18 | | - | Disposition at Death Code, to provide default rules that ensure the equitable distribution |
---|
19 | | - | of community property when the first spouse dies, to assist courts in determining the |
---|
20 | | - | character of property when there is a dispute between potential heirs, to clarify the |
---|
21 | | - | process for partitioning and reclassifying community property for couples who mutually |
---|
22 | | - | agree to separate their interests, to provide a remedy to address bad-faith transfers |
---|
23 | | - | intended to impair the property rights of one spouse, and for other purposes. |
---|
24 | | - | |
---|
25 | | - | BE IT ENACTED BY THE COUNCIL OF THE DISTRICT OF COLUMBIA, That this |
---|
26 | | - | act may be cited as the “Uniform Community Property Disposition at Death Act of 2024”. |
---|
27 | | - | |
---|
28 | | - | Sec. 2. Title 19 of the District of Columbia Official Code is amended as follows: |
---|
29 | | - | (a) The table of contents is amended by inserting the phrase at the end: |
---|
30 | | - | “23. Uniform Community Property Disposition at Death Code . . . . . . . . . . . . . . . . . . . 19-2301”. |
---|
31 | | - | (b) A new Chapter 23 is added to read as follows: |
---|
32 | | - | “CHAPTER 23 |
---|
33 | | - | “UNIFORM COMMUNITY PROPERTY DISPOSITION AT DEATH CODE. |
---|
34 | | - | “Sec. |
---|
35 | | - | “19-2301. Short title. |
---|
36 | | - | “19-2302. Definitions. |
---|
37 | | - | “19-2303. Included and excluded property. |
---|
38 | | - | “19-2304. Form of partition, reclassification, or waiver. |
---|
39 | | - | “19-2305. Community property presumption. |
---|
40 | | - | “19-2306. Disposition of property at death. |
---|
41 | | - | “19-2307. Other remedies available at death. |
---|
42 | | - | “19-2308. Right of surviving community-property spouse. |
---|
43 | | - | “19-2309. Right of heir, devisee, or nonprobate transferee. |
---|
44 | | - | “19-2310. Protection of third person. |
---|
45 | | - | “19-2311. Principles of law and equity. |
---|
46 | | - | “19-2312. Uniformity of application and construction. |
---|
47 | | - | “19-2313. Saving provision. ENROLLED ORIGINAL |
---|
| 18 | + | 1 |
---|
| 19 | + | Disposition at Death Code , to provide default rules that ensure the equitable distribution of 2 |
---|
| 20 | + | community property when the first spouse dies, to assist courts in determining the character 3 |
---|
| 21 | + | of property when there is a dispute between potential heirs, to clarify the process for 4 |
---|
| 22 | + | partitioning and reclassifying community property for couples who mutually agree to 5 |
---|
| 23 | + | separate their interests, to provide a remedy to address bad- faith transfers intended to 6 |
---|
| 24 | + | impair the property rights of one spouse, and for other purposes. 7 |
---|
| 25 | + | 8 |
---|
| 26 | + | BE IT ENACTED BY THE COUNCIL OF THE DISTRICT OF COLUMBIA, That this 9 |
---|
| 27 | + | act may be cited as the “Uniform Community Property Disposition at Death Act of 2024”. 10 |
---|
| 28 | + | Sec. 2. Title 19 of the District of Columbia Official Code is amended as follows: 11 |
---|
| 29 | + | (a) The table of contents is amended by adding at the end the phrase “23. Uniform 12 |
---|
| 30 | + | Community Property Disposition at Death Code.”. 13 |
---|
| 31 | + | (b) A new chapter 23 is added to read as follows: 14 |
---|
| 32 | + | “CHAPTER 23 15 |
---|
| 33 | + | “UNIFORM COMMUNITY PROPERTY DISPOSITION AT DEATH CODE. 16 |
---|
| 34 | + | “Section 17 |
---|
| 35 | + | “§ 19-2301. Short title. 18 |
---|
| 36 | + | “§ 19-2302. Definitions. 19 |
---|
| 37 | + | “§ 19-2303. Included and excluded property. 20 ENGROSSED ORIGINAL |
---|
54 | | - | “19-2314. Transitional provision. |
---|
55 | | - | “§ 19-2301. Short title. |
---|
56 | | - | “This chapter may be cited as the “ Uniform Community Property Disposition at Death |
---|
57 | | - | Code”. |
---|
58 | | - | “§ 19-2302. Definitions. |
---|
59 | | - | “(a) For the purposes of this chapter, the term: |
---|
60 | | - | “(1) “Community- property spouse” means an individual in a marriage or other |
---|
61 | | - | relationship: |
---|
62 | | - | “(A) Under which community property could be acquired during the |
---|
63 | | - | existence of the relationship; and |
---|
64 | | - | “(B) That remains in existence at the time of death of either party to the |
---|
65 | | - | relationship. |
---|
66 | | - | |
---|
67 | | - | “(2) “Electronic” means relating to technology having electrical, digital, |
---|
68 | | - | magnetic, wireless, optical, electromagnetic, or similar capabilities. |
---|
69 | | - | “(3) “Jurisdiction” means the United States, a state, a foreign country, or a |
