Colorado 2022 Regular Session

Colorado Senate Bill SB092 Compare Versions

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1+Second Regular Session
2+Seventy-third General Assembly
3+STATE OF COLORADO
4+REREVISED
5+This Version Includes All Amendments
6+Adopted in the Second House
7+LLS NO. 22-0686.01 Conrad Imel x2313
18 SENATE BILL 22-092
2-BY SENATOR(S) Gardner, Cooke, Gonzales, Lee, Moreno, Priola,
3-Smallwood;
4-also REPRESENTATIVE(S) Soper, Bird, Lynch.
9+Senate Committees House Committees
10+Judiciary Judiciary
11+A BILL FOR AN ACT
512 C
6-ONCERNING CHANGES TO THE "COLORADO PROBATE CODE".
7-
8-Be it enacted by the General Assembly of the State of Colorado:
9-SECTION 1. In Colorado Revised Statutes, 15-11-101, amend (2)
10-as follows:
11-15-11-101. Intestate estate. (2) A decedent by will may expressly
12-exclude or limit the right of an individual or class to succeed to property of
13-the decedent passing by intestate succession. If that individual or a member
14-of that class survives the decedent, the share of the decedent's intestate
15-estate to which that individual or class would have succeeded passes as if
16-that individual or each member of that class had disclaimed his or her THE
17-intestate share.
18-SECTION 2. In Colorado Revised Statutes, repeal and reenact,
19-with amendments, 15-11-103 as follows:
20-NOTE: This bill has been prepared for the signatures of the appropriate legislative
21-officers and the Governor. To determine whether the Governor has signed the bill
22-or taken other action on it, please consult the legislative status sheet, the legislative
23-history, or the Session Laws.
24-________
25-Capital letters or bold & italic numbers indicate new material added to existing law; dashes
26-through words or numbers indicate deletions from existing law and such material is not part of
27-the act. 15-11-103. Share of heirs other than surviving spouse and
13+ONCERNING CHANGES TO THE "COLORADO PROBATE CODE".101
14+Bill Summary
15+(Note: This summary applies to this bill as introduced and does
16+not reflect any amendments that may be subsequently adopted. If this bill
17+passes third reading in the house of introduction, a bill summary that
18+applies to the reengrossed version of this bill will be available at
19+http://leg.colorado.gov/
20+.)
21+Colorado Commission on Uniform State Laws. The bill makes
22+changes to the "Colorado Probate Code" (code). Specifically, the bill
23+describes how property passes when a decedent dies without a will
24+(intestate) and the estate or any part of the estate does not pass to a
25+surviving spouse or designated beneficiary pursuant to existing law. In
26+that situation, the portion of the estate passing through intestate
27+succession is distributed as follows:
28+! If the decedent is survived by one or more descendants, the
29+HOUSE
30+3rd Reading Unamended
31+March 16, 2022
32+HOUSE
33+2nd Reading Unamended
34+March 15, 2022
35+SENATE
36+3rd Reading Unamended
37+February 23, 2022
38+SENATE
39+2nd Reading Unamended
40+February 22, 2022
41+SENATE SPONSORSHIP
42+Gardner, Cooke, Gonzales, Lee, Moreno, Priola, Smallwood
43+HOUSE SPONSORSHIP
44+Soper, Bird, Lynch
45+Shading denotes HOUSE amendment. Double underlining denotes SENATE amendment.
46+Capital letters or bold & italic numbers indicate new material to be added to existing statute.
47+Dashes through the words indicate deletions from existing statute. portion of the estate passes to the decedent's surviving
48+descendants per capita at each generation;
49+! If the decedent is not survived by a descendant but is
50+survived by one or more parents, the portion of the estate
51+is divided into as many equal shares as there are surviving
52+parents and deceased parents with one or more
53+descendants. One share passes to each surviving parent,
54+and the balance passes per capita at each generation to the
55+surviving descendants of the decedent's deceased parents.
56+! If the decedent is not survived by a descendant or parent
57+but is survived by one or more descendants of a parent, the
58+portion of the estate passes per capita at each generation to
59+the surviving descendants of the decedent's deceased
60+parents; or
61+! If a decedent is not survived by a descendant, parent, or
62+descendant of a parent but is survived by one or more
63+grandparents, the portion of the estate is divided into as
64+many equal shares as there are surviving grandparents and
65+deceased grandparents with one or more surviving
66+descendants. One share passes to each surviving
67+grandparent, and the balance passes per capita at each
68+generation to the surviving descendants of the decedent's
69+deceased grandparents.
70+The bill clarifies how the estate passes to surviving descendants of
71+a deceased parent or grandparent.
72+The bill replaces outdated terminology in the code with modern
73+language, including replacing gender-specific language.
74+Be it enacted by the General Assembly of the State of Colorado:1
75+SECTION 1. In Colorado Revised Statutes, 15-11-101, amend2
76+(2) as follows:3
77+15-11-101. Intestate estate. (2) A decedent by will may4
78+expressly exclude or limit the right of an individual or class to succeed to5
79+property of the decedent passing by intestate succession. If that individual6
80+or a member of that class survives the decedent, the share of the7
81+decedent's intestate estate to which that individual or class would have8
82+succeeded passes as if that individual or each member of that class had9
83+disclaimed his or her
84+ THE intestate share.10
85+092-2- SECTION 2. In Colorado Revised Statutes, repeal and reenact,1
86+with amendments, 15-11-103 as follows:2
87+15-11-103. Share of heirs other than surviving spouse and3
2888 designated beneficiary - definitions. (1) Definitions. I
29-N THIS SECTION:
89+N THIS SECTION:4
3090 (a) "D
31-ECEASED PARENT", "DECEASED GRANDPARENT ", OR
32-"DECEASED SPOUSE" MEANS A PARENT, GRANDPARENT, OR SPOUSE WHO
33-EITHER PREDECEASED THE DECEDENT OR IS DEEMED UNDER THIS ARTICLE
91+ECEASED PARENT", "DECEASED GRANDPARENT ", OR5
92+"
93+DECEASED SPOUSE" MEANS A PARENT, GRANDPARENT, OR SPOUSE WHO6
94+EITHER PREDECEASED THE DECEDENT OR IS DEEMED UNDER THIS ARTICLE7
3495 11
35-TO HAVE PREDECEASED THE DECEDENT .
96+ TO HAVE PREDECEASED THE DECEDENT .8
3697 (b) "S
37-URVIVING SPOUSE", "SURVIVING DESCENDANT", "SURVIVING
38-PARENT
39-", OR "SURVIVING GRANDPARENT " MEANS A SPOUSE, DESCENDANT,
40-PARENT, OR GRANDPARENT WHO NEITHER PREDECEASED THE DECEDENT NOR
41-IS DEEMED UNDER THIS ARTICLE
42-11 TO HAVE PREDECEASED THE DECEDENT .
43-(2) Heirs other than surviving spouse and designated
98+URVIVING SPOUSE", "SURVIVING DESCENDANT", "SURVIVING9
99+PARENT", OR "SURVIVING GRANDPARENT" MEANS A SPOUSE, DESCENDANT,10
100+PARENT, OR GRANDPARENT WHO NEITHER PREDECEASED THE DECEDENT11
101+NOR IS DEEMED UNDER THIS ARTICLE 11 TO HAVE PREDECEASED THE12
102+DECEDENT.13
103+(2) Heirs other than surviving spouse and designated14
44104 beneficiary. A
45-NY PART OF THE INTESTATE ESTATE NOT PASSING TO THE
46-DECEDENT
47-'S SURVIVING SPOUSE UNDER SECTION 15-11-102, OR TO THE
48-DECEDENT
49-'S SURVIVING DESIGNATED BENEFICIARY UNDER SECTION
50-15-11-102.5, OR THE ENTIRE ESTATE IF THERE IS NO SURVIVING SPOUSE AND
51-NO SURVIVING DESIGNATED BENEFICIARY WITH THE RIGHT TO INHERIT REAL
52-OR PERSONAL PROPERTY FROM THE DECEDENT THROUGH INTESTATE
53-SUCCESSION
54-, PASSES TO THE DECEDENT 'S DESCENDANTS, PARENTS, OR
55-OTHER HEIRS AS PROVIDED IN SUBSECTIONS
56-(3) TO (9) OF THIS SECTION.
