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To amend sections 1111.19, 1721.211, 2101.24, | 1 |
2106.20, 2108.50, 2109.02, 2111.13, 2113.031, | 2 |
2113.37, 2117.25, 4511.451, 4717.21, and 4717.22 | 3 |
and to enact sections 2108.70 to 2108.90, and | 4 |
2117.251 of the Revised Code regarding the | 5 |
assignment of the right to direct the disposition | 6 |
of an adult's remains after death and to make | 7 |
arrangements and purchase goods and services | 8 |
related to an adult's funeral, cremation, burial, | 9 |
or other manner of final disposition. | 10 |
Section 1. That sections 1111.19, 1721.211, 2101.24, | 11 |
2106.20, 2108.50, 2109.02, 2111.13, 2113.031, 2113.37, 2117.25, | 12 |
4511.451, 4717.21, and 4717.22 be amended and sections 2108.70, | 13 |
2108.71, 2108.72, 2108.73, 2108.74, 2108.75, 2108.76, 2108.77, | 14 |
2108.78, 2108.79, 2108.80, 2108.81, 2108.82, 2108.83, 2108.84, | 15 |
2108.85, 2108.86, 2108.87, 2108.88, 2108.89, 2108.90, and 2117.251 | 16 |
of the Revised Code be enacted to read as follows: | 17 |
Sec. 1111.19. (A) As used in this section: | 18 |
(1) "Financial institution" means a bank, savings bank, or | 19 |
savings association located in this state and insured by the | 20 |
federal deposit insurance corporation or a credit union authorized | 21 |
to do business in this state. | 22 |
(2) "Preneed funeral contract" means a written agreement, | 23 |
contract, or series of contracts to sell or otherwise provide any | 24 |
funeral services, funeral goods, or any combination thereof, to be | 25 |
used in connection with the funeral or final disposition of a dead | 26 |
human body, where payment for the goods or services is made either | 27 |
outright or on an installment basis, prior to the death of the | 28 |
person purchasing them or for whom they are purchased. A preneed | 29 |
funeral contract that includes funeral services may be sold only | 30 |
by a funeral director licensed pursuant to Chapter 4717. of the | 31 |
Revised Code. For the purpose of this section, "funeral goods" | 32 |
includes caskets. "Preneed funeral contract" does not include any | 33 |
preneed cemetery merchandise and services contract or any | 34 |
agreement, contract, or series of contracts pertaining to the sale | 35 |
of any burial lot, burial or interment right, entombment right, or | 36 |
columbarium right with respect to which an endowment care fund is | 37 |
established or is exempt from establishment pursuant to section | 38 |
1721.21 of the Revised Code. | 39 |
(B)(1) Any preneed funeral contract that involves the payment | 40 |
of money shall be in writing and in compliance with the laws and | 41 |
rules of this state. One hundred per cent of all payments for | 42 |
funeral goods and services made under a preneed funeral contract | 43 |
shall remain intact and held in trust for the benefit of the | 44 |
person for whose benefit the contract is made. No money in a | 45 |
preneed funeral contract trust shall be distributed from the trust | 46 |
except as provided in this section. Any purchaser on initially | 47 |
entering into a preneed funeral contract may, within seven days, | 48 |
rescind the contract and request and receive from the seller one | 49 |
hundred per cent of all payments made under the contract. | 50 |
(2) Every preneed funeral contract entered into on or after | 51 |
the effective date of this amendment shall include a provision in | 52 |
substantially the following form: | 53 |
NOTICE: Under Ohio law, the person holding the right of | 54 |
disposition of the remains of the beneficiary of this contract | 55 |
pursuant to section 2108.70 or 2108.81 of the Revised Code will | 56 |
have the right to make funeral arrangements inconsistent with the | 57 |
arrangements set forth in this contract. However, the beneficiary | 58 |
is encouraged to state his or her preferences as to funeral | 59 |
arrangements in a declaration of the right of disposition pursuant | 60 |
to section 2108.72 of the Revised Code, including that the | 61 |
arrangements set forth in this contract shall be followed. | 62 |
(C) Within thirty days after the seller of funeral goods or | 63 |
services receives any payment under a preneed funeral contract, | 64 |
the seller shall deliver the moneys received and not returned to | 65 |
the purchaser as provided in division (B) of this section, to the | 66 |
trustee designated in the preneed funeral contract or an amendment | 67 |
to it. | 68 |
(D) The trustee of each preneed funeral contract trust shall | 69 |
be a financial institution or a natural person not required by | 70 |
this chapter to be licensed to do trust business. A natural person | 71 |
acting as trustee of a preneed funeral contract trust shall be | 72 |
bonded by a corporate surety bond in an amount not less than one | 73 |
hundred per cent of the funds in all of the preneed funeral | 74 |
contract trusts the person serves as trustee. | 75 |
(E)(1) A trustee shall establish a separate preneed funeral | 76 |
contract trust for the moneys paid under each preneed funeral | 77 |
contract, unless the purchaser under a preneed funeral contract | 78 |
authorizes the trustee to place the moneys paid in a combined | 79 |
preneed funeral contract trust. The trustee of a combined preneed | 80 |
funeral contract trust shall keep exact records of the corpus, | 81 |
income, expenses, and disbursements with regard to each | 82 |
beneficiary of a preneed funeral contract for whom moneys are held | 83 |
in the trust. The terms of a preneed funeral contract trust shall | 84 |
be governed by this section. | 85 |
(2) A trustee may charge a fee for managing a preneed funeral | 86 |
contract trust. The fee shall not exceed the amount regularly or | 87 |
usually charged for similar services rendered by the financial | 88 |
institution when serving as a trustee, and shall be paid only from | 89 |
the income on that trust. | 90 |
(F) No preneed funeral contract shall restrict the purchaser | 91 |
from making the contract irrevocable. On the purchase by an | 92 |
individual of an irrevocable preneed funeral contract, the selling | 93 |
funeral director assumes the legal obligation to provide for the | 94 |
funeral of the individual pursuant to the terms of the contract. | 95 |
(G) The purchaser of a preneed funeral contract that is not | 96 |
irrevocable may, on not less than fifteen days' notice, cancel the | 97 |
contract and request and receive from the trustee payments made | 98 |
under the contract and any income earned up to the time of | 99 |
cancellation, less fees, distributions, and expenses made pursuant | 100 |
to this section; except, if a preneed funeral contract stipulates | 101 |
a firm or fixed or guaranteed price for funeral services and goods | 102 |
for future use at a time determined by the death of the | 103 |
beneficiary of the preneed funeral contract, the purchaser, on not | 104 |
less than fifteen days' notice, may cancel the contract and | 105 |
receive from the trustee ninety per cent of the principal paid | 106 |
pursuant to the preneed funeral contract, not less than eighty per | 107 |
cent of any interest earned up to the time of cancellation, and | 108 |
not less than eighty per cent of any income earned on the funds | 109 |
since the funds were paid to the seller and up to the time of | 110 |
cancellation less any fees, distributions, and expenses. On | 111 |
cancellation, after the funds have been distributed to the | 112 |
purchaser pursuant to this division, the trustee shall distribute | 113 |
all remaining funds attributable to the canceled preneed funeral | 114 |
contract to the seller. If more than one purchaser enters into the | 115 |
contract, all of those purchasers must request cancellation for it | 116 |
to be effective under this division, and the trustee shall refund | 117 |
to each purchaser only those funds that purchaser has paid under | 118 |
the contract and a proportionate amount of any income earned on | 119 |
those funds, less any fees, distributions, and expenses. | 120 |
(H) A certified copy of the certificate of death or other | 121 |
evidence of death satisfactory to the trustee shall be furnished | 122 |
to the trustee as evidence of death, and the trustee shall | 123 |
promptly pay the accumulated payments and income, if any, | 124 |
according to the preneed funeral contract. The payment of the | 125 |
accumulated payments and income pursuant to this section and, when | 126 |
applicable, the preneed funeral contract, shall relieve the | 127 |
trustee of any further liability on the accumulated payments and | 128 |
income. | 129 |
(I) For purposes of this section, the seller is deemed to | 130 |
have delivered funeral goods pursuant to a preneed funeral | 131 |
contract when either of the following occurs: | 132 |
(1) The seller makes actual delivery of the goods to the | 133 |
beneficiary; | 134 |
(2) The seller does all of the following: | 135 |
(a) Receives delivery of the goods on behalf of the | 136 |
beneficiary; | 137 |
(b) Stores the goods upon the real property of a funeral home | 138 |
licensed in this state; | 139 |
(c) Notifies the beneficiary of receipt of the goods and | 140 |
identifies the specific location of the goods; | 141 |
(d) At the time of the purchaser's final payment, provides | 142 |
the beneficiary with evidence of ownership in the beneficiary's | 143 |
name showing the goods to be free and clear of any liens or other | 144 |
encumbrances. | 145 |
(J) The seller of funeral goods or services under a preneed | 146 |
funeral contract annually shall submit to the board of embalmers | 147 |
and funeral directors the reports the board requires. | 148 |
(K) The general assembly intends this section to be construed | 149 |
as a limitation on the manner in which a person is permitted to | 150 |
accept funds in prepayment for funeral services to be performed in | 151 |
the future, or funeral goods to be used in connection with the | 152 |
funeral or final disposition of human remains, to the end that at | 153 |
all times members of the public may have an opportunity to arrange | 154 |
and pay for funerals for themselves and their families in advance | 155 |
of need while at the same time providing all possible safeguards | 156 |
to ensure that prepaid funds cannot be dissipated, whether | 157 |
intentionally or not, but remain available for payment for funeral | 158 |
goods and services in connection with the funeral or final | 159 |
disposition of dead human bodies. | 160 |
(L) This section does not apply when the seller of funeral | 161 |
goods or services under a preneed funeral contract is an | 162 |
established and legally cognizable church or denomination that is | 163 |
exempt from federal income taxation under section 501(c)(3) of the | 164 |
"Internal Revenue Code of 1986," 100 Stat. 2085, 26 U.S.C.A. 501, | 165 |
as amended, and the preneed funeral contract pertains to a | 166 |
cemetery owned and operated entirely and exclusively by the church | 167 |
or denomination; provided the church or denomination adopts, on a | 168 |
voluntary basis, rules and other measures to safeguard and secure | 169 |
all funds received under any preneed funeral contract. | 170 |
(M) This section does not prohibit persons who are not | 171 |
licensed funeral directors from selling funeral goods pursuant to | 172 |
a preneed funeral contract; however, all sellers of funeral goods | 173 |
pursuant to a preneed funeral contract shall comply with this | 174 |
section unless the seller is specifically exempt from compliance | 175 |
by this section. | 176 |
Sec. 1721.211. (A) As used in this section, "preneed | 177 |
cemetery merchandise and services contract" means a written | 178 |
agreement, contract, or series of contracts to sell or otherwise | 179 |
provide an outer burial container, monument, marker, urn, other | 180 |
type of merchandise customarily sold by cemeteries, or opening and | 181 |
closing services to be used or provided in connection with the | 182 |
final disposition of a dead human body, where payment for the | 183 |
container, monument, marker, urn, other type of merchandise | 184 |
customarily sold by cemeteries, or opening and closing services is | 185 |
made either outright or on an installment basis, prior to the | 186 |
death of the person so purchasing or for whom so purchased. | 187 |
"Preneed cemetery merchandise and services contract" does not | 188 |
include any preneed funeral contract or any agreement, contract, | 189 |
or series of contracts pertaining to the sale of any burial lot, | 190 |
burial or interment right, entombment right, or columbarium right | 191 |
with respect to which an endowment care trust is established or is | 192 |
exempt from establishment pursuant to section 1721.21 of the | 193 |
