There is a newer version of the California Code
2005 California Probate Code
PROBATE CODE DIVISION 1. PRELIMINARY PROVISIONS AND DEFINITIONS PART 1. PRELIMINARY PROVISIONS .................................... 1-12 PART 2. DEFINITIONS ............................................... 20-88 DIVISION 2. GENERAL PROVISIONS PART 1. EFFECT OF DEATH OF MARRIED PERSON ON COMMUNITY AND QUASI-COMMUNITY PROPERTY ................................. 100-105 PART 2. SURVIVING SPOUSE'S RIGHT IN CALIFORNIA REAL PROPERTY OF NONDOMICILIARY DECEDENT ................................... 120 PART 3. CONTRACTUAL ARRANGEMENTS RELATING TO RIGHTS AT DEATH CHAPTER 1. SURVIVING SPOUSE'S WAIVER OF RIGHTS .................. 140-147 PART 4. ESTABLISHING AND REPORTING FACT OF DEATH CHAPTER 1. PROCEEDINGS TO ESTABLISH DEATH ....................... 200-204 CHAPTER 2. RECORDING EVIDENCE OF DEATH .......................... 210-212 CHAPTER 3. REPORTING FACT OF DEATH .............................. 215-216 PART 5. SIMULTANEOUS DEATH CHAPTER 1. GENERAL PROVISIONS ................................... 220-226 CHAPTER 2. PROCEEDINGS TO DETERMINE SURVIVAL .................... 230-234 PART 6. DISTRIBUTION AMONG HEIRS OR BENEFICIARIES CHAPTER 1. INTESTATE DISTRIBUTION SYSTEM ........................ 240-241 CHAPTER 2. DISTRIBUTION UNDER A WILL, TRUST, OR OTHER INSTRUMENT 245-247 CHAPTER 3. IDENTITY OF HEIRS .................................. 248-249.8 PART 7. EFFECT OF HOMICIDE OR ABUSE OF AN ELDER OR DEPENDENT ADULT 250-259 PART 8. DISCLAIMER OF TESTAMENTARY AND OTHER INTERESTS CHAPTER 1. DEFINITIONS .......................................... 260-267 CHAPTER 2. GENERAL PROVISIONS ................................... 275-288 CHAPTER 3. DISCLAIMERS EFFECTIVE UNDER FEDERAL LAW ............... 295 PART 9. TRUST COMPANY AS FIDUCIARY ............................... 300-301 PART 10. IMMEDIATE STEPS CONCERNING DECEDENT'S TANGIBLE PERSONAL PROPERTY AND SAFE DEPOSIT BOX .................. 330-331 PART 11. FIDUCIARIES' WARTIME SUBSTITUTION LAW CHAPTER 1. GENERAL PROVISIONS Article 1. Short Title and Definitions ......................... 350-356 Article 2. Scope of Part ....................................... 360-361 Article 3. Procedural Provisions ............................... 365-366 CHAPTER 2. APPOINTMENT OF SUBSTITUTE FIDUCIARY .................. 370-374 CHAPTER 3. DELEGATION OF POWERS Article 1. Delegation by Fiduciary ............................. 380-383 Article 2. Delegation by Consultant ............................ 385-388 PART 12. PROBATE REFEREES CHAPTER 1. APPOINTMENT AND REVOCATION ........................... 400-408 CHAPTER 2. POWERS OF PROBATE REFEREE ............................ 450-453 PART 13. LITIGATION INVOLVING DECEDENT CHAPTER 1. LIABILITY OF DECEDENT COVERED BY INSURANCE ........... 550-555 PART 14. APPLICABILITY OF REPEALED OR AMENDED PROVISIONS RELATING TO COMPENSATION OF ESTATE ATTORNEY AND PERSONAL REPRESENTATIVE PART 14. POWERS OF APPOINTMENT CHAPTER 1. GENERAL PROVISIONS ................................... 600-601 CHAPTER 2. DEFINITIONS; CLASSIFICATION OF POWERS OF APPOINTMENT 610-613 CHAPTER 3. CREATION OF POWERS OF APPOINTMENT ..................... 620 CHAPTER 4. EXERCISE OF POWERS OF APPOINTMENT Article 1. Donee's Capacity ..................................... 625 Article 2. Scope of Donee's Authority .......................... 630-635 Article 3. Donee's Required Intent ............................. 640-642 Article 4. Types of Appointments ............................... 650-652 Article 5. Contracts to Appoint; Releases ...................... 660-662 CHAPTER 5. EFFECT OF FAILURE TO MAKE EFFECTIVE APPOINTMENT ...... 670-674 CHAPTER 6. RIGHTS OF CREDITORS .................................. 680-684 CHAPTER 7. RULE AGAINST PERPETUITIES ............................. 690 CHAPTER 8. REVOCABILITY OF CREATION, EXERCISE, OR RELEASE OF POWER OF APPOINTMENT .................................. 695 PART 15. DEPOSIT OF ESTATE PLANNING DOCUMENTS WITH ATTORNEY CHAPTER 1. DEFINITIONS .......................................... 700-704 CHAPTER 2. DUTIES AND LIABILITIES OF ATTORNEY ................... 710-716 CHAPTER 3. TERMINATION OF DEPOSIT Article 1. Termination by Depositor ............................. 720 Article 2. Termination by Attorney ............................. 730-735 PART 16. JURISDICTION ............................................ 800-801 PART 17. LEGAL MENTAL CAPACITY ................................... 810-813 PART 18. RIGHT TO TRIAL ........................................... 825 PART 19. CONVEYANCE OR TRANSFER OF PROPERTY CLAIMED TO BELONG TO DECEDENT OR OTHER PERSON ............................. 850-859 DIVISION 3. GENERAL PROVISIONS OF A PROCEDURAL NATURE PART 1. GENERAL PROVISIONS CHAPTER 1. RULES OF PRACTICE .................................. 1000-1004 CHAPTER 2. PETITIONS AND OTHER PAPERS ......................... 