Montana Code Annotated
Title 72. Estates, Trusts, and Fiduciary Relationships
Chapter 2. Upc -- Intestacy, Wills, and Donative Transfers

72-2-236. Decedent's nonprobate transfers to surviving spouse - 72-2-236. Decedent's nonprobate transfers to surviving spouse. Excluding property passing...

72-2-237. Surviving spouse's property and nonprobate transfers to others - 72-2-237. Surviving spouse's property and nonprobate transfers to others. (1)...

72-2-238. Exclusions, valuation, and overlapping application - 72-2-238. Exclusions, valuation, and overlapping application. (1) The value of...

72-2-239. Sources from which elective share payable - 72-2-239. Sources from which elective share payable. (1) In a...

72-2-240. Personal liability of recipients - 72-2-240. Personal liability of recipients. (1) Only original recipients of...

72-2-241. Proceeding for elective share -- time limit - 72-2-241. Proceeding for elective share -- time limit. (1) Except...

72-2-242. Right of election personal to surviving spouse -- incapacitated surviving spouse - 72-2-242. Right of election personal to surviving spouse -- incapacitated...

72-2-243. Effect of premarital or marital agreement right to elect and of other rights - 72-2-243. Effect of premarital or marital agreement right to elect...

72-2-244. Protection of payors and other third parties - 72-2-244. Protection of payors and other third parties. (1) Although...

Part 3. Spouse and Children Unprovided for in Wills

72-2-301. Renumbered 72-2-521 - 72-2-301. Renumbered 72-2-521. Code Commissioner, 1993.

72-2-302. Renumbered 72-2-522 - 72-2-302. Renumbered 72-2-522. Code Commissioner, 1993.

72-2-303. Repealed - 72-2-303. Repealed. Sec. 134, Ch. 494, L. 1993. History: En....

72-2-304. Renumbered 72-2-524 - 72-2-304. Renumbered 72-2-524. Code Commissioner, 1993.

72-2-305. Renumbered 72-2-525 - 72-2-305. Renumbered 72-2-525. Code Commissioner, 1993.

72-2-306. Renumbered 72-2-526 - 72-2-306. Renumbered 72-2-526. Code Commissioner, 1993.

72-2-307. through 72-2-310 reserved - 72-2-307 through 72-2-310 reserved.

72-2-311. Renumbered 72-2-530 - 72-2-311. Renumbered 72-2-530. Code Commissioner, 1993.

72-2-312. Renumbered 72-2-533 - 72-2-312. Renumbered 72-2-533. Code Commissioner, 1993.

72-2-313. Renumbered 72-2-532 - 72-2-313. Renumbered 72-2-532. Code Commissioner, 1993.

72-2-314. Renumbered 72-2-531 - 72-2-314. Renumbered 72-2-531. Code Commissioner, 1993.

72-2-315. through 72-2-320 reserved - 72-2-315 through 72-2-320 reserved.

72-2-321. Renumbered 72-2-527 - 72-2-321. Renumbered 72-2-527. Code Commissioner, 1993.

72-2-322. Renumbered 72-2-528 - 72-2-322. Renumbered 72-2-528. Code Commissioner, 1993.

72-2-323. Renumbered 72-2-529 - 72-2-323. Renumbered 72-2-529. Code Commissioner, 1993.

72-2-324. through 72-2-330 reserved - 72-2-324 through 72-2-330 reserved.

72-2-331. Entitlement of spouse -- premarital will - 72-2-331. Entitlement of spouse -- premarital will. (1) If a...

72-2-332. Omitted children - 72-2-332. Omitted children. (1) Except as provided in subsection (2),...

Part 4. Exempt Property and Allowances

72-2-401. Renumbered 72-2-536 - 72-2-401. Renumbered 72-2-536. Code Commissioner, 1993.

72-2-402. Renumbered 72-2-535 - 72-2-402. Renumbered 72-2-535. Code Commissioner, 1993.

72-2-403. through 72-2-410 reserved - 72-2-403 through 72-2-410 reserved.

72-2-411. Applicable law - 72-2-411. Applicable law. This part applies to the estate of...

72-2-412. Homestead allowance - 72-2-412. Homestead allowance. A decedent's surviving spouse is entitled to...

72-2-413. Exempt property - 72-2-413. Exempt property. In addition to the homestead allowance, the...

72-2-414. Family allowance - 72-2-414. Family allowance. (1) In addition to the right to...

72-2-415. Source, determination, and documentation - 72-2-415. Source, determination, and documentation. (1) If the estate is...

Part 5. Wills, Will Contracts, and Custody and Deposit of Wills

72-2-501. Repealed - 72-2-501. Repealed. Sec. 134, Ch. 494, L. 1993. History: En....

