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    UNIFORM PROBATE CODE

    OFFICIAL TEXT WITH COMMENTS

    LAW LIBRARY

    NOV 20 1973

    University of iowa

    ST, PAUL, Ml:NN. WEST PUBLISHING CO.

    CAW LIBRARY

  • FOREWORD

    This Pamphlet edition contains the Official Text of the Uniform Probate Code together with the official comments.

    The Uniform Probate Code was approved by the National Conference of Commissioners on Uniform State Laws and by the

    American Bar Association in August 1969. The text is made available in this convenient and compact form

    for ready reference by members of the Bar, the Judiciary, Legislators, and Teachers and Students of the law.

    THE PUBLISHER

    III 3--1971

  • TABLE OF CONTENTS

    Page

    Foreword ____ ___ __ __ ____ ___ _ ______ __ ____ __ __ ____ __ __ ____ _ III Special Committees on the Probate Code ________ __________ XXIII

    Section

    1-101.

    1-102.

    1-103.

    1-104.

    1-105.

    1-106.

    1-107.

    1-108.

    1-201.

    1-301.

    1-302.

    Article I

    GENERAL PROVISIONS, DEFINITIONS AND PROBATE JURISDICTION OF COURT

    Part 1

    SHORT TITLE, CONSTRUCTION, GENERAL PROVISIONS

    [Short Title.] [Purposes; Rule of Construction.] ___________ _ [Supplementary General Principles of Law

    Applicable.] ________________________________ _ [Severability.] _______________________________ _ [Construction Against Implied Repeal.] ________ _ [Effect of Fraud and Evasion.] _______________ _ [Evidence as to Death or Status.] _____________ _ [Acts by Holder of General Power.] __ _________ _

    Part 2 DEFINITIONS

    3

    3

    3

    3

    3

    4

    5

    6

    [General Definitions.] ______________ __________ 7

    Part 3

    SCOPE, mRISDICTION AND COURTS

    [Territorial Application.] _____________________ 12 [Subject Matter Jurisdiction.] ________________ 12

    1-303. [Venue; Multiple Proceedings; Transfer.] ____ 12 Uniform Probate Code Pam ph. V

  • Section

    1-304.

    1-305.

    1-306.

    1-307.

    1-308.

    1-309.

    1-310.

    TABLE OF CONTENTS Page

    [Practice in Court.] ________________ __________ 13

    [Records and Certified Copies.] ________________ 13

    [Jury Trial.] _______________________ __________ 13

    [Registrar; Powers.] _______________ _________ - 13

    [Appeals.] __________________________ __________ 13

    [Qualifications of Judge.] ___________ __________ 14

    [Oath or Affirmation on Filed Documents.] 14

    Part 4

    NOTICE, PARTIES AND REPRESENTATION IN ESTATE, LITIGATION AND OTHER MATTERS

    1--40l.

    1--402.

    1-403.

    2-10l.

    2-102.

    2-102A.

    2-103.

    2-104.

    2-105.

    2-106.

    2-107.

    2-108.

    2-109.

    2-110.

    2-11l.

    2-112.

    2-113.

    [Notice; Method and Time of Giving.] _________ 15

    [Notice; Waiver.] ____________________________ 15

    [Pleadings; When Parties Bound by Others; Notice.] _____________________________________ 16

    Article II INTESTATE SUCCESSION AND WILLS

    Part 1

    INTESTATE SUCCESSION

    [Intestate Estate.] _____________________ -- ----- 22

    [Share of the Spouse.] ________ , __________ ------- 22 [Share of the Spouse.] ______________ __________ 23

    [Share of Heirs Other Than Surviving Spouse.] 23

    [Requirement That Heir Survive Decedent For 120 Hours.] ________________________ -- ------ 24

    [No Taker.] ________________________ --- ------- 25

    [Representation.] ___________________ __________ 25

    [Kindred of Half Blood.] ____________ __________ 26

    [Afterborn Heirs.] __________________ ___ -- --- -- 26

    [Meaning of Child and Related Terms.] _________ 26

    [Advancements.] ____________________ ---------- 27

    [Debts to Decedent.] _______________________ c __ 27

    [Alienage.] ______________________________ ----- 28

    [Dower and Curtesy Abolished.] ________________ 28

    VI

    Section

    2-201. 2-202. 2-203. 2-204. 2-205. 2-206.

    2-207.

    TABLE OF CONTENTS

    Part 2 ELECTIVE SHARE OF SURVIVING SPOUSE

    Page [Right to Elective Share.] ____________________ 30 [Augmented Estate.] _________________________ 31 [Right of Election Personal to Surviving Spouse.] 35 [Waiver of Right to Elect and of Other Rights.] 35 [Proceeding for Elective Share; Time Limit.]___ 36 [Effect of Election on Benefits by Wilr

    " or

    Statute.] __ ___ ______ ____ ______ _____ _ ____ _ ____ 37 [Charging Spouse With Gifts Received; Liability

    of Others For Balance of Elective Share.] ____ 37

    Part 3

    SPOUSE AND CHILDREN UNPROVIDED FOR IN WILLS

    2-301. 2-302.

    2--401. 2--401:A 2--402. 2--403. 2--404.

