As Reported by the House Civil and Commercial Law Committee     1            

122nd General Assembly                                             4            

   Regular Session                            Sub. H. B. No. 366   5            

      1997-1998                                                    6            


   REPRESENTATIVES MOTTL-BOYD-GARCIA-HOOD-VAN VYVEN-HOTTINGER-     8            

           CALLENDER-BEATTY-BUCHY-JONES-MASON-KASPUTIS             9            


                                                                   11           

                           A   B I L L                                          

             To amend sections 2106.13 and 2113.03 of the Revised  13           

                Code to increase to $100,000 the maximum value of  15           

                a decedent's estate that can be relieved from      16           

                administration if the decedent's surviving spouse  17           

                is entitled to inherit all assets of the estate    18           

                under testate or intestate circumstances and to    19           

                increase to $40,000 the amount of a surviving      20           

                spouse's and minor children's  statutory           21           

                allowance for  support.                            22           




BE IT ENACTED BY THE GENERAL ASSEMBLY OF THE STATE OF OHIO:        24           

      Section 1.  That sections 2106.13 and 2113.03 of the         26           

Revised Code be amended to read as follows:                        27           

      Sec. 2106.13.  (A)  If a person dies leaving a surviving     36           

spouse and no minor children, leaving a surviving spouse and       37           

minor children, or leaving minor children and no surviving         38           

spouse, the surviving spouse, minor children, or both shall be     39           

entitled to receive, subject to division (B) of this section, in   40           

money or property the sum of twenty-five FORTY thousand dollars    41           

as an allowance for support.  If the surviving spouse selected     42           

two automobiles under section 2106.18 of the Revised Code, the     43           

allowance for support prescribed by this section shall be reduced  45           

by the appraised value of the automobile having the lower          46           

appraised value of the two automobiles so selected.  The money or  47           

property set off as an allowance FOR SUPPORT shall be considered   48           

estate assets.                                                                  

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      (B)  The probate court shall order the distribution of the   50           

allowance for support described in division (A) of this section    51           

as follows:                                                        52           

      (1)  If the person died leaving a surviving spouse and no    54           

minor children, one hundred per cent to the surviving spouse;      55           

      (2)  If the person died leaving a surviving spouse and       57           

minor children, and if all of the minor children are the children  58           

of the surviving spouse, one hundred per cent to the surviving     59           

spouse;                                                            60           

      (3)  If the person died leaving a surviving spouse and       62           

minor children, and if not all of the minor children are children  63           

of the surviving spouse, in equitable shares, as fixed by the      64           

probate court in accordance with this division, to the surviving   65           

spouse and the minor children who are not the children of the      66           

surviving spouse.  In determining equitable shares under this      67           

division, the probate court shall do all of the following:         68           

      (a)  Consider the respective needs of the surviving spouse,  70           

the minor children who are children of the surviving spouse, and   71           

the minor children who are not children of the surviving spouse;   72           

      (b)  Allocate to the surviving spouse, the share that is     74           

equitable in light of the needs of the surviving spouse and the    75           

minor children who are children of the surviving spouse;           76           

      (c)  Allocate to the minor children who are not children of  78           

the surviving spouse, the share that is equitable in light of the  79           

needs of those minor children.                                     80           

      (4)  If the person died leaving minor children and no        82           

surviving spouse, in equitable shares, as fixed by the probate     83           

court in accordance with this division, to the minor children. In  85           

determining equitable shares under this division, the probate                   

court shall consider the respective needs of the minor children    86           

and allocate to each minor child the share that is equitable in    87           

light of the child's needs.                                        88           

      (C)  If the surviving spouse selected two automobiles under  90           

section 2106.18 of the Revised Code, the probate court, in         91           

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considering the respective needs of the surviving spouse and the   92           

minor children when allocating an allowance for support under      93           

division (B)(3) of this section, shall consider the benefit        94           

derived by the surviving spouse from the transfer of the                        

automobile having the lower appraised value of the two             95           

automobiles so selected.                                                        