Revised Code. | 194 |
(B) Subject to the limitations and restrictions contained in | 195 |
Chapters 1101. to 1127. of the Revised Code, a trust company | 196 |
licensed under Chapter 1111. of the Revised Code or a national | 197 |
bank or federal savings association that pledges securities in | 198 |
accordance with section 1111.04 of the Revised Code or the | 199 |
individuals described in division (C)(2) of this section have the | 200 |
power as trustee to receive and to hold and invest in accordance | 201 |
with sections 2109.37 and 2109.371 of the Revised Code moneys | 202 |
under a preneed cemetery merchandise and services contract. | 203 |
(C)(1) The greater of one hundred ten per cent of the | 204 |
seller's actual cost or thirty per cent of the seller's retail | 205 |
price of the merchandise and seventy per cent of the seller's | 206 |
retail price of the services to be provided under a preneed | 207 |
cemetery merchandise and services contract shall remain intact as | 208 |
a fund until the death of the person for whose benefit the | 209 |
contract is made or the merchandise is delivered as set forth in | 210 |
division (K) of this section. However, any moneys held pursuant to | 211 |
this section shall be released upon demand of the person for whose | 212 |
benefit the contract was made or upon the demand of the seller for | 213 |
its share of the moneys held and earned interest if the contract | 214 |
has been canceled as set forth in division (G) of this section. | 215 |
(2) The trustee of the fund described in division (C)(1) of | 216 |
this section shall be a trust company licensed under Chapter 1111. | 217 |
of the Revised Code or a national bank or federal savings | 218 |
association that pledges securities in accordance with section | 219 |
1111.04 of the Revised Code or at least three individuals who have | 220 |
been residents of the county in which the seller is located for at | 221 |
least one year, each of whom shall be bonded by a corporate surety | 222 |
in an amount that is at least equal to the amount deposited in the | 223 |
fund of which those persons serve as trustee. Amounts in the fund | 224 |
shall be held and invested in the manner in which trust funds are | 225 |
permitted to be held and invested pursuant to sections 2109.37 and | 226 |
2109.371 of the Revised Code. | 227 |
(3) Every preneed cemetery and merchandise contract entered | 228 |
into on or after the effective date of this amendment shall | 229 |
include a provision in substantially the following form: | 230 |
NOTICE: Under Ohio law, the person holding the right of | 231 |
disposition of the remains of the beneficiary of this contract | 232 |
pursuant to section 2108.70 or 2108.81 of the Revised Code will | 233 |
have the right to purchase cemetery merchandise and services | 234 |
inconsistent with the merchandise and services set forth in this | 235 |
contract. However, the beneficiary is encouraged to state his or | 236 |
her preferences as to the manner of final disposition in a | 237 |
declaration of the right of disposition pursuant to section | 238 |
2108.72 of the Revised Code, including that the arrangements set | 239 |
forth in this contract shall be followed. | 240 |
(D) Within thirty days after the last business day of the | 241 |
month in which the seller of cemetery merchandise or services | 242 |
receives final contractual payment under a preneed cemetery | 243 |
merchandise and services contract, the seller shall deliver the | 244 |
greater of one hundred ten per cent of the seller's actual cost or | 245 |
thirty per cent of the seller's retail price of the merchandise | 246 |
and seventy per cent of the seller's current retail price of the | 247 |
services as of the date of the contract to a trustee or to | 248 |
trustees as described in division (C)(2) of this section, and the | 249 |
moneys and accruals or income on the moneys shall be held in a | 250 |
fund and designated for the person for whose benefit the fund was | 251 |
established as a preneed cemetery merchandise and services | 252 |
contract fund. | 253 |
(E) The moneys received from more than one preneed cemetery | 254 |
merchandise and services contract may, at the option of the | 255 |
persons for whose benefit the contracts are made, be placed in a | 256 |
common or pooled trust fund in this state under a single trust | 257 |
instrument. If three individuals are designated as the trustees as | 258 |
provided in division (C)(2) of this section, they shall be bonded | 259 |
by a corporate surety or fidelity bond in an aggregate amount of | 260 |
not less than one hundred per cent of the funds held by them as | 261 |
trustees. The trustees or their agent shall, on a continuous | 262 |
basis, keep exact records as to the amount of funds under a single | 263 |
trust instrument being held for the individual beneficiaries | 264 |
showing the amount paid, the amount deposited and invested, and | 265 |
accruals and income. | 266 |
(F) The seller of merchandise or services under a preneed | 267 |
cemetery merchandise and services contract shall annually submit | 268 |
to the division of real estate of the department of commerce an | 269 |
affidavit in a form prescribed by the division, sworn under oath, | 270 |
specifying each of the following: | 271 |
(1) That, within the time specified in division (D) of this | 272 |
section, the amounts required by that division were deposited in | 273 |
an appropriate fund; | 274 |
(2) That the fund has not been used to collateralize or | 275 |
guarantee loans and has not otherwise been subjected to any | 276 |
consensual lien; | 277 |
(3) That the fund is invested in compliance with the | 278 |
investing standards set forth in sections 2109.37 and 2109.371 of | 279 |
the Revised Code; | 280 |
(4) That no moneys have been removed from the fund, except as | 281 |
provided for in this section. | 282 |
(G) This division is subject to division (I) of this section. | 283 |
Any person upon initially entering into a preneed cemetery | 284 |
merchandise and services contract may, within seven days, cancel | 285 |
the contract and request and receive from the seller one hundred | 286 |
per cent of all payments made under the contract. After the | 287 |
expiration of the above period, any person who has entered into a | 288 |
preneed cemetery merchandise and services contract may, on not | 289 |
less than fifteen days' notice, cancel the contract and request | 290 |
and receive from the seller sixty per cent of the payments made | 291 |
under the contract which have been paid up to the time of | 292 |
cancellation; except that, if a preneed cemetery merchandise and | 293 |
services contract stipulates a firm or fixed or guaranteed price | 294 |
for the merchandise or services for future use at a time | 295 |
determined by the death of the person on behalf of whom payments | 296 |
are made, the person who has entered into the contract may, if the | 297 |
merchandise has not been delivered or the services have not been | 298 |
performed as set forth in division (K) or (L) of this section, on | 299 |
not less than fifteen days' notice, cancel the contract and | 300 |
receive from the seller sixty per cent of the principal paid | 301 |
pursuant to the contract and not less than eighty per cent of any | 302 |
interest paid, up to the time of cancellation, and not less than | 303 |
eighty per cent of any accrual or income earned while the moneys | 304 |
have been held pursuant to divisions (C) and (D) of this section, | 305 |
up to the time of cancellation. Upon cancellation, after the | 306 |
moneys have been distributed to the beneficiary pursuant to this | 307 |
division, all remaining moneys being held pursuant to divisions | 308 |
(C) and (D) of this section shall be paid to the seller. If more | 309 |
than one person enters into the contract, all of those persons | 310 |
must request cancellation for it to be effective under this | 311 |
division. In such a case, the seller shall refund to each person | 312 |
only those moneys that each person has paid under the contract. | 313 |
(H) Upon receipt of a certified copy of the certificate of | 314 |
death or evidence of delivery of the merchandise or performance of | 315 |
the services pursuant to division (K) or (L) of this section, the | 316 |
trustee described in division (C)(2) of this section or its agent, | 317 |
shall forthwith pay the fund and accumulated interest, if any, to | 318 |
the person entitled to them under the preneed cemetery merchandise | 319 |
and services contract. The payment of the fund and accumulated | 320 |
interest pursuant to this section, either to a seller or person | 321 |
making the payments, shall relieve the trustee of any further | 322 |
liability on the fund or accumulated interest. | 323 |
(I) Notwithstanding any other provision of this section, any | 324 |
preneed cemetery merchandise and services contract may specify | 325 |
that it is irrevocable. All irrevocable preneed cemetery | 326 |
merchandise and services contracts shall include a clear and | 327 |
conspicuous disclosure of irrevocability in the contract and any | 328 |
person entering into an irrevocable preneed cemetery merchandise | 329 |
and services contract shall sign a separate acknowledgment of the | 330 |
person's waiver of the right to revoke. If a contract satisfies | 331 |
the requirements of this division, division (G) of this section | 332 |
does not apply to that contract. | 333 |
(J) Any preneed cemetery merchandise and services contract | 334 |
that involves the payment of money shall be in writing and in | 335 |
compliance with the laws and rules of this state. | 336 |
(K) For purposes of this section, the seller is considered to | 337 |
have delivered merchandise pursuant to a preneed cemetery | 338 |
merchandise and services contract when either of the following | 339 |
occur: | 340 |
(1) The seller makes actual delivery of the merchandise to | 341 |
the beneficiary, or the seller pays for the merchandise and | 342 |
identifies it as being stored for the benefit of the beneficiary | 343 |
at a manufacturer's warehouse. | 344 |
(2) The seller receives delivery of the merchandise on behalf | 345 |
of the beneficiary, and all of the following occur: | 346 |
(a) The merchandise is permanently affixed to or stored upon | 347 |
the real property of a cemetery located in this state. | 348 |
(b) The seller notifies the beneficiary of receipt of the | 349 |
merchandise and identifies the specific location of the | 350 |
merchandise. | 351 |
(c) The seller at the time of the beneficiary's final payment | 352 |
provides the beneficiary with evidence of ownership in the | 353 |
beneficiary's name showing the merchandise to be free and clear of | 354 |
any liens or other encumbrances. | 355 |
(L) For purposes of this section, a seller is considered to | 356 |
have performed services pursuant to a preneed cemetery merchandise | 357 |
and services contract when the beneficiary's next of kin signs a | 358 |
written statement that the services have been performed or, if no | 359 |
next of kin of the beneficiary can be located through reasonable | 360 |
diligence, when the owner or other person responsible for the | 361 |
operation of the cemetery signs a statement of that nature. | 362 |
(M) Notwithstanding any other provision of this chapter, any | 363 |
trust may be charged a trustee's fee, which is to be deducted from | 364 |
the earned income or accruals on that trust. The fee shall not | 365 |
exceed the amount that is regularly or usually charged for similar | 366 |
services rendered by the trustee described in division (C)(2) of | 367 |
this section when serving as a trustee. | 368 |
(N) The general assembly intends that this section be | 369 |
construed as a limitation upon the manner in which a person is | 370 |
permitted to accept moneys in prepayment for merchandise and | 371 |
services to be delivered or provided in the future, or merchandise | 372 |
and services to be used or provided in connection with the final | 373 |
disposition of human remains, to the end that at all times members | 374 |
of the public may have an opportunity to arrange and pay for | 375 |
merchandise and services for themselves and their families in | 376 |
advance of need while at the same time providing all possible | 377 |
safeguards whereunder the prepaid moneys cannot be dissipated, | 378 |
whether intentionally or not, so as to be available for the | 379 |
payment for merchandise and services and the providing of | 380 |
merchandise and services used or provided in connection with the | 381 |
final disposition of dead human bodies. | 382 |
(O) This section does not apply to the seller or provider of | 383 |