72-2-502. Renumbered 72-2-612 - 72-2-502. Renumbered 72-2-612. Code Commissioner, 1993.

72-2-503. Repealed - 72-2-503. Repealed. Sec. 134, Ch. 494, L. 1993. History: En....

72-2-504. Renumbered 72-2-713 - 72-2-504. Renumbered 72-2-713. Code Commissioner, 1993.

72-2-505. through 72-2-510 reserved - 72-2-505 through 72-2-510 reserved.

72-2-511. Repealed - 72-2-511. Repealed. Sec. 134, Ch. 494, L. 1993. History: En....

72-2-512. Renumbered 72-2-613 - 72-2-512. Renumbered 72-2-613. Code Commissioner, 1993.

72-2-513. Renumbered 72-2-614 - 72-2-513. Renumbered 72-2-614. Code Commissioner, 1993.

72-2-514. Renumbered 72-2-617 - 72-2-514. Renumbered 72-2-617. Code Commissioner, 1993.

72-2-515. Renumbered 72-2-619 - 72-2-515. Renumbered 72-2-619. Code Commissioner, 1993.

72-2-516. Renumbered 72-2-616 - 72-2-516. Renumbered 72-2-616. Code Commissioner, 1993.

72-2-517. Renumbered 72-2-615 - 72-2-517. Renumbered 72-2-615. Code Commissioner, 1993.

72-2-518. Renumbered 72-2-618 - 72-2-518. Renumbered 72-2-618. Code Commissioner, 1993.

72-2-519. Renumbered 72-2-537 - 72-2-519. Renumbered 72-2-537. Code Commissioner, 1993.

72-2-520. reserved - 72-2-520 reserved.

72-2-521. Who may make a will - 72-2-521. Who may make a will. An individual 18 or...

72-2-522. Execution -- witnessed wills -- holographic wills - 72-2-522. Execution -- witnessed wills -- holographic wills. (1) Except...

72-2-523. Writings intended as wills - 72-2-523. Writings intended as wills. Although a document or writing...

72-2-524. Self-proved will - 72-2-524. Self-proved will. (1) A will may be simultaneously executed,...

72-2-525. Who may witness - 72-2-525. Who may witness. (1) An individual generally competent to...

72-2-526. Choice of law as to execution - 72-2-526. Choice of law as to execution. A written will...

72-2-527. Revocation by writing or act - 72-2-527. Revocation by writing or act. (1) A will or...

72-2-528. Revocation by change of circumstances - 72-2-528. Revocation by change of circumstances. Except as provided in...

72-2-529. Revival of revoked will - 72-2-529. Revival of revoked will. (1) If a subsequent will...

72-2-530. Incorporation by reference - 72-2-530. Incorporation by reference. A writing in existence when a...

72-2-531. Testamentary additions to trusts - 72-2-531. Testamentary additions to trusts. (1) (a) A will may...

72-2-532. Events of independent significance - 72-2-532. Events of independent significance. A will may dispose of...

72-2-533. Separate writing identifying disposition of tangible personal property - 72-2-533. Separate writing identifying disposition of tangible personal property. (1)...

72-2-534. Contracts concerning succession - 72-2-534. Contracts concerning succession. (1) A contract to make a...

72-2-535. Deposit of will with court in testator's lifetime - 72-2-535. Deposit of will with court in testator's lifetime. A...

72-2-536. Duty of custodian of will -- liability - 72-2-536. Duty of custodian of will -- liability. After the...

72-2-537. Penalty clause for contest - 72-2-537. Penalty clause for contest. A provision in a will...

Part 6. Rules of Construction Applicable Only to Wills

72-2-601. Renumbered 72-2-331 - 72-2-601. Renumbered 72-2-331. Code Commissioner, 1993.

72-2-602. Renumbered 72-2-332 - 72-2-602. Renumbered 72-2-332. Code Commissioner, 1993.

72-2-603. through 72-2-610 reserved - 72-2-603 through 72-2-610 reserved.

72-2-611. Scope - 72-2-611. Scope. In the absence of a finding of a...

72-2-612. Will may pass all property and after-acquired property - 72-2-612. Will may pass all property and after-acquired property. A...

72-2-613. Antilapse -- deceased devisee -- class gifts - 72-2-613. Antilapse -- deceased devisee -- class gifts. (1) As...

72-2-614. Failure of testamentary provision - 72-2-614. Failure of testamentary provision. (1) Except as provided in...

72-2-615. Increase in securities -- accessions - 72-2-615. Increase in securities -- accessions. (1) If a testator...

