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The current statute, effective in New Jersey on May 1, 1982, was
modeled upon the 1969 version of the Uniform Probate Code. This
law attempts to bring greater uniformity to the rules governing
testamentary and non-testamentary transfers in response to the significant
number of non-testamentary transfers that occur at the time of the
decedent's death. For example, a new term, "governing instrument"
has been incorporated as a definition in the law to include deeds,
trusts, insurance and annuity policies, POD (pay on death) accounts,
securities registered in beneficiary form (TOD), pension, profit
sharing, retirement and similar benefit plans, and other wealth
transfer instruments. The law, however, does vary from the 1990
version of the Uniform Probate Code due to the unique elective share
law that continues to exist in the State of New Jersey, which has
been left for separate consideration. The law clarifies the definitions
of "descendant," "heirs," "incapacitated
individual," "joint tenants with right of survivorship,"
"per capita distribution," "per stripes" distribution
and distribution of estates "by representation." The law
also clarifies situations where writings that are intended as wills
would be allowed, but requires that the burden of proof on the proponent
would be by clear and convincing evidence. The law provides that
divorce or annulment of a marriage, under certain circumstances,
would revoke not only provisions of the former spouse's will, but
also non-probate transfers occurring by reason of the decedent's
death to the former spouse. The law expands the provisions requiring
survival of a beneficiary by 120 hours to succeed to an interest
of a decedent in non-probate transfers. The law also makes substantial
revisions to the laws governing intestate succession. For example,
the law provides that the intestate share of a surviving spouse
would be 100 percent of the intestate estate where all of the surviving
descendants of the decedent are also the descendants of the surviving
spouse and the surviving spouse has no other descendants. Currently,
such a surviving spouse receives the first $50,000 plus 50 percent
of the intestate estate. Further, the surviving spouse would now
be entitled to a larger share of the estate in the event that either
a parent of the decedent survives a decedent who has no descendants,
or there are descendants of the surviving spouse who are not descendants
of the decedent. Finally, stepchildren of a decedent would be added
as a final class of takers. The law expands the law with respect
to disinheritance of a person who criminally and intentionally kills
the decedent to include revocation of non-testamentary dispositions.
The law consolidates the law concerning disclaimers of probate and
non-probate property. The law clarifies that a fiduciary may, with
court approval, disclaim any power or discretion held by such fiduciary,
and may disclaim without court approval if the governing instrument
so permits. Finally, the law expands the rules of construction formerly
applicable only to wills to other donative transfers. The law provides
a statute of limitations with respect to creditor claims against
a decedent's estate. This bill was signed into law on August 31.
It will be effective on March 31, 2005.
CHAPTER 132
An Act concerning wills and estates and revising various sections
of the statutory law.
Be It Enacted by the Senate and General Assembly of the State of
New Jersey:
1. N.J.S.3B:1-1 is amended to read as follows:
Definitions A to H. 3B:1-1. As used in this title, unless otherwise
defined: "Administrator" includes general administrators
of an intestate and unless restricted by the subject or context,
administrators with the will annexed, substituted administrators,
substituted administrators with the will annexed, temporary administrators
and administrators pendente lite. "Beneficiary," as it
relates to trust beneficiaries, includes a person who has any present
or future interest, vested or contingent, and also includes the
owner of an interest by assignment or other transfer and as it relates
to a charitable trust, and includes any person entitled to enforce
the trust. "Child" means any individual, including a natural
or adopted child, entitled to take by intestate succession from
the parent whose relationship is involved and excludes any individual
who is only a stepchild, a resource family child, a grandchild or
any more remote descendant. "Claims" include liabilities
whether arising in contract, or in tort or otherwise, and liabilities
of the estate which arise at or after the death of the decedent,
including funeral expenses and expenses of administration, but does
not include estate or inheritance taxes, demands or disputes regarding
title to specific assets alleged to be included in the estate. "Cofiduciary"
means each of two or more fiduciaries jointly serving in a fiduciary
capacity. "Descendant" of an individual means all of his
progeny of all generations, with the relationship of parent and
child at each generation being determined by the definition of child
contained in this section and parent contained in N.J.S.3B:1-2.
"Devise," when used as a noun, means a testamentary disposition
of real or personal property and when used as a verb, means to dispose
of real or personal property by will. "Devisee" means
any person designated in a will to receive a devise. In the case
of a devise to an existing trust or trustee, or to a trustee of
a trust described by will, the trust or trustee is the devisee and
the beneficiaries are not devisees. "Distributee" means
any person who has received property of a decedent from his personal
representative other than as a creditor or purchaser. A trustee
is a distributee only to the extent of a distributed asset or increment
thereto remaining in his hands. A beneficiary of a trust to whom
the trustee has distributed property received from a personal representative
is a distributee of the personal representative. "Domiciliary
foreign fiduciary" means any fiduciary who has received letters,
or has been appointed, or is authorized to act as a fiduciary, in
the jurisdiction in which the decedent was domiciled at the time
of his death, in which the ward is domiciled or in which is located
the principal place of the administration of a trust. "Estate"
means all of the property of a decedent, minor or incapacitated
individual, trust or other person whose affairs are subject to this
title as the property is originally constituted and as it exists
from time to time during administration. "Fiduciary" includes
executors, general administrators of an intestate estate, administrators
with the will annexed, substituted administrators, substituted administrators
with the will annexed, guardians, substituted guardians, trustees,
substituted trustees and, unless restricted by the subject or context,
temporary administrators, administrators pendente lite, administrators
ad prosequendum, administrators ad litem and other limited fiduciaries.
"Governing instrument" means a deed, will, trust, insurance
or annuity policy, account with the designation "pay on death"
(POD) or "transfer on death" (TOD), security registered
in beneficiary form with the designation "pay on death"
(POD) or "transfer on death" (TOD), pension, profit-sharing,
retirement or similar benefit plan, instrument creating or exercising
a power of appointment or a power of attorney, or a dispositive,
appointive, or nominative instrument of any similar type. "Guardian"
means a person who has qualified as a guardian of the person or
estate of a minor or incapacitated individual pursuant to testamentary
or court appointment, but excludes one who is merely a guardian
ad litem. "Heirs" means those persons, including, but
not limited to, the surviving spouse and the descendants of the
decedent, who are entitled under the statutes of intestate succession
to the property of a decedent.
2. N.J.S.3B:1-2 is amended to read as follows:
Definitions I to Z. 3B:1-2. "Incapacitated individual"
means an individual who is impaired by reason of mental illness
or mental deficiency to the extent that he lacks sufficient capacity
to govern himself and manage his affairs. The term incapacitated
individual is also used to designate an individual who is impaired
by reason of physical illness or disability, chronic use of drugs,
chronic alcoholism or other cause (except minority) to the extent
that he lacks sufficient capacity to govern himself and manage his
affairs. The terms incapacity and incapacitated individual refer
to the state or condition of an incapacitated individual as hereinbefore
defined. "Issue" of an individual means a descendant as
defined in N.J.S.3B:1-1. "Joint tenants with the right of survivorship"
means co-owners of property held under circumstances that entitle
one or more to the whole of the property on the death of the other
or others, but excludes forms of co-ownership in which the underlying
ownership of each party is in proportion to that party's contribution.
"Local administration" means administration by a personal
representative appointed in this State. "Local fiduciary"
means any fiduciary who has received letters in this State and excludes
foreign fiduciaries who acquire the power of local fiduciary pursuant
to this title. "Minor" means an individual who is under
18 years of age. "Nonresident decedent" means a decedent
who was domiciled in another jurisdiction at the time of his death.
"Parent" means any person entitled to take or who would
be entitled to take if the child, natural or adopted, died without
a will, by intestate succession from the child whose relationship
is in question and excludes any person who is a stepparent, resource
family parent or grandparent. "Per capita." If a governing
instrument requires property to be distributed "per capita,"
the property is divided to provide equal shares for each of the
takers, without regard to their shares or the right of representation.
"Payor" means a trustee, insurer, business entity, employer,
government, governmental agency or subdivision, or any other person
authorized or obligated by law or a governing instrument to make
payments. "Person" means an individual or an organization.
"Per Stirpes." If a governing instrument requires property
to be distributed "per stirpes," the property is divided
into as many equal shares as there are: (1) surviving children of
the designated ancestor; and (2) deceased children who left surviving
descendants. Each surviving child is allocated one share. The share
of each deceased child with surviving descendants is divided in
the same manner, with subdivision repeating at each succeeding generation
until the property is fully allocated among surviving descendants.
"Personal representative" includes executor, administrator,
successor personal representative, special administrator, and persons
who perform substantially the same function under the law governing
their status. "General personal representative" excludes
special administrator. "Representation; Per Capita at Each
Generation." If an applicable statute or a governing instrument
requires property to be distributed "by representation"
or "per capita at each generation," the property is divided
into as many equal shares as there are: (1) surviving descendants
in the generation nearest to the designated ancestor which contains
one or more surviving descendants; and (2) deceased descendants
in the same generation who left surviving descendants, if any. Each
surviving descendant in the nearest generation is allocated one
share. The remaining shares, if any, are combined and then divided
in the same manner among the surviving descendants of the deceased
descendants, as if the surviving descendants who were allocated
a share and their surviving descendants had predeceased the designated
ancestor. "Resident creditor" means a person domiciled
in, or doing business in this State, who is, or could be, a claimant
against an estate. "Security" includes any note, stock,
treasury stock, bond, mortgage, financing statement, debenture,
evidence of indebtedness, certificate of interest or participation
in an oil, gas or mining title or lease or in payments out of production
under the title or lease, collateral, trust certificate, transferable
share, voting trust certificate or, in general, any interest or
instrument commonly known as a security or as a security interest
or any certificate of interest or participation, any temporary or
interim certificate, receipt or certificate of deposit for, or any
warrant or right to subscribe to or purchase, any of the foregoing.
"Stepchild" means a child of the surviving, deceased,
or former spouse of the testator. "Successor personal representative"
means a personal representative, other than a special administrator,
who is appointed to succeed a previously appointed personal representative.
