tration
with effects, etc.,
of deceased. of his estate and effects commits an offence and is liable on summary convic-
tion to a fine not exceeding two hundred and fifty dollars, in addition to such
sums as are equal to the amount of fees and duties chargeable on the estate so
taken possession of and administered by him.
Application of 64. Except as otherwise expressly provided, this Act does not apply in
Act.
THE SUBSTANTIVE LAWS OF BELIZE REVISED EDITION 2003
any case where the death occurred before the commencement of this Act.
65. (1) This Act binds the Crown as respects the estates of persons Application to
dying after the commencement this Act, but not so as to affect the time within Crown.
which proceedings for the recovery of real or personal estate vesting in or
devolving on Her Majesty in right of Her Government of Belize may be
instituted.
(2) Nothing in this Act in any manner affects or alters the descent
or devolution of any property for the time being vested in Her Majesty in right
of Her Government of Belize.
66. All grants of administration shall be recorded in a book, and in the Administration
manner heretofore in use, and such grants, together with all the papers in any to be recorded.
wise relating thereto, shall be in all cases made up and filed together in a
convenient form, and arranged and preserved in alphabetical order by the
Registrar in his office.
67. All original wills shall also be recorded and shall have annexed to them Original will to
a copy of any probate granted thereto, together with all other papers filed in the be recorded.
matter of such probate, and shall be arranged and kept conveniently in
alphabetical order in like manner as grants of administration.
68. All original wills and other documents which are under the control of Places for
the court shall be deposited and preserved in such places as the Chief Justice deposit of
may direct, and any wills or other documents so deposited shall, subject to the original wills
and other
control of the court and the probate rules, be open to inspection. documents.
69. An official copy of the whole or any part of a will or an official Official copies of
certificate of any grant of administration may, on payment of the prescribed fee, will.
be obtained from the Registrar.
70. All estates of intestates which escheated or went as bona vacantia to Saving.
the Crown prior to the commencement of this Act but which have not been
THE SUBSTANTIVE LAWS OF BELIZE REVISED EDITION 2003
Ch. 158, taken into possession by the Crown under the Procedure in Escheat
C.L. 1924. Ordinance, shall be treated as residuary estates under section 54 and shall
belong to and vest in the Crown in accordance with section 54 (1) (j) and
administration may be granted under section 30 in respect thereof.
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FIRST SCHEDULE
PART I
[Section 39 (1)]
PART II
[Section 39 (4)]
(b) This part of this Schedule does not affect the liability of land to
answer the death duty imposed thereon in exoneration of other
assets.
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