Testaments et successions

Wills & Succession

Succession ab intestat, exécution et révocation des testaments, contestations de testament et règles du California Probate Code en matière de construction.

Chapitre 11 heure de lecture15 questions pratiques

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Chapitres

1Intestate Succession and the Effect of Death on Marital PropertyThis chapter explains what passes at death without a will, and to whom, under the California Probate Code. It separates probate from nonprobate property, splits community and quasi-community property at death under Probate Code §§ 100 to 102, and applies the 120-hour and simultaneous-death rules. It then computes the surviving spouse’s share (§ 6401) and the other heirs’ shares (§ 6402), divides among descendants under §§ 240, 246 and 247, and closes with four California practice items and a mini-essay.74 minGratuit

En quoi la Californie diffère

Du chapitre 1

CADistinction californienne

Survivorship title for spouses

Règle générale (fédérale / majoritaire)

Many common-law states let spouses hold land as tenants by the entirety, a form of joint ownership with survivorship open only to married couples.

Californie

California does not recognize tenancy by the entirety. Spouses may instead take title as community property with right of survivorship (Civ. Code § 682.1). When one spouse dies, the survivor takes the whole without probate.

If a deed in the facts uses this title, the decedent’s half is a nonprobate asset. It does not pass through the will or intestacy.

CADistinction californienne

No elective share in California

Règle générale (fédérale / majoritaire)

Most states that are not community property states protect a surviving spouse with an elective share. The survivor may reject the will and take a fixed fraction of the estate, often one-third.

Californie

California has no elective share. Ownership protects the survivor instead. The survivor owns one-half of the community property during marriage and receives one-half of the decedent’s quasi-community property at death (§ 101).

On a California essay, do not write “elective share”. Write the § 100 and § 101 split instead.

CADistinction californienne

Survival of will beneficiaries

Règle générale (fédérale / majoritaire)

A number of states follow the Uniform Probate Code (§ 2-702). It applies the 120-hour survival rule to will beneficiaries and to most other transfers at death, not only to heirs.

Californie

California applies it only to intestate heirs (§ 6403) and to the California statutory will (§ 6211). Other will beneficiaries need only survive, shown by clear and convincing evidence (§§ 21109, 222).

Test an intestate share for 120 hours; test a will gift for survival alone.

Leçons

Thomas Ellison

Conférencier Testaments et successions

Certified Specialist in Estate Planning, Trust and Probate Law; probate litigator.

Nos conférenciers sont des enseignants dotés d’une voix IA; les portraits sont des illustrations.

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