72-2-616. Nonademption of specific devises -- unpaid proceeds of sale, condemnation, or insurance -- sale by conservator or agent - 72-2-616. Nonademption of specific devises -- unpaid proceeds of sale,...

72-2-617. Nonexoneration - 72-2-617. Nonexoneration. A specific devise passes subject to any security...

72-2-618. Repealed - 72-2-618. Repealed. Sec. 40, Ch. 293, L. 2015. History: En....

72-2-619. Ademption by satisfaction - 72-2-619. Ademption by satisfaction. (1) Property that a testator gave...

Part 7. Rules of Construction Applicable to Wills and Other Governing Instruments

72-2-701. Renumbered 72-2-122 - 72-2-701. Renumbered 72-2-122. Code Commissioner, 1993.

72-2-702. Renumbered 72-2-221 - 72-2-702. Renumbered 72-2-221. Code Commissioner, 1993.

72-2-703. Renumbered 72-2-223 - 72-2-703. Renumbered 72-2-223. Code Commissioner, 1993.

72-2-704. Renumbered 72-2-226 - 72-2-704. Renumbered 72-2-226. Code Commissioner, 1993.

72-2-705. Renumbered 72-2-222 - 72-2-705. Renumbered 72-2-222. Code Commissioner, 1993.

72-2-706. Renumbered 72-2-227 - 72-2-706. Renumbered 72-2-227. Code Commissioner, 1993.

72-2-707. Renumbered 72-2-225 - 72-2-707. Renumbered 72-2-225. Code Commissioner, 1993.

72-2-708. through 72-2-710 reserved - 72-2-708 through 72-2-710 reserved.

72-2-711. Scope - 72-2-711. Scope. In the absence of a finding of a...

72-2-712. Requirement of survival by 120 hours - 72-2-712. Requirement of survival by 120 hours. (1) For the...

72-2-713. Choice of law as to meaning and effect of governing instrument - 72-2-713. Choice of law as to meaning and effect of...

72-2-714. Repealed - 72-2-714. Repealed. Sec. 40, Ch. 293, L. 2015. History: En....

72-2-715. Class gifts construed to accord with intestate succession - 72-2-715. Class gifts construed to accord with intestate succession. (1)...

72-2-716. Life insurance -- retirement plan -- account with POD designation -- transfer-on-death registration -- deceased beneficiary - 72-2-716. Life insurance -- retirement plan -- account with POD...

72-2-717. Survivorship with respect to future interests under terms of trust -- substitute takers - 72-2-717. Survivorship with respect to future interests under terms of...

72-2-718. Class gifts to "descendants", "issue", or "heirs of the body" -- form of distribution if none specified - 72-2-718. Class gifts to "descendants", "issue", or "heirs of the...

72-2-719. Representation -- per capita at each generation -- per stirpes - 72-2-719. Representation -- per capita at each generation -- per...

72-2-720. Worthier title doctrine abolished - 72-2-720. Worthier title doctrine abolished. The doctrine of worthier title...

72-2-721. Interests in "heirs" and like - 72-2-721. Interests in "heirs" and like. If an applicable statute...

Part 8. General Provisions Concerning Probate and Nonprobate Transfers

72-2-801. Renumbered 72-2-412 - 72-2-801. Renumbered 72-2-412. Code Commissioner, 1993.

72-2-802. Renumbered 72-2-413 - 72-2-802. Renumbered 72-2-413. Code Commissioner, 1993.

72-2-803. Renumbered 72-2-414 - 72-2-803. Renumbered 72-2-414. Code Commissioner, 1993.

72-2-804. Renumbered 72-2-415 - 72-2-804. Renumbered 72-2-415. Code Commissioner, 1993.

72-2-805. through 72-2-810 reserved - 72-2-805 through 72-2-810 reserved.

72-2-811. Repealed - 72-2-811. Repealed. Sec. 105, Ch. 313, L. 2019. History: En....

72-2-812. Effect of divorce, annulment, or decree of separation - 72-2-812. Effect of divorce, annulment, or decree of separation. (1)...

72-2-813. Effect of financial exploitation or homicide on intestate succession, wills, trusts, joint assets, life insurance, and beneficiary designations - 72-2-813. Effect of financial exploitation or homicide on intestate succession,...

72-2-814. Revocation of probate and nonprobate transfers by divorce -- no revocation by other changes of circumstances - 72-2-814. Revocation of probate and nonprobate transfers by divorce --...

72-2-815. Reformation to correct mistakes - 72-2-815. Reformation to correct mistakes. The court may reform the...

72-2-816. Modification to achieve transferor's tax objectives - 72-2-816. Modification to achieve transferor's tax objectives. To achieve the...

72-2-817. Short title - 72-2-817. Short title. Sections 72-2-817 through 72-2-833 may be cited...

