H.B. No. 0201

Transfer on death deed.

 

Sponsored By:        Representative(s) Blevins, Brown and Greear and Senator(s) Ross

 

AN ACT relating to nontestamentary transfers of real property; providing for the transfer of real property by deed on death of grantor; creating definitions; specifying procedures, limitations and exclusions; providing for revocation of a transfer on death deed; and providing for an effective date.

 

1/17/2013   Bill Number Assigned

1/18/2013   H Received for Introduction

1/21/2013   H Introduced and Referred to H01

1/25/2013   H01 Recommended Amend and Do Pass

 

ROLL CALL

Ayes:  Representative(s) Baker, Connolly, Gingery, Halverson, Kroeker, Krone, Walters and Watt

Excused:  Representative(s) Miller

Ayes 8    Nays 0    Excused 1    Absent 0    Conflicts 0

 

1/25/2013   H Placed on General File

 

HB0201HS001/ADOPTED

Page 6-line 4           Delete "assert a lien" insert "file a claim".

Page 6-line 9           Delete "42‑2‑207" insert "42‑4‑207".

Page 7-line 15          After "situated." insert "No affidavit shall be recorded unless a certificate of clearance, issued by the Wyoming department of health, certifies that all medical assistance claims have either been satisfied or do not exist.  The certificate of clearance shall be simultaneously submitted with the affidavit for filing.  

Page 10-line 1          After "W.S." delete the balance of the line and insert: "34‑1‑143 by creating a new subsection (b) and 42‑4‑207 by creating a new subsection (k) are".

Page 10-line 2          Delete entirely. 

Page 10-lines 5 through 15    Delete entirely and insert:

      "34‑1‑143.  Information to be furnished to department of revenue, department of health and the state board of equalization.

"(a)  The county clerk shall place the recording data on the statement of consideration paid and deliver the statement to the county assessor. The county assessor shall furnish information from the statements of consideration to the state board of equalization and department of revenue as the board or department shall require, and when disclosed under W.S. 34‑1‑142(g) and 39‑13‑109(b)(i), any person or his agent wishing to review or contest his property tax assessment or valuation and the county board of equalization.  The county assessor may furnish information from the statements of consideration to a county assessor in another county in this state to be used as provided by law.

(b)  Whenever a transfer on death deed is filed with the county clerk pursuant to W.S. 2‑18‑103, the county assessor shall furnish information contained within the statement of consideration paid to the Wyoming department of health, division of healthcare financing.  The information supplied under this subsection shall be transmitted within fourteen (14) days of the receipt of the statement of consideration paid and shall be limited to:

(i)  The name of the grantor;

(ii)  The name of the grantee;

(iii)  Recording data including the legal description of the property being transferred.

      42‑4‑207.  Recovery of incorrect payments; recovery of correct payments; liens.

(k)  Upon determining that real property has been conveyed by transfer on death deed pursuant to W.S. 2‑18‑103, which property was available to satisfy outstanding medical payments made by the department on behalf of the grantor, the department may file a lien against the real property and bring such judicial proceedings deemed appropriate and upon determining that:

(i)  Has failed to apply for a certificate of clearance from the department;

(ii)  The grantee has failed to pay the department's medical assistance claims; or

(ii)   Has failed to file an affidavit attesting to the death of the grantor pursuant to W.S. 2‑18‑103(n) and 34‑11‑101 and ".  GINGERY, CHAIRMAN

 

HB0201HW001/ADOPTED     (CORRECTED COPY)

Page 6-line 4           Delete the standing committee amendment (HB0201HS001/A) to this line.

Page 10-lines 5 through 15    Delete entirely including the standing committee amendment (HB0201HS001/A) to these lines and insert:

      "34‑1‑143.  Information to be furnished to department of revenue, department of health and the state board of equalization.

(a)  The county clerk shall place the recording data on the statement of consideration paid and deliver the statement to the county assessor. The county assessor shall furnish information from the statements of consideration to the state board of equalization and department of revenue as the board or department shall require, and when disclosed under W.S. 34‑1‑142(g) and 39‑13‑109(b)(i), any person or his agent wishing to review or contest his property tax assessment or valuation and the county board of equalization.  The county assessor may furnish information from the statements of consideration to a county assessor in another county in this state to be used as provided by law.

(b)  Whenever a transfer on death deed is filed with the county clerk pursuant to W.S. 2‑18‑103, the county assessor shall furnish information contained within the statement of consideration paid to the Wyoming department of health, division of healthcare financing.  The information supplied under this subsection shall be transmitted within fourteen (14) days of the receipt of the statement of consideration paid and shall be limited to:

(i)  The name of the grantor;

(ii)  The name of the grantee;

(iii)  Recording data including the legal description of the property being transferred.

      42‑4‑207.  Recovery of incorrect payments; recovery of correct payments; liens.

(k)  The department may file a lien upon real property pursuant to W.S. 2‑18‑103(g) upon the death of the grantor.  The department may file such lien regardless of whether the grantee applied for a certificate of clearance pursuant to W.S. 2‑18‑103(n) or filed an affidavit to establish the death of the grantor pursuant to W.S. 34‑11‑101.".  BROWN, CHAIRMAN

 

1/29/2013   H Passed CoW

 

HB0201H2001/ADOPTED

Page 1-line 10          Delete "2‑18‑105" insert 2‑18‑106".