---|
70 | | - | political subdivision of a foreign country. |
---|
71 | | - | “(4) “Partition” means voluntarily dividing property to which this chapter |
---|
72 | | - | otherwise would apply. |
---|
73 | | - | “(5) “Person” means an individual, estate, business or nonprofit entity, public |
---|
74 | | - | corporation, government or governmental subdivision, agency, or instrumentality, or other legal |
---|
75 | | - | entity. |
---|
76 | | - | “(6) “Personal representative” includes an executor, administrator, successor |
---|
77 | | - | personal representative, special administrator, and other person that performs substantially the |
---|
78 | | - | same function. |
---|
79 | | - | “( 7) “Property” means anything that may be the subject of ownership, whether |
---|
80 | | - | real or personal, tangible or intangible, legal or equitable, or any interest therein. |
---|
81 | | - | “(8) “Reclassify” means to change the characterization or treatment of community |
---|
82 | | - | property to property owned separately by community- property spouses. |
---|
83 | | - | “(9) “Record” means information: |
---|
84 | | - | “(A) Inscribed on a tangible medium; or |
---|
85 | | - | “(B) Stored in an electronic or other medium and retrievable in |
---|
86 | | - | perceivable form. |
---|
87 | | - | “(10) “Sign” means, with present intent to authenticate or adopt a record: |
---|
88 | | - | “(A) To execute or adopt a tangible symbol; or |
---|
89 | | - | “(B) To attach to or logically associate with the record an electronic |
---|
90 | | - | symbol, sound, or process. |
---|
91 | | - | “(11) “State” means a state of the United States, the District of Columbia, Puerto |
---|
92 | | - | Rico, the United States Virgin Islands, or any other territory or possession subject to the |
---|
93 | | - | jurisdiction of the United States. The term “state” includes a federally recognized Indian tribe. ENROLLED ORIGINAL |
---|
| 44 | + | “§ 19-2304. Form of partition, reclassification, or waiver. 21 |
---|
| 45 | + | “§ 19-2305. Community property presumption. 22 |
---|
| 46 | + | “§ 19-2306. Disposition of property at death. 23 |
---|
| 47 | + | “§ 19-2307. Other remedies available at death. 24 |
---|
| 48 | + | “§ 19-2308. Right of surviving community- property spouse. 25 |
---|
| 49 | + | “§ 19-2309. Right of heir, devisee, or nonprobate transferee. 26 |
---|
| 50 | + | “§ 19-2310. Protection of third person. 27 |
---|
| 51 | + | “§ 19-2311. Principles of law and equity. 28 |
---|
| 52 | + | “§ 19-2312. Uniformity of application and construction. 29 |
---|
| 53 | + | “§ 19-2313. Saving provision. 30 |
---|
| 54 | + | “§ 19-2314. Transitional provision. 31 |
---|
| 55 | + | “§ 19-2301. Short title. 32 |
---|
| 56 | + | “This chapter may be cited as the “ Uniform Community Property Disposition at Death 33 |
---|
| 57 | + | Code”. 34 |
---|
| 58 | + | “§ 19-2302. Definitions. 35 |
---|
| 59 | + | “(a) For the purposes of this chapter, the term: 36 |
---|
| 60 | + | “(1) “Community- property spouse” means an individual in a marriage or other 37 |
---|
| 61 | + | relationship: 38 |
---|
| 62 | + | “(A) Under which community property could be acquired during the 39 |
---|
| 63 | + | existence of the relationship; and 40 ENGROSSED ORIGINAL |
---|
100 | | - | “§ 19-2303. Included and excluded property. |
---|
101 | | - | “(a) Subject to subsection (b) of this section, this chapter applies to the following |
---|
102 | | - | property of a community- property spouse, without regard to how the property is titled or held: |
---|
103 | | - | “(1) If a decedent was domiciled in the District at the time of death: |
---|
104 | | - | “(A) All or a proportionate part of each item of personal property, |
---|
105 | | - | wherever located, that was community property under the law of the jurisdiction where the |
---|
106 | | - | decedent or the surviving community- property spouse was domiciled when the property: |
---|
107 | | - | “(i) Was acquired; or |
---|
108 | | - | “(ii) After acquisition, became community property; |
---|
109 | | - | “(B) Income, rent, profit, appreciation, or other increase derived from or |
---|
110 | | - | traceable to property described in subparagraph (A) of this paragraph; and |
---|
111 | | - | “(C) Personal property traceable to property described in subparagraph |
---|
112 | | - | (A) or (B) of this paragraph ; and |
---|
113 | | - | “(2) Regardless of whether a decedent was domiciled in the District at the time of |
---|
114 | | - | death: |
---|
115 | | - | “(A) All or a proportionate part of each item of real property located in the |
---|
