AB1038, s. 212
3Section
212. 861.31 (4) (a) of the statutes is amended to read:
AB1038,64,54
861.31
(4) (a) Any entitlement of the surviving spouse under s.
853.11 (2) 5853.12.
AB1038, s. 213
6Section
213. 861.33 (title) of the statutes is amended to read:
AB1038,64,7
7861.33 (title)
Selection of personalty by surviving spouse or children.
AB1038, s. 214
8Section
214. 861.33 (1) (a) (intro.) of the statutes is amended to read:
AB1038,64,139
861.33
(1) (a) (intro.) Subject to this section, in addition to all allowances and
10distributions, the surviving spouse
, or if there is no surviving spouse the decedent's
11children, may file with the court a written selection of the following personal
12property, which shall
thereupon then be transferred to the spouse
or children by the
13personal representative:
AB1038, s. 215
14Section
215. 861.33 (1) (b) of the statutes is amended to read:
AB1038,64,2015
861.33
(1) (b) The selection in par. (a) may not include items specifically
16bequeathed except that the surviving spouse
or children may in every case select the
17normal household furniture, furnishings
, and appliances necessary to maintain the
18home. For this purpose antiques, family heirlooms
, and collections
which that are
19specifically bequeathed are not classifiable as normal household furniture or
20furnishings.
AB1038, s. 216
21Section
216. 861.33 (1) (c) of the statutes is repealed.
AB1038, s. 217
22Section
217. 861.33 (2) of the statutes is amended to read:
AB1038,65,323
861.33
(2) If it appears that claims may not be paid in full, the court may
, upon
24petition of any creditor
, limit the transfer of personalty to the spouse
or children 25under this section to items not exceeding $5,000 in aggregate inventory value until
1such time as the claims are paid in full or the court otherwise orders
;, or the court
2may require the spouse
or children to retransfer property in excess of $5,000 or, at
3the option of the spouse
or children, pay the excess in value over this amount.
AB1038, s. 218
4Section
218. 861.33 (3) of the statutes is amended to read:
AB1038,65,95
861.33
(3) The surviving spouse
or children may select items not specifically
6bequeathed of the type specified under sub. (1) (a) 4. exceeding in value the $3,000
7limit or obtain the transfer of items exceeding the limit set by the court under sub.
8(2), by paying to the personal representative the excess of inventory value over the
9respective limit.
AB1038, s. 219
10Section
219. 861.33 (4) of the statutes is amended to read:
AB1038,65,1611
861.33
(4) Subject to sub. (1) (c), the The personal representative has power,
12without court order, to execute appropriate documents to effect transfer of title to any
13personal property
selected by the spouse
or children selects under this section. A
14person may not question the validity of the documents of transfer or refuse to
15accomplish the transfer on the grounds that the personal representative is also the
16surviving spouse
or the only child of the decedent.
AB1038, s. 220
17Section
220. 861.35 (title) of the statutes is amended to read:
AB1038,65,19
18861.35 (title)
Special allowance for support of spouse and support and
19education of dependent minor children.
AB1038, s. 221
20Section
221. 861.35 (1c) of the statutes is repealed.
AB1038, s. 222
21Section
222. 861.35 (1m) (intro.) of the statutes is amended to read:
AB1038,66,422
861.35
(1m) (intro.) If the decedent is survived by a spouse or by
minor 23children, the court may order an allowance for the support and education of each
24dependent minor child
until he or she reaches a specified age, not to exceed 18, and
25for the support of the spouse. This allowance may be made whether the estate is
1testate or intestate. If the decedent is not survived by a spouse, the court also may
2allot directly to
any of the dependent the minor children household furniture,
3furnishings
, and appliances.
No
The court may not order an allowance
may be made 4under this section if any of the following
apply
applies:
AB1038, s. 223
5Section
223. 861.35 (1m) (a) of the statutes is amended to read:
AB1038,66,96
861.35
(1m) (a) The decedent has amply provided for each
minor child and for
7the spouse by the
terms of his or her will and the estate is sufficient to carry out the
8terms after payment of all debts and expenses transfer of probate or nonprobate
9assets, or support and education have been provided for by any other means.
