AB645,5,65 48.92 (3) Rights of inheritance by, from and through an adopted child are
6governed by s. 851.51 ss. 854.20 and 854.21.
AB645, s. 3 7Section 3. 146.34 (1) (j) of the statutes is amended to read:
AB645,5,118 146.34 (1) (j) "Relative" means a parent, grandparent, stepparent, brother,
9sister, first cousin, nephew or niece; or uncle or aunt within the 3rd degree of kinship
10as computed under s. 852.03 (2), 1995 stats. This relationship may be by
11consanguinity or direct affinity.
AB645, s. 4 12Section 4. 157.061 (7) of the statutes is amended to read:
AB645,5,1513 157.061 (7) "Family member" means a spouse or an individual related by blood,
14marriage or adoption within the 3rd degree of kinship as computed under s. 852.03
15(2), 1995 stats.
AB645, s. 5 16Section 5. 178.21 (3) (e) of the statutes is amended to read:
AB645,5,1917 178.21 (3) (e) A partner's right in specific partnership property is not subject
18to elective rights under s. 861.02 (1) or 861.03 of a surviving spouse or to allowances
19to a surviving spouse, heirs, or next of kin.
AB645, s. 6 20Section 6. 242.01 (11) of the statutes is amended to read:
AB645,6,4
1242.01 (11) "Relative" means an individual related by consanguinity within the
23rd degree of kinship as computed under s. 852.03 (2), 1995 stats., a spouse or an
3individual related to a spouse within the 3rd degree as so computed, and includes an
4individual in an adoptive relationship within the 3rd degree.
AB645, s. 7 5Section 7. 252.15 (1) (eg) of the statutes is amended to read:
AB645,6,96 252.15 (1) (eg) "Relative" means a spouse, parent, grandparent, stepparent,
7brother, sister, first cousin, nephew or niece; or uncle or aunt within the 3rd degree
8of kinship as computed under s. 852.03 (2), 1995 stats. This relationship may be by
9consanguinity or direct affinity.
AB645, s. 8 10Section 8. 615.03 (1) (c) of the statutes is amended to read:
AB645,6,1311 615.03 (1) (c) A natural person who issues such an annuity to a relative by blood
12or marriage within the third 3rd degree of kinship as computed according to s. 852.03
13(2), 1995 stats.
AB645, s. 9 14Section 9. 632.485 of the statutes is repealed.
AB645, s. 10 15Section 10. 632.695 of the statutes is created to read:
AB645,6,17 16632.695 Applicability of general transfers at death provisions. Chapter
17854 applies to transfers at death under life insurance policies and annuities.
AB645, s. 11 18Section 11. 700.11 of the statutes is repealed and recreated to read:
AB645,6,25 19700.11 Interests in "heirs" and the like. (1) If a statute or governing
20instrument, as defined in s. 854.01, specifies that property is to be distributed to, or
21a future interest is to be created in, a designated individual's "heirs", "heirs at law",
22"next of kin", "relatives" or "family" or a term that has a similar meaning, or if a class
23gift in favor of "descendants", "issue" or "heirs of the body" does not specify the
24manner in which the property is to be distributed among the class members, the
25property is distributed according to s. 854.22.
AB645,7,2
1(2) The common law doctrine of worthier title is abolished under s. 854.22 (3).
2Situations in which the doctrine may have applied are governed by s. 854.22 (1).
AB645, s. 12 3Section 12. 700.12 of the statutes is repealed and recreated to read:
AB645,7,6 4700.12 After-born persons included in class gift. With respect to
5membership in a class under a class gift, the status of a person who was born after
6the membership in the class was determined is governed by s. 854.21 (5).