"Successors" means those persons, other than creditors,
who are entitled to real and personal property of a decedent under
his will or the laws governing intestate succession. "Testamentary
trustee" means a trustee designated by will or appointed to
exercise a trust created by will. "Testator" includes
an individual and means male or female. "Trust" includes
any express trust, private or charitable, with additions thereto,
wherever and however created. It also includes a trust created by
judgment under which the trust is to beadministered in the manner
of an express trust. "Trust" excludes other constructive
trusts, and it excludes resulting trusts, guardianships, personal
representatives, trust accounts created under the "Multiple-party
Deposit Account Act," P.L.1979, c.491 (C.17:16I-1 et seq.),
gifts to minors under the "New Jersey Uniform Gifts to Minors
Act," P.L.1963, c.177 (C.46:38-13 et seq.), or the "New
Jersey Uniform Transfers to Minors Act," R.S.46:38A-1 et seq.
business trusts providing for certificates to be issued to beneficiaries,
common trusts, security arrangements, liquidation trusts, and trusts
for the primary purpose of paying debts, dividends, interest, salaries,
wages, profits, pensions or employee benefits of any kind, and any
arrangement under which a person is nominee or escrowee for another.
"Trustee" includes an original, additional or successor
trustee, whether or not appointed or confirmed by court. "Ward"
means an individual for whom a guardian is appointed or an individual
under the protection of the court. "Will" means the last
will and testament of a testator or testatrix and includes any codicil
and any testamentary instrument that merely appoints an executor,
revokes or revises another will, nominates a guardian, or expressly
excludes or limits the right of a person or class to succeed to
property of the decedent passing by intestate succession.
3. N.J.S.3B:1-3 is amended to read as follows:
Devolution of property upon death. 3B:1-3. Upon the death of an
individual, his real and personal property devolves to the persons
to whom it is devised by his will or to those indicated as substitutes
for them in cases involving lapse, renunciation, or other circumstances
affecting the devolution of testate estates, or in the absence of
testamentary disposition, to his heirs, or to those indicated as
substitutes for them in cases involving renunciation or other circumstances
affecting devolution of intestate estates, subject to rights of
creditors and to administration.
4. N.J.S.3B:2-5 is amended to read as follows:
Disputes or doubts in proceedings before the surrogate. 3B:2-5.
In the event of any dispute or doubt arising before the surrogate
or in the surrogate's court, neither the surrogate nor the court
shall take any further action therein, except in accordance with
the order of the Superior Court.
5. N.J.S.3B:2-6 is amended to read as follows:
Oath; affidavit; deposition or proof. 3B:2-6. Any oath, affidavit,
deposition or proof required to be made or taken in any proceeding
before a surrogate, the surrogate's court or in the Superior Court,
or necessary or proper to be used before the surrogate or the court,
may be made and taken before the surrogate or before any individual
authorized by law to administer oaths. Qualifications of executors
and administrators and acceptances of trusteeships and guardianships
may be taken as provided by the rules of the Supreme Court.
6. N.J.S.3B:2-7 is amended to read as follows:
Issuance of subpoenas by surrogate. 3B:2-7. A surrogate may issue
process of subpoenas to any person within the State to appear and
give evidence in any matter pending before the surrogate's court.
7. N.J.S.3B:2-8 is amended to read as follows:
Penalty for failure to obey subpoena. 3B:2-8. Any person subpoenaed
as a witness by a surrogate, who does not appear pursuant thereto,
or appearing refuses to be sworn or give evidence, without reasonable
cause assigned, shall, for every such default or refusal, be subject
to a fine of not more than $50.00, as the surrogate's court issuing
the subpoena shall by judgment determine proper to impose. The fine,
when collected, shall be paid to the county. In default of the payment
of a fine so imposed, the surrogate's court by its judgment may
commit the witness to the county jail of the county until it is
paid or he is sooner discharged. The judgment of the surrogate's
court imposing a fine or committing a witness to jail shall be reviewable
by the Superior Court in the same manner as other judgments of the
court are reviewed.
8. N.J.S.3B:3-1 is amended to read as follows:
Individuals competent to make a will and appoint a testamentary
guardian. 3B:3-1. Any individual 18 or more years of age who is
of sound mind may make a will and may appoint a testamentary guardian.
9. N.J.S.3B:3-2 is amended to read as follows:
Execution; Witnessed Wills; Writings Intended as Wills. 3B:3-2.
a. Except as provided in subsection b. and in N.J.S.3B:3-3, a will
shall be: (1) in writing; (2) signed by the testator or in the testator's
name by some other individual in the testator's conscious presence
and at the testator's direction; and (3) signed by at least two
individuals, each of whom signed within a reasonable time after
each witnessed either the signing of the will as described in paragraph
(2) or the testator's acknowledgment of that signature or acknowledgment
of the will. b. A will that does not comply with subsection a. is
valid as a writing intended as a will, whether or not witnessed,
if the signature and material portions of the document are in the
testator's handwriting. c. Intent that the document constitutes
the testator's will can be established by extrinsic evidence, including
writings intended as wills, portions of the document that are not
in the testator's handwriting.
10. N.J.S.3B:3-3 is amended to read as follows:
Writings intended as wills. 3B:3-3. Although a document or writing
added upon a document was not executed in compliance with N.J.S.3B:3-2,
the document or writing is treated as if it had been executed in
compliance with N.J.S.3B:3-2 if the proponent of the document or
writing establishes by clear and convincing evidence that the decedent
intended the document or writing to constitute: (1) the decedent's
will; (2) a partial or complete revocation of the will; (3) an addition
to or an alteration of the will; or (4) a partial or complete revival
of his formerly revoked will or formerly revoked portion of the
will.
11. N.J.S.3B:3-4 is amended to read as follows:
Making will self-proved at time of execution. 3B:3-4. Any will
executed on or after September 1, 1978 may be simultaneously executed,
attested, and made self-proved, by acknowledgment thereof by the
testator and affidavits of the witnesses, each made before an officer
authorized pursuant to R.S.46:14-6.1 to take acknowledgments and
proofs of instruments entitled to be recorded under the laws of
this State, in substantially the following form: I, ..........,
the testator, sign my name to this instrument this .... day of .......,
20..., and being duly sworn, do hereby declare to the undersigned
authority that I sign and execute this instrument as my last will
and that I sign it willingly (or willingly direct another to sign
for me), that I execute it as my free and voluntary act for the
purposes therein expressed, and that I am 18 years of age or older,
of sound mind, and under no constraint or undue influence.
......................................... Testator
We,............., the witnesses, sign our names to this instrument,
and, being duly sworn, do hereby declare to the undersigned authority
that the testator signs and executes this instrument as the testator's
last will and that the testator signs it willingly (or willingly
directs another to sign for him), and that each of us, in the presence
and hearing of the testator, hereby signs this will as witness to
the testator's signing, and that to the best of our knowledge the
testator is 18 years of age or older, of sound mind, and under no
constraint or undue influence. ........................................
Witness ........................................ Witness The State
of................ County of................... Subscribed, sworn
to and acknowledged before me by ................, the testator
and subscribed and sworn to before me by ............ and .............,
witnesses, this ............. day of................. (Signed).............................
................................ (Official capacity of officer)
12. N.J.S.3B:3-5 is amended to read as follows:
Making will self-proved subsequent to time of execution. 3B:3-5.
A will executed in compliance with N.J.S.3B:3-2 may at any time
subsequent to its execution be made self-proved by the acknowledgment
thereof by the testator and the affidavits of the witnesses, each
made before an officer authorized pursuant to R.S.46:14-6.1 to take
acknowledgments and proofs of instruments entitled to be recorded
under the laws of this State, attached or annexed to the will in
substantially the following form:
The State of
County of
We, , and , the testator and the witnesses, respectively, whose
names are signed to the attached or foregoing instrument, being
duly sworn, do hereby declare to the undersigned authority that
the testator signed and executed the instrument as his last will
and that the testator had signed willingly (or willingly directed
another to sign for the testator), and that he executed it as the
testator's free and voluntary act for the purposes therein expressed,
and that each of the witnesses, in the presence and hearing of the
testator, signed the will as witness and that to the best of his
knowledge the testator was at that time 18 years of age or older,
of sound mind and under no constraint or undue influence.
Testator
Witness
Witness
Subscribed, sworn to and acknowledged before me by , the testator,
and subscribed and sworn to before me by and , witnesses, this day
of .
(Signed)
(Official capacity of officer)
13. N.J.S.3B:3-7 is amended to read as follows:
Who may witness a will. 3B:3-7. Any individual generally competent
to be a witness may act as a witness to a will and to testify concerning
execution thereof.
14. N.J.S.3B:3-11 is amended to read as follows:
Identifying devise of tangible personal property by separate writing.
3B:3-11. A will may refer to a written statement or list to dispose
of items of tangible personal property not otherwise specifically
disposed of by the will, other than money. To be admissible under
this section as evidence of the intended disposition, the writing
must be either in the handwriting of the testator or be signed by
the testator and must describe the items and the devisees with reasonable
certainty. The writing may be referred to as one to be in existence
at the time of the testator's death; it may be prepared before or
after the execution of the will; it may be altered by the testator
after its preparation; and it may be a writing which has no significance
apart from its effect upon the dispositions made by the will.
15. N.J.S.3B:3-12 is amended to read as follows:
Acts and events of independent significance. 3B:3-12. A will may
dispose of property by reference to acts and events which have significance
apart from their effect upon the dispositions made by the will,
whether they occur before or after the execution of the will or
before or after the testator's death. The execution or revocation
of a will of another individual is such an event.
