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American Indian Probate Reform Act of 2004 (AIPRA) PowerPoint Presentation
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American Indian Probate Reform Act of 2004 (AIPRA)

American Indian Probate Reform Act of 2004 (AIPRA)

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American Indian Probate Reform Act of 2004 (AIPRA)

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  1. AmericanIndian Probate Reform Act of 2004(AIPRA)

  2. Floyd H. Azure IIMontana State University Extension Undergraduate Student AssistantMarsha A. GoettingMontana State University Extension Family Economics Specialist; Department of Agricultural Economics & Economics

  3. Purpose of AIPRA • To Prevent Further Fractionation of Trust Lands. • To Encourage Consolidation of Indian Land Ownership.

  4. AIPRA: Probate Sections • Effective for persons who pass away on or after June 20, 2006

  5. AIPRA • State law no longer applies to Trust Property when a person passes away without a will.

  6. 14 Fact Sheets • Highlight • Describe • Illustrate

  7. Individual Indian Money Accounts

  8. Your (IIM) Account What happens to your money if you pass away without a will? • Fact Sheet #13

  9. IIM Accounts • Money earned from • Leases • Timber/Land Sales • Grazing • Mineral Royalty Payments

  10. Do I have an IIM account? • Office of the Special Trustee (OST) on each reservation • Ledger Report

  11. OST Phone Numbers Blackfeet: 406-338-7518 Fort Peck: 406-768-3288 Fort Belknap: 406-353-2281 Fort Hall: 208-238-2310

  12. How to get my IIM Ledger? • Toll Free 1-888-678-6836 • Enrollment Number • Last 4 numbers of SS# • Date of Birth • Mailing Address

  13. Trust Status • Indian spouse & Eligible Heirs • retain trust status of money in account

  14. Non-Indians • Secretary of Interior distributes IIM monies to them

  15. IIM Distribution (no will) • Depends on Family Situation • Single • Married

  16. Example 1: Single • No spouse • No children • No grandchildren • No great grandchildren • Parents are living

  17. Survivors: IIM to Parents equally Father 1/2 Mother 1/2 Single Person

  18. IIM: $5,000 Dad $2,500 Mother $2,500 Single Person

  19. Survivor: One Parent Mother ALL Father Single Person

  20. Survivor: IIM to One parent Mother $5,000 Father Single Person

  21. Example 2: • If no spouse, no children, no grandchildren, no great grandchildren or no parents • Brothers & sisters split IIM money

  22. IIM equally to brothers & sisters Father Mother Single person passed away after Father & Mother 1/3 1/3 1/3

  23. IIM Account: $3,000 Father Mother Single person passed away after Father & Mother $1,000 $1,000 $1,000

  24. Example 3: Single Person (no will) • No children • Parents deceased • Brothers & sisters • Deceased & living

  25. 2 living, 2 deceased Sisters passed away before brother (IIM no will)

  26. IIM Distribution

  27. IIM Distribution

  28. Example 4: (no will) • Single • with children

  29. Survivors : 3 kids

  30. IIM passes in equal shares (no will)

  31. Example 5: (no will) • Single person • 3 living children • 6 living grandchildren

  32. Equal shares to children (no will) Grandchildren

  33. Example 6: IIM • What if ? • a person (with 1 child) passes away before parents? (no will)

  34. Person passed away before parent IIM Distribution (no will) Grandchildren

  35. Right of Representation • Grandchildren receive the IIM share their parent would have received if he/she had lived (no will)

  36. Child passed away before parent IIM: Children & Grandchild inherit (no will) 0 Grandchildren

  37. Example 7: • What if ? • A son with 1 child • A daughter with 2 children passed away before parent? (no will)

  38. Two children passed away before parent IIM Distribution (no will) Grandchildren

  39. Example 8: • What if ? • A son with 1 child • A daughter with 3 children passed away before parent? (no will)

  40. IIM Distribution Child passed away before parent Child passed away before parent Grandchildren

  41. Example 9: • What if ? • All children pass away before parents • There are 6 living grandchildren

  42. Survivors : Grandchildren All kids passed away before parent (no will) Grandchildren

  43. Summary (no will) • IIM Account Distribution • depends upon family situation for a single person

  44. Family Situation • Married person

  45. Example 1: Married (no will) • Survivors • Wife • No children

  46. IIM Account Wife All Husband

  47. $2,000 IIM Wife $2,000 Husband

  48. Example 2: Married (no will) • Survivors • Wife • 3 Children

  49. IIM Account Husband Wife Their Child Their Child Their Child

  50. IIM Account-no will • Surviving Spouse • 1/3