105+NY PART OF THE INTESTATE ESTATE NOT PASSING TO THE15
106+DECEDENT'S SURVIVING SPOUSE UNDER SECTION 15-11-102, OR TO THE16
107+DECEDENT'S SURVIVING DESIGNATED BENEFICIARY UNDER SECTION17
108+15-11-102.5,
109+ OR THE ENTIRE ESTATE IF THERE IS NO SURVIVING SPOUSE18
110+AND NO SURVIVING DESIGNATED BENEFICIARY WITH THE RIGHT TO INHERIT19
111+REAL OR PERSONAL PROPERTY FROM THE DECEDENT THROUGH INTESTATE20
112+SUCCESSION, PASSES TO THE DECEDENT'S DESCENDANTS, PARENTS, OR21
113+OTHER HEIRS AS PROVIDED IN SUBSECTIONS (3) TO (9) OF THIS SECTION.22
57114 (3) Surviving descendants. I
58-F A DECEDENT IS SURVIVED BY ONE OR
59-MORE DESCENDANTS
60-, ANY PART OF THE INTESTATE ESTATE NOT PASSING TO
61-THE SURVIVING SPOUSE OR SURVIVING DESIGNATED BENEFICIARY PASSES PER
62-CAPITA AT EACH GENERATION TO THE DECEDENT
63-'S SURVIVING
64-DESCENDANTS
65-.
66-(4) Surviving parent. I
67-F A DECEDENT IS NOT SURVIVED BY A
68-DESCENDANT BUT IS SURVIVED BY ONE OR MORE PARENTS
69-, ANY PART OF THE
70-INTESTATE ESTATE NOT PASSING TO THE SURVIVING SPOUSE OR SURVIVING
71-DESIGNATED BENEFICIARY IS DISTRIBUTED AS FOLLOWS
72-:
115+F A DECEDENT IS SURVIVED BY ONE23
116+OR MORE DESCENDANTS , ANY PART OF THE INTESTATE ESTATE NOT24
117+PASSING TO THE SURVIVING SPOUSE OR SURVIVING DESIGNATED25
118+BENEFICIARY PASSES PER CAPITA AT EACH GENERATION TO THE26
119+DECEDENT'S SURVIVING DESCENDANTS.27
120+092
121+-3- (4) Surviving parent. I F A DECEDENT IS NOT SURVIVED BY A1
122+DESCENDANT BUT IS SURVIVED BY ONE OR MORE PARENTS , ANY PART OF2
123+THE INTESTATE ESTATE NOT PASSING TO THE SURVIVING SPOUSE OR3
124+SURVIVING DESIGNATED BENEFICIARY IS DISTRIBUTED AS FOLLOWS :4
73125 (a) T
74-HE INTESTATE ESTATE OR PART IS DIVIDED INTO AS MANY EQUAL
75-SHARES AS THERE ARE
76-:
126+HE INTESTATE ESTATE OR PART IS DIVIDED INTO AS MANY5
127+EQUAL SHARES AS THERE ARE:6
77128 (I) S
78-URVIVING PARENTS; AND
79-(II) DECEASED PARENTS WITH ONE OR MORE SURVIVING
80-PAGE 2-SENATE BILL 22-092 DESCENDANTS, IF ANY, AS DETERMINED UNDER SUBSECTION (5) OF THIS
81-SECTION
82-.
129+URVIVING PARENTS; AND7
130+(II) D
131+ECEASED PARENTS WITH ONE OR MORE SURVIVING8
132+DESCENDANTS, IF ANY, AS DETERMINED UNDER SUBSECTION (5) OF THIS9
133+SECTION.10
83134 (b) O
84-NE SHARE PASSES TO EACH SURVIVING PARENT .
135+NE SHARE PASSES TO EACH SURVIVING PARENT .11
85136 (c) T
86-HE BALANCE OF THE INTESTATE ESTATE OR PART, IF ANY, PASSES
87-PER CAPITA AT EACH GENERATION TO THE SURVIVING DESCENDANTS OF THE
88-DECEDENT
89-'S DECEASED PARENTS, AS DETERMINED UNDER SUBSECTION (5) OF
90-THIS SECTION
91-.
92-(5) When parent survives - computation of shares of surviving
137+HE BALANCE OF THE INTESTATE ESTATE OR PART , IF ANY,12
138+PASSES PER CAPITA AT EACH GENERATION TO THE SURVIVING13
139+DESCENDANTS OF THE DECEDENT 'S DECEASED PARENTS, AS DETERMINED14
140+UNDER SUBSECTION (5) OF THIS SECTION.15
141+(5) When parent survives - computation of shares of surviving16
93142 descendants of deceased parent. T
94-HE FOLLOWING RULES APPLY UNDER
95-SUBSECTION
96-(4) OF THIS SECTION TO DETERMINE WHETHER A DECEASED
97-PARENT OF THE DECEDENT IS TREATED AS HAVING A SURVIVING
98-DESCENDANT
99-:
143+HE FOLLOWING RULES APPLY UNDER17
144+SUBSECTION (4) OF THIS SECTION TO DETERMINE WHETHER A DECEASED18
145+PARENT OF THE DECEDENT IS TREATED AS HAVING A SURVIVING19
146+DESCENDANT:20
100147 (a) I
101-F ALL THE SURVIVING DESCENDANTS OF ONE OR MORE DECEASED
102-PARENTS ALSO ARE DESCENDANTS OF ONE OR MORE SURVIVING PARENTS
103-AND NONE OF THOSE SURVIVING PARENTS HAS ANY OTHER SURVIVING
104-DESCENDANT
105-, THOSE DESCENDANTS ARE DEEMED TO HAVE PREDECEASED
106-THE DECEDENT
107-.
148+F ALL THE SURVIVING DESCENDANTS OF ONE OR MORE21
149+DECEASED PARENTS ALSO ARE DESCENDANTS OF ONE OR MORE SURVIVING22
150+PARENTS AND NONE OF THOSE SURVIVING PARENTS HAS ANY OTHER23
151+SURVIVING DESCENDANT , THOSE DESCENDANTS ARE DEEMED TO HAVE24
152+PREDECEASED THE DECEDENT .25
108153 (b) I
109-F TWO OR MORE DECEASED PARENTS HAVE THE SAME SURVIVING
110-DESCENDANTS AND NONE OF THOSE DECEASED PARENTS HAS ANY OTHER
111-SURVIVING DESCENDANT
112-, THOSE DECEASED PARENTS ARE DEEMED TO BE
113-ONE DECEASED PARENT WITH SURVIVING DESCENDANTS
114-.
154+F TWO OR MORE DECEASED PARENTS HAVE THE SAME26
155+SURVIVING DESCENDANTS AND NONE OF THOSE DECEASED PARENTS HAS27
156+092
157+-4- ANY OTHER SURVIVING DESCENDANT , THOSE DECEASED PARENTS ARE1
158+DEEMED TO BE ONE DECEASED PARENT WITH SURVIVING DESCENDANTS .2
115159 (6) Surviving descendant of deceased parent. I
116-F A DECEDENT IS
117-NOT SURVIVED BY A DESCENDANT OR PARENT BUT IS SURVIVED BY ONE OR
118-MORE DESCENDANTS OF A PARENT
119-, THE INTESTATE ESTATE PASSES PER
120-CAPITA AT EACH GENERATION TO THE SURVIVING DESCENDANTS OF THE
121-DECEDENT
122-'S DECEASED PARENTS.
