Uniform Probate Code in a Nutshell,9780314249654

Uniform Probate Code in a Nutshell

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Edition: 5th
ISBN13: 9780314249654
ISBN10: 0314249656
Format: Paperback
Pub. Date: 2000-12-01
Publisher(s): West Group
List Price: $35.00

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Summary

General Provisions of the Uniform Probate Code; Definitions and Probate Jurisdiction of the Court; Intestate Succession, Wills and Donative Transfers; Probate of Wills and Administration; Protection of Persons Under Disability and Their Property; Non-Probate Transfers; and Trust Administration.

Table of Contents

Preface v
Research References xxvii
Table of Cases
xxxiii
Table of Collateral Authorities
xxxvii
Table of Uniform Probate Code Sections
xlv
Table of Statutes
lxxxix
General Introduction and History
1(16)
General Introduction
1(1)
History
2(2)
Development of the Uniform Probate Code
4(4)
Promulgation and Maintenance of the Code
8(2)
Influence of the Uniform Probate Code
10(2)
Outline and Overview
12(5)
PART ONE. GENERAL PROVISIONS, DEFINITIONS AND PROBATE JURISDICTION OF THE COURT
Purposes, Rule of Construction, Policies and Definitions
17(8)
Purposes and Rule of Construction
17(1)
Overriding Policies and Provisions
18(7)
Fraud
18(1)
Perjury for Falsified Documents
19(1)
Proof of Death or Status
20(2)
Definitions
22(3)
Jurisdiction, Venue and Courts
25(3)
Jurisdiction and Multiple Venues
25(1)
The Court and Registrar
26(2)
Notice and Virtual Representation
28(5)
Notice
28(1)
Virtual Representation
29(4)
PART TWO. INTESTATE SUCCESSION, WILLS AND DONATIVE TRANSFERS
Intestate Succession
33(50)
Introduction
33(3)
General Pattern
36(4)
Shares of the Surviving Spouse, Descendants and Other Relations
40(9)
Shares of the Surviving Spouse and Descendants
40(2)
Shares of Other Relatives
42(1)
Escheat
43(2)
Factual Illustrations
45(4)
Descendants and Representation
49(10)
Determination of Status
59(10)
Introduction to Status
59(2)
Adopted Persons
61(4)
Half--Blooded Persons
65(1)
Afterborn (Posthumous) Persons
66(1)
Nonmarital Issue
66(1)
Relationships by Affinity
67(1)
Aliens or Noncitizens
68(1)
Survivorship and Simultaneous Death
69(2)
Prior Gifts and Transactions
71(9)
Advancements
71(7)
Factual Illustrations
78(2)
Debtor Heirs
80(1)
Negative Testacy Provision
80(3)
Elective Share of Surviving Spouse and the Augmented Estate Concept
83(48)
Introduction to Spousal Protections
83(5)
Elective Share of the Surviving Spouse
88(10)
The Augmented Estate Calculation
98(11)
Definition of the Augmented Estate
98(1)
Segment 1 of the Augmented Estate
99(1)
Segment 2 of the Augmented Estate
99(8)
Segment 3 of the Augmented Estate
107(1)
Segment 4 of the Augmented Estate
107(2)
Summary of the Augmented Estate
109(1)
Exclusions From the Augmented Estate
109(4)
Funding the Elective Share
113(4)
The Election Procedure
117(3)
Representative Illustration of the Elective Share
120(11)
Pretermitted Spouses and Children
131(8)
Pretermitted Spouse
131(3)
Pretermitted Children
134(5)
The Family Protections
139(6)
Introduction
139(2)
Protective Amounts and Their Beneficiaries
141(2)
Homestead Allowance
141(1)
Family Allowance
141(1)
Exempt Property Allowance
142(1)
Procedural Provisions
143(2)
Wills and Related Doctrines
145(53)
Introduction
145(8)
The Statute of Wills
145(1)
Code Policy and Devices
146(1)
Formality Analysis
147(2)
Strict Construction
149(1)
