HLS 23RS-2882 ENGROSSED 2023 Regular Session HOUSE CONCURRENT RESOL UTION NO. 121 BY REPRESENTATIVE GAINES SUCCESSIONS: Directs the La. State Law Institute to study succession proceedings and alternatives for low income families and low value properties 1 A CONCURRENT RESOL UTION 2To authorize and direct the Louisiana State Law Institute to study succession proceedings 3 and alternatives for low income families and low value properties, and to report its 4 findings to the legislature prior to February 1, 2024. 5 WHEREAS, the average cost of succession proceedings for smaller estates in 6Louisiana range from one thousand five hundred dollars to three thousand dollars; and 7 WHEREAS, an affidavit of small succession is an alternative to a full succession but 8it is limited to estates valued at less than one hundred twenty-five thousand dollars; and 9 WHEREAS, the costs for succession proceedings for successions having a gross 10value of more than one hundred twenty-five thousand dollars, or successions having a gross 11value of one hundred twenty-five thousand and less that may be required to be opened 12judicially, may be a reason discouraging heirs from opening judicially a succession for a 13deceased family member; and 14 WHEREAS, an individual who wishes to open judicially a succession and who is 15unable to pay the costs of court because of his poverty and lack of means, may not avail 16himself of the ability to open judicially a succession without paying the costs in advance or 17as they accrue as provided for in Code of Civil Procedure Articles 5181 through 5188; and 18 WHEREAS, more study is needed to determine if there is a way to apply the 19provisions in Code of Civil Procedure Articles 5181 through 5188 to open judicially a 20succession; and Page 1 of 3 HLS 23RS-2882 ENGROSSED HCR NO. 121 1 WHEREAS, making succession proceedings more financially available to low 2income families where the only asset may be a low value residence, or an undivided interest 3in immovable property, may help ensure the proper and timely transfer of property, which 4would in turn make land title records more accurate; and 5 WHEREAS, pursuant to Article VII, Section 20 of the Constitution of Louisiana, 6homestead exemption is limited to land that is owned and occupied by persons who own and 7occupy the land in indivision and the homestead exemption is limited to the pro rata 8ownership interest of that person or persons occupying the homestead; and only the owner 9of immovable property is authorized to claim homestead exemption; and 10 WHEREAS, without a judgment of possession rendered in a succession opened 11judicially or an affidavit of small succession recognizing the ownership interest of a person 12or persons who are residing on the property, those persons who otherwise would be entitled 13to claim homestead exemption may not do so; and 14 WHEREAS, an alternative to a succession opened judicially or an affidavit of small 15succession proceeding may be beneficial to low income families and allow such families to 16claim homestead exemption. 17 THEREFORE, BE IT RESOLVED that the Legislature of Louisiana does hereby 18authorize and direct the Louisiana State Law Institute to study succession proceedings and 19alternatives for low income families and low value properties and to report its findings to the 20legislature prior to February 1, 2024. 21 BE IT FURTHER RESOLVED that a copy of this Resolution be transmitted to the 22director of the Louisiana State Law Institute. 23 BE IT FURTHER RESOLVED that the Louisiana State Law Institute shall submit 24one print copy and one electronic copy of any report produced pursuant to this Resolution 25to the David R. Poynter Legislative Research Library as required by R.S. 24:772. Page 2 of 3 HLS 23RS-2882 ENGROSSED HCR NO. 121 DIGEST The digest printed below was prepared by House Legislative Services. It constitutes no part of the legislative instrument. The keyword, one-liner, abstract, and digest do not constitute part of the law or proof or indicia of legislative intent. [R.S. 1:13(B) and 24:177(E)] HCR 121 Engrossed 2023 Regular Session Gaines Directs the La. State Law Institute to study succession proceedings and alternatives for low income families and low value properties. Summary of Amendments Adopted by House The Committee Amendments Proposed by House Committee on Civil Law and Procedure to the original bill: 1. Provide that the costs of opening a succession may be a reason discouraging heirs from opening a succession. 2. Provide that additional study is needed to determine if a party may proceed in forma pauperis in succession proceedings. 3. Provide that the homestead exemption is limited to the exceptions provided by Article VII, Section 20 of the Constitution of La. Page 3 of 3