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Probate & Trust Law Section Conference Manual ... - Minnesota CLE

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A person who executes a will may institute a declaratory judgment<br />

proceeding for the validity of the will as to: the signature; required<br />

number of witnesses and their signatures; testamentary capacity;<br />

and, freedom from undue influence.<br />

Interested parties to be served are beneficiaries named in will and<br />

all present intestate successors since they are deemed possessed of<br />

inchoate property rights.<br />

If Court finds the will was properly executed, free of undue<br />

influence and made with the requisite testamentary capacity, the<br />

Court declares the will valid and orders it placed on file with the<br />

Court. This finding of validity constitutes an adjudication of<br />

probate.<br />

This will is then binding in North Dakota unless the testator<br />

executes a new will.<br />

4. Elective Share of Surviving Spouse and Allowances. N.D.C.C. Chapter<br />

30.1-05.<br />

Fifty (50%) percent of augmented estate.<br />

Right of election may be exercised by surviving spouse, guardian,<br />

conservator or attorney-in-fact.<br />

If surviving spouse is incapacitated, Court appoints a trustee to<br />

administer the elective share with distributions of income and<br />

principal for support, with regard to other sources of support,<br />

income and property of surviving spouse, but exclusive of medical<br />

assistance benefits. Upon the death of the surviving spouse, the<br />

trustee transfers the remaining trust property to the residuary<br />

beneficiaries.<br />

Homestead Allowance. N.D.C.C. §§ 30-16-02 and 47-18-01<br />

(defined as dwelling and contiguous land, not to exceed $100,000<br />

over and above liens and encumbrances).<br />

o To the surviving spouse for life or until remarriage, or for<br />

minors until 18 years old.<br />

o Court decree sets apart homestead estate.<br />

Exempt Property Allowance. N.D.C.C. § 30.1-07-01, for<br />

surviving spouse or, if none, for minor children the decedent was<br />

obligated to support. Consists of $15,000 in tangible personal<br />

property or equivalent cash.<br />

Family Allowance. N.D.C.C. § 30.1-07-02, for surviving spouse<br />

and minor children the decedent was obligated to support for the<br />

entire period of estate administration, but limited to one year for<br />

8

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