116 | | - | District traceable to community property or acquired with community property under the law of |
---|
117 | | - | the jurisdiction where the decedent or the surviving community- property spouse was domiciled |
---|
118 | | - | when the property: |
---|
119 | | - | “(i) Was acquired; or |
---|
120 | | - | “(ii) After acquisition, became community property; and |
---|
121 | | - | “(B) Income, rent, profit, appreciation, or other increase, derived from or |
---|
122 | | - | traceable to property described in subparagraph (A) of this paragraph. |
---|
123 | | - | “(b) If community-property spouses acquired community property by complying with the |
---|
124 | | - | law of a jurisdiction that allows for creation of community property by transfer of property to a |
---|
125 | | - | trust, this chapter applies to the property only to the extent the property is held in the trust or |
---|
126 | | - | characterized as community property by the terms of the trust or the law of the jurisdiction under |
---|
127 | | - | which the trust was created. |
---|
128 | | - | “(c) This chapter does not apply to property that: |
---|
129 | | - | “(1) Community- property spouses have partitioned or reclassified; or |
---|
130 | | - | “(2) Is the subject of a waiver of rights granted by this chapter. |
---|
131 | | - | “§ 19-2304. Form of partition, reclassification, or waiver. |
---|
132 | | - | “(a) Community-property spouses domiciled in the District may partition or reclassify |
---|
133 | | - | property to which this chapter otherwise would apply. The partition or reclassification must be in |
---|
134 | | - | a record signed by both community- property spouses. |
---|
135 | | - | “(b) A community- property spouse domiciled in the District may waive a right granted |
---|
136 | | - | by this chapter only by complying with the law of the District, including the District’s choice-of- |
---|
137 | | - | law rules, applicable to waiver of a spousal property right. |
---|
138 | | - | “§ 19-2305. Community property presumption. ENROLLED ORIGINAL |
---|
| 70 | + | “(B) That remains in existence at the time of death of either party to the 41 |
---|
| 71 | + | relationship. 42 |
---|
| 72 | + | “(2) “District” means the District of Columbia. 43 |
---|
| 73 | + | “(3) “Electronic” means relating to technology having electrical, digital, 44 |
---|
| 74 | + | magnetic, wireless, optical, electromagnetic, or similar capabilities. 45 |
---|
| 75 | + | “(4) “Jurisdiction” means the United States, a state, a foreign country, or a 46 |
---|
| 76 | + | political subdivision of a foreign country. 47 |
---|
| 77 | + | “(5) “Partition” means voluntarily dividing property to which this chapter 48 |
---|
| 78 | + | otherwise would apply. 49 |
---|
| 79 | + | “(6) “Person” means an individual, estate, business or nonprofit entity, public 50 |
---|
| 80 | + | corporation, government or governmental subdivision, agency, or instrumentality, or other legal 51 |
---|
| 81 | + | entity. 52 |
---|
| 82 | + | “(7) “Personal representative” includes an executor, administrator, successor 53 |
---|
| 83 | + | personal representative, special administrator, and other person that performs substantially the 54 |
---|
| 84 | + | same function. 55 |
---|
| 85 | + | “(8) “Property” means anything that may be the subject of ownership, whether 56 |
---|
| 86 | + | real or personal, tangible or intangible, legal or equitable, or any interest therein. 57 |
---|
| 87 | + | “(9) “Reclassify” means to change the characterization or treatment of community 58 |
---|
| 88 | + | property to property owned separately by community- property spouses. 59 |
---|
| 89 | + | “(10) “Record” means information: 60 ENGROSSED ORIGINAL |
---|
145 | | - | “All property acquired by a community- property spouse when domiciled in a jurisdiction |
---|
146 | | - | where community property then could be acquired by the community- property spouse by |
---|
147 | | - | operation of law is presumed to be community property. This presumption may be rebutted by a |
---|
148 | | - | preponderance of the evidence. |
---|
149 | | - | “§ 19-2306. Disposition of property at death. |
---|
150 | | - | “(a) One- half of the property to which this chapter applies belongs to the surviving |
---|
151 | | - | community-property spouse of a decedent and is not subject to disposition by the decedent at |
---|
152 | | - | death. |
---|
153 | | - | “(b) One-half of the property to which this chapter applies belongs to the decedent and is |
---|
154 | | - | subject to disposition by the decedent at death. |
---|
155 | | - | “(c) The property that belongs to the decedent under subsection (b) of this section is not |