1020-1023 CHAPTER 3. HEARINGS AND ORDERS ................................ 1040-1050 CHAPTER 4. ACCOUNTS ........................................... 1060-1064 PART 2. NOTICES AND CITATIONS CHAPTER 1. GENERAL NOTICE PROVISIONS .......................... 1200-1214 CHAPTER 2. MAILING IN GENERAL ................................. 1215-1217 CHAPTER 3. MAILING NOTICE OF HEARING .......................... 1220-1221 CHAPTER 4. POSTING NOTICE OF HEARING ............................. 1230 CHAPTER 5. CITATIONS .......................................... 1240-1242 CHAPTER 6. REQUEST FOR SPECIAL NOTICE ......................... 1250-1252 CHAPTER 7. PROOF OF GIVING NOTICE ............................. 1260-1265 PART 3. APPEALS CHAPTER 1. GENERAL ............................................ 1300-1304 CHAPTER 2. EFFECT OF AN APPEAL ................................ 1310-1312 DIVISION 4. GUARDIANSHIP, CONSERVATORSHIP, AND OTHER PROTECTIVE PROCEEDINGS PART 1. DEFINITIONS AND GENERAL PROVISIONS CHAPTER 1. SHORT TITLE AND DEFINITIONS ........................ 1400-1446 CHAPTER 2. GENERAL PROVISIONS ................................. 1452-1455 CHAPTER 3. NOTICES ............................................ 1460-1469 CHAPTER 4. APPOINTMENT OF LEGAL COUNSEL ....................... 1470-1472 CHAPTER 5. TRANSITIONAL PROVISIONS ............................ 1488-1490 PART 2. GUARDIANSHIP CHAPTER 1. ESTABLISHMENT OF GUARDIANSHIP Article 1. Nomination of Guardian ............................ 1500-1502 Article 2. Appointment of Guardian Generally ................. 1510-1517 Article 3. Nonrelative Guardianships ......................... 1540-1543 CHAPTER 2. TERMINATION ........................................ 1600-1602 CHAPTER 3. PERMANENT AND STABLE HOME .......................... 1610-1611 PART 3. CONSERVATORSHIP CHAPTER 1. ESTABLISHMENT OF CONSERVATORSHIP Article 1. Persons for Whom Conservator May Be Appointed ..... 1800-1804 Article 2. Order of Preference for Appointment of Conservator ..................................... 1810-1813.1 Article 3. Establishment of Conservatorship .................. 1820-1835 Article 4. Special Provisions Applicable Where Proposed Conservatee Is an Absentee ........................ 1840-1844 Article 5. Special Provisions Applicable Where Proposed Conservatee Is a Missing Person ................. 1845-1849.5 CHAPTER 2. PERIODIC REVIEW OF CONSERVATORSHIP ................. 1850-1853 CHAPTER 3. TERMINATION ........................................ 1860-1865 CHAPTER 4. LEGAL CAPACITY OF CONSERVATEE Article 1. Capacity to Bind or Obligate Conservatorship Estate 1870-1876 Article 2. Capacity to Give Informed Consent for Medical Treatment ......................................... 1880-1898 Article 3. Capacity of Conservatee to Marry .................. 1900-1901 CHAPTER 5. DISQUALIFICATION FROM VOTING .......................... 1910 CHAPTER 6. STERILIZATION ...................................... 1950-1969 PART 4. PROVISIONS COMMON TO GUARDIANSHIP AND CONSERVATORSHIP CHAPTER 1. GENERAL PROVISIONS ................................. 2100-2112 CHAPTER 2. JURISDICTION AND VENUE Article 1. Jurisdiction and Venue ............................ 2200-2203 Article 2. Change of Venue ................................... 2210-2216 CHAPTER 3. TEMPORARY GUARDIANS AND CONSERVATORS ............... 2250-2258 CHAPTER 4. OATH, LETTERS, AND BOND Article 1. Requirement of Oath and Bond ......................... 2300 Article 2. Letters ........................................... 2310-2313 Article 3. Bonds of Guardians and Conservators ............... 2320-2335 Article 4. Registration of Private Professional Conservators and Private Professional Guardians ................ 2340-2344 CHAPTER 5. POWERS AND DUTIES OF GUARDIAN OR CONSERVATOR OF THE PERSON ............................................. 2350-2359 CHAPTER 6. POWERS AND DUTIES OF GUARDIAN OR CONSERVATOR OF THE ESTATE Article 1. Definitions and General Provisions ................ 2400-2408 Article 2. Support and Maintenance of Ward or Conservatee and Dependents ........................................ 2420-2423 Article 3. Payment of Debts and Expenses ..................... 2430-2431 Article 4. Estate Management Powers Generally ................ 2450-2468 Article 5. Compromise of Claims and Actions; Extension, Renewal, or Modification of Obligations ........... 2500-2507 Article 7. Sales ............................................. 2540-2548 Article 8. Notes, Mortgages, Leases, Conveyances, and Exchanges ......................................... 2550-2557 Article 9. Investments and Purchase of Property .............. 2570-2574 Article 10. Substituted Judgment ............................. 2580-2586 Article 11. Independent Exercise of Powers ................... 2590-2595 CHAPTER 7. INVENTORY AND ACCOUNTS Article 1. Definitions and General Provisions ................ 