72-2-232. Elective share. (1) The surviving spouse of a decedent who dies domiciled in this state has a right of election, under the limitations and conditions stated in this part, to take an elective-share amount equal to 50% of the value of the marital-property portion of the augmented estate.
(2) If the sum of the amounts described in 72-2-237 and 72-2-239(1)(a), and that part of the elective-share amount payable from the decedent's net probate estate and nonprobate transfers to others under 72-2-239(3) and (4) is less than $75,000, the surviving spouse is entitled to a supplemental elective-share amount equal to $75,000, minus the sum of the amounts described in those sections. The supplemental elective-share amount is payable from the decedent's net probate estate and from recipients of the decedent's nonprobate transfers to others in the order of priority set forth in 72-2-239(3) and (4).
(3) If the right of election is exercised by or on behalf of the surviving spouse, the surviving spouse's homestead allowance, exempt property, and family allowance, if any, are not charged against but are in addition to the elective-share and supplemental elective-share amounts.
(4) The right, if any, of the surviving spouse of a decedent who dies domiciled outside this state to take an elective share in property in this state is governed by the law of the decedent's domicile at death.
History: En. Sec. 14, Ch. 313, L. 2019.
Structure Montana Code Annotated
Title 72. Estates, Trusts, and Fiduciary Relationships
Chapter 2. Upc -- Intestacy, Wills, and Donative Transfers
Part 2. Elective Share of Surviving Spouse
72-2-208. and 72-2-209 reserved
72-2-216. through 72-2-220 reserved
72-2-233. Composition of the augmented estate
72-2-234. Decedent's net probate estate
72-2-235. Decedent's nonprobate transfers to others
72-2-236. Decedent's nonprobate transfers to surviving spouse
72-2-237. Surviving spouse's property and nonprobate transfers to others
72-2-238. Exclusions, valuation, and overlapping application
72-2-239. Sources from which elective share payable
72-2-240. Personal liability of recipients
72-2-241. Proceeding for elective share -- time limit
72-2-242. Right of election personal to surviving spouse -- incapacitated surviving spouse
72-2-243. Effect of premarital or marital agreement right to elect and of other rights