---|
156 | | - | subject to the elective-share right of the surviving community- property spouse. |
---|
157 | | - | “(d) This section does not apply to property transferred by right of survivorship or under |
---|
158 | | - | a revocable trust or other nonprobate transfer. |
---|
159 | | - | “(e) This section does not limit the right of a surviving community- property spouse to a |
---|
160 | | - | homestead allowance under § 19-101.02. |
---|
161 | | - | “(f) If at death a decedent purports to transfer to a third person property that, under this |
---|
162 | | - | section, belongs to the surviving community- property spouse and transfers other property to the |
---|
163 | | - | surviving community- property spouse, this section does not limit the authority of the court under |
---|
164 | | - | other law of the District to require that the community-property spouse elect between retaining |
---|
165 | | - | the property transferred to the community- property spouse or asserting rights under this chapter. |
---|
166 | | - | “§ 19-2307. Other remedies available at death. |
---|
167 | | - | “(a) At the death of a community-property spouse, the surviving community- property |
---|
168 | | - | spouse or a personal representative, heir, or nonprobate transferee of the decedent may assert a |
---|
169 | | - | right based on an act of: |
---|
170 | | - | “(1) The surviving community- property spouse or decedent during the marriage |
---|
171 | | - | or other relationship under which community property then could be acquired; or |
---|
172 | | - | “(2) The decedent that takes effect at the death of the decedent. |
---|
173 | | - | “(b) In determining a right under subsection (a) of this section and corresponding remedy, |
---|
174 | | - | the court: |
---|
175 | | - | “(1) Shall apply equitable principles; and |
---|
176 | | - | “(2) May consider the community property law of the jurisdiction where the |
---|
177 | | - | decedent or surviving community- property spouse was domiciled when property was acquired or |
---|
178 | | - | enhanced. |
---|
179 | | - | “§ 19-2308. Right of surviving community- property spouse. |
---|
180 | | - | “(a) The surviving community- property spouse of the decedent may assert a claim for |
---|
181 | | - | relief with respect to a right under this chapter in accordance with the following rules: |
---|
182 | | - | “(1) In an action asserting a right in or to property, the surviving community- |
---|
183 | | - | property spouse must: ENROLLED ORIGINAL |
---|
| 96 | + | “(A) Inscribed on a tangible medium; or 61 |
---|
| 97 | + | “(B) Stored in an electronic or other medium and retrievable in 62 |
---|
| 98 | + | perceivable form. 63 |
---|
| 99 | + | “(11) “Sign” means, with present intent to authenticate or adopt a record: 64 |
---|
| 100 | + | “(A) To execute or adopt a tangible symbol; or 65 |
---|
| 101 | + | “(B) To attach to or logically associate with the record an electronic 66 |
---|
| 102 | + | symbol, sound, or process. 67 |
---|
| 103 | + | “(12) “State” means a state of the United States, the District of Columbia, Puerto 68 |
---|
| 104 | + | Rico, the United States Virgin Islands, or any other territory or possession subject to the 69 |
---|
| 105 | + | jurisdiction of the United States. The term “state” includes a federally recognized Indian tribe. 70 |
---|
| 106 | + | “§ 19-2303. Included and excluded property. 71 |
---|
| 107 | + | “(a) Subject to subsection (b) of this section, this chapter applies to the following 72 |
---|
| 108 | + | property of a community- property spouse, without regard to how the property is titled or held: 73 |
---|
| 109 | + | “(1) If a decedent was domiciled in the District at the time of death: 74 |
---|
| 110 | + | “(A) All or a proportionate part of each item of personal property, 75 |
---|
| 111 | + | wherever located, that was community property under the law of the jurisdiction where the 76 |
---|
| 112 | + | decedent or the surviving community- property spouse was domiciled when the property: 77 |
---|
| 113 | + | “(i) Was acquired; or 78 |
---|
| 114 | + | “(ii) After acquisition, became community property; 79 ENGROSSED ORIGINAL |
---|
190 | | - | “(A) Not later than 3 years after the death of the decedent, commence an |
---|
191 | | - | action against an heir, devisee, or nonprobate transferee of the decedent that is in possession of |
---|
192 | | - | the property; or |
---|
193 | | - | “(B) Not later than 6 months after appointment of the personal |
---|
194 | | - | representative of the decedent, send a demand in a record to the personal representative; and |
---|