160+F A DECEDENT IS3
161+NOT SURVIVED BY A DESCENDANT OR PARENT BUT IS SURVIVED BY ONE OR4
162+MORE DESCENDANTS OF A PARENT , THE INTESTATE ESTATE PASSES PER5
163+CAPITA AT EACH GENERATION TO THE SURVIVING DESCENDANTS OF THE6
164+DECEDENT'S DECEASED PARENTS.7
123165 (7) Surviving grandparent. I
124-F A DECEDENT IS NOT SURVIVED BY A
125-DESCENDANT
126-, PARENT, OR DESCENDANT OF A PARENT BUT IS SURVIVED BY
127-ONE OR MORE GRANDPARENTS
128-, THE INTESTATE ESTATE IS DISTRIBUTED AS
129-FOLLOWS
130-:
166+F A DECEDENT IS NOT SURVIVED BY8
167+A DESCENDANT, PARENT, OR DESCENDANT OF A PARENT BUT IS SURVIVED9
168+BY ONE OR MORE GRANDPARENTS , THE INTESTATE ESTATE IS DISTRIBUTED10
169+AS FOLLOWS:11
131170 (a) T
132-HE INTESTATE ESTATE IS DIVIDED INTO AS MANY EQUAL SHARES
133-AS THERE ARE
134-:
135-PAGE 3-SENATE BILL 22-092 (I) SURVIVING GRANDPARENTS ; AND
136-(II) DECEASED GRANDPARENTS WITH ONE OR MORE SURVIVING
137-DESCENDANTS
138-, IF ANY, AS DETERMINED UNDER SUBSECTION (8) OF THIS
139-SECTION
140-.
171+HE INTESTATE ESTATE IS DIVIDED INTO AS MANY EQUAL12
172+SHARES AS THERE ARE:13
173+(I) S
174+URVIVING GRANDPARENTS ; AND14
175+(II) D
176+ECEASED GRANDPARENTS WITH ONE OR MORE SURVIVING15
177+DESCENDANTS, IF ANY, AS DETERMINED UNDER SUBSECTION (8) OF THIS16
178+SECTION.17
141179 (b) O
142-NE SHARE PASSES TO EACH SURVIVING GRANDPARENT .
180+NE SHARE PASSES TO EACH SURVIVING GRANDPARENT .18
143181 (c) T
144-HE BALANCE OF THE INTESTATE ESTATE , IF ANY, PASSES PER
145-CAPITA AT EACH GENERATION TO THE SURVIVING DESCENDANTS OF THE
146-DECEDENT
147-'S DECEASED GRANDPARENTS , AS DETERMINED UNDER
148-SUBSECTION
149-(8) OF THIS SECTION.
150-(8) When grandparent survives - computation of shares of
182+HE BALANCE OF THE INTESTATE ESTATE , IF ANY, PASSES PER19
183+CAPITA AT EACH GENERATION TO THE SURVIVING DESCENDANTS OF THE20
184+DECEDENT'S DECEASED GRANDPARENTS , AS DETERMINED UNDER21
185+SUBSECTION (8) OF THIS SECTION.22
186+(8) When grandparent survives - computation of shares of23
151187 surviving descendants of deceased grandparent. T
152-HE FOLLOWING RULES
153-APPLY UNDER SUBSECTION
154-(7) OF THIS SECTION TO DETERMINE WHETHER A
155-DECEASED GRANDPARENT OF THE DECEDENT IS TREATED AS HAVING A
156-SURVIVING DESCENDANT
157-:
158-(a) I
159-F ALL THE SURVIVING DESCENDANTS OF ONE OR MORE DECEASED
160-GRANDPARENTS ALSO ARE DESCENDANTS OF ONE OR MORE SURVIVING
161-GRANDPARENTS AND NONE OF THOSE SURVIVING GRANDPARENTS HAS ANY
162-OTHER SURVIVING DESCENDANT
163-, THOSE DESCENDANTS ARE DEEMED TO
164-HAVE PREDECEASED THE DECEDENT
165-.
188+HE FOLLOWING24
189+RULES APPLY UNDER SUBSECTION (7) OF THIS SECTION TO DETERMINE25
190+WHETHER A DECEASED GRANDPARENT OF THE DECEDENT IS TREATED AS26
191+HAVING A SURVIVING DESCENDANT :27
192+092
193+-5- (a) IF ALL THE SURVIVING DESCENDANTS OF ONE OR MORE1
194+DECEASED GRANDPARENTS ALSO ARE DESCENDANTS OF ONE OR MORE2
195+SURVIVING GRANDPARENTS AND NONE OF THOSE SURVIVING3
196+GRANDPARENTS HAS ANY OTHER SURVIVING DESCENDANT , THOSE4
197+DESCENDANTS ARE DEEMED TO HAVE PREDECEASED THE DECEDENT .5
166198 (b) I
167-F TWO OR MORE DECEASED GRANDPARENTS HAVE THE SAME
168-SURVIVING DESCENDANTS AND NONE OF THOSE DECEASED GRANDPARENTS
169-HAS ANY OTHER SURVIVING DESCENDANT
170-, THOSE DECEASED GRANDPARENTS
171-ARE DEEMED TO BE ONE DECEASED GRANDPARENT WITH SURVIVING
172-DESCENDANTS
173-.
199+F TWO OR MORE DECEASED GRANDPARENTS HAVE THE SAME6
200+SURVIVING DESCENDANTS AND NONE OF THOSE DECEASED GR ANDPARENTS7
201+HAS ANY OTHER SURVIVING DESCE NDANT , THOSE DECEASED8
202+GRANDPARENTS ARE DEEMED TO BE ONE DECEASED GRANDPARENT WITH9
203+SURVIVING DESCENDANTS.10
174204 (9) Surviving descendant of deceased grandparent. I
175-F A
176-DECEDENT IS NOT SURVIVED BY A DESCENDANT
177-, PARENT, DESCENDANT OF
178-A PARENT
179-, OR GRANDPARENT BUT IS SURVIVED BY ONE OR MORE
180-DESCENDANTS OF A GRANDPARENT
181-, THE INTESTATE ESTATE PASSES PER
182-CAPITA AT EACH GENERATION TO THE SURVIVING DESCENDANTS OF THE
183-DECEDENT
184-'S DECEASED GRANDPARENTS .
185-SECTION 3. In Colorado Revised Statutes, amend 15-11-106 as
186-follows:
187-PAGE 4-SENATE BILL 22-092 15-11-106. Per capita at each generation. (1) Definitions. As
188-used In this section: unless the context otherwise requires:
189-(a) "Deceased descendant", "deceased parent", or "deceased
205+F A11
206+DECEDENT IS NOT SURVIVED BY A DESCENDANT , PARENT, DESCENDANT OF12
207+A PARENT, OR GRANDPARENT BUT IS SURVIVED BY ONE OR MORE13
208+DESCENDANTS OF A GRANDPARENT , THE INTESTATE ESTATE PASSES PER14
209+CAPITA AT EACH GENERATION TO THE SURVIVING DESCENDANTS OF THE15
210+DECEDENT'S DECEASED GRANDPARENTS .16
211+SECTION 3. In Colorado Revised Statutes, amend 15-11-106 as17
212+follows:18
213+15-11-106. Per capita at each generation. (1) Definitions. As
214+19
215+used In this section: unless the context otherwise requires:20
216+(a) "Deceased descendant", "deceased parent", or "deceased21
190217 grandparent",
191-OR "DECEASED SPOUSE" means a descendant, parent, orgrandparent, OR SPOUSE who either predeceased the decedent or is deemed
192-UNDER THIS SUBPART 1 to have predeceased the decedent. under section
193-15-11-104.
