1 | 1 | | HB164INTRODUCED |
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2 | 2 | | Page 0 |
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3 | 3 | | HB164 |
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4 | 4 | | J5XKYYF-1 |
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5 | 5 | | By Representative Faulkner |
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6 | 6 | | RFD: Judiciary |
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7 | 7 | | First Read: 04-Feb-25 |
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12 | 12 | | 5 J5XKYYF-1 02/03/2025 TRP (L)bm 2025-182 |
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13 | 13 | | Page 1 |
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14 | 14 | | First Read: 04-Feb-25 |
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15 | 15 | | SYNOPSIS: |
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16 | 16 | | Under existing law, the Alabama Small Estates |
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17 | 17 | | Act allows the surviving spouse or other distributee of |
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18 | 18 | | a decedent, who owns no real property at the time of |
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19 | 19 | | death, to receive in a summary manner the decedent's |
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20 | 20 | | personal property, provided the value of this |
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21 | 21 | | personalty is not in excess of $25,000, or such |
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22 | 22 | | adjustments to that amount as made on an annual basis |
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23 | 23 | | by the State Finance Director based on changes in the |
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24 | 24 | | Consumer Price Index. |
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25 | 25 | | This bill would raise the threshold amount |
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26 | 26 | | distributable under the Small Estates Act to the |
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27 | 27 | | combined maximum amount, as adjusted from time to time |
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28 | 28 | | based on the Consumer Price Index, as allowed under the |
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29 | 29 | | homestead allowance, exempt property, and family |
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30 | 30 | | allowance, which is currently adjusted to $47,000. |
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31 | 31 | | This bill would streamline the procedure for |
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32 | 32 | | both claiming exemptions and allowances in a small |
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33 | 33 | | estate and for settling the small estate. |
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34 | 34 | | This bill would further clarify who is a |
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35 | 35 | | surviving spouse under an intestate estate when there |
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36 | 36 | | is a divorce, annulment, or separation. |
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37 | 37 | | This bill would also expressly permit summary |
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38 | 38 | | distributions of small estates under the Probate code. |
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66 | 66 | | 28 HB164 INTRODUCED |
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67 | 67 | | Page 2 |
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68 | 68 | | A BILL |
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69 | 69 | | TO BE ENTITLED |
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70 | 70 | | AN ACT |
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71 | 71 | | Relating to the Alabama Small Estates Act; to amend |
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72 | 72 | | Sections 43-2-690, 43-2-691, 43-2-692, 43-2-693, 43-2-694, |
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73 | 73 | | 43-2-695, 43-2-696, 43-8-40, and 43-8-252, Code of Alabama |
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74 | 74 | | 1975; to further provide for the summary distribution of the |
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75 | 75 | | sum of a decedent's estate which contains personal property |
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76 | 76 | | valued at a certain maximum amount with authorized adjustments |
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77 | 77 | | allowed based on the Consumer Price Index, which includes the |
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78 | 78 | | homestead allowance, exempt property, and family allowance as |
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79 | 79 | | adjusted; and to add Sections 43-2-691.1, 43-2-697, 43-2-698, |
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80 | 80 | | and 43-8-23 to the Code of Alabama 1975, to specify that the |
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81 | 81 | | probate court has jurisdiction to manage these small estates |
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82 | 82 | | under a modified and streamlined small estate distribution |
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83 | 83 | | process. |
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84 | 84 | | BE IT ENACTED BY THE LEGISLATURE OF ALABAMA: |
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85 | 85 | | Section 1. Sections 43-2-690, 43-2-691, 43-2-692, |
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86 | 86 | | 43-2-693, 43-2-694, 43-2-695, 43-2-696, 43-8-40, and 43-8-252, |
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87 | 87 | | Code of Alabama 1975, are amended to read as follows: |
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88 | 88 | | "§43-2-690 |
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89 | 89 | | This division shall be known as the " Revised Alabama |
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90 | 90 | | Small Estates Act." |
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91 | 91 | | "§43-2-691 |
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92 | 92 | | For the purposes of this division, the following words |
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122 | 122 | | For the purposes of this division, the following words |
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123 | 123 | | and phrases shall have the following meanings respectively |
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124 | 124 | | ascribed to them by this section : |
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125 | 125 | | (1) DEVISEES. The persons who are entitled to the |
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126 | 126 | | personal property of a decedent under the terms of a |