The Substantial Compliance and Harmless Error Doctrines
150(1)
Dispensing Power
151(1)
Overall Approach
152(1)
Execution Requirements
153(15)
Testator's Capacity
153(1)
The Ordinary Witnessed Will
154(4)
The Holographic Will
158(2)
The Foreign and International Will
160(6)
The Self--Proved Will
166(2)
Revocation of Wills
168(7)
General Revocation Principles
168(1)
Revocation by Physical Act
169(2)
Revocation by Subsequent Instrument
171(2)
Revocation by Operation of Law
173(1)
The Lost or Destroyed Will
174(1)
Revival of Revoked Wills
175(5)
Supersession, Revocation and Revival Compared
180(4)
Incorporation by Reference
184(2)
Testamentary Additions to Trusts
186(3)
Events of Independent Significance
189(1)
References to Separate Writings
190(2)
Succession Contracts
192(3)
Confidential Public Depository
195(1)
Will Custodians
196(1)
No Contest or Claim Clauses
197(1)
Rules of Construction Applicable to Wills Only
198(40)
Introduction to Rules of Construction for Wills
198(2)
Devisee Lapse
200(18)
Introduction
200(2)
Scope and Limitations of the Antilapse Protection
202(3)
Application to Relevant Lapse Problems
205(3)
Testator's Expressed Contrary Intention
208(3)
Factual Illustrations
211(7)
Accessions Regarding Devises of Securities
218(5)
Ademption and Nonademption by Extinction
223(7)
Ademption by Satisfaction
230(6)
Miscellaneous Rules of Construction
236(2)
After--Acquired Property
237(1)
Right of Nonexoneration
237(1)
Rules of Construction Applicable to Wills and to Other Governing Instruments
238(19)
Introduction to Rules of Construction for All Governing Instruments
238(1)
Survivorship Duration Determinations
239(2)
Antilapse of Beneficiary Designations in Nominative Instruments
241(2)
Relational Terminology for Dispositive Purposes
243(5)
Beneficiary Status
243(4)
Multiple Generation Class Gifts
247(1)
Determination of Representation
247(1)
Constructional Rules for Future Interests
248(7)
Introduction to Future Interests
248(2)
Future Interests in Trust
250(1)
Survivorship
250(2)
Antilapse
252(2)
Worthier Title
254(1)
Definition of ``Heirs''
254(1)
Choice of Law
255(2)
General Miscellaneous Provisions and Topics
257(30)
Introduction to Miscellaneous Matters
257(1)
Disclaimer of Property Interests
258(5)
Termination of Marital Status
263(5)
Introduction
263(1)
Definition of a Surviving Spouse
263(2)
Revocation of Interests and Powers by Operation of Law
265(3)
Effect of Homicide
268(5)
Protection of Payors and Third Parties
273(5)
Powers of Appointment
278(9)
Introduction and Definitions
278(3)
Exercise of Power of Appointment
281(3)
Virtual Representation and General Powers of Appointment
284(3)
Uniform Statutory Rule Against Perpetuities
287(20)
Introduction
287(4)
Statutory Rule Against Perpetuities
291(3)
Date of Creation of Interest
294(2)
Reformation
296(3)
Exclusions From the Rule
299(1)
Date of Application
300(1)
Illustrations Using the USRAP
301(3)
Honorary Trusts
304(3)
PART THREE. PROBATE OF WILLS AND ADMINISTRATION
Introduction to the Flexible System of Administration
307(27)
Introduction
307(5)
Illustrative Techniques
312(22)
Estate Valued at Less Than $5,000
313(1)
Estate Valued at Less Than Family Protections And Expenses
313(1)
Intestacy
314(4)
Testacy
318(1)
Estates Valued in Excess of Family Protections and Expenses
319(1)
Intestacy
319(3)
Testacy
322(2)
Protective Devices
324(1)
Demand for Notice
324(1)
Formal Proceedings
325(1)