194-(b) "Surviving descendant" means a descendant who neither
218+OR "DECEASED SPOUSE" means a descendant, parent, or
219+22
220+grandparent,
221+OR SPOUSE who either predeceased the decedent or is23
222+deemed
223+UNDER THIS SUBPART 1 to have predeceased the decedent. under
224+24
225+section 15-11-104.25
226+(b) "Surviving descendant" means a descendant who neither26
195227 predeceased the decedent nor is deemed
196-UNDER THIS SUBPART 1 to have
197-predeceased the decedent. under section 15-11-104.
198-(2) Decedent's descendants. If, under section 15-11-103 (2) (3),
199-ALL OR PART OF a decedent's intestate estate or a part thereof passes "per
228+UNDER THIS SUBPART 1 to have27
229+092
230+-6- predeceased the decedent. under section 15-11-104.1
231+(2) Decedent's descendants. If, under section 15-11-103 (2) (3),2
232+ALL OR PART OF a decedent's intestate estate or a part thereof passes "per3
200233 capita at each generation" to the decedent's
201-SURVIVING descendants, the
234+SURVIVING descendants, the4
202235 estate or part thereof
203- is divided into as many equal shares as there are (i)
204-surviving descendants in the generation nearest to the decedent which
205-contains one or more surviving descendants and (ii) deceased descendants
206-in the same generation who left surviving descendants, if any. Each
207-surviving descendant in the nearest generation is allocated one share. The
208-remaining shares, if any, are combined and then divided in the same manner
209-among the surviving descendants of the deceased descendants as if the
210-surviving descendants who are
211- WERE allocated a share and their surviving
212-descendants had predeceased the decedent.
213-(3) Descendants of parents or grandparents. If, under section
214-15-11-103 (4) or (6), a decedent's intestate estate or a part thereof passes
215-"per capita at each generation" to the descendants of the decedent's
216-deceased parents or either of them, or to the descendants of the decedent's
217-deceased grandparents or any of them, the estate or part thereof is divided
218-into as many equal shares as there are (i) surviving descendants in the
219-generation nearest to the deceased parents or either of them, or the deceased
220-grandparents or any of them, that contains one or more surviving
221-descendants and (ii) deceased descendants in the same generation who left
222-surviving descendants, if any. Each surviving descendant in the nearest
223-generation is allocated one share. The remaining shares, if any, are
224-combined and then divided in the same manner among the surviving
225-descendants of the deceased descendants as if the surviving descendants
226-who were allocated a share and their surviving descendants had predeceased
227-PAGE 5-SENATE BILL 22-092 the decedent Descendants of parent when parent survives. I F A
228-DECEDENT IS SURVIVED BY ONE OR MORE PARENTS AND
229-, UNDER SECTION
230-15-11-103 (4) AND (5), THE BALANCE OF THE DECEDENT'S INTESTATE ESTATE
231-OR PART PASSES PER CAPITA AT EA CH GENERATION TO THE SURVIVING
232-DESCENDANTS OF ONE OR MORE OF THE DECEDENT
233-'S DECEASED PARENTS,
234-THE BALANCE PASSES TO THOSE DESCENDANTS AS IF THEY WERE THE
235-DECEDENT
236-'S SURVIVING DESCENDANTS UNDER SUBSECTION (2) OF THIS
237-SECTION
238-.
236+ is divided into as many equal shares as there are (i)5
237+surviving descendants in the generation nearest to the decedent which6
238+contains one or more surviving descendants and (ii) deceased descendants7
239+in the same generation who left surviving descendants, if any. Each8
240+surviving descendant in the nearest generation is allocated one share. The9
241+remaining shares, if any, are combined and then divided in the same10
242+manner among the surviving descendants of the deceased descendants as11
243+if the surviving descendants who are WERE allocated a share and their12
244+surviving descendants had predeceased the decedent.13
245+(3) Descendants of parents or grandparents. If, under section14
246+15-11-103 (4) or (6), a decedent's intestate estate or a part thereof passes15
247+"per capita at each generation" to the descendants of the decedent's16
248+deceased parents or either of them, or to the descendants of the decedent's17
249+deceased grandparents or any of them, the estate or part thereof is divided18
250+into as many equal shares as there are (i) surviving descendants in the19
251+generation nearest to the deceased parents or either of them, or the20
252+deceased grandparents or any of them, that contains one or more21
253+surviving descendants and (ii) deceased descendants in the same22
254+generation who left surviving descendants, if any. Each surviving23
255+descendant in the nearest generation is allocated one share. The remaining24
256+shares, if any, are combined and then divided in the same manner among25
257+the surviving descendants of the deceased descendants as if the surviving26
258+descendants who were allocated a share and their surviving descendants27
259+092
260+-7- had predeceased the decedent Descendants of parent when parent1
261+survives. I
262+F A DECEDENT IS SURVIVED BY ONE OR MORE PARENTS AND ,2
263+UNDER SECTION 15-11-103 (4) AND (5), THE BALANCE OF THE DECEDENT'S3
264+INTESTATE ESTATE OR PART PASSES PER CAPITA AT EACH GENERATION TO4
265+THE SURVIVING DESCENDANTS OF ONE OR MORE OF THE DECEDENT 'S5
266+DECEASED PARENTS, THE BALANCE PASSES TO THOSE DESCENDANTS AS IF6
267+THEY WERE THE DECEDENT 'S SURVIVING DESCENDANTS UNDER7
268+SUBSECTION (2) OF THIS SECTION.8
239269 (4) Descendants of parent when no parent survives. I
240-F A
241-DECEDENT IS NOT SURVIVED BY A PARENT AND
242-, UNDER SECTION 15-11-103
270+F A9
271+DECEDENT IS NOT SURVIVED BY A PARENT AND, UNDER SECTION 15-11-10310
243272 (6),
244- THE DECEDENT'S INTESTATE ESTATE PASSES PER CAPITA AT EACH
245-GENERATION TO THE SURVIVING DESCENDANTS OF ONE OR MORE OF THE
246-DECEDENT
247-'S DECEASED PARENTS, THE INTESTATE ESTATE PASSES TO THOSE
248-DESCENDANTS AS IF THEY WERE THE DECEDENT
249-'S SURVIVING DESCENDANTS
250-UNDER SUBSECTION
251-(2) OF THIS SECTION.
252-(5) Descendants of grandparent when grandparent survives. I
253-F
254-A DECEDENT IS SURVIVED BY ONE OR MORE GRANDPARENTS AND
255-, UNDER
256-SECTION
257-15-11-103 (7) AND (8), THE BALANCE OF THE DECEDENT 'S
258-INTESTATE ESTATE PASSES PER CAPITA AT EACH GENERATION TO THE
259-SURVIVING DESCENDANTS OF ONE OR MORE OF THE DECEDENT
260-'S DECEASED
261-GRANDPARENTS
262-, THE BALANCE PASSES TO THOSE DESCENDANTS AS IF THEY
263-WERE THE DECEDENT
264-'S SURVIVING DESCENDANTS UNDER SUBSECTION (2) OF
265-THIS SECTION
266-.
267-(6) Descendants of grandparent when no grandparent survives.
273+ THE DECEDENT'S INTESTATE ESTATE PASSES PER CAPITA AT EACH11
274+GENERATION TO THE SURVIVING DESCENDANTS OF ONE OR MORE OF THE12
275+DECEDENT'S DECEASED PARENTS, THE INTESTATE ESTATE PASSES TO13
276+THOSE DESCENDANTS AS IF THEY WERE THE DECEDENT 'S SURVIVING14
277+DESCENDANTS UNDER SUBSECTION (2) OF THIS SECTION.15
278+(5) Descendants of grandparent when grandparent survives.16
268279 I
269-F A DECEDENT IS NOT SURVIVED BY A GRANDPARENT AND , UNDER SECTION
270-15-11-103 (9), THE DECEDENT'S INTESTATE ESTATE PASSES PER CAPITA AT
271-EACH GENERATION TO THE SURVIVING DESCENDANTS OF ONE OR MORE OF
272-THE DECEDENT
273-'S DECEASED GRANDPARENTS , THE INTESTATE ESTATE PASSES
274-TO THOSE DESCENDANTS AS IF THEY WERE THE DECEDENT
275-'S SURVIVING
276-DESCENDANTS UNDER SUBSECTION
277-(2) OF THIS SECTION.
