75-3-902 - Distribution -- Order in which assets appropriated -- Abatement. - Utah Statutes

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Statutes > Utah > Title-75 > Chapter-03 > 75-3-902

75-3-902. Distribution -- Order in which assets appropriated -- Abatement.
(1) Except as provided in Subsection (3) and except as provided in connection with theshare of the surviving spouse who elects to take an elective share, shares of distributees abate,without any preference or priority as between real and personal property, in the following order:
(a) property not disposed of by the will;
(b) residuary devises;
(c) general devises;
(d) specific devises.
(2) For purposes of abatement, a general devise charged on any specific property or fundis a specific devise to the extent of the value of the property on which it is charged, and upon thefailure or insufficiency of the property on which it is charged, a general devise to the extent of thefailure or insufficiency. Abatement within each classification is in proportion to the amounts ofproperty each of the beneficiaries would have received if full distribution of the property hadbeen made in accordance with the terms of the will.
(3) If the will expresses an order of abatement, or if the testamentary plan or the expressor implied purpose of the devise would be defeated by the order of abatement stated inSubsection (1), the shares of the distributees abate as may be found necessary to give effect to theintention of the testator.
(4) If the subject of a preferred devise is sold or used incident to administration,abatement shall be achieved by appropriate adjustments in, or contribution from, other interestsin the remaining assets.

Amended by Chapter 306, 2007 General Session

State Codes and Statutes

Statutes > Utah > Title-75 > Chapter-03 > 75-3-902

75-3-902. Distribution -- Order in which assets appropriated -- Abatement.
(1) Except as provided in Subsection (3) and except as provided in connection with theshare of the surviving spouse who elects to take an elective share, shares of distributees abate,without any preference or priority as between real and personal property, in the following order:
(a) property not disposed of by the will;
(b) residuary devises;
(c) general devises;
(d) specific devises.
(2) For purposes of abatement, a general devise charged on any specific property or fundis a specific devise to the extent of the value of the property on which it is charged, and upon thefailure or insufficiency of the property on which it is charged, a general devise to the extent of thefailure or insufficiency. Abatement within each classification is in proportion to the amounts ofproperty each of the beneficiaries would have received if full distribution of the property hadbeen made in accordance with the terms of the will.
(3) If the will expresses an order of abatement, or if the testamentary plan or the expressor implied purpose of the devise would be defeated by the order of abatement stated inSubsection (1), the shares of the distributees abate as may be found necessary to give effect to theintention of the testator.
(4) If the subject of a preferred devise is sold or used incident to administration,abatement shall be achieved by appropriate adjustments in, or contribution from, other interestsin the remaining assets.

Amended by Chapter 306, 2007 General Session

State Codes and Statutes

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State Codes and Statutes

Statutes > Utah > Title-75 > Chapter-03 > 75-3-902

75-3-902. Distribution -- Order in which assets appropriated -- Abatement.
(1) Except as provided in Subsection (3) and except as provided in connection with theshare of the surviving spouse who elects to take an elective share, shares of distributees abate,without any preference or priority as between real and personal property, in the following order:
(a) property not disposed of by the will;
(b) residuary devises;
(c) general devises;
(d) specific devises.
(2) For purposes of abatement, a general devise charged on any specific property or fundis a specific devise to the extent of the value of the property on which it is charged, and upon thefailure or insufficiency of the property on which it is charged, a general devise to the extent of thefailure or insufficiency. Abatement within each classification is in proportion to the amounts ofproperty each of the beneficiaries would have received if full distribution of the property hadbeen made in accordance with the terms of the will.
(3) If the will expresses an order of abatement, or if the testamentary plan or the expressor implied purpose of the devise would be defeated by the order of abatement stated inSubsection (1), the shares of the distributees abate as may be found necessary to give effect to theintention of the testator.
(4) If the subject of a preferred devise is sold or used incident to administration,abatement shall be achieved by appropriate adjustments in, or contribution from, other interestsin the remaining assets.

Amended by Chapter 306, 2007 General Session