195 | | - | “(2) In an action other than an action under paragraph (1) of this subsection, the |
---|
196 | | - | surviving community- property spouse must: |
---|
197 | | - | “(A) Not later than 6 months after appointment of the personal |
---|
198 | | - | representative of the decedent, send a demand in a record to the personal representative; or |
---|
199 | | - | “(B) If a personal representative is not appointed, commence the action |
---|
200 | | - | not later than 3 years after the death of the decedent. |
---|
201 | | - | “(b) Unless a timely demand is made under subsection (a)(1)(B) or (2)(A) of this section, |
---|
202 | | - | the personal representative may distribute the assets of the decedent’s estate without personal |
---|
203 | | - | liability for a community-property spouse’s claim under this chapter. |
---|
204 | | - | “§ 19-2309. Right of heir, devisee, or nonprobate transferee. |
---|
205 | | - | “An heir, devisee, or nonprobate transferee of a deceased community- property spouse |
---|
206 | | - | may assert a claim for relief with respect to a right under this chapter in accordance with the |
---|
207 | | - | following rules: |
---|
208 | | - | “(1) In an action asserting a right in or to property, the heir, devisee, or |
---|
209 | | - | nonprobate transferee must: |
---|
210 | | - | “(A) Not later than 3 years after the death of the decedent, commence an |
---|
211 | | - | action against the surviving community- property spouse of the decedent who is in possession of |
---|
212 | | - | the property; or |
---|
213 | | - | “(B) Not later than 6 months after appointment of the personal |
---|
214 | | - | representative of the decedent, send a demand in a record to the personal representative; and |
---|
215 | | - | “(2) In an action other than an action under paragraph (1) of this subsection, the |
---|
216 | | - | heir, devisee, or nonprobate transferee must: |
---|
217 | | - | “(A) Not later than 6 months after the appointment of the personal |
---|
218 | | - | representative of the decedent, send a demand in a record to the personal representative; or |
---|
219 | | - | “(B) If a personal representative is not appointed, commence the action |
---|
220 | | - | not later than 3 years after the death of the decedent. |
---|
221 | | - | “§ 19-2310. Protection of third person. |
---|
222 | | - | “(a) With respect to property to which this chapter applies, a person is not liable under |
---|
223 | | - | this chapter to the extent the person: |
---|
224 | | - | “(1) Transacts in good faith and for value: |
---|
225 | | - | “(A) With a community-property spouse; or |
---|
226 | | - | “(B) After the death of the decedent, with a surviving community- property |
---|
227 | | - | spouse, personal representative, heir, devisee, or nonprobate transferee of the decedent; and |
---|
228 | | - | “(2) Does not know or have reason to know that the other party to the transaction |
---|
229 | | - | is exceeding or improperly exercising the party’s authority. ENROLLED ORIGINAL |
---|
| 121 | + | “(B) Income, rent, profit, appreciation, or other increase derived from or 80 |
---|
| 122 | + | traceable to property described in subparagraph (A) of this paragraph; and 81 |
---|
| 123 | + | “(C) Personal property traceable to property described in subparagraph 82 |
---|
| 124 | + | (A) or (B) of this paragraph ; and 83 |
---|
| 125 | + | “(2) Regardless of whether a decedent was domiciled in the District at the time of 84 |
---|
| 126 | + | death: 85 |
---|
| 127 | + | “(A) All or a proportionate part of each item of real property located in the 86 |
---|
| 128 | + | District traceable to community property or acquired with community property under the law of 87 |
---|
| 129 | + | the jurisdiction where the decedent or the surviving community- property spouse was domiciled 88 |
---|
| 130 | + | when the property: 89 |
---|
| 131 | + | “(i) Was acquired; or 90 |
---|
| 132 | + | “(ii) After acquisition, became community property; and 91 |
---|
| 133 | + | “(B) Income, rent, profit, appreciation, or other increase, derived from or 92 |
---|
| 134 | + | traceable to property described in subparagraph (A) of this paragraph. 93 |
---|
| 135 | + | “(b) If community-property spouses acquired community property by complying with the 94 |
---|
| 136 | + | law of a jurisdiction that allows for creation of community property by transfer of property to a 95 |
---|
| 137 | + | trust, this chapter applies to the property only to the extent the property is held in the trust or 96 |
---|
| 138 | + | characterized as community property by the terms of the trust or the law of the jurisdiction under 97 |
---|
| 139 | + | which the trust was created. 98 |