2600-2601 Article 2. Inventory and Appraisal of Estate ................. 2610-2615 Article 2.5. Examination Concerning Assets of Estate ......... 2616-2619 Article 3. Accounts .......................................... 2620-2628 Article 4. Accounts on Termination of Relationship ........... 2630-2633 CHAPTER 8. COMPENSATION OF GUARDIAN, CONSERVATOR, AND ATTORNEY 2640-2646 CHAPTER 9. REMOVAL OR RESIGNATION Article 1. Removal of Guardian or Conservator ................ 2650-2655 Article 2. Resignation of Guardian or Conservator ............ 2660-2662 CHAPTER 9.5. APPOINTMENT OF SUCCESSOR GUARDIAN OR CONSERVATOR Article 1. Appointment of Successor Guardian .................... 2670 Article 2. Appointment of Successor Conservator .............. 2680-2689 CHAPTER 10. REQUESTS FOR SPECIAL NOTICE ....................... 2700-2702 CHAPTER 12. TRANSFER OF PERSONAL PROPERTY OUT OF STATE ........ 2800-2808 CHAPTER 13. STATEWIDE REGISTRY ................................ 2850-2855 CHAPTER 14. NOTIFICATION TO COURT BY INSTITUTIONS ............. 2890-2893 PART 5. PUBLIC GUARDIAN CHAPTER 1. TAKING TEMPORARY POSSESSION OR CONTROL OF PROPERTY 2900-2903 CHAPTER 2. APPOINTMENT OF PUBLIC GUARDIAN ..................... 2920-2922 CHAPTER 3. ADMINISTRATION BY PUBLIC GUARDIAN .................. 2940-2944 CHAPTER 4. FINANCIAL ABUSE OF MENTALLY IMPAIRED ELDERS Article 1. General ........................................... 2950-2951 Article 2. Estate Protection ................................. 2952-2955 PART 6. MANAGEMENT OR DISPOSITION OF COMMUNITY PROPERTY WHERE SPOUSE LACKS LEGAL CAPACITY CHAPTER 1. DEFINITIONS AND GENERAL PROVISIONS Article 1. Definitions ....................................... 3000-3012 Article 2. General Provisions ................................ 3020-3023 CHAPTER 2. MANAGEMENT, CONTROL, AND DISPOSITION Article 1. Management, Control, and Disposition Generally .... 3051-3057 Article 2. Substitute for Joinder or Consent Requirements .... 3070-3074 Article 3. Enforcement of Support of Spouse Who Has Conservator ....................................... 3080-3092 CHAPTER 3. PROCEEDING FOR PARTICULAR TRANSACTION Article 1. General Provisions ................................ 3100-3102 Article 2. Commencement of Proceeding ........................ 3110-3113 Article 3. Petition .......................................... 3120-3123 Article 4. Citation and Notice of Hearing .................... 3130-3131 Article 5. Hearing and Order ................................. 3140-3145 Article 6. Consummation of Transaction ....................... 3150-3154 PART 7. CAPACITY DETERMINATIONS AND HEALTH CARE DECISIONS FOR ADULT WITHOUT CONSERVATOR .............................. 3200-3212 PART 8. OTHER PROTECTIVE PROCEEDINGS CHAPTER 1. GENERAL PROVISIONS ................................. 3300-3303 CHAPTER 2. MONEY OR PROPERTY BELONGING TO MINOR Article 1. Total Estate Not in Excess of $5,000 .............. 3400-3402 Article 2. Property in the Form of Money ..................... 3410-3413 CHAPTER 3. COMPROMISE BY PARENT OF MINOR'S DISPUTED CLAIM ........ 3500 CHAPTER 4. MONEY OR PROPERTY PAID OR DELIVERED PURSUANT TO COMPROMISE OR JUDGMENT FOR MINOR OR INCOMPETENT PERSON Article 1. General Provisions ................................ 3600-3605 Article 2. Disposition of Money or Other Property Where No Guardianship or Conservatorship ................... 3610-3613 CHAPTER 5. PROPERTY OF ABSENT FEDERAL PERSONNEL Article 1. Definitions .......................................... 3700 Article 2. Court Proceeding to Set Aside Personal Property of Absentee .......................................... 3701-3708 Article 3. Management and Disposition of Personal Property of Absentee Without Court Proceeding ................. 3710-3712 Article 4. Absentee's Power of Attorney ...................... 3720-3722 CHAPTER 6. REMOVAL OF PROPERTY OF NONRESIDENT ................. 3800-3803 PART 9. CALIFORNIA UNIFORM TRANSFERS TO MINORS ACT ............. 3900-3925 DIVISION 4.5. POWERS OF ATTORNEY PART 1. DEFINITIONS AND GENERAL PROVISIONS CHAPTER 1. SHORT TITLE AND DEFINITIONS ........................ 4000-4034 CHAPTER 2. GENERAL PROVISIONS ................................. 4050-4054 PART 2. POWERS OF ATTORNEY GENERALLY CHAPTER 1. GENERAL PROVISIONS ................................. 4100-4102 CHAPTER 2. CREATION AND EFFECT OF POWERS OF ATTORNEY .......... 4120-4130 CHAPTER 3. MODIFICATION AND REVOCATION OF POWERS OF ATTORNEY .. 4150-4155 CHAPTER 4. ATTORNEYS-IN-FACT Article 1. Qualifications and Authority of Attorneys-in-Fact 4200-4207 Article 2. Duties of Attorneys-in-Fact ....................... 4230-4238 Article 3. Authority of Attorneys-in-Fact .................... 4260-4266 CHAPTER 5. RELATIONS WITH THIRD PERSONS ....................... 