SB368,66,1614
(c) The express terms of a contract relating to the division of the decedent's and
15former spouse's property made between the decedent and the former spouse before
16or after the marriage or the divorce, annulment or similar event provide otherwise.
SB368,66,1717
(d) The divorce, annulment or similar event is nullified.
SB368,66,1818
(e) The decedent and the former spouse have remarried.
SB368,66,2019
(f) There is a finding of the decedent's contrary intent. Extrinsic evidence may
20be used to construe that intent.
SB368,66,23
21(6) Revocation of nontestamentary provision in marital property agreement. 22The effect of a judgment of annulment, divorce or legal separation on marital
23property agreements under s. 766.58 is governed by s. 767.266 (1).
SB368,67,4
24854.18 Order in which assets apportioned; abatement. (1) (a) Except as
25provided in sub. (3) or in connection with the share of the surviving spouse who elects
1to take an elective share in deferred marital property under s. 861.02, a spouse who
2takes under s. 853.11 (2) or a child who takes under s. 853.25, shares of distributees
3abate, without any preference or priority as between real and personal property, in
4the following order:
SB368,67,55
1. If the governing instrument is a will, property subject to intestacy.
SB368,67,66
2. Residuary transfers or devises under the governing instrument.
SB368,67,77
3. General transfers or devises under the governing instrument.
SB368,67,88
4. Specific transfers or devises under the governing instrument.
SB368,67,129
(b) For purposes of abatement, a general transfer or devise charged on any
10specific property or fund is a specific transfer to the extent of the value of the property
11on which it is charged, and upon the failure or insufficiency of the property on which
12it is charged, it is a general transfer to the extent of the failure or insufficiency.
SB368,67,15
13(2) (a) Abatement within each classification is in proportion to the amount of
14property that each of the beneficiaries would have received if full distribution of the
15property had been made in accordance with the terms of the governing instrument.
SB368,67,1816
(b) If the subject of a preferred transfer is sold or used incident to
17administration of an estate, abatement shall be achieved by appropriate
18adjustments in, or contribution from, other interests in the remaining assets.
SB368,67,22
19(3) If the governing instrument expresses an order of abatement, or if the
20decedent's estate plan or the express or implied purpose of the transfer would be
21defeated by the order of abatement under sub. (1), the shares of the distributees
22abate as necessary to give effect to the intention of the transferor.
SB368,68,2
23854.19 Penalty clause for contest. A provision in a governing instrument
24that prescribes a penalty against an interested person for contesting the governing
25instrument or instituting other proceedings relating to the governing instrument
1may not be enforced if the court determines that the interested person had probable
2cause for instituting the proceedings.
SB368,68,3
3854.20 Status of adopted persons.
SB368,68,7
4(3) Sequential adoption. Subject to sub. (4), if an adoptive parent dies or his
5or her parental rights are terminated in a legal proceeding and the adopted child is
6subsequently adopted by another person, the former adoptive parent is considered
7to be a birth parent for purposes of this section.
SB368,68,9
8(4) Applicability. Subsections (1), (2) and (3) apply only if at least one of the
9following applies:
SB368,68,1010
(a) The decedent or transferor is the adoptive parent or adopted child.
SB368,68,1111
(b) The adopted person was a minor at the time of adoption.
SB368,68,1312
(c) The adopted person was raised as a member of the household by the adoptive
13parent from the child's 15th birthday or before.
SB368,68,16
14(5) Contrary intent. This section does not apply if the transfer is made under
15a governing instrument and there is a finding of contrary intent of the person who
16executed the instrument. Extrinsic evidence may be used to construe that intent.
SB368,68,23
17854.21 Persons included in family groups or classes. (1) Adopted
18persons. (a) Except as provided in par. (b) or sub. (7), a gift of property by a governing
19instrument to a class of persons described as issue, lawful issue, children,
20grandchildren, descendants, heirs, heirs of the body, next of kin, distributees or the
21like includes a person adopted by a person whose birth child would be a member of
22the class, and issue of the adopted person, if the conditions for membership in the
23class are otherwise satisfied and any of the following applies:
SB368,68,2424
1. The transferor is the adoptive parent or adopted child.
SB368,68,2525
2. The adopted person was a minor at the time of adoption.
SB368,69,2
13. The adopted person was raised as a member of the household by the adoptive
2parent from the child's 15th birthday or before.
SB368,69,53
(b) Except as provided in sub. (7), a gift under par. (a) excludes a birth child and
4his or her issue otherwise within the class if the birth child has been adopted and
5would cease to be a child of the birth parent under s. 854.20 (2).
SB368,69,8
6(2) Individuals born to unmarried parents. (a) Subject to par. (b) and sub. (7),
7individuals born to unmarried parents are included in class gifts and other terms of
8relationship in accordance with s. 852.05.
SB368,69,149
(b) In addition to the requirements of par. (a) and subject to the provisions of
10sub. (7), in construing a disposition by a transferor who is not the birth parent, an
11individual born to unmarried parents is not considered to be the child of a birth
12parent unless that individual lived while a minor as a regular member of the
13household of that birth parent or of that birth parent's parent, brother, sister, spouse
14or surviving spouse.