---|
| 140 | + | “(c) This chapter does not apply to property that: 99 ENGROSSED ORIGINAL |
---|
236 | | - | “(b) Good faith under subsection (a)(1) of this section does not require the person to |
---|
237 | | - | inquire into the extent or propriety of the exercise of authority by the other party to the |
---|
238 | | - | transaction. |
---|
239 | | - | “§ 19-2311. Principles of law and equity. |
---|
240 | | - | “The principles of law and equity supplement this chapter except to the extent |
---|
241 | | - | inconsistent with this chapter. |
---|
242 | | - | “§ 19-2312. Uniformity of application and construction. |
---|
243 | | - | “In applying and construing this chapter , a court shall consider the promotion of |
---|
244 | | - | uniformity of the law among jurisdictions that enact it. |
---|
245 | | - | “§ 19-2313. Saving provision. |
---|
246 | | - | “If a right with respect to property to which this chapter applies is acquired, extinguished, |
---|
247 | | - | or barred on the expiration of a limitation period that began to run under another statute before |
---|
248 | | - | the effective date of this chapter, that statute continues to apply to the right even if the statute has |
---|
249 | | - | been repealed or superseded by this chapter. |
---|
250 | | - | “§ 19-2314. Transitional provision. |
---|
251 | | - | “Except as provided in § 19-2313, this chapter applies to a judicial proceeding with |
---|
252 | | - | respect to property to which this chapter applies commenced on or after effective date of this |
---|
253 | | - | chapter, regardless of the date of death of the decedent.”. |
---|
254 | | - | |
---|
255 | | - | Sec. 3. Fiscal impact statement. |
---|
256 | | - | The Council adopts the fiscal impact statement in the committee report as the fiscal |
---|
257 | | - | impact statement required by section 4a of the General Legislative Procedures Act of 1975, |
---|
258 | | - | approved October 16, 2006 (120 Stat. 2038; D.C. Official Code § 1- 301.47a) |
---|
259 | | - | |
---|
260 | | - | Sec. 4. Effective date. |
---|
261 | | - | This act shall take effect following approval by the Mayor (or in the event of veto by the |
---|
262 | | - | |
---|
263 | | - | |
---|
264 | | - | |
---|
265 | | - | |
---|
266 | | - | |
---|
267 | | - | |
---|
268 | | - | |
---|
269 | | - | |
---|
270 | | - | |
---|
271 | | - | |
---|
272 | | - | |
---|
273 | | - | ENROLLED ORIGINAL |
---|
| 147 | + | “(1) Community- property spouses have partitioned or reclassified; or 100 |
---|
| 148 | + | “(2) Is the subject of a waiver of rights granted by this chapter. 101 |
---|
| 149 | + | “§ 19-2304. Form of partition, reclassification, or waiver. 102 |
---|
| 150 | + | “(a) Community-property spouses domiciled in the District may partition or reclassify 103 |
---|
| 151 | + | property to which this chapter otherwise would apply. The partition or reclassification must be in 104 |
---|
| 152 | + | a record signed by both community- property spouses. 105 |
---|
| 153 | + | “(b) A community- property spouse domiciled in the District may waive a right granted 106 |
---|
| 154 | + | by this chapter only by complying with the law of the District, including the District’s choice-of-107 |
---|
| 155 | + | law rules, applicable to waiver of a spousal property right. 108 |
---|
| 156 | + | “§ 19-2305. Community property presumption. 109 |
---|
| 157 | + | “All property acquired by a community- property spouse when domiciled in a jurisdiction 110 |
---|
| 158 | + | where community property then could be acquired by the community- property spouse by 111 |
---|
| 159 | + | operation of law is presumed to be community property. This presumption may be rebutted by a 112 |
---|
| 160 | + | preponderance of the evidence. 113 |
---|
| 161 | + | “§ 19-2306. Disposition of property at death. 114 |
---|
| 162 | + | “(a) One- half of the property to which this chapter applies belongs to the surviving 115 |
---|
| 163 | + | community-property spouse of a decedent and is not subject to disposition by the decedent at 116 |
---|
| 164 | + | death. 117 |
---|
| 165 | + | “(b) One-half of the property to which this chapter applies belongs to the decedent and is 118 |
---|
| 166 | + | subject to disposition by the decedent at death. 119 ENGROSSED ORIGINAL |
---|
280 | | - | Mayor, action by the Council to override the veto), and a 30 -day period of congressional review |
---|
281 | | - | as provided in section 602(c)(1) of the District of Columbia Home Rule Act, approved December |
---|
282 | | - | 24, 1973 (87 Stat. 813; D.C. Official Code § 1- 206.02(c)(1)). |
---|
| 173 | + | “(c) The property that belongs to the decedent under subsection (b) of this section is not 120 |
