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CALIFORNIA INTESTATE SUCCESSION

What happens if you pass away without a Will or Trust?

What Does "Intestate" Mean?

If you’ve never heard the term before, intestate simply means you pass away without having prepared a Will. When this happens, there’s no legal document to determine how your estate and assets should be divided.

 

Having a will helps when going through the probate process.

A probate court has the jurisdiction and competence to deal with the administration of estates. Probate courts handle the “probate” of wills, guardianship, conservatorship and estate administration. And, in cases of intestate deaths, they oversee the handling of those estates, too.

 

The Intestate Succession Order in California

A decedent’s “heir at law” is determined by California’s intestacy laws and is based on rules of descent and distribution. If the decedent is married at the time of death, then his or her husband/wife is legally entitled to receive the assets and property.

If the decedent is not married, then the intestate succession order in California is as follows:

  • son/daughter

  • mother/father

  • siblings

  • grandfather/grandmother

  • issue of the grandparentsuncles, aunts, nieces, nephews, cousins

 

Community property passes to the surviving spouse unless the decedent is legally separated at the time of his or her death. The decedent’s separate property also passes to the surviving spouse unless children are involved in which case they will receive a portion of the separate property to be divided equally. If you die without a will and don’t have any family, your property will “ESCHEAT” or revert to the State of California.

 

Here's your quick overview:

If you die with: What Happens Next?
 - children but no spouse
 - children inherit everything
 - spouse but no children, parents, siblings, or nieces or nephews
 - spouse inherits everything
 - parents but no children, spouse, or siblings
 - parents inherit everything
 - siblings but no children, spouse, or parents
 - siblings inherit everything
 - a spouse and one child or grandchild
 - spouse inherits all of your community property and 1/2 of your separate property
 - a spouse and two or more children
 - spouse inherits all of your community property and 1/3 of your separate property
 - children inherit 2/3 of your separate property
 - a spouse and one child and one or more grandchildren from a deceased child
 - spouse inherits all of your community property and 1/3 of your separate property
 - children inherit 2/3 of your separate property
 - a spouse and two or more grandchildren from a deceased child
 - spouse inherits and 1/3 of your separate property
 - children inherit 2/3 of your separate property
 - a spouse and parents
 - spouse inherits all of your community property and 1/2 of your separate property
 - parents inherit 1/2 of your separate property

CALIFORNIA INTESTATE SUCCESSION LAW

Survivorship period | Half-relatives | Posthumous relatives | Immigration status | Advancement rule | Slayer rule

 

California Inheritance laws.

  • Survivorship period. To inherit under California's intestate succession statutes, a person must outlive you by 120 hours. So if you and your brother are in a car accident and he dies a few hours after you do, his estate would not receive any of your property. (Cal. Prob. Code § 6403.)
  • Half-relatives. "Half" relatives inherit as if they were "whole." That is, your sister with whom you share a father, but not a mother, has the same right to your property as she would if you had both parents in common. (Cal. Prob. Code § 6406.)
  • Posthumous relatives. Relatives conceived before--but born after--you die inherit as if they had been born while you were alive. (Cal. Prob. Code § 6407.
  • Immigration status. Relatives entitled to an intestate share of your property will inherit whether or not they are citizens or legally in the United States. (Cal. Prob. Code § 6411.
  • Advancement rule. If you gave a relative a gift during your lifetime, this gift is deducted from the relative's share only if you made a writing at the time saying this or the relative admits this in writing.
  • Slayer rule. Someone who "feloniously and intentionally" kills you will not receive a share of your property. (California Probate Code § 250.)

 

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Sherman Fowler
Real Estate Broker, Realtor®

Certified Probate Real Estate Specialist  CPRES

DBA, Prestige Enterprise Realty 
San Clemente, CA

Full range of Probate & Home Selling Services

CA DRE# 01824341

USA-(831) 586-5554

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