AB645, s. 13 7Section 13. 700.17 (2) (a) of the statutes is amended to read:
AB645,7,148 700.17 (2) (a) Each of 2 or more joint tenants has an equal interest in the whole
9property for the duration of the tenancy, irrespective of unequal contributions at its
10creation. On the death of one of 2 joint tenants, the survivor becomes the sole owner;
11on the death of one of 3 or more joint tenants, the survivors are joint tenants of the
12entire interest, except that if a survivor disclaims under s. 701.27 (2) (b) 1. 854.13 (2)
13(b)
, the joint tenancy is severed as of the date of death with respect to the disclaimed
14interest.
AB645, s. 14 15Section 14. 700.17 (2) (am) of the statutes is created to read:
AB645,7,1616 700.17 (2) (am) Survivorship under par. (a) is governed by s. 854.03 (2).
AB645, s. 15 17Section 15. 700.17 (2) (b) 1. of the statutes is renumbered 700.17 (2) (b) and
18amended to read:
AB645,7,2319 700.17 (2) (b) If a joint tenant unlawfully and intentionally kills another joint
20tenant of the same property, the disposition of the deceased joint tenant's interest in
21the
joint tenancy is severed so that the interest of the decedent passes as the
22decedent's property and the killer has no right of survivorship as to that property

23governed by s. 854.14.
AB645, s. 16 24Section 16. 700.17 (2) (b) 2. of the statutes is repealed.
AB645, s. 17 25Section 17. 700.26 of the statutes is created to read:
AB645,8,2
1700.26 Applicability of general transfers at death provisions. Chapter
2854 applies to a transfer at death under an instrument of transfer.
AB645, s. 18 3Section 18. 701.115 of the statutes is created to read:
AB645,8,9 4701.115 Future interests in revocable trusts. (1) Unless a contrary
5intention is found, if a person has a future interest in property under a revocable
6trust and, under the terms of the trust, the person has the right to possession and
7enjoyment of the property at the grantor's death, the right to possession and
8enjoyment is contingent on the person's surviving the grantor. Extrinsic evidence
9may be used to show contrary intent.
AB645,8,10 10(2) Survivorship under sub. (1) is governed by s. 854.03.
AB645,8,12 11(3) The rights of the issue of a predeceasing beneficiary under sub. (1) are
12governed by s. 854.06.
AB645, s. 19 13Section 19. 701.20 (5) (b) 1. of the statutes is amended to read:
AB645,8,2314 701.20 (5) (b) 1. To legatees and devisees of specific property other than money,
15the income from the property bequeathed or devised to them less the following
16recurrent and other ordinary expenses attributable to the specific property: property
17taxes (excluding taxes prorated to the date of death), interest (excluding interest
18accrued to the date of death), income taxes (excluding taxes on income in respect of
19a decedent, capital gains and any other income taxes chargeable against principal)
20which accrue during the period of administration, ordinary repairs, and other
21expenses of management and operation of the property. For the purpose of this
22subdivision, property elected by a surviving spouse under s. 861.02 (1) is a bequest
23or devise to the surviving spouse.
AB645, s. 20 24Section 20. 701.25 of the statutes is created to read:
AB645,9,2
1701.25 Applicability of general transfers at death provisions. Chapter
2854 applies to transfers at death under trust instruments.
AB645, s. 21 3Section 21. 701.26 of the statutes is created to read:
AB645,9,5 4701.26 Disclaimers of transfers at death. A person may disclaim, under
5s. 854.13, any of the following:
AB645,9,6 6(1) An interest in a joint tenancy, upon the death of another joint tenant.
AB645,9,8 7(2) An interest in survivorship marital property, upon the death of the other
8spouse.
AB645,9,10 9(3) An interest that is created by a nontestamentary instrument and
10transferred at death, upon the death that causes the transfer.
AB645, s. 22 11Section 22. 701.27 (title) of the statutes is renumbered 854.13 (title) and
12amended to read:
AB645,9,14 13854.13 (title) Disclaimer of transfers under nontestamentary
14instruments
.
AB645, s. 23 15Section 23. 701.27 (1) (intro.) of the statutes is renumbered 854.13 (1) (intro.).