merchandise or services under a preneed cemetery merchandise and | 384 |
services contract if the contract pertains to a cemetery that is | 385 |
owned and operated entirely and exclusively by an established and | 386 |
legally cognizable church or denomination that is exempt from | 387 |
federal income taxation under section 501(c)(3) of the "Internal | 388 |
Revenue Code of 1954," 26 U.S.C.A. 501, an established fraternal | 389 |
organization, or a municipal corporation or other political | 390 |
subdivision of the state, to a cemetery that is a national | 391 |
cemetery, or to a cemetery that is a family cemetery as defined in | 392 |
section 4767.02 of the Revised Code; provided that, on a voluntary | 393 |
basis, rules and other measures are adopted to safeguard and | 394 |
secure all moneys received under a preneed cemetery merchandise | 395 |
and services contract. | 396 |
(P) This section does not prohibit persons other than | 397 |
cemetery corporations or associations from selling outer burial | 398 |
containers, monuments, markers, urns, or other types of | 399 |
merchandise customarily sold by cemeteries pursuant to a preneed | 400 |
cemetery merchandise and services contract; however all sellers of | 401 |
merchandise pursuant to a preneed cemetery merchandise and | 402 |
services contract shall comply with this section unless the seller | 403 |
is specifically exempt from this section. | 404 |
(Q) Any contract for preneed services or merchandise entered | 405 |
into with a cemetery not registered under section 4767.03 of the | 406 |
Revised Code is voidable. | 407 |
Sec. 2101.24. (A)(1) Except as otherwise provided by law, | 408 |
the probate court has exclusive jurisdiction: | 409 |
(a) To take the proof of wills and to admit to record | 410 |
authenticated copies of wills executed, proved, and allowed in the | 411 |
courts of any other state, territory, or country. If the probate | 412 |
judge is unavoidably absent, any judge of the court of common | 413 |
pleas may take proof of wills and approve bonds to be given, but | 414 |
the record of these acts shall be preserved in the usual records | 415 |
of the probate court. | 416 |
(b) To grant and revoke letters testamentary and of | 417 |
administration; | 418 |
(c) To direct and control the conduct and settle the accounts | 419 |
of executors and administrators and order the distribution of | 420 |
estates; | 421 |
(d) To appoint the attorney general to serve as the | 422 |
administrator of an estate pursuant to section 2113.06 of the | 423 |
Revised Code; | 424 |
(e) To appoint and remove guardians, conservators, and | 425 |
testamentary trustees, direct and control their conduct, and | 426 |
settle their accounts; | 427 |
(f) To grant marriage licenses; | 428 |
(g) To make inquests respecting persons who are so mentally | 429 |
impaired as a result of a mental or physical illness or | 430 |
disability, or mental retardation, or as a result of chronic | 431 |
substance abuse, that they are unable to manage their property and | 432 |
affairs effectively, subject to guardianship; | 433 |
(h) To qualify assignees, appoint and qualify trustees and | 434 |
commissioners of insolvents, control their conduct, and settle | 435 |
their accounts; | 436 |
(i) To authorize the sale of lands, equitable estates, or | 437 |
interests in lands or equitable estates, and the assignments of | 438 |
inchoate dower in such cases of sale, on petition by executors, | 439 |
administrators, and guardians; | 440 |
(j) To authorize the completion of real estate contracts on | 441 |
petition of executors and administrators; | 442 |
(k) To construe wills; | 443 |
(l) To render declaratory judgments, including, but not | 444 |
limited to, those rendered pursuant to section 2107.084 of the | 445 |
Revised Code; | 446 |
(m) To direct and control the conduct of fiduciaries and | 447 |
settle their accounts; | 448 |
(n) To authorize the sale or lease of any estate created by | 449 |
will if the estate is held in trust, on petition by the trustee; | 450 |
(o) To terminate a testamentary trust in any case in which a | 451 |
court of equity may do so; | 452 |
(p) To hear and determine actions to contest the validity of | 453 |
wills; | 454 |
(q) To make a determination of the presumption of death of | 455 |
missing persons and to adjudicate the property rights and | 456 |
obligations of all parties affected by the presumption; | 457 |
(r) To hear and determine an action commenced pursuant to | 458 |
section 3107.41 of the Revised Code to obtain the release of | 459 |
information pertaining to the birth name of the adopted person and | 460 |
the identity of the adopted person's biological parents and | 461 |
biological siblings; | 462 |
(s) To act for and issue orders regarding wards pursuant to | 463 |
section 2111.50 of the Revised Code; | 464 |
(t) To hear and determine actions against sureties on the | 465 |
bonds of fiduciaries appointed by the probate court; | 466 |
(u) To hear and determine actions involving informed consent | 467 |
for medication of persons hospitalized pursuant to section | 468 |
5122.141 or 5122.15 of the Revised Code; | 469 |
(v) To hear and determine actions relating to durable powers | 470 |
of attorney for health care as described in division (D) of | 471 |
section 1337.16 of the Revised Code; | 472 |
(w) To hear and determine actions commenced by objecting | 473 |
individuals, in accordance with section 2133.05 of the Revised | 474 |
Code; | 475 |
(x) To hear and determine complaints that pertain to the use | 476 |
or continuation, or the withholding or withdrawal, of | 477 |
life-sustaining treatment in connection with certain patients | 478 |
allegedly in a terminal condition or in a permanently unconscious | 479 |
state pursuant to division (E) of section 2133.08 of the Revised | 480 |
Code, in accordance with that division; | 481 |
(y) To hear and determine applications that pertain to the | 482 |
withholding or withdrawal of nutrition and hydration from certain | 483 |
patients allegedly in a permanently unconscious state pursuant to | 484 |
section 2133.09 of the Revised Code, in accordance with that | 485 |
section; | 486 |
(z) To hear and determine applications of attending | 487 |
physicians in accordance with division (B) of section 2133.15 of | 488 |
the Revised Code; | 489 |
(aa) To hear and determine actions relative to the use or | 490 |
continuation of comfort care in connection with certain principals | 491 |
under durable powers of attorney for health care, declarants under | 492 |
declarations, or patients in accordance with division (E) of | 493 |
either section 1337.16 or 2133.12 of the Revised Code; | 494 |
(bb) To hear and determine applications for an order | 495 |
relieving an estate from administration under section 2113.03 of | 496 |
the Revised Code; | 497 |
(cc) To hear and determine applications for an order granting | 498 |
a summary release from administration under section 2113.031 of | 499 |
the Revised Code | 500 |
(dd) To hear and determine actions relating to the exercise | 501 |
of the right of disposition, in accordance with section 2108.90 of | 502 |
the Revised Code; | 503 |
(ee) To hear and determine actions relating to the | 504 |
disinterment and reinterment of human remains under section 517.23 | 505 |
of the Revised Code. | 506 |
(2) In addition to the exclusive jurisdiction conferred upon | 507 |
the probate court by division (A)(1) of this section, the probate | 508 |
court shall have exclusive jurisdiction over a particular subject | 509 |
matter if both of the following apply: | 510 |
(a) Another section of the Revised Code expressly confers | 511 |
jurisdiction over that subject matter upon the probate court. | 512 |
(b) No section of the Revised Code expressly confers | 513 |
jurisdiction over that subject matter upon any other court or | 514 |
agency. | 515 |
(B)(1) The probate court has concurrent jurisdiction with, | 516 |
and the same powers at law and in equity as, the general division | 517 |
of the court of common pleas to issue writs and orders, and to | 518 |
hear and determine actions as follows: | 519 |
(a) If jurisdiction relative to a particular subject matter | 520 |
is stated to be concurrent in a section of the Revised Code or has | 521 |
been construed by judicial decision to be concurrent, any action | 522 |
that involves that subject matter; | 523 |
(b) Any action that involves an inter vivos trust; a trust | 524 |
created pursuant to section 1339.51 of the Revised Code; a | 525 |
charitable trust or foundation; subject to divisions (A)(1)(u) and | 526 |
(z) of this section, a power of attorney, including, but not | 527 |
limited to, a durable power of attorney; the medical treatment of | 528 |
a competent adult; or a writ of habeas corpus. | 529 |
(2) Any action that involves a concurrent jurisdiction | 530 |
subject matter and that is before the probate court may be | 531 |
transferred by the probate court, on its order, to the general | 532 |
division of the court of common pleas. | 533 |
(C) The probate court has plenary power at law and in equity | 534 |
to dispose fully of any matter that is properly before the court, | 535 |
unless the power is expressly otherwise limited or denied by a | 536 |
section of the Revised Code. | 537 |
(D) The jurisdiction acquired by a probate court over a | 538 |
matter or proceeding is exclusive of that of any other probate | 539 |
court, except when otherwise provided by law. | 540 |
Sec. 2106.20. A surviving spouse or a person with the right | 541 |
of disposition under section 2108.70 or 2108.81 of the Revised | 542 |
Code is entitled to a reimbursement from the estate of the | 543 |
544 | |
by the surviving spouse or person with the right of disposition, | 545 |
to the extent that the rights of other creditors of the estate | 546 |
will not be prejudiced by the reimbursement. | 547 |
Sec. 2108.50. (A) Subject to section 2108.521 of the Revised | 548 |
Code, an autopsy or post-mortem examination may be performed upon | 549 |
the body of a deceased person by a licensed physician or surgeon | 550 |
if consent has been given | 551 |
552 | |
553 | |
554 |
| 555 |
556 |
| 557 |
| 558 |
559 | |
560 | |
561 | |
562 | |
563 | |
564 | |
565 |
| 566 |
| 567 |
| 568 |
| 569 |
570 | |
571 |
| 572 |
573 |
| 574 |
575 | |
576 | |
section 2108.70 or 2108.81 of the Revised Code. | 577 |
(B) Consent to an autopsy or post-mortem examination given | 578 |
under this section may be revoked only by the person executing the | 579 |
consent and in the same manner as required for execution of | 580 |
consent under this section. | 581 |
| 582 |
583 |
Sec. 2108.70. (A) As used in this section and sections | 584 |
2108.71 to 2108.90 of the Revised Code: | 585 |
(1) "Adult" means an individual who is eighteen years of age | 586 |
or older. | 587 |
(2) "Declarant" means an adult who has executed a written | 588 |
declaration described in division (B) of this section. | 589 |
(3) "First successor representative" means an adult or group | 590 |
of adults, collectively, to whom the right of disposition for a | 591 |
declarant has been reassigned because the declarant's | 592 |
representative is disqualified from exercising the right under | 593 |
section 2108.75 of the Revised Code. | 594 |
(4) "Representative" means an adult or a group of adults, | 595 |
collectively, to whom a declarant has assigned the right of | 596 |
disposition. | 597 |
(5) "Right of disposition" means one or more of the rights | 598 |
described in division (B) of this section that a declarant chooses | 599 |
to assign to a representative in a written declaration executed | 600 |
under that division or all of the rights described in division (B) | 601 |
of this section that are assigned to a person pursuant to section | 602 |
2108.81 of the Revised Code. | 603 |
(6) "Second successor representative" means an adult or group | 604 |
of adults, collectively, to whom the right of disposition for a | 605 |
declarant has been reassigned because the declarant's | 606 |
representative and first successor representative are disqualified | 607 |
from exercising the right under section 2108.75 of the Revised | 608 |
Code. | 609 |
(B) An adult who is of sound mind may execute at any time a | 610 |
written declaration assigning to a representative one or more of | 611 |
the following rights: | 612 |
(1) The right to direct the disposition, after death, of the | 613 |
declarant's body or any part of the declarant's body that becomes | 614 |
separated from the body before death. This right includes the | 615 |
right to determine the location, manner, and conditions of the | 616 |
disposition of the declarant's bodily remains. | 617 |
(2) The right to make arrangements and purchase goods and | 618 |