4300-4310 PART 3. UNIFORM STATUTORY FORM POWER OF ATTORNEY CHAPTER 1. GENERAL PROVISIONS ................................. 4400-4409 CHAPTER 2. CONSTRUCTION OF POWERS ............................. 4450-4465 PART 4. JUDICIAL PROCEEDINGS CONCERNING POWERS OF ATTORNEY CHAPTER 1. GENERAL PROVISIONS ................................. 4500-4505 CHAPTER 2. JURISDICTION AND VENUE ............................. 4520-4523 CHAPTER 3. PETITIONS, ORDERS, APPEALS ......................... 4540-4545 DIVISION 4.7. HEALTH CARE DECISIONS PART 1. DEFINITIONS AND GENERAL CHAPTER 1. SHORT TITLE AND DEFINITIONS ........................ 4600-4643 CHAPTER 2. GENERAL PROVISIONS ................................. 4650-4660 CHAPTER 3. TRANSITIONAL PROVISIONS ............................... 4665 PART 2. UNIFORM HEALTH CARE DECISIONS ACT CHAPTER 1. ADVANCE HEALTH CARE DIRECTIVES Article 1. General Provisions ................................ 4670-4678 Article 2. Powers of Attorney for Health Care ................ 4680-4690 Article 3. Revocation of Advance Directives .................. 4695-4698 CHAPTER 2. ADVANCE HEALTH CARE DIRECTIVE FORMS ................ 4700-4701 CHAPTER 3. HEALTH CARE SURROGATES ............................. 4711-4717 CHAPTER 4. DUTIES OF HEALTH CARE PROVIDERS .................... 4730-4736 CHAPTER 5. IMMUNITIES AND LIABILITIES ......................... 4740-4743 PART 3. JUDICIAL PROCEEDINGS CHAPTER 1. GENERAL PROVISIONS ................................. 4750-4755 CHAPTER 2. JURISDICTION AND VENUE ............................. 4760-4763 CHAPTER 3. PETITIONS AND ORDERS ............................... 4765-4771 PART 4. REQUEST TO FORGO RESUSCITATIVE MEASURES ................ 4780-4786 PART 5. ADVANCE HEALTH CARE DIRECTIVE REGISTRY ................. 4800-4806 DIVISION 5. NONPROBATE TRANSFERS PART 1. PROVISIONS RELATING TO EFFECT OF DEATH CHAPTER 1. GENERAL PROVISIONS ................................. 5000-5003 CHAPTER 2. NONPROBATE TRANSFERS OF COMMUNITY PROPERTY Article 1. General Provisions ................................ 5010-5015 Article 2. Consent to Nonprobate Transfer .................... 5020-5023 Article 3. Revocation of Consent ............................. 5030-5032 PART 2. MULTIPLE-PARTY ACCOUNTS CHAPTER 1. SHORT TITLE AND DEFINITIONS Article 1. Short Title .......................................... 5100 Article 2. Definitions ....................................... 5120-5152 CHAPTER 2. GENERAL PROVISIONS ................................. 5201-5205 CHAPTER 3. OWNERSHIP BETWEEN PARTIES AND THEIR CREDITORS AND SUCCESSORS ......................................... 5301-5307 CHAPTER 4. PROTECTION OF FINANCIAL INSTITUTION ................ 5401-5407 PART 3. UNIFORM TOD SECURITY REGISTRATION ACT .................. 5500-5512 PART 4. NONPROBATE TRANSFER TO FORMER SPOUSE ................... 5600-5604 PART 5. GIFTS IN VIEW OF IMPENDING DEATH ....................... 5700-5705 DIVISION 6. WILLS AND INTESTATE SUCCESSION PART 1. WILLS CHAPTER 1. GENERAL PROVISIONS ................................. 6100-6105 CHAPTER 2. EXECUTION OF WILLS ................................. 6110-6113 CHAPTER 3. REVOCATION AND REVIVAL ............................. 6120-6124 CHAPTER 4. REFERENCE TO MATTERS OUTSIDE THE WILL .............. 6130-6131 CHAPTER 6. CALIFORNIA STATUTORY WILL Article 1. Definitions and Rules of Construction ............. 6200-6211 Article 2. General Provisions ................................ 6220-6227 Article 3. Form and Full Text of Clauses ..................... 6240-6243 CHAPTER 7. UNIFORM TESTAMENTARY ADDITIONS TO TRUSTS ACT ....... 6300-6303 CHAPTER 8. NONPROBATE TRANSFER TO TRUSTEE NAMED IN DECEDENT'S WILL ............................................... 6320-6330 CHAPTER 9. DEVISE SUBJECT TO CALIFORNIA UNIFORM TRANSFERS TO MINORS ACT ......................................... 6341-6349 CHAPTER 11. UNIFORM INTERNATIONAL WILLS ACT ................... 6380-6390 PART 2. INTESTATE SUCCESSION CHAPTER 1. INTESTATE SUCCESSION GENERALLY ..................... 6400-6414 CHAPTER 2. PARENT AND CHILD RELATIONSHIP ...................... 6450-6455 PART 3. FAMILY PROTECTION CHAPTER 1. TEMPORARY POSSESSION OF FAMILY DWELLING AND EXEMPT PROPERTY ........................................... 6500-6501 CHAPTER 2. SETTING ASIDE EXEMPT PROPERTY OTHER THAN FAMILY DWELLING ........................................... 6510-6511 CHAPTER 3. SETTING ASIDE PROBATE HOMESTEAD .................... 6520-6528 CHAPTER 4. FAMILY ALLOWANCE ................................... 6540-6545 CHAPTER 6. SMALL ESTATE SET-ASIDE ............................. 6600-6615 PART 4. ESCHEAT OF DECEDENT'S PROPERTY ......................... 6800-6806 DIVISION 7. ADMINISTRATION OF ESTATES OF DECEDENTS PART 1. GENERAL PROVISIONS CHAPTER 1. PASSAGE OF DECEDENT'S PROPERTY ..................... 7000-7001 CHAPTER 2. JURISDICTION AND COURTS Article 1. Jurisdiction and Venue ............................ 