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 oftwenty-fiveFORTY 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. 2 (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 3 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 iseighty-five111 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 ofhisTHE DECEDENT'S estate to a person who is 117 named in the will ashisTHE 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 ofhisTHE 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 4 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 thisdivisionSECTION, 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 thisdivisionSECTION, 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 5 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