MEDICAL FITNESS CERTIFICATE FOR A TESTATOR
Examination date/time: __________ at __________.
Examining doctor: __________, __________, registration __________, at __________.
Patient/Testator: __________, __________, born __________. Identity basis: __________. Personal-law/domicile drafting context: __________ / __________.
CLINICAL OBSERVATIONS
__________. Relevant condition/medication context: __________.
ORIENTATION AND COMMUNICATION
Orientation: __________. Communication: __________.
LIMITED MEDICAL OPINION
__________. This certificate is a contemporaneous clinical observation and not a legal adjudication of will validity.
ESTATE-CONTEXT RECORD
The drafting file identifies marital status __________; children __________; dependants __________; assets __________, __________, __________, __________; liabilities __________; prior wills __________; specific bequests __________; residue __________ to __________ with substitutes __________; minor status __________; expenses __________; The will execution record is __________ at __________, witnessed by __________, __________, and __________, __________.
LEGAL BASIS
Punjab: Section 59 of the Indian Succession Act, 1925 addresses testamentary capacity; the doctor's certificate is evidence of clinical observations, not the statutory execution of the will. Section 63 remains the will-execution rule. The medical professional issues the certificate; no Sub-Registrar filing, statutory fee or appeal route applies to the certificate itself.
Chandigarh: Sections 59 and 63 apply in the same way. The certificate can accompany a will-registration or later court file, but the medical professional does not decide probate or will validity. No statutory filing fee or appeal route applies to this certificate.
PERSONAL DATA NOTICE
This notice is given under the Digital Personal Data Protection Act, 2023.
The purpose of collecting personal data in this medical certificate is to identify the testator and record contemporaneous clinical observations relevant to the testator’s ability to understand testamentary decision-making.
The record will be held by __________ and may be shared with the testator, examining doctor, executor after death, competent court and legal professionals handling a will challenge or estate administration.
If the matter does not proceed, the personal data will be retained for 90 days and then erased. If the matter proceeds, the record will be retained for the matter plus 12 months, except where a statute requires a longer named retention period.
A person named in this document may request correction or erasure where the purpose has ended, withdraw consent for future consent-based processing, or raise a grievance by writing to __________. The record-holder should acknowledge and reply within 30 days.
Data minimisation: this document does not collect a full Aadhaar number, an Aadhaar-card copy, a password or bank credentials.
Personal-data instruction: __________.
SIGNATURE
Examining Doctor: __________