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127 | 127 | | testamentary disposition. |
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128 | 128 | | (1) DECEDENT. A deceased person whose estate is subject |
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129 | 129 | | to summary distribution under this division. |
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130 | 130 | | (2) DISTRIBUTEES. The persons who are entitled to the |
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131 | 131 | | personal property of a decedent under the terms of a |
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132 | 132 | | testamentary disposition or under the Alabama descent and |
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133 | 133 | | distribution statutes. |
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134 | 134 | | (3)(2) ESTATE. All the personal property of a decedent |
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135 | 135 | | who owns no real property at the time of his or her death for |
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136 | 136 | | which title does not pass by operation of law. |
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137 | 137 | | (4) HEIRS. The persons who are entitled to the personal |
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138 | 138 | | property of a decedent under the Alabama descent and |
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139 | 139 | | distribution statutes. |
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140 | 140 | | (5)(3) PERSON. The term includes natural persons and |
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141 | 141 | | corporations.A natural person, corporation, organization, |
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142 | 142 | | other legal entity, or any trust or trustee. |
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143 | 143 | | (6)(4) PERSONAL REPRESENTATIVE. The term includes an An |
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144 | 144 | | executor, administrator, administrator with the will annexed, |
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145 | 145 | | and special administrator , and successor personal |
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146 | 146 | | representative. |
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147 | 147 | | (5) SELF-PROVED WILL. A will that is self-proved in |
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148 | 148 | | accordance with either Section 43-8-132 or 43-8-133. |
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149 | 149 | | (6) SMALL ESTATE. An estate having a value that does |
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150 | 150 | | not exceed the small estate amount. |
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180 | 180 | | not exceed the small estate amount. |
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181 | 181 | | (7) SMALL ESTATE AMOUNT. The sum as adjusted from time |
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182 | 182 | | to time based on the Consumer Price Index formula set forth in |
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183 | 183 | | Section 43-8-116 of the homestead allowance under Section |
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184 | 184 | | 43-8-110, exempt property under Section 43-8-111, and the |
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185 | 185 | | family allowance under Sections 43-8-112 and 43-8-113. |
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186 | 186 | | (8) SUMMARY DISTRIBUTION. The procedure provided in |
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187 | 187 | | this division to distribute the small estate of a decedent |
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188 | 188 | | without the appointment of a personal representative. |
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189 | 189 | | (9) SURVIVING SPOUSE. The spouse of the decedent at the |
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190 | 190 | | time of decedent's death, provided the spouse is a surviving |
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191 | 191 | | spouse under Section 43-8-252 and is not an individual |
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192 | 192 | | claiming to be a spouse under common law, whether or not such |
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193 | 193 | | common law marriage allegedly occurred before or after January |
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194 | 194 | | 1, 2017." |
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195 | 195 | | "§43-2-692 |
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196 | 196 | | (a) The surviving spouse, if there is one, otherwise |
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197 | 197 | | the distributees of an estate of personal property only, may |
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198 | 198 | | initiate a proceeding for summary distribution of the estate |
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199 | 199 | | by filing a verified petition in the office of the judge of |
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200 | 200 | | probate of the county in which the decedent was domiciled at |
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201 | 201 | | death alleging the conditions provided in subsection (b). The |
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202 | 202 | | petition shall include a description of the estate of the |
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203 | 203 | | decedent. No bond shall be required to be filed with the |
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204 | 204 | | petition. |
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205 | 205 | | (a) A person, or a person duly authorized to act for |
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206 | 206 | | the person, entitled to an interest in a small estate under |
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207 | 207 | | this division may initiate a proceeding for summary |
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208 | 208 | | distribution of the estate by filing a verified petition in |
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238 | 238 | | distribution of the estate by filing a verified petition in |
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239 | 239 | | the office of the judge of probate of the county in which the |
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240 | 240 | | decedent was domiciled at death. No bond shall be required to |
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241 | 241 | | be filed with the petition. If the decedent died with a |
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242 | 242 | | self-proved will, the self-proved will shall be filed with the |
