Also known as: abintestato · intestacy · intestate succession
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Succession or inheritance occurring when a decedent dies without a valid will. Distribution follows the applicable statutes of descent and distribution among the decedent's heirs at law.
Anthony Arnold creates a trust leaving the remainder to the descendants of his brother. When the trust terminates, the brother has already died without a will. The trustee distributes the assets among the living descendants in the shares they would have received had the brother died intestate owning the property at that time.
Amber Alonzo dies owning several parcels of real property. Because she left no will, title to the parcels passes directly by operation of law to her heirs under the state statute of descent and distribution. A court-appointed administrator later executes deeds only to perfect record title.
Ava Adebayo, a U.S. citizen, dies without a will in the United States. Her German relatives claim personal property under a treaty guaranteeing rights to inherit ab intestato. The court recognizes their claim because the treaty removes state-law obstacles to taking by intestacy.
An Oregon resident died intestate in 1962, leaving an estate that included both real and personal property. The decedent's sole heirs, who resided in East Germany, sought to inherit under Oregon probate proceedings. Members of the Oregon State Land Board petitioned the probate court for escheat of the net proceeds of the estate under Oregon Revised Statutes § 111.070. The statute conditioned a nonresident alien's right to inherit on proof of three requirements. One requirement was the existence of a reciprocal right of United States citizens to take property on the same terms as citizens or inhabitants of the foreign country. Another was the right of United States citizens to receive payment within the United States of funds originating from estates in the foreign country. A third was the right of the foreign heirs to receive the proceeds without confiscation in whole or in part by the foreign government. The burden rested on the nonresident alien to establish these facts. The provision concerning confiscation had been added to the statute in 1951, expanding upon earlier general reciprocity language. The Oregon Supreme Court held that Article IV of the 1923 Treaty of Friendship, Commerce and Consular Rights with Germany permitted the East German heirs to take the real property but, following Clark v. Allen, did not permit them to take the personal property. The United States Supreme Court noted probable jurisdiction. In applying the statute in this and related cases, Oregon courts examined the credibility of diplomatic statements from communist-controlled countries, the discretion exercised by foreign banking authorities in issuing licenses for fund transfers, and the political structures under which foreign inheritance laws operated. The Department of Justice appeared as amicus curiae and stated that it did not contend the application of the statute in this case unduly interfered with the United States' conduct of foreign relations.
View caseAaron Adams dies intestate leaving substantial assets. State law bars his acknowledged nonmarital son from any share. The son sues, and the court holds the statute unconstitutional because an absolute exclusion from intestate succession based on illegitimacy violates equal protection.
Deta Mona Trimble is the illegitimate daughter of Jessie Trimble and Sherman Gordon. Trimble and Gordon lived together in Chicago with Deta Mona from 1970 until Gordon died in 1974 as the victim of a homicide. On January 2, 1973, the Circuit Court of Cook County, Illinois, entered a paternity order finding Gordon to be the father of Deta Mona and ordering him to pay fifteen dollars per week for her support. Gordon thereafter supported Deta Mona in accordance with the paternity order and openly acknowledged her as his child. Gordon died intestate at the age of twenty-eight, leaving an estate consisting only of a 1974 Plymouth automobile worth approximately twenty-five hundred dollars. Shortly after Gordon's death, Trimble, as the mother and next friend of Deta Mona, filed a petition for letters of administration, determination of heirship, and declaratory relief in the Probate Division of the Circuit Court of Cook County. That court entered an order determining heirship, identifying as the only heirs of Gordon his father Joseph Gordon, his mother Ethel King, and his brother, two sisters, and a half brother. The Circuit Court excluded Deta Mona on the authority of section twelve of the Illinois Probate Act. The Illinois Supreme Court affirmed the decision of the Circuit Court on the authority of its earlier decision in In re Estate of Karas. The United States Supreme Court noted probable jurisdiction to consider the arguments that section twelve violates the Equal Protection Clause of the Fourteenth Amendment by invidiously discriminating on the basis of illegitimacy and sex.
View caseAlexis Archer owns small fractional interests in Indian trust land and dies without a will. Under federal statute the interests escheat to the tribe rather than passing to her heirs by intestate succession. Her heirs sue, claiming the escheat effects an uncompensated taking of property.
In the late 19th century, Congress enacted a series of land acts that divided communal Indian reservations into individual allotments for Indians and unallotted lands for non-Indian settlement. The Act of March 2, 1889, allotted 320 acres to each male Sioux head of household and 160 acres to most other individuals on the Great Reservation of the Sioux Nation, with the allotted lands held in trust by the United States. Ownership of these allotted lands fragmented over successive generations into numerous undivided interests, with some parcels having hundreds of owners. Because the land was held in trust and often could not be alienated or partitioned, the fractionation problem grew over time. This created administrative difficulties and economic waste. A 1928 report and comprehensive 1960 House and Senate studies indicated that one-half of approximately 12 million acres of allotted trust lands were held in fractionated ownership. In 1983, Congress enacted the Indian Land Consolidation Act. Section 207 provided that no undivided fractional interest in any tract of trust or restricted land within a tribe's reservation shall descend by intestacy or devise but shall escheat to the tribe if such interest represents 2 per centum or less of the total acreage in such tract and has earned to its owner less than $100 in the preceding year before it is due to escheat. The provision was signed into law on January 12, 1983, and became effective immediately, with no compensation provided to owners of escheated interests. Four enrolled members of the Oglala Sioux Tribe died in 1983 while owning fractional interests subject to the escheat provision. Chester Irving died on March 18, Mary Poor Bear-Little Hoop Cross died on March 23, Charles Leroy Pumpkin Seed died on April 2, and Edgar Pumpkin Seed died on June 23. Collectively the four decedents owned 41 such interests whose values included approximately $100 for the two interests lost by the Irving estate, approximately $2,700 for the 26 interests in the Cross estate, and approximately $1,816 for the 13 interests in the Pumpkin Seed estates. The three appellees are enrolled members of the Oglala Sioux Tribe who are or represent heirs or devisees of the decedents. Mary Irving is the daughter of Chester Irving, Eileen Bissonette is the guardian for the five minor children of Mary Poor Bear-Little Hoop Cross, and Patrick Pumpkin Seed is the son of Charles Leroy Pumpkin Seed and nephew of Edgar Pumpkin Seed. But for the escheat provision the fractional interests would have passed to the appellees or those they represent. Appellees filed suit in the United States District Court for the District of South Dakota claiming that the escheat provision resulted in a taking of property without just compensation in violation of the Fifth Amendment. The District Court granted summary judgment for the Government. The Court of Appeals for the Eighth Circuit reversed. The Supreme Court granted certiorari.
View caseAbigail Alvarez dies without a will in New York. Her estate includes both real and personal property. The court applies New York intestacy statutes to determine the shares of her surviving relatives rather than federal tax rules or any other body of law.
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View caseThe phrase describes the manner in which property passes when a person dies without a valid will. Title transfers by operation of law to the decedent's heirs under the governing statute of descent and distribution.
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When a class gift to descendants or issue does not specify shares, the property is divided among living class members in the proportions they would receive if the designated ancestor had died intestate owning the property at the time the gift becomes possessory.
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No. An absolute statutory bar on nonmarital children inheriting from their fathers by intestacy violates the Equal Protection Clause because the classification is not substantially related to an important governmental interest.
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