16. N.J.S.3B:3-13 is amended to read as follows:
Revocation by writing or by act. 3B:3-13. A will or any part thereof
is revoked: a. By the execution of a subsequent will that revokes
the previous will or part expressly or by inconsistency; or b. By
the performance of a revocatory act on the will, if the testator
performed the act with the intent and for the purpose of revoking
the will or part or if another individual performed the act in the
testator's conscious presence and by the testator's direction. For
purposes of this subsection, "revocatory act on the will"
includes burning, tearing canceling, obliterating or destroying
the will or any part of it. A burning, tearing or cancelling is
a "revocatory act on the will," whether or not the burn,
tear, or cancellation touched any of the words on the will. (1)
If a subsequent will does not expressly revoke a previous will,
the execution of the subsequent will wholly revokes the previous
will by inconsistency if the testator intended the subsequent will
to replace rather than supplement the previous will. (2) The testator
is presumed to have intended a subsequent will to replace rather
than supplement a previous will if the subsequent will makes a complete
disposition of the testator's estate. If this presumption arises
and is not rebutted by clear and convincing evidence, the previous
will is revoked; only the subsequent will is operative on the testator's
death. (3) The testator is presumed to have intended a subsequent
will to supplement rather than replace a previous will if the subsequent
will does not make a complete disposition of the testator's estate.
If this presumption arises and is not rebutted by clear and convincing
evidence, the subsequent will revokes the previous will only to
the extent the subsequent will is inconsistent with the previous
will; each will is fully operative on the testator's death to the
extent they are not inconsistent.
17. N.J.S.3B:3-14 is amended to read as follows:
Revocation of probate and non-probate transfers by divorce or annulment;
revival by remarriage to former spouse. 3B:3-14. a. Except as provided
by the express terms of a governing instrument, a court order, or
a contract relating to the division of the marital estate made between
the divorced individuals before or after the marriage, divorce or
annulment, a divorce or annulment: (1) revokes any revocable: (a)
dispositions or appointment of property made by a divorced individual
to his former spouse in a governing instrument and any disposition
or appointment created by law or in a governing instrument to a
relative of the divorced individual's former spouse; (b) provision
in a governing instrument conferring a general or special power
of appointment on the divorced individual's former spouse, or on
a relative of the divorced individual's former spouse; and (c) nomination
in a governing instrument of a divorced individual's former spouse
or a relative of the divorced individual's former spouse to serve
in any fiduciary or representative capacity; and (2) severs the
interests of the former spouses in property held by them at the
time of the divorce or annulment as joint tenants with the right
of survivorship or as tenants by the entireties, transforming the
interests of the former spouses into tenancies in common. In the
event of a divorce or annulment, provisions of a governing instrument
are given effect as if the former spouse and relatives of the former
spouse disclaimed all provisions revoked by this section or, in
the case of a revoked nomination in a fiduciary or representative
capacity, as if the former spouse and relatives of the former spouse
died immediately before the divorce or annulment. If provisions
are revoked solely by this section, they are revived by the divorced
individual's remarriage to the former spouse or by the revocation,
suspension or nullification of the divorce or annulment. No change
of circumstances other than as described in this section and in
N.J.S.3B:7-1 effects a revocation or severance. A severance under
paragraph (2) of subsection a. does not affect any third-party interest
in property acquired for value and in good faith reliance on an
apparent title by survivorship in the survivor of the former spouse
unless a writing declaring the severance has been noted, registered,
filed, or recorded in records appropriate to the kind and location
of the property which are relied upon, in the ordinary course of
transactions involving such property, as evidence of ownership.
b. For purposes of this section: (1) "divorce or annulment"
means any divorce or annulment, or other dissolution or invalidity
of a marriage including a judgment of divorce from bed and board;
(2) "governing instrument" means a governing instrument
executed by the divorced individual before the divorce or annulment;
(3) "divorced individual "includes an individual whose
marriage has been annulled; and (4) "relative of the divorced
individual's former spouse" means an individual who is related
to the divorced individual's former spouse by blood, adoption or
affinity and who, after the divorce or annulment, is not related
to the divorced individual by blood, adoption or affinity. c. This
section does not affect the rights of any person who purchases property
from a former spouse for value and without notice, or receives a
payment or other item of property in partial or full satisfaction
of a legally enforceable obligation, which the former spouse was
not entitled to under this section, but the former spouse is liable
for the amount of the proceeds or the value of the property to the
person who is entitled to it under this section. d. A payor or other
third party making payment or transferring an item of property or
other benefit according to the terms of a governing instrument affected
by a divorce or annulment is not liable by reason of this section
unless prior to such payment or transfer it has received at its
home or principal address written notice of a claimed revocation,
severance or forfeiture under this section.
18. N.J.S.3B:3-15 is amended to read as follows:
Revival of revoked will. 3B:3-15. a. Except as otherwise provided
in N.J.S.3B:3-14 or as provided in subsections b., c. and d. of
this section, a revoked will or codicil shall not be revived except
by reexecution or by a duly executed codicil expressing an intention
to revive it. b. If a subsequent will that wholly revoked a previous
will is thereafter revoked by a revocatory act described in N.J.S.3B:3-13,
the previous will remains revoked unless it is revived. The previous
will is revived if there is clear and convincing evidence from the
circumstances of the revocation of the subsequent will or from the
testator's contemporary or subsequent declarations that the testator
intended the previous will to take effect as executed. c. If a subsequent
will that partly revoked a previous will is thereafter revoked by
a revocatory act described in N.J.S.3B:3-13, a revoked part of the
previous will is revived unless there is clear and convincing evidence
from the circumstances of the revocation of the subsequent will
or from the testator's contemporary or subsequent declarations that
the testator did not intend the revoked part to take effect as executed.
d. If a subsequent will that revoked a previous will in whole or
in part is thereafter revoked by another, later will, the previous
will remains revoked in whole or in part, unless it or its revoked
part is revived. The previous will or its revoked part is revived
to the extent it appears from the terms of the later will that the
testator intended the previous will to take effect.
19. N.J.S.3B:3-17 is amended to read as follows:
Probate of will and grant of letters. 3B:3-17. The surrogates of
the several counties or the Superior Court may take depositions
to wills admit the same to probate, and grant thereon letters testamentary
or letters of administration with the will annexed.
20. N.J.S.3B:3-19 is amended to read as follows:
Proof required to probate will. 3B:3-19. A will executed as provided
in N.J.S.3B:3-2 may be admitted to probate by the surrogate upon
the proof of one of the attesting witnesses or by some other individual
having knowledge of the facts relating to the proper execution of
the will by the testator and its attestation by one of the witnesses.
A will executed and acknowledged in the manner provided in N.J.S.3B:3-4,
or N.J.S.3B:3-5 may be admitted to probate by the surrogate without
further affidavit, deposition or proof. A writing intended as a
will may be admitted to probate only in the manner provided by the
Rules Governing the Courts of the State of New Jersey.
21. N.J.S.3B:3-20 is amended to read as follows:
Probate of a will of testator who died in military service or within
2 years of discharge. N.J.S.3B:3-20. When a resident of this State
dies while a member of the armed forces of the United State or within
2 years from the date of his discharge from the armed forces and
no witness to his will is available in this State to prove the will,
either because of death, incapacity, nonresidence, absence, or for
any other reason, the will shall be admitted to probate upon proof
of the signature of the testator by any two individuals, provided
the will was validly executed as provided in N.J.S.3B:3-9, and the
will would have been admitted to probate if the witnesses were dead.
22. N.J.S.3B:3-24 is amended to read as follows:
Where a will of a resident is to be probated; effect of failure
to probate. 3B:3-24. The will of any individual resident within
any county of this State at his death may be admitted to probate
in the surrogate's court of the county or in the Superior Court.
If the will of any individual resident within the State at his death
is probated outside the State, it shall be without effect unless
or until probate is granted within the State.
23. N.J.S.3B:3-26 is amended to read as follows:
Probate of will of nonresident probated in another state or country.
3B:3-26. When the will of any individual not resident in this State
at his death shall have been admitted to probate in any state of
the United States or other jurisdiction or country, the surrogate's
court of any county may admit it to probate for any purpose and
issue letters thereon, provided the will is valid under the laws
of this State.
24. N.J.S.3B:3-28 is amended to read as follows:
Probate of will of nonresident decedent where property situated
in New Jersey. 3B:3-28. Where the will of any individual not resident
in this State at his death has not been admitted to probate in the
state, jurisdiction or country in which he then resided and no proceeding
is there pending for the probate of the will, and he died owning
real estate situate in any county of this State or personal property,
or evidence of the ownership thereof, situate therein at the time
of probate, the Superior Court or the surrogate's court may admit
the will to probate and grant letters thereon.
25. N.J.S.3B:3-28.1 is amended to read as follows:
Probate of will of nonresident where laws of decedent's domicile
are discriminatory. 3B:3-28.1. Where the will of any individual
who is not resident in this State at the time of his death has not
been admitted to probate in the state in which he resided and no
proceeding is there pending for the probate of the will, the Superior
Court may admit the will to probate and grant letters thereon if
the laws of that state discriminate against residents of New Jersey
either as a beneficiary or as a fiduciary.
26. N.J.S.3B:3-31 is amended to read as follows:
Judgment for probate; conclusive effect on title to real property
after 7 years. 3B:3-31. Where judgment has been or shall be entered
by any surrogate's court in this State or Superior Court of the
State, admitting to probate the will of any individual whether or
not a resident of the State at his death and 7 years have elapsed
after the judgment, the judgment unless set aside, shall, as to
all matters adjudicated thereby, be conclusive upon the title to
real estate.
27. N.J.S.3B:3-32 is amended to read as follows:
Requirement of survival by 120 hours; exceptions; survivorship
with respect to future interests. 3B:3-32. a. Except as provided
in subsections b. and c., for purposes of construing a will, trust
agreement, or other governing instrument, an individual who is not
established by clear and convincing evidence to have survived an
event, including the death of another individual, by 120 hours is
deemed to have predeceased the event. b. If it is not established
by clear and convincing evidence that one of two co-owners with
right of survivorship survived the other co-owner by 120 hours,
one-half of the property passes as if one had survived by 120 hours
and one-half as if the other had survived by 120 hours. c. If there
are more than two co-owners and it is not established by clear and
convincing evidence that at least one of them survived the others
by 120 hours, the property passes in the proportion that one bears
to the whole number of co-owners. d. The 120 hour survival requirement
of subsections a., b. and c. shall not apply if: (1) the will, trust
agreement, or other governing instrument, contains some language
applicable to the event dealing explicitly with simultaneous deaths
or deaths in a common disaster, or requiring survival for a stated
time period; (2) application would cause a non-vested property interest
or power of appointment to be invalid under a rule against perpetuities
concerning an interest created prior to the enactment of P.L. 1999,
c. 159 (effective on July 8, 1999); or (3) it is established by
clear and convincing evidence that application to multiple governing
instruments would result in an unintended failure or duplication
of a disposition. e. For purposes of this section, "co-owners
with right of survivorship" includes joint tenants, tenants
by the entireties, and other co-owners of property or accounts held
under circumstances that entitle one or more to the whole of the
property or account on the death of the other or others. To the
extent this section is inconsistent with the "Uniform Simultaneous
Death Law" (N.J.S.3B:6-1 et seq.), the provisions of this section
shall apply.
