WO2006138748A2 - Volontes et testaments - Google Patents

Volontes et testaments Download PDF

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Publication number
WO2006138748A2
WO2006138748A2 PCT/ZA2006/000081 ZA2006000081W WO2006138748A2 WO 2006138748 A2 WO2006138748 A2 WO 2006138748A2 ZA 2006000081 W ZA2006000081 W ZA 2006000081W WO 2006138748 A2 WO2006138748 A2 WO 2006138748A2
Authority
WO
WIPO (PCT)
Prior art keywords
testament
dataset
testator
electronic
identity
Prior art date
Application number
PCT/ZA2006/000081
Other languages
English (en)
Other versions
WO2006138748A3 (fr
Inventor
Michael Myburgh
Jaques Myburgh
Original Assignee
Michael Myburgh
Jaques Myburgh
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Michael Myburgh, Jaques Myburgh filed Critical Michael Myburgh
Publication of WO2006138748A2 publication Critical patent/WO2006138748A2/fr
Publication of WO2006138748A3 publication Critical patent/WO2006138748A3/fr

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Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q99/00—Subject matter not provided for in other groups of this subclass

Definitions

  • THIS INVENTION relates to wills and testaments.
  • this invention relates to a method of making a testament, to making available said testament, to an electronic testament and to a testament repository.
  • Wills, testaments, estates and trusts are normally drafted in accordance with legal and statutory requirements to ensure that the document represents the true will of the testator.
  • the object of this invention is to address at least some of these issues.
  • a method of making a testament including creating in electronic format a dataset representing a will of a testator, the dataset containing authentication means confirming the identity of the testator; and storing in electronic format the dataset.
  • the method may include conducting a personal consultation prior to creating the dataset.
  • the method may include storing the identity of at least one nominee authorized to retrieve the testament.
  • the dataset may include any one or more of a series of images in combination with a soundtrack containing a live presentation by a testator of his will; images of pages of a document containing a will of a testator; and a document containing a will of a testator.
  • the dataset may be in the form of an audio visual recording of a testator presenting his will, graphic images of pages of a testator's will or a word processor document containing the will of a testator.
  • the method may include capturing the dataset on any one of an electromagnetic storage medium, such as a magnetic disk or tape; an optical storage medium such as a compact disk optical read only memory; and a solid state storage medium such as a memory circuit.
  • an electromagnetic storage medium such as a magnetic disk or tape
  • an optical storage medium such as a compact disk optical read only memory
  • a solid state storage medium such as a memory circuit.
  • the method may include storing the dataset on removable media or storing the dataset on a data server.
  • the method may include storing a pre-recorded dataset, for example recording the dataset on a storage medium and then depositing the dataset, or storing a dataset by recording the dataset in real time i.e. over a computer network providing access to the storage medium.
  • the authentication means may be in the form of a physical identification on a storage medium, such as a mark on the storage medium or on the pages of the dataset.
  • the physical identification may be in the form of any one of a signature; and biometrical identification means, such as a fingerprint.
  • the physical identification means may be in a form which is invisible to the human eye under normal lighting conditions, such as a fluorescent ink which fluoresces only when radiated with light of a specific wavelength, such as ultraviolet light.
  • the dataset may include documents in addition to the will of a testator.
  • the dataset may include evidentiary material such as identity documents, policies, certificates, or the like.
  • the dataset may thus not only include the will of the testator, but other documents related to the estate of the testator which may be of use in the administration of the estate.
  • the authentication means may be in the form of an electronic encryption key which may be stored as part of the dataset.
  • the dataset may be encrypted by use of electronic encryption means.
  • the encryption means may use a so called public key infrastructure.
  • the authentication means may be in the form of an electronic overlay on the dataset which creates a watermark effect when reproduced, such as a watermark on each page.
  • Storing the electronic dataset may include, storing the electronic dataset at a secure location.
  • the secure location may be a location which is physically secure in which the storage medium may physically be stored.
  • the secure location may be a location from which the dataset may only be retrieved electronically via secure access means.
  • the access to the dataset may be protected by means of a password, a secure electronic data link, or the like.
  • the method may include an arrangement in which the dataset is created at one location while the dataset is stored at another secure location. More particularly, the dataset may be created at one location and stored on a data server, which may be at another location.
  • the invention extends to a method of making available a testament as herein before described, the method including receiving from a requester a request to retrieve a testament, the request containing at least the identity of the testator; verifying that the requestor is authorized to retrieve the testament; retrieving a dataset representing the will of the testator by use of the identity of the testator; and making available the dataset to the requester.
  • Receiving a request to retrieve a testament may include any one of receiving a physical request via a requisition document, receiving a telephone call, receiving an on-line request and receiving a data message, all of which include the identity of the testator.
  • Verifying that the requestor is authorized to retrieve the testament includes receiving the identity of the requestor and comparing it with the identity of a predefined nominee authorized to receive the testament.
  • Verifying that the requestor is authorized may include any one of reading biometric features of the requester and receiving from a requester a password, to determine if the requester is a predefined nominee authorized to receive the testament. For example a username and password combination may be used to verify the authorization of the requestor, or the requestor's fingerprint or retina may be scanned to identify the requestor.
  • verifying that the requestor is authorized to retrieve the testament may include confirming that a death certificate has been issued for the testator.
  • Retrieving a dataset representing the will of the testator may include accessing an index of the identities of testators to find the dataset of the specific testator.
  • Making available the dataset to the requester may include authorizing release of the dataset.