    2-501. 2-502. 2-503. 2-504. 2-505. 2-506. 2-507. 2-508.

    2-509.

    [Omitted Spouse.] __________________ __________ 39 [Pretermitted Children.] ______________________ 39

    Part 4

    EXEMPT PROPERTY AND ALLOWANCES

    [Homestead Allowance.] ______________________ 41 [Constitutional Homestead.] ________ __________ 42 [Exempt Property.] ________________ __________ 42 [Family Allowance.] __________________________ 43 [Source, Determination and Documentation.] ___ 45

    Part 5

    WILLS

    [Who May Make a WilL] ______________________ 46 [Execution.] ___________________ __ ___ __________ 46 [Holographic Will.] _________________ __________ 47 [Self-proved Will.] ____________________________ 47 [Who May Witness.] __________________________ 49 [Choice of Law as to Execution.] ______________ 49 [Revocation by Writing or by Act.] __ __________ 50 [Revocation by Divorce; No Revocation by Other

    Changes of Circumstances.] ___________________

    51 [Revival of Revoked WilL] ____________________ 52

    VII

  • Section 2-510. 2-511. 2-512. 2-513.

    2-601.

    2-602.

    2-603. 2-604.

    2-605. 2-606. 2-607.

    2-608.

    2-609. 2-610. 2-611.

    2-612.

    2-701.

    2-801. 2-802.

    TABLE OF CONTENTS Page

    [Incorporation by Reference.] ---------------[Testamentary Additions to Trusts.] ---------[Events of Independent Significance.] ---------[Separate Writing Identifying Bequest of Tangi-

    ble Property.] ----------------- --- ----------

    Part 6

    RULES OF CONSTRUCTION

    52 52 53

    53

    55 [Requirement That Devisee Survive Testator by

    120 Hours.] ---- - ---- - - - - ---------- - -------[Choice of Law as to Meaning and Effect of

    Wills.] __________________________ ------------ 55 [Rules of Construction and Intention.] --------- 56 [Construction That Will Passes All Property;

    After-Acquired Property.] __________________ 56 [Anti-lapse; Deceased Devisee; Class Gifts.] --- 56 [Failure of Testamentary Provision.] __________ 57 [Change in Securities; Accessions; 'Nonademp-

    tion.] --- ---------- -------- -- -- - ------- -- - -[Nonademption of Specific Devises in Certam

    Cases; Sale by Conservator; Unpaid Proceeds of Sale, Condemnation or Insurance.] - - - - - - -

    [Non-Exoneration.] ------- ---------- ---------[Exercise of Power of Appointment.] --------[Construction of Generic Terms to Accord Wlth

    Relationships as Defined for Intestate Succession.] ------------------------- -------- -- ---

    [Ademption by Satisfaction.] -- '------------- ---

    Part 7

    CONTRACTUAL ARRANGEMENTS RELATING TO DEATH

    [Contracts Concerning Succession.]

    Part 8

    GENERAL PROVISIONS

    57

    58 59 59

    60 60

    61

    [Renunciation of Succession.] __________________ 62 [Effect of Divorce, Annulment and Decree of

    Separation.] ____________ -------------------- 64

    VIII

    Section 2-803.

    2-901.

    2-902.

    TABLE OF CONTENTS

    [Effect of Homicide on Intestate Succession Wills, Joint Assets, Life Insurance and Bene ficiary Designations.] _____________________ _

    Part 9

    CUSTODY AND DEPOSIT OF WILLS

    [Deposit of Will With Court in Testator's Life-time.] _____________________________________ _

    [Duty of Custodian of Will; Liability.] _______ _

    Article III

    Page

    65

    67 68

    PROBATE OF WILLS AND ADMINISTRATION

    3-101. 3-101A. 3-102. 3-103. 3-104.

    3-105.

    3-106.

    3-107.

    3-108.

    3-109.

    Part 1 GENERAL PROVISIONS

    [Devolution of Estate at Death; Restrictions.] [Devolution of Estate at Death; Restrictions.] __ [Necessity of Order of Probate For Will.] _____ _ [Necessity of Appointment For Administration.] [Claims Against Decedent; Necessity of Admin-

    istration.] __________________________________ _ [Proceedings Affecting Devolution and Admin

    istration; Jurisdiction of Subject Matter.] [Proceedings Within the Exclusive Jurisdiction

    of Court; Service; Jurisdiction Over Persons.] [Scope of Proceedings; Proceedings Independent;

    Exception.] ________________________________ _ [Probate, Testacy and Appointment Proceedings;

    Ultimate Time Limit.] _____________________ _ [Statutes of Limitation on Decedent's Cause of

    Action.] _______________________________ - - ---

    Part 2

    76 76 77 78

    79

    80

    81

    82

    83

    85

    VENUE FOR PROBATE AND ADMINISTRATION; PRIORITY TO ADMINISTER; DEMAND FOR NOTICE

    3-201. [Venue for First and Subsequent Estate Proceed-ings; Location of Property.] _____________ 86

    IX

  • Section

    3-202.

    3-203.

    3-204.

    3--301.

    3--302.

    3--303.

    3--304.

    3-305.

    3--306.

    3--307.

    3--308.

    3-309.

    3-310.

    3--311.

    3--401.

    3-402.