Montana Code Annotated
Title 72. Estates, Trusts, and Fiduciary Relationships
Chapter 3. Upc -- Probate and Administration

72-3-105. Interested persons' rights of application and petition - 72-3-105. Interested persons' rights of application and petition. Persons interested...

72-3-106. Interested person's right to demand notice of order or filing - 72-3-106. Interested person's right to demand notice of order or...

72-3-107. and 72-3-108 reserved - 72-3-107 and 72-3-108 reserved.

72-3-109. Acknowledgment of fiduciary relationship and obligations -- personal representative, guardian, or conservator - 72-3-109. Acknowledgment of fiduciary relationship and obligations -- personal representative,...

72-3-110. reserved - 72-3-110 reserved.

72-3-111. Exclusive jurisdiction of court -- binding nature of orders after notice - 72-3-111. Exclusive jurisdiction of court -- binding nature of orders...

72-3-112. Venue for estate proceedings - 72-3-112. Venue for estate proceedings. (1) Venue for the first...

72-3-113. Repealed - 72-3-113. Repealed. Sec. 105, Ch. 313, L. 2019. History: En....

72-3-114. Conflicting claim as to domicile in another state - 72-3-114. Conflicting claim as to domicile in another state. If...

72-3-115. through 72-3-120 reserved - 72-3-115 through 72-3-120 reserved.

72-3-121. Scope of proceedings when no supervised administration -- proceedings independent -- combination of proceedings - 72-3-121. Scope of proceedings when no supervised administration -- proceedings...

72-3-122. Time limit on probate, testacy, and appointment proceedings -- exceptions - 72-3-122. Time limit on probate, testacy, and appointment proceedings --...

72-3-123. Statutes of limitation on decedent's cause of action -- applicability - 72-3-123. Statutes of limitation on decedent's cause of action --...

72-3-124. through 72-3-130 reserved - 72-3-124 through 72-3-130 reserved.

72-3-131. Effect of approval of agreements involving trusts, inalienable interests, or interests of third persons - 72-3-131. Effect of approval of agreements involving trusts, inalienable interests,...

72-3-132. Procedure for securing court approval of compromise - 72-3-132. Procedure for securing court approval of compromise. The procedure...

Part 2. Informal Probate and Appointment Proceedings

72-3-201. Applications to be verified - 72-3-201. Applications to be verified. Applications for informal probate or...

72-3-202. Required contents of application - 72-3-202. Required contents of application. Every application for informal probate...

72-3-203. Probate and appointment under will -- additional information required - 72-3-203. Probate and appointment under will -- additional information required....

72-3-204. Appointment in intestacy -- additional information required - 72-3-204. Appointment in intestacy -- additional information required. An application...

72-3-205. Application for appointment of successor personal representative - 72-3-205. Application for appointment of successor personal representative. (1) An...

72-3-206. through 72-3-210 reserved - 72-3-206 through 72-3-210 reserved.

72-3-211. Informal probate -- notice requirements - 72-3-211. Informal probate -- notice requirements. (1) The moving party...

72-3-212. Informal probate -- clerk to make findings - 72-3-212. Informal probate -- clerk to make findings. In an...

72-3-213. Rules for grant or denial of informal probate - 72-3-213. Rules for grant or denial of informal probate. (1)...

72-3-214. Power of clerk to deny informal probate -- effect of denial - 72-3-214. Power of clerk to deny informal probate -- effect...

72-3-215. Clerk to issue statement of informal probate -- effect -- procedural defect not to void probate - 72-3-215. Clerk to issue statement of informal probate -- effect...

72-3-216. through 72-3-219 reserved - 72-3-216 through 72-3-219 reserved.

72-3-220. Nondomiciliary decedent -- will filed and not probated in domiciliary state - 72-3-220. Nondomiciliary decedent -- will filed and not probated in...

72-3-221. Informal appointment -- notice requirements - 72-3-221. Informal appointment -- notice requirements. (1) The moving party...

72-3-222. Informal appointment -- clerk to make findings - 72-3-222. Informal appointment -- clerk to make findings. In informal...

72-3-223. Rules for denial of informal appointment - 72-3-223. Rules for denial of informal appointment. (1) Unless 72-3-523...

72-3-224. Informal appointment -- power of clerk to deny -- effect of denial - 72-3-224. Informal appointment -- power of clerk to deny --...