services for the declarant's funeral. This right includes the | 619 |
right to determine the location, manner, and condition of the | 620 |
declarant's funeral. | 621 |
(3) The right to make arrangements and purchase goods and | 622 |
services for the declarant's burial, cremation, or other manner of | 623 |
final disposition. This right includes the right to determine the | 624 |
location, manner, and condition of the declarant's burial, | 625 |
cremation, or other manner of final disposition. | 626 |
(C)(1) Subject to division (C)(2) of this section, a | 627 |
declarant may designate a first successor representative. | 628 |
(2) If a representative is a group of persons and not all of | 629 |
the persons in the group meet at least one criterion to be | 630 |
disqualified from serving as the representative, as described in | 631 |
section 2108.75 of the Revised Code, the persons in the group who | 632 |
are not disqualified shall remain the representative who has the | 633 |
right of disposition. | 634 |
(D)(1) Subject to division (D)(2) of this section, a | 635 |
declarant may designate a second successor representative. | 636 |
(2) If the first successor representative is a group of | 637 |
persons and not all of the persons in the group meet at least one | 638 |
criterion to be disqualified from serving as the first successor | 639 |
representative, as described in section 2108.75 of the Revised | 640 |
Code, the persons in the group who are not disqualified shall | 641 |
remain the first successor representative to whom the right of | 642 |
disposition is reassigned. | 643 |
(E) The assignment or reassignment of a right of disposition | 644 |
to a representative, first successor representative, and second | 645 |
successor representative supercedes an assignment of a right of | 646 |
disposition under section 2108.81 of the Revised Code. | 647 |
Sec. 2108.71. The assignment or reassignment of a right of | 648 |
disposition by a declarant under section 2108.70 of the Revised | 649 |
Code vests in a representative, first successor representative, or | 650 |
second successor representative at the time of the declarant's | 651 |
death. | 652 |
Sec. 2108.72. (A) The written declaration described in | 653 |
section 2108.70 of the Revised Code shall include all of the | 654 |
following: | 655 |
(1) The declarant's legal name and present address; | 656 |
(2) A statement that the declarant, an adult being of sound | 657 |
mind, willfully and voluntarily appoints a representative to have | 658 |
the declarant's right of disposition for the declarant's body upon | 659 |
the declarant's death; | 660 |
(3) A statement that all decisions made by the declarant's | 661 |
representative with respect to the right of disposition are | 662 |
binding; | 663 |
(4) The name, last known address, and last known telephone | 664 |
number of the representative or, if the representative is a group | 665 |
of persons, the name, last known address, and last known telephone | 666 |
number of each person in the group; | 667 |
(5) If the declarant chooses to have a first successor | 668 |
representative, a statement that if any person or group of persons | 669 |
named as the declarant's representative is disqualified from | 670 |
serving in such position as described in section 2108.75 of the | 671 |
Revised Code, the declarant appoints a first successor | 672 |
representative; | 673 |
(6) If the declarant chooses to have a second successor | 674 |
representative, a statement that if a person or group of persons | 675 |
named as the declarant's representative or first successor | 676 |
representative are both disqualified from serving in such | 677 |
positions as described in section 2108.75 of the Revised Code, | 678 |
that the declarant appoints a second successor representative; | 679 |
(7) If applicable, the name, last known address, and last | 680 |
known telephone number of the first and second successor | 681 |
representative or, if the first or second successor representative | 682 |
is a group of persons, the name, last known address, and last | 683 |
known telephone number of each person in the group; | 684 |
(8) A space where the declarant may indicate the declarant's | 685 |
preferences regarding how the right of disposition should be | 686 |
exercised, including any religious observances the declarant | 687 |
wishes the person with the right of disposition to consider; | 688 |
(9) A space where the declarant may indicate one or more | 689 |
sources of funds that may be used to pay for goods and services | 690 |
associated with the exercise of the right of disposition; | 691 |
(10) A statement that the declarant's written declaration | 692 |
becomes effective on the declarant's death; | 693 |
(11) A statement that the declarant revokes any written | 694 |
declaration that the declarant executed, in accordance with | 695 |
section 2108.70 of the Revised Code, prior to the execution of the | 696 |
present written declaration. | 697 |
(12) A space where the declarant can sign and date the | 698 |
written declaration; | 699 |
(13) A space where a notary public or two witnesses can sign | 700 |
and date the written declaration as described in section 2108.73 | 701 |
of the Revised Code. | 702 |
(B) A written declaration may take the following form: | 703 |
APPOINTMENT OF REPRESENTATIVE FOR DISPOSITION OF BODILY | 704 |
REMAINS, FUNERAL ARRANGEMENTS, AND BURIAL OR CREMATION GOODS AND | 705 |
SERVICES: | 706 |
I, ................. (legal name and present address of | 707 |
declarant), an adult being of sound mind, willfully and | 708 |
voluntarily appoint my representative, named below, to have the | 709 |
right of disposition, as defined in section 2108.70 of the Revised | 710 |
Code, for my body upon my death. All decisions made by my | 711 |
representative with respect to the right of disposition shall be | 712 |
binding. | 713 |
REPRESENTATIVE: | 714 |
(If the representative is a group of persons, indicate the | 715 |
name, last known address, and telephone number of each person in | 716 |
the group.) | 717 |
Name(s): .................................................. | 718 |
Address(es): .............................................. | 719 |
Telephone Number(s): ...................................... | 720 |
FIRST SUCCESSOR REPRESENTATIVE: | 721 |
If my representative is disqualified from serving as my | 722 |
representative as described in section 2108.75 of the Revised | 723 |
Code, then I hereby appoint the following person or group of | 724 |
persons to serve as my first successor representative. | 725 |
(If the first successor representative is a group of persons, | 726 |
indicate the name, last known address, and telephone number of | 727 |
each person in the group.) | 728 |
Name(s): .................................................. | 729 |
Address(es): .............................................. | 730 |
Telephone Number(s): ...................................... | 731 |
SECOND SUCCESSOR REPRESENTATIVE: | 732 |
If my representative and first successor representative are | 733 |
disqualified from serving in such positions as described in | 734 |
section 2108.75 of the Revised Code, then I hereby appoint the | 735 |
following person or group of persons to serve as my second | 736 |
successor representative. | 737 |
(If the second successor representative is a group of | 738 |
persons, indicate the name, last known address, and telephone | 739 |
number of each person in the group.) | 740 |
Name(s): .................................................. | 741 |
Address(es): .............................................. | 742 |
Telephone Number(s): ...................................... | 743 |
PREFERENCES REGARDING HOW THE RIGHT OF DISPOSITION SHOULD BE | 744 |
EXERCISED, INCLUDING ANY RELIGIOUS OBSERVANCES THE DECLARANT | 745 |
WISHES A REPRESENTATIVE, FIRST SUCCESSOR REPRESENTATIVE, OR SECOND | 746 |
SUCCESSOR REPRESENTATIVE TO CONSIDER: | 747 |
748 | |
749 | |
750 | |
751 |
ONE OR MORE SOURCES OF FUNDS THAT COULD BE USED TO PAY FOR | 752 |
GOODS AND SERVICES ASSOCIATED WITH AN EXERCISE OF THE RIGHT OF | 753 |
DISPOSITION: | 754 |
755 | |
756 | |
757 | |
758 |
DURATION: | 759 |
The appointment of my representative and, if applicable, | 760 |
first successor representative and second successor | 761 |
representatives, becomes effective upon my death. | 762 |
PRIOR APPOINTMENTS REVOKED: | 763 |
I hereby revoke any written declaration that I executed in | 764 |
accordance with section 2108.70 of the Ohio Revised Code prior to | 765 |
the date of execution of this written declaration indicated below. | 766 |
AUTHORIZATION TO ACT: | 767 |
I hereby agree that any of the following that receives a copy | 768 |
of this written declaration may act under it: | 769 |
- Cemetery organization; | 770 |
- Business operating a crematory; | 771 |
- Business operating a columbarium; | 772 |
- Funeral director; | 773 |
- Embalmer; | 774 |
- Funeral home; | 775 |
- Any other person asked to assist with my funeral, burial, | 776 |
cremation, or other manner of final disposition. | 777 |
MODIFICATION AND REVOCATION - WHEN EFFECTIVE: | 778 |
Any modification or revocation of this written declaration is | 779 |
not effective as to any party until that party receives actual | 780 |
notice of the modification or revocation. | 781 |
LIABILITY: | 782 |
No person who acts in accordance with a properly executed | 783 |
copy of this written declaration shall be liable for damages of | 784 |
any kind associated with the person's reliance on this | 785 |
declaration. | 786 |
Signed this ...... day of ....... |
................................. |
(Signature of declarant) |
ACKNOWLEDGMENT OF ASSUMPTION OF OBLIGATIONS AND COSTS: | 788 |
By signing below, the representative, or first or second | 789 |
successor representative, if applicable, acknowledges that he or | 790 |
she, as representative or first or second successor | 791 |
representative, assumes the right of disposition as defined in | 792 |
section 2108.70 of the Revised Code, and understands that he or | 793 |
she is liable for the reasonable costs of exercising the right, | 794 |
including any goods and services that are purchased. | 795 |
ACCEPTANCE (OPTIONAL): | 796 |
The undersigned hereby accepts this appointment as | 797 |
representative, first successor representative, or second | 798 |
successor representative, as applicable, for the right of | 799 |
disposition as defined in section 2108.70 of the Revised Code. | 800 |
Signed this ...... day of ....... |
................................. |
Signature of representative (if representative is a group of persons, each person in the group shall sign) | 803 |
Signed this ...... day of ....... |
................................. |
Signature of first successor representative (if first successor representative is a group of persons, each person in the group shall sign) | 806 |
Signed this ...... day of ....... |
................................. |
Signature of second successor representative (if second successor representative is a group of persons, each person in the group shall sign) | 809 |
WITNESSES: | 810 |
I attest that the declarant signed or acknowledged this | 811 |
assignment of the right of disposition under section 2108.70 of | 812 |
the Revised Code in my presence and that the declarant is at least | 813 |
eighteen years of age and appears to be of sound mind and not | 814 |
under or subject to duress, fraud, or undue influence. I further | 815 |
attest that I am not the declarant's representative, first | 816 |
successor representative, or second successor representative, I am | 817 |
at least eighteen years of age, and I am not related to the | 818 |
declarant by blood, marriage, or adoption. | 819 |
First witness: | 821 | |||
Name (printed): | 822 | |||
........................ | Residing at: | .............. | 823 | |
Signature: | .............. | 824 | ||
........................ | .............. | 825 | ||
Date: | 826 | |||
........................ | 827 |
Second witness: | 829 | |||
Name (printed): | 830 | |||
........................ | Residing at: | .............. | 831 | |
Signature: | .............. | 832 | ||
........................ | .............. | 833 | ||
Date: | 834 | |||
........................ | 835 |
OR | 836 |
NOTARY ACKNOWLEDGMENT: | 837 |
State of Ohio | 838 |
County of ............. SS. | 839 |
On ..............., before me, the undersigned notary public, | 840 |
personally appeared ................., known to me or | 841 |
satisfactorily proven to be the person whose name is subscribed as | 842 |
the declarant, and who has acknowledged that he or she executed | 843 |
this written declaration under section 2108.70 of the Revised Code | 844 |