AB1038, s. 224
10Section
224. 861.35 (1m) (b) of the statutes is amended to read:
AB1038,66,1311
861.35
(1m) (b) In the case of
dependent minor children,
if the surviving spouse
12is legally responsible for support and education and has ample means to provide
13them in addition to his or her own support.
AB1038, s. 225
14Section
225. 861.35 (1m) (c) of the statutes is amended to read:
AB1038,66,1615
861.35
(1m) (c) In the case of the surviving spouse,
if he or she has ample means
16to provide for his or her support.
AB1038, s. 226
17Section
226. 861.35 (2) of the statutes is amended to read:
AB1038,66,2518
861.35
(2) The court may set aside property to provide an allowance and may
19appoint a trustee to administer the property, subject to the continuing jurisdiction
20of the court. If
a child dies or reaches the age of 18, or if at any time the property held
21by the trustee is no longer required for the support of the spouse or the support and
22education of
any dependent the minor child, any remaining property is to be
23distributed by the trustee as
directed by the court
orders in accordance with the
24terms of the decedent's will or to the heirs of the decedent in intestacy or to satisfy
25unpaid claims of the decedent's estate.
AB1038, s. 227
1Section
227. 861.35 (3) (a) of the statutes is amended to read:
AB1038,67,42
861.35
(3) (a) The effect on claims under s. 859.25. The court shall balance the
3needs of the spouse or
dependent minor children against the nature of the creditors'
4claims in setting the amount allowed under this section.
AB1038, s. 228
5Section
228. 861.35 (4) (intro.) of the statutes is amended to read:
AB1038,67,86
861.35
(4) (intro.) The court may
direct order that the allowance to the
7surviving spouse, not including any allowance for the support and education of
8dependent minor children, be applied in satisfaction of any of the following:
AB1038, s. 229
9Section
229. 861.35 (4) (a) of the statutes is amended to read:
AB1038,67,1110
861.35
(4) (a) Any entitlement of the surviving spouse under s.
853.11 (2) 11853.12.
AB1038, s. 230
12Section
230. 863.08 of the statutes is amended to read:
AB1038,67,16
13863.08 Exchange by distributee and surviving spouse. In its final
14judgment or other order, the court shall assign items to the surviving spouse and
15distributee to conform with the exchange under s.
857.03 (2) 766.31 (3) (b) to the
16extent that the court approved the exchange.
AB1038, s. 231
17Section
231. 863.15 of the statutes is amended to read:
AB1038,67,24
18863.15 Right of retention
Debts to estate. When If a distributee of an estate
19is indebted to the estate, the
amount of the indebtedness if due, or the present worth
20of the indebtedness, if not due, shall be treated as an offset by the personal
21representative against property of the estate to which the distributee is entitled. In
22contesting the offset the distributee shall have the benefit of any defense which
23would be available to the distributee in a direct proceeding by the personal
24representative for the recovery treatment of the debt
is governed by s. 854.12.
AB1038, s. 232
25Section
232. 865.07 (1) (d) of the statutes is amended to read:
AB1038,68,5
1865.07
(1) (d) The decedent died intestate or testate
, and
, if testate, whether
2the original will is in the possession of the court or accompanies the application
and, 3contains an attestation clause showing compliance with the requirements of
4execution under s. 853.03 or 853.05
or includes an affidavit in substantially the form
5under s. 853.04 (1) or (2), and does not expressly prohibit informal administration;
AB1038, s. 233
6Section
233. 867.01 (3) (am) 2. of the statutes is amended to read:
AB1038,68,137
867.01
(3) (am) 2. A detailed statement of
all property
in which the decedent
8had an interest, property over which the decedent had a power of appointment,
9benefits payable on the decedent's death under annuities or under a retirement plan,
10life insurance, joint and life tenancies, gifts made in contemplation of death or taking
11effect upon death or made within 2 years prior to death and any other property that
12may be subject to death taxes as a result of the decedent's death
subject to
13administration, including any encumbrance, lien, or other charge upon each item.
