Transcript American Indian Probate Reform Act of 2004 (AIPRA) Floyd H. Azure II Montana State University Extension Undergraduate Student Assistant Marsha A.

American
Indian Probate
Reform Act
of 2004
(AIPRA)
1
Floyd H. Azure II
Montana State University
Extension Undergraduate
Student Assistant
Marsha A. Goetting
Montana State University
Extension Family Economics
Specialist;
Department of Agricultural
Economics & Economics
2
Purpose
of AIPRA
• To Prevent Further
Fractionation of Trust
Lands.
• To Encourage
Consolidation of Indian
Land Ownership.
3
AIPRA: Probate
Sections
•Effective for
persons who pass
away on or after
June 20, 2006
4
AIPRA
• State law no
longer applies to
Trust Property
when a person
passes away
without a will.
5
14 Fact Sheets
• Highlight
• Describe
• Illustrate
6
Writing a Will
•Fact
Sheet
#9
7
Written Will
• Pass undivided
interests in trust
lands and IIM
money to
whomever you
choose
8
At what age can
I write a will?
• Age 18
& older
9
Does a will have
to be written?
•YES!!!
– Includes
•Typed
• Computer
• Handwritten
10
Does my will have
to be witnessed?
• Federal law--YES
• Two witnesses
– Neither “should”
be a beneficiary
in the will
11
HOLOGRAPHIC
WILL
 Signature &
provisions in
handwriting of
the will maker
 2 witnesses
12
BIA Policy
•
Agency staff
does not
•write wills
•store wills
13
AIPRA
•Special Rule
–if undivided
interests are left
to more than 1
person in a
written will
14
AIPRA presumption
•Heirs Inherit
–Joint tenancy
with right of
survivorship
15
JOINT TENANCY
•
On passing
of one
–survivors
take all
16
Example 1:
•Mary wills
her land to
her 3
children
equally
17
AIPRA assumes joint
tenancy
Parent
Passed
Away
JT
JT
JT
18
Later one child passes
away
Parent
Passed
Away
JT
JT
JT
19
Second child passes
away
Parent
Passed
Away
JT
JT
Solely
owned
20
Where to keep
your will?
• Safe Place
– Montana
•Clerk of the
District Court
21
Changing will
•
Can be
changed
during lifetime
as long as you
are competent
22
Review Will
• Marriage
• Remarriage
• Divorce
• Birth of child
• Adoption of child
• Passing of heir
23
Review Will (cont’d)
•Move to
another
reservation
•Acquire
additional
property
24
Adopted Child
•
Tribal Adoption
Laws
– treated as will
maker’s child, not
biological parents’
child
25
Pretermitted
Child (omitted)
• If not mentioned in
will
• May be able to inherit
same share that he/she
would have received
without a will
26
Divorce
• Under AIPRA
– Former spouse
does not receive
property
mentioned in will
27
Separation
•AIPRA
–Separation is not
equivalent to
divorce
–Still married if
separated
28
Self Proved Will
• Affidavit
–Will maker &
witnesses sign &
acknowledge they
were witnessing the
signing of will before
notary
29
Self Proved Will
•Notary
–Also signs &
dates the will
–Use his/her
official seal on
the will
30
Residuary Clause
• Last clause
– Person to receive
any part that may
be left after rest of
will clauses are
carried out
31
Summary
• To Whom
• Residuary clause
• Date & will
maker’s signature
• Signatures of 2
witnesses
32
More Information
Writing
a Will
•Fact Sheet #9
33
American
Indian Probate
Reform Act
of 2004
(AIPRA)
34