LRBs0365/1
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1997 - 1998 LEGISLATURE
ASSEMBLY SUBSTITUTE AMENDMENT 1,
TO 1997 ASSEMBLY BILL 645
January 6, 1998 - Offered by Committee on Judiciary.
AB645-ASA1,3,7 1An Act to repeal 632.485, 700.17 (2) (b) 2., 701.27 (1) (b), 701.27 (1) (d), 701.27
2(2) (b) 2., 701.27 (3) (b), 701.27 (6) (title), 701.27 (6) (d), 701.27 (9), 851.001,
3851.51 (title), 851.51 (3), 852.01 (1) (e), 852.01 (1) (g), 852.03 (2), 853.07 (3),
4853.16 (title), 853.51 (2), 858.01 (2), 861.13 and 861.41 (3) and (4); to renumber
5701.27 (1) (intro.), 701.27 (2) (title), 701.27 (2) (b) (title), 701.27 (2) (bm), 701.27
6(2) (d), 701.27 (3) (title), 701.27 (3) (a) 4., 701.27 (4) (title), 701.27 (4) (c), 701.27
7(4) (d), 701.27 (8) (title), 767.266 (title), 851.35, 853.16 (1), 853.51 (intro.) and
8858.01 (1); to renumber and amend 700.17 (2) (b) 1., 701.27 (title), 701.27 (1)
9(a), 701.27 (1) (c), 701.27 (2) (a), 701.27 (2) (b) 1., 701.27 (2) (c), 701.27 (2) (e),
10701.27 (3) (a) (intro.), 701.27 (3) (a) 1., 701.27 (3) (a) 2., 701.27 (3) (a) 3., 701.27
11(4) (a), 701.27 (4) (b), 701.27 (4) (e), 701.27 (5), 701.27 (6) (a), 701.27 (6) (b) (title),
12701.27 (6) (b), 701.27 (6) (c), 701.27 (7), 701.27 (8), 767.266, 851.51 (1) and (2),
13852.01 (1) (f), 852.05 (1), 853.03 (2), 853.11 (1) (b), 853.15 (1), 853.16 (2), 853.51

1(1), 861.31 (1), 861.31 (4), 861.35 (1) and 861.35 (3); to consolidate, renumber
2and amend
853.11 (1) (intro.) and (a); to amend 6.875 (1) (b), 48.92 (3), 146.34
3(1) (j), 157.061 (7), 178.21 (3) (e), 242.01 (11), 252.15 (1) (eg), 615.03 (1) (c),
4700.17 (2) (a), 701.20 (5) (b) 1., 702.08, 766.575 (3) (b), 766.58 (3) (f), 766.587 (6),
5766.589 (7), 766.61 (2) (c) 2., 815.56, 851.002, 851.13, 851.27, 852.01 (1) (intro.),
6852.01 (1) (a) 2., 852.01 (1) (b) and (d), 852.05 (2), 852.05 (3), 852.13, 853.03
7(intro.), 853.03 (1), 853.07 (2), 853.11 (1) (title), 853.25 (2), 853.25 (4), 853.25 (5),
8853.29, 853.50 (1), 853.50 (3), 853.55 (NOTICE) 6., 853.55 (NOTICE) 9., 853.56
9(NOTICE) 7., 853.56 (NOTICE) 9., 853.59 (form) (a), 853.59 (form) (2) (a),
10857.01, 857.015, 858.01 (title), 859.40, 859.41, 861.015 (1), 861.015 (3) (intro.),
11861.015 (3) (a), 861.015 (3) (b), 861.31 (2), 861.33 (title), 861.33 (1) (a) (intro.),
12861.33 (1) (a) 4., 861.33 (1) (b), 861.33 (2), 861.33 (3), 861.33 (4), 861.35 (title),
13861.35 (2), 863.37 (1), 880.32 and 880.695 (1); to repeal and recreate 700.11,
14700.12, 702.03 (1), subchapter II (title) of chapter 705 [precedes 705.20],
15851.055, 851.55, 852.01 (2), 852.01 (2m), 852.03 (1), 852.03 (3), 852.03 (4),
16852.09, 852.11, 853.05, 853.11 (2), 853.11 (3), 853.11 (3m), 853.11 (6), 853.13,
17853.19, 853.25 (1), 853.27, 853.33, 853.35, 853.40, 853.55 (Article 3) 3.3., 853.56
