LAWCHEK�
& Lawsonline�
Personal Legal Sourcebooks
"LAWCHEK� Wills & Estates"
This is not a substitute for legal advice. An attorney must be consulted. "This work is protected under the copyright laws of the United States. No reproduction, use, or disclosure of this work shall be permitted without the prior express written authorization of the copyright owner. Copyright � 2003 by LAWCHEK, LTD." |
Can a spouse elect against a will in this state? |
A surviving spouse can elect to take one-half of the entire estate if the decedent left no descendants surviving. If the decedent left descendants surviving, then the surviving spouse may elect to take one-third of the estate. (Section 755-5/2-8) Please see specific state for details and/or differences. ALABAMA
| ALASKA | ARIZONA | ARKANSAS
| CALIFORNIA | COLORADO
| CONNECTICUT | DELAWARE
| FLORIDA ALABAMA ALASKA
The augmented estate does not include life insurance or a pension payable to someone other than the surviving spouse. Once this amount is determined, an amount is added that represents the value of property owned by the surviving spouse at time of death computed in the same manner. However, the value of the property owned by the surviving spouse is limited to any amounts which were received from the decedent during his or her lifetime without full consideration at fair market value. This includes any property the spouse would have received with the right of survivorship with the decedent. The total of these computations is then used as the value of the augmented estate, for purposes of determining the intestate share. (Uniform Probate Code section 2-202). A surviving spouse has a right to take an elective share equal to 1/3 of the augmented estate. (Code Section 13.11.070). The surviving spouse must file a Petition within 9 months after the date of death or within 6 months after probate is initiated, whichever is later. (Code Section 13.11.090). ARIZONA
ARKANSAS
CALIFORNIA
COLORADO
CONNECTICUT
DELAWARE
FLORIDA
GEORGIA
HAWAII
IDAHO
In some states, the spouse receives a share of the estate that is defined as "augmented estate." Although this definition can vary slightly from state to state, in general, it has a common meaning as defined by the Uniform Probate Code. The augmented estate means the gross estate reduced by funeral and administration expenses, homestead allowance, family allowances and exemptions, and enforceable claims. Once this amount is determined, then there is an addition back for the value of any property the decedent transferred to anyone other than a bonafide purchaser at fair market value at any time during the marriage. This transfer must fall into one of the following categories:
The augmented estate does not include life insurance or a pension payable to someone other than the surviving spouse. Once this amount is determined, an amount is added that represents the value of property owned by the surviving spouse at time of death computed in the same manner. However, the value of the property owned by the surviving spouse is limited to any amounts which were received from the decedent during his or her lifetime without full consideration at fair market value. This includes any property with the right of survivorship the spouse would have received with the decedent. The total of these computations is then used as the value of the augmented estate, for purposes of determining the intestate share. (Uniform Probate Code section 2-202) The surviving spouse can elect to receive 1/2 of the total augmented quasi-community property estate. The augmented estate includes property received from the decedent but owned by the surviving spouse at time of death, plus the value of any property transferred by the surviving spouse during the marriage without full or adequate consideration. It shall also include property transferred from the decedent to the surviving spouse by joint ownership. The surviving spouse may either require that 1/2 of the property which has been transferred to someone else but is considered to be part of the augmented estate be restored to the estate, or that 1/2 of its value be restored if the transfer occurred within 2 years of death and exceeded $3,000 to any one transferee. This also includes property held with another with right of survivorship. Quasi-community property consists of real estate within the state and all personal property, wherever located, which would have been considered community property had the decedent been domiciled in Idaho at the time of its acquisition. It may also include real estate located in another state if the laws of that state permit Idaho law to control. One-half of Quasi-community property is considered to belong to the decedent and 1/2 to the surviving spouse. If the decedent does not dispose of his or her half by Will, then it also goes to the surviving spouse. This elective share must be reduced by administration expenses, statutory allowances, and claims. The election must be filed with the court within 6 months after publication of notice to creditors. The surviving spouse is still entitled to inherit under the provisions of the decedent�s Will or the intestacy statutes in addition to electing the elective share, unless the spouse expressly renounces these. The surviving spouse is also entitled to a homestead allowance, exempt property and a family allowance regardless of whether the elective share is taken. (Sections 15-2-201, 202, 203, 205, 206). If the surviving spouse is the sole beneficiary, then there is a summary administration procedure where the spouse files a verified petition setting forth certain facts. Notice of hearing must be given. The court will then issue a formal decree allowing distribution without administration. In this case, the surviving spouse assumes and is liable for all indebtedness that might be a claim against the estate. (Section 15-3-1205). ILLINOIS