AB1038, s. 234
14Section
234. 867.02 (2) (am) 3. of the statutes is amended to read:
AB1038,68,2115
867.02
(2) (am) 3. A detailed statement of
all property
in which the decedent
16had an interest, property over which the decedent had a power of appointment,
17benefits payable on decedent's death under annuities or under a retirement plan, life
18insurance, joint and life tenancies, gifts made in contemplation of death or taking
19effect upon death or made within 2 years prior to death and any other property which
20may be subject to death tax as a result of decedent's death subject to administration,
21including any encumbrance, lien, or other charge upon each item.
AB1038, s. 235
22Section
235. 867.03 (1g) (intro.) of the statutes is amended to read:
AB1038,69,923
867.03
(1g) Generally. (intro.) When a decedent leaves
solely owned property
24subject to administration in this state which does not exceed
$20,000 $50,000 in
25value, any heir of the decedent
, trustee of a revocable trust created by the decedent,
1or person who was guardian of the decedent at the time of the decedent's death may
2collect any money due the decedent, receive the property of the decedent
, and have
3any evidence of interest, obligation to
, or right of the decedent transferred to the
4affiant if the heir
, trustee, or guardian provides to the person owing the money,
5having custody of the property
, or acting as registrar or transfer agent of the
6evidences of interest, obligation to
, or right, or, if the property is an interest in or lien
7on real property, provides to the register of deeds preliminary to the recording
8required under sub. (2m), proof of prior mailed notice under sub. (1m) if applicable
9and an affidavit in duplicate showing all of the following:
AB1038, s. 236
10Section
236. 867.03 (1g) (b) of the statutes is amended to read:
AB1038,69,1211
867.03
(1g) (b) The total value of the decedent's property
subject to
12administration in this state at the date of decedent's death.
AB1038, s. 237
13Section
237. 867.03 (1m) (a) of the statutes is amended to read:
AB1038,69,2414
867.03
(1m) (a) Whenever an heir
, trustee, or person who was guardian of the
15decedent at the time of the decedent's death intends to transfer a decedent's property
16by affidavit under sub. (1g) and the decedent or the decedent's spouse ever received
17the family care benefit under s. 46.286, medical assistance under subch. IV of ch. 49,
18long-term community support services funded under s. 46.27 (7) or aid under s.
1949.68, 49.683 or 49.685, the heir
, trustee, or person who was guardian of the decedent
20at the time of the decedent's death shall give notice to the department of health and
21family services of his or her intent. The notice shall include the information in the
22affidavit under sub. (1g) and the heir
, trustee, or person who was guardian of the
23decedent at the time of the decedent's death shall give the notice by certified mail,
24return receipt requested.
AB1038, s. 238
25Section
238. 867.03 (1m) (b) of the statutes is amended to read:
AB1038,70,9
1867.03
(1m) (b) An heir
, trustee, or person who was guardian of the decedent
2at the time of the decedent's death who files an affidavit under sub. (1g) that states
3that the decedent or the decedent's spouse received the family care benefit under s.
446.286, medical assistance under subch. IV of ch. 49, long-term community support
5services funded under s. 46.27 (7)
, or aid under s. 49.68, 49.683
, or 49.685 shall attach
6to the affidavit the proof of mail delivery of the notice required under par. (a) showing
7a delivery date that is not less than 10 days before the day on which the heir
, trustee, 8or person who was guardian of the decedent at the time of the decedent's death files
9the affidavit.
AB1038, s. 239
10Section
239. 867.03 (2) of the statutes is amended to read:
AB1038,70,1511
867.03
(2) Release of liability of transferor. Upon the transfer to the heir
,
12trustee, or person who was guardian of the decedent at the time of the decedent's
13death furnishing the affidavit with an attached proof of mail delivery if required
14under sub. (1m) (b), the transferor is released to the same extent as if the transfer
15had been made to the personal representative of the estate of the decedent.