  • the steps of receiving from a requester a request to retrieve a testament, the request containing at least the identity of the testator; verifying that the requestor is authorized to retrieve the testament; retrieving a dataset representing the will of the testator by use of the identity of the testator; and providing the dataset to the requester may individually or may all be performed on a data server.
  • the invention extends to an electronic testament, which includes a dataset containing in electronic format the will of a testator; and authentication means associating the testator uniquely with the dataset.
  • the dataset may include any one or more of a series of images in combination with a soundtrack containing a live presentation by a testator of his will; images of pages of a document containing a will of a testator; a document containing a will of a testator.
  • the dataset of the electronic testament may include the features as described.
  • the invention extends further to a testament repository which includes a data server operable to store a plurality of electronic testaments as herein before described, the testaments indexed according to the identity of the testators; and access means operatively connected to the data server for accessing the datasets.
  • the data server may be operable to host a database containing the plurality of electronic testaments, as described.
  • the plurality of electronic testaments may be indexed according to the identities of the testators of the electronic testaments.
  • the access means may be in the form of a network interface connectable to a computer network for providing access to the database via the network interface.
  • the network interface may be connectable to a public network such as the Internet.
  • the access means may include a user interface to the data server.
  • the user interface may be in the form of any one of an Internet portal, a wireless application protocol portal, and a cellular telephone interface, operable to provide user friendly access to the data server.
  • the testament repository may include a security arrangement operable to control access to the database.
  • the security arrangement may be in the form of a network firewall for controlling access to the database.
  • Figure 1 shows a schematic block diagram of access routes to a data server of a testament repository in accordance with the invention.
  • Figure 2 shows a data flow diagram of a method of making a testament, in the testament repository of Figure 1.
  • reference numeral 10 refers to access routes to a data server implementing a method of making a testament in accordance with the invention.
  • reference numerals 12, 14, 16, 18 refer to users in the form of Authenticators, Executors, Brokers and Individuals, respectively, all of whom requires access to a testament repository 38 in the form of a data server.
  • a network in the form of a public network, in this example the Internet is represented by reference numeral 20.
  • the users 12, 14, 16, 18 obtain access to the testament repository 38, in use, making the testament repository available to a wide range of users.
  • a security arrangement in the form of access control and a firewall is provided and is operable to control access to the database.
  • the access control levels are indicated by reference numerals 22, 24, 26, 28 and the levels of access are indicated by reference numerals 30, 32, 34, 36. Administrator access is verified at 22 and provides full authority to the authenticator 12, at 30.
  • Executors 14 get access via username and password verification at 24 to obtain limited access to their own customers at 32.
  • brokers 16 get limited access via username and password verification at 26 to obtain limited access to their own customers at 34.
  • An individual 18 get access via username and password verification at 36, but obtains only access to his own records on the data server 38.
  • data sets can be stored in the form of a word processor document 40, a series of scanned graphic images 42, an audio recording 44 (e.g. in MP3 format), an audio visual recording 46 (e.g. in MPEG format), or in another format 48 in which the authenticity can be verified.
  • a word processor document 40 e.g. in MP3 format
  • an audio recording 44 e.g. in MP3 format
  • an audio visual recording 46 e.g. in MPEG format
  • another format 48 in which the authenticity can be verified.
  • FIG 2 is shown a data flow diagram of a method of making a testament 50.
  • Reference numerals 52, 54, 56 refer to recording of personal information, to an audio recording and to an audio/video recording, respectively.
  • a paper document is submitted, which is scanned at 66, verified at 70 and on which is placed a watermark or digital signature at 80 before being lodged onto the data server 38.
  • an electronic document is received onto which is entered a digital signature 68, which is verified at 72 and on which is placed a watermark 82, before being lodged onto the data server 38.
  • the audio recording 54 is digitally recorded and compressed in MP3 format. The data is verified at 74 and a digital signature is placed on the digital file before being lodged onto the data server 38.
  • a digital audio visual recording of a video 56 is made and compressed in MPEG format.
  • the data is verified at 76 and a digital signature is placed on the file at 84, before being lodged onto the data server 38.
  • the data server 38 is in the form of a web server, which is connected to the Internet 20.
  • the Internet connection can be by means of any public or private leased line, such as a dial-up connection, an integrated services digital network line, or the like.
  • the data server 38 operates on a LinuxTM operating system and runs a so-called structured query language (SQL) database server application.
  • SQL structured query language
  • a plurality of testaments are stored as datasets which are in the form of any one of a series of images in combination with a soundtrack containing a live presentation by a testator of his will, images of a document containing a will of a person, or a document containing a will of a person, as discussed above.
  • the legal requirements, to which the datasets have to conform legally to capture the testator's will, are determined by the jurisdiction under which the system is implemented.
  • each dataset is stored on an individual data carrier, such as an optical disk.
  • Each data carrier is authenticated with a unique mark in fluorescent ink, which fluoresces only when radiated with light of a specific wavelength, such as ultraviolet light. For example, a signature or fingerprint may be applied to the data carrier by means of the fluorescent ink.
  • the dataset on the server 38 is stored on electromagnetic storage media in the form of a so called hard disk drive. It is to be appreciated that the dataset can also be stored on an optical disk, a non-volatile solid state memory such as a so called
  • Flash random access memory or the like.
  • the Applicant is of the opinion that the invention as illustrated describes a new method of making a testament and a new method of making available a testament, a new electronic testament and a new testament repository.

