{"jurisdiction": "us-ny", "code": "scpa", "section": "1403", "citation": "SCPA § 1403", "heading": "Persons to be served; content of process 1", "text": ["§ 1403. Persons to be served; content of process", "1.  In a proceeding for the probate of a will process must issue to the following persons if not petitioners:", "(a)  The distributees of the testator.", "(b)  The person or persons designated in the will as executor except that a person designated in the will as substitute or successor executor in the event the designated executor cannot act or fails to qualify need not be served where the designated executor is under no disability.", "(c)  Any person designated in the will as beneficiary, executor, trustee or guardian, whose rights or interests are adversely affected by any other instrument offered for probate that is later in date of execution or which amends or modifies an instrument offered for probate.", "(d)  Any person designated as beneficiary, executor, trustee or guardian in any other will of the same testator filed in the surrogate's court of the county in which the propounded will is filed whose rights or interests are adversely affected by the instrument offered for probate.", "(e) If the propounded will expressly refers to an instrument which created a power of appointment and purports to exercise such power of appointment, any persons designated in the instrument that created such power of appointment whose rights or interests are adversely affected by the instrument offered for probate.", "(f)  The testator in any case where the petition alleges that the testator is believed to be dead.", "(g)  The state tax commission in the case of a non-domiciliary testator.", "(h)  Where any person to whom process is required to be issued has died, process shall issue to his fiduciary and if none has been appointed, to all persons interested as distributees, nominated fiduciaries or named as legatees or devisees under any will of the deceased filed in the court.", "(i)  The provisions of section three hundred fifteen shall apply to a proceeding under this section.", "2.  The process must set forth the name of the proponent and if the will is nuncupative, that fact."], "official_source": "https://www.nysenate.gov/legislation/laws/SCP/1403", "from_official_api": true, "plain_english": "Who must be served in a probate proceeding, and what the process must say.\n- **(1)** Unless they are petitioners, process must go to:\n  - **(a)** the testator's **distributees**; ★\n  - **(b)** the **executor** named in the will, though a **substitute or successor executor** need not be served while the named executor is under no disability;\n  - **(c)** anyone named in the will as beneficiary, executor, trustee or guardian who is **adversely affected by another instrument offered for probate** that is later in date or amends the will;\n  - **(d)** anyone named in **another will** of the testator **filed in the surrogate's court of the same county** who is adversely affected by the offered will; ★\n  - **(e)** if the will expressly refers to and claims to exercise a **power of appointment**, anyone named in the instrument creating the power who is adversely affected;\n  - **(f)** the **testator**, when the petition alleges the testator is believed dead;\n  - **(g)** the **state tax commission**, for a non-domiciliary testator;\n  - **(h)** if a required person has died, that person's **fiduciary**, or if none, the distributees, nominated fiduciaries, legatees and devisees under any will of that person filed in the court;\n  - **(i)** **§ 315** applies.\n- **(2)** The process must name the **proponent** and state if the will is **nuncupative**.", "in_force_on": "2026-05-31", "retrieved": "2026-09-27", "url": "https://elyphived.com/us-ny/scpa/1403", "publisher": "Elyphived LLC"}