7050-7052 Article 2. Disqualification of Judge ............................ 7060 Article 3. Transfer of Proceedings ........................... 7070-7072 CHAPTER 3. RULES OF PROCEDURE Article 1. Trial by Jury Article 2. New Trials ........................................... 7220 Article 3.5. Judgments and Orders ............................... 7250 Article 4. Orders and Transactions Affecting Property ........ 7260-7263 Article 5. United States as Interested Person ................... 7280 CHAPTER 4. PUBLIC ADMINISTRATORS Article 1. Taking Temporary Possession or Control of Property 7600-7604 Article 2. Appointment as Personal Representative ............ 7620-7624 Article 3. Deposit of Money of Estate ........................ 7640-7644 Article 4. Summary Disposition of Small Estates .............. 7660-7666 PART 2. OPENING ESTATE ADMINISTRATION CHAPTER 1. COMMENCEMENT OF PROCEEDINGS ........................ 8000-8007 CHAPTER 2. NOTICE OF HEARING Article 1. Contents ............................................. 8100 Article 2. Service of Notice of Hearing ...................... 8110-8113 Article 3. Publication ....................................... 8120-8125 CHAPTER 3. PROBATE OF WILL Article 1. Production of Will ................................ 8200-8203 Article 2. Proof of Will ..................................... 8220-8226 Article 3. Contest of Will ................................... 8250-8254 Article 4. Revocation of Probate ............................. 8270-8272 CHAPTER 4. APPOINTMENT OF PERSONAL REPRESENTATIVE Article 1. General Provisions ................................ 8400-8405 Article 2. Executors ......................................... 8420-8425 Article 3. Administrators With the Will Annexed .............. 8440-8442 Article 4. Administrators .................................... 8460-8469 Article 5. Bond .............................................. 8480-8488 Article 6. Removal From Office ............................... 8500-8505 Article 7. Changes in Administration ......................... 8520-8525 Article 8. Special Administrators ............................ 8540-8547 Article 9. Nonresident Personal Representative ............... 8570-8577 PART 3. INVENTORY AND APPRAISAL CHAPTER 1. GENERAL PROVISIONS ................................. 8800-8804 CHAPTER 2. INVENTORY Article 1. General Provisions ................................ 8850-8852 Article 2. Discovery of Property of Decedent ................. 8870-8873 CHAPTER 3. APPRAISAL Article 1. Procedure ......................................... 8900-8909 Article 2. Designation and Removal of Probate Referee ........ 8920-8924 Article 3. Time for Probate Referee Appraisal ................ 8940-8941 Article 4. Commission and Expenses of Probate Referee ........ 8960-8964 Article 5. Transitional Provision ............................... 8980 PART 4. CREDITOR CLAIMS CHAPTER 1. GENERAL PROVISIONS ................................. 9000-9004 CHAPTER 2. NOTICE TO CREDITORS ................................ 9050-9054 CHAPTER 3. TIME FOR FILING CLAIMS ............................. 9100-9104 CHAPTER 4. FILING OF CLAIMS ................................... 9150-9154 CHAPTER 5. CLAIMS BY PUBLIC ENTITIES .......................... 9200-9205 CHAPTER 6. ALLOWANCE AND REJECTION OF CLAIMS .................. 9250-9256 CHAPTER 7. CLAIMS ESTABLISHED BY JUDGMENT ..................... 9300-9304 CHAPTER 8. CLAIMS IN LITIGATION Article 1. Claim Where No Pending Action or Proceeding ....... 9350-9354 Article 2. Claim Where Action or Proceeding Pending ............. 9370 Article 3. Litigation Where No Claim Required ................ 9390-9392 Article 4. Transitional Provision ............................... 9399 PART 5. ESTATE MANAGEMENT CHAPTER 1. GENERAL PROVISIONS Article 1. Duties and Liabilities of Personal Representative 9600-9606 Article 2. Court Supervision ................................. 9610-9614 Article 3. Summary Determination of Disputes ................. 9620-9621 Article 4. Joint Personal Representatives .................... 9630-9631 Article 5. Independent Administration ........................... 9640 Article 6. Transitional Provision ............................... 9645 CHAPTER 2. ESTATE MANAGEMENT GENERALLY ........................ 9650-9657 CHAPTER 3. DEPOSIT OF MONEY AND PERSONAL PROPERTY WITH FINANCIAL INSTITUTIONS ............................. 9700-9705 CHAPTER 4. INVESTMENTS AND PURCHASE OF PROPERTY ............... 9730-9737 CHAPTER 5. OPERATION OF DECEDENT'S BUSINESS ................... 9760-9764 CHAPTER 6. ABANDONMENT OF TANGIBLE PERSONAL PROPERTY .......... 9780-9788 CHAPTER 7. BORROWING, REFINANCING, AND ENCUMBERING PROPERTY ... 9800-9807 CHAPTER 8. ACTIONS AND PROCEEDINGS BY OR AGAINST PERSONAL REPRESENTATIVE ..................................... 