C.3B:3-33.1 Testator's intention; settlor's intention; rules of
construction applicable to wills, trusts and other governing instruments.
28. a. The intention of a testator as expressed in his will controls
the legal effect of his dispositions, and the rules of construction
expressed in N.J.S.3B:3-34 through N.J.S.3B:3-48 shall apply unless
the probable intention of the testator, as indicated by the will
and relevant circumstances, is contrary. b. The intention of a settlor
as expressed in a trust, or of an individual as expressed in a governing
instrument, controls the legal effect of the dispositions therein
and the rules of construction expressed in N.J.S.3B:34 through N.J.S.3B:3-48
shall apply unless the probable intent of such settlor or of such
individual, as indicated by the trust or by such governing instrument
and relevant circumstances, is contrary. For purposes of this Title,
when construing each of these rules of construction the word "testator"
shall include but not be limited to a settlor or a creator of any
other governing instrument; the word "will" shall include
a trust or other governing instrument; the word "devise"
shall include any disposition in a trust or other governing instrument;
and the word "devisee" shall include a beneficiary of
a trust or other governing instrument.
29. N.J.S.3B:3-33 is amended to read as follows:
Choice of law as to meaning and effect of wills; testator's intention;
rules of construction. 3B:3-33. The meaning and legal effect of
a disposition in a will, trust or other governing instrument shall
be determined by the local law of a particular state selected in
the will, trust or other governing instrument, unless the application
of that law is contrary to the provisions relating to the elective
share described in N.J.S.3B:8-1 et seq. or any other public policy
of this State otherwise applicable to the disposition.
30. N.J.S.3B:3-34 is amended to read as follows:
Will construed to pass all property of testator including after-acquired
property. 3B:3-34. Unless a will expressly provides otherwise, it
is construed to pass all property the testator owns at death including
property acquired after the execution of the will, and all property
acquired by the estate after the testator's death.
31. N.J.S.3B:3-35 is amended to read as follows:
Anti-lapse; deceased devisee; class gifts. 3B:3-35. If a devisee
who is a grandparent, stepchild or a lineal descendant of a grandparent
of the testator is dead at the time of the execution of the will,
fails to survive the testator, or is treated as if he predeceased
the testator, any descendants of the deceased devisee who survives
the testator by 120 hours take by representation in place of the
deceased devisee. One who would have been a devisee under a class
gift if he had survived the testator is treated as a devisee for
purposes of this section whether his death occurred before or after
the execution of the will. For purposes of this section, a"stepchild"
means a child of the surviving, deceased or former spouse of the
testator.
32. N.J.S.3B:3-36 is amended to read as follows:
Failure of testamentary provision; residuary devise to two or more
residuary devisees; death of one or more before testator. 3B:3-36.
Except as provided in N.J.S.3B:3-35: a. a devise, other than a residuary
devise, that fails for any reason becomes a part of the residue.
b. if the residue is devised to two or more persons, unless a contrary
intention shall appear by the will, the share of a residuary devise
that fails for any reason passes to the other residuary devisee,
or to other residuary devisees in proportion to the interest of
each in the remaining part of the residue.
33. N.J.S.3B:3-38 is amended to read as follows:
Construction of words "die without issue" or "die
without descendants". 3B:3-38. In a devise of real or personal
property the words "die without issue" or "die without
descendants" or "die without lawful issue" or "die
without lawful descendants" or "have no issue" or
"have no descendants" or other words which may import
a want or failure of issue or descendants of an individual in his
lifetime, or at his death, or an indefinite failure of his issue
or descendants, shall be construed to mean a failure of issue or
descendants at the death of the individual, unless a contrary intention
shall otherwise appear by the will.
34. N.J.S.3B:3-41 is amended to read as follows:
Issue and descendants to take by representation. 3B:3-41. Where
under any will or trust provision is made for the benefit of issue
and descendants and no contrary intention is expressed, the issue
or descendants shall take by representation.
35. N.J.S.3B:3-42 is amended to read as follows:
Increase in securities, accessions. 3B:3-42. a. If a testator executes
a will that devises securities and the testator then owned securities
that meet the description in the will, the devise includes additional
securities owned by the testator at death to the extent the additional
securities were acquired by the testator after the will was executed
as a result of the testator's ownership of the described securities
and are securities of any of the following types: (1) securities
of the same organization acquired by reason of action initiated
by the organization or any successor, related, or acquiring organization,
excluding any acquired by exercise of purchase options; (2) securities
of another organization acquired as a result of a merger, consolidation,
reorganization, or other distribution by the organization or any
successor, related, or acquiring organization; or (3) securities
of the same organization acquired as a result of a plan of reinvestment.
b. Distributions in cash declared and payable as of a record date
before death with respect to a described security, whether paid
before or after death, are not part of the devise.
36. N.J.S.3B:3-43 is amended to read as follows:
Nonademption of specific devise; sale by or payment of condemnation
award or insurance proceeds to guardian of testator or agent. 3B:3-43.
If specifically devised property is sold or mortgaged by a guardian
for a testator, or by an agent acting within the authority of a
durable power of attorney for an incapacitated individual, or if
a condemnation award, insurance proceeds or recovery for injury
to the property are paid to a guardian for a testator or such agent
as a result of condemnation, fire or casualty, the specific devisee
has the right to a general pecuniary devise equal to the net sale
price, the amount of the unpaid loan, the condemnation award, the
insurance proceeds or the recovery. This section does not apply
if subsequent to the sale, mortgage, condemnation, casualty, or
recovery the guardianship is terminated or the durable power of
attorney is revoked by the testator and the testator survives by
1 year the judgment terminating the guardianship or such revocation.
The right of the specific devisee under this section is reduced
by any right he has under N.J.S.3B:3-44.
37. N.J.S.3B:3-44 is amended to read as follows:
Specific devise; right of devisee after sale, condemnation, casualty
loss or foreclosure. 3B:3-44. A specific devisee has the right to
the remaining specifically devised property in the testator's estate
at death and: a. Any balance of the purchase price (together with
any security interest) owing from a purchaser to the testator at
death by reason of sale of the property; b. Any amount of a condemnation
award for the taking of the property unpaid at death; c. Any proceeds
unpaid at death on fire or casualty insurance on, or other recovery
for injury to, the property; and d. Property owned by testator at
his death as a result of foreclosure, or obtained in lieu of foreclosure,
of the security for a specifically devised obligation.
38. N.J.S.3B:3-46 is amended to read as follows:
Ademption by satisfaction. 3B:3-46. a. Property which a testator
gave in his lifetime to a person is treated as a satisfaction of
a devise to that person in whole or in part, only if the will provides
for deduction of the lifetime gift, or the testator declares in
a contemporaneous writing that the value of the gift is to be deducted
from the value of the devise or is in satisfaction of the devise,
or the devisee acknowledges in writing that the gift is in satisfaction
of the devise or that its value is to be deducted from the value
of the devise. b. For purpose of partial satisfaction, property
given during lifetime is valued as of the time the devisee came
into possession or enjoyment of the property or as of the time of
death of the testator, whichever occurs first. c. If the devisee
fails to survive the testator, in the case of a substituted devise
or a devise saved from lapse, the gift is treated as a full or partial
satisfaction of the devise, as appropriate, unless the testator's
contemporaneous writing provides otherwise.
39. N.J.S.3B:3-48 is amended to read as follows:
Construction of generic terms included in class gift terminology.
3B:3-48. a. Adopted individuals and individuals born out of wedlock,
and their respective descendants if appropriate to the class, are
included in class gifts and other terms of relationship in accordance
with the rules for intestate succession. Terms of relationship that
do not differentiate relationships by the half blood from those
by the whole blood, such as "brothers," "sisters,"
"nieces," or "nephews," are construed to include
both types of relationships. b. In addition to the requirements
of subsection a., in construing a donative disposition by a transferor
who is not the natural parent, an individual born to the natural
parent is not considered the child of that parent unless the individual
lived while a minor as a regular member of the household of that
natural parent or of that parent's parent, brother, sister, spouse
or surviving spouse. c. In addition to the requirements of subsection
a., in construing a dispositive provision by a transferor who is
not the adoptive parent, an adopted individual is not considered
the child of the adoptive parent unless the adopted individual lived
while a minor, either before or after the adoption, as a regular
member of the household of the adoptive parent.
40. N.J.S.3B:4-2 is amended to read as follows:
Devise to trustee of trust created other than by testator's will.
3B:4-2. A will may validly devise property to the trustee of a trust
established or a trust which will be established: (1) during the
testator's lifetime by the testator, or by the testator and some
other person, or by some other person including a funded or unfunded
life insurance trust, although the settlor has reserved any or all
rights of ownership of the insurance contracts, or (2) at the testator's
death by the testator's devise to the trustee, if the trust is identified
in the testator's will, and its terms are set forth in a written
instrument, other than a will, executed before, concurrently with,
or after the execution of the testator's will or in another individual's
will, executed before, concurrently with or after the execution
of the testator's will, if that other individual has predeceased
the testator, regardless of the existence, size, or character of
the corpus of the trust.
41. N.J.S.3B:4-3 is amended to read as follows:
Devise not invalidated because trust is amendable or revocable.
3B:4-3. A devise made as provided in N.J.S.3B:4-2 shall not be invalid
because the trust is amendable or revocable, or because the trust
was amended after the execution of the will or the testator's death.