278-SECTION 4. In Colorado Revised Statutes, repeal and reenact,
279-with amendments, 15-11-107 as follows:
280-15-11-107. Inheritance without regard to number of common
280+F A DECEDENT IS SURVIVED BY ONE OR MORE GRANDPARENTS AND ,17
281+UNDER SECTION 15-11-103 (7) AND (8), THE BALANCE OF THE DECEDENT'S18
282+INTESTATE ESTATE PASSES PER CAPITA AT EACH GENERATION TO THE19
283+SURVIVING DESCENDANTS OF ONE OR MORE OF THE DECEDENT 'S DECEASED20
284+GRANDPARENTS, THE BALANCE PASSES TO THOSE DESCENDANTS AS IF21
285+THEY WERE THE DECEDENT 'S SURVIVING DESCENDANTS UNDER22
286+SUBSECTION (2) OF THIS SECTION.23
287+(6) Descendants of grandparent when no grandparent24
288+survives. I
289+F A DECEDENT IS NOT SURVIVED BY A GRANDPARENT AND ,25
290+UNDER SECTION 15-11-103 (9), THE DECEDENT'S INTESTATE ESTATE26
291+PASSES PER CAPITA AT EACH GE NERATION TO THE SURVIVING27
292+092
293+-8- DESCENDANTS OF ONE OR MORE OF THE DECEDENT 'S DECEASED1
294+GRANDPARENTS, THE INTESTATE ESTATE PASSES TO THOSE DESCENDANTS2
295+AS IF THEY WERE THE DECEDENT 'S SURVIVING DESCENDANTS UNDER3
296+SUBSECTION (2) OF THIS SECTION.4
297+SECTION 4. In Colorado Revised Statutes, repeal and reenact,5
298+with amendments, 15-11-107 as follows:6
299+15-11-107. Inheritance without regard to number of common7
281300 ancestors in same generation. A
282-N HEIR INHERITS WITHOUT REGARD TO
283-HOW MANY COMMON ANCESTORS IN THE SAME GENERATION THE HEIR
284-PAGE 6-SENATE BILL 22-092 SHARES WITH THE DECEDENT.
285-SECTION 5. In Colorado Revised Statutes, 15-11-109, amend (1)
286-as follows:
287-15-11-109. Advancements. (1) If an individual dies intestate as to
288-all or a portion of his or her THE estate, property the decedent gave during
289-the decedent's lifetime to an individual who, at the decedent's death, is an
290-heir is treated as an advancement against the heir's intestate share only if (i)
291-the decedent declared in a contemporaneous writing or the heir
292-acknowledged in writing that the gift is an advancement, or (ii) the
293-decedent's contemporaneous writing or the heir's written acknowledgment
294-otherwise indicates that the gift is to be taken into account in computing the
295-division and distribution of the decedent's intestate estate.
296-SECTION 6. In Colorado Revised Statutes, amend 15-11-113 as
297-follows:
298-15-11-113. Individual related to decedent through more than
299-one line of relationship. An individual who is related to the decedent
300-through two blood lines
301- MORE THAN ONE LINE of relationship is entitled to
302-only a single share based upon the relationship which would entitle the
303-individual to the larger LARGEST share. THE INDIVIDUAL AND THE
304-INDIVIDUAL
305-'S DESCENDANTS ARE DEEMED TO HAVE PREDECEASED THE
306-DECEDENT WITH RESPECT TO A LINE OF RELATIONSHIP RESULTING IN A
307-SMALLER SHARE
308-.
309-SECTION 7. In Colorado Revised Statutes, 15-11-114, amend (2)
310-as follows:
311-15-11-114. Parent barred from inheriting in certain
312-circumstances. (2) For the purpose of intestate succession from or through
313-the deceased child, a parent who is barred from inheriting under this section
314-is treated as if the parent
315- DEEMED TO HAVE predeceased the child.
316-SECTION 8. In Colorado Revised Statutes, 15-11-201, amend (7)
317-and (10)(c) as follows:
318-15-11-201. Definitions. (7) "Presently exercisable general power
319-of appointment" means a power of appointment under which, at the time in
320-PAGE 7-SENATE BILL 22-092 question, the decedent HELD A POWER TO CREATE A PRESENT OR FUTURE
321-INTEREST IN THE DECEDENT
322-, THE DECEDENT'S CREDITORS, THE DECEDENT'S
323-ESTATE
324-, OR CREDITORS OF THE DECEDENT'S ESTATE, whether or not he or she
325-THE DECEDENT then had the capacity to exercise the power. held a power to
326-create a present or future interest in himself or herself, his or her creditors,
327-his or her estate, or the creditors of his or her estate, and THE TERM includes
328-a power to revoke or invade the principal of a trust or other property
329-arrangement.
330-(10) "Transfer", as it relates to a transfer by or on behalf of the
331-decedent, includes:
332-(c) An exercise, release, or lapse of a presently exercisable general
333-power of appointment that the decedent created in himself or herself and
334-RESERVED OR of a power described in section 15-11-205 (2)(b) that the
335-decedent conferred on a nonadverse party.
