§ 72-2-241 — Proceeding For Elective Share -- Time Limit

Montana § 72-2-241

• Jurisdiction: Montana
• Title 72: ESTATES, TRUSTS, AND FIDUCIARY RELATIONSHIPS
• Ch. 2: UPC -- INTESTACY, WILLS, AND DONATIVE TRANSFERS
• Part 2: Elective Share of Surviving Spouse

Text

72-2-241 . Proceeding for elective share -- time limit. (1) Except as provided in subsection (2), the election must be made by filing in the court and mailing or delivering to the personal representative, if any, a petition for the elective share within 9 months after the date of the decedent's death or within 6 months after the probate of the decedent's will, whichever limitation later expires. The surviving spouse shall give notice of the time and place set for hearing to persons interested in the estate and to the distributees and recipients of portions of the augmented estate whose interests will be adversely affected by the taking of the elective share. Except as provided in subsection (2), the decedent's nonprobate transfers to others described in 72-2-235 , is not included within the augmented estate for the purpose of computing the elective share if the petition is filed more than 9 months after the decedent's death.
(2) Within 9 months after the decedent's death, the surviving spouse may petition the court for an extension of time for making an election. If, within 9 months after the decedent's death, the spouse gives notice of the petition to all persons interested in the decedent's nonprobate transfers to others the court for cause shown by the surviving spouse may extend the time for election. If the court grants the spouse's petition for an extension, the decedent's nonprobate transfers to others described in 72-2-235 , is not excluded from the augmented estate for the purpose of computing the elective-share and supplemental elective-share amounts if the spouse makes an election by filing in the court and mailing or delivering to the personal representative, if any, a petition for the elective share within the time allowed by the extension.
(3) The surviving spouse may withdraw a demand for an elective share at any time before entry of a final determination by the court.
(4) After notice and hearing, the court shall determine the elective-share and supplemental elective-share amounts and shall order its payment from the assets of the augmented estate or by contribution as appears appropriate under 72-2-239 . If it appears that a fund or property included in the augmented estate has not come into the possession of the personal representative or has been distributed by the personal representative, the court nevertheless shall fix the liability of any person who has any interest in the fund or property or who has possession thereof, whether as trustee or otherwise. The proceeding may be maintained against fewer than all persons against whom relief could be sought, but no person is subject to contribution in any greater amount than the person would have been under 72-2-239 if relief had been secured against all persons subject to contribution.
(5) The order or judgment of the court may be enforced as necessary in suit for contribution or payment in other courts of this state or other jurisdictions.

Legislative History

En. 91A-2-205 by Sec. 1, Ch. 365, L. 1974; R.C.M. 1947, 91A-2-205; amd. Sec. 8, Ch. 52, L. 1981; amd. Sec. 55, Ch. 494, L. 1993; Sec. 72-2-707, MCA 1991; redes. 72-2-225 by Code Commissioner, 1993; amd. Sec. 10, Ch. 592, L. 1995; amd. Sec. 24, Ch. 313, L. 2019; Sec. 72-2-225, MCA 2017; redes. 72-2-241 by Sec. 103, Ch. 313, L. 2019.