Intestate Descent and Distribution Flashcards

1
Q

When Intestate Succession Rules Apply

A

The intestate succession rules apply when:
1. the decedent left no will
2. the decedent’s will is denied probate, or
3. the decedent left a will but the will does not make a complete disposition of the estate.

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2
Q

Intestate Share of Surviving Spouse - No Descendants

A

If the decedent is survived by a spouse but no descendants, the surviving spouse inherits the entire estate.

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3
Q

Intestate Share of Surviving Spouse - Descendants Sharing Common Parent

A

If the decedent is survived by descendants, all of whom are also descendants of the surviving spouse, the surviving spouse inherits the entire estate.

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4
Q

Intestate Share of Surviving Spouse - ONE-THIRD, Descendants Not Sharing Common Parents

A

If the decedent is survived by descendants, at least one of whom was not the surviving spouse’s descendant, the spouse inherits one-third of the estate, and the other two-thirds passes to the decedent’s descendants

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5
Q

Zero-Desertion or Abandonment

A

If a spouse willfully deserts or abandons the other spouse and the desertion continues until the abandoned spouse’s death, the deserting spouse is barred from all statutory rights in the estate.

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6
Q

General Rule of Order

A
  1. Surviving Spouse
  2. descendants
  3. Parents
  4. Descendants of Parents
  5. Grandparents and Descendants of Grandparents
  6. To Heirs of Deceased Spouse
  7. No “Laughing Heir” Statute
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7
Q

Intestate Share: Descendants

A

Descendants are people related to the decedent in a direct line. If all of the decedent’s children survive, each child receives an equal share. If a child predeceases the decedent and leaves issue who survive the decedent, shares will be calculated per capita with representation.

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8
Q

Intestate Share: Parents

A

If the decedent is not survived by a spouse or descendants, the estate passes to the decedent’s parents or surviving parent.

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9
Q

Intestate Share: Descendants of Parents

A

If no spouse, descendants, or parents survive the decedent, the estate passes to the decedent’s brothers or sisters.

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10
Q

Intestate Share: Grandparents and Descendants of Grandparents

A

If none of the forgoing survive the decedent, one-half of the estate passes to the maternal grandparents and the other one-half passes to the paternal grandparents.

If, in either side there is no surviving grandparent or their descendants, the estate will pass to the next nearest lineal ancestors and the descendants of such ancestors.

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11
Q

Intestate Share: To Heirs of Deceased Spouse

A

If the decedent was not survived by any living heirs on the maternal or the paternal side, the estate passes to the heirs of the decedent’s deceased spouse, as though the deceased spouse had survived and passed intestate.

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12
Q

No “Laughing Heir” Statute

A

Virginia has no laughing heir statute, which would cut off the inheritance rights of more remote relatives. A person can qualify as an heir, no matter how remotely related to the decedent.

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13
Q

When does the estate escheats to the Commonwealth?

A

ONLY if there are no heirs of the decedent or their spouse.

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14
Q

Disinherit

A

To disinherit someone, the testator must make a complete disposition of their estate by will. Any portion passing by intestacy is governed by the intestacy statute, not the testator’s will.

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15
Q

Computing Shares - Per Capita Representation

A

In Virginia, descendants take per capita with representation. The decedent’s property is divided into equal shares at the first generational level with living takers.
Each living person and each predeceasing descendant who left living issue gets a share. The shares of predeceasing descendants then pass to their issue by right of representation.

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16
Q

Adopted Child

A

The adopted child and her descendants inherit from and through the adopting parents as though she were a natural child.

17
Q

Adopted Child + Natural Parents

A

Adoption cuts off inheritance rights from the natural parents and vice versa, except in cases of:
1. Adoption by the spouse of a biological parent, which has no effect on the relationship between the child and either biological parent, or
2. Court order that involuntarily terminates parental rights

18
Q

Stepchildren and Foster Children

A

A stepchild or foster child who is not adopted has no inheritance rights from her stepparent or foster parent.

19
Q

Nonmarital Child

A

A non marital child has full inheritance rights from her mother and her mother’s kin. For purposes of inheritance, the natural father is considered to be the parent of a non marital child, only if:
1. the father married the mother before or after the child’s birth, or
2. it is established by clear and convincing evidence that:
- the man openly cohabitated with the mother during her entire pregnancy
- the man consented to be named on the child’s birth certificate
- the man allowed the child to use his surname
- the man claimed the child as his on a tax return or other government document
- the man was adjudged the father in a paternity suit and ordered to pay child support
- the man admitted paternity in court or in writing under oath
- genetic tests or other established that the man is the child’s father.

20
Q

Conception Before Death

A

For inheritance purposes, a child conceived by artificial reproductive technology is the child of a person who consented to being a parent in writing before the conception, provided the child is born within that person’s lifetime or within 10 months of that person’s death.

21
Q

Conception After Death (Posthumous Children)

A

A child or other relative of the decedent who is conceived and in gestation before the decedent’s death and born thereafter takes as if born during the decedent’s lifetime.

22
Q

Half-Blood Siblings

A

Take HALF AS MUCH as WHOLE BLOOD

23
Q

Advancement

A

In Virginia, a gift made to a child or other descendant is presumptively an advancement (an advance payment) to be taken into account in making an intestate distribution.

Advancement is only an issue in intestacy. When there is a testamentary instrument, satisfaction of legacies applies.

24
Q

Overcoming Presumption of Advancement

A

The presumption of advancement may be rebutted by affirmative proof that the gift was not intended to be an advancement. Statements of the grantor are competent evidence to show the grantor’s intention.

25
Q

Computation of Advancement

A

Step 1: Add the amount of the advancement back into the estate.
Step 2: Calculate the share of each heir.
Step 3: Deduct the amount of the advancement from the share of the recipient