INDIANA
IOWA
KANSAS
KENTUCKY
LOUISIANA
MAINE
In some states, the spouse receives a share of the estate that is defined as "augmented estate." Although this definition can vary slightly from state to state, in general it has a common meaning as defined by the Uniform Probate Code. The augmented estate means the gross estate reduced by funeral and administration expenses, homestead allowance, family allowances and exemptions, and enforceable claims. Once this amount is determined, then there is an addition back for the value of any property the decedent transferred to anyone other than a bonafide purchaser at fair market value at any time during the marriage, if this transfer falls into one of the following categories:
The augmented estate does not include life insurance or a pension payable to someone other than the surviving spouse. Once this amount is determined, an amount is added that represents the value of property owned by the surviving spouse at time of death computed in the same manner. However, the value of the property owned by the surviving spouse is limited to any amounts which were received from the decedent during his or her lifetime without full consideration at fair market value. This includes any property with the right of survivorship the spouse would have received with the decedent. The total of these computations is then used as the value of the augmented estate, for purposes of determining the intestate share. (Uniform Probate Code section 2-202) A surviving spouse has a right of election to take 1/3 of the augmented estate. (Section 2-201). The augmented estate is determined by subtracting funeral and administration expenses, statutory allowances, and enforceable claims and then adding to this amount the value of any property transferred by the decedent during the marriage for less than full and adequate consideration. The augmented estate does not include life insurance or retirement benefits payable to someone other than the surviving spouse. The value of the augmented estate also includes the value of property owned by the surviving spouse at the time of death, plus the similar addition for any property the spouse would have transferred for less than full and valuable consideration during the marriage. (Section 2-202). The surviving spouse must petition for the elective share within 9 months after the date of death or within 6 months after probate of the Will, whichever is later. (Section 2-205). The surviving spouse is also entitled to a homestead allowance, exempt property and a family allowance regardless of whether the elective share is chosen. (Section 2-206) MARYLAND
MASSACHUSETTS
MICHIGAN
MINNESOTA
In some states, the spouse receives a share of the estate that is defined as "augmented estate." Although this definition can vary slightly from state to state, in general it has a common meaning as defined by the Uniform Probate Code. The augmented estate means the gross estate reduced by funeral and administration expenses, homestead allowance, family allowances and exemptions, and enforceable claims. Once this amount is determined, then there is an addition back for the value of any property the decedent transferred to anyone other than a bonafide purchaser at fair market value at any time during the marriage, if this transfer falls into one of the following categories:
The augmented estate does not include life insurance or a pension payable to someone other than the surviving spouse. Once this amount is determined, an amount is added that represents the value of property owned by the surviving spouse at the time of death computed in the same manner. However, the value of the property owned by the surviving spouse is limited to any amounts which were received from the decedent during his or her lifetime without full consideration at fair market value. This includes any property the spouse would have received with the right of survivorship with the decedent. The total of these computations is then used as the value of the augmented estate, for purposes of determining the intestate share. (Uniform Probate Code section 2-202) Effective for deaths after December 31, 1995, the surviving spouse may elect a share of the augmented estate. In general terms, the augmented estate includes the probate estate plus nonprobate assets. It also includes property the decedent transferred during the marriage if transferred for less than fair and adequate consideration to the extent the transfer amounts to more than $10,000 per year to any one person, and if made during 2 years prior to death. The surviving spouse's property and similar transfers made by the spouse are also included when computing the augmented estate. The amount of the elective share varies depending upon the length of marriage. The minimum is 3% for a marriage of 1 or 2 years and increases to 50% for marriages lasting 15 years or more. The minimum amount is $50,000, regardless of the length of marriage. (Section 524.2-201) Prior to 1996, the spouse did have an elective share, but the computation was made in a different manner. MISSISSIPPI