72-2-818. Definitions - 72-2-818. Definitions. As used in 72-2-817 through 72-2-833, the following...

72-2-819. Scope - 72-2-819. Scope. Sections 72-2-817 through 72-2-833 apply to disclaimers of...

72-2-820. Sections supplemented by other law - 72-2-820. Sections supplemented by other law. (1) Unless displaced by...

72-2-821. Power to disclaim -- general requirements -- when revocable - 72-2-821. Power to disclaim -- general requirements -- when revocable....

72-2-822. Disclaimer of interest in property - 72-2-822. Disclaimer of interest in property. (1) In this section:...

72-2-823. Disclaimer of rights of survivorship in jointly held property - 72-2-823. Disclaimer of rights of survivorship in jointly held property....

72-2-824. Disclaimer of interest by trustee - 72-2-824. Disclaimer of interest by trustee. If a trustee disclaims...

72-2-825. Disclaimer of power of appointment or other power not held in fiduciary capacity - 72-2-825. Disclaimer of power of appointment or other power not...

72-2-826. Disclaimer by appointee, object, or taker in default of exercise of power of appointment - 72-2-826. Disclaimer by appointee, object, or taker in default of...

72-2-827. Disclaimer of power held in fiduciary capacity - 72-2-827. Disclaimer of power held in fiduciary capacity. (1) If...

72-2-828. Delivery or filing - 72-2-828. Delivery or filing. (1) In this section, "beneficiary designation"...

72-2-829. When disclaimer barred or limited - 72-2-829. When disclaimer barred or limited. (1) A disclaimer is...

72-2-830. Tax qualified disclaimer - 72-2-830. Tax qualified disclaimer. Notwithstanding any other provision of 72-2-817...

72-2-831. Recording of disclaimer - 72-2-831. Recording of disclaimer. If an instrument transferring an interest...

72-2-832. Application to existing relationships - 72-2-832. Application to existing relationships. Except as otherwise provided in...

72-2-833. Relation to electronic signatures in global and national commerce act - 72-2-833. Relation to electronic signatures in global and national commerce...

Part 9. Uniform International Will Act

72-2-901. Definitions - 72-2-901. Definitions. In this part, the following definitions apply: (1)...

72-2-902. Validity - 72-2-902. Validity. (1) The form of a will is valid,...

72-2-903. Requirements - 72-2-903. Requirements. (1) An international will must be made in...

72-2-904. Other points of form - 72-2-904. Other points of form. (1) The signatures must be...

72-2-905. Certificate - 72-2-905. Certificate. The authorized person shall attach to the will...

72-2-906. Effect of certificate - 72-2-906. Effect of certificate. In the absence of evidence to...

72-2-907. Revocation - 72-2-907. Revocation. An international will is subject to the ordinary...

72-2-908. Persons authorized to act in relation to international will -- eligibility -- recognition by authorizing agency - 72-2-908. Persons authorized to act in relation to international will...

72-2-909. International will information registration - 72-2-909. International will information registration. The secretary of state shall...

72-2-910. Source and construction - 72-2-910. Source and construction. Sections 72-2-901 through 72-2-907 derive from...

Part 10. Uniform Statutory Rule Against Perpetuities -- Honorary Trusts

72-2-1001. Short title - 72-2-1001. Short title. This part may be cited as the...

72-2-1002. Statutory rule against perpetuities - 72-2-1002. Statutory rule against perpetuities. (1) A nonvested property interest...

72-2-1003. When nonvested property interest or power of appointment created - 72-2-1003. When nonvested property interest or power of appointment created....

72-2-1004. Reformation - 72-2-1004. Reformation. Upon the petition of an interested person, a...

72-2-1005. Exclusions from statutory rule against perpetuities - 72-2-1005. Exclusions from statutory rule against perpetuities. Section 72-2-1002 does...

72-2-1006. Prospective application - 72-2-1006. Prospective application. (1) Except as extended by subsection (2),...

72-2-1007. Uniformity of application and construction - 72-2-1007. Uniformity of application and construction. This part must be...

72-2-1008. through 72-2-1016 reserved - 72-2-1008 through 72-2-1016 reserved.

72-2-1017. Honorary trusts -- trusts for pets - 72-2-1017. Honorary trusts -- trusts for pets. (1) Subject to...

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Montana Code Annotated Title 72. Estates, Trusts, and Fiduciary Relationships Chapter 2. Upc -- Intestacy, Wills, and Donative Transfers

Montana Code Annotated
Title 72. Estates, Trusts, and Fiduciary Relationships
Chapter 2. Upc -- Intestacy, Wills, and Donative Transfers