Intestancy Flashcards

1
Q

Under UPC,
Surving Spouse (SS) takes
entire estate when?

A

All of Dec’s children are children with SS, or Dec has SS but no children or living parents

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2
Q

Under UPC,
SS takes $300K and 75%
of the remainder of the estate when?

A

No child of Dec surives him, but Dec has a surviving parent

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3
Q

Under the UPC,
SS takes $225K and 50% of the
remainder of the estate when?

A

All of Dec’s children are also SS’s children and SS has other children

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4
Q

Under the UPC,
SS takes $150K and 50% of the remainder of estate when?

A

Dec has children not related to SS

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5
Q

How is community property divided under intestancy?

A
  • CC is divided equally - SS owns 50% of CP outright
  • If D dies intestate, then D’s 50% of CP is given to SS and D’s SP is then distributed pursuant to the general intestancy scheme
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6
Q

Survival Requirment under:
Uniform Simultaneous
Death Act
(USDA)

A

120 hour rule - must have survived D by 120 hours;

insufficient evidence of order of death - the property of each individual passes as though the other individual predeceased him

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7
Q

Survival requirement under
common law

A

Must have survived D for any length of time

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8
Q

How is time/date of death determined under
(1) Common Law and (2) Modern Standard

A
  1. Common Law: irreversible cessation of circulatory and respiratory functions
  2. Modern: brain death (no est criteria)
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9
Q

What standard of proof is required when making a claim to determine survivorship? (Under CL and USDA)

A

CL: preponderance of the evidence
USDA: clear & convincing evidence

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10
Q

What is presumption regarding
posthumously-born children?

A

Rebuttable presumption: the child is the child of the deceased H if the child was born w/in 280 days of his death.

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11
Q

What is an equitable adoption?

A
  • A r/ship started during the child’s minority and established by clear and convincing evidence that a legal barrier prevented adoptoin; or
  • A foster parent agreed w/ the genetic parents to adopt the child and the foster parent treated the child as his own.
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12
Q

What are the effects of an equitable adoption?

A
  • The child can only inherit from (not through) the equitable adoptive parent
  • Equitable parents can NOT inherit through or from the child
  • Inheritence rights b/t child and genetic parents is unaffected
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13
Q

Intestancy for children born
out of wedlock under
modern trend

A

Modern: can’t inherit from natual father unless:
* father subsequently married natural mother
* father held the child out as his own and lived w/ the child or provided support;
* Paternity is proven by clean & convincing evidence after the father’s death; or
* Paternity is adjudicated during the father’s lifetime by a preponderance of the evidence

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14
Q

Intestancy for children born out of wedlock
under Uniform Parentage Act (UPA)

A

Requires proof of paternity for a child to inherit
* When father holds child out as his own - presumption of paterninty; child can bring an action to establish paternity at any time
* Otherwise - no presumption of paternity; child must bring action w/in three years of reaching the age of majority
* Post-humously-conceived child - not recognized

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15
Q

Calculating Share:
Per Capita

A
  • Prop is divided equally among 1st Gen with at least one living member
  • Share of non-living member of that Gen passes to the living issue of that member
  • If they have no living issue, no property is allocated to non-living member
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16
Q

Calculating Share:
Per Stirpes

A
  • Issue equally share the portion that the deceased ancestor would have taken if living
  • Divide at first level with anyone living
17
Q

Calculating Share:
Per Capita at each generation

A

Property is divided into as many equal shares as there are living members of the nearest generation of issue and deceased members of that generation w/ living issue.

Basically count everyone living whether children or grandchildren if child is dead - and divide by that - equally

18
Q

Negative Inheritence

A

to disinherit an heir through properly executed will

19
Q

When there are no SS or descendants:
Parentelic (UPC) approach

A

follows collateral lines until a live taker is found (like a fountain… up to parents, down to siblings, up to grandparents, down to aunts and uncles)