AB645, s. 24 16Section 24. 701.27 (1) (a) of the statutes is renumbered 854.13 (1) (a) and
17amended to read:
AB645,9,2018 854.13 (1) (a) "Beneficiary under a nontestamentary governing instrument"
19includes any person who receives or might receive property or an interest in property
20under the terms or legal effect of a nontestamentary governing instrument.
AB645, s. 25 21Section 25. 701.27 (1) (b) of the statutes is repealed.
AB645, s. 26 22Section 26. 701.27 (1) (c) of the statutes is renumbered 854.13 (1) (c) and
23amended to read:
AB645,9,2424 854.13 (1) (c) "Power" has the meaning designated given in s. 702.01 (4).
AB645, s. 27 25Section 27. 701.27 (1) (d) of the statutes is repealed.
AB645, s. 28
1Section 28. 701.27 (2) (title) of the statutes is renumbered 854.13 (2) (title).
AB645, s. 29 2Section 29. 701.27 (2) (a) of the statutes is renumbered 854.13 (2) (a) and
3amended to read:
AB645,10,124 854.13 (2) (a) In general. A person who is a an heir, recipient of property or
5beneficiary under a nontestamentary governing instrument, person succeeding to a
6disclaimed interest created by a nontestamentary instrument,
donee of a power
7created by nontestamentary a governing instrument, appointee under a power
8exercised by nontestamentary a governing instrument or, taker in default under a
9power created by nontestamentary a governing instrument, or person succeeding to
10disclaimed property
may disclaim any property or interest in property, including
11contingent or future interests or the right to receive discretionary distributions, by
12delivering a written instrument of disclaimer under this section.
AB645, s. 30 13Section 30. 701.27 (2) (b) (title) of the statutes is renumbered 854.13 (2) (b)
14(title).
AB645, s. 31 15Section 31. 701.27 (2) (b) 1. of the statutes is renumbered 854.13 (2) (b) and
16amended to read:
AB645,10,2217 854.13 (2) (b) Upon the death of a joint tenant that occurs on or after June 7,
181996
, a surviving joint tenant may disclaim any property or interest in property that
19would otherwise accrue to him or her by right of survivorship and that is the subject
20of the joint tenancy. A surviving joint tenant may disclaim the entire interest if he
21or she fulfills the requirements under section 2518 of the internal revenue code
by
22delivering a written instrument of disclaimer under this section
.
AB645, s. 32 23Section 32. 701.27 (2) (b) 2. of the statutes is repealed.
AB645, s. 33 24Section 33. 701.27 (2) (bm) of the statutes is renumbered 854.13 (2) (c).
AB645, s. 34
1Section 34. 701.27 (2) (c) of the statutes is renumbered 854.13 (2) (d) and
2amended to read:
AB645,11,73 854.13 (2) (d) Partial disclaimer. Property may be disclaimed in whole or in
4part, except that a partial disclaimer of property passing by nontestamentary a
5governing
instrument or by the exercise of a power may not be made if partial
6disclaimer is expressly prohibited by the governing instrument or by the instrument
7exercising the power.
AB645, s. 35 8Section 35. 701.27 (2) (d) of the statutes is renumbered 854.13 (2) (e).
AB645, s. 36 9Section 36. 701.27 (2) (e) of the statutes is renumbered 854.13 (2) (h) and
10amended to read:
AB645,11,1611 854.13 (2) (h) After death. A person's right to disclaim survives the person's
12death and may be exercised by the person's personal representative or special
13administrator upon receiving approval from the court having jurisdiction of the
14person's estate after hearing upon notice to all interested persons interested in the
15disclaimed property,
if the personal representative or special administrator has not
16taken any action which would bar the right to disclaim under sub. (7) (11).
AB645, s. 37 17Section 37. 701.27 (3) (title) of the statutes is renumbered 854.13 (3) (title).