42. N.J.S.3B:4-4 is amended to read as follows:
Administration of trust. 3B:4-4. Unless the testator's will provides
otherwise, property devised to a trust described in N.J.S.3B:4-2
shall not be deemed to be held under a testamentary trust of the
testator, but shall become a part of the trust to which it is devised
and shall be administered and disposed of in accordance with the
provisions of the governing instrument setting forth the terms of
the trust, including any amendments thereto made before or after
the testator's death.
43. N.J.S.3B:4-5 is amended to read as follows: Lapse of devise.
3B:4-5. Unless the testator's will provides otherwise, a revocation
or termination of the trust before the testator's death causes the
devise to lapse.
44. N.J.S.3B:5-1 is amended to read as follows:
Requirement that heir survive decedent by 120 hours. 3B:5-1. For
the purposes of intestate succession an individual who is not established
by clear and convincing evidence to have survived the decedent by
120 hours is deemed to have predeceased the decedent. This section
is not to be applied where its application would result in a taking
of intestate estate by the State.
45. N.J.S.3B:5-2 is amended to read as follows:
Intestate estate. 3B:5-2. a. Any part of the decedent's estate
not effectively disposed of by his will passes by intestate succession
to the decedent's heirs as prescribed in N.J.S.3B:5-3 through N.J.S.3B:5-14,
except as modified by the decedent's will. b. A decedent by will
may expressly exclude or limit the right of an individual or class
to succeed to property of the decedent passing by intestate succession.
If that individual or member of that class survives the decedent,
the share of the decedent's intestate estate to which that individual
or class would have succeeded passes as if that individual or each
member of that class had disclaimed his intestate share.
46. N.J.S.3B:5-3 is amended to read as follows:
Intestate share of decedent's surviving spouse. 3B:5-3. The intestate
share of the surviving spouse is: a. The entire intestate estate
if: (1) No descendant or parent of the decedent survives the decedent;
or (2) All of the decedent's surviving descendants are also descendants
of the surviving spouse and there is no other descendant of the
surviving spouse who survives the decedent; b. The first 25% of
the intestate estate, but not less than $50,000.00 nor more than
$200,000.00, plus three-fourths of any balance of the intestate
estate, if no descendant of the decedent survives the decedent,
but a parent of the decedent survives the decedent; c. The first
25% of the intestate estate, but not less than $50,000.00 nor more
than $200,000.00, plus one-half of the balance of the intestate
estate: (1) If all of the decedent's surviving descendants are also
descendants of the surviving spouse and the surviving spouse has
one or more surviving descendants who are not descendants of the
decedent; or (2) If one or more of the decedent's surviving descendants
is not a descendant of the surviving spouse.
47. N.J.S.3B:5-4 is amended to read as follows:
Intestate shares of heirs other than surviving spouse. 3B:5-4.
Any part of the intestate estate not passing to the decedent's surviving
spouse under N.J.S.3B:5-3, or the entire intestate estate if there
is no surviving spouse, passes in the following order to the individuals
designated below who survive the decedent: a. To the decedent's
descendants by representation; b. If there are no surviving descendants,
to the decedent's parents equally if both survive, or to the surviving
parent; c. If there are no surviving descendants or parent, to the
descendants of the decedent's parents or either of them by representation;
d. If there is no surviving descendant, parent or descendant of
a parent, but the decedent is survived by one or more grandparents,
half of the estate passes to the decedent's paternal grandparents
equally if both survive, or to the surviving paternal grandparent,
or to the descendants of the decedent's paternal grandparents or
either of them if both are deceased, the descendants taking by representation;
and the other half passes to the decedent's maternal relatives in
the same manner; but if there is no surviving grandparent, or descendant
of a grandparent on either the paternal or the maternal side, the
entire estate passes to the decedent's relatives on the other side
in the same manner as the half. e. If there is no surviving descendant,
parent, descendant of a parent, or grandparent, but the decedent
is survived by one or more descendants of grandparents, the descendants
take equally if they are all of the same degree of kinship to the
decedent, but if of unequal degree those of more remote degree take
by representation. f. If there are no surviving descendants of grandparents,
then the decedent's step-children or their descendants by representation.
48. Section 1 of P.L. 2001, c. 109 (C.3B:5-5.1) is amended to read
as follows:
C.3B:5-5.1 Diligent inquiry by fiduciary to find heirs. 1. If it
appears to a fiduciary administering an intestate estate that there
may be individuals whose names or addresses are unknown who may
be entitled to participate in the distribution of the estate, the
fiduciary shall make a diligent inquiry, under the circumstances,
to identify and locate the individuals. The actions taken by a fiduciary
shall be those that have some reasonable likelihood of finding the
individuals and are reasonable in cost compared with the amount
of the distribution involved.
49. N.J.S.3B:5-6 is amended to read as follows:
Determining representation. 3B:5-6. a. As used in this section:
(1) "Deceased descendant," "deceased parent,"
or "deceased grandparent" means a descendant, parent or
grandparent who either predeceased the decedent or is deemed to
have predeceased the decedent under N.J.S.3B:5-1. (2) "Surviving
descendant" means a descendant who neither predeceased the
decedent nor is deemed to have predeceased the decedent under N.J.S.3B:5-1.
b. If, under N.J.S.3B:5-4, a decedent's intestate estate or part
thereof passes "by representation" to the decedent's descendants,
the estate or part thereof is divided into as many equal shares
as there are: (1) surviving descendants in the generation nearest
to the decedent which contains one or more surviving descendants;
and (2) deceased descendants in the same generation who left surviving
descendants, if any. Each surviving descendant in the nearest generation
is allocated one share. The remaining shares, if any, are combined
and then divided in the same manner among the surviving descendants
of the deceased descendants as if the surviving descendants who
were allocated a share and their surviving descendants had predeceased
the decedent. c. If, under section c. or d. of N.J.S.3B:5-4, a decedent's
intestate estate or a part thereof passes "by representation"
to the descendants of the decedent's deceased parents or either
of them or to the descendants of the decedent's deceased paternal
or maternal grandparents or either of them, the estate or part thereof
is divided into as many equal shares as there are: (1) surviving
descendants in the generation nearest the deceased parents or either
of them, or the deceased grandparents or either of them, that contains
one or more surviving descendants; and (2) deceased descendants
in the same generation who left surviving descendants, if any. Each
surviving descendant in the nearest generation is allocated one
share. The remaining shares, if any, are combined and then divided
in the same manner among the surviving descendants of the deceased
descendants as if the surviving descendants who were allocated a
share, and their surviving descendants had predeceased the decedent.
50. N.J.S.3B:5-8 is amended to read as follows:
After born heirs. 3B:5-8. An individual in gestation at a particular
time is treated as living at that time if the person lives 120 hours
or more after birth.
51. N.J.S.3B:5-9 is amended to read as follows:
Adopted child. 3B:5-9. If, for the purposes of intestate succession,
a relationship of parent and child must be established to determine
succession by, through or from an individual, the relationships
and rights of a minor adopted child shall be those as provided in
section 14 of P.L.1977, c.367 (C.9:3-50), and the relationships
and rights of an adopted adult shall be as provided in N.J.S.2A:22-3.
52. N.J.S.3B:5-10 is amended to read as follows:
Establishment of Parent-Child Relationship. 3B:5-10. If, for the
purposes of intestate succession, a relationship of parent and child
must be established to determine succession by, through, or from
an individual, in cases not covered by N.J.S.3B:5-9, an individual
is the child of the individual's parents regardless of the marital
state of the individual's parents, and the parent and child relationship
may be established as provided by the "New Jersey Parentage
Act," P.L.1983, c.17 (C.9:17-38 et seq.). The parent and child
relationship may be established for purposes of this section regardless
of the time limitations set forth in subsection b. of section 8
of P.L.1983, c.17 (C.9:17-45).
53. N.J.S.3B:5-11 is amended to read as follows:
Debt to decedent. 3B:5-11. A debt owed to a decedent is not charged
against the intestate share of any individual except the debtor.
If the debtor fails to survive the decedent, the debt is not taken
into account in computing the intestate share of the debtor's descendants.
54. N.J.S.3B:5-12 is amended to read as follows:
Aliens not disqualified; individuals related to decedent through
two lines. 3B:5-12. a. An individual is not disqualified to take
as an heir because he or an individual through whom he claims is
or has been an alien. b. An individual who is related to the decedent
through two lines of relationship is entitled to only a single share
based on the relationship that would entitle the individual to the
larger share.
55. N.J.S.3B:5-13 is amended to read as follows:
Advancements. 3B:5-13. a. If an individual dies intestate as to
all or a portion of his estate, property the decedent gave during
the decedent's lifetime to an individual who, at the decedent's
death, is an heir is treated as an advancement against the heir's
intestate share only if: (1) the decedent declared in a contemporaneous
writing or the heir acknowledged in writing that the gift is an
advancement; or (2) the decedent's contemporaneous writing or the
heir's written acknowledgment otherwise indicates that the gift
is to be taken into account in computing the division and distribution
of the decedent's intestate estate. b. For purposes of subsection
a., property advanced is valued as of the time the heir came into
possession or enjoyment of the property or as of the time of the
decedent's death, whichever occurs first. c. If the recipient of
the property fails to survive the decedent, the property is not
taken into account in computing the division and distribution of
the decedent's intestate estate, unless the decedent's contemporaneous
writing or the heirs' written acknowledgment provides otherwise.
56. N.J.S.3B:5-15 is amended to read as follows:
Entitlement of spouse; premarital will. 3B:5-15. a. If a testator's
surviving spouse married the testator after the testator executed
his will, the surviving spouse is entitled to receive, as an intestate
share, no less than the value ofthe share of the estate he would
have received if the testator had died intestate, unless: (1) it
appears from the will or other evidence that the will was made in
contemplation of the testator's marriage to the surviving spouse;
(2) the will expresses the intention that it is to be effective
notwithstanding any subsequent marriage; or (3) the testator provided
for the spouse by transfer outside the will and the intent that
the transfer be in lieu of a testamentary provision is shown by
the testator's statements or is reasonably inferred from the amount
of the transfer or other evidence. b. In satisfying the share provided
by this section, devises made by the will to the testator's surviving
spouse, if any, are applied first, and other devises shall abate
ratably and in proportion to their respective interests therein.
c. Notwithstanding any other provision of law to the contrary, this
section shall apply only to wills executed on or after September
1, 1978.