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243 | 243 | | petition. |
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244 | 244 | | (b) The surviving spouse or distributee shall have a |
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245 | 245 | | defeasible right to the personal property of the decedent |
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246 | 246 | | without awaiting the appointment of a personal representative |
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247 | 247 | | or the probate of a will if all of the following conditions |
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248 | 248 | | exist: |
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249 | 249 | | (1) The value of the entire estate does not exceed |
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250 | 250 | | twenty-five thousand dollars ($25,000). This figure shall be |
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251 | 251 | | adjusted annually for changes in the Consumer Price Index by |
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252 | 252 | | the State Finance Director who shall notify each judge of |
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253 | 253 | | probate of the newly adjusted figure. |
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254 | 254 | | (2) The decedent died a resident of this state. |
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255 | 255 | | (3) No petition for the appointment of a personal |
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256 | 256 | | representative is pending or has been granted. |
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257 | 257 | | (4) At least 30 days have elapsed since the notice of |
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258 | 258 | | the filing of the petition was published as hereinafter |
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259 | 259 | | provided. |
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260 | 260 | | (5) All funeral expenses of the decedent have been |
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261 | 261 | | paid, or alternatively, that arrangements for the payment out |
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262 | 262 | | of the estate of the decedent of all unpaid funeral expenses |
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263 | 263 | | have been made by the surviving spouse or other distributee. |
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264 | 264 | | (6) If the decedent died intestate, the awards due |
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265 | 265 | | under Alabama descent and distribution statutes to the |
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266 | 266 | | surviving spouse and to the child or children have been |
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296 | 296 | | surviving spouse and to the child or children have been |
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297 | 297 | | determined by the judge of probate. |
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298 | 298 | | (7) If the decedent died testate, a document purporting |
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299 | 299 | | to be his or her will, which on its face, is properly |
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300 | 300 | | executed, witnessed, and attested in compliance with Alabama |
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301 | 301 | | law, has been duly filed in the office of the judge of |
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302 | 302 | | probate. |
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303 | 303 | | (8) Notice of the filing of a petition for a summary |
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304 | 304 | | distribution under this division shall be published once in a |
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305 | 305 | | newspaper of general circulation in the county in which the |
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306 | 306 | | decedent was domiciled, or if there is no newspaper of general |
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307 | 307 | | circulation in the county, then notice thereof shall be posted |
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308 | 308 | | at the county courthouse for one week. |
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309 | 309 | | (9) All claims against the decedent's estate have been |
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310 | 310 | | paid or arrangements for the payment out of the estate of the |
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311 | 311 | | decedent have been made by the surviving spouse or other |
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312 | 312 | | distributee according to the following priority: |
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313 | 313 | | a. First, to each person entitled to payment for any |
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314 | 314 | | funeral expenses owed by the decedent or his or her estate. |
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315 | 315 | | b. To the judge of probate for fees and charges |
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316 | 316 | | incurred in the proceedings for summary distribution. |
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317 | 317 | | c. To any person entitled to payment for expenses |
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318 | 318 | | incurred in the decedent's last illness. |
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319 | 319 | | d. To the State of Alabama, the county, and any |
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320 | 320 | | municipality therein for taxes assessed on the estate of the |
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321 | 321 | | decedent previous to his or her death. |
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322 | 322 | | e. To each secured creditor. |
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323 | 323 | | f. To each unsecured lienholder. |
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324 | 324 | | g. To each remaining general unsecured creditor of the |
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354 | 354 | | g. To each remaining general unsecured creditor of the |
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355 | 355 | | decedent. |
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356 | 356 | | h. To each surviving spouse, child, or other |
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357 | 357 | | distributee who is entitled to take under Alabama's descent |
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358 | 358 | | and distribution laws, or, alternatively, to each devisee |
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359 | 359 | | entitled to take under any testamentary disposition of the |
