Written by attorneys · grounded in primary & secondary sources — see below
An individual who succeeds to a decedent's property by intestate succession. The term identifies those entitled to take under statutes governing distribution when no valid will exists.
Sources & Authorities
How it applies
Common Examples
6
Advancement Declared in Writing
Hakim Hall gave his daughter $50,000 for a home purchase two years before his death. He left a note stating the sum was an advancement. At death Hakim died intestate survived only by the daughter. The probate court subtracts the gift from her intestate share under the advancement rule.
Collateral Heirs Take Remainder
Hilda Hernandez conveyed land to her brother for life with remainder to his heirs. The brother died without descendants. His collateral relatives inherited the remainder because the limitation ran to heirs generally rather than lineal descendants alone.
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Uniform Acts
Model Codes
Restatements
Dictionaries
Hannah Hughes transferred $30,000 to her son during life. No writing declared the transfer an advancement. After her intestate death the son claimed the full share. The court refused to treat the gift as an advancement because no contemporaneous writing existed.
Indication in Acknowledgment
Hazel Hoffman received land from her mother. The mother's letter stated the parcel would reduce the daughter's share of the estate. After the mother's intestate death the court offset the land's value against the daughter's intestate portion because the writing indicated the gift counted in distribution.
Distribution to Descendants
Harriet Hamilton died intestate without a surviving spouse. She left two children and no parents. The entire estate passed by representation to the surviving descendants under the intestacy statute.
Worthier Title Abolished
Hiroshi Hasegawa's will devised property to his heirs at law. The court construed the gift as creating a present interest in the named beneficiaries rather than a reversion in the testator because the worthier-title doctrine no longer applies.
Common questions
Frequently Asked
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When is a lifetime gift treated as an advancement against an heir's intestate share?+
A gift counts as an advancement only when the decedent declared in a contemporaneous writing or the heir acknowledged in writing that the gift is an advancement or that it should reduce the heir's share.
Supporting sources
How is the value of an advancement determined?+
Property advanced is valued at the earlier of the time the heir took possession or the time of the decedent's death.
Supporting sources
What happens if the recipient of an advancement predeceases the decedent?+
The property is not taken into account in distribution unless the decedent's writing provides otherwise.
Supporting sources
Does language describing beneficiaries as the transferor's heirs create a reversion?+
No. The doctrine of worthier title is abolished, so such language does not presumptively create a reversionary interest in the transferor.
Supporting sources
504 U.S. 555 (1992)Constitutional Law
…he suffers in some indefinite way in common with people generally. . . . Here the parties plaintiff have no such case. . . . [T]heir complaint . . . is merely that officials of the executive department of the government are executing and will execute an act of Congress asserted to be unconstitutional; and this we are…