      Sec. 2113.03.  (A)  Subject to division (D) of this          104          

section, an estate may be released from administration under       105          

division (B) of this section if either of the following applies:   106          

      (1)  The value of the assets of the estate is thirty-five    108          

thousand dollars or less.                                          109          

      (2)  The value of the assets of the estate is eighty-five    111          

ONE-HUNDRED thousand dollars or less and either of the following   112          

applies:                                                           113          

      (a)  The decedent devised and bequeathed in a valid will     115          

all of the assets of his THE DECEDENT'S estate to a person who is  117          

named in the will as his THE DECEDENT'S spouse, and the decedent   118          

is survived by that person.                                        119          

      (b)  The decedent is survived by a spouse whose marriage to  121          

the decedent was solemnized in a manner consistent with Chapter    122          

3101. of the Revised Code or with a similar law of another state   123          

or nation, the decedent died without a valid will, and the         124          

decedent's surviving spouse is entitled to receive all of the      125          

assets of his THE DECEDENT'S estate under section 2105.06 of the   126          

Revised Code or by the operation of that section and division      128          

(B)(1) or (2) of section 2106.13 of the Revised Code.              129          

      (B)  Upon the application of any interested party, after     131          

notice of the filing of the application has been given to the      132          

surviving spouse and heirs at law in the manner and for the        133          

length of time the probate court directs, and after notice to all  134          

interested parties by publication in a newspaper of general        135          

circulation in the county, unless the notices are waived or found  136          

unnecessary, the court, when satisfied that division (A)(1) or     137          

(2) of this section is satisfied, may enter an order relieving     138          

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the estate from administration and directing delivery of personal  139          

property and transfer of real estate to the persons entitled to    140          

the personal property or real estate.                              141          

      For the purposes of this division SECTION, the value of an   143          

estate that reasonably can be considered to be in an amount        144          

specified in division (A)(1) or (2) of this section and that is    145          

not composed entirely of money, stocks, bonds, or other property   146          

the value of which is readily ascertainable, shall be determined   147          

by an appraiser selected by the applicant, subject to the          148          

approval of the court.  The appraiser's valuation of the property  149          

shall be reported to the court in the application to relieve the   150          

estate from administration.  The appraiser shall be paid in        151          

accordance with section 2115.06 of the Revised Code.               152          

      For the purposes of this division SECTION, the amount of     154          

property to be delivered or transferred to the surviving spouse,   156          

minor children, or both, of the decedent as the allowance for      157          

support shall be established in accordance with section 2106.13    158          

of the Revised Code.                                               159          

      When a delivery, sale, or transfer of personal property has  161          

been ordered from an estate that has been relieved from            162          

administration, the court may appoint a commissioner to execute    163          

all necessary instruments of conveyance.  The commissioner shall   164          

receipt for the property, distribute the proceeds of the           165          

conveyance upon court order, and report to the court after         166          

distribution.                                                      167          

      When the decedent died testate, the will shall be presented  169          

for probate, and, if admitted to probate, the court may relieve    170          

the estate from administration and order distribution of the       171          

estate under the will.                                             172          

      An order of the court relieving an estate from               174          

administration shall have the same effect as administration        175          

proceedings in freeing land in the hands of an innocent purchaser  176          

for value from possible claims of unsecured creditors.             177          

      (C)  Any delivery of personal property or transfer of real   179          

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estate pursuant to an order relieving an estate from               180          

administration is made subject to the limitations pertaining to    181          

the claims of creditors set forth in divisions (B) and (C) of      182          

section 2117.06 of the Revised Code.                               183          

      (D)  The release of an estate from administration under      185          

this section does not affect any duty of any person to file an     186          

estate tax return and certificate under division (A) of section    187          

5731.21 of the Revised Code and does not affect the duties of a    188          

probate court set forth in that division.                          189          

      Section 2.  That existing sections 2106.13 and 2113.03 of    191          

the Revised Code are hereby repealed.                              192          

      Section 3.  Sections 2106.13 and 2113.03 of the Revised      194          

Code, as amended by this act, apply to the estates of decedents    195          

who die on or after the effective date of this act.                196