MISSOURI
MONTANA
In some states, the spouse receives a share of the estate that is defined as "augmented estate." Although this definition can vary slightly from state to state, in general it has a common meaning as defined by the Uniform Probate Code. The augmented estate means the gross estate reduced by funeral and administration expenses, homestead allowance, family allowances and exemptions, and enforceable claims. Once this amount is determined, then there is an addition back for the value of any property the decedent transferred to anyone other than a bonafide purchaser at fair market value at any time during the marriage, if this transfer falls into one of the following categories:
The augmented estate does not include life insurance or a pension payable to someone other than the surviving spouse. Once this amount is determined, an amount is added that represents the value of property owned by the surviving spouse at time of death computed in the same manner. However, the value of the property owned by the surviving spouse is limited to any amounts which were received from the decedent during his or her lifetime without full consideration at fair market value. This includes any property the spouse would have received with the right of survivorship with the decedent. The total of these computations is then used as the value of the augmented estate for purposes of determining the intestate share. (Uniform Probate Code section 2-202) The surviving spouse may elect to take a share of up to 50% of the augmented estate, depending on the length of marriage. (See definition above) The percentage the spouse is entitled to receive reaches a maximum of 50% for those married 15 or more years. Where the computed share amounts to less than $50,000, there is a supplemental amount available. Also, the surviving spouse receives a homestead allowance, a family allowance, and the exempt property, in addition to this elective share. In order to make this election, the spouse must file the election within 9 months of death or within 6 months after probate of the Will, whichever is later. (Section 72-2-221-227) NEBRASKA
In some states, the spouse receives a share of the estate that is defined as "augmented estate." Although this definition can vary slightly from state to state, in general it has a common meaning as defined by the Uniform Probate Code. The augmented estate means the gross estate reduced by funeral and administration expenses, homestead allowance, family allowances and exemptions, and enforceable claims. Once this amount is determined, then there is an addition back for the value of any property the decedent transferred to anyone other than a bonafide purchaser at fair market value at any time during the marriage, if this transfer falls into one of the following categories:
The augmented estate does not include life insurance or a pension payable to someone other than the surviving spouse. Once this amount is determined, an amount is added that represents the value of property owned by the surviving spouse at time of death computed in the same manner. However, the value of the property owned by the surviving spouse is limited to any amounts which were received from the decedent during his or her lifetime without full consideration at fair market value. This includes any property the spouse would have received with the right of survivorship with the decedent. The total of these computations is then used as the value of the augmented estate for purposes of determining the intestate share. (Uniform Probate Code section 2-202) A surviving spouse has the right to take an elective share amounting to 1/3 of the augmented estate. (See definition of augmented estate above). Also, a surviving spouse is entitled to the homestead allowance, family allowance, and exempt property, whether or not he or she takes the elective share. (Uniform Probate Code Section 2-201) In order to claim the elective share, the spouse must file a petition within 9 months after the date of death or within 6 months after the Will is admitted to probate, whichever is later. (Section 2-205) NEVADA
NEW HAMPSHIRE
NEW JERSEY
In some states, the spouse receives a share of the estate that is defined as "augmented estate." Although this definition can vary slightly from state to state, in general it has a common meaning as defined by the Uniform Probate Code. The augmented estate means the gross estate reduced by funeral and administration expenses, homestead allowance, family allowances and exemptions, and enforceable claims. Once this amount is determined, then there is an addition back for the value of any property the decedent transferred to anyone other than a bonafide purchaser at fair market value at any time during the marriage, if this transfer falls into one of the following categories:
The augmented estate does not include life insurance or a pension payable to someone other than the surviving spouse. Once this amount is determined, an amount is added that represents the value of property owned by the surviving spouse at time of death computed in the same manner. However, the value of the property owned by the surviving spouse is limited to any amounts which were received from the decedent during his or her lifetime without full consideration at fair market value. This includes any property the spouse would have received with the right of survivorship with the decedent. The total of these computations is then used as the value of the augmented estate, for purposes of determining the intestate share. (Uniform Probate Code section 2-202) In New Jersey a surviving spouse may claim an elective share of the decedent's assets. This elective share is based on a share of the augmented estate, defined above. The spouse must file this election within 6 months after the appointment of the executor. (Title 3B Chapter 8 Section 1) NEW MEXICO
NEW YORK
NORTH CAROLINA
Where the surviving spouse files an election against the Will, the surviving spouse can receive the same share he or she would have received had the decedent died without a Will, up to a maximum of 1/2 of the decedent's estate before deduction for estate taxes. If the surviving spouse is a second or successive spouse, then the spouse receives only 1/2 of the intestate share, if the decedent is also survived by descendants from a former marriage and has no descendants from the marriage to the surviving spouse. (Section Section 30-3) NORTH DAKOTA
In some states, the spouse receives a share of the estate that is defined as "augmented estate." Although this definition can vary slightly from state to state, in general it has a common meaning as defined by the Uniform Probate Code. The augmented estate means the gross estate reduced by funeral and administration expenses, homestead allowance, family allowances and exemptions, and enforceable claims. Once this amount is determined, then there is an addition back for the value of any property the decedent transferred to anyone other than a bonafide purchaser at fair market value at any time during the marriage, if this transfer falls into one of the following categories:
The augmented estate does not include life insurance or a pension payable to someone other than the surviving spouse. Once this amount is determined, an amount is added that represents the value of property owned by the surviving spouse at time of death computed in the same manner. However, the value of the property owned by the surviving spouse is limited to any amounts which were received from the decedent during his or her lifetime without full consideration at fair market value. This includes any property the spouse would have received with the right of survivorship with the decedent. The total of these computations is then used as the value of the augmented estate for purposes of determining the intestate share. (Uniform Probate Code section 2-202) A surviving spouse has a right of election to take an elective share of 1/3 of the augmented estate. (Uniform probate code section 2-201) The spouse must file a petition within 9 months after the date of death or within 6 months after probate of the Will, whichever is later. A surviving spouse is also entitled to a homestead allowance, exempt property, and a family allowance, whether or not the elective share is taken. (Uniform probate code section 2-206) The surviving spouse's share of exempt property amounts to $10,000. (ND Code Section 30.1-07-01) OHIO
In the case where the decedent died without a Will, the surviving spouse may elect to receive as part of his or her share, the decedent's entire interest in the mansion house, including its household furnishings and adjacent farmland. This election must be made before the final account is filed. (Section 2106.10) OKLAHOMA
OREGON
PENNSYLVANIA
RHODE ISLAND
SOUTH CAROLINA
SOUTH DAKOTA
In some states, the spouse receives a share of the estate that is defined as "augmented estate." Although this definition can vary slightly from state to state, in general it has a common meaning as defined by the Uniform Probate Code. The augmented estate means the gross estate reduced by funeral and administration expenses, homestead allowance, family allowances and exemptions, and enforceable claims. Once this amount is determined, then there is an addition back for the value of any property the decedent transferred to anyone other than a bonafide purchaser at fair market value at any time during the marriage, if this transfer falls into one of the following categories:
The augmented estate does not include life insurance or a pension payable to someone other than the surviving spouse. Once this amount is determined, an amount is added that represents the value of property owned by the surviving spouse at time of death computed in the same manner. However, the value of the property owned by the surviving spouse is limited to any amounts which were received from the decedent during his or her lifetime without full consideration at fair market value. This includes any property the spouse would have received with the right of survivorship with the decedent. The total of these computations is then used as the value of the augmented estate for purposes of determining the intestate share. (Uniform Probate Code section 2-202) The surviving spouse may elect to take a percentage share of the augmented estate, determined by the length of time the spouse and decedent were married to each other. The percentage ranges from 3% for 1 year of marriage to 50% for 15 or more years. If the amount of the elective share amounts to less than $50,000, then the spouse receives a supplemental amount to bring it up to $50,000. The spouse also receives the homestead allowance, exempt property, and family allowance, in addition to the elective share. (Section 29A-2-202) TENNESSEE