336-SECTION 9. In Colorado Revised Statutes, 15-11-302, amend (1),
337-(2) introductory portion, (2)(b), (3), and (4) as follows:
338-15-11-302. Omitted children. (1) Except as provided in subsection
339-(2) of this section, if a testator fails to provide in his or her will for any of
340-his or her children born or adopted BECOMES A PARENT TO A CHILD after the
341-execution of the
342-TESTATOR'S will AND FAILS TO PROVIDE IN THE WILL FOR
343-THE CHILD
344-, the omitted after-born or after-adopted
345- child receives a share in
346-the estate as follows:
347-(a) If the testator had no child living when he or she THE TESTATOR
348-executed the will, an THE omitted after-born or after-adopted child receives
349-a share in the estate equal in value to that which the child would have
350-received had the testator died intestate, unless the will devised all or
351-substantially all
301+N HEIR INHERITS WITHOUT REGARD TO8
302+HOW MANY COMMON ANCESTORS IN THE SAME GENERATION THE HEIR9
303+SHARES WITH THE DECEDENT.10
304+SECTION 5. In Colorado Revised Statutes, 15-11-109, amend11
305+(1) as follows:12
306+15-11-109. Advancements. (1) If an individual dies intestate as13
307+to all or a portion of his or her
308+ THE estate, property the decedent gave14
309+during the decedent's lifetime to an individual who, at the decedent's15
310+death, is an heir is treated as an advancement against the heir's intestate16
311+share only if (i) the decedent declared in a contemporaneous writing or17
312+the heir acknowledged in writing that the gift is an advancement, or (ii)18
313+the decedent's contemporaneous writing or the heir's written19
314+acknowledgment otherwise indicates that the gift is to be taken into20
315+account in computing the division and distribution of the decedent's21
316+intestate estate.22
317+SECTION 6. In Colorado Revised Statutes, amend 15-11-113 as23
318+follows:24
319+15-11-113. Individual related to decedent through more than25
320+one line of relationship. An individual who is related to the decedent26
321+through two blood lines MORE THAN ONE LINE of relationship is entitled27
322+092
323+-9- to only a single share based upon the relationship which would entitle the1
324+individual to the larger LARGEST share. THE INDIVIDUAL AND THE2
325+INDIVIDUAL'S DESCENDANTS ARE DEEMED TO HAVE PREDECEASED THE3
326+DECEDENT WITH RESPECT TO A LINE OF RELATIONSHIP RESULTING IN A4
327+SMALLER SHARE.5
328+SECTION 7. In Colorado Revised Statutes, 15-11-114, amend6
329+(2) as follows:7
330+15-11-114. Parent barred from inheriting in certain8
331+circumstances. (2) For the purpose of intestate succession from or9
332+through the deceased child, a parent who is barred from inheriting under10
333+this section is treated as if the parent DEEMED TO HAVE predeceased the11
334+child.12
335+SECTION 8. In Colorado Revised Statutes, 15-11-201, amend13
336+(7) and (10)(c) as follows:14
337+15-11-201. Definitions. (7) "Presently exercisable general power15
338+of appointment" means a power of appointment under which, at the time16
339+in question, the decedent
340+HELD A POWER TO CREATE A PRESENT OR FUTURE17
341+INTEREST IN THE DECEDENT, THE DECEDENT'S CREDITORS, THE DECEDENT'S18
342+ESTATE, OR CREDITORS OF THE DECEDENT'S ESTATE, whether or not he or
343+19
344+she THE DECEDENT then had the capacity to exercise the power. held a20
345+power to create a present or future interest in himself or herself, his or her21
346+creditors, his or her estate, or the creditors of his or her estate, and THE22
347+TERM includes a power to revoke or invade the principal of a trust or other23
348+property arrangement.24
349+(10) "Transfer", as it relates to a transfer by or on behalf of the25
350+decedent, includes:26
351+(c) An exercise, release, or lapse of a presently exercisable general27
352+092
353+-10- power of appointment that the decedent created in himself or herself and1
354+RESERVED OR of a power described in section 15-11-205 (2)(b) that the2
355+decedent conferred on a nonadverse party.3
356+SECTION 9. In Colorado Revised Statutes, 15-11-302, amend4
357+(1), (2) introductory portion, (2)(b), (3), and (4) as follows:5
358+15-11-302. Omitted children. (1) Except as provided in6
359+subsection (2) of this section, if a testator fails to provide in his or her will7
360+for any of his or her children born or adopted BECOMES A PARENT TO A8
361+CHILD after the execution of the TESTATOR'S will AND FAILS TO PROVIDE9
362+IN THE WILL FOR THE CHILD, the omitted after-born or after-adopted child10
363+receives a share in the estate as follows:11
364+(a) If the testator had no child living when he or she THE12
365+TESTATOR executed the will, an THE omitted after-born or after-adopted13
366+child receives a share in the estate equal in value to that which the child14
367+would have received had the testator died intestate, unless the will15
368+devised all or substantially all
352369 OF the estate to the other
353- ANOTHER parent of the omitted
354-child and that other parent survives the testator and is entitled to take under
355-the will.
356-(b) If the testator has one or more children living when he or she
357-THE TESTATOR executed the will, and the will devised property or an interest
358-in property to one or more of the then living children, an THE omitted
359-after-born or after-adopted child is entitled to share in the testator's estate
360-as follows:
361-PAGE 8-SENATE BILL 22-092 (I) The portion of the testator's estate in which the omitted after-born
362-or after-adopted child is entitled to share is limited to devises made to the
363-testator's then living children under the will.
364-(II) The omitted after-born or after-adopted child is entitled to
365-receive the share of the testator's estate, as limited in subparagraph (I) of
366-this paragraph (b) SUBSECTION (1)(b)(I) OF THIS SECTION, that the child
367-would have received had the testator included all omitted after-born and
368-after-adopted children with the children to whom devises were made under
369-the will and had given an equal share of the estate to each child.
370-(III) To the extent feasible, the interest granted an THE omitted
371-after-born or after-adopted child under this section shall MUST be of the
372-same character, whether equitable or legal, present or future, as that devised
373-to the testator's then living children under the will.
374-(IV) In satisfying
375- THE SATISFACTION OF a share provided by this
376-paragraph (b) SUBSECTION (1)(b), devises to the testator's children who were
377-living when the will was executed abate ratably. In abating the devises of
378-the then living children, the court shall preserve to the maximum extent
379-possible the character of the testamentary plan adopted by the testator.
380-(2) Neither paragraph (a) nor (b) of subsection (1) of this section
381-SUBSECTION (1)(a) OF THIS SECTION NOR SUBSECTION (1)(b) OF THIS
382-SECTION
383- applies if:
384-(b) The testator provided for the omitted after-born or after-adoptedchild by transfer outside the will and the intent that the transfer be in lieu of
385-a testamentary provision is shown by the testator's statements or is
386-reasonably inferred from the amount of the transfer or other evidence.
387-(3) If at the time of execution of the will the testator fails to provide
388-in his or her
389- THE will for a living child solely because he or she THE
390-TESTATOR
391- believes the child to be dead, the child is entitled to share in the
392-estate as if the child were an omitted after-born or after-adopted
393- child.
394-(4) In satisfying THE SATISFACTION OF a share provided by
395-paragraph (a) of subsection (1) SUBSECTION (1)(a) of this section, devises
396-made by the will abate under section 15-12-902.
397-PAGE 9-SENATE BILL 22-092 SECTION 10. In Colorado Revised Statutes, 15-11-802, amend (1)
398-as follows:
399-15-11-802. Effect of divorce, annulment, and decree of
400-separation. (1) An individual who is divorced from the decedent or whose
401-marriage to the decedent has been annulled is not a surviving spouse unless,
402-by virtue of a subsequent marriage, he or she
403- THE INDIVIDUAL is married to
404-the decedent at the time of death. A decree of separation that does not
405-terminate the status of husband and wife
406- MARRIAGE is not a divorce for
407-purposes of this section.
408-SECTION 11. In Colorado Revised Statutes, 15-11-803, amend
409-(1)(e), (2), and (6) as follows:
410-15-11-803. Effect of homicide on intestate succession, wills,
411-trusts, joint assets, life insurance, and beneficiary designations.
412-(1) Definitions. As used in this section, unless the context otherwise
413-requires:
414-(e) "Revocable", with respect to a disposition, appointment,
415-provision, or nomination, means one under which the decedent, at the time
416-of or immediately before death, was alone empowered, by law or under the
417-governing instrument, to cancel the designation in favor of the killer,
418-whether or not the decedent was then empowered to designate himself or
419-herself THE DECEDENT in place of his or her THE killer and WHETHER or NOT
420-the decedent then had capacity to exercise the power.
421-(2) Forfeiture of statutory benefits. An individual who feloniously
422-kills the decedent forfeits all benefits with respect to the decedent's estate,
423-including an intestate share, an elective-share, an omitted spouse's or child's
424-share, the decedent's homestead exemption under section 38-41-204,
425-C.R.S.,
426- exempt property, and a family allowance. If the decedent died
427-intestate, the decedent's intestate estate passes as if the killer disclaimed his
428-or her THE intestate share.
429-(6) Wrongful acquisition of property. A wrongful acquisition of
430-property or interest by a killer not covered by this section shall MUST be
431-treated in accordance with the principle that a killer cannot profit from his
432-or her wrong THE KILLER'S WRONGDOING.
433-PAGE 10-SENATE BILL 22-092 SECTION 12. In Colorado Revised Statutes, 15-11-804, amend
434-(1)(b), (1)(d), (1)(f), and (2)(a) as follows:
435-15-11-804. Revocation of probate and nonprobate transfers by
436-divorce - no revocation by other changes of circumstances.
437-(1) Definitions. As used in this section, unless the context otherwise
438-requires:
439-(b) "Divorce or annulment" means any divorce or annulment, or any
440-dissolution or declaration of invalidity of a marriage, that would exclude the
441-spouse as a surviving spouse within the meaning of section 15-11-802. A
442-decree of separation that does not terminate the status of husband and wife
443-MARRIAGE is not a divorce for purposes of this section.