57. N.J.S.3B:5-16 is amended to read as follows:
Omitted children. 3B:5-16. a. Except as provided in subsection
b., if a testator fails to provide in his will for any of his children
born or adopted after the execution of his will, the omitted after-born
or after-adopted child receives a share in the estate as follows;
(1) If the testator had no child living when he executed the will,
an omitted after-born or after-adopted child receives a share in
the estate equal in value to that which the child would have received
had the testator died intestate, unless the will devised all or
substantially all of the estate to the other parent of the omitted
child or to a trust primarily for the benefit of that other parent
and that other parent survives the testator and is entitled to take
under the will. (2) If the testator had one or more children living
when he executed the will, and the will devised property or an interest
in property to one or more of the then-living children, an omitted
after-born or after-adopted child is entitled to share in the testator's
estate as follows: (a) the portion of the testator's estate in which
the omitted after-born or after-adopted child is entitled to share
is limited to devises made to the testator's then-living children
under the will. (b) the omitted after-born or after-adopted child
is entitled to receive the share of the testator's estate, as limited
in subparagraph (a), that the child would have received had the
testator included all omitted after-born and after-adopted children
with the children to whom devises were made under the will and had
given an equal share of the estate to each child. (c) to the extent
feasible, the interest granted an omitted after-born or after-adopted
child under this section must be of the same character, whether
equitable or legal, present or future, as that devised to the testator's
then-living children under the will. (d) in satisfying a share provided
by this paragraph, devises to the testator's children who were living
when the will was executed abate ratably. In abating the devises
of the then-living children, the court shall preserve to the maximum
extent possible the character of the testamentary plan adopted by
the testator. b. Neither subsection a. (1) nor subsection a. (2)
applies if: (1) it appears from the will that the omission was intentional;
or (2) the testator provided for the omitted after-born or after-adopted
child by transfer outside the will and the intent that the transfer
be in lieu of a testamentary provision is shown by the testator's
statements or is reasonably inferred from the amount of the transfer
or other evidence. c. If at the time of execution of the will the
testator fails to provide in his will for a living child solely
because he believes the child to be dead, the child is entitled
to a share in the estate as if the child were an omitted after-born
or after-adopted child. d. The share provided by subsection a. (1)
shall be taken from devisees under the will ratably and in proportion
to their respective interests therein.
C.3B:7-1.1. Effect of intentional killing on intestate succession,
wills, trusts, joint assets, life insurance and beneficiary designations.
58. a. An individual who is responsible for the intentional killing
of the decedent forfeits all benefits under this title with respect
to the decedent's estate, including an intestate share, an elective
share, an omitted spouse's or child's share, exempt property and
a family allowance. If the decedent died intestate, the decedent's
intestate estate passes as if the killer disclaimed his share. b.
The intentional killing of the decedent: (1) revokes any revocable
(a) disposition or appointment of property made by decedent to the
killer in a governing instrument and any disposition or appointment
created by law or in a governing instrument to a relative of the
killer, (b) provision in a governing instrument conferring a general
or special power of appointment on the killer or a relative of the
killer, and (c) nomination in a governing instrument of the killer
or a relative of the killer, nominating or appointing the killer
or a relative of the killer to serve in any fiduciary or representative
capacity; and (2) severs the interests of the decedent and the killer
in property held by them at the time of the killing as joint tenants
with the right of survivorship or as tenants by the entireties,
transforming the interests of the decedent and killer into tenancies
in common. c. For purposes of this chapter: (1) "governing
instrument" means a governing instrument executed by the decedent;
and (2) "relative of the killer" means a person who is
related to the killer by blood, adoption or affinity and who is
not related to the decedent by blood or adoption or affinity.
C.3B:7-1.2 Effect of revocation. 59. Provisions of a governing
instrument are given effect as if the killer or relative of the
killer disclaimed all provisions revoked by this chapter or, in
the case of a revoked nomination in a fiduciary or representative
capacity, as if the killer or relative of the killer predeceased
the decedent.
60. N.J.S.3B:7-5 is amended to read as follows:
Other acquisitions of property by decedent's killer. 3B:7-5. Any
other acquisition of property or interest by the decedent's killer
or by a relative of the killer not covered by this chapter shall
be treated in accordance with the principle that a killer or a relative
of a killer cannot profit from the killer's wrongdoing.
61. N.J.S.3B:7-6 is amended to read as follows:
Effect of final judgment of conviction. 3B:7-6. A final judgment
of conviction establishing responsibility for the intentional killing
of the decedent is conclusive for purposes of this chapter. In the
absence of such a conviction the court may determine by a preponderance
of evidence whether the individual was responsible for the intentional
killing of the decedent for purposes of this chapter.
62. N.J.S.3B:7-7 is amended to read as follows:
Rights of purchasers; protection of payors and other third parties.
3B:7-7. This chapter does not affect the rights of any person who,
before rights under this chapter have been adjudicated, purchases
from the killer for value and without notice or receives a payment
or other item of property in partial or full satisfaction of a legally
enforceable obligation which the killer would have acquired except
for this chapter, but the killer is liable for the amount of the
proceeds or the value of the property. A payor or other third party
making payment or transferring an item of property or other benefit
according to the terms of a governing instrument affected by an
intentional killing is not liable by reason of this chapter unless
prior to such payment or transfer it has received at its home office
or principal address written notice of a claimed forfeiture or revocation
under this chapter.
63. N.J.S.3B:9-1 is amended to read as follows:
Definitions. 3B:9-1. As used in this chapter: a. A "present
interest" is one to take effect in immediate possession, use
or enjoyment without the intervention of a preceding estate or interest
or without being dependent upon the happening of any event or thing;
b. A "future interest" is one to take effect in possession,
use or enjoyment dependent upon the termination of an intervening
estate or interest or the happening of any event or thing; c. A
"devisee" means any person designated in a will to receive
a devise, but does not mean a trustee or trust designated in a will
to receive a devise; d. The "effective date" is the date
on which a property right vests, or a contract right arises, even
though the right is subject to divestment; e. "Joint property"
is property that is owned by two or more persons with rights of
survivorship and includes a tenancy by the entirety, a joint tenancy,
a joint tenancy with rights of survivorship and a joint life estate
with contingent remainder in fee. For purposes of this chapter,
joint property is deemed to consist of a present interest and a
future interest. The future interest is the right of survivorship;
f. "Joint tenant" is the co-owner of joint property.
64. N.J.S.3B:9-2 is amended to read as follows:
Disclaimer of an interested party. 3B:9-2. a. Any person who is
an heir, or a devisee or beneficiary under a will or testamentary
trust, or appointee under a power of appointment exercised by a
will or testamentary trust, including a person succeeding to a disclaimed
interest, may disclaim in whole or in part any property or interest
therein, including a future interest, by delivering and filing a
disclaimer under this chapter. b. Any person who is a grantee, donee,
surviving joint tenant, surviving party to a P.O.D. account or a
trust deposit account, person succeeding to a disclaimed interest,
beneficiary under a nontestamentary instrument or contract, appointee
under a power of appointment exercised by a nontestamentary instrument,
or a beneficiary under an insurance policy, may disclaim in whole
or in part any such property or interest therein by delivering,
and if required by N.J.S. 3B:9-7, by filing, a written disclaimer
under this chapter. c. A surviving joint tenant may disclaim as
a separate interest any property or interest therein devolving to
him by right of survivorship without regard to the extent, if any,
the surviving joint tenant contributed to the creation of the joint
property interest. d. A disclaimer may be of a pecuniary or a fractional
share, expressed as either a percentage or dollar amount, specific
property or any limited interest or estate.
65. N.J.S.3B:9-3 is amended to read as follows:
Requirements of a disclaimer. 3B:9-3. a. A disclaimer shall be
in writing, signed and acknowledged by the person disclaiming, and
shall: (1) Describe the property, interest, power or discretion
disclaimed; (2) If the property interest disclaimed is real property,
identify the municipality and county in which the real property
is situated; and (3) Declare the disclaimer and the extent thereof.
b. The disclaimer shall be made within the time prescribed by section
68 of P.L.2004, c.132 (C.3B:9-4.2).
66. N.J.S.3B:9-4 is amended to read as follows:
Disclaimer by a fiduciary of an interest in property. 3B:9-4. a.
A fiduciary or agent acting on behalf of a principal within the
express, general or implied authority of a power of attorney, may
disclaim property or any interest therein. b. Except as provided
in subsection c. of this section, such disclaimer shall not be effective
unless, prior thereto, the fiduciary or agent has been authorized
to disclaim by the court having jurisdiction over the fiduciary
or the principal after finding that such disclaimer is advisable
and will not materially prejudice the rights of: (1) creditors,
devisees, heirs or beneficiaries of the estate; (2) beneficiaries
of the trust; or (3) the minor, the incapacitated individual, the
conservatee or the principal for whom such fiduciary or agent acts.
c. If the governing instrument expressly authorizes the fiduciary
or the agent to disclaim, the disclaimer by the fiduciary or agent
shall be effective without court authorization.
C.3B:9-4.1 Disclaimer by a fiduciary of a power of discretion.
67. a. Any fiduciary, including an agent acting on behalf of a principal
within the implied or general authority of a power of attorney,
may disclaim any power or discretion held by such fiduciary in a
fiduciary capacity. Unless the governing instrument specifically
authorizes the fiduciary to disclaim such power or discretion without
obtaining court authorization to do so, the disclaimer by the fiduciary
shall not be effective unless, prior thereto, such fiduciary has
been authorized to disclaim by the court having jurisdiction over
the fiduciary after finding that it is advisable and will not materially
prejudice the rights of: (1) devisees, heirs, or beneficiaries of
the decedent; (2) the minor, the incapacitated individual, the conservatee,
or the principal; or (3) the beneficiaries of the trust. b. Unless
expressly authorized by the court or by the governing instrument:
(1) Any disclaimer under this section shall be personal to the fiduciary
so disclaiming and shall not constitute a disclaimer by a co-fiduciary
or a successor or substituted fiduciary of such power or discretion;
(2) No disclaimer shall affect the rights of: (a) devisees, heirs
or beneficiaries of the decedent; (b) the minor, the incapacitated
individual, the conservatee, or the principal; or (c) the beneficiaries
of the trust.