for the purposes expressed in that section. I attest that the | 845 |
declarant is at least eighteen years of age and appears to be of | 846 |
sound mind and not under or subject to duress, fraud, or undue | 847 |
influence. | 848 |
Signature of notary public |
.............................. |
My | 849 |
commission expires on: .... |
Sec. 2108.73. A written declaration executed by a declarant | 851 |
under section 2108.70 of the Revised Code shall be signed and | 852 |
dated by the declarant in the presence of either of the following: | 853 |
(A) A notary public who shall make the certification | 854 |
described in section 147.53 of the Revised Code. | 855 |
(B) Two witnesses who are adults and who are not related by | 856 |
blood, marriage, or adoption to the declarant. | 857 |
Sec. 2108.74. A declarant who executes a written declaration | 858 |
in accordance with section 2108.73 of the Revised Code warrants | 859 |
the truthfulness of the entire content of the declaration. | 860 |
Sec. 2108.75. (A) A person shall be disqualified from | 861 |
serving as a representative, first successor representative, or | 862 |
second successor representative, or from having the right of | 863 |
disposition for a deceased adult pursuant to section 2108.81 of | 864 |
the Revised Code, if any of the following occurs: | 865 |
(1) The person dies. | 866 |
(2) A probate court declares or determines that the person is | 867 |
incompetent. | 868 |
(3) The person resigns or declines to exercise the right as | 869 |
described in section 2108.88 of the Revised Code. | 870 |
(4) The person refuses to exercise the right within two days | 871 |
after notification of the declarant's death. | 872 |
(5) The person cannot be located with reasonable effort. | 873 |
(6) The person meets the criteria described in section | 874 |
2108.76 or 2108.77 of the Revised Code. | 875 |
(B) Subject to divisions (C)(2) and (D)(2) of section 2108.70 | 876 |
of the Revised Code, if a person is disqualified from serving as | 877 |
the declarant's representative, first successor representative, or | 878 |
second successor representative, or from having the right of | 879 |
disposition for a deceased adult pursuant to section 2108.81 of | 880 |
the Revised Code, as described in division (A) of this section, | 881 |
the right is automatically reassigned to, and vests in, the next | 882 |
person who has the right pursuant to the declarant's written | 883 |
declaration or pursuant to the order of priority in section | 884 |
2108.81 of the Revised Code. | 885 |
Sec. 2108.76. (A) Except as provided in division (B) of this | 886 |
section, if the person named as the declarant's representative, | 887 |
first successor representative, or second successor representative | 888 |
in a written declaration was the declarant's spouse at the time | 889 |
the declaration was executed, but is not the declarant's spouse at | 890 |
the time of the declarant's death, the former spouse shall no | 891 |
longer be qualified to serve as the declarant's representative, | 892 |
first successor representative, or second successor | 893 |
representative. | 894 |
(B) Division (A) of this section shall not apply and a former | 895 |
spouse is qualified to serve as a declarant's representative, | 896 |
first successor representative, or second successor representative | 897 |
if the declarant signs and dates, after the termination of the | 898 |
marriage, a document stating the declarant's intent that the | 899 |
former spouse be the declarant's representative, first successor | 900 |
representative, or second successor representative. The document | 901 |
must be notarized or witnessed in accordance with the procedures | 902 |
described in section 2108.73 of the Revised Code. | 903 |
Sec. 2108.77. If the person named as the declarant's | 904 |
representative, first successor representative, or second | 905 |
successor representative in a written declaration, or the person | 906 |
who has a deceased adult's right of disposition pursuant to | 907 |
section 2108.81 of the Revised Code, meets any of the following | 908 |
criteria, the person shall be disqualified from serving as the | 909 |
representative, first successor representative, or second | 910 |
successor representative, or from having the right: | 911 |
(A)(1) Subject to division (A)(2) of this section, the person | 912 |
has been charged with murder, aggravated murder, or voluntary | 913 |
manslaughter. | 914 |
(2) If the charges against the person described in division | 915 |
(A)(1) of this section are dismissed or if the person is acquitted | 916 |
of such charges, the right is restored to the person. | 917 |
(B)(1) Subject to division (B)(2) of this section, the person | 918 |
has been charged with an act of domestic violence under section | 919 |
2919.25 of the Revised Code and it has been alleged in the | 920 |
charging instrument or accompanying papers that the act resulted | 921 |
in or contributed to the declarant's death. | 922 |
(2) If the charges against the person described in division | 923 |
(B)(1) of this section are dismissed or if the person is acquitted | 924 |
of such charges, the right is restored to the person. | 925 |
(C) The person and the declarant or deceased adult are | 926 |
spouses and an action to terminate the marriage pursuant to | 927 |
Chapter 3105. of the Revised Code was pending at the time of the | 928 |
declarant's or deceased adult's death. | 929 |
(D) The person and the declarant or deceased adult are | 930 |
spouses and a probate court, on the motion of any other person or | 931 |
its own motion, determines that the declarant's or deceased | 932 |
adult's spouse and the declarant were estranged at the time of the | 933 |
declarant's or deceased adult's death. As used in this division, | 934 |
"estranged" means that a declarant's or a deceased adult's spouse | 935 |
and the declarant or deceased adult were physically and | 936 |
emotionally separated from each other, at the time of the | 937 |
declarant's or deceased adult's death, and had been separated for | 938 |
a period of time that clearly demonstrates an absence of due | 939 |
affection, trust, and regard between spouse and the declarant of | 940 |
deceased adult. | 941 |
Sec. 2108.78. If a declarant or deceased adult has made a | 942 |
valid declaration of an anatomical gift by will or any other | 943 |
document or means described in section 2108.04 of the Revised | 944 |
Code, any person to whom the declarant has assigned the right of | 945 |
disposition under section 2108.70 of the Revised Code, or who has | 946 |
the right as described in section 2108.81 of the Revised Code, is | 947 |
bound by the declaration of the anatomical gift and must follow | 948 |
the instructions associated with the gift before making any | 949 |
decisions or taking any other actions associated with the right. | 950 |
Sec. 2108.79. (A) Subject to divisions (B) and (C) of this | 951 |
section, if a declarant's representative, first successor | 952 |
representative, or second successor representative is a group of | 953 |
people in whom the right of disposition has vested as described in | 954 |
section 2108.71 of the Revised Code, or if a class of persons has | 955 |
the right as described in section 2108.81 of the Revised Code, and | 956 |
the persons in the group or class disagree regarding how the right | 957 |
is to be exercised, the decisions of the majority of the persons | 958 |
in the group or class shall prevail. | 959 |
(B) If, after reasonable efforts, less than all of the | 960 |
persons in a group or class described in division (A) of this | 961 |
section have been located, the decisions of the majority of the | 962 |
persons in the group or class who have been located prevail. | 963 |
(C) If a majority of persons cannot reach a decision under | 964 |
division (A) or (B) of this section, the probate court of the | 965 |
county in which the declarant or deceased person resided at the | 966 |
time of death shall make the decision in accordance with the | 967 |
criteria set forth in division (B) of section 2108.82 of the | 968 |
Revised Code. | 969 |
Sec. 2108.80. A declarant may revoke a written declaration | 970 |
executed under section 2108.70 of the Revised Code by indicating | 971 |
the declarant's desire to revoke the declaration in a document | 972 |
signed and dated by the declarant in the presence of either of the | 973 |
following: | 974 |
(A) A notary public who shall make the certification | 975 |
described in section 147.53 of the Revised Code. | 976 |
(B) Two witnesses who are adults and are not related by | 977 |
blood, marriage, or adoption to the declarant. | 978 |
Sec. 2108.81. (A) If either of the following is true, | 979 |
division (B) of this section shall apply: | 980 |
(1) An adult has not executed a written declaration pursuant | 981 |
to sections 2108.70 to 2108.73 of the Revised Code that remains in | 982 |
force at the time of the adult's death. | 983 |
(2) Each person to whom the right of disposition has been | 984 |
assigned or reassigned pursuant to a written declaration is | 985 |
disqualified from exercising the right as described in section | 986 |
2108.75 of the Revised Code. | 987 |
(B) Subject to division (A) of this section and sections | 988 |
2108.75 and 2108.79 of the Revised Code, the right of disposition | 989 |
is assigned to the following persons, if mentally competent adults | 990 |
who can be located with reasonable effort, in the order of | 991 |
priority stated: | 992 |
(1) The deceased person's surviving spouse; | 993 |
(2) The sole surviving child of the deceased person or, if | 994 |
there is more than one surviving child, all of the surviving | 995 |
children, collectively. | 996 |
(3) The deceased person's surviving parent or parents; | 997 |
(4) The deceased person's surviving sibling, whether of the | 998 |
whole or of the half blood or, if there is more than one sibling | 999 |
of the whole or of the half blood, all of the surviving siblings, | 1000 |
collectively; | 1001 |
(5) The deceased person's surviving grandparent or | 1002 |
grandparents; | 1003 |
(6) The lineal descendants of the deceased person's | 1004 |
grandparents, as described in division (I) of section 2105.06 of | 1005 |
the Revised Code; | 1006 |
(7) The person who was the deceased person's guardian at the | 1007 |
time of the deceased person's death, if a guardian had been | 1008 |
appointed; | 1009 |
(8) Any other person willing to assume the right of | 1010 |
disposition, including the personal representative of the deceased | 1011 |
person's estate or the licensed funeral director with custody of | 1012 |
the deceased person's body, after attesting in writing that a good | 1013 |
faith effort has been made to locate the persons in divisions | 1014 |
(B)(1) to (7) of this section. | 1015 |
Sec. 2108.82. (A) Notwithstanding section 2108.81 of the | 1016 |
Revised Code and in accordance with division (B) of this section, | 1017 |
the probate court for the county in which the declarant or | 1018 |
deceased person resided at the time of death may, on its own | 1019 |
motion or the motion of another person, assign to any person the | 1020 |
right of disposition for a declarant or deceased person. | 1021 |
(B) In making a determination for purposes of division (A) of | 1022 |
this section and division (C) of section 2108.79 of the Revised | 1023 |
Code, the court shall consider the following: | 1024 |
(1) Whether evidence presented to, or in the possession of | 1025 |
the court, demonstrates that the person who is the subject of the | 1026 |
motion and the declarant or deceased person had a close personal | 1027 |
relationship; | 1028 |
(2) The reasonableness and practicality of any plans that the | 1029 |
person who is the subject of the motion may have for the | 1030 |
declarant's or deceased person's funeral, burial, cremation, or | 1031 |
final disposition, including the degree to which such plans allow | 1032 |
maximum participation by all persons who wish to pay their final | 1033 |
respects to the deceased person; | 1034 |
(3) The willingness of the person who is the subject of the | 1035 |
motion to assume the responsibility to pay for the declarant's or | 1036 |
deceased person's funeral, burial, cremation, or final disposition | 1037 |
and the desires of that person; | 1038 |
(4) The convenience and needs of other families and friends | 1039 |
wishing to pay their final respects to the declarant or deceased | 1040 |
person; | 1041 |
(5) The express written desires of the declarant or deceased | 1042 |
person. | 1043 |
(C) Except to the extent considered under division (B)(3) of | 1044 |
this section, the following persons do not have a greater claim to | 1045 |
