As Reported by the Senate Judiciary Committee            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           

                       SENATORS CUPP-LATTA                         15           


                                                                   17           

                           A   B I L L                                          

             To amend sections 2106.13 and 2113.03 of the Revised  19           

                Code to increase to $100,000 the maximum value of  21           

                a decedent's estate that can be relieved from      22           

                administration if the decedent's surviving spouse  23           

                is entitled to inherit all assets of the estate    24           

                under testate or intestate circumstances and to    25           

                increase to $40,000 the amount of a surviving      26           

                spouse's and minor children's  statutory           27           

                allowance for  support.                            28           




BE IT ENACTED BY THE GENERAL ASSEMBLY OF THE STATE OF OHIO:        30           

      Section 1.  That sections 2106.13 and 2113.03 of the         32           

Revised Code be amended to read as follows:                        33           

      Sec. 2106.13.  (A)  If a person dies leaving a surviving     42           

spouse and no minor children, leaving a surviving spouse and       43           

minor children, or leaving minor children and no surviving         44           

spouse, the surviving spouse, minor children, or both shall be     45           

entitled to receive, subject to division (B) of this section, in   46           

money or property the sum of twenty-five FORTY thousand dollars    47           

as an allowance for support.  If the surviving spouse selected     48           

                                                          2      

                                                                 
two automobiles under section 2106.18 of the Revised Code, the     49           

allowance for support prescribed by this section shall be reduced  51           

by the appraised value of the automobile having the lower          52           

appraised value of the two automobiles so selected.  The money or  53           

property set off as an allowance FOR SUPPORT shall be considered   54           

estate assets.                                                                  

      (B)  The probate court shall order the distribution of the   56           

allowance for support described in division (A) of this section    57           

as follows:                                                        58           

      (1)  If the person died leaving a surviving spouse and no    60           

minor children, one hundred per cent to the surviving spouse;      61           

      (2)  If the person died leaving a surviving spouse and       63           

minor children, and if all of the minor children are the children  64           

of the surviving spouse, one hundred per cent to the surviving     65           

spouse;                                                            66           

      (3)  If the person died leaving a surviving spouse and       68           

minor children, and if not all of the minor children are children  69           

of the surviving spouse, in equitable shares, as fixed by the      70           

probate court in accordance with this division, to the surviving   71           

spouse and the minor children who are not the children of the      72           

surviving spouse.  In determining equitable shares under this      73           

division, the probate court shall do all of the following:         74           

      (a)  Consider the respective needs of the surviving spouse,  76           

the minor children who are children of the surviving spouse, and   77           

the minor children who are not children of the surviving spouse;   78           

      (b)  Allocate to the surviving spouse, the share that is     80           

equitable in light of the needs of the surviving spouse and the    81           

minor children who are children of the surviving spouse;           82           

      (c)  Allocate to the minor children who are not children of  84           

the surviving spouse, the share that is equitable in light of the  85           

needs of those minor children.                                     86           

      (4)  If the person died leaving minor children and no        88           

surviving spouse, in equitable shares, as fixed by the probate     89           

court in accordance with this division, to the minor children. In  91           

                                                          3      

                                                                 
determining equitable shares under this division, the probate                   

court shall consider the respective needs of the minor children    92           

and allocate to each minor child the share that is equitable in    93           

light of the child's needs.                                        94           

      (C)  If the surviving spouse selected two automobiles under  96           

section 2106.18 of the Revised Code, the probate court, in         97           

considering the respective needs of the surviving spouse and the   98           

minor children when allocating an allowance for support under      99           

division (B)(3) of this section, shall consider the benefit        100          

derived by the surviving spouse from the transfer of the                        

automobile having the lower appraised value of the two             101          

automobiles so selected.                                                        

