LRBa1900/1
FFK:amn
2017 - 2018 LEGISLATURE
SENATE AMENDMENT 2,
TO SENATE BILL 507
January 29, 2018 - Offered by Senator Olsen.
SB507-SA2,1,11 At the locations indicated, amend the bill as follows:
SB507-SA2,1,2 21. Page 7, line 17: after that line insert:
SB507-SA2,1,4 3 Section 13d. 867.03 (1h) of the statutes, as created by 2017 Wisconsin Act 90,
4is amended to read:
SB507-SA2,1,135 867.03 (1h) Exception for real property. A person named in the will as
6personal representative may not receive any real property of the decedent by
7providing an affidavit under sub. (1g) or have any evidence of interest, obligation to,
8or right of the decedent in any real property of the decedent transferred to the person
9named in the will as personal representative by providing an affidavit under sub.
10(1g). This subsection does not apply to a person named in the will to act as personal
11representative if the person is also an heir of the decedent, a trustee of a revocable
12trust created by the decedent, or a person who was guardian of the decedent at the
13time of the decedent's death.
SB507-SA2,13g
1Section 13g. 867.03 (1j) of the statutes, as created by 2017 Wisconsin Act 90,
2is renumbered 867.03 (1j) (a) and amended to read:
SB507-SA2,2,113 867.03 (1j) (a) A Subject to par. (b), a person who receives an affidavit under
4sub. (1g) from a person named in the will to act as personal representative may not
5transfer any money due the decedent, the property of the decedent, or any evidence
6of interest, obligation to, or right of the decedent to the affiant until 30 days after the
7day on which the affidavit is received. This paragraph does not apply to an affidavit
8under sub. (1g) received from a person named in the will to act as personal
9representative if the person is also an heir of the decedent, a trustee of a revocable
10trust created by the decedent, or a person who was guardian of the decedent at the
11time of the decedent's death.
SB507-SA2,2,17 12(b) If, during the 30-day period under par. (a), the person who received the
13affidavit under par. (a) receives an affidavit under sub. (1g) for the same decedent
14from another person, the person who received the affidavits may not transfer any
15money due the decedent, the property of the decedent, or any evidence of interest,
16obligation to, or right of the decedent under this section unless ordered to do so by
17a court.
SB507-SA2,2,19 18(c) Subsection (2) does not apply to a transfer if the transferor did not comply
19with this subsection.”.
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