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360 | 360 | | decedent. |
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361 | 361 | | (b) The petition for summary distribution shall provide |
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362 | 362 | | the following information and allege the following conditions: |
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363 | 363 | | (1) The decedent died domiciled in this state and was |
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364 | 364 | | domiciled in the county in which the petition is filed. |
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365 | 365 | | (2) The decedent's estate is a small estate. |
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366 | 366 | | (3) A description of the personal property constituting |
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367 | 367 | | the decedent's estate and the value. |
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368 | 368 | | (4) No petition for the appointment of a personal |
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369 | 369 | | representative is pending nor has one been granted. |
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370 | 370 | | (5) The name, address, age, capacity, and relationship |
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371 | 371 | | to the decedent of: (i) the petitioner; (ii) each person who |
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372 | 372 | | would be entitled to an interest in the decedent's estate |
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373 | 373 | | under the laws of descent and distribution of this state; and |
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374 | 374 | | (iii) each person entitled to an interest in the decedent's |
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375 | 375 | | estate under any will of the decedent filed with the petition. |
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376 | 376 | | "Capacity" as used in this subdivision means whether the |
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377 | 377 | | person is 19 years of age or older and whether the person is |
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378 | 378 | | of sound mind. |
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379 | 379 | | (6) If the decedent was survived by a spouse, that the |
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380 | 380 | | decedent's surviving spouse is entitled to the decedent's |
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381 | 381 | | estate. |
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382 | 382 | | (7) If the decedent died without a surviving spouse and |
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412 | 412 | | (7) If the decedent died without a surviving spouse and |
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413 | 413 | | without a self-proved will which does not dispose of all of |
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414 | 414 | | the small estate, the names of the persons who are entitled to |
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415 | 415 | | the decedent's estate under the descent and distribution |
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416 | 416 | | statutes of this state and their respective shares. |
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417 | 417 | | (8) If the decedent died with a will. |
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418 | 418 | | (9) If the decedent died with no surviving spouse and |
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419 | 419 | | with a self-proved will, the names of the persons who are |
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420 | 420 | | entitled under such self-proved will to a share or interest in |
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421 | 421 | | the decedent's estate and their respective shares or |
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422 | 422 | | interests. |
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423 | 423 | | (10) All funeral expenses of the decedent have been |
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424 | 424 | | paid or arrangements for the payment out of the estate of the |
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425 | 425 | | decedent of all unpaid funeral expenses have been made by or |
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426 | 426 | | on behalf of the petitioner. |
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427 | 427 | | (11) All claims against the decedent's estate have been |
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428 | 428 | | paid or arrangements for the payment out of the estate of the |
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429 | 429 | | decedent have been made by the petitioner. |
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430 | 430 | | (c) Upon the filing of a petition for summary |
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431 | 431 | | distribution under this division both of the following shall |
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432 | 432 | | occur: |
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433 | 433 | | (1) Notice of the filing of the petition shall be |
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434 | 434 | | published once in a newspaper of general circulation in the |
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435 | 435 | | county in which the decedent was domiciled or, if there is no |
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436 | 436 | | newspaper of general circulation in the county, the notice of |
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437 | 437 | | the filing shall be posted at the county courthouse for one |
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438 | 438 | | week. |
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439 | 439 | | (2) The petitioner shall notify the Alabama Medicaid |
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440 | 440 | | Agency of the filing of the petition as provided in Section |
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470 | 470 | | Agency of the filing of the petition as provided in Section |
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471 | 471 | | 43-2-698 and shall provide proof of such notice to the probate |
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472 | 472 | | court. |
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473 | 473 | | (d) The probate court shall not enter an order |
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474 | 474 | | directing summary distribution pursuant to a petition under |
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475 | 475 | | this division unless: |
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476 | 476 | | (1) At least 30 days have elapsed since the notice of |