AB1038, s. 240
16Section
240. 867.03 (2g) of the statutes is created to read:
AB1038,71,217
867.03
(2g) Obligation of affiant. By accepting the decedent's property under
18this section the heir, trustee, or guardian assumes a duty to apply the property
19transferred for the payment of obligations according to priorities established under
20s. 859.25 and to distribute any balance to those persons designated in the
21appropriate governing instrument, as defined in s. 854.01, of the decedent or if there
22is no governing instrument, according to the rules of intestate succession under ch.
23852. An heir or guardian may publish a notice to creditors in the same manner and
24with the same effect as a trustee under s. 701.065. This subsection does not prohibit
1any appropriate person from requesting administration of the decedent's estate
2under s. 856.07 or ch. 865.
AB1038, s. 241
3Section
241. 867.035 (1) (a) 4. of the statutes is amended to read:
AB1038,71,64
867.035
(1) (a) 4. The value of the
solely owned property
subject to
5administration in this state left by the decedent, after payment of burial costs, does
6not exceed the amount under s. 867.03 (1g) (intro.).
AB1038, s. 242
7Section
242. 867.045 (1) (intro.) of the statutes is amended to read:
AB1038,71,188
867.045
(1) (intro.) Upon the death of any person having an interest as a joint
9tenant or life tenant in any real property or in the vendor's interest in a land contract
10or a mortgagee's interest in a mortgage,
the surviving joint tenant or remainderman 11any person interested in the property may obtain evidence of the termination of that
12interest of the decedent by providing to the register of deeds of the county in which
13such property is located a certified copy of the death certificate for the decedent and
14by providing, on applications supplied by the register of deeds for that purpose, the
15name and address of the decedent and of the surviving joint tenant or
remainderman
16and remainder beneficiary, the date of the decedent's death
, and the applicant's
17interest in the property. The
surviving joint tenant or remainderman applicant shall
18provide to the register of deeds the following information:
AB1038, s. 243
19Section
243. 867.045 (2) of the statutes is amended to read:
AB1038,71,2320
867.045
(2) The register of deeds or other person authorized under s. 706.06
21or 706.07 shall complete a statement at the foot of the application, declaring that the
22surviving joint tenant or remainderman applicant appeared before him or her and
23verified, under oath, the correctness of the information required by sub. (1).
AB1038, s. 244
24Section
244. 867.045 (4) of the statutes is amended to read:
AB1038,72,7
1867.045
(4) Upon the recording, the application shall be presumed to be
2evidence of the facts recited and shall terminate the joint tenancy or life estate, all
3with the same force and effect as if issued by the court assigned to exercise probate
4jurisdiction for the county of domicile of the decedent under s. 867.04. This
5application shall not constitute evidence of payment of any death tax which may be
6due, the payment for which shall remain an obligation of the surviving joint tenant
7or
remainderman remainder beneficiary.
AB1038, s. 245
8Section
245. 867.046 (1m) of the statutes is amended to read:
AB1038,73,29
867.046
(1m) Upon death; generally. If a domiciliary of this state dies who
10immediately prior to death had an interest in property in this state, including an
11interest in survivorship marital property
or an interest in property passing under s.
12705.20 (1), or if a person not domiciled in this state dies having an interest in property
13in this state, including an interest in survivorship marital property
or an interest in
14property passing under s. 705.20 (1), upon petition of the decedent's spouse
or upon
15petition of, a beneficiary of a marital property agreement
, or a beneficiary of a
16transfer under s. 705.20 (1) to the court of the county of domicile of the decedent or,
17if the decedent was not domiciled in this state, of any county where the property is
18situated, the court shall issue a certificate under the seal of the court. The certificate
19shall set forth the fact of the death of the decedent, the termination or transfer of the
20decedent's interest in the property, the interest of the petitioner in the property and
21any other facts essential to a determination of the rights of persons interested. The
22certificate is prima facie evidence of the facts recited, and if the certificate relates to
23an interest in real property or to a debt secured by an interest in real property, the
24petitioner shall record a certified copy or duplicate original of the certificate in the
1office of the register of deeds in each county in this state in which the real property
2is located.