18(Article 3) 3.4., subchapter II (title) of chapter 861 [precedes 861.018], 861.02,
19861.03, 861.05, 861.07, 861.09, 861.11, 863.11, 863.13, 895.43 and 895.435; and
20to create 632.695, 700.17 (2) (am), 700.26, 701.115, 701.25, 701.26, 702.22,
21705.09, 705.20 (3), subchapter III (title) of chapter 705 [precedes 705.21],
22705.31, 706.105, 766.58 (3m), 767.266 (title), 767.266 (1) (b), 767.266 (2),
23subchapter I (title) of chapter 851 [precedes 851.002], 851.035, 851.065, 851.30,
24851.31, subchapter II (title) of chapter 851 [precedes 851.40], 851.50, 852.01 (1)
25(f) 1., 852.01 (1) (f) 2., 852.01 (1) (f) 3., 852.03 (5) and (6), 852.05 (4), 852.10,

1852.12, subchapter I (title) of chapter 853 [precedes 853.01], 853.03 (2) (a), (b)
2and (c), 853.04, 853.11 (1) (bm), 853.32, 853.325, 853.41, subchapter II (title) of
3chapter 853 [precedes 853.50], 853.51 (1) (bc), 853.51 (2m), chapter 854, 856.05
4(5), 856.16, 861.018, 861.04, 861.06, 861.08, 861.10, subchapter III (title) of
5chapter 861 [precedes 861.17], 861.21, 861.31 (1c), 861.31 (4) (a), 861.33 (1) (c),
6861.35 (1c), 861.35 (3) (e), 861.35 (4) (a) and 861.43 of the statutes; relating to:
7changes to the probate code.
The people of the state of Wisconsin, represented in senate and assembly, do
enact as follows:
AB645-ASA1, s. 1 8Section 1. 6.875 (1) (b) of the statutes is amended to read:
AB645-ASA1,3,109 6.875 (1) (b) "Relative" means a spouse or individual related within the 1st, 2nd
10or 3rd degree of kinship under s. 852.03 (2), 1995 stats.
AB645-ASA1, s. 2 11Section 2. 48.92 (3) of the statutes is amended to read:
AB645-ASA1,3,1312 48.92 (3) Rights of inheritance by, from and through an adopted child are
13governed by s. 851.51 ss. 854.20 and 854.21.
AB645-ASA1, s. 3 14Section 3. 146.34 (1) (j) of the statutes is amended to read:
AB645-ASA1,3,1815 146.34 (1) (j) "Relative" means a parent, grandparent, stepparent, brother,
16sister, first cousin, nephew or niece; or uncle or aunt within the 3rd degree of kinship
17as computed under s. 852.03 (2), 1995 stats. This relationship may be by
18consanguinity or direct affinity.
AB645-ASA1, s. 4 19Section 4. 157.061 (7) of the statutes is amended to read:
AB645-ASA1,3,2220 157.061 (7) "Family member" means a spouse or an individual related by blood,
21marriage or adoption within the 3rd degree of kinship as computed under s. 852.03
22(2), 1995 stats.
AB645-ASA1, s. 5 23Section 5. 178.21 (3) (e) of the statutes is amended to read:
AB645-ASA1,4,3
1178.21 (3) (e) A partner's right in specific partnership property is not subject
2to elective rights under s. 861.02 (1) or 861.03 of a surviving spouse or to allowances
3to a surviving spouse, heirs, or next of kin.
