Utah Code § 75-2-209

Sources from which elective share payable -- Elective share amount -- Unsatisfied
Open in Lexace · Ask the AI about this section
balance.
(1) In a proceeding for an elective share, the following are applied first to satisfy the elective-share
amount and to reduce or eliminate any contributions due from the decedent's probate estate
and recipients of the decedent's nonprobate transfers to others:
(a) amounts included in the augmented estate under Section 75-2-204 that pass or have passed
to the surviving spouse by testate or intestate succession and amounts included in the
augmented estate under Section 75-2-206;
(b) amounts included in the augmented estate under Section 75-2-207;
(c) the value at the decedent's death of the decedent's separate property, as defined in Section
75-2-208, that passes or has passed from the decedent to the decedent's surviving spouse by
reason of the decedent's death, whether by testate or intestate succession or by nonprobate
transfer at the decedent's death; and
(d) the surviving spouse's homestead allowance, exempt property, and family allowance, if any.
(2) If, after the application of Subsection (1), the elective-share amount is not fully satisfied or
the surviving spouse is entitled to a supplemental elective-share amount, amounts included
in the decedent's probate estate and in the decedent's nonprobate transfers to others, other
than amounts included under Subsection 75-2-205(3)(a) or (c), are applied first to satisfy the
unsatisfied balance of the elective-share amount or the supplemental elective-share amount.
The decedent's probate estate and that portion of the decedent's nonprobate transfers to others
are so applied that liability for the unsatisfied balance of the elective-share amount or for the
supplemental elective-share amount is equitably apportioned among the recipients of the
decedent's probate estate and of that portion of the decedent's nonprobate transfers to others
in proportion to the value of their interests therein.
(3) If, after the application of Subsections (1) and (2), the elective-share or supplemental elective-
share amount is not fully satisfied, the remaining portion of the decedent's nonprobate
transfers to others is so applied that liability for the unsatisfied balance of the elective-share
or supplemental elective-share amount is equitably apportioned among the recipients of the
remaining portion of the decedent's nonprobate transfers to others in proportion to the value of
their interests therein.

‹ Prev All Utah sections Next ›


Lexace provides legal information, not legal advice, and no attorney–client relationship is created. Statute text is provided for general information and may not reflect the most recent amendments; verify against the official state code.