444-(d) "Governing instrument" refers to a governing instrument
445-executed by the divorced individual before the divorce or annulment of his
446-or her THE marriage to his or her THE DIVORCED INDIVIDUAL'S former
447-spouse.
448-(f) "Revocable", with respect to a disposition, appointment,
449-provision, or nomination, means one under which the divorced individual,
450-at the time of the divorce or annulment, was alone empowered, by law or
451-under the governing instrument, to cancel the designation in favor of his or
452-her THE DIVORCED INDIVIDUAL'S former spouse or former spouse's relative,
453-whether or not the divorced individual was then empowered to designate
454-himself or herself
455- THE DIVORCED INDIVIDUAL in place of his or her THE
456-DIVORCED INDIVIDUAL
457-'S former spouse or in place of his or her
458- THE
459-DIVORCED INDIVIDUAL
460-'S former spouse's relative and whether or not the
461-divorced individual then had the capacity to exercise the power.
462-(2) Revocation upon divorce. Except as provided by the express
463-terms of a governing instrument, a court order, or a contract relating to the
464-division of the marital estate made between the divorced individuals before
465-or after the marriage, divorce, or annulment, the divorce or annulment of a
466-marriage:
467-(a) Revokes any revocable (i) disposition or appointment of property
468-made by a divorced individual to his or her
469- THE DIVORCED INDIVIDUAL'S
470-former spouse in a governing instrument and any disposition or appointment
471-created by law or in a governing instrument to a relative of the divorced
472-PAGE 11-SENATE BILL 22-092 individual's former spouse, (ii) provision in a governing instrument
473-conferring a general or nongeneral power of appointment on the divorced
474-individual's former spouse or on a relative of the divorced individual's
475-former spouse, and (iii) nomination in a governing instrument nominating
476-a divorced individual's former spouse or a relative of the divorced
477-individual's former spouse to serve in any fiduciary or representative
478-capacity, including a personal representative, executor, trustee, conservator,
479-agent, or guardian; and
480-SECTION 13. In Colorado Revised Statutes, 15-12-703, amend
481-(1), (2), and (4) as follows:
482-15-12-703. General duties - relation and liability to persons
483-interested in estate - duty to search for a designated beneficiary
484-agreement - standing to sue. (1) A personal representative is a fiduciary
485-who shall observe the standards of care applicable to trustees as described
486-by part 8 of article 5 of this title 15. A personal representative has
487- IS UNDER
488-a duty to settle and distribute the estate of the decedent in accordance with the terms of any probated and effective will and this code, and as expeditiously and efficiently as is consistent with the best interests of the estate. A
489- THE personal representative shall use the authority conferred upon
490-him or her by this code, the terms of the will, if any, and any order in
491-proceedings to which he or she THE PERSONAL REPRESENTATIVE is party for
492-the best interests of successors to the estate.
493-(2) A personal representative shall not be surcharged for acts of
494-administration or distribution if the conduct in question was authorized at
495-the time. Subject to other obligations of administration, an informally
496-probated will is authority to administer and distribute the estate according
497-to its terms. An order of appointment of a personal representative, whether
498-issued in informal or formal proceedings, is authority to distribute
499-apparently intestate assets to the heirs of the decedent if, at the time of
500-distribution, the personal representative is not aware of a pending testacy
501-proceeding, a proceeding to vacate an order entered in an earlier testacy
502-proceeding, a formal proceeding questioning his
503- THE PERSONAL
504-REPRESENTATIVE
505-'S appointment or fitness to continue, or a supervised
506-administration proceeding. Nothing in this section affects
507- THIS SECTION
508-DOES NOT AFFECT
509- the duty of the personal representative to administer and
510-distribute the estate in accordance with the rights of claimants
511-WHOSE
512-CLAIMS HAVE BEEN ALLOWED
513-, the surviving spouse, any minor and
514-PAGE 12-SENATE BILL 22-092 dependent children, and any pretermitted OMITTED child of the decedent AS
515-DESCRIBED ELSEWHERE IN THIS CODE
516-.
517-(4) Except as to proceedings which do not survive the death of the
518-decedent, a personal representative of a decedent domiciled in this state at
519-his
520- death has the same standing to sue and be sued in the courts of this state
521-and the courts of any other jurisdiction as his THE decedent had immediately
522-prior to death.
523-SECTION 14. Act subject to petition - effective date. This act
524-takes effect at 12:01 a.m. on the day following the expiration of the
525-ninety-day period after final adjournment of the general assembly; except
526-that, if a referendum petition is filed pursuant to section 1 (3) of article V
527-of the state constitution against this act or an item, section, or part of this act
528-within such period, then the act, item, section, or part will not take effect
529-unless approved by the people at the general election to be held in
530-PAGE 13-SENATE BILL 22-092 November 2022 and, in such case, will take effect on the date of the official
531-declaration of the vote thereon by the governor.
532-____________________________ ____________________________
533-Steve Fenberg Alec Garnett
534-PRESIDENT OF SPEAKER OF THE HOUSE
535-THE SENATE OF REPRESENTATIVES
536-____________________________ ____________________________
537-Cindi L. Markwell Robin Jones
538-SECRETARY OF CHIEF CLERK OF THE HOUSE
539-THE SENATE OF REPRESENTATIVES
540- APPROVED________________________________________
541- (Date and Time)
542- _________________________________________
543- Jared S. Polis
544- GOVERNOR OF THE STATE OF COLORADO
545-PAGE 14-SENATE BILL 22-092
370+ ANOTHER parent16
371+of the omitted child and that other parent survives the testator and is17
372+entitled to take under the will.18
373+(b) If the testator has one or more children living when he or she19
374+THE TESTATOR executed the will, and the will devised property or an20
375+interest in property to one or more of the then living children, an THE21
376+omitted after-born or after-adopted child is entitled to share in the22
377+testator's estate as follows:23
378+(I) The portion of the testator's estate in which the omitted24
379+after-born or after-adopted child is entitled to share is limited to devises25
380+made to the testator's then living children under the will.26
381+(II) The omitted after-born or after-adopted child is entitled to27
382+092
383+-11- receive the share of the testator's estate, as limited in subparagraph (I) of1
384+this paragraph (b) SUBSECTION (1)(b)(I) OF THIS SECTION, that the child2
385+would have received had the testator included all omitted after-born and3
386+after-adopted children with the children to whom devises were made4
387+under the will and had given an equal share of the estate to each child.5
388+(III) To the extent feasible, the interest granted an THE omitted6
389+after-born or after-adopted child under this section shall MUST be of the7
390+same character, whether equitable or legal, present or future, as that8
391+devised to the testator's then living children under the will.9
392+(IV) In satisfying THE SATISFACTION OF a share provided by this10
393+paragraph (b) SUBSECTION (1)(b), devises to the testator's children who11
394+were living when the will was executed abate ratably. In abating the12
395+devises of the then living children, the court shall preserve to the13
396+maximum extent possible the character of the testamentary plan adopted14
397+by the testator.15
398+(2) Neither paragraph (a) nor (b) of subsection (1) of this section16
399+SUBSECTION (1)(a) OF THIS SECTION NOR SUBSECTION (1)(b) OF THIS17
400+SECTION applies if:18
401+(b) The testator provided for the omitted after-born or19
402+after-adopted child by transfer outside the will and the intent that the20
403+transfer be in lieu of a testamentary provision is shown by the testator's21
404+statements or is reasonably inferred from the amount of the transfer or22
405+other evidence.23
406+(3) If at the time of execution of the will the testator fails to24
407+provide in his or her THE will for a living child solely because he or she25
408+THE TESTATOR believes the child to be dead, the child is entitled to share26
409+in the estate as if the child were an omitted after-born or after-adopted27