      Sec. 2113.03.  (A)  Subject to division (D) of this          110          

section, an estate may be released from administration under       111          

division (B) of this section if either of the following applies:   112          

      (1)  The value of the assets of the estate is thirty-five    114          

thousand dollars or less.                                          115          

      (2)  The value of the assets of the estate is eighty-five    117          

ONE HUNDRED thousand dollars or less and either of the following   118          

applies:                                                           119          

      (a)  The decedent devised and bequeathed in a valid will     121          

all of the assets of his THE DECEDENT'S estate to a person who is  123          

named in the will as his THE DECEDENT'S spouse, and the decedent   124          

is survived by that person.                                        125          

      (b)  The decedent is survived by a spouse whose marriage to  127          

the decedent was solemnized in a manner consistent with Chapter    128          

3101. of the Revised Code or with a similar law of another state   129          

or nation, the decedent died without a valid will, and the         130          

decedent's surviving spouse is entitled to receive all of the      131          

assets of his THE DECEDENT'S estate under section 2105.06 of the   132          

Revised Code or by the operation of that section and division      134          

(B)(1) or (2) of section 2106.13 of the Revised Code.              135          

      (B)  Upon the application of any interested party, after     137          

notice of the filing of the application has been given to the      138          

                                                          4      

                                                                 
surviving spouse and heirs at law in the manner and for the        139          

length of time the probate court directs, and after notice to all  140          

interested parties by publication in a newspaper of general        141          

circulation in the county, unless the notices are waived or found  142          

unnecessary, the court, when satisfied that division (A)(1) or     143          

(2) of this section is satisfied, may enter an order relieving     144          

the estate from administration and directing delivery of personal  145          

property and transfer of real estate to the persons entitled to    146          

the personal property or real estate.                              147          

      For the purposes of this division SECTION, the value of an   149          

estate that reasonably can be considered to be in an amount        150          

specified in division (A)(1) or (2) of this section and that is    151          

not composed entirely of money, stocks, bonds, or other property   152          

the value of which is readily ascertainable, shall be determined   153          

by an appraiser selected by the applicant, subject to the          154          

approval of the court.  The appraiser's valuation of the property  155          

shall be reported to the court in the application to relieve the   156          

estate from administration.  The appraiser shall be paid in        157          

accordance with section 2115.06 of the Revised Code.               158          

      For the purposes of this division SECTION, the amount of     160          

property to be delivered or transferred to the surviving spouse,   162          

minor children, or both, of the decedent as the allowance for      163          

support shall be established in accordance with section 2106.13    164          

of the Revised Code.                                               165          

      When a delivery, sale, or transfer of personal property has  167          

been ordered from an estate that has been relieved from            168          

administration, the court may appoint a commissioner to execute    169          

all necessary instruments of conveyance.  The commissioner shall   170          

receipt for the property, distribute the proceeds of the           171          

conveyance upon court order, and report to the court after         172          

distribution.                                                      173          

      When the decedent died testate, the will shall be presented  175          

for probate, and, if admitted to probate, the court may relieve    176          

the estate from administration and order distribution of the       177          

                                                          5      

                                                                 
estate under the will.                                             178          

      An order of the court relieving an estate from               180          

administration shall have the same effect as administration        181          

proceedings in freeing land in the hands of an innocent purchaser  182          

for value from possible claims of unsecured creditors.             183          

      (C)  Any delivery of personal property or transfer of real   185          

estate pursuant to an order relieving an estate from               186          

administration is made subject to the limitations pertaining to    187          

the claims of creditors set forth in divisions (B) and (C) of      188          

section 2117.06 of the Revised Code.                               189          

      (D)  The release of an estate from administration under      191          

this section does not affect any duty of any person to file an     192          

estate tax return and certificate under division (A) of section    193          

5731.21 of the Revised Code and does not affect the duties of a    194          

probate court set forth in that division.                          195          

      Section 2.  That existing sections 2106.13 and 2113.03 of    197          

the Revised Code are hereby repealed.                              198          

      Section 3.  Sections 2106.13 and 2113.03 of the Revised      200          

Code, as amended by this act, apply to the estates of decedents    201          

who die on or after the effective date of this act.                202