MA S967

Bill

MA S967

Relative to the elective share of surviving spouses

Introduced
03/29/2021

In Committee
03/29/2021

Crossed Over

Passed

Dead
12/31/2022

Introduced Session

192nd General Court

Bill Summary

For legislation relative to the elective share of surviving spouses. The Judiciary.

AI Summary

This bill aims to revise the laws regarding the elective share of surviving spouses in Massachusetts. It defines the "augmented estate" which includes the decedent's probate estate, nonprobate transfers, and the surviving spouse's own property. The surviving spouse has the right to elect to receive 50% of the marital-property portion of the augmented estate, with a minimum guarantee of $75,000 if the other amounts are less. The bill also specifies how the elective share is to be paid from the decedent's estate and other property transfers. Additionally, the bill allows for waivers of the elective share right and provides protections for third-party payors who make transfers before receiving notice of a claim for the elective share.

Committee Categories

Justice

Sponsors (1)

Cynthia Creem (D)*,

Last Action

Accompanied a study order, see S2665 (on 02/07/2022)

Official Document

https://malegislature.gov/Bills/192/S967

(22 Companion Bills)

Version:

Document Type	Source Location
State Bill Page	https://malegislature.gov/Bills/192/S967
Bill	https://malegislature.gov/Bills/192/S967.pdf

Bill	Bill Name	Last Action	Type
H1508	Relative to escheat	No further action taken	Similar To
H1783	To ensure backyard privacy	Accompanied a study order, see H4844	Similar To
H2921	Relative to tax abatement for permanently disabled veterans	No further action taken	Similar To
H3766	Authorizing the city of Melrose to establish a means tested senior citizen property tax exemption	Signed by the Governor, Chapter 100 of the Acts of 2022	Similar To
H3767	Authorizing the city of Melrose to regulate certain property tax exemption eligibility requirements for the elderly	Signed by the Governor, Chapter 390 of the Acts of 2022	Similar To
H3901	Authorizing the town of Mendon to establish a means-tested senior citizen property tax exemption	Signed by the Governor, Chapter 241 of the Acts of 2022	Similar To
H3989	To give the town of Leicester authority to grant full annual property tax exemptions to the surviving spouse of Rutland Police Detective and Leicester resident John D. Songy	Signed by the Governor, Chapter 225 of the Acts of 2022	Similar To
H4060	Establishing a real property transfer fee in the town of Chatham	No further action taken	Similar To
H4107	Authorizing the town of Lincoln to establish a means tested senior citizen property tax exemption program	Read second and ordered to a third reading	Similar To
H4979	Authorizing the Department of Conservation and Recreation and the Division of Capital Asset Management and Maintenance to transfer an easement in certain property and the fee in certain properties to the city of Revere all for municipal purposes	Signed by the Governor, Chapter 151 of the Acts of 2022	Similar To
S1704	Relative to death benefits to surviving spouses of call and volunteer firefighters	Accompanied H2653	Similar To
S1720	Relative to line of duty death benefits	Accompanied a study order, see S2679	Similar To
S1771	Relative to surviving family members of public emergency medical technicians	Bill reported favorably by committee and referred to the committee on Senate Ways and Means	Similar To
S1773	Relative to retirement survivor benefits for Katherine M. McGuinness	Accompanied a study order, see S2679	Similar To
S1802	Relative to providing better notices and protections in the process for collecting delinquent property taxes	Accompanied a study order, see H5247	Similar To
S1916	Authorizing the establishment of a mean tested senior citizen property tax exemption	Accompanied H2915	Similar To
S193	Relative to partial payments	Accompanied a new draft, see S2569	Similar To
S2437	Establishing a real estate transfer fee upon the transfer of property in the town of Concord	Read second and ordered to a third reading	Similar To
S2505	Authorizing the town of Wareham to assess certain solar or wind systems as personal property	Read second and ordered to a third reading	Similar To
S2512	Authorizing the town of Andover to establish a means tested senior citizen property tax exemption	Signed by the Governor, Chapter 210 of the Acts of 2022	Similar To
S2526	Relative to raising the income threshold for senior real property tax deferments in the town of Milton	Signed by the Governor, Chapter 71 of the Acts of 2022	Similar To
S2665	Order relative to authorizing the joint committee on the Judiciary to make an investigation and study of certain current Senate documents relative to judiciary matters	Discharged to the committee on Senate Rules	Replaced by

Bill

Bill Name

Last Action

Type

H1508

Relative to escheat

No further action taken

Similar To

H1783

To ensure backyard privacy

Accompanied a study order, see H4844

Similar To

H2921

Relative to tax abatement for permanently disabled veterans

No further action taken

Similar To

H3766

Authorizing the city of Melrose to establish a means tested senior citizen property tax exemption

Signed by the Governor, Chapter 100 of the Acts of 2022

Similar To

H3767

Authorizing the city of Melrose to regulate certain property tax exemption eligibility requirements for the elderly

Signed by the Governor, Chapter 390 of the Acts of 2022

Similar To

H3901

Authorizing the town of Mendon to establish a means-tested senior citizen property tax exemption

Signed by the Governor, Chapter 241 of the Acts of 2022

Similar To

H3989

To give the town of Leicester authority to grant full annual property tax exemptions to the surviving spouse of Rutland Police Detective and Leicester resident John D. Songy

Signed by the Governor, Chapter 225 of the Acts of 2022

Similar To

H4060

Establishing a real property transfer fee in the town of Chatham

No further action taken

Similar To

H4107

Authorizing the town of Lincoln to establish a means tested senior citizen property tax exemption program

Read second and ordered to a third reading

Similar To

H4979

Authorizing the Department of Conservation and Recreation and the Division of Capital Asset Management and Maintenance to transfer an easement in certain property and the fee in certain properties to the city of Revere all for municipal purposes

Signed by the Governor, Chapter 151 of the Acts of 2022

Similar To

S1704

Relative to death benefits to surviving spouses of call and volunteer firefighters

Accompanied H2653

Similar To

S1720

Relative to line of duty death benefits

Accompanied a study order, see S2679

Similar To

S1771

Relative to surviving family members of public emergency medical technicians

Bill reported favorably by committee and referred to the committee on Senate Ways and Means

Similar To

S1773

Relative to retirement survivor benefits for Katherine M. McGuinness

Accompanied a study order, see S2679

Similar To

S1802

Relative to providing better notices and protections in the process for collecting delinquent property taxes

Accompanied a study order, see H5247

Similar To

S1916

Authorizing the establishment of a mean tested senior citizen property tax exemption

Accompanied H2915

Similar To

S193

Relative to partial payments

Accompanied a new draft, see S2569

Similar To

S2437

Establishing a real estate transfer fee upon the transfer of property in the town of Concord

Read second and ordered to a third reading

Similar To

S2505

Authorizing the town of Wareham to assess certain solar or wind systems as personal property

Read second and ordered to a third reading

Similar To

S2512

Authorizing the town of Andover to establish a means tested senior citizen property tax exemption

Signed by the Governor, Chapter 210 of the Acts of 2022

Similar To

S2526

Relative to raising the income threshold for senior real property tax deferments in the town of Milton

Signed by the Governor, Chapter 71 of the Acts of 2022

Similar To

S2665

Order relative to authorizing the joint committee on the Judiciary to make an investigation and study of certain current Senate documents relative to judiciary matters

Discharged to the committee on Senate Rules

Replaced by

Bill > S967

summary

Introduced Session

Bill Summary

AI Summary

Committee Categories

Sponsors (1)

Last Action

Official Document

bill text

bill summary

bill summary

bill summary