Also known as:notaries public · notary publics · notary
Written by attorneys — see sources below.
A public officer authorized by a state to administer oaths, certify documents, attest to the authenticity of signatures, and perform official acts in commercial matters such as protesting negotiable instruments.
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How its tested
Common Examples
6
Will Acknowledgment Before Notary
Norman presented his signed will to the bank notary during a credit renewal. The notary recorded the acknowledgment in the journal after Norman signed without verbal reference to the document. The will satisfied the statutory acknowledgment requirement under the Uniform Probate Code.
Self-Authenticating Power of Attorney
Maria Lopez's estate offered a durable power of attorney bearing a notary certificate of acknowledgment. Riverside Hospital introduced the document without calling the notary. The court admitted the form as self-authenticating under the evidence rules.
Blake signed Oliver's name on the power of attorney at Lisa's direction while company notary Hector watched. Hector obtained an acknowledgment from Blake and affixed the notary stamp. The signature carried the statutory presumption of genuineness.
Paternity Acknowledgment by Notary
Mr. Vincent and Mrs. Patterson appeared before a notary public and executed a form acknowledging Vincent as the father of their child. The birth certificate was later changed to reflect Vincent's name. The notarized acknowledgment created Vincent's legal support obligation under state law.
Labine v. Vincent401 U.S. 532 (1971)
Lou Bertha Patterson gave birth to Rita Vincent on March 15, 1962, in Calcasieu Parish, Louisiana. On May 10, 1962, Patterson and Ezra Vincent jointly executed a Louisiana State Board of Health form before a notary public acknowledging that Vincent was the natural father of the child.
This acknowledgment occurred under Louisiana procedures but did not alter the child's status for purposes of intestate succession. Ezra Vincent died intestate on September 16, 1968, in Rapides Parish, Louisiana, leaving substantial property within the state but no will to direct its distribution. Lou Bertha Labine, as guardian and tutrix of Rita Vincent, petitioned the state court for the appointment of an administrator for Vincent's estate, a declaration that Rita Vincent was the sole heir, and an order directing support and maintenance payments for the child. In the alternative, the petition sought a declaration of entitlement to $150 per month in support under Louisiana law.
The administrator of the succession answered the petition by claiming that Vincent's relatives were entitled to the entire estate. The trial court ruled that the father's collateral relations took the property and dismissed the petition with costs. It also denied the support claim in light of Social Security payments of $60 per month and Veterans Administration payments of $40 per month available to the child.
The Louisiana Court of Appeal, Third Circuit, affirmed the judgment, and the Supreme Court of Louisiana denied a petition for writ of certiorari. The child's guardian appealed to the United States Supreme Court, which noted probable jurisdiction.
The surviving spouse consented in writing to the participant's beneficiary designation. The consent was witnessed by a plan representative or notary public. The notarized consent satisfied the waiver requirements under ERISA.
Boggs v. Boggs520 U.S. 833 (1997)
Isaac Boggs began working for South Central Bell in 1949 and remained employed until his retirement in 1985. He was married to Dorothy Boggs from 1949 until her death in 1979, and the couple had three sons. After Dorothy died, Isaac married Sandra Boggs in 1980, and they remained married until Isaac's death in 1989.
Upon retirement, Isaac received a lump-sum distribution of $151,628.94 from the Bell System Savings Plan, which he rolled over into an Individual Retirement Account worth $180,778.05 at his death. He also received 96 shares of AT&T stock from the Bell South Employee Stock Ownership Plan and a monthly annuity of $1,777.67 from the Bell South Service Retirement Program. Dorothy's will bequeathed one-third of her estate to Isaac outright along with a lifetime usufruct in the remaining two-thirds, with naked ownership passing to the sons. A 1980 Louisiana judgment of possession ascribed to Dorothy's estate a community property interest in Isaac's Savings Plan account valued at $21,194.29.