Supervised Administration
325(1)
Other Protective Devices
326(1)
Bond
327(1)
Improper Distribution
328(1)
Fraud and Perjury
328(1)
Continuing Jurisdiction over Personal Representatives and Applicants
329(1)
Will Contests
330(4)
General Provisions on Probate of Wills and Administration
334(13)
Devolution of Decedents' Estates and the Necessity of Probate and Administration
334(2)
Time Limitations on Probate and Administration
336(2)
Jurisdiction, Venue and Related Matters for Probate and Administration
338(9)
Jurisdiction Over the Subject Matter
338(2)
Jurisdiction Over the Person and Notice
340(2)
Venue
342(1)
Independent Proceedings and Joinder
343(2)
Demand for Notice
345(1)
Decedent's Causes of Action
346(1)
Procedures for Succession Without Administration
347(17)
The Passive and Affidavit Procedures for Small Estates
347(2)
The Summary Procedure for Small Estates
349(2)
Universal Succession
351(13)
Purpose and Effect of Universal Succession
351(3)
Contents of Application for Universal Succession
354(1)
Registrar's Responsibilities and Findings in Universal Succession
355(2)
Powers and Liabilities of Universal Successors
357(1)
Creditors' Rights Under Universal Succession
358(3)
Responsibility Among Universal Successors
361(3)
Informal and Formal Appointment Proceedings
364(10)
Introduction
364(1)
Informal Appointment
365(7)
Initiation and Scope
365(1)
Contents of Application
366(3)
Registrar's Responsibilities and Findings
369(3)
Formal Appointment
372(2)
Informal Probate and Formal Testacy Proceedings
374(22)
Informal Probate
374(8)
Initiation and Scope
374(1)
Contents of Application
375(2)
Registrar's Responsibilities and Findings
377(4)
Special Notice Requirement
381(1)
Formal Testacy
382(14)
Purpose and Effect
382(2)
Contents of Petition
384(1)
Pre--Hearing Notice
385(1)
Court Responsibilities and Content of Order
386(2)
The Uncontested Case
388(1)
The Contested Case
389(2)
Effect of Order
391(2)
Formal Testacy and the Missing Person
393(3)
Supervised Administration
396(6)
Supervised Administration
396(6)
The Personal Representative
402(33)
Introduction to the Personal Representative
402(2)
Priority and Disqualification for Appointment
404(5)
Appointment, Bonding and Control
409(6)
Appointment
409(2)
Bonding
411(3)
Control Procedures
414(1)
Duties, Powers and Liabilities
415(9)
Introduction to Duties, Powers and Liabilities
415(2)
Duties
417(4)
Powers
421(1)
Liabilities and the Exculpatory Provision
422(2)
Liability of Third Persons
424(2)
Successor and Co-personal Representatives
426(1)
Compensation and Expenses of the Personal Representative and Other Agents
427(2)
The Personal Representative's Liability to Third Persons
429(1)
Termination and Removal
430(5)
The Special Administrator
435(4)
The Special Administrator
435(4)
Creditors' Claims
439(13)
Introduction to Creditors' Claims
439(1)
Notice and Nonclaim Limitations
440(5)
Presentation, Allowance and Rejection of Claims
445(2)
Payment of Claims
447(3)
Secured Claims and Encumbered Assets
450(2)
Special Distribution Provisions
452(14)
General Distribution Rules
452(6)
Distribution in Kind
458(4)
Apportionment of Estate Taxes
462(4)
Closing Estates
466(10)
Informal Closing Procedure
466(2)
Distributee Liability
468(1)
Formal Closing Proceedings
469(5)
Discharge of Security for Fiduciary Performance
474(1)
Subsequent Administration
474(2)
Settlement Agreements
476(5)
Settlement Agreements
476(5)