72-3-225. Duty of clerk to make appointment -- effect - 72-3-225. Duty of clerk to make appointment -- effect. (1)...

Part 3. Formal Testacy and Appointment Proceedings

72-3-301. Petition for formal testacy or appointment -- contents -- last will - 72-3-301. Petition for formal testacy or appointment -- contents --...

72-3-302. Formal testacy proceedings -- nature -- how and when commenced - 72-3-302. Formal testacy proceedings -- nature -- how and when...

72-3-303. Formal proceeding supersedes all informal applications - 72-3-303. Formal proceeding supersedes all informal applications. During the pendency...

72-3-304. Effect of formal proceeding on power of informally appointed personal representative - 72-3-304. Effect of formal proceeding on power of informally appointed...

72-3-305. Notice of hearing on petition for formal testacy proceeding - 72-3-305. Notice of hearing on petition for formal testacy proceeding....

72-3-306. Notice and procedure when fact of death in doubt - 72-3-306. Notice and procedure when fact of death in doubt....

72-3-307. Hearings and proof in uncontested cases - 72-3-307. Hearings and proof in uncontested cases. If a petition...

72-3-308. Written objections to probate - 72-3-308. Written objections to probate. Any party to a formal...

72-3-309. Repealed - 72-3-309. Repealed. Sec. 105, Ch. 313, L. 2019. History: En....

72-3-310. Burdens in contested cases - 72-3-310. Burdens in contested cases. In contested cases, petitioners who...

72-3-311. Priority of determinations in contested cases - 72-3-311. Priority of determinations in contested cases. If a will...

72-3-312. Effect of final order in another state - 72-3-312. Effect of final order in another state. A final...

72-3-313. Order for formal probate - 72-3-313. Order for formal probate. (1) After the time required...

72-3-314. Probate of more than one instrument -- order - 72-3-314. Probate of more than one instrument -- order. (1)...

72-3-315. Order of partial intestacy - 72-3-315. Order of partial intestacy. If it becomes evident in...

72-3-316. Will from place where probate unprovided for - 72-3-316. Will from place where probate unprovided for. A will...

72-3-317. Effect of formal testacy order -- modification or vacation -- fact of death -- remedies of alleged decedent - 72-3-317. Effect of formal testacy order -- modification or vacation...

72-3-318. Modification or vacation for other cause - 72-3-318. Modification or vacation for other cause. For good cause...

72-3-319. Formal appointment proceedings - 72-3-319. Formal appointment proceedings. (1) A formal proceeding for adjudication...

72-3-320. Nondomiciliary decedent -- will filed and not probated in domiciliary state - 72-3-320. Nondomiciliary decedent -- will filed and not probated in...

72-3-321. Formal testacy proceedings -- contested cases - 72-3-321. Formal testacy proceedings -- contested cases. In a contested...

Part 4. Supervised Administration

72-3-401. Supervised administration -- nature and purpose -- presumptive entitlement - 72-3-401. Supervised administration -- nature and purpose -- presumptive entitlement....

72-3-402. Petition and order - 72-3-402. Petition and order. (1) A petition for supervised administration...

72-3-403. Effect on other proceedings and previously appointed personal representative - 72-3-403. Effect on other proceedings and previously appointed personal representative....

72-3-404. Powers of personal representative in supervised administration - 72-3-404. Powers of personal representative in supervised administration. Unless restricted...

72-3-405. Interim orders - 72-3-405. Interim orders. Interim orders approving or directing partial distributions...

72-3-406. Closing orders - 72-3-406. Closing orders. Unless otherwise ordered by the court, supervised...

Part 5. Personal Representative Appointment Priorities, Bond, and Termination

72-3-501. Who may not be personal representative - 72-3-501. Who may not be personal representative. No person is...

72-3-502. Priorities for appointment - 72-3-502. Priorities for appointment. Whether the proceedings are formal or...

72-3-503. Objection to appointment - 72-3-503. Objection to appointment. (1) An objection to an appointment...

72-3-504. Renunciation -- nomination of other -- two or more persons sharing priority - 72-3-504. Renunciation -- nomination of other -- two or more...

72-3-505. Rights of conservators relating to appointment - 72-3-505. Rights of conservators relating to appointment. Conservators of the...

72-3-506. Priority of domiciliary personal representative - 72-3-506. Priority of domiciliary personal representative. A personal representative appointed...