AB645-ASA1, s. 6 4Section 6. 242.01 (11) of the statutes is amended to read:
AB645-ASA1,4,85 242.01 (11) "Relative" means an individual related by consanguinity within the
63rd degree of kinship as computed under s. 852.03 (2), 1995 stats., a spouse or an
7individual related to a spouse within the 3rd degree as so computed, and includes an
8individual in an adoptive relationship within the 3rd degree.
AB645-ASA1, s. 7 9Section 7. 252.15 (1) (eg) of the statutes is amended to read:
AB645-ASA1,4,1310 252.15 (1) (eg) "Relative" means a spouse, parent, grandparent, stepparent,
11brother, sister, first cousin, nephew or niece; or uncle or aunt within the 3rd degree
12of kinship as computed under s. 852.03 (2), 1995 stats. This relationship may be by
13consanguinity or direct affinity.
AB645-ASA1, s. 8 14Section 8. 615.03 (1) (c) of the statutes is amended to read:
AB645-ASA1,4,1715 615.03 (1) (c) A natural person who issues such an annuity to a relative by blood
16or marriage within the third 3rd degree of kinship as computed according to s. 852.03
17(2), 1995 stats.
AB645-ASA1, s. 9 18Section 9. 632.485 of the statutes is repealed.
AB645-ASA1, s. 10 19Section 10. 632.695 of the statutes is created to read:
AB645-ASA1,4,21 20632.695 Applicability of general transfers at death provisions. Chapter
21854 applies to transfers at death under life insurance policies and annuities.
AB645-ASA1, s. 11 22Section 11. 700.11 of the statutes is repealed and recreated to read:
AB645-ASA1,5,4 23700.11 Interests in "heirs" and the like. (1) If a statute or governing
24instrument, as defined in s. 854.01, specifies that property is to be distributed to, or
25a future interest is to be created in, a designated individual's "heirs", "heirs at law",

1"next of kin", "relatives" or "family" or a term that has a similar meaning, or if a class
2gift in favor of "descendants", "issue" or "heirs of the body" does not specify the
3manner in which the property is to be distributed among the class members, the
4property is distributed according to s. 854.22.
AB645-ASA1,5,6 5(2) The common law doctrine of worthier title is abolished under s. 854.22 (3).
6Situations in which the doctrine may have applied are governed by s. 854.22 (1).
AB645-ASA1, s. 12 7Section 12. 700.12 of the statutes is repealed and recreated to read:
AB645-ASA1,5,10 8700.12 After-born persons included in class gift. With respect to
9membership in a class under a class gift, the status of a person who was born after
10the membership in the class was determined is governed by s. 854.21 (5).
AB645-ASA1, s. 13 11Section 13. 700.17 (2) (a) of the statutes is amended to read:
AB645-ASA1,5,1812 700.17 (2) (a) Each of 2 or more joint tenants has an equal interest in the whole
13property for the duration of the tenancy, irrespective of unequal contributions at its
14creation. On the death of one of 2 joint tenants, the survivor becomes the sole owner;
15on the death of one of 3 or more joint tenants, the survivors are joint tenants of the
16entire interest, except that if. If a survivor disclaims under s. 701.27 (2) (b) 1. 854.13
17(2) (b)
, the joint tenancy is severed as of the date of death with respect to the
18disclaimed interest.
AB645-ASA1, s. 14 19Section 14. 700.17 (2) (am) of the statutes is created to read:
AB645-ASA1,5,2020 700.17 (2) (am) Survivorship under par. (a) is governed by s. 854.03 (2).
AB645-ASA1, s. 15 21Section 15. 700.17 (2) (b) 1. of the statutes is renumbered 700.17 (2) (b) and
22amended to read:
AB645-ASA1,6,223 700.17 (2) (b) If a joint tenant unlawfully and intentionally kills another joint
24tenant of the same property, the disposition of the deceased joint tenant's interest in
25the
joint tenancy is severed so that the interest of the decedent passes as the

1decedent's property and the killer has no right of survivorship as to that property

2governed by s. 854.14.
