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 of twenty-five FORTY 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 is eighty-five    116          

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 of his THE DECEDENT'S estate to a person who is  122          

named in the will as his THE 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 of his THE 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 this division SECTION, 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 this division SECTION, 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          

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      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