410+092
411+-12- child.1
412+(4) In satisfying THE SATISFACTION OF a share provided by2
413+paragraph (a) of subsection (1) SUBSECTION (1)(a) of this section, devises3
414+made by the will abate under section 15-12-902.4
415+SECTION 10. In Colorado Revised Statutes, 15-11-802, amend5
416+(1) as follows:6
417+15-11-802. Effect of divorce, annulment, and decree of7
418+separation. (1) An individual who is divorced from the decedent or8
419+whose marriage to the decedent has been annulled is not a surviving9
420+spouse unless, by virtue of a subsequent marriage, he or she THE10
421+INDIVIDUAL is married to the decedent at the time of death. A decree of11
422+separation that does not terminate the status of husband and wife12
423+MARRIAGE is not a divorce for purposes of this section.13
424+SECTION 11. In Colorado Revised Statutes, 15-11-803, amend14
425+(1)(e), (2), and (6) as follows:15
426+15-11-803. Effect of homicide on intestate succession, wills,16
427+trusts, joint assets, life insurance, and beneficiary designations.17
428+(1) Definitions. As used in this section, unless the context otherwise18
429+requires:19
430+(e) "Revocable", with respect to a disposition, appointment,20
431+provision, or nomination, means one under which the decedent, at the21
432+time of or immediately before death, was alone empowered, by law or22
433+under the governing instrument, to cancel the designation in favor of the23
434+killer, whether or not the decedent was then empowered to designate24
435+himself or herself THE DECEDENT in place of his or her THE killer and25
436+WHETHER or NOT the decedent then had capacity to exercise the power.26
437+(2) Forfeiture of statutory benefits. An individual who27
438+092
439+-13- feloniously kills the decedent forfeits all benefits with respect to the1
440+decedent's estate, including an intestate share, an elective-share, an2
441+omitted spouse's or child's share, the decedent's homestead exemption3
442+under section 38-41-204, C.R.S., exempt property, and a family4
443+allowance. If the decedent died intestate, the decedent's intestate estate5
444+passes as if the killer disclaimed his or her THE intestate share.6
445+(6) Wrongful acquisition of property. A wrongful acquisition7
446+of property or interest by a killer not covered by this section shall MUST8
447+be treated in accordance with the principle that a killer cannot profit from9
448+his or her wrong THE KILLER'S WRONGDOING.10
449+SECTION 12. In Colorado Revised Statutes, 15-11-804, amend11
450+(1)(b), (1)(d), (1)(f), and (2)(a) as follows:12
451+15-11-804. Revocation of probate and nonprobate transfers by13
452+divorce - no revocation by other changes of circumstances.14
453+(1) Definitions. As used in this section, unless the context otherwise15
454+requires:16
455+(b) "Divorce or annulment" means any divorce or annulment, or17
456+any dissolution or declaration of invalidity of a marriage, that would18
457+exclude the spouse as a surviving spouse within the meaning of section19
458+15-11-802. A decree of separation that does not terminate the status of20
459+husband and wife MARRIAGE is not a divorce for purposes of this section.21
460+(d) "Governing instrument" refers to a governing instrument22
461+executed by the divorced individual before the divorce or annulment of23
462+his or her THE marriage to his or her THE DIVORCED INDIVIDUAL'S former24
463+spouse.25
464+(f) "Revocable", with respect to a disposition, appointment,26
465+provision, or nomination, means one under which the divorced individual,27
466+092
467+-14- at the time of the divorce or annulment, was alone empowered, by law or1
468+under the governing instrument, to cancel the designation in favor of his2
469+or her THE DIVORCED INDIVIDUAL'S former spouse or former spouse's3
470+relative, whether or not the divorced individual was then empowered to4
471+designate himself or herself THE DIVORCED INDIVIDUAL in place of his or5
472+her THE DIVORCED INDIVIDUAL'S former spouse or in place of his or her6
473+THE DIVORCED INDIVIDUAL'S former spouse's relative and whether or not7
474+the divorced individual then had the capacity to exercise the power.8
475+(2) Revocation upon divorce. Except as provided by the express9
476+terms of a governing instrument, a court order, or a contract relating to10
477+the division of the marital estate made between the divorced individuals11
478+before or after the marriage, divorce, or annulment, the divorce or12
479+annulment of a marriage:13
480+(a) Revokes any revocable (i) disposition or appointment of14
481+property made by a divorced individual to his or her THE DIVORCED15
482+INDIVIDUAL'S former spouse in a governing instrument and any16
483+disposition or appointment created by law or in a governing instrument17
484+to a relative of the divorced individual's former spouse, (ii) provision in18
485+a governing instrument conferring a general or nongeneral power of19
486+appointment on the divorced individual's former spouse or on a relative20
487+of the divorced individual's former spouse, and (iii) nomination in a21
488+governing instrument nominating a divorced individual's former spouse22
489+or a relative of the divorced individual's former spouse to serve in any23
490+fiduciary or representative capacity, including a personal representative,24
491+executor, trustee, conservator, agent, or guardian; and25
492+SECTION 13. In Colorado Revised Statutes, 15-12-703, amend26
493+(1), (2), and (4) as follows:27
494+092
495+-15- 15-12-703. General duties - relation and liability to persons1
496+interested in estate - duty to search for a designated beneficiary2
497+agreement - standing to sue. (1) A personal representative is a fiduciary3
498+who shall observe the standards of care applicable to trustees as described4
499+by part 8 of article 5 of this title 15. A personal representative has IS5
500+UNDER a duty to settle and distribute the estate of the decedent in6
501+accordance with the terms of any probated and effective will and this7
502+code, and as expeditiously and efficiently as is consistent with the best8
503+interests of the estate. A THE personal representative shall use the9
504+authority conferred upon him or her by this code, the terms of the will, if10
505+any, and any order in proceedings to which he or she THE PERSONAL11
506+REPRESENTATIVE is party for the best interests of successors to the estate.12
507+(2) A personal representative shall not be surcharged for acts of13
508+administration or distribution if the conduct in question was authorized14
509+at the time. Subject to other obligations of administration, an informally15
510+probated will is authority to administer and distribute the estate according16
511+to its terms. An order of appointment of a personal representative,17
512+whether issued in informal or formal proceedings, is authority to18
513+distribute apparently intestate assets to the heirs of the decedent if, at the19
514+time of distribution, the personal representative is not aware of a pending20
515+testacy proceeding, a proceeding to vacate an order entered in an earlier21
516+testacy proceeding, a formal proceeding questioning his THE PERSONAL22
517+REPRESENTATIVE'S appointment or fitness to continue, or a supervised23
518+administration proceeding. Nothing in this section affects THIS SECTION24
519+DOES NOT AFFECT the duty of the personal representative to administer25
520+and distribute the estate in accordance with the rights of claimants
521+WHOSE26
522+CLAIMS HAVE BEEN ALLOWED , the surviving spouse, any minor and27
523+092
524+-16- dependent children, and any pretermitted OMITTED child of the decedent1
525+AS DESCRIBED ELSEWHERE IN THIS CODE .2
526+(4) Except as to proceedings which do not survive the death of the3
527+decedent, a personal representative of a decedent domiciled in this state4
528+at his death has the same standing to sue and be sued in the courts of this5
529+state and the courts of any other jurisdiction as his THE decedent had6
530+immediately prior to death.7
531+SECTION 14. Act subject to petition - effective date. This act8
532+takes effect at 12:01 a.m. on the day following the expiration of the9
533+ninety-day period after final adjournment of the general assembly; except10
534+that, if a referendum petition is filed pursuant to section 1 (3) of article V11
535+of the state constitution against this act or an item, section, or part of this12
536+act within such period, then the act, item, section, or part will not take13
537+effect unless approved by the people at the general election to be held in14
538+November 2022 and, in such case, will take effect on the date of the15
539+official declaration of the vote thereon by the governor.16
540+092
541+-17-