72-3-507. Appointment of one not having priority - 72-3-507. Appointment of one not having priority. Appointment of one...

72-3-508. Application of priority provisions to appointment of successor - 72-3-508. Application of priority provisions to appointment of successor. Sections...

72-3-509. and 72-3-510 reserved - 72-3-509 and 72-3-510 reserved.

72-3-511. Acceptance of appointment -- consent to jurisdiction - 72-3-511. Acceptance of appointment -- consent to jurisdiction. By accepting...

72-3-512. Qualification -- filing of bond and statement of acceptance - 72-3-512. Qualification -- filing of bond and statement of acceptance....

72-3-513. Bond -- when required - 72-3-513. Bond -- when required. (1) Bond is not required...

72-3-514. Demand for bond by interested person - 72-3-514. Demand for bond by interested person. (1) Any person...

72-3-515. Bond amount -- security -- reduction - 72-3-515. Bond amount -- security -- reduction. (1) If bond...

72-3-516. Terms of bond -- liability of surety - 72-3-516. Terms of bond -- liability of surety. (1) The...

72-3-517. through 72-3-520 reserved - 72-3-517 through 72-3-520 reserved.

72-3-521. Termination of appointment -- general effect - 72-3-521. Termination of appointment -- general effect. Termination of appointment...

72-3-522. Termination of appointment -- death or disability - 72-3-522. Termination of appointment -- death or disability. (1) The...

72-3-523. Termination of appointment -- change of testacy status - 72-3-523. Termination of appointment -- change of testacy status. Except...

72-3-524. Termination of appointment -- closing of estate - 72-3-524. Termination of appointment -- closing of estate. (1) An...

72-3-525. Termination of appointment -- voluntary - 72-3-525. Termination of appointment -- voluntary. A personal representative may...

72-3-526. Termination of appointment -- removal for cause - 72-3-526. Termination of appointment -- removal for cause. (1) A...

72-3-527. Successor personal representative - 72-3-527. Successor personal representative. (1) Parts 2 and 3 of...

Part 6. Personal Representative Powers, Duties, and Compensation

72-3-601. Time of accrual of duties and powers -- power of executor prior to appointment -- ratification - 72-3-601. Time of accrual of duties and powers -- power...

72-3-602. Priority among different letters - 72-3-602. Priority among different letters. A person to whom general...

72-3-603. Notice of appointment to heirs and devisees - 72-3-603. Notice of appointment to heirs and devisees. (1) Not...

72-3-604. Standing to sue - 72-3-604. Standing to sue. Except as to proceedings that do...

72-3-605. Personal representative to proceed without court order -- power to invoke jurisdiction - 72-3-605. Personal representative to proceed without court order -- power...

72-3-606. Possession and protection of estate - 72-3-606. Possession and protection of estate. (1) Except as otherwise...

72-3-607. Inventory -- appraisal - 72-3-607. Inventory -- appraisal. (1) Within 9 months after appointment,...

72-3-608. Repealed - 72-3-608. Repealed. Sec. 18, Ch. 52, L. 1981. History: En....

72-3-609. Supplemental inventory - 72-3-609. Supplemental inventory. If any property not included in the...

72-3-610. General duties -- fiduciary - 72-3-610. General duties -- fiduciary. A personal representative is a...

72-3-611. No surcharge for authorized acts generally -- limitation - 72-3-611. No surcharge for authorized acts generally -- limitation. (1)...

72-3-612. No individual liability -- exceptions -- certain claims to be brought against personal representative - 72-3-612. No individual liability -- exceptions -- certain claims to...

72-3-613. Transactions authorized for personal representative - 72-3-613. Transactions authorized for personal representative. Except as restricted by...

72-3-614. Power to recover property that is subject of void or voidable transfer - 72-3-614. Power to recover property that is subject of void...

72-3-615. Transaction involving conflict of interest -- voidable -- exceptions - 72-3-615. Transaction involving conflict of interest -- voidable -- exceptions....

72-3-616. Improper exercise of power -- breach of fiduciary duty - 72-3-616. Improper exercise of power -- breach of fiduciary duty....

72-3-617. Order restraining personal representative - 72-3-617. Order restraining personal representative. (1) On petition of any...

72-3-618. Persons dealing with personal representative -- protection - 72-3-618. Persons dealing with personal representative -- protection. (1) A...