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477 | 477 | | the filing of the petition was published as provided in |
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478 | 478 | | subsection (c); |
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479 | 479 | | (2) At least 30 days have elapsed since the Alabama |
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480 | 480 | | Medicaid Agency received notice of the filing of the petition; |
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481 | 481 | | and |
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482 | 482 | | (3) It appears to the probate court that all of the |
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483 | 483 | | conditions for summary distribution provided in this |
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484 | 484 | | subsection have been met and that the petition is due to be |
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485 | 485 | | granted." |
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486 | 486 | | "§43-2-693 |
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487 | 487 | | When all of (a) Upon finding that the applicable |
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488 | 488 | | conditionsrequirements enumerated in subsection (b) of Section |
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489 | 489 | | 43-2-692 occurthis division have been met , the judge of |
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490 | 490 | | probate shall enter an order directing a summary distribution |
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491 | 491 | | of the estate delineating the portion of the small estate that |
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492 | 492 | | each person identified in the order is entitled . |
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493 | 493 | | (b) The order issued by the court under subsection (a) |
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494 | 494 | | shall be final and conclusive as to all items and matters |
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495 | 495 | | shown, and appeals must be taken in the manner provided for |
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496 | 496 | | from any other final decree of the court in connection with |
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497 | 497 | | the administration of decedents' estates. " |
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498 | 498 | | "§43-2-694 |
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527 | 527 | | Page 10 |
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528 | 528 | | "§43-2-694 |
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529 | 529 | | Upon delivering a copy of the judge of probate's |
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530 | 530 | | judge's order fordirecting summary distribution ,or an |
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531 | 531 | | affidavit executed by any person having knowledge of the fact |
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532 | 532 | | and alleging the concurrence of the conditions listed in |
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533 | 533 | | subsection (b) of section 43-2-692 showing the defeasible |
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534 | 534 | | right therein, together with a copy of the decedent's will if |
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535 | 535 | | the claim is under such will, such spouse or distributee shall |
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536 | 536 | | be the persons entitled to summary distribution of the |
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537 | 537 | | decedent's estate under this division shall be entitled to |
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538 | 538 | | have the decedent's property or the evidence of the decedent's |
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539 | 539 | | ownership in such property transferred to him them by any |
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540 | 540 | | person owing any money to the decedent's estate, having |
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541 | 541 | | custody of any personal property of the decedent or acting as |
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542 | 542 | | a registrar or transfer agent of any evidence of interest, |
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543 | 543 | | indebtedness, property , or right of the deceased therein." |
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544 | 544 | | "§43-2-695 |
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545 | 545 | | The defeasible right of the surviving spouse or |
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546 | 546 | | distributeesa person to summary distribution of a decedent's |
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547 | 547 | | estate provided for by this division shall be subject only to |
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548 | 548 | | any preexisting rights to administer the estate or probate the |
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549 | 549 | | will, or to the superior rights of any other person to such |
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550 | 550 | | personal property." |
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551 | 551 | | "§43-2-696 |
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552 | 552 | | The person making payment, delivery, transfer , or |
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553 | 553 | | issuance of personal property or evidence thereof pursuant to |
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554 | 554 | | an order for summary distribution issued under this division |
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555 | 555 | | the affidavit prescribed in section 43-2-694 shall be |
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556 | 556 | | discharged and released to the same extent as if made to a |
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557 | 557 | | 253 |
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586 | 586 | | discharged and released to the same extent as if made to a |
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587 | 587 | | personal representative of the decedent, and hethe person |
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588 | 588 | | shall not be required to see the petitionapplication thereof |
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589 | 589 | | or to inquire into the truth of any statement in the |
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590 | 590 | | affidavitpetition if made by any other person. If any person |
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591 | 591 | | to whom such orderaffidavit is delivered refuses to pay, |
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592 | 592 | | deliver, transfer , or issue any personal property or evidence |