PART FOUR. FOREIGN PERSONAL REPRESENTATIVE AND ANCILLARY ADMINISTRATION
Foreign Personal Representative and Ancillary Administration
481(10)
The Multi--State Estate
481(2)
The Domiciliary Foreign Personal Representative
483(3)
Jurisdiction Over the Foreign Personal Representative
486(1)
Coordination of Domiciliary and Ancillary Proceedings
487(4)
PART FIVE. THE PROTECTION OF PERSONS UNDER DISABILITY AND THEIR PROPERTY
Introduction to Guardianship and Conservatorship
491(6)
Introduction
491(2)
Overview and Policies of the Code
493(4)
General Provisions on Guardianship and Conservatorship
497(8)
Organization, Interrelationships and Definitions
497(3)
Jurisdiction and Venue for Guardianship and Protective Proceedings
500(5)
Jurisdiction Over the Subject Matter
500(2)
Jurisdiction Over the Person
502(1)
Venue
503(1)
Request for Notice
503(2)
Avoidance Devices and Durable Powers of Attorney
505(6)
Miscellaneous Avoidance Devices
505(2)
Durable Powers of Attorney
507(4)
The Guardian of a Minor
511(5)
The Guardian of a Minor
511(5)
The Guardian of an Incapacitated Person
516(8)
The Guardian of an Incapacitated Person
516(8)
Protective Proceedings and the Conservator
524(23)
Protective Proceedings and the Conservator
524(21)
Generally
524(5)
Selection and Bonding of the Conservator
529(2)
Powers of the Court
531(2)
Powers, Duties and Liabilities of the Conservator
533(6)
The Conservator's Title
539(1)
Liability of Third Persons
540(1)
Creditors' Claims
541(2)
The Conservator's Liability to Third Persons
543(1)
Duration, Termination and Removal of the Conservator
543(2)
The Foreign Conservator
545(2)
PART SIX. NONPROBATE TRANSFERS
Nontestamentary Contractual Arrangements
547(4)
Nontestamentary Contractual Arrangements
547(4)
Multiple--Party Accounts
551(16)
Introduction to Multiple--Party Accounts
551(2)
Definitions and General Provisions for Multiple--Party Accounts
553(3)
Multiple--Party Account Forms for Financial Institutions
556(2)
Ownership During Lifetime of Multiple--Party Accounts
558(2)
Rights at Death for Multiple--Party Accounts
560(2)
Rights of Creditors in Multiple--Party Accounts
562(2)
Protection for Financial Institution Using Multiple--Party Accounts
564(3)
Uniform TOD Security Registration Act
567(8)
Introduction to Securities Registered in Beneficiary Form
567(1)
Definitions for Securities Registered in Beneficiary Form
568(2)
Ownership During Lifetime of the Owner of Securities Registered in Beneficiary Form
570(2)
Ownership on the Death of the Owner of Securities Registered in Beneficiary Form
572(1)
Protection for Registering Entities Using Security Registration in Beneficiary Form
573(2)
PART SEVEN. TRUST ADMINISTRATION
Introduction
575(3)
Introduction
575(1)
Definitions
576(2)
Trust Registration
578(4)
Trust Registration
578(4)
Jurisdiction, Venue and Other Court Procedures for Trusts
582(5)
General Purpose for Trust Provisions
582(1)
Jurisdiction and Venue Over Trusts
583(2)
Jurisdiction Over the Subject Matter
583(1)
Jurisdiction Over the Person
584(1)
Venue
584(1)
Forum Non Conveniens in Trust Litigation
585(1)
Virtual Representation in Trust Litigation
586(1)
Trustee's Duties, Liabilities, Protections and Powers
587(6)
Duties of a Trustee
587(3)
The Trustee's Liability to Third Persons
590(1)
The Trustee's Accounts
591(1)
Powers of a Trustee
592(1)
The Foreign Trustee
593(4)
The Foreign Trustee
593(4)
Index 597

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