Article II,
Part 2 Elective Share of Surviving Spouse - Menu
EPIC Questions and Answers - Menu
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May the probate court waive or release any elective
share or other spousal rights of a protected individual? (ref. sections
5407 and 2205) 0655
In determining the amount to which a surviving
spouse is entitled under a premarital will, does it matter that an adopted
child's adoption was not completed until after the execution of the will
when such child is the devisee? (ref. sections 2301(1) and 2202) 0636
How is a spouse's elective share calculated when
the net estate is far less than the intestate limits set forth in MCL 700.2102?
(ref. sections 2102 and 2202) 0635
If there is a premarital agreement, must surviving
spouse be served with a notice of right of election? Should the premarital
agreement be filed with the court? (ref. section 2205; MCR 5.305) 0571
May a will excluding a spouse from taking an
intestate share affect what the spouse may take if there is an election
against the will? (ref. sections 2101(2) and 2202(2)) 0563
Does a widow's dower right cloud title so that
the personal representative cannot sell estate real property without her
consent? (ref. MCL 558.1; MCL 700.2202) 0553
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When a spouse elects to take against
the will, how should a devise to a trust benefiting the spouse be treated
in determining the spouse's share of the estate? (ref. section 2202) 0539
Is a petition for allowances equivalent to an
election against the will? Is the no-contest clause in a trust not
to take against a will enforceable? (ref. sections 2202, 2402, 2403, 2404,
2518 and 3905) 0527
Should the real estate located in another state
be included in the base for computing the surviving spouse's elective share
in the Michigan estate? (ref. sections 2101, 2202 and 3408) 0478
May a surviving spouse who dies during the administration
of the first spouse's estate make an election to take against the will?
Is the surviving spouse's estate entitled to homestead allowance and exempt
property? (ref. sections 2202(3), 2402, 2404 and 2104) 0476
May an allowance for a minor or dependent child
be defeated by a will provision? (ref. sections 2402, 2403 and 2205) 0474
When property derived by the spouse from the
decedent is used to lessen the elective share, how is joint property valued
for such calculations? (ref. section 2202) 0467
If a spouse elects to take against the will,
is real property located in another state included in the computation?
(ref. sections 2102(1), 2202(2)(b) and 3706(1)) 0464
Is a spouse under a premarital will which leaves
everything to children of a prior marriage limited to spousal allowances
from the estate? (ref. sections 2202, 2301, 2402, 2403 and 2404) 0463
Is an elective share of surviving spouse reduced
by allowances? To what may a surviving spouse be entitled when the
will leaves everything to a trust which benefits the children of decedent?
(ref. sections 2301, 2202, 2402, 2403 and 2404) 0460
In a premarital will situation, how is the entitlement
of the spouse to an intestate share affected by a devise to a trust that
benefits natural children of the testator? (ref. sections 2201, 2202 and
2301) 0444
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Does "property derived by the spouse
of the decedent" include future payments from pensions and other sources?
If so, must the payments be reduced to present value? (ref. section
2202) 0441
May a spouse precluded from taking under the
premarital will provision elect against the will? (ref. sections 2301 and
2202(2)(b)) 0439
A will leaves everything to wife and if she were
to predecease him to his four living children. Wife dies and husband
remarries but does not change will? May second wife take her intestate
share since children were contingent beneficiaries? (ref. sections 2301,
2202, 2402, 2403 and 2404) 0437
How may a legally incapacitated spouse may an
election against the estate of a deceased spouse? (ref. section 2202(5))
0434
When a spouse takes against the will and the
will provides that all estate taxes are to be paid from the residue, how
are Federal estate taxes calculated? (ref. sections 2202(2)(b), 3920 and
3921) 0396
If a personal representative has been appointed,
what happens procedurally when there is a change in testacy status? (ref.
sections 1308(2), 1309(b), 3401, 3612 and 2202) 0395
Surviving spouse believes a will may exist which
excludes her. She wishes to start the statute of limitations running
on admission of such alleged will and to perfect any rights she may have
against such will. What may she do? (ref. sections 3412 and 2202(2))
0389
Who needs to be served with the selection of
homestead allowance and exempt property? (ref. sections 2402, 2404,
and 2202; MCR 5.305(C) and 5.125(C)(5)) 0369
Husband funds a living trust with all his property.
What rights does wife have against such a trust upon husband's death? (ref.
sections 2202, 2402, 2403, 2404, 7501, 7502 and 7503) 0356
Do insurance proceeds paid to surviving spouse
affect the amount of her allowances? Do they affect the share she
receives if she elects against the will? (ref. sections 2402, 2404 and
2202) 0328
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Does a widow's election to take against
the will of her husband also waive any claim she may have to take from
husband's trust, to be funded by the pour over will? (ref. section 2202)
0270
When a spouse has waived her dower rights to
property, is that property still considered in making a calculation as
to what the spousal share will be if the spouse takes against the will?
(ref. section 2202) 0240
When a spouse elects to take against the will,
how is the spouse's share calculated? (ref. sections 2202, 2102, 2402,
2403, 2404) 0207
Has the Estates and Protected Individuals Code
(EPIC) significantly affected dower rights? (ref. section 2205) 0176
Can a surviving spouse, omitted from
a premarital will, who takes against the will also receive homestead, family
and exempt property allowances? (ref. sections 2301, 2202(2)(b), 2402,
2403, and 2404) 0171
If wife is taken care of through a pension
plan, can she still take against the will if not satisfied? (ref. sections
2202 and 2205) 0146
When a spouse takes against the will
and her share is calculated, what property is included in "reduced by the
value of all property derived by the spouse from the decedent"? (ref. section
2202) 0134
May a surviving spouse's estate make
an election? Can adopted children take from both adoptive parents
and biological parents? Are these rights substantive or procedural?
(ref. sections 8101, 2202, 2114) 0098
May the estate of a surviving spouse
elect to take against the will or elect dower? (ref. section 2202(2)) 0096
If a premarital will excludes a spouse
leaving everything to children, may the surviving spouse take anything
against the will? (ref. sections 2301, 2201, 2202) 0067
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EPIC Questions and Answers - Menu
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Last Updated: 10-5-09
Send your comments, questions and suggestions to Phil Harter at 161
E Michigan Avenue, Battle Creek, Michigan 49014
or e mail to: pharter@calhouncountymi.gov