the right of disposition than such persons otherwise have pursuant | 1046 |
to law: | 1047 |
(1) A person who is willing to assume the responsibility to | 1048 |
pay for the declarant's or deceased person's funeral, burial, | 1049 |
cremation, or final disposition; | 1050 |
(2) The personal representative of the declarant or deceased | 1051 |
person. | 1052 |
Sec. 2108.83. In the event of a dispute regarding the right | 1053 |
of disposition, a funeral home, funeral director, crematory | 1054 |
operator, cemetery operator, cemetery organization, or other | 1055 |
person asked to assist with a declarant's or deceased person's | 1056 |
funeral, burial, cremation, or other manner of final disposition | 1057 |
shall not be liable for damages of any kind for refusing to accept | 1058 |
the remains, refusing to inter, cremate, or otherwise dispose of | 1059 |
the remains, or refusing to complete funeral or other arrangements | 1060 |
pertaining to final disposition until such funeral home, funeral | 1061 |
director, crematory operator, cemetery operator, cemetery | 1062 |
organization, or other person receives a court order or a written | 1063 |
document that is executed by a person that the funeral home, | 1064 |
funeral director, crematory operator, cemetery operator, cemetery | 1065 |
organization, or other person reasonably believes has the right of | 1066 |
disposition and that clearly expresses how the right of | 1067 |
disposition is to be exercised. | 1068 |
Sec. 2108.84. If a funeral home, funeral director, crematory | 1069 |
operator, or other person asked to assist with a declarant's or | 1070 |
deceased person's funeral, burial, cremation, or other manner of | 1071 |
final disposition is in possession of a declarant's or deceased | 1072 |
person's remains while a dispute described in section 2108.83 of | 1073 |
the Revised Code is pending, the funeral home, funeral director, | 1074 |
crematory operator, or other person may embalm or refrigerate and | 1075 |
shelter the remains to preserve them and may add the cost of | 1076 |
embalming, refrigeration, and sheltering to the final disposition | 1077 |
costs to be charged. | 1078 |
Sec. 2108.85. (A) If a funeral home, funeral director, | 1079 |
crematory operator, cemetery operator, cemetery organization, or | 1080 |
other person asked to assist with a declarant's or deceased | 1081 |
person's funeral, burial, cremation, or other manner of final | 1082 |
disposition brings a legal action for purposes of section 2108.83 | 1083 |
or 2108.84 of the Revised Code, the funeral home, funeral | 1084 |
director, crematory operator, cemetery operator, cemetery | 1085 |
organization, or other person may add to the costs the person | 1086 |
charges for the goods and services the person provided the legal | 1087 |
fees, if reasonable, and the court costs that the person incurred. | 1088 |
(B) The right created by division (A) of this section shall | 1089 |
neither be construed to require, nor impose a duty on, a funeral | 1090 |
home, funeral director, crematory operator, cemetery operator, | 1091 |
cemetery organization, or other person asked to assist with a | 1092 |
declarant's or deceased person's funeral, burial, cremation, or | 1093 |
other manner of final disposition, to bring a legal action and | 1094 |
such person shall not be held criminally or civilly liable for not | 1095 |
bringing an action. | 1096 |
Sec. 2108.86. (A) A funeral home, funeral director, | 1097 |
crematory operator, cemetery operator, cemetery organization, or | 1098 |
other person asked to assist with a declarant's funeral, burial, | 1099 |
cremation, or other manner of final disposition has the right to | 1100 |
rely on the content of a written declaration and the instructions | 1101 |
of the person or group of persons whom the funeral home, funeral | 1102 |
director, crematory operator, cemetery operator, cemetery | 1103 |
organization, or other person reasonably believes has the right of | 1104 |
disposition. | 1105 |
(B) If the circumstances described in division (A) of section | 1106 |
2108.81 of the Revised Code apply, a funeral home, funeral | 1107 |
director, crematory operator, cemetery operator, cemetery | 1108 |
organization, or other person asked to assist with a deceased | 1109 |
person's funeral, burial, cremation, or other manner of final | 1110 |
disposition has the right to rely on the instructions of the | 1111 |
person or group of persons the funeral home, funeral director, | 1112 |
crematory operator, cemetery operator, cemetery organization, or | 1113 |
other person reasonably believes has the right of disposition | 1114 |
pursuant to section 2108.81 of the Revised Code. | 1115 |
(C) No funeral home, funeral director, crematory operator, | 1116 |
cemetery operator, cemetery organization, or other person asked to | 1117 |
assist with a deceased person's funeral, burial, cremation, or | 1118 |
other manner of final disposition, who relies, pursuant to | 1119 |
divisions (A) and (B) of this section, in good faith on the | 1120 |
contents of a written declaration or the instructions of the | 1121 |
person or group of persons the funeral home, funeral director, | 1122 |
crematory operator, cemetery operator, cemetery organization, or | 1123 |
other person reasonably believes has the right of disposition, | 1124 |
shall be subject to criminal or civil liability or subject to | 1125 |
disciplinary action for taking an action or not taking an action | 1126 |
in reliance on such contents or instructions and for otherwise | 1127 |
complying with sections 2108.70 to 2108.90 of the Revised Code. | 1128 |
Sec. 2108.87. (A) A funeral home, funeral director, | 1129 |
crematory operator, cemetery operator, cemetery organization, or | 1130 |
other person asked to assist with a deceased person's funeral, | 1131 |
burial, cremation, or other manner of final disposition may | 1132 |
independently investigate the existence of, or locate or contact, | 1133 |
the following persons: | 1134 |
(1) A representative, first successor representative, or | 1135 |
second successor representative named in a written declaration; | 1136 |
(2) A person listed in section 2108.81 of the Revised Code. | 1137 |
(B) In no circumstances shall a funeral home, funeral | 1138 |
director, crematory operator, cemetery operator, cemetery | 1139 |
organization, or other person asked to assist with a deceased | 1140 |
person's funeral, burial, cremation, or other manner of final | 1141 |
disposition have a duty to independently investigate the existence | 1142 |
of, or locate or contact, the persons described in division (A) of | 1143 |
this section. | 1144 |
Sec. 2108.88. (A) A person to whom a declarant's or deceased | 1145 |
person's right of disposition has been assigned or reassigned | 1146 |
pursuant to section 2108.70 or 2108.81 of the Revised Code may | 1147 |
decline to exercise the right or resign after beginning to | 1148 |
exercise the right. | 1149 |
(B) A person described in division (A) of this section who | 1150 |
resigns after beginning to exercise the right shall be subject to | 1151 |
section 2108.89 of the Revised Code. | 1152 |
Sec. 2108.89. The following persons shall be liable for the | 1153 |
reasonable costs of any goods or services purchased in connection | 1154 |
with the exercise of the right of disposition for a declarant or | 1155 |
deceased person: | 1156 |
(A) A representative, first successor representative, or | 1157 |
second successor who assumes liability for the cost of such goods | 1158 |
and services by signing a written declaration that states that | 1159 |
such an assumption is made; | 1160 |
(B) A person to whom the right of disposition is assigned | 1161 |
pursuant to section 2108.81 of the Revised Code and who has | 1162 |
purchased goods or services associated with an exercise of the | 1163 |
right. | 1164 |
Sec. 2108.90. Pursuant to division (A) of section 2101.24 of | 1165 |
the Revised Code, the probate court for the county in which the | 1166 |
declarant or deceased person resided at the time of death or the | 1167 |
county in which a living person whose post-death arrangements are | 1168 |
the subject of dispute resides shall have exclusive jurisdiction | 1169 |
over any action that results from sections 2108.70 to 2108.89 of | 1170 |
the Revised Code. | 1171 |
Sec. 2109.02. Every fiduciary, before entering upon the | 1172 |
execution of a trust, shall receive letters of appointment from a | 1173 |
probate court having jurisdiction of the subject matter of the | 1174 |
trust. | 1175 |
The duties of a fiduciary shall be those required by law, and | 1176 |
such additional duties as the court orders. Letters of appointment | 1177 |
shall not issue until a fiduciary has executed a written | 1178 |
acceptance of | 1179 |
the fiduciary is subject to removal for failure to
perform | 1180 |
fiduciary's duties, and that | 1181 |
possible penalties for conversion of property
| 1182 |
holds as a fiduciary. The written acceptance may be filed with the | 1183 |
application for appointment. | 1184 |
No act or transaction by a fiduciary is valid prior to the | 1185 |
issuance of letters of appointment to | 1186 |
section does not prevent an executor named in a will, | 1187 |
executor nominated pursuant to a power as described in section | 1188 |
2107.65 of the Revised Code, or a person with the right of | 1189 |
disposition under section 2108.70 or 2108.81 of the Revised Code | 1190 |
from paying funeral expenses, or prevent necessary acts for the | 1191 |
preservation of the trust estate prior to the issuance of such | 1192 |
letters. | 1193 |
Sec. 2111.13. (A) When a guardian is appointed to have the | 1194 |
custody and maintenance of a ward, and to have charge of the | 1195 |
education of the ward if the ward is a minor, the guardian's | 1196 |
duties are as follows: | 1197 |
(1) To protect and control the person of the ward; | 1198 |
(2) To provide suitable maintenance for the ward when | 1199 |
necessary, which shall be paid out of the estate of such ward upon | 1200 |
the order of the guardian of the person; | 1201 |
(3) To provide such maintenance and education for such ward | 1202 |
as the amount of the ward's estate justifies when the ward is a | 1203 |
minor and has no father or mother, or has a father or mother who | 1204 |
fails to maintain or educate the ward, which shall be paid out of | 1205 |
such ward's estate upon the order of the guardian of the person; | 1206 |
(4) To obey all the orders and judgments of the probate court | 1207 |
touching the guardianship. | 1208 |
(B) Except as provided in section 2111.131 of the Revised | 1209 |
Code, no part of the ward's estate shall be used for the support, | 1210 |
maintenance, or education of such ward unless ordered and approved | 1211 |
by the court. | 1212 |
(C) A guardian of the person may authorize or approve the | 1213 |
provision to the ward of medical, health, or other professional | 1214 |
care, counsel, treatment, or services unless the ward or an | 1215 |
interested party files objections with the probate court, or the | 1216 |
court, by rule or order, provides otherwise. | 1217 |
(D) | 1218 |
ward under section 2108.70 or 2108.81 of the Revised Code has made | 1219 |
a decision regarding whether or not consent to an autopsy or | 1220 |
post-mortem examination on the body of the deceased ward under | 1221 |
section 2108.50 of the Revised Code shall be given, a guardian of | 1222 |
the person of a ward who has died may consent
to | 1223 |
post-mortem examination | 1224 |
1225 |
(E) If a deceased ward did not have a guardian of the estate | 1226 |
1227 | |
court, and a person with the right of disposition for a ward, as | 1228 |
described in section 2108.70 or 2108.81 of the Revised Code, has | 1229 |
not made a decision regarding the disposition of the ward's body | 1230 |
or remains, the guardian of the person of the ward may authorize | 1231 |
the burial or cremation of the | 1232 |
(F) A guardian who gives consent or authorization as | 1233 |
described in | 1234 |
shall notify the probate court as soon as possible after giving | 1235 |
the consent or authorization. | 1236 |
Sec. 2113.031. (A) As used in this section: | 1237 |
(1) "Financial institution" has the same meaning as in | 1238 |
section 5725.01 of the Revised Code. "Financial institution" also | 1239 |
includes a credit union and a fiduciary that is not a trust | 1240 |
company but that does trust business. | 1241 |
(2) "Funeral and burial expenses" means whichever of the | 1242 |
following applies: | 1243 |
(a) The funeral and burial expenses of the decedent that are | 1244 |
included in the bill of a funeral director; | 1245 |
(b) The funeral expenses of the decedent that are not | 1246 |