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  • Business, Economics & Management (AREA)
  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • General Physics & Mathematics (AREA)
  • Engineering & Computer Science (AREA)
  • Theoretical Computer Science (AREA)
  • Management, Administration, Business Operations System, And Electronic Commerce (AREA)

Abstract

L'invention concerne un procédé de constitution d'un testament qui consiste notamment à créer en format électronique un ensemble de données représentant un testament d'un testateur, l'ensemble de données contenant des moyens d'authentification confirmant l'identité du testateur et stockant dans un format électronique ledit ensemble de données. En outre, un procédé destiné à mettre à disposition ledit testament consiste à recevoir d'un demandeur une requête pour extraire un testament, ladite requête contenant au moins l'identité du testateur, à vérifier que le demandeur est autorisé à extraire le testament, à extraire un ensemble de données représentant les volontés du testateur par utilisation de l'identité de ce dernier et à fournir au demandeur l'ensemble de données.
PCT/ZA2006/000081 2005-06-21 2006-06-20 Volontes et testaments WO2006138748A2 (fr)

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
ZA200505009 2005-06-21
ZA2005/05009 2005-06-21

Publications (2)

Publication Number Publication Date
WO2006138748A2 true WO2006138748A2 (fr) 2006-12-28
WO2006138748A3 WO2006138748A3 (fr) 2007-03-08

Family

ID=37571306

Family Applications (1)

Application Number Title Priority Date Filing Date
PCT/ZA2006/000081 WO2006138748A2 (fr) 2005-06-21 2006-06-20 Volontes et testaments

Country Status (2)

Country Link
WO (1) WO2006138748A2 (fr)
ZA (1) ZA200803400B (fr)

Cited By (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN111401025A (zh) * 2020-03-26 2020-07-10 北京爱传承养老产业服务集团有限公司 一种用于遗嘱订立及执行的流程方法
CN111401024A (zh) * 2020-03-26 2020-07-10 北京爱传承养老产业服务集团有限公司 一种用于遗嘱订立流程中的遗嘱范本生成方法

Citations (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
EP0837404A2 (fr) * 1996-10-15 1998-04-22 Pfu Limited Système et méthode de gestion et de publicité d'information testamentaire, ainsi que le support de stockage de son programme
US20020019744A1 (en) * 2000-08-01 2002-02-14 Nec Corporation Last will and testament service method, last will and testament service system, and storage medium storing programs to control same
WO2005045731A1 (fr) * 2003-11-08 2005-05-19 Yang-Woon Lim Systeme et procede pour preparer un testament de fin de vie

Patent Citations (3)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
EP0837404A2 (fr) * 1996-10-15 1998-04-22 Pfu Limited Système et méthode de gestion et de publicité d'information testamentaire, ainsi que le support de stockage de son programme
US20020019744A1 (en) * 2000-08-01 2002-02-14 Nec Corporation Last will and testament service method, last will and testament service system, and storage medium storing programs to control same
WO2005045731A1 (fr) * 2003-11-08 2005-05-19 Yang-Woon Lim Systeme et procede pour preparer un testament de fin de vie

Cited By (2)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN111401025A (zh) * 2020-03-26 2020-07-10 北京爱传承养老产业服务集团有限公司 一种用于遗嘱订立及执行的流程方法
CN111401024A (zh) * 2020-03-26 2020-07-10 北京爱传承养老产业服务集团有限公司 一种用于遗嘱订立流程中的遗嘱范本生成方法

Also Published As

Publication number Publication date
WO2006138748A3 (fr) 2007-03-08
ZA200803400B (en) 2009-02-25

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