§ 29-1-6-2 — Contest of wills; admission prevented; forfeiture of benefits

(a) Except as provided in subsection (b), a no
contest provision is enforceable according to the express terms of the
no contest provision.
(b) Subsection (a) does not apply to the following proceedings:
(1) An action brought by a beneficiary if good cause is found by
a court.
(2) An action brought by an executor or other fiduciary of a will
that incorporates a no contest provision, unless the executor or
other fiduciary is a beneficiary against whom the no contest
provision is otherwise enforceable.
(3) An agreement, including a nonjudicial settlement agreement,
among beneficiaries and any other interested persons to settle or
resolve any other matter relating to a will or estate.
(4) An action to determine whether a proposed or pending motion
or proceeding constitutes a contest.
(5) An action brought by or on behalf of a beneficiary to seek a
ruling regarding the construction or interpretation of a will.
(6) An action or objection brought by a beneficiary, an executor,
or other fiduciary that seeks a ruling on proposed distributions,
fiduciary fees, or any other matter where a court has discretion.
(7) An action brought by the attorney general that:
(A) seeks a ruling regarding the construction or interpretation
of:
(i) a will containing a charitable trust or charitable bequest;
or
(ii) a no contest provision contained in a will or trust that
purports to penalize a charity or charitable interest; or
(B) institutes any other proceedings relating to:
(i) an estate; or
(ii) a trust;
if good cause is shown to do so.
Formerly: Acts 1953, c.112, s.602. As amended by
P.L.136-2018, SEC.215; P.L.163-2018, SEC.4; P.L.215-2018(ss),
SEC.13.