Right to elective share

Checkout our iOS App for a better way to browser and research.

    ** IN EFFECT UNTIL OCTOBER 1, 2020 PER CHAPTER 435 OF 2019**

    (a)    In this section, “net estate” means the property of the decedent passing by testate succession, without a deduction for State or federal estate or inheritance taxes, and reduced by:

        (1)    Funeral and administration expenses;

        (2)    Family allowances; and

        (3)    Enforceable claims and debts against the estate.

    (b)    Instead of property left to the surviving spouse by will, the surviving spouse may elect to take:

        (1)    A one–third share of the net estate if there is also a surviving issue; or

        (2)    A one–half share of the net estate if there is no surviving issue.

    (c)    The surviving spouse who makes this election may not take more than a one–half share of the net estate.

    (d)    For the purposes of this section, the net estate and the property allocable to a share of a surviving spouse shall be valued as of the date or dates of distribution.

    (e)    (1)    For the purposes of this section, a surviving spouse who has elected to take against a will shall be entitled to the surviving spouse’s portion of the income earned on the net estate during the period of administration based on a one–third or one–half share, whichever is applicable.

        (2)    If one or more distributions have been made to a surviving spouse or another person that require an adjustment in the relative interests of the beneficiaries, the applicable share shall be adjusted.


Download our app to see the most-to-date content.