C.3B:9-4.2 Time for disclaiming. 68. a. The disclaimer of an interest
in property may be delivered, and if required by this chapter filed,
at any time after the effective date of the governing instrument,
or in the case of an intestacy, at any time after the death of the
intestate decedent, and must be delivered, and if required by this
chapter filed, before the right to disclaim is barred by N.J.S.3B:9-10.
With respect to joint property, the barring of the right to disclaim
the present interest does not bar the right to disclaim the future
interest. b. The disclaimer of a power or discretion by a fiduciary,
including an agent acting on behalf of a principal within the implied
or general authority of a power of attorney, in a fiduciary capacity
may be made at any time, before or after exercise.
69. N.J.S.3B:9-6 is amended to read as follows:
Delivering and Filing disclaimer. 3B:9-6. a. The disclaimer of
an interest by an intestate heir, or a person who is a devisee or
beneficiary under a will or a testamentary trust or who is an appointee
under a power of appointment exercised by a will or testamentary
trust, including a person succeeding to a disclaimed interest, shall
be filed in the office of the surrogate or clerk of the Superior
Court in which proceedings have been commenced or will be commenced
for the administration of the estate of the decedent or deceased
donee of the power of appointment. A copy of the disclaimer shall
also be delivered to any personal representative, or other fiduciary
of the decedent or to the donee of the power or to the holder of
the legal title to which the interest relates. The fiduciary shall
promptly notify the person or persons who take the disclaimed interest,
although any such failure to provide the notice required herein
shall not affect the validity of the disclaimer. b. The disclaimer
of an interest in property, other than property passing under or
pursuant to a will or testamentary trust shall be delivered to the
fiduciary, payor or other person having legal title to or possession
of the property or interest disclaimed or who is entitled thereto
in the event of disclaimer. Any fiduciary, payor or other person
having title to or possession of the property or interest who receives
such disclaimer shall promptly notify the person or persons who
take the disclaimed interest, although any such failure to provide
the notice required herein shall not affect the validity of the
disclaimer. c. In the case of a disclaimer by a fiduciary of a power
or discretion: (1) If such disclaimer is made after court authorization,
the fiduciary shall deliver a copy to such person or persons and
in such manner as shall be directed by the court; or (2) If such
disclaimer is made without court authorization pursuant to N.J.S.3B:9-4(a),
the fiduciary shall deliver a copy to all co-fiduciaries, but if
there are none, then to all persons whose property interests are
affected by the disclaimer. d. In the case of a will or testamentary
trust or power of appointment under a will or testamentary trust,
if real property or any interest therein is disclaimed, the surrogate
or clerk of the Superior Court, as the case may be, shall forthwith
forward a copy of the disclaimer for filing in the office of the
clerk or register of deeds and mortgages of the county in which
the real property is situated. In the case of a nontestamentary
instrument or contract, if real property or any interest therein
is disclaimed, the original thereof shall be filed in the office
of the clerk or register of deeds and mortgages of the county in
which the real property is situated. e. For the purposes of this
section, delivery may be effected: (1) in person; (2) by registered
or certified mail; or (3) by another means which is reasonably likely
to accomplish delivery.
70. N.J.S.3B:9-7 is amended to read as follows:
Recording of disclaimer where real property or interest therein
is disclaimed. 3B:9-7. Each county clerk or register of deeds and
mortgages shall provide a book to be entitled "Disclaimers,"
so arranged that he may record therein: a. The name of the disclaimant;
b. The name of the decedent or the name of the donee of the power
of appointment, the name of the trustee or other person having legal
title to, or possession of, the property or interest disclaimed
or entitled thereto in the event of disclaimer or the name of the
donee of the power of appointment; c. The location of the property;
d. The file number of the county clerk's office or the office of
register of deeds and mortgages indorsed upon each disclaimer filed;
e. The date of filing the disclaimer. The county clerk or the register
of deeds and mortgages shall maintain in the record an alphabetical
index of the names of all disclaimants stated in any disclaimer
file, and also keep in his office for public inspection, all disclaimers
so filed therein.
71. N.J.S.3B:9-8 is amended to read as follows:
Effect of disclaimer. 3B:9-8. A disclaimer acts as a nonacceptance
of the disclaimed interest, rather than as a transfer of the disclaimed
interest. The disclaimant is treated as never having received the
disclaimed interest. Unless a governing instrument otherwise provides
the property or interest disclaimed devolves: a. As to a present
interest: (1) in the case of an intestacy, a will, a testamentary
trust or a power of appointment exercised by a will or testamentary
trust, as if the disclaimant had predeceased the decedent or, if
the disclaimant is designated to take under a power of appointment
exercised by a will or testamentary instrument, as if the disclaimant
had predeceased the donee of the power. If by law or under the will
or testamentary trust the descendants of the disclaimant would take
the disclaimant's share by representation were the disclaimant to
predecease the disclaimant, then the disclaimed interest devolves
by representation to the descendants of the disclaimant who survive
the decedent; and (2) in the case of a nontestamentary instrument
or contract, other than a joint property interest, as if the disclaimant
had died before the effective date of the instrument or contract.
If by law or under the nontestamentary instrument or contract the
descendants of the disclaimant would take the disclaimant's share
by representation were the disclaimant to predecease the effective
date of the instrument, then the disclaimed interest devolves by
representation to the descendants of the disclaimant who survive
the effective date of the instrument. (3) in the case of joint property
created by a will, testamentary trust or non-testamentary instrument:
(a) if the disclaimant is the only living owner, the disclaimed
interest devolves to the estate of the last to die of the other
joint owners; or (b) if the disclaimant is not the only living owner,
the disclaimed interest devolves equally to the living joint owners,
or all to the other living owner, if there is only one living owner.
b. As to a future interest: (1) In the case of a will or testamentary
trust or a power of appointment exercised by a will or testamentary
trust, as if the disclaimant had died before the event determining
that the taker of the property or interest is finally ascertained
and his interest is vested; and (2) In the case of a nontestamentary
instrument or contract, as if the disclaimant had died before the
event determining that the taker of the property or interest had
become finally ascertained and the taker's interest is vested; and
(3) Notwithstanding the foregoing, a future interest that is held
by the disclaimant who also holds the present interest and which
takes effect at a time certain, such as a fixed calendar date or
the disclaimant's attainment of a certain age, is not accelerated
by the disclaimer and continues to take effect at the time certain.
c. Except as provided in subsection b. of this section, a disclaimer
relates back for all purposes to the date of death of the decedent
or the donee of the power or the effective date of the nontestamentary
instrument or contract.
72. N.J.S.3B:9-9 is amended to read as follows:
Bar of right to disclaim. 3B:9-9. a. The right of a person to disclaim
property or any interest therein is barred by: (1) an assignment,
conveyance, encumbrance, pledge or transfer of the property or interest
or a contract therefor; or (2) a written waiver of the right to
disclaim; or (3) an acceptance of the property or interest or a
benefit under it after actual knowledge that a property right has
been conferred; or (4) a sale of the property or interest is seized
under judicial process issued against him; or (5) the expiration
of the permitted applicable perpetuities period; or (6) a fraud
on the person's creditors as set forth in the "Uniform Fraudulent
Transfer Act" (R.S.25:2-20 et seq.). b. The disclaimant shall
not be barred from disclaiming all or any part of the balance of
the property where the disclaimant has received a portion of the
property and there still remains an interest which the disclaimant
is yet to receive. c. A bar to the right to disclaim a present interest
in joint property does not bar the right to disclaim a future interest
in that property. d. The right to disclaim may be barred to the
extent provided by other applicable statutory law. 73. N.J.S.3B:9-10
is amended to read as follows:
Binding effect of disclaimer or waiver. 3B:9-10. The disclaimer
or written waiver of the right to disclaim a property interest shall
be binding upon the disclaimant or the person waiving and all persons
claiming by, through or under him.
74. N.J.S.3B:9-11 is amended to read as follows:
Spendthrift provision not to affect right to disclaim. 3B:9-11.
The right to disclaim a property interest exists notwithstanding
any limitation on the interest of the disclaimant in the nature
of a spendthrift provision or similar restriction or any restriction
or limitation on the right to disclaim a property interest contained
in the governing instrument.
75. N.J.S.3B:9-12 is amended to read as follows:
Right to disclaim, etc.; under other law not abridged. 3B:9-12.
This chapter does not abridge the right of a person to waive, release,
disclaim or renounce property or an interest therein under any other
statute or law.
76. N.J.S.3B:9-13 is amended to read as follows:
Extension of time to disclaim interest existing on February 28,
1980. 3B:9-13. An interest in property existing on February 28,
1980, as to which, if a present interest, the time for filing a
disclaimer under this chapter has not expired, or if a future interest,
the interest has not become indefeasibly vested or the taker finally
ascertained, may be disclaimed within 9 months after February 28,
1980. An interest in property existing on the effective date of
this chapter as amended and supplemented by P.L.2004, c.132 (C.3B:3-33.1
et al.) as to which the right to disclaim has not been barred by
prior law may be disclaimed at any time before the right to disclaim
is barred by N.J.S.3B:9-10.
77. N.J.S.3B:10-3 is amended to read as follows:
When spouse entitled to assets without administration. 3B:10-3.
Where the total value of the real and personal assets of the estate
of an intestate will not exceed $20,000.00, the surviving spouse
upon the execution of an affidavit before the surrogate of the county
where the intestate resided at his death, or, if then nonresident
in this State, where any of the assets are located, or before the
Superior Court, shall be entitled absolutely to all the real and
personal assets without administration, and the assets of the estate
up to $5,000.00 shall be free from all debts of the intestate. Upon
the execution and filing of the affidavit as provided in this section,
the surviving spouse shall have all of the rights, powers and duties
of an administrator duly appointed for the estate. The surviving
spouse may be sued and required to account as if he had been appointed
administrator by the surrogate or the Superior Court. The affidavit
shall state that the affiant is the surviving spouse of the intestate
and that the value of the intestate's real and personal assets will
not exceed $20,000.00, and shall set forth the residence of the
intestate at his death, and specifically the nature, location and
value of the intestate's real and personal assets. The affidavit
shall be filed and recorded in the office of such surrogate or,
if the proceeding is before the Superior Court, then in the office
of the clerk of that court. Where the affiant is domiciled outside
this State, the surrogate may authorize in writing that the affidavit
be executed in the affiant's domicile before any of the officers
authorized by R.S.46:14-7 and R.S.46:14-8 to take acknowledgments
or proofs.
