As Passed by the House 1 122nd General Assembly 4 Regular Session Am. Sub. H. B. No. 366 5 1997-1998 6 REPRESENTATIVES MOTTL-BOYD-GARCIA-HOOD-VAN VYVEN-HOTTINGER- 8 CALLENDER-BEATTY-BUCHY-JONES-MASON-KASPUTIS-HOUSEHOLDER- 9 WOMER BENJAMIN-SAWYER-BENDER-OPFER-CORBIN-PADGETT-CAREY- 10 LEWIS-WISE-THOMPSON-LOGAN-SUTTON-REID-VERICH-VESPER- 11 GRENDELL-ROMAN-BRADY-OLMAN-HAINES-WINKLER-O'BRIEN-BRADING- 12 FORD-PATTON-HARRIS-SULZER-WESTON-KRUPINSKI-WILSON-METELSKY- 13 TAVARES-MALLORY-SALERNO-FOX-MYERS-BRITTON-CATES 14 16 A B I L L To amend sections 2106.13 and 2113.03 of the Revised 18 Code to increase to $100,000 the maximum value of 20 a decedent's estate that can be relieved from 21 administration if the decedent's surviving spouse 22 is entitled to inherit all assets of the estate 23 under testate or intestate circumstances and to 24 increase to $40,000 the amount of a surviving 25 spouse's and minor children's statutory 26 allowance for support. 27 BE IT ENACTED BY THE GENERAL ASSEMBLY OF THE STATE OF OHIO: 29 Section 1. That sections 2106.13 and 2113.03 of the 31 Revised Code be amended to read as follows: 32 Sec. 2106.13. (A) If a person dies leaving a surviving 41 spouse and no minor children, leaving a surviving spouse and 42 minor children, or leaving minor children and no surviving 43 spouse, the surviving spouse, minor children, or both shall be 44 entitled to receive, subject to division (B) of this section, in 45 money or property the sum oftwenty-fiveFORTY thousand dollars 46 as an allowance for support. If the surviving spouse selected 47 two automobiles under section 2106.18 of the Revised Code, the 48 2 allowance for support prescribed by this section shall be reduced 50 by the appraised value of the automobile having the lower 51 appraised value of the two automobiles so selected. The money or 52 property set off as an allowance FOR SUPPORT shall be considered 53 estate assets. (B) The probate court shall order the distribution of the 55 allowance for support described in division (A) of this section 56 as follows: 57 (1) If the person died leaving a surviving spouse and no 59 minor children, one hundred per cent to the surviving spouse; 60 (2) If the person died leaving a surviving spouse and 62 minor children, and if all of the minor children are the children 63 of the surviving spouse, one hundred per cent to the surviving 64 spouse; 65 (3) If the person died leaving a surviving spouse and 67 minor children, and if not all of the minor children are children 68 of the surviving spouse, in equitable shares, as fixed by the 69 probate court in accordance with this division, to the surviving 70 spouse and the minor children who are not the children of the 71 surviving spouse. In determining equitable shares under this 72 division, the probate court shall do all of the following: 73 (a) Consider the respective needs of the surviving spouse, 75 the minor children who are children of the surviving spouse, and 76 the minor children who are not children of the surviving spouse; 77 (b) Allocate to the surviving spouse, the share that is 79 equitable in light of the needs of the surviving spouse and the 80 minor children who are children of the surviving spouse; 81 (c) Allocate to the minor children who are not children of 83 the surviving spouse, the share that is equitable in light of the 84 needs of those minor children. 85 (4) If the person died leaving minor children and no 87 surviving spouse, in equitable shares, as fixed by the probate 88 court in accordance with this division, to the minor children. In 90 determining equitable shares under this division, the probate 3 court shall consider the respective needs of the minor children 91 and allocate to each minor child the share that is equitable in 92 light of the child's needs. 93 (C) If the surviving spouse selected two automobiles under 95 section 2106.18 of the Revised Code, the probate court, in 96 considering the respective needs of the surviving spouse and the 97 minor children when allocating an allowance for support under 98 division (B)(3) of this section, shall consider the benefit 99 derived by the surviving spouse from the transfer of the automobile having the lower appraised value of the two 100 automobiles so selected. Sec. 2113.03. (A) Subject to division (D) of this 109 section, an estate may be released from administration under 110 division (B) of this section if either of the following applies: 111 (1) The value of the assets of the estate is thirty-five 113 thousand dollars or less. 114 (2) The value of the assets of the estate iseighty-five116 ONE HUNDRED thousand dollars or less and either of the following 117 applies: 118 (a) The decedent devised and bequeathed in a valid will 120 all of the assets ofhisTHE DECEDENT'S estate to a person who is 122 named in the will ashisTHE DECEDENT'S spouse, and the decedent 123 is survived by that person. 