Page 9-After line 23    Insert:

"2‑18‑106.  Disclaimer.

A grantee beneficiary may refuse to accept all or any part of the real property interest conveyed by a transfer on death deed.  If a grantee beneficiary refuses to accept or disclaims any real property interest, the grantee beneficiary shall have no liability under this chapter by reason of being designated as grantee beneficiary.".  BROWN

 

1/30/2013   H Passed 2nd Reading

1/31/2013   H Passed 3rd Reading

 

ROLL CALL

Ayes:  Representative(s) Baker, Barlow, Berger, Blake, Blevins, Blikre, Brown, Burkhart, Byrd, Campbell, Cannady, Coleman, Connolly, Freeman, Gingery, Goggles, Greene, Halverson, Harshman, Harvey, Hunt, Hutchings, Kasperik, Kirkbride, Kroeker, Krone, Larsen, Lockhart, Loucks, Madden, McKim, Miller, Moniz, Nicholas, B., Northrup, Patton, Paxton, Petroff, Reeder, Stubson, Teeters, Throne, Wallis, Walters, Watt, Wilson and Winters

Nays:  Representative(s) Davison, Eklund, Esquibel, K., Filer, Greear, Jaggi, Lubnau, Piiparinen, Semlek, Sommers, Zwonitzer, Dn. and Zwonitzer, Dv.

Excused:  Representative(s) Gay

Ayes 47    Nays 12    Excused 1    Absent 0    Conflicts 0

 

2/1/2013    S Received for Introduction

2/1/2013    S Introduced and Referred to S01

2/15/2013   S01 Recommended Amend and Do Pass

 

ROLL CALL

Ayes:  Senator(s) Burns, Christensen, Esquibel, F., Hicks and Schiffer

Ayes 5    Nays 0    Excused 0    Absent 0    Conflicts 0

 

2/15/2013   S Placed on General File

 

HB0201SS001/ADOPTED     (TO ENGROSSED COPY)

Page 1-line 5           After ";" insert "modifying duties of county clerks accordingly;".

Page 10-line 16         Delete "34‑1‑143" insert "34‑1‑119".

Page 10-lines 19 through 24   Delete and insert:

"34‑1‑119.  Duties of county clerk generally.

(a)  The county clerk of each county within this state shall receive and record at length all deeds, mortgages, conveyances, patents, certificates and instruments left with him for that purpose, and he shall endorse on every such instrument the day and hour on which it was filed for record. The county clerk shall not record any document until the address of the grantee, mortgagee or assignee of the mortgagee is furnished to the county clerk, but this requirement shall not affect the validity of the recording of any instrument. Only instruments which are the originally signed documents or properly certified or authenticated copies thereof may be properly recorded. A document is properly certified if in compliance with Rule 902 of the Wyoming Rules of Evidence or other applicable rule or statute.

(b)  Whenever a transfer on death deed is filed with the county clerk pursuant to W.S. 2‑18‑103, the county clerk shall furnish the following information to the Wyoming department of health, division of healthcare financing within fourteen (14) days of recording the deed:

(i)  The name of the grantor;

(ii)  The name of the grantee;

(iii)  The legal description of the property being transferred.".

Page 11-lines 1 through 24    Delete.

Page 12-lines 2 and 3   Delete.  SCHIFFER, CHAIRMAN

 

2/20/2013   S Passed CoW

2/21/2013   S Passed 2nd Reading

2/22/2013   S Passed 3rd Reading

 

ROLL CALL

Ayes:  Senator(s) Anderson, JL S28, Barnard, Bebout, Burns, Case, Coe, Cooper, Craft, Dockstader, Driskill, Emerich, Esquibel, F., Geis, Hastert, Hicks, Hines, Johnson, Landen, Meier, Nicholas, P., Nutting, Perkins, Peterson, Ross, Rothfuss, Schiffer, Scott and Von Flatern

Excused:  Senator(s) Anderson, JD S02 and Christensen

Ayes 28    Nays 0    Excused 2    Absent 0    Conflicts 0

 

2/22/2013   H Received for Concurrence

2/25/2013   H Did Concur

 

ROLL CALL

Ayes:  Representative(s) Baker, Barlow, Berger, Blake, Blevins, Blikre, Brown, Burkhart, Byrd, Campbell, Cannady, Coleman, Connolly, Davison, Eklund, Esquibel, K., Filer, Freeman, Gay, Gingery, Goggles, Greear, Greene, Halverson, Harshman, Harvey, Hunt, Hutchings, Jaggi, Kasperik, Kirkbride, Kroeker, Krone, Larsen, Lockhart, Loucks, Lubnau, Madden, McKim, Miller, Moniz, Nicholas, B., Northrup, Patton, Paxton, Petroff, Piiparinen, Reeder, Semlek, Sommers, Stubson, Teeters, Throne, Wallis, Walters, Watt, Wilson, Winters, Zwonitzer, Dn. and Zwonitzer, Dv.

Ayes 60    Nays 0    Excused 0    Absent 0    Conflicts 0

 

2/25/2013   Assigned Number HEA No. 0094

2/25/2013   H Speaker Signed HEA No. 0094

2/26/2013   S President Signed HEA No. 0094

2/28/2013   Governor Signed HEA No. 0094

2/28/2013   Assigned Chapter Number

 

Chapter No. 0100  Session Laws of Wyoming 2013