AB1038, s. 246
3Section
246. 867.046 (2) (intro.) of the statutes is amended to read:
AB1038,73,144
867.046
(2) Upon death; interest in property. (intro.) As an alternative to sub.
5(1m), upon the death of any person having an interest in any real property, a vendor's
6interest in a land contract, an interest in a savings or checking account, an interest
7in a security
or, a mortgagee's interest in a mortgage,
or an interest in property
8passing under s. 705.20 (1), including an interest in survivorship marital property,
9the decedent's spouse
or, a beneficiary of a marital property agreement
, or a
10beneficiary of a transfer under s. 705.20 (1) may obtain evidence of the termination
11of that interest of the decedent and confirmation of the petitioner's interest in the
12property by providing to the register of deeds of the county in which the property is
13located the certified death certificate for the decedent and, on applications supplied
14by the register of deeds for that purpose, all of the following information:
AB1038, s. 247
15Section
247. 867.046 (2) (k) of the statutes is created to read:
AB1038,73,1716
867.046
(2) (k) In the case of a transfer under s. 705.20 (1), except as described
17in par. (i) or (j), a copy of the document described in s. 705.20 (1).
AB1038, s. 248
18Section
248. 879.09 of the statutes is amended to read:
AB1038,74,3
19879.09 Notice requirement satisfied by waiver of notice. Persons who
20are not minors or incompetent, on behalf of themselves, and appointed guardians ad
21litem and guardians of the estate on behalf of themselves and those whom they
22represent, may in writing waive the service of notice upon them and consent to the
23hearing of any matter without notice
except that guardians ad litem cannot waive
24the notice of a hearing to prove a will or for administration on behalf of those whom
25they represent. An attorney, or attorney-in-fact, for a person in the military service
1may waive notice on behalf of himself or herself but cannot waive notice on behalf
2of the person in the military service. Waiver of notice by any person is equivalent to
3timely service of notice.
AB1038, s. 249
4Section
249. 880.61 (11m) of the statutes is created to read:
AB1038,74,75
880.61
(11m) "Qualified minor's trust" means any trust, including a trust
6created by the custodian, that satisfies the requirements of section
2503 (c) of the
7Internal Revenue Code and the regulations implementing that section.
AB1038, s. 250
8Section
250. 880.675 (1m) of the statutes is created to read:
AB1038,74,119
880.675
(1m) At any time a custodian may transfer part or all of the custodial
10property to a qualified minor's trust without a court order. Such a transfer
11terminates the custodianship to the extent of the transfer.
AB1038,74,1613[
1997 Wisconsin Act 188] Section 233 (1) This act first applies to
transfers
14relating to deaths occurring on January 1, 1999, except
with respect to irrevocable 15that this act does not apply to transfers under governing instruments
executed that
16were irrevocable before that date.
AB1038,74,2518
(1) The treatment of sections 852.12, 854.12, 861.31 (1c), (1m), (2), and (4)
19(intro.) and (a), 861.33 (1) (a) (intro.), (b), and (c), (2), (3), and (4), 861.35 (1c), (1m)
20(intro.), (a), (b), and (c), (2), (3) (a), and (4) (intro.) and (a), and 863.15 of the statutes,
21the renumbering and amendment of section 854.08 (5) of the statutes, and the
22creation of sections 852.01 (1) (a) 2. b. and 854.08 (5) (a) and (d) of the statutes first
23apply to transfers related to deaths occurring on the effective date of this subsection
24but do not apply to transfers under governing instruments that were irrevocable
25before that date.
AB1038,75,5
1(2) The treatment of sections 705.06 (1) (c), 705.27, and 705.28 of the statutes,
2the renumbering and amendment of section 705.04 (2) of the statutes, and the
3creation of section 705.04 (2) (a), (d), (e), (f), and (g) of the statutes first apply to
4contracts entered into on the first day of the 4th month beginning after the effective
5date of this subsection.