included in the bill of a funeral director and that have been | 1247 |
approved by the probate court; | 1248 |
(c) The funeral and burial expenses of the decedent that are | 1249 |
described in divisions (A)(2)(a) and (b) of this section. | 1250 |
(3) "Surviving spouse" means either of the following: | 1251 |
(a) The surviving spouse of a decedent who died leaving the | 1252 |
surviving spouse and no minor children; | 1253 |
(b) The surviving spouse of a decedent who died leaving the | 1254 |
surviving spouse and minor children, all of whom are children of | 1255 |
the decedent and the surviving spouse. | 1256 |
(B)(1) If the value of the assets of the decedent's estate | 1257 |
does not exceed the lesser
of | 1258 |
amount of the decedent's funeral and burial expenses, any person | 1259 |
who is not a surviving spouse and who has paid or is obligated in | 1260 |
writing to pay the decedent's funeral and burial expenses, | 1261 |
including a person described in section 2108.89 of the Revised | 1262 |
Code, may apply to the probate court for an order granting a | 1263 |
summary release from administration in accordance with this | 1264 |
section. | 1265 |
(2) If either of the following applies, the decedent's | 1266 |
surviving spouse may apply to the probate court for an order | 1267 |
granting a summary release from administration in accordance with | 1268 |
this section: | 1269 |
(a) The decedent's funeral and burial expenses have been | 1270 |
prepaid, and the value of the assets of the decedent's estate does | 1271 |
not exceed the total of the following items: | 1272 |
(i) The allowance for support that is made under division (A) | 1273 |
of section 2106.13 of the Revised Code to the surviving spouse | 1274 |
and, if applicable, to the decedent's minor children and that is | 1275 |
distributable in accordance with division (B)(1) or (2) of that | 1276 |
section; | 1277 |
(ii) An amount, not exceeding | 1278 |
the decedent's funeral and burial expenses referred to in division | 1279 |
(A)(2)(c) of this section. | 1280 |
(b) The decedent's funeral and burial expenses have not been | 1281 |
prepaid, the decedent's surviving spouse has paid or is obligated | 1282 |
in writing to pay the decedent's funeral and burial expenses, and | 1283 |
the value of the assets of the decedent's estate does not exceed | 1284 |
the total of the items referred to in divisions (B)(2)(a)(i) and | 1285 |
(ii) of this section. | 1286 |
(C) A probate court shall order a summary release from | 1287 |
administration in connection with a decedent's estate only if the | 1288 |
court finds that all of the following are satisfied: | 1289 |
(1) A person described in division (B)(1) of this section is | 1290 |
the applicant for a summary release from administration, and the | 1291 |
value of the assets of the decedent's estate does not exceed the | 1292 |
lesser of | 1293 |
decedent's funeral and burial expenses, or the applicant for a | 1294 |
summary release from administration is the decedent's surviving | 1295 |
spouse, and the circumstances described in division (B)(2)(a) or | 1296 |
(b) of this section apply. | 1297 |
(2) The application for a summary release from administration | 1298 |
does all of the following: | 1299 |
(a) Describes all assets of the decedent's estate that are | 1300 |
known to the applicant; | 1301 |
(b) Is in the form that the supreme court prescribes pursuant | 1302 |
to its powers of superintendence under Section 5 of Article IV, | 1303 |
Ohio Constitution, and is consistent with the requirements of this | 1304 |
division; | 1305 |
(c) Has been signed and acknowledged by the applicant in the | 1306 |
presence of a notary public or a deputy clerk of the probate | 1307 |
court; | 1308 |
(d) Sets forth the following information if the decedent's | 1309 |
estate includes a described type of asset: | 1310 |
(i) If the decedent's estate includes a motor vehicle, the | 1311 |
motor vehicle's year, make, model, body type, manufacturer's | 1312 |
vehicle identification number, certificate of title number, and | 1313 |
date of death value; | 1314 |
(ii) If the decedent's estate includes an account maintained | 1315 |
by a financial institution, that institution's name and the | 1316 |
account's complete identifying number and date of death balance; | 1317 |
(iii) If the decedent's estate includes one or more shares of | 1318 |
stock or bonds, the total number of the shares and bonds and their | 1319 |
total date of death value and, for each share or bond, its serial | 1320 |
number, the name of its issuer, its date of death value, and, if | 1321 |
any, the name and address of its transfer agent. | 1322 |
(3) The application for a summary release from administration | 1323 |
is accompanied by all of the following that apply: | 1324 |
(a) A receipt, contract, written declaration as defined in | 1325 |
section 2108.70 of the Revised Code, or other document that | 1326 |
confirms the applicant's payment or obligation to pay the | 1327 |
decedent's funeral and burial expenses or, if applicable in the | 1328 |
case of the decedent's surviving spouse, the prepayment of the | 1329 |
decedent's funeral and burial expenses; | 1330 |
(b) An application for a certificate of transfer as described | 1331 |
in section 2113.61 of the Revised Code, if an interest in real | 1332 |
property is included in the assets of the decedent's estate; | 1333 |
(c) The fee required by division (A)(59) of section 2101.16 | 1334 |
of the Revised Code. | 1335 |
(4) At the time of its determination on the application, | 1336 |
there are no pending proceedings for the administration of the | 1337 |
decedent's estate and no pending proceedings for relief of the | 1338 |
decedent's estate from administration under section 2113.03 of the | 1339 |
Revised Code. | 1340 |
(5) At the time of its determination on the application, | 1341 |
there are no known assets of the decedent's estate other than the | 1342 |
assets described in the application. | 1343 |
(D) If the probate court determines that the requirements of | 1344 |
division (C) of this section are satisfied, the probate court | 1345 |
shall issue an order that grants a summary release from | 1346 |
administration in connection with the decedent's estate. The order | 1347 |
has, and shall specify that it has, all of the following effects: | 1348 |
(1) It relieves the decedent's estate from administration. | 1349 |
(2) It directs the delivery to the applicant of the | 1350 |
decedent's personal property together with the title to that | 1351 |
property. | 1352 |
(3) It directs the transfer to the applicant of the title to | 1353 |
any interests in real property included in the decedent's estate. | 1354 |
(4) It eliminates the need for a financial institution, | 1355 |
corporation, or other entity or person referred to in any | 1356 |
provision of divisions (A) to (F) of section 5731.39 of the | 1357 |
Revised Code to obtain, as otherwise would be required by any of | 1358 |
those divisions, the written consent of the tax commissioner prior | 1359 |
to the delivery, transfer, or payment to the applicant of an asset | 1360 |
of the decedent's estate. | 1361 |
(E) A certified copy of an order that grants a summary | 1362 |
release from administration together with a certified copy of the | 1363 |
application for that order constitutes sufficient authority for a | 1364 |
financial institution, corporation, or other entity or person | 1365 |
referred to in divisions (A) to (F) of section 5731.39 of the | 1366 |
Revised Code or for a clerk of a court of common pleas to transfer | 1367 |
title to an asset of the decedent's estate to the applicant for | 1368 |
the summary release from administration. | 1369 |
(F) This section does not affect the ability of qualified | 1370 |
persons to file an application to relieve an estate from | 1371 |
administration under section 2113.03 of the Revised Code or to | 1372 |
file an application for the grant of letters testamentary or | 1373 |
letters of administration in connection with the decedent's | 1374 |
estate. | 1375 |
Sec. 2113.37. The probate court, in settlement of an | 1376 |
1377 | |
1378 | |
expended by | 1379 |
deceased and a just amount paid by | 1380 |
association or corporation as a perpetual fund for caring for and | 1381 |
preserving the lot on which the
deceased is buried | 1382 |
(A) An executor; | 1383 |
(B) An administrator; | 1384 |
(C) A person with the right of disposition under section | 1385 |
2108.70 or 2108.81 of the Revised Code. | 1386 |
It is not incumbent on | 1387 |
person to procure a tombstone or monument or to pay any sum into | 1388 |
such fund. | 1389 |
Sec. 2117.25. (A) Every executor or administrator shall | 1390 |
proceed with diligence to pay the debts of the decedent and shall | 1391 |
apply the assets in the following order: | 1392 |
(1) Costs and expenses of administration; | 1393 |
(2) An amount, not exceeding | 1394 |
funeral expenses that are included in the bill of a funeral | 1395 |
director, funeral expenses other than those in the bill of a | 1396 |
funeral director that are approved by the probate court, and an | 1397 |
amount, not exceeding | 1398 |
cemetery expenses, including that portion of the funeral | 1399 |
director's bill allocated to cemetery expenses that have been paid | 1400 |
to the cemetery by the funeral director. | 1401 |
For purposes of this division, burial and cemetery expenses | 1402 |
shall be limited to the following: | 1403 |
(a) The purchase of a | 1404 |
(b) Monuments or other markers; | 1405 |
(c) The outer burial container; | 1406 |
(d) The cost of opening and closing the place of interment; | 1407 |
(e) The urn. | 1408 |
(3) The allowance for support made to the surviving spouse, | 1409 |
minor children, or both under section 2106.13 of the Revised Code; | 1410 |
(4) Debts entitled to a preference under the laws of the | 1411 |
United States; | 1412 |
(5) Expenses of the last sickness of the decedent; | 1413 |
(6) If the total bill of a funeral director for funeral | 1414 |
expenses exceeds
| 1415 |
the amount described in division (A)(2) of this section, an | 1416 |
amount,
not exceeding | 1417 |
expenses that are
included in the bill and that exceed | 1418 |
thousand dollars; | 1419 |
(7) Personal property taxes, claims made under the estate | 1420 |
recovery program instituted pursuant to section 5111.11 of the | 1421 |
Revised Code, and obligations for which the decedent was | 1422 |
personally liable to the state or any of its subdivisions; | 1423 |
(8) Debts for manual labor performed for the decedent within | 1424 |
twelve months preceding the decedent's death, not exceeding three | 1425 |
hundred dollars to any one person; | 1426 |
(9) Other debts for which claims have been presented and | 1427 |
finally allowed. | 1428 |
(B) The part of the bill of a funeral director that exceeds | 1429 |
the total of | 1430 |
(A)(2) and (6) of this section, and the part of a claim included | 1431 |
in division (A)(8) of this section that exceeds three hundred | 1432 |
dollars shall be included as a debt under division (A)(9) of this | 1433 |
section, depending upon the time when the claim for the additional | 1434 |
amount is presented. | 1435 |
(C) Any natural person or fiduciary who pays a claim of any | 1436 |
creditor described in division (A) of this section shall be | 1437 |
subrogated to the rights of that creditor proportionate to the | 1438 |
amount of the payment and shall be entitled to reimbursement for | 1439 |
that amount in accordance with the priority of payments set forth | 1440 |
in that division. | 1441 |
(D)(1) Chapters 2113. to 2125. of the Revised Code, relating | 1442 |
to the manner in which and the time within which claims shall be | 1443 |
presented, shall apply to claims set forth in divisions (A)(2), | 1444 |
(6), and (8) of this section. Claims for an expense of | 1445 |
administration or for the allowance for support need not be | 1446 |
presented. The executor or administrator shall pay debts included | 1447 |
in divisions (A)(4) and (7) of this section, of which the executor | 1448 |
or administrator has knowledge, regardless of presentation. | 1449 |
(2) The giving of written notice to an executor or | 1450 |
administrator of a motion or application to revive an action | 1451 |
pending against the decedent at the date of death shall be | 1452 |
equivalent to the presentation of a claim to the executor or | 1453 |
administrator for the purpose of determining the order of payment | 1454 |
of any judgment rendered or decree entered in such an action. | 1455 |
(E) No payments shall be made to creditors of one class until | 1456 |
all those of the preceding class are fully paid or provided for. | 1457 |
If the assets are insufficient to pay all the claims of one class, | 1458 |
