Also known as:elections by spouse · spousal election · elective share
Written by attorneys · grounded in primary & secondary sources — see below
A statutory right allowing a surviving spouse to claim a designated portion of the decedent's estate rather than accepting the provisions made by will or other transfers. The claim is calculated against an augmented estate that includes specified probate and nonprobate assets. Amounts already received by the spouse are credited against the share.
Sources & Authorities
How it applies
Common Examples
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Killer Forfeits Elective Share
Eduardo Enriquez feloniously and intentionally kills his spouse Elise Everly. After her death, Eduardo petitions the probate court for an elective share of her augmented estate. The court denies the petition because the statute bars any benefit, including an elective share, to a person who feloniously and intentionally kills the decedent.
Surviving Spouse Elects from Intestate Estate
Tyson Hall petitions for an elective share after his spouse Kandi Ann Hall dies intestate. The court grants the petition, confirming that a surviving spouse may claim the elective share even when the decedent left no will.
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Uniform Acts
Restatements
Dictionaries
In re Estate of Hall931 N.W.2d 482 (N.D. 2019)
Common questions
Frequently Asked
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Does the right of election apply when the decedent dies intestate?+
Yes. A surviving spouse may claim an elective share of an intestate estate under the governing statute.
Supporting sources
How does a valid waiver affect the right to an elective share?+
A written agreement signed by the spouse before or after marriage waives the right to an elective share, homestead allowance, exempt property, and family allowance unless the agreement provides otherwise.
Supporting sources
Are homestead, exempt property, and family allowances charged against the elective share?+
No. These allowances are payable in addition to the elective share and are not charged against it.
Supporting sources
What happens to the elective share if the surviving spouse kills the decedent?+
The spouse forfeits the elective share and all other benefits under the article because the statute bars any benefit to a person who feloniously and intentionally kills the decedent.
Supporting sources
931 N.W.2d 482 (N.D. 2019)Wills Trusts and Estates
…Opinion of the Court by Tufte, Justice. [¶1] Brianna McLaen appeals from an order granting Tyson Hall’s petition for an elective share of the Estate of Kandi Ann Hall. McLaen argues the district court erred by determining Tyson Hall could claim an elective share of Kandi Hall’s intestate estate and by deciding a warranty…