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S.B. 104 Enrolled

             1     

PROBATE LAW AMENDMENTS

             2     
2011 GENERAL SESSION

             3     
STATE OF UTAH

             4     
Chief Sponsor: John L. Valentine

             5     
House Sponsor: Val L. Peterson

             6     
             7      LONG TITLE
             8      General Description:
             9          This bill clarifies definitions used for governing instruments in probate.
             10      Highlighted Provisions:
             11          This bill:
             12          .    clarifies definitions by providing specific cross references to existing definitions for
             13      governing instruments;
             14          .    adds the terms "share and share alike" and "to the survivor of them" to the
             15      definitions of terms used in governing instruments; and
             16          .    provides how specific terms used in a governing instrument control how property is
             17      divided.
             18      Money Appropriated in this Bill:
             19          None
             20      Other Special Clauses:
             21          None
             22      Utah Code Sections Affected:
             23      AMENDS:
             24          75-2-106, as last amended by Laws of Utah 2010, Chapter 93
             25          75-2-709, as enacted by Laws of Utah 1998, Chapter 39
             26     
             27      Be it enacted by the Legislature of the state of Utah:
             28          Section 1. Section 75-2-106 is amended to read:
             29           75-2-106. Definitions -- Per capita at each generation -- Terms in governing


             30      instruments.
             31          (1) As used in this section:
             32          (a) "Deceased descendant," "deceased parent," or "deceased grandparent" means a
             33      descendant, parent, or grandparent who either predeceased the decedent or is considered to
             34      have predeceased the decedent under Section 75-2-104 .
             35          (b) "Surviving descendant" means a descendant who neither predeceased the decedent
             36      nor is considered to have predeceased the decedent under Section 75-2-104 .
             37          (2) (a) If, under Subsection 75-2-103 (1)(a), a decedent's intestate estate or a part
             38      thereof passes "per capita at each generation" to the decedent's descendants, the estate or part
             39      thereof is divided into as many equal shares as there are:
             40          (i) surviving descendants in the generation nearest to the decedent which contains one
             41      or more surviving descendants; and
             42          (ii) deceased descendants in the same generation who left surviving descendants, if
             43      any.
             44          (b) Each surviving descendant in the nearest generation is allocated one share.
             45          (c) The remaining shares, if any, are combined and then divided in the same manner
             46      among the surviving descendants of the deceased descendants as if the surviving descendants
             47      who were allocated a share and their surviving descendants had predeceased the decedent.
             48          (3) (a) If, under Subsection 75-2-103 (1)(c) or (d), a decedent's intestate estate or a part
             49      thereof passes "per capita at each generation" to the descendants of the decedent's deceased
             50      parents or either of them or to the descendants of the decedent's deceased paternal or maternal
             51      grandparents or either of them, the estate or part thereof is divided into as many equal shares as
             52      there are:
             53          (i) surviving descendants in the generation nearest the deceased parents or either of
             54      them, or the deceased grandparents or either of them, that contains one or more surviving
             55      descendants; and
             56          (ii) deceased descendants in the same generation who left surviving descendants, if
             57      any.


             58          (b) Each surviving descendant in the nearest generation is allocated one share.
             59          (c) The remaining shares, if any, are combined and then divided in the same manner
             60      among the surviving descendants of the deceased descendants as if the surviving descendants
             61      who were allocated a share and their surviving descendants had predeceased the decedent.
             62          (4) (a) If, under Subsection 75-2-103 (1)(e), a decedent's intestate estate or a part of the
             63      estate passes "per capita at each generation" to the descendants of the decedent's deceased
             64      spouse, the estate or part of the estate is divided into as many equal shares as there are:
             65          (i) surviving descendants in the generation nearest the deceased spouse that contains
             66      one or more surviving descendants; and
             67          (ii) deceased descendants in the same generation who left surviving descendants, if
             68      any.
             69          (b) Each surviving descendant in the nearest generation is allocated one share.
             70          (c) The remaining shares, if any, are combined and then divided in the same manner
             71      among the surviving descendants of the deceased descendants as if the surviving descendants
             72      who were allocated a share and their surviving descendants had predeceased the decedent.
             73          (5) Any reference to this section found in a governing instrument for the definitions of
             74      "per capita," "per stirpes," "by representation," "share and share alike," "to the survivor of
             75      them," or "by right of representation" shall be considered a reference to Section 75-2-709 .
             76          Section 2. Section 75-2-709 is amended to read:
             77           75-2-709. Definitions -- Representation -- Per capita at each generation -- Per
             78      stirpes.
             79          (1) As used in this section:
             80          (a) "Deceased child" or "deceased descendant" means a child or a descendant who
             81      either predeceased the distribution date or is considered to have predeceased the distribution
             82      date under Section 75-2-702 .
             83          (b) "Distribution date," with respect to an interest, means the time when the interest is
             84      to take effect in possession or enjoyment. The distribution date need not occur at the beginning
             85      or end of a calendar day, but can occur at a time during the course of a day.


             86          (c) "Surviving ancestor," "surviving child," or "surviving descendant" means an
             87      ancestor, a child, or a descendant who neither predeceased the distribution date nor is
             88      considered to have predeceased the distribution date under Section 75-2-702 .
             89          (2) If an applicable statute or a governing instrument calls for property to be distributed
             90      or taken "per capita at each generation," the property is divided into as many equal shares as
             91      there are:
             92          (a) surviving descendants in the generation nearest to the designated ancestor which
             93      contains one or more surviving descendants; and
             94          (b) deceased descendants in the same generation who left surviving descendants, if
             95      any. Each surviving descendant in the nearest generation is allocated one share. The
             96      remaining shares, if any, are combined and then divided in the same manner among the
             97      surviving descendants of the deceased descendants as if the surviving descendants who were
             98      allocated a share and their surviving descendants had predeceased the distribution date.
             99          (3) If a governing instrument calls for property to be distributed or taken "per stirpes,"
             100      "by representation," or "by right of representation," the property is divided into as many equal
             101      shares as there are:
             102          (a) surviving children of the designated ancestor; and
             103          (b) deceased children who left surviving descendants. Each surviving child, if any, is
             104      allocated one share. The share of each deceased child with surviving descendants is divided in
             105      the same manner, with subdivision repeating at each succeeding generation until the property is
             106      fully allocated among surviving descendants.
             107          (4) If a governing instrument calls for property to be distributed or taken "per capita,"
             108      "share and share alike," or "to the survivor of them," the property is divided into as many equal
             109      shares as there are living persons named on the distribution date.
             110          [(4)] (5) For the purposes of Subsections (2) and (3), an individual who is deceased and
             111      left no surviving descendant is disregarded, and an individual who leaves a surviving ancestor
             112      who is a descendant of the designated ancestor is not entitled to a share.


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