the creditors of that class shall be paid ratably. | 1459 |
(F) If it appears at any time that the assets have been | 1460 |
exhausted in paying prior or preferred charges, allowances, or | 1461 |
claims, those payments shall be a bar to an action on any claim | 1462 |
not entitled to that priority or preference. | 1463 |
Sec. 2117.251. A claim under the bill of a funeral director | 1464 |
pursuant to section 2117.25 of the Revised Code arises subsequent | 1465 |
to the death of the decedent and is not in satisfaction of a | 1466 |
personal obligation of the individual during the individual's | 1467 |
lifetime. If a decedent during the decedent's lifetime has | 1468 |
purchased an irrevocable preneed funeral contract pursuant to | 1469 |
section 1111.19 of the Revised Code, then those provisions of | 1470 |
section 2117.25 of the Revised Code that relate to the bill of a | 1471 |
funeral director, including divisions (A) and (B) of that section, | 1472 |
do not apply to the estate of the decedent and the estate is not | 1473 |
liable for the funeral expenses of the decedent. | 1474 |
Sec. 4511.451. (A) As used in this section, "funeral | 1475 |
procession" means two or more vehicles accompanying the cremated | 1476 |
remains or the body of a deceased person in the daytime when each | 1477 |
of the vehicles has its headlights lighted and is displaying a | 1478 |
purple and white or an orange and white pennant attached to each | 1479 |
vehicle in such a manner as to be clearly visible to traffic | 1480 |
approaching from any direction. | 1481 |
(B) Excepting public safety vehicles proceeding in accordance | 1482 |
with section 4511.45 of the Revised Code or when directed | 1483 |
otherwise by a police officer, pedestrians and the operators of | 1484 |
all vehicles, street cars, and trackless trolleys shall yield the | 1485 |
right of way to each vehicle that is a part of a funeral | 1486 |
procession. Whenever the lead vehicle in a funeral procession | 1487 |
lawfully enters an intersection, the remainder of the vehicles in | 1488 |
the procession may continue to follow the lead vehicle through the | 1489 |
intersection notwithstanding any traffic control devices or right | 1490 |
of way provisions of the Revised Code, provided that the operator | 1491 |
of each vehicle exercises due care to avoid colliding with any | 1492 |
other vehicle or pedestrian. | 1493 |
(C) No person shall operate any vehicle as a part of a | 1494 |
funeral procession without having the headlights of the vehicle | 1495 |
lighted and without displaying a purple and white or an orange and | 1496 |
white pennant in such a manner as to be clearly visible to traffic | 1497 |
approaching from any direction. | 1498 |
| 1499 |
violates this section is guilty of a minor misdemeanor. If, within | 1500 |
one year of the offense, the offender previously has been | 1501 |
convicted of or pleaded guilty to one predicate motor vehicle or | 1502 |
traffic offense, whoever violates this section is guilty of a | 1503 |
misdemeanor of the fourth degree. If, within one year of the | 1504 |
offense, the offender previously has been convicted of two or more | 1505 |
predicate motor vehicle or traffic offenses, whoever violates this | 1506 |
section is guilty of a misdemeanor of the third degree. | 1507 |
Sec. 4717.21. (A) Any person, on an antemortem basis, may | 1508 |
serve as the person's own authorizing agent, authorize the | 1509 |
person's own cremation, and specify the arrangements for the final | 1510 |
disposition of the person's own cremated remains by executing an | 1511 |
antemortem cremation authorization form. A guardian, custodian, or | 1512 |
other personal representative who is authorized by law or contract | 1513 |
to do so on behalf of a person, on an antemortem basis, may | 1514 |
authorize the cremation of the person and specify the arrangements | 1515 |
for the final disposition of the person's cremated remains by | 1516 |
executing an antemortem cremation authorization form on the | 1517 |
person's behalf. Any such antemortem cremation authorization form | 1518 |
also shall be signed by one witness. The original copy of the | 1519 |
executed authorization form shall be sent to the operator of the | 1520 |
crematory facility being authorized to conduct the cremation, and | 1521 |
a copy shall be retained by the person who executed the | 1522 |
authorization form. The person who executed an antemortem | 1523 |
cremation authorization form may revoke the authorization at any | 1524 |
time by providing written notice of the revocation to the operator | 1525 |
of the crematory facility named in the authorization form. The | 1526 |
person who executed the authorization form may transfer the | 1527 |
authorization to another crematory facility by providing written | 1528 |
notice to the operator of the crematory facility named in the | 1529 |
original authorization of the revocation of the authorization and, | 1530 |
in accordance with this division, executing a new antemortem | 1531 |
cremation authorization form authorizing the operator of another | 1532 |
crematory facility to conduct the cremation. | 1533 |
(B)(1) Each antemortem cremation authorization form shall | 1534 |
specify the final disposition that is to be made of the cremated | 1535 |
remains. | 1536 |
(2) Every antemortem cremation authorization form entered | 1537 |
into on or after the effective date of this amendment shall | 1538 |
specify the final disposition that is to be made of the remains | 1539 |
and shall include a provision in substantially the following form: | 1540 |
NOTICE: Upon the death of the person who is the subject of | 1541 |
this antemortem cremation authorization, the person holding the | 1542 |
right of disposition under section 2108.70 or 2108.81 of the | 1543 |
Revised Code may cancel the cremation arrangements, modify the | 1544 |
arrangements for the final disposition of the cremated remains, or | 1545 |
make alternative arrangements for the final disposition of the | 1546 |
decedent's body. However, the person executing this antemortem | 1547 |
cremation authorization is encouraged to state his or her | 1548 |
preferences as to the manner of final disposition in a declaration | 1549 |
of the right of disposition pursuant to section 2108.72 of the | 1550 |
Revised Code, including that the arrangements set forth in this | 1551 |
form shall be followed. | 1552 |
(C) | 1553 |
section, when the operator of a crematory facility is in | 1554 |
possession of a cremation authorization form that has been | 1555 |
executed on an antemortem basis in accordance with this section, | 1556 |
the other conditions set forth in division (A) of section 4717.23 | 1557 |
of the Revised Code have been met, the crematory facility has | 1558 |
possession of the decedent to which the antemortem authorization | 1559 |
pertains, and the crematory facility has received payment for the | 1560 |
cremation of the decedent and the final disposition of the | 1561 |
cremated remains of the decedent or is otherwise assured of | 1562 |
payment for those services, the crematory facility shall cremate | 1563 |
the decedent and dispose of the cremated remains in accordance | 1564 |
with the instructions contained in the antemortem cremation | 1565 |
authorization form | 1566 |
1567 | |
1568 | |
1569 | |
1570 | |
1571 | |
1572 | |
1573 |
(2) A person with the right of disposition for a decedent | 1574 |
under section 2108.70 of the Revised Code who is not disqualified | 1575 |
under section 2108.75 of the Revised Code may cancel the | 1576 |
arrangements for the decedent's cremation, modify the arrangements | 1577 |
for the final disposition of the decedent's cremated remains, or | 1578 |
make alternative arrangements for the final disposition of the | 1579 |
decedent's body. If a person with the right takes any such action, | 1580 |
the operator shall disregard the instructions contained in the | 1581 |
cremation authorization form and follow the instructions of the | 1582 |
person with the right. | 1583 |
(D) An antemortem cremation authorization form executed under | 1584 |
division (A) of this section does not constitute a contract for | 1585 |
conducting the cremation of the person named in the authorization | 1586 |
form or for the final disposition of the person's cremated | 1587 |
remains. Despite the existence of such an antemortem cremation | 1588 |
authorization, a person identified under | 1589 |
1590 | |
as being entitled to act as the authorizing agent for the | 1591 |
cremation of the decedent named in the antemortem authorization, | 1592 |
in the descending order of priority in which they are listed, may | 1593 |
modify, in writing, the arrangements for the final disposition of | 1594 |
the cremated remains of the decedent set forth in the | 1595 |
authorization form or may cancel the cremation and claim the | 1596 |
decedent's body for purposes of making alternative arrangements | 1597 |
for the final disposition of the decedent's body. The revocation | 1598 |
of an antemortem cremation authorization form executed under | 1599 |
division (A) of this section, or the cancellation of the cremation | 1600 |
of the person named in the antemortem authorization or | 1601 |
modification of the arrangements for the final disposition of the | 1602 |
person's cremated remains as authorized by this division, does not | 1603 |
affect the validity or enforceability of any contract entered into | 1604 |
for the cremation of the person named in the antemortem | 1605 |
authorization or for the final disposition of the person's | 1606 |
cremated remains. | 1607 |
(E) Nothing in this section applies to any antemortem | 1608 |
cremation authorization form executed prior to the effective date | 1609 |
of this section. Any cemetery, funeral home, crematory facility, | 1610 |
or other party may specify, with the written approval of the | 1611 |
person who executed the antemortem authorization, that such an | 1612 |
antemortem authorization is subject to sections 4717.21 to 4717.30 | 1613 |
of the Revised Code. | 1614 |
Sec. 4717.22. (A) The | 1615 |
1616 | |
disposition under section 2108.70 or 2108.81 of the Revised Code | 1617 |
may serve as an authorizing agent for the cremation of a dead | 1618 |
human body, including, without limitation, a dead human body that | 1619 |
was donated to science for purposes of medical education or | 1620 |
research | 1621 |
| 1622 |
1623 |
| 1624 |
1625 | |
1626 | |
1627 |
| 1628 |
1629 | |
1630 | |
1631 |
| 1632 |
1633 | |
1634 | |
1635 | |
1636 | |
1637 | |
1638 | |
1639 |
| 1640 |
1641 | |
1642 | |
1643 | |
1644 | |
1645 | |
1646 | |
1647 | |
1648 | |
1649 |
| 1650 |
1651 | |
1652 | |
1653 | |
1654 |
| 1655 |
1656 | |
1657 | |
1658 | |
1659 |
| 1660 |
1661 | |
1662 | |
1663 | |
1664 | |
1665 | |
1666 | |
1667 | |
1668 | |
1669 | |
1670 | |
1671 | |
1672 |
| 1673 |
1674 | |
1675 | |
1676 |
(B) If body parts were removed from a living person, the | 1677 |
person from whom the body parts were removed or | 1678 |
1679 | |
1680 | |
1681 | |
person who has the right of disposition under section 2108.70 or | 1682 |
2108.81 of the Revised Code may serve as the authorizing agent for | 1683 |
the cremation of the body parts. | 1684 |
(C) If body parts were removed from a decedent whose body was | 1685 |
donated to science for purposes of medical education or research, | 1686 |
the person who has the right of disposition under section 2108.70 | 1687 |
or 2108.81 of the Revised Code may serve as the authorizing agent | 1688 |
for the cremation of the body parts. In the absence of any action | 1689 |
by the person with the right of disposition with respect to the | 1690 |
cremation of such body parts, the medical education or research | 1691 |
facility to which the decedent's body was donated may serve as the | 1692 |
authorizing agent for the
cremation of | 1693 |
Section 2. That existing sections 1111.19, 1721.211, | 1694 |
2101.24, 2106.20, 2108.50, 2109.02, 2111.13, 2113.031, 2113.37, | 1695 |
2117.25, 4511.451, 4717.21, and 4717.22 of the Revised Code are | 1696 |
hereby repealed. | 1697 |
Section 3. Section 4511.451 of the Revised Code is presented | 1698 |
in this act as a composite of the section as amended by both Sub. | 1699 |
H.B. 322 and Am. Sub. S.B. 123 of the 124th General Assembly. The | 1700 |
General Assembly, applying the principle stated in division (B) of | 1701 |
section 1.52 of the Revised Code that amendments are to be | 1702 |
harmonized if reasonably capable of simultaneous operation, finds | 1703 |
that the composite is the resulting version of the section in | 1704 |
effect prior to the effective date of the section as presented in | 1705 |
this act. | 1706 |