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Case Citations [1] (April 2023 - August 2023)

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                               THE   AMERICAN
                               LAW INSTITUTE



                                    Spring 2023 Citations



           PROPERTY 3D (WILLS AND OTHER

                      DONATIVE TRANSFERS)



              DIVISION   I. PROBATE   TRANSFERS (WILLS AND INTESTACY)

                   CHAPTER 1.   DEFINITIONS AND BASIC PRINCIPLES

§ 1.1 Probate Estate

Neb.2022. Cit. in ftn. In probate proceedings for decedent who had owned property jointly with personal
representative of decedent's estate, decedent's son from a former marriage objected to, among other
things, personal representative's use of estate funds to pay real-estate taxes owed on the property. After
a hearing, the trial court determined that the taxes were properly paid from decedent's estate. Affirming
that portion of the decision, this court cited Restatement Third of Property: Wills and Other Donative
Transfers § 1.1 in holding that personal representative correctly treated decedent's share of the 2016
taxes, which became due after decedent's death in 2017, as a pre-death debt of decedent to be paid by
the estate, because the owner of real property on December 31 was liable for the taxes assessed and
levied for that calendar year. Svoboda v. Larson, 972 N.W.2d 891, 900.

§ 1.2 Requirement of Surviving the Decedent

Ohio App.2021. Com.  (a) quot. in sup., cit. in dictionary quot. in ftn. (general cite). Sister of decedent
brought an action for declaratory judgment against, among others, niece and nephew, alleging that
defendants were not entitled to inherit lapsed devises made to decedent's pre-deceased brother, because
anti-lapse statutes did not apply to those devises. The trial court entered judgment for defendants. This
court reversed and remanded, holding, inter alia, that the version of anti-lapse statutes in effect at the
time of decedent's death governed his will. In illustrating the legislative history of anti-lapse statutes, the
court noted that, the common law as set forth by Restatement Third of Property: Wills and Other
Donative Transfers § 1.2, Comment a, could produce harsh results to devisees, because donative
transfers could not be made to individuals who failed to survive decedent, and lapsed devises did not
become part of predeceased devisee's estate. Diller v. Diller, 182 N.E.3d 370, 378.



              CHAPTER 5. POST-EXECUTION EVENTS AFFECTING WILLS

§ 5.5 Antilapse Statutes

                           COPYRIGHT C2023 By THE AMERICAN LAW INSTITUTE
                                         All rights reserved
                                   Printed in the United States of America
          For earlier citations, see the Appendices, Supplements, or Pocket Parts, if any, that correspond to the subject matter under examination.

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