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593 | 593 | | thereof, itthe personal property may be recovered or its |
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594 | 594 | | payment, delivery, transfer , or issuance compelled in an |
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595 | 595 | | action brought for such purpose by or on behalf of the person |
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596 | 596 | | entitled thereto under sectionsSections 43-2-691.1, 43-2-692, |
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597 | 597 | | and 43-2-695 upon proof of the defeasible right declared by |
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598 | 598 | | such sections. Any person to whom payment, delivery, transfer |
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599 | 599 | | or issuance is made shall be answerable and accountable |
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600 | 600 | | therefor to any personal representative of the estate or to |
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601 | 601 | | the surviving spouse or minor children of the decedent who |
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602 | 602 | | shall proceed against such person, or to any other person |
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603 | 603 | | having a superior right to the decedent's estate. " |
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604 | 604 | | "§43-8-40 |
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605 | 605 | | If an estate is not a small estate under Section |
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606 | 606 | | 43-2-691 that is being distributed as a summary distribution |
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607 | 607 | | under Division 10 of Article 18 of Chapter 2 of Title 43, then |
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608 | 608 | | anyAny part of the estate of a decedent not effectively |
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609 | 609 | | disposed of by the decedent's his will passes to the |
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610 | 610 | | decedent's his heirs as prescribed in the following sections |
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611 | 611 | | of this chapter." |
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612 | 612 | | "§43-8-252 |
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613 | 613 | | (a) A person who is divorced from the decedent or whose |
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614 | 614 | | marriage to the decedent has been annulled is not a surviving |
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615 | 615 | | 281 |
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643 | 643 | | Page 12 |
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644 | 644 | | marriage to the decedent has been annulled is not a surviving |
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645 | 645 | | spouse unless, by virtue of a subsequent marriage, hethe |
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646 | 646 | | person is married to the decedent at the time of death. A |
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647 | 647 | | decree of separation whichthat does not terminate the status |
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648 | 648 | | of husband and wife is not a divorce for purposes of this |
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649 | 649 | | section. |
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650 | 650 | | (b) For purposes of sectionsSections 43-2-690 through |
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651 | 651 | | 43-2-698, 43-8-40 through 43-8-49, 43-8-55 through 43-8-58, |
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652 | 652 | | 43-8-70 through 43-8-76, 43-8-90, 43-8-91, and 43-8-110 |
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653 | 653 | | through 43-8-113, a surviving spouse does not include: |
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654 | 654 | | (1) A person who obtains or consents to a final decree |
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655 | 655 | | or judgment of divorce from the decedent or an annulment of |
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656 | 656 | | their marriage, which decree or judgment is not recognized as |
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657 | 657 | | valid in this state, unless they subsequently remarry; |
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658 | 658 | | participate in a marriage ceremony purporting to marry each to |
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659 | 659 | | the other, or subsequently live together as man and wife; |
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660 | 660 | | (2) A person who, following a decree or judgment of |
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661 | 661 | | divorce or annulment obtained by the decedent , marries, |
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662 | 662 | | participates in a marriage ceremony with a third person; or |
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663 | 663 | | (3) A person who is a party to a valid proceeding |
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664 | 664 | | concluded by an order purporting to terminate all marital |
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665 | 665 | | property rights." |
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666 | 666 | | Section 2. Sections 43-2-691.1, 43-2-697, 43-2-698, and |
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667 | 667 | | 43-8-23 are added to the Code of Alabama 1975, to read as |
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668 | 668 | | follows: |
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669 | 669 | | §43-2-691.1 |
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670 | 670 | | (a) During the pendency of a summary disposition, any |
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671 | 671 | | person entitled to the homestead allowance under Section |
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672 | 672 | | 43-8-110, exempt property under Section 43-8-111, or the |
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673 | 673 | | 309 |
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698 | 698 | | 334 |
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699 | 699 | | 335 |
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701 | 701 | | Page 13 |
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702 | 702 | | 43-8-110, exempt property under Section 43-8-111, or the |
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703 | 703 | | family allowance under Sections 43-8-112 and 43-8-113 may file |
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704 | 704 | | a verified petition in the office of the judge of probate in |