9820-9823 CHAPTER 9. COMPROMISE OF CLAIMS AND ACTIONS; EXTENSION, RENEWAL, OR MODIFICATION OF OBLIGATIONS ............ 9830-9839 CHAPTER 10. ACCEPTANCE OF DEED IN LIEU OF FORECLOSURE OR TRUSTEE'S SALE; GRANT OF PARTIAL SATISFACTION OR PARTIAL RECONVEYANCE .............................. 9850-9851 CHAPTER 12. PURCHASE OF CLAIMS OR ESTATE PROPERTY BY PERSONAL REPRESENTATIVE OR PERSONAL REPRESENTATIVE'S ATTORNEY .......................................... 9880-9885 CHAPTER 13. DEDICATION OR CONVEYANCE TO GOVERNMENTAL ENTITY; EASEMENTS AND ACCESS RIGHTS ....................... 9900-9901 CHAPTER 14. EXCHANGE OF PROPERTY .............................. 9920-9923 CHAPTER 15. LEASES ............................................ 9940-9948 CHAPTER 16. GRANTING OPTION TO PURCHASE REAL PROPERTY ......... 9960-9966 CHAPTER 17. OPTION TO PURCHASE GIVEN IN WILL .................. 9980-9983 CHAPTER 18. SALES Article 1. General Provisions .............................. 10000-10006 Article 2. Contract With Agent, Broker, or Auctioneer ...... 10150-10151 Article 3. Compensation of Agent, Broker, or Auctioneer .... 10160-10168 Article 4. Special Provisions Applicable to Particular Types of Property ............................... 10200-10207 Article 5. Sale of Personal Property ....................... 10250-10264 Article 6. Sale of Real Property ........................... 10300-10316 Article 7. Vacating Sale for Purchaser's Default; Liability of Defaulting Purchaser for Damages ............. 10350-10351 Article 8. Application of Sale Proceeds of Encumbered Property; Sale to Lienholder ................... 10360-10363 Article 9. Damages and Recovery of Property ................ 10380-10382 PART 6. INDEPENDENT ADMINISTRATION OF ESTATES CHAPTER 1. GENERAL PROVISIONS ............................... 10400-10406 CHAPTER 2. GRANTING OR REVOKING INDEPENDENT ADMINISTRATION AUTHORITY ........................................ 10450-10454 CHAPTER 3. ADMINISTRATION UNDER INDEPENDENT ADMINISTRATION AUTHORITY Article 1. General Provisions .............................. 10500-10503 Article 2. Powers Exercisable Only After Giving Notice of Proposed Action ................................. 10510-10520 Article 3. Powers the Exercise of Which Requires Giving of Notice of Proposed Action Under Some Circumstances ................................... 10530-10538 Article 4. Powers Exercisable Without Giving Notice of Proposed Action ................................. 10550-10565 CHAPTER 4. NOTICE OF PROPOSED ACTION PROCEDURE .............. 10580-10592 PART 7. COMPENSATION OF PERSONAL REPRESENTATIVE AND ATTORNEY FOR THE PERSONAL REPRESENTATIVE CHAPTER 1. AMOUNT OF COMPENSATION Article 1. Compensation of Personal Representative ......... 10800-10805 Article 2. Compensation of Attorney For the Personal Representative .................................. 10810-10814 CHAPTER 2. ALLOWANCE OF COMPENSATION BY COURT ............... 10830-10832 CHAPTER 3. APPLICATION OF PART ................................... 10850 PART 8. ACCOUNTS CHAPTER 1. GENERAL PROVISIONS ............................... 10900-10902 CHAPTER 2. WHEN ACCOUNT REQUIRED ............................ 10950-10954 CHAPTER 3. SETTLEMENT OF ACCOUNT ............................ 11000-11005 CHAPTER 4. COMPELLING ACCOUNT ............................... 11050-11052 PART 9. PAYMENT OF DEBTS CHAPTER 1. DEFINITIONS AND PRELIMINARY PROVISIONS Article 1. Definitions ..................................... 11400-11402 Article 2. Proceedings Commenced Before July 1, 1988 ............ 11405 CHAPTER 2. GENERAL PROVISIONS ............................... 11420-11429 CHAPTER 3. ALLOCATION OF DEBTS BETWEEN ESTATE AND SURVIVING SPOUSE ........................................... 11440-11446 CHAPTER 4. DEBTS THAT ARE CONTINGENT, DISPUTED, OR NOT DUE .. 11460-11467 PART 10. DISTRIBUTION OF ESTATE CHAPTER 1. ORDER FOR DISTRIBUTION Article 1. General Provisions .............................. 11600-11605 Article 2. Preliminary Distribution ........................ 11620-11624 Article 3. Final Distribution .............................. 11640-11642 CHAPTER 2. DETERMINATION OF PERSONS ENTITLED TO DISTRIBUTION 11700-11705 CHAPTER 3. DISTRIBUTION OF PROPERTY IN ESTATE ............... 11750-11754 CHAPTER 4. DECEASED DISTRIBUTEE ............................. 11801-11802 CHAPTER 5. DEPOSIT WITH COUNTY TREASURER .................... 11850-11854 CHAPTER 6. DISTRIBUTION TO STATE ............................ 11900-11904 CHAPTER 7. PARTITION OR ALLOTMENT OF PROPERTY ............... 11950-11956 CHAPTER 8. INTEREST AND INCOME ACCRUING DURING ADMINISTRATION 12000-12007 PART 11. CLOSING ESTATE ADMINISTRATION CHAPTER 1. TIME FOR CLOSING ESTATE .......................... 12200-12206 CHAPTER 2. DISCHARGE OF PERSONAL REPRESENTATIVE ............. 12250-12252 PART 12. ADMINISTRATION OF ESTATES OF MISSING PERSONS PRESUMED DEAD ....................................... 