78. N.J.S.3B:10-4 is amended to read as follows: When heirs entitled
to assets without administration. 3B:10-4. Where the total value
of the real and personal assets of the estate of an intestate will
not exceed $10,000.00 and the intestate leaves no surviving spouse,
and one of his heirs shall have obtained the consent in writing
of the remaining heirs, if any, and shall have executed before the
surrogate of the county where the intestate resided at his death,
or, if then nonresident in this State, where any of the intestate's
assets are located, or before the Superior Court, the affidavit
herein provided for, shall be entitled to receive the assets of
the intestate of the benefit of all the heirs and creditors without
administration or entering into a bond. Upon executing the affidavit,
and upon filing it and the consent, he shall have all the rights,
powers and duties of an administrator duly appointed for the estate
and may be sued and required to account as if he had been appointed
administrator by the surrogate or the Superior Court. The affidavit
shall set forth the residence of the intestate at his death, the
names, residences and relationships of all of the heirs and specifically
the nature, location and value of the real and personal assets and
also a statement that the value of the intestate's real and personal
assets will not exceed $10,000.00. The consent and the affidavit
shall be filed and recorded, in the office of the surrogate or,
if the proceeding is before the Superior Court, then in the office
of the clerk of that court. Where the affiant is domiciled outside
this State, the surrogate may authorize in writing that the affidavit
be executed in the affiant's domicile before any of the officers
authorized by R.S.46:14-7 and R.S.46:14-8 to take acknowledgments
or proofs.
C.3B:9-14 Federal law. 79. The provisions of this chapter, as amended
and supplemented by P.L.2004, c.132 (C.3B:3-33.1 et al.) are not
intended to enlarge, limit, modify or otherwise affect the federal
requirements for a qualified disclaimer under 26 U.S.C. section
2518 or 26 U.S.C. section 2046. 80. N.J.S.3B:14-24 is amended to
read as follows: Authorization to exercise other powers. 3B:14-24.
The court having jurisdiction of the estate or trust may authorize
the fiduciary to exercise any other power or to disclaim any power,
if the court determines such exercise or disclaimer is necessary
or advisable which in the judgment of the court is necessary for
the proper administration of the estate or trust.
C.3B:17-13 Effect of nonjudicial settlement or waiver of account.
81. Unless the governing instrument expressly provides otherwise,
an instrument settling or waiving an account, executed by all persons
whom it would be necessary to join as parties in a proceeding for
the judicial settlement of the account, shall be binding and conclusive
on all other persons who may have a future interest in the property
to the same extent as that instrument binds the person who executed
it.
82. N.J.S.3B:22-2 is amended to read as follows:
Order of priority of claims when assets insufficient. 3B:22-2.
If the applicable assets of the estate are insufficient to pay all
claims in full, the personal representative shall make payment in
the following order: a. Reasonable funeral expenses; b. Costs and
expenses of administration; c. Debts and taxes with preference under
federal law or the laws of this State, including debts for the reasonable
value of services rendered to the decedent by the Office of the
Public Guardian for Elderly Adults; d. Reasonable medical and hospital
expenses of the last illness of the decedent, including compensation
of persons attending him; e. Judgments entered against the decedent
according to the priorities of their entries respectively; f. All
other claims. No preference shall be given in the payment of any
claim over any other claim of the same class, and a claim due and
payable shall not be entitled to a preference over claims not due.
The commencement of an action against the personal representative
for the recovery of a debt or claim or the entry of a judgment thereon
against the personal representative shall not entitle such debt
or claim to preference over others of the same class.
83. N.J.S.3B:22-3 is amended to read as follows:
Abatement for purpose of paying claims and debts. 3B:22-3. The
property of a decedent's estate shall abate for the purposes of
paying debts and claims in the order prescribed in N.J.S.3B:23-12.
84. N.J.S.3B:22-4 is amended to read as follows:
Limitation of time to present claims of creditors to personal representative;
discharge of personal representative where claim is not duly presented
before distribution. 3B:22-4. Creditors of the decedent shall present
their claims to the personal representative of the decedent's estate
in writing and under oath, specifying the amount claimed and the
particulars of the claim, within nine months from the date of the
decedent's death. If a claim is not so presented to the personal
representative within nine months from the date of the decedent's
death, the personal representative shall not be liable to the creditor
with respect to any assets which the personal representative may
have delivered or paid in satisfaction of any lawful claims, devises
or distributive shares, before the presentation of the claim.
85. N.J.S.3B:22-39 is amended to read as follows:
"Heirs and devisees" defined. 3B:22-39. As used in this
article, heirs and devisees shall include the heirs and devisees
of a deceased debtor and the heirs and devisees of any of them,
who shall have died before the commencement of the action, authorized
by this article, to whom any of the real or personal property, of
which the debtor died seized or possessed, descended or was devised.
86. N.J.S.3B:23-12 is amended to read as follows:
Abatement generally. 3B:23-12. Except as provided in N.J.S.3B:23-14
and except as provided in connection with the share of a surviving
spouse who elects to take an elective share, shares of distributees
abate, without any preference or priority as between real and personal
property, in the following order: a. Property passing by intestacy;
b. Residuary devises; c. General devises; d. Specific devises; and
e. Abatement within each classification is in proportion to the
amount of property each of the beneficiaries would have received
if full distribution of the property had been made in accordance
with the terms of the will.
87. N.J.S.3B:24-4 is amended to read as follows:
Apportionment of tax to transferees in absence of directions to
contrary. 3B:24-4. In the absence of directions to the contrary:
a. That part of the tax shall be apportioned to each of the transferees
as bears the same ratio to the total tax as the ratio which each
of the transferees' property included in the gross tax estate bears
to the total property entering into the net estate for purposes
of that tax, and the balance of the tax shall be apportioned to
the fiduciary, the values as finally determined in the respective
tax proceedings being the values to be used as the basis for apportionment
of the respective taxes; b. Any deduction allowed under the law
imposing the tax by reason of the relationship of any person to
the decedent or by reason of the charitable purposes of the gift
shall inure to the benefit of the fiduciary or transferee, as the
case may be, subject nonetheless to the provisions of N.J.S.3B:24-3;
c. Any deduction for property previously taxed and any credit for
gift taxes paid by the decedent shall inure to the benefit of all
transferees and the fiduciary and the tax to be apportioned shall
be the tax after allowance of the deduction and credit; and d. Any
interest resulting from late payment of the tax shall be apportioned
in the same manner as the tax and shall be charged by the fiduciary
and any trustee of any inter vivos trust and any other transferee
wholly against corpus.
88. N.J.S.3B:25-1 is amended to read as follows:
Nonexoneration of property subject to mortgage or security interest;
exception. 3B:25-1. When property subject to a mortgage or security
interest descends to an heir or passes to a devisee, the heir or
devisee shall not be entitled to have the mortgage or security interest
discharged out of any other property of the ancestor or testator,
but the property so descending or passing to him shall be primarily
liable for the mortgage or secured debt, unless the will of the
testator shall direct that the mortgage or security interest be
otherwise paid. A general direction in the will to pay debts shall
not be deemed a direction to pay the mortgage or security interest.
89. N.J.S.3B:28-1 is amended to read as follows:
Estates of dower and curtesy prior to May 28, 1980. 3B:28-1. The
widow or widower, whether alien or not, of a person dying intestate
or otherwise, shall be endowed for the term of her or his life of
one half of all real property of which the decedent, or another
to the decedent's use, was seized of an estate of inheritance at
any time during marriage prior to May 28, 1980,unless the widow
or widower shall have relinquished her right of dower or his right
of curtesy in the manner provided by P.L.1953, c.352 (C.37:2-18.1)
or such right of dower or such right of curtesy otherwise shall
have been extinguished by law.
90. N.J.S.3B:28-2 is amended to read as follows:
No right of dower or curtesy created on or after May 28, 1980.
3B:28-2. No right of dower or curtesy in real property shall arise
if, on or after May 28, 1980, a person shall become married, or
such person or another to his or her use, shall become seized of
an estate of inheritance.
91. N.J.S.3B:28-3 is amended to read as follows:
Right of joint possession of principal matrimonial residence where
no dower or curtesy applies; alienation. 3B:28-3. a. During life
every married person shall be entitled to joint possession with
his or her spouse of any real property which they occupy jointly
as their principal matrimonial residence and to which neither dower
nor curtesy applies. One who acquires an estate or interest in real
property from a person whose spouse is entitled to joint possession
thereof does so subject to such right of possession, unless such
right of possession has been released, extinguished or subordinated
by such spouse or has been terminated by order or judgment of a
court of competent jurisdiction or otherwise. b. Nothing contained
herein shall be construed to prevent the release, subordination
or extinguishment of the right of joint possession by either spouse,
by premarital agreement, separation agreement or other written instrument.
c. The right of joint possession shall be extinguished by the consent
of both parties, by the death of either spouse, by judgment of divorce,
separation or annulment, by other order or judgment which extinguishes
same, or by voluntary abandonment of the principal matrimonial residence.
92. N.J.S.3B:28-3.1 is amended to read as follows:
Joint occupancy of principal matrimonial residence; mortgage lien.
3B:28-3.1. The right of joint possession to the principal matrimonial
residence as provided in N.J.S.3B:28-3 is subject to the lien of
a mortgage, irrespective of the date when the mortgage is recorded,
provided: a. The mortgage is placed upon the matrimonial residence
prior to the time that title to the residence was acquired by the
married person; or b. The mortgage is placed upon the matrimonial
residence prior to the marriage; or c. The mortgage is a purchase
money mortgage; or d. The parties to the marriage have joined in
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