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705 | 705 | | which the summary distribution is pending. The petition shall |
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706 | 706 | | set forth the person's entitlement to the exemption and |
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707 | 707 | | allowances. The probate court, upon review and approval of the |
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708 | 708 | | petition, may enter an order for disbursing the exemption and |
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709 | 709 | | allowances from the small estate to the person in accordance |
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710 | 710 | | with Sections 43-8-110, 43-8-111, or 43-8-112 and 43-8-113. |
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711 | 711 | | (b) The remainder of the small estate of a decedent |
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712 | 712 | | domiciled in Alabama at the time of the decedent's death, |
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713 | 713 | | following the exemption and allowances disposition made in |
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714 | 714 | | accordance with subsection (a) that meets all of the |
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715 | 715 | | conditions of this division, shall be distributed as follows: |
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716 | 716 | | (1) To the surviving spouse of the decedent. |
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717 | 717 | | (2) If the decedent died with a self-proved will and |
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718 | 718 | | with no surviving spouse, to those persons entitled to the |
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719 | 719 | | decedent's estate under such will, and to those persons |
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720 | 720 | | entitled to share in the decedent's estate under the laws of |
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721 | 721 | | descent and distribution of this state for the part of the |
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722 | 722 | | decedent's estate not effectively disposed of by the |
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723 | 723 | | decedent's self-proved will. |
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724 | 724 | | (3) If the decedent died without a surviving spouse and |
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725 | 725 | | without a self-proved will, to those persons entitled to share |
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726 | 726 | | in the decedent's estate under the laws of descent and |
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727 | 727 | | distribution of this state. |
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728 | 728 | | §43-2-697 |
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729 | 729 | | Whenever fraud had been perpetrated in connection with |
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730 | 730 | | any proceeding or in any statement filed under this division |
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731 | 731 | | 337 |
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732 | 732 | | 338 |
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759 | 759 | | Page 14 |
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760 | 760 | | any proceeding or in any statement filed under this division |
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761 | 761 | | or if fraud is used to avoid or circumvent the provisions or |
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762 | 762 | | purposes of this division, any person injured by these actions |
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763 | 763 | | may obtain appropriate relief against the perpetrator of the |
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764 | 764 | | fraud or receive restitution from any person, other than a |
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765 | 765 | | bona fide purchaser, benefiting from the fraud, whether |
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766 | 766 | | innocent or not. Any proceeding must be commenced within one |
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767 | 767 | | year after the discovery of the fraud or from the time when |
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768 | 768 | | the fraud should have been discovered, but no proceeding may |
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769 | 769 | | be brought against anyone who did not perpetrate the fraud |
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770 | 770 | | later than five years after the time of the commission of the |
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771 | 771 | | fraud. This section has no effect on remedies related to fraud |
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772 | 772 | | perpetrated against a decedent during the decedent's lifetime |
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773 | 773 | | which affects the succession of the decedent's estate. |
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774 | 774 | | §43-2-698 |
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775 | 775 | | The small estate amount shall at all times be equal to |
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776 | 776 | | the combined maximum amount of the homestead allowance, exempt |
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777 | 777 | | property, and family allowance provided under Sections |
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778 | 778 | | 43-8-110 through 43-8-113, as adjusted pursuant to Section |
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779 | 779 | | 43-8-116. |
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780 | 780 | | §43-8-23 |
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781 | 781 | | In the event the estate qualifies as a small estate |
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782 | 782 | | under Section 43-2-691, the summary distribution proceedings |
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783 | 783 | | for a small estate under Division 10 of Article 18 of Chapter |
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784 | 784 | | 2 of Title 43 are available to the small estate. |
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785 | 785 | | Section 3. This act shall become effective on October |
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786 | 786 | | 1, 2025. |
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787 | 787 | | 365 |
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788 | 788 | | 366 |
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789 | 789 | | 367 |
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790 | 790 | | 368 |
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