12400-12408 PART 13. NONDOMICILIARY DECEDENTS CHAPTER 1. DEFINITIONS ...................................... 12500-12507 CHAPTER 2. ANCILLARY ADMINISTRATION Article 1. Opening Ancillary Administration ................ 12510-12513 Article 2. Probate of Nondomiciliary Decedent's Will Admitted to Probate in Sister State or Foreign Nation .................................. 12520-12524 Article 3. Application of General Provisions .................... 12530 Article 4. Distribution of Property to Sister State Personal Representative ......................... 12540-12542 CHAPTER 3. COLLECTION OF PERSONAL PROPERTY OF SMALL ESTATE BY SISTER STATE PERSONAL REPRESENTATIVE WITHOUT ANCILLARY ADMINISTRATION ......................... 12570-12573 CHAPTER 4. JURISDICTION OVER FOREIGN PERSONAL REPRESENTATIVE ................................... 12590-12591 DIVISION 8. DISPOSITION OF ESTATE WITHOUT ADMINISTRATION PART 1. COLLECTION OR TRANSFER OF SMALL ESTATE WITHOUT ADMINISTRATION CHAPTER 1. DEFINITIONS ...................................... 13000-13007 CHAPTER 2. GENERAL PROVISIONS ............................... 13050-13054 CHAPTER 3. AFFIDAVIT PROCEDURE FOR COLLECTION OR TRANSFER OF PERSONAL PROPERTY ................................ 13100-13116 CHAPTER 4. COURT ORDER DETERMINING SUCCESSION TO PROPERTY ... 13150-13158 CHAPTER 5. AFFIDAVIT PROCEDURE FOR REAL PROPERTY OF SMALL VALUE ............................................ 13200-13210 PART 2. PASSAGE OF PROPERTY TO SURVIVING SPOUSE WITHOUT ADMINISTRATION CHAPTER 1. GENERAL PROVISIONS ............................... 13500-13506 CHAPTER 2. RIGHT OF SURVIVING SPOUSE TO DISPOSE OF PROPERTY 13540-13545 CHAPTER 3. LIABILITY FOR DEBTS OF DECEASED SPOUSE ........... 13550-13554 CHAPTER 3.5. LIABILITY FOR DECEDENT'S PROPERTY .............. 13560-13564 CHAPTER 4. COLLECTION BY AFFIDAVIT OF COMPENSATION OWED TO DECEASED SPOUSE .................................. 13600-13606 CHAPTER 5. DETERMINATION OR CONFIRMATION OF PROPERTY PASSING OR BELONGING TO SURVIVING SPOUSE ................. 13650-13660 DIVISION 9. TRUST LAW PART 1. GENERAL PROVISIONS ................................... 15000-15004 PART 2. CREATION, VALIDITY, MODIFICATION, AND TERMINATION OF TRUSTS CHAPTER 1. CREATION AND VALIDITY OF TRUSTS .................. 15200-15212 CHAPTER 2. RESTRICTIONS ON VOLUNTARY AND INVOLUNTARY TRANSFERS ........................................ 15300-15309 CHAPTER 3. MODIFICATION AND TERMINATION OF TRUSTS ........... 15400-15414 PART 3. TRUSTEES AND BENEFICIARIES CHAPTER 1. TRUSTEES Article 1. General Provisions .............................. 15600-15604 Article 2. Cotrustees ...................................... 15620-15622 Article 3. Resignation and Removal of Trustees ............. 15640-15645 Article 4. Appointment of Trustees ....................... 15660-15660.5 Article 5. Compensation and Indemnification of Trustees .... 15680-15688 CHAPTER 2. BENEFICIARIES .................................... 15800-15805 PART 4. TRUST ADMINISTRATION CHAPTER 1. DUTIES OF TRUSTEES Article 1. Trustee's Duties in General ..................... 16000-16015 Article 2. Trustee's Standard of Care ...................... 16040-16042 Article 2.5. Uniform Prudent Investor Act .................. 16045-16054 Article 3. Trustee's Duty to Report Information and Account to Beneficiaries ................................ 16060-16064 Article 4. Duties With Regard to Discretionary Powers ...... 16080-16082 Article 5. Duties of Trustees of Private Foundations, Charitable Trusts, and Split-Interest Trusts .... 16100-16105 CHAPTER 2. POWERS OF TRUSTEES Article 1. General Provisions .............................. 16200-16203 Article 2. Specific Powers of Trustees ..................... 16220-16249 CHAPTER 3. UNIFORM PRINCIPAL AND INCOME ACT Article 1. Short Title and Definitions ..................... 16320-16328 Article 2. General Provisions and Fiduciary Duties ......... 16335-16339 Article 3. Decedent's Estate or Terminating Income Interest 16340-16341 Article 4. Apportionment at Beginning and End of Income Interest ........................................ 16345-16347 Article 5.1. Allocation of Receipts During Administration of Trust: Receipts From Entities ............. 16350-16352 Article 5.2. Allocation of Receipts During Administration of Trust: Receipts Not Normally Apportioned .. 16355-16358 Article 5.3. Allocation of Receipts During Administration of Trust: Receipts Normally Apportioned ...... 16360-16367 Article 6. Allocation of Disbursements During Administration of Trust ......................... 16370-16375 CHAPTER 4. LIABILITY OF TRUSTEES TO BENEFICIARIES Article 1. Liability for Breach of Trust ................... 16400-16403 Article 2. Remedies for Breach of Trust .................... 16420-16421 Article 3. Measure of Liability for Breach of Trust ........ 