72-3-619. Powers of personal representatives in general - 72-3-619. Powers of personal representatives in general. (1) Until termination...

72-3-620. reserved - 72-3-620 reserved.

72-3-621. Powers and duties of successor personal representative - 72-3-621. Powers and duties of successor personal representative. A successor...

72-3-622. Corepresentatives -- when joint action required - 72-3-622. Corepresentatives -- when joint action required. If two or...

72-3-623. Persons dealing with single corepresentative -- protection - 72-3-623. Persons dealing with single corepresentative -- protection. Persons dealing...

72-3-624. Powers of remaining corepresentative - 72-3-624. Powers of remaining corepresentative. Unless the terms of the...

72-3-625. through 72-3-630 reserved - 72-3-625 through 72-3-630 reserved.

72-3-631. Compensation of personal representative - 72-3-631. Compensation of personal representative. (1) A personal representative is...

72-3-632. Expenses of personal representative in estate litigation - 72-3-632. Expenses of personal representative in estate litigation. If a...

72-3-633. Repealed - 72-3-633. Repealed. Sec. 105, Ch. 313, L. 2019. History: En....

72-3-634. Proceedings for review of employment of agents and compensation of personal representatives and employees - 72-3-634. Proceedings for review of employment of agents and compensation...

Part 7. Special Administrator

72-3-701. Special administrator -- how and when appointed - 72-3-701. Special administrator -- how and when appointed. A special...

72-3-702. Special administrator -- who may be appointed - 72-3-702. Special administrator -- who may be appointed. (1) If...

72-3-703. Special administrator appointed informally -- powers and duties - 72-3-703. Special administrator appointed informally -- powers and duties. A...

72-3-704. Special administrator -- formal proceedings -- power and duties - 72-3-704. Special administrator -- formal proceedings -- power and duties....

72-3-705. Special administrator -- termination of appointment - 72-3-705. Special administrator -- termination of appointment. The appointment of...

Part 8. Creditors' Claims

72-3-801. Notice to creditors - 72-3-801. Notice to creditors. (1) Unless notice has already been...

72-3-802. Statutes of limitations -- waiver -- suspension - 72-3-802. Statutes of limitations -- waiver -- suspension. (1) Unless...

72-3-803. Nonclaim -- limitations on presentation of claims -- exceptions - 72-3-803. Nonclaim -- limitations on presentation of claims -- exceptions....

72-3-804. Manner of presentation of claims - 72-3-804. Manner of presentation of claims. Claims against a decedent's...

72-3-805. Allowance and disallowance of claims -- interest on allowed claims - 72-3-805. Allowance and disallowance of claims -- interest on allowed...

72-3-806. Counterclaims -- deduction - 72-3-806. Counterclaims -- deduction. (1) In allowing a claim, the...

72-3-807. Classification of claims as to priority of payment - 72-3-807. Classification of claims as to priority of payment. (1)...

72-3-808. Payment of claims - 72-3-808. Payment of claims. (1) Upon the expiration of the...

72-3-809. and 72-3-810 reserved - 72-3-809 and 72-3-810 reserved.

72-3-811. Secured claims - 72-3-811. Secured claims. Payment of a secured claim is upon...

72-3-812. Encumbered assets - 72-3-812. Encumbered assets. (1) If any assets of the estate...

72-3-813. Execution and levies prohibited - 72-3-813. Execution and levies prohibited. No execution may issue upon...

72-3-814. Claims not due and contingent or unliquidated claims - 72-3-814. Claims not due and contingent or unliquidated claims. (1)...

72-3-815. Compromise of claims - 72-3-815. Compromise of claims. When a claim against the estate...

72-3-816. through 72-3-820 reserved - 72-3-816 through 72-3-820 reserved.

72-3-821. Administration in more than one state -- payment of claims - 72-3-821. Administration in more than one state -- payment of...

72-3-822. Distribution to domiciliary personal representative -- exceptions - 72-3-822. Distribution to domiciliary personal representative -- exceptions. (1) The...

Part 9. Special Provisions Relating to Distribution

72-3-901. Abatement - 72-3-901. Abatement. (1) Except as provided in subsection (3) and...

72-3-902. Distribution in kind preferred -- method -- valuation - 72-3-902. Distribution in kind preferred -- method -- valuation. Unless...

72-3-903. Proposal for distribution -- delivery -- objection - 72-3-903. Proposal for distribution -- delivery -- objection. (1) After...