124 (b) The decedent is survived by a spouse whose marriage to 126 the decedent was solemnized in a manner consistent with Chapter 127 3101. of the Revised Code or with a similar law of another state 128 or nation, the decedent died without a valid will, and the 129 decedent's surviving spouse is entitled to receive all of the 130 assets ofhisTHE DECEDENT'S estate under section 2105.06 of the 131 Revised Code or by the operation of that section and division 133 (B)(1) or (2) of section 2106.13 of the Revised Code. 134 (B) Upon the application of any interested party, after 136 notice of the filing of the application has been given to the 137 surviving spouse and heirs at law in the manner and for the 138 4 length of time the probate court directs, and after notice to all 139 interested parties by publication in a newspaper of general 140 circulation in the county, unless the notices are waived or found 141 unnecessary, the court, when satisfied that division (A)(1) or 142 (2) of this section is satisfied, may enter an order relieving 143 the estate from administration and directing delivery of personal 144 property and transfer of real estate to the persons entitled to 145 the personal property or real estate. 146 For the purposes of thisdivisionSECTION, the value of an 148 estate that reasonably can be considered to be in an amount 149 specified in division (A)(1) or (2) of this section and that is 150 not composed entirely of money, stocks, bonds, or other property 151 the value of which is readily ascertainable, shall be determined 152 by an appraiser selected by the applicant, subject to the 153 approval of the court. The appraiser's valuation of the property 154 shall be reported to the court in the application to relieve the 155 estate from administration. The appraiser shall be paid in 156 accordance with section 2115.06 of the Revised Code. 157 For the purposes of thisdivisionSECTION, the amount of 159 property to be delivered or transferred to the surviving spouse, 161 minor children, or both, of the decedent as the allowance for 162 support shall be established in accordance with section 2106.13 163 of the Revised Code. 164 When a delivery, sale, or transfer of personal property has 166 been ordered from an estate that has been relieved from 167 administration, the court may appoint a commissioner to execute 168 all necessary instruments of conveyance. The commissioner shall 169 receipt for the property, distribute the proceeds of the 170 conveyance upon court order, and report to the court after 171 distribution. 172 When the decedent died testate, the will shall be presented 174 for probate, and, if admitted to probate, the court may relieve 175 the estate from administration and order distribution of the 176 estate under the will. 177 5 An order of the court relieving an estate from 179 administration shall have the same effect as administration 180 proceedings in freeing land in the hands of an innocent purchaser 181 for value from possible claims of unsecured creditors. 182 (C) Any delivery of personal property or transfer of real 184 estate pursuant to an order relieving an estate from 185 administration is made subject to the limitations pertaining to 186 the claims of creditors set forth in divisions (B) and (C) of 187 section 2117.06 of the Revised Code. 188 (D) The release of an estate from administration under 190 this section does not affect any duty of any person to file an 191 estate tax return and certificate under division (A) of section 192 5731.21 of the Revised Code and does not affect the duties of a 193 probate court set forth in that division. 194 Section 2. That existing sections 2106.13 and 2113.03 of 196 the Revised Code are hereby repealed. 197 Section 3. Sections 2106.13 and 2113.03 of the Revised 199 Code, as amended by this act, apply to the estates of decedents 200 who die on or after the effective date of this act. 201