---|
| 174 | + | subject to the elective-share right of the surviving community- property spouse. 121 |
---|
| 175 | + | “(d) This section does not apply to property transferred by right of survivorship or under 122 |
---|
| 176 | + | a revocable trust or other nonprobate transfer. 123 |
---|
| 177 | + | “(e) This section does not limit the right of a surviving community- property spouse to a 124 |
---|
| 178 | + | homestead allowance under § 19-101.02. 125 |
---|
| 179 | + | “(f) If at death a decedent purports to transfer to a third person property that, under this 126 |
---|
| 180 | + | section, belongs to the surviving community- property spouse and transfers other property to the 127 |
---|
| 181 | + | surviving community- property spouse, this section does not limit the authority of the court under 128 |
---|
| 182 | + | other law of the District to require that the community-property spouse elect between retaining 129 |
---|
| 183 | + | the property transferred to the community- property spouse or asserting rights under this chapter. 130 |
---|
| 184 | + | “§ 19-2307. Other remedies available at death. 131 |
---|
| 185 | + | “(a) At the death of a community-property spouse, the surviving community- property 132 |
---|
| 186 | + | spouse or a personal representative, heir, or nonprobate transferee of the decedent may assert a 133 |
---|
| 187 | + | right based on an act of: 134 |
---|
| 188 | + | “(1) The surviving community- property spouse or decedent during the marriage 135 |
---|
| 189 | + | or other relationship under which community property then could be acquired; or 136 |
---|
| 190 | + | “(2) The decedent that takes effect at the death of the decedent. 137 |
---|
| 191 | + | “(b) In determining a right under subsection (a) of this section and corresponding remedy, 138 |
---|
| 192 | + | the court: 139 ENGROSSED ORIGINAL |
---|
287 | | - | ______________________________ |
---|
288 | | - | Chairman |
---|
289 | | - | Council of the District of Columbia |
---|
| 197 | + | 8 |
---|
| 198 | + | |
---|
| 199 | + | “(1) Shall apply equitable principles; and 140 |
---|
| 200 | + | “(2) May consider the community property law of the jurisdiction where the 141 |
---|
| 201 | + | decedent or surviving community- property spouse was domiciled when property was acquired or 142 |
---|
| 202 | + | enhanced. 143 |
---|
| 203 | + | “§ 19-2308. Right of surviving community- property spouse. 144 |
---|
| 204 | + | “(a) The surviving community- property spouse of the decedent may assert a claim for 145 |
---|
| 205 | + | relief with respect to a right under this chapter in accordance with the following rules: 146 |
---|
| 206 | + | “(1) In an action asserting a right in or to property, the surviving community-147 |
---|
| 207 | + | property spouse must: 148 |
---|
| 208 | + | “(A) Not later than 3 years after the death of the decedent, commence an 149 |
---|
| 209 | + | action against an heir, devisee, or nonprobate transferee of the decedent that is in possession of 150 |
---|
| 210 | + | the property; or 151 |
---|
| 211 | + | “(B) Not later than 6 months after appointment of the personal 152 |
---|
| 212 | + | representative of the decedent, send a demand in a record to the personal representative; and 153 |
---|
| 213 | + | “(2) In an action other than an action under paragraph (1) of this subsection, the 154 |
---|
| 214 | + | surviving community- property spouse must: 155 |
---|
| 215 | + | “(A) Not later than 6 months after appointment of the personal 156 |
---|
| 216 | + | representative of the decedent, send a demand in a record to the personal representative; or 157 |
---|
| 217 | + | “(B) If a personal representative is not appointed, commence the action 158 |
---|
| 218 | + | not later than 3 years after the death of the decedent. 159 ENGROSSED ORIGINAL |
---|
295 | | - | _________________________________ |
---|
296 | | - | Mayor |
---|
297 | | - | District of Columbia |
---|
| 225 | + | “(b) Unless a timely demand is made under subsection (a)(1)(B) or (2)(A) of this section, 160 |
---|
| 226 | + | the personal representative may distribute the assets of the decedent’s estate without personal 161 |
---|
| 227 | + | liability for a community-property spouse’s claim under this chapter. 162 |
---|
| 228 | + | “§ 19-2309. Right of heir, devisee, or nonprobate transferee. 163 |
---|
| 229 | + | “An heir, devisee, or nonprobate transferee of a deceased community- property spouse 164 |
---|
| 230 | + | may assert a claim for relief with respect to a right under this chapter in accordance with the 165 |
---|
| 231 | + | following rules: 166 |