72-3-904. Distribution in kind -- evidence of title - 72-3-904. Distribution in kind -- evidence of title. If distribution...

72-3-905. Distribution by personal representative conclusive evidence of succession to interest by distributee - 72-3-905. Distribution by personal representative conclusive evidence of succession to...

72-3-906. Improper distribution or payment -- liability of distributee or payee - 72-3-906. Improper distribution or payment -- liability of distributee or...

72-3-907. Purchases from distributees protected - 72-3-907. Purchases from distributees protected. (1) If property distributed in...

72-3-908. through 72-3-910 reserved - 72-3-908 through 72-3-910 reserved.

72-3-911. Successors' rights if no administration - 72-3-911. Successors' rights if no administration. (1) In the absence...

72-3-912. Successor's indebtedness to estate offset against interest -- defenses available - 72-3-912. Successor's indebtedness to estate offset against interest -- defenses...

72-3-913. Interest on general pecuniary devise - 72-3-913. Interest on general pecuniary devise. General pecuniary devises bear...

72-3-914. Partition for purpose of distribution - 72-3-914. Partition for purpose of distribution. When two or more...

72-3-915. Private agreements among successors as to distribution -- testamentary trustee as successor - 72-3-915. Private agreements among successors as to distribution -- testamentary...

72-3-916. Distribution to trustee -- registration -- bond - 72-3-916. Distribution to trustee -- registration -- bond. (1) Before...

72-3-917. Distribution to person under disability - 72-3-917. Distribution to person under disability. (1) A personal representative...

72-3-918. Disposition of unclaimed assets -- escheat - 72-3-918. Disposition of unclaimed assets -- escheat. (1) If an...

Part 10. Closing Estates

72-3-1001. Formal proceedings terminating administration -- testate or intestate -- order of complete settlement - 72-3-1001. Formal proceedings terminating administration -- testate or intestate --...

72-3-1002. Order of complete settlement as to persons previously omitted or unnotified in previous formal testacy proceeding - 72-3-1002. Order of complete settlement as to persons previously omitted...

72-3-1003. Formal proceedings terminating administration under informally probated will -- settlement order construing will without adjudicating testacy - 72-3-1003. Formal proceedings terminating administration under informally probated will --...

72-3-1004. Closing estate by sworn statement of personal representative - 72-3-1004. Closing estate by sworn statement of personal representative. (1)...

72-3-1005. Final accounting required to close estate - 72-3-1005. Final accounting required to close estate. (1) Before an...

72-3-1006. Certificate - 72-3-1006. Certificate. (1) In probate proceedings under this code requiring...

72-3-1007. through 72-3-1010 reserved - 72-3-1007 through 72-3-1010 reserved.

72-3-1011. Limitation on actions against personal representative - 72-3-1011. Limitation on actions against personal representative. Unless previously barred...

72-3-1012. Liability of distributees to claimants - 72-3-1012. Liability of distributees to claimants. (1) After assets of...

72-3-1013. Limitation on actions against distributees - 72-3-1013. Limitation on actions against distributees. (1) Unless previously adjudicated...

72-3-1014. Certificate discharging liens securing fiduciary performance - 72-3-1014. Certificate discharging liens securing fiduciary performance. After the personal...

72-3-1015. Estate to be closed within two years - 72-3-1015. Estate to be closed within two years. (1) If...

72-3-1016. Subsequent administration upon discovery of other property - 72-3-1016. Subsequent administration upon discovery of other property. If other...

Part 11. Collection of Personal Property by Affidavit and Summary Administration Procedure for Small Estates

72-3-1101. Collection of personal property by affidavit - 72-3-1101. Collection of personal property by affidavit. (1) Thirty days...

72-3-1102. Effect of affidavit - 72-3-1102. Effect of affidavit. (1) The person paying, delivering, transferring,...

72-3-1103. Small estates -- summary administration procedure - 72-3-1103. Small estates -- summary administration procedure. If it appears...

72-3-1104. Small estates -- closing by sworn statement of personal representative - 72-3-1104. Small estates -- closing by sworn statement of personal...

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Montana Code Annotated Title 72. Estates, Trusts, and Fiduciary Relationships Chapter 3. Upc -- Probate and Administration

Montana Code Annotated
Title 72. Estates, Trusts, and Fiduciary Relationships
Chapter 3. Upc -- Probate and Administration