AB645, s. 38 18Section 38. 701.27 (3) (a) (intro.) of the statutes is renumbered 854.13 (3)
19(intro.) and amended to read:
AB645,11,2020 854.13 (3) (intro.) The instrument of disclaimer shall do all of the following:
AB645, s. 39 21Section 39. 701.27 (3) (a) 1. of the statutes is renumbered 854.13 (3) (a) and
22amended to read:
AB645,11,2323 854.13 (3) (a) Describe the property or interest disclaimed;.
AB645, s. 40 24Section 40. 701.27 (3) (a) 2. of the statutes is renumbered 854.13 (3) (b) and
25amended to read:
AB645,12,1
1854.13 (3) (b) Declare the disclaimer and the extent of the disclaimer;.
AB645, s. 41 2Section 41. 701.27 (3) (a) 3. of the statutes is renumbered 854.13 (3) (c) and
3amended to read:
AB645,12,44 854.13 (3) (c) Be signed by the disclaimant; and.
AB645, s. 42 5Section 42. 701.27 (3) (a) 4. of the statutes is renumbered 854.13 (3) (d).
AB645, s. 43 6Section 43. 701.27 (3) (b) of the statutes is repealed.
AB645, s. 44 7Section 44. 701.27 (4) (title) of the statutes is renumbered 854.13 (4) (title).
AB645, s. 45 8Section 45. 701.27 (4) (a) of the statutes is renumbered 854.13 (4) (a) and
9amended to read:
AB645,12,1810 854.13 (4) (a) (title) Disclaiming a present Present interest. An instrument
11disclaiming a present interest shall be executed and delivered not later than 9
12months after the effective date of the nontestamentary transfer under the governing
13instrument, except that, for cause shown, the period may be extended by a court of
14competent jurisdiction, either within or after the 9-month period, for such additional
15time as the court deems considers just. The effective date of a revocable instrument
16or contract is the date on which the person having the power to revoke no longer has
17the power to revoke it or to transfer to himself, herself or another person the
18equitable ownership of the property or interest which is the subject of the disclaimer.
AB645, s. 46 19Section 46. 701.27 (4) (b) of the statutes is renumbered 854.13 (4) (b) and
20amended to read:
AB645,13,221 854.13 (4) (b) (title) Disclaiming a future Future interest. An instrument
22disclaiming a future interest shall be executed and delivered not later than 9 months
23after the event that determines that the taker of the property or interest is finally
24ascertained and his or her interest indefeasibly fixed, except that, for cause shown,

1the period may be extended by a court of competent jurisdiction, either within or after
2the 9-month period, for such additional time as the court deems considers just.
AB645, s. 47 3Section 47. 701.27 (4) (c) of the statutes is renumbered 854.13 (4) (c).
AB645, s. 48 4Section 48. 701.27 (4) (d) of the statutes is renumbered 854.13 (4) (d).
AB645, s. 49 5Section 49. 701.27 (4) (e) of the statutes is renumbered 854.13 (4) (e) and
6amended to read:
AB645,13,127 854.13 (4) (e) Interests arising by disclaimer. Notwithstanding pars. (a) and (b),
8a person whose interest in property arises by disclaimer or by default of exercise of
9a power created by nontestamentary a governing instrument may disclaim at any
10time not later than 9 months after the day on which the prior instrument of
11disclaimer is delivered, or the date of death of the donee of the power, as the case may
12be
.
AB645, s. 50 13Section 50. 701.27 (5) of the statutes is renumbered 854.13 (5), and 854.13 (5)
14(a) (intro.), 1. and 2., as renumbered, are amended to read:
AB645,13,1815 854.13 (5) (a) Delivery. (intro.) In addition to any requirements imposed by the
16creating governing instrument, the instrument of disclaimer is effective only if,
17within the time specified under sub. (4), it is delivered to and received by any of the
18following
:
AB645,13,1919 1. The transferor of the property or interest disclaimed, if living;.
AB645,13,2120 2. The personal representative or special administrator of the deceased
21transferor of the property; or.
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