FOURTEENTH CONCEPT: INTESTATE SUCCESSION Flashcards
If testator dies intestate, Surviving spouse or domestic partner inherits how much of the community property? How much do they end up with?
decedent’s ½ of the community property. they are left with 100% (they already own the other 50%)
If testator dies intestate, Surviving spouse or domestic partner inherits how much of the quasi-community property? How much do they end up with?
decedent’s ½ of the quasi-community property. they are left with 100% (they already own the other 50%)
If testator dies intestate, If decedent leaves no issue, parents, brother or sister, or issue of a deceased brother or sister, how much of the separate property does the surviving spouse receive?
all to surviving spouse or domestic partner.
If testator dies intestate, If decedent is survived by one child, or issue of a predeceased child, How much of the property goes to the surviving spouse, how much to the child?
½ to surviving spouse or domestic partner and ½ to child or child’s issue.
If testator dies intestate, If decedent is survived by 2 or more children, or issue of predeceased children, how much to the surviving spouse, how much to the issue?
1/3 to surviving spouse or domestic partner and 2/3 to the children or their issue.
If testator dies intestate, If decedent is survived by no issue, but leaves parent or parents or their issue, then how much to the surviving spouse and how much to the parents?
½ to parent or parents or their issue, ½ to surviving spouse or domestic partner.
If testator dies intestate, If there is no surviving spouse, in what order does the intestate scheme work
First to issue, then to parents, then to issue of parents, then to grandparents, then to issue of grandparents, then to issue of pre-deaceased spouse’s issue (step-children), next of kin. the parents of pre-deceased spouse or domestic partner (former in-laws.
What is the per-capita representation problem?
Issue of the same degree take “per capita,” or equally and in their own right. (section 240 of probate code)
X (Intestate) has children A, B, and C and they are all alive at X’s death. Each takes what?
Each child takes takes 1/3, per capita, meaning each takes equally and in his or her own right.
Issue of more remote degree for per-capita with representation. what do each take (what’s it called?) how does it work?
“per capita with representation.” we make our distribution [i] at the first level someone is living and give shares to all living people at that generation, and [ii] to deceased members of that generation who leave issue.
X has 2 children: A and B. Both predecease X. A leaves child C, who survives X. B leaves children D and E. D survives X, but E predeceases X. E leaves children F and G, both of whom survive X.
C get 1/3. D gets 1/3, F and G get 1/6 each
If a will or trust calls for a distribution “per stirpes” or “by right of representation,” or by “representation,” we make a different distribution. What distribution is that?
you make the distribution at the first generation or first level, even if everyone is dead, so long as they left issue. The issue then step into the shoes of their predeceased ancestor.
X has 2 children: A and B. Both predecease X. A leaves child C, who survives X. B leaves children D and E. D survives X, but E predeceases X. E leaves children F and G, both of whom survive X. Will calls for per stirpes distribution, what does everyone get?
C gets half, D gets a quarter, F and G both get 12.5%
Generally, how are adopted children treated in intestacy?
an adopted child is always treated as a natural child of the adopting parents.
Regarding the adopted child’s natural parents, the adoption _________ the relationship.
severs