---|
| 232 | + | “(1) In an action asserting a right in or to property, the heir, devisee, or nonprobate 167 |
---|
| 233 | + | transferee must: 168 |
---|
| 234 | + | “(A) Not later than 3 years after the death of the decedent, commence an action 169 |
---|
| 235 | + | against the surviving community- property spouse of the decedent who is in possession of the 170 |
---|
| 236 | + | property; or 171 |
---|
| 237 | + | “(B) Not later than 6 months after appointment of the personal representative of 172 |
---|
| 238 | + | the decedent, send a demand in a record to the personal representative; and 173 |
---|
| 239 | + | “(2) In an action other than an action under paragraph (1) of this subsection, the heir, 174 |
---|
| 240 | + | devisee, or nonprobate transferee must: 175 |
---|
| 241 | + | “(A) Not later than 6 months after the appointment of the personal representative 176 |
---|
| 242 | + | of the decedent, send a demand in a record to the personal representative; or 177 |
---|
| 243 | + | “(B) If a personal representative is not appointed, commence the action not later 178 |
---|
| 244 | + | than 3 years after the death of the decedent. 179 ENGROSSED ORIGINAL |
---|
| 245 | + | |
---|
| 246 | + | |
---|
| 247 | + | |
---|
| 248 | + | |
---|
| 249 | + | 10 |
---|
| 250 | + | |
---|
| 251 | + | “§ 19-2310. Protection of third person. 180 |
---|
| 252 | + | “(a) With respect to property to which this chapter applies, a person is not liable under 181 |
---|
| 253 | + | this chapter to the extent the person: 182 |
---|
| 254 | + | “(1) Transacts in good faith and for value: 183 |
---|
| 255 | + | “(A) With a community-property spouse; or 184 |
---|
| 256 | + | “(B) After the death of the decedent, with a surviving community- property 185 |
---|
| 257 | + | spouse, personal representative, heir, devisee, or nonprobate transferee of the decedent; and 186 |
---|
| 258 | + | “(2) Does not know or have reason to know that the other party to the transaction 187 |
---|
| 259 | + | is exceeding or improperly exercising the party’s authority. 188 |
---|
| 260 | + | “(b) Good faith under subsection (a)(1) of this section does not require the person to 189 |
---|
| 261 | + | inquire into the extent or propriety of the exercise of authority by the other party to the 190 |
---|
| 262 | + | transaction. 191 |
---|
| 263 | + | “§ 19-2311. Principles of law and equity. 192 |
---|
| 264 | + | “The principles of law and equity supplement this chapter except to the extent 193 |
---|
| 265 | + | inconsistent with this chapter. 194 |
---|
| 266 | + | “§ 19-2312. Uniformity of application and construction. 195 |
---|
| 267 | + | “In applying and construing this chapter , a court shall consider the promotion of 196 |
---|
| 268 | + | uniformity of the law among jurisdictions that enact it. 197 |
---|
| 269 | + | “§ 19-2313. Saving provision. 198 ENGROSSED ORIGINAL |
---|
| 270 | + | |
---|
| 271 | + | |
---|
| 272 | + | |
---|
| 273 | + | |
---|
| 274 | + | 11 |
---|
| 275 | + | |
---|
| 276 | + | “If a right with respect to property to which this chapter applies is acquired, extinguished, 199 |
---|
| 277 | + | or barred on the expiration of a limitation period that began to run under another statute before 200 |
---|
| 278 | + | the effective date of this chapter, that statute continues to apply to the right even if the statute has 201 |
---|
| 279 | + | been repealed or superseded by this chapter. 202 |
---|
| 280 | + | “§ 19-2314. Transitional provision. 203 |
---|
| 281 | + | “Except as provided in § 19-2313, this chapter applies to a judicial proceeding with 204 |
---|
| 282 | + | respect to property to which this chapter applies commenced on or after effective date of this 205 |
---|
| 283 | + | chapter, regardless of the date of death of the decedent.”. 206 |
---|
| 284 | + | Sec. 3. Fiscal impact statement. 207 |
---|
| 285 | + | The Council adopts the fiscal impact statement in the committee report as the fiscal 208 |
---|
| 286 | + | impact statement required by section 4a of the General Legislative Procedures Act of 1975, 209 |
---|
| 287 | + | approved October 16, 2006 (120 Stat. 2038; D.C. Official Code § 1- 301.47a) 210 |
---|
| 288 | + | Sec. 4. Effective date. 211 |
---|
| 289 | + | This act shall take effect following approval by the Mayor (or in the event of veto by the 212 |
---|
| 290 | + | Mayor, action by the Council to override the veto), a 30- day period of congressional review as 213 |
---|
| 291 | + | provided in section 602(c)(1) of the District of Columbia Home Rule Act, approved December 214 |
---|
| 292 | + | 24, 1973 (87 Stat. 813; D.C. Official Code § 1- 206.02(c)(1)). 215 |
---|