2005 Legislation
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SENATE BILL NO. 1069 – Estates, summary admin, procedures

SENATE BILL NO. 1069

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Bill Status



S1069................................................by JUDICIARY AND RULES
ESTATES - Amends existing law relating to estates to clarify procedures
applicable to the summary administration of estates in which a surviving
spouse is the sole beneficiary.
                                                                        
01/31    Senate intro - 1st rdg - to printing
02/01    Rpt prt - to Jud
02/10    Rpt out - rec d/p - to 2nd rdg
02/11    2nd rdg - to 3rd rdg
02/14    3rd rdg - PASSED - 34-0-1
      AYES -- Brandt, Broadsword, Bunderson, Burkett, Burtenshaw, Cameron,
      Coiner, Compton, Corder, Darrington, Davis, Gannon, Geddes, Goedde,
      Hill, Jorgenson, Kelly, Keough, Langhorst, Little, Lodge, Malepeai,
      Marley, McGee, McKenzie, Noble, Pearce, Richardson, Schroeder,
      Stegner, Stennett, Sweet, Werk, Williams
      NAYS -- None
      Absent and excused -- Andreason
    Floor Sponsor - Davis
    Title apvd - to House
02/15    House intro - 1st rdg - to Jud
03/04    Rpt out - rec d/p - to 2nd rdg
03/07    2nd rdg - to 3rd rdg
03/15    3rd rdg - PASSED - 65-0-5
      AYES -- Anderson, Andrus, Barraclough, Barrett, Bastian, Bayer,
      Bedke, Bell, Bilbao, Black, Block, Boe, Bolz, Cannon, Chadderdon,
      Clark, Collins, Deal, Denney, Edmunson, Ellsworth, Field(18),
      Field(23), Garrett, Hart(Jacobson), Harwood, Henbest, Henderson,
      Jaquet, Jones, Kemp, Lake, LeFavour, Loertscher, Martinez, Mathews,
      McGeachin, McKague, Miller, Mitchell, Moyle, Nielsen, Nonini,
      Pasley-Stuart, Pence, Ring, Ringo, Rusche, Rydalch, Sali, Sayler,
      Schaefer, Shepherd(2), Shepherd(8), Shirley, Skippen, Smith(30),
      Smith(24), Smylie, Snodgrass, Stevenson, Trail, Wills, Wood, Mr.
      Speaker
      NAYS -- None
      Absent and excused -- Bradford, Crow, Eskridge, Raybould, Roberts
    Floor Sponsor - Nielsen
    Title apvd - to Senate
03/16    To enrol
03/17    Rpt enrol - Pres signed
03/18    Sp signed
03/21    To Governor
03/23    Governor signed
         Session Law Chapter 121
         Effective: 07/01/05

Bill Text


                                                                        
                                                                        
  ]]]]              LEGISLATURE OF THE STATE OF IDAHO             ]]]]
 Fifty-eighth Legislature                   First Regular Session - 2005
                                                                        
                                                                        
                                       IN THE SENATE
                                                                        
                                    SENATE BILL NO. 1069
                                                                        
                              BY JUDICIARY AND RULES COMMITTEE
                                                                        
  1                                        AN ACT
  2    RELATING TO ESTATES; AMENDING SECTION 15-3-1205, IDAHO CODE, TO CLARIFY PROCE-
  3        DURES APPLICABLE TO THE SUMMARY ADMINISTRATION OF ESTATES IN WHICH A  SUR-
  4        VIVING SPOUSE IS THE SOLE BENEFICIARY.
                                                                        
  5    Be It Enacted by the Legislature of the State of Idaho:
                                                                        
  6        SECTION 1.  That Section 15-3-1205, Idaho Code, be, and the same is hereby
  7    amended to read as follows:
                                                                        
  8        15-3-1205.  SUMMARY  ADMINISTRATION OF ESTATES IN WHICH A SURVIVING SPOUSE
  9    IS THE SOLE BENEFICIARY. (a) Upon the testate or intestate death of  a  person
 10    leaving  a  surviving spouse as the sole devisee or beneficiary, the surviving
 11    spouse (or any person claiming title to any property  through  or  under  such
 12    surviving  spouse)  may  file a verified petition setting out marriage and the
 13    death of a person leaving a surviving spouse as the sole devisee or  heir.  If
 14    the decedent died testate, the petition must be accompanied by the original of
 15    the  last will and testament of the decedent. Notice of hearing shall be given
 16    pursuant to the provisions of section 15-1-401, Idaho Code.
 17        (b)  If it shall appear at such hearing that the decedent and  the  person
 18    claimed  to  be  the surviving spouse were duly married and that the surviving
 19    spouse is the sole heir or devisee, a decree shall be  made  to  that  effect.
 20    This decree shall thereafter have the same effect as a formal decree approving
 21    or determining distribution. The petitioner, or the surviving spouse, or both,
 22    need  not appear in person at such hearing, nor must an attorney for the peti-
 23    tioner spouse appear in person at such hearing. Upon proper motion made by the
 24    petitioner, tThe petitioner or the attorney for the petitioner, or  both,  may
 25    either:
 26        (1)  Upon proper motion made by the petitioner, appear telephonically,; or
 27        alternatively may
 28        (2)  Ssubmit one (1) or more affidavits in advance of the hearing certify-
 29        ing that notice of hearing was given as required by law and that no objec-
 30        tion  to the entering of the decree has been received by the petitioner or
 31        the attorney for the petitioner.
 32        (c)  In the event that the surviving spouse (or person claiming through or
 33    under the surviving spouse) shall elect to proceed  under  this  section,  the
 34    surviving  spouse shall assume and be liable for any and all indebtedness that
 35    might be a claim against the estate of the  decedent  and  there  will  be  no
 36    administration of the estate of the decedent.

Statement of Purpose / Fiscal Impact


                      STATEMENT OF PURPOSE

                            RS 14716

This bill clarifies a question that has arisen in regard to
summary administration of an estate, a procedure which is not a
probate proceeding, but which passes all property to the
surviving spouse of the deceased.  A hearing is held before the
court on the petition for the decree, but neither the petitioner
nor the attorney for the petitioner are required to attend. 
However, the Court normally wishes to have some evidence that,
after proper notice, no objection has been received by the
petitioner or the petitioner's attorney.  This bill clarifies
that, while a motion is required for a petitioner or the attorney
for petitioner to appear at the hearing telephonically, no motion
is needed if the petitioner or the attorney for the petitioner is
instead submitting an affidavit that no objection has been
received to the granting of the decree.

                                
                                
                         FISCAL IMPACT

This bill will have no fiscal impact.



CONTACT:
Name: Robert L. Aldridge
      Trust & Estate Professionals of Idaho, Inc.

Telephone: office: (208) 336-9880  Cell: (208) 631-2481


STATEMENT OF PURPOSE/FISCAL NOTE                    S 1069