AB645-ASA1, s. 16 3Section 16. 700.17 (2) (b) 2. of the statutes is repealed.
AB645-ASA1, s. 17 4Section 17. 700.26 of the statutes is created to read:
AB645-ASA1,6,6 5700.26 Applicability of general transfers at death provisions. Chapter
6854 applies to a transfer at death under an instrument of transfer.
AB645-ASA1, s. 18 7Section 18. 701.115 of the statutes is created to read:
AB645-ASA1,6,13 8701.115 Future interests in revocable trusts. (1) Unless a contrary
9intention is found, if a person has a future interest in property under a revocable
10trust and, under the terms of the trust, the person has the right to possession and
11enjoyment of the property at the grantor's death, the right to possession and
12enjoyment is contingent on the person's surviving the grantor. Extrinsic evidence
13may be used to show contrary intent.
AB645-ASA1,6,14 14(2) Survivorship under sub. (1) is governed by s. 854.03.
AB645-ASA1,6,16 15(3) The rights of the issue of a predeceasing beneficiary under sub. (1) are
16governed by s. 854.06.
AB645-ASA1, s. 19 17Section 19. 701.20 (5) (b) 1. of the statutes is amended to read:
AB645-ASA1,7,218 701.20 (5) (b) 1. To legatees and devisees of specific property other than money,
19the income from the property bequeathed or devised to them less the following
20recurrent and other ordinary expenses attributable to the specific property: property
21taxes (excluding taxes prorated to the date of death), interest (excluding interest
22accrued to the date of death), income taxes (excluding taxes on income in respect of
23a decedent, capital gains and any other income taxes chargeable against principal)
24which accrue during the period of administration, ordinary repairs, and other
25expenses of management and operation of the property. For the purpose of this

1subdivision, property elected by a surviving spouse under s. 861.02 (1) is a bequest
2or devise to the surviving spouse.
AB645-ASA1, s. 20 3Section 20. 701.25 of the statutes is created to read:
AB645-ASA1,7,5 4701.25 Applicability of general transfers at death provisions. Chapter
5854 applies to transfers at death under trust instruments.
AB645-ASA1, s. 21 6Section 21. 701.26 of the statutes is created to read:
AB645-ASA1,7,8 7701.26 Disclaimers of nonprobate transfers at death. A person may
8disclaim, under s. 854.13, any of the following:
AB645-ASA1,7,9 9(1) An interest in a joint tenancy, upon the death of another joint tenant.
AB645-ASA1,7,11 10(2) An interest in survivorship marital property, upon the death of the other
11spouse.
AB645-ASA1,7,13 12(3) An interest that is created by a nontestamentary instrument and
13transferred at death, upon the death that causes the transfer.
AB645-ASA1, s. 22 14Section 22. 701.27 (title) of the statutes is renumbered 854.13 (title) and
15amended to read:
AB645-ASA1,7,17 16854.13 (title) Disclaimer of transfers under nontestamentary
17instruments
.
AB645-ASA1, s. 23 18Section 23. 701.27 (1) (intro.) of the statutes is renumbered 854.13 (1) (intro.).
AB645-ASA1, s. 24 19Section 24. 701.27 (1) (a) of the statutes is renumbered 854.13 (1) (a) and
20amended to read:
AB645-ASA1,7,2321 854.13 (1) (a) "Beneficiary under a nontestamentary governing instrument"
22includes any person who receives or might receive property or an interest in property
23under the terms or legal effect of a nontestamentary governing instrument.
AB645-ASA1, s. 25 24Section 25. 701.27 (1) (b) of the statutes is repealed.
AB645-ASA1, s. 26
1Section 26. 701.27 (1) (c) of the statutes is renumbered 854.13 (1) (c) and
2amended to read:
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