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 oftwenty-fiveFORTY 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 iseighty-five117 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 ofhisTHE DECEDENT'S estate to a person who is 123 named in the will ashisTHE 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 ofhisTHE 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 thisdivisionSECTION, 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 thisdivisionSECTION, 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