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Intestate Succession

Intestate Succession. When does intestacy occur?. 1. As to person – total intestacy. When does intestacy occur?. 1. As to person – total intestacy 2. As to property – partial intestacy. Protection of Surviving Spouse at Common Law. Problem at common law = spouse not an heir.

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Intestate Succession

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  1. Intestate Succession

  2. When does intestacy occur? 1. As to person – total intestacy
  3. When does intestacy occur? 1. As to person – total intestacy 2. As to property – partial intestacy
  4. Protection of Surviving Spouseat Common Law Problem at common law = spouse not an heir
  5. Protection of Surviving Spouseat Common Law 1. Dower for Widow Life estate in 1/3 of the real property husband owned at death or anytime during the marriage.
  6. Protection of Surviving Spouseat Common Law 2. Curtesy for Widower Life estate in all wife’s real property if, and only if, at least one child was born to the marriage.
  7. Protection of Surviving Spouseat Modern Law 1. Spouse made an heir -- § 3(o)
  8. Protection of Surviving Spouseat Modern Law 2. Common Law Marital Property States -- Spouse’s right to a forced (elective share)
  9. Protection of Surviving Spouseat Modern Law 3. Community Property States – Spouse’s ownership of ½ of the community property
  10. Intestate Succession -- Texas Starting point = Was intestate married at time of death? If no, follow “individual” property scheme. If yes, follow “community” and “separate” property schemes. [Warning: If intestate died before 9/1/1993, rules are different.]
  11. Married IntestateCommunity Property -- § 45 1. No surviving descendants SS inherits all of DS’s community [SS ends up owning all community property].
  12. Married IntestateCommunity Property 2. At least one surviving descendant Only marital descendants = SS inherits all of DS’s community property (SS ends up owning all community property).
  13. Married IntestateCommunity Property 2. At least one surviving descendant Only marital descendants = SS inherits all of DS’s community (SS ends up owning all community property). At least one non-marital descendant = DS’s descendants inherit DS’s community (SS inherits none of the community; SS still has his/her ½).
  14. Married IntestateSeparate Property -- § 38(b) 1. At least one surviving descendant Personal Property = Surviving Spouse = 1/3 Descendants = 2/3
  15. Married IntestateSeparate Property 1. At least one surviving descendant Real Property = Surviving Spouse = Life estate in 1/3 Descendants = 2/3 (outright) plus remainder of SS’s life estate.
  16. Married IntestateSeparate Property 2. No surviving descendants Personal Property = Surviving Spouse = 100%
  17. Married IntestateSeparate Property 2. No surviving descendants Real Property = Surviving Spouse = ½ Parents, siblings, and their descendants = ½ using the individual property scheme. Note: If no parents or their descendants, then all to SS.
  18. Intestate SuccessionIndividual Property -- § 38(a) 1. Descendants
  19. Intestate SuccessionIndividual Property 1. Descendants 2. Parents
  20. Intestate SuccessionIndividual Property 1. Descendants 2. Parents 3. If one parent predeceased, ½ to surviving parent and ½ to siblings and their descendants. [If none, all to surviving parent.]
  21. Intestate SuccessionIndividual Property 1. Descendants 2. Parents 3. If one parent predeceased, ½ to surviving parent and ½ to siblings and their descendants. [If none, all to surviving parent.] 4. If both parents predeceased, all to siblings and their descendants.
  22. Intestate SuccessionIndividual Property 1. Descendants 2. Parents 3. If one parent predeceased, ½ to surviving parent and ½ to siblings and their descendants. [If none, all to surviving parent.] 4. If both parents predeceased, all to siblings and their descendants. 5. Grandparents and their descendants, etc., etc., etc.
  23. Distribution Methods When there are heirs from more than one generation, you must determine how the state allocates among the different generations. Three approaches.
  24. 1. Per Stirpes
  25. 2. Per Capita with Representation § 43
  26. 3. Per Capita at Each Generation
  27. Problem 1, Page 4
  28. Problem 2, Page 4
  29. Problem 3a, Page 5
  30. Problem 3b, Page 5
  31. Problem 3c, Page 5
  32. Problem 3d-1, Page 5
  33. Problem 3d-2, Page 5
  34. Problem 3d-3, Page 5
  35. Problem 4, Page 5
  36. Problem 5, Page 5
  37. Ancestral Property -- § 39 Common law doctrine abolished. All of intestate’s property treated as if he/she was the original purchaser.
  38. What if one side of family has “died out”? State v. Estate of Loomis – p. 6
  39. How does inheritance pass if an intermediary predeceases? Powers v. Morrison – p. 9
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