16440-16442 Article 4. Limitations and Exculpation ..................... 16460-16465 CHAPTER 5. NOTICE OF PROPOSED ACTION BY TRUSTEE ............. 16500-16504 PART 5. JUDICIAL PROCEEDINGS CONCERNING TRUSTS CHAPTER 1. JURISDICTION AND VENUE ........................... 17000-17006 CHAPTER 2. NOTICE ........................................... 17100-17105 CHAPTER 3. PROCEEDINGS CONCERNING TRUSTS .................... 17200-17211 CHAPTER 4. TESTAMENTARY TRUSTS SUBJECT TO CONTINUING COURT JURISDICTION Article 1. Administration of Testamentary Trusts Subject to Continuing Court Jurisdiction ................... 17300-17304 Article 2. Removal of Trusts From Continuing Court Jurisdiction .................................... 17350-17354 CHAPTER 5. TRANSFER OF TRUST TO ANOTHER JURISDICTION ........ 17400-17405 CHAPTER 6. TRANSFER OF TRUST FROM ANOTHER JURISDICTION ...... 17450-17457 PART 6. RIGHTS OF THIRD PERSONS CHAPTER 1. LIABILITY OF TRUSTEE TO THIRD PERSONS ............ 18000-18005 CHAPTER 2. PROTECTION OF THIRD PERSONS ...................... 18100-18108 CHAPTER 3. RIGHTS OF CREDITORS OF SETTLOR ................... 18200-18201 PART 7. UNIFORM MANAGEMENT OF INSTITUTIONAL FUNDS ACT ........ 18500-18509 PART 8. PAYMENT OF CLAIMS, DEBTS, AND EXPENSES FROM REVOCABLE TRUST OF DECEASED SETTLOR CHAPTER 1. GENERAL PROVISIONS ............................... 19000-19012 CHAPTER 2. PETITION FOR APPROVAL AND SETTLEMENT OF CLAIMS AGAINST DECEASED SETTLOR ......................... 19020-19030 CHAPTER 3. PUBLICATION OF NOTICE ............................ 19040-19041 CHAPTER 4. ACTUAL NOTICE TO CREDITORS ....................... 19050-19054 CHAPTER 5. TIME FOR FILING CLAIMS ........................... 19100-19104 CHAPTER 6. FILING OF CLAIMS ................................. 19150-19154 CHAPTER 7. CLAIMS BY PUBLIC ENTITIES ........................ 19200-19205 CHAPTER 8. ALLOWANCE AND REJECTION OF CLAIMS ................ 19250-19255 CHAPTER 9. CLAIMS ESTABLISHED BY JUDGMENT ................... 19300-19304 CHAPTER 10. ALLOCATION OF DEBTS BETWEEN TRUST AND SURVIVING SPOUSE .......................................... 19320-19326 CHAPTER 11. LIABILITY OF SETTLOR'S SURVIVING SPOUSE .............. 19330 CHAPTER 12. DISTRIBUTEE LIABILITY ........................... 19400-19403 DIVISION 10. PRORATION OF TAXES CHAPTER 1. PRORATION OF ESTATE TAXES Article 1. General Provisions ............................... 20100-20101 Article 2. Proration ........................................ 20110-20117 Article 3. Judicial Proceedings ............................. 20120-20125 CHAPTER 2. PRORATION OF TAXES ON GENERATION-SKIPPING TRANSFER Article 1. General Provisions ............................... 20200-20201 Article 2. Proration ........................................ 20210-20215 Article 3. Judicial Proceedings ............................. 20220-20225 DIVISION 11. CONSTRUCTION OF WILLS, TRUSTS, AND OTHER INSTRUMENTS PART 1. RULES FOR INTERPRETATION OF INSTRUMENTS CHAPTER 1. GENERAL PROVISIONS ............................... 21101-21118 CHAPTER 2. ASCERTAINING MEANING OF LANGUAGE USED IN THE INSTRUMENT ....................................... 21120-21122 CHAPTER 3. EXONERATION; ADEMPTION ........................... 21131-21139 CHAPTER 4. EFFECTIVE DATES ....................................... 21140 PART 2. PERPETUITIES CHAPTER 1. UNIFORM STATUTORY RULE AGAINST PERPETUITIES Article 1. General Provisions .............................. 21200-21202 Article 2. Statutory Rule Against Perpetuities ............. 21205-21209 Article 3. Time of Creation of Interest .................... 21210-21212 Article 4. Reformation .......................................... 21220 Article 5. Exclusions from Statutory Rule Against Perpetuities .. 21225 CHAPTER 2. RELATED PROVISIONS ............................... 21230-21231 PART 3. NO CONTEST CLAUSE CHAPTER 1. GENERAL PROVISIONS ............................... 21300-21308 CHAPTER 2. DECLARATORY RELIEF ............................... 21320-21322 PART 3.5. LIMITATIONS ON TRANSFERS TO DRAFTERS AND OTHERS .... 21350-21356 PART 4. ABATEMENT ............................................ 21400-21406 PART 5. COMPLIANCE WITH INTERNAL REVENUE CODE CHAPTER 1. GENERAL PROVISIONS ............................... 21500-21503 CHAPTER 2. MARITAL DEDUCTION GIFTS .......................... 21520-21526 CHAPTER 3. CHARITABLE GIFTS ................................. 21540-21541 PART 6. FAMILY PROTECTION: OMITTED SPOUSES AND CHILDREN CHAPTER 1. GENERAL PROVISIONS ............................... 21600-21601 CHAPTER 2. OMITTED SPOUSES .................................. 21610-21612 CHAPTER 3. OMITTED CHILDREN ................................. 21620-21623 CHAPTER 4. APPLICABILITY ......................................... 21630 PART 7. CONTRACTS REGARDING TESTAMENTARY OR INTESTATE SUCCESSION .. 21700
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