After Isaac's death, Sandra began receiving a survivor annuity and other benefits. The sons filed suit in Louisiana state court claiming a portion of the retirement benefits under Dorothy's will and Louisiana community property law. Sandra then filed a declaratory judgment action in the United States District Court for the Eastern District of Louisiana asserting that ERISA preempts the sons' claims. The District Court granted summary judgment against Sandra. The Fifth Circuit affirmed. The Supreme Court granted certiorari.
A notary public prepared a will but negligently failed to direct proper attestation. The intended beneficiary suffered damages when the will was held invalid. The notary faced tort liability to the beneficiary despite lack of privity.
Lucas v. Hamm364 P.2d 685, 690 (Cal. 1961)
Plaintiffs, who are some of the beneficiaries under the will of Eugene H. Emmick, deceased, brought this action for damages against defendant L. S. Hamm, an attorney at law who had been engaged by the testator to prepare the will. They have appealed from a judgment of dismissal entered after an order sustaining a general demurrer to the second amended complaint without leave to amend.
The allegations of the first and second causes of action are summarized as follows. Defendant agreed with the testator, for a consideration, to prepare a will and codicils thereto for him by which plaintiffs were to be designated as beneficiaries of a trust provided for by paragraph Eighth of the will and were to receive 15 per cent of the residue as specified in that paragraph. Defendant prepared testamentary instruments containing phraseology that was invalid by virtue of section 715.2 and former sections 715.1 and 716 of the Civil Code. Paragraph Eighth of these instruments transmitted the residual estate in trust and provided that the trust shall cease and terminate at 12 o’clock noon on a day five years after the date upon which the order distributing the trust property to the trustee is made by the Court having jurisdiction over the probation of this will. After the death of the testator the instruments were admitted to probate. Subsequently defendant advised plaintiffs in writing that the residual trust provision was invalid and that plaintiffs would be deprived of the entire amount unless they made a settlement with the blood relatives of the testator under which plaintiffs would receive a lesser amount. As a result, plaintiffs were compelled to enter into a settlement under which they received a share of the estate amounting to $75,000 less than the sum which they would have received pursuant to testamentary instruments drafted in accordance with the directions of the testator.
The third cause of action alleges that after admission of the will and codicils to probate, Harold Houghton Emmick, Walton Russell Emmick, Delta Inez Spelman, and Retha Newell instituted a will contest. The executors, defendant, and the contestants reached a settlement agreement under which $10,000 would be paid to the contestants from the assets of the estate in return for releases. Defendant caused to be executed releases which did not preclude the contestants from a subsequent attack upon the validity of the testamentary instruments. As a consequence, the contestants joined in a legal attack upon the validity of the residual clause and plaintiffs would have received an additional sum of $15,000 from the estate if the releases had been prepared in accord with good legal practice.
The trial court sustained a general demurrer to the second amended complaint without leave to amend and entered a judgment of dismissal from which the plaintiffs appealed.
A notary public administers oaths, certifies documents, attests to the authenticity of signatures, and performs official acts in commercial matters such as protesting negotiable instruments.
When is a document self-authenticating because of a notary?
A document accompanied by a certificate of acknowledgment lawfully executed by a notary public or other authorized officer is self-authenticating under the Federal Rules of Evidence. The proponent need not call the notary or offer other extrinsic evidence of authenticity.
Supporting sources
How does notarization affect a power of attorney signature?
A signature on a power of attorney is presumed genuine if the principal acknowledges the signature before a notary public or other individual authorized by law to take acknowledgments.
Does a will require acknowledgment before a notary?
Under the Uniform Probate Code a will is valid if the testator acknowledges it before a notary public or other individual authorized by law to take acknowledgments.
520 U.S. 833 (1997)
…beneficiary, which designation also cannot be changed without further spousal consent, witnessed by a plan representative or notary public. § 1055(c)(2). Sandra Boggs, as the surviving spouse, is entitled to a survivor's annuity under these provisions. She has not waived her right to the survivor's annuity, let alone consented…