TEXAS
UTAH
In some states, the spouse receives a share of the estate that is defined as "augmented estate." Although this definition can vary slightly from state to state, in general it has a common meaning as defined by the Uniform Probate Code. The augmented estate means the gross estate reduced by funeral and administration expenses, homestead allowance, family allowances and exemptions, and enforceable claims. Once this amount is determined, then there is an addition back for the value of any property the decedent transferred to anyone other than a bonafide purchaser at fair market value at any time during the marriage, if this transfer falls into one of the following categories:
A surviving spouse may elect to take against a Will and will be entitled to receive up to 1/3 of the "augmented estate." (Section 75-2-201, 202) Any property the spouse receives under the Will is charged against the elective share. (Section 75-2-207) This election must be filed with the courts within 1 year after death or within 6 months after probate proceedings are begun, whichever is later. (Section 75-2-201) VERMONT
VIRGINIA
In some states, the spouse receives a share of the estate that is defined as "augmented estate." Although this definition can vary slightly from state to state, in general it has a common meaning as defined by the Uniform Probate Code. The augmented estate means the gross estate reduced by funeral and administration expenses, homestead allowance, family allowances and exemptions, and enforceable claims. Once this amount is determined, then there is an addition back for the value of any property the decedent transferred to anyone other than a bonafide purchaser at fair market value at any time during the marriage, if this transfer falls into one of the following categories:
The elective share of the spouse depends on whether the decedent died with or without a Will. Where the decedent died without a Will, the surviving spouse may elect to take 1/3 of the "augmented estate" if the decedent left issue surviving. If the decedent left no issue surviving, then the spouse may elect to take 1/2 of the "augmented estate." (Section 64.1-16) In the case where the decedent died with a Will, the surviving spouse may elect to take 1/3 of the "augmented estate" if the decedent left surviving children or descendants. If there are not surviving descendants, the surviving spouse takes 1/2. For a more complete description of an augmented estate, see paragraph above. Generally, the augmented estate includes the probate estate, certain transfers the decedent made during his or her lifetime, life insurance, and retirement benefits. (Section 64.1-16.1) In order to claim the elective share, the spouse must file a claim with the court in writing within 6 months of the appointment of the executor or administrator. (Section 64.1-13) WASHINGTON
WEST VIRGINIA
In some states, the spouse receives a share of the estate that is defined as an "augmented estate." Although this definition can vary slightly from state to state, in general it has a common meaning as defined by the Uniform Probate Code. The augmented estate means the gross estate reduced by funeral and administration expenses, homestead allowance, family allowances and exemptions, and enforceable claims. Once this amount is determined, there is added back the value of any property the decedent transferred to anyone other than a bonafide purchaser at fair market value at any time during the marriage, if this transfer falls into one of the following categories:
The surviving spouse has a right to elect against the Will and may take a percentage of the "augmented estate" based on the length of the marriage. The percentage is based on a graduated scale, beginning at 3% for one year of marriage, and goes up to 50% for fifteen or more years of marriage. (Ch. 42, Art. 3, Section 1, [a]) If the amount of the elective share amounts to less than $25,000, an additional amount is given to the spouse so that the share will equal $25,000. (Ch. 42, Art. 3, Section 1, [b]) In order to claim the elective share, the spouse must file a petition with the court no later than 9 months after death, or 6 months after probate of the Will. (Ch. 42, Art. 3, Section 4). The spouse may waive the right of election either before or after marriage. (Ch. 42, Art. 3, Section [3a]) WISCONSIN
WYOMING
|
This is not a substitute for legal
advice. An
attorney must be consulted.
Copyright � 2003 by LAWCHEK, LTD.
Please contact us
with any questions or comments by e-mail at webmaster@lawchek.net
or by phone at 1-800-529-5121.
Membership Terms &
Conditions
Privacy Policy
Disclaimer
This site produced and powered by enlighten technologies,
inc�.
COPYRIGHT � 1994 - 2013 enlighten technologies incorporated