Nontestamentary disposition
Rules of descent
11 So in original. Another par. (2) follows par. (5). Rules governing descent of estate
Surviving spouse
Individual and tribal heirs
No Indian tribe
In general
section 2215 of this titleIf there is no Indian tribe with jurisdiction over the interests in trust or restricted lands that would otherwise descend under subparagraph (B)(v), then such interests shall be divided equally among co-owners of trust or restricted interests in the parcel; if there are no such co-owners, then to the United States, provided that any such interests in land passing to the United States under this subparagraph shall be sold by the Secretary and the proceeds from such sale deposited into the land acquisition fund established under and used for the purposes described in subsection (b) of that section.
Contiguous parcel
If the interests passing to the United States under this subparagraph are in a parcel of land that is contiguous to another parcel of trust or restricted land, the Secretary shall give the owner or owners of the trust or restricted interest in the contiguous parcel the first opportunity to purchase the interest at not less than fair market value determined in accordance with this chapter. If more than 1 such owner in the contiguous parcel request to purchase the parcel, the Secretary shall sell the parcel by public auction or sealed bid (as determined by the Secretary) at not less than fair market value to the owner of a trust or restricted interest in the contiguous parcel submitting the highest bid.
Intestate descent of small fractional interests in land
General rule
Notwithstanding subparagraphs (A) and (B), and subject to any applicable Federal law, any trust or restricted interest in land in the decedent’s estate that is not disposed of by a valid will and represents less than 5 percent of the entire undivided ownership of the parcel of land of which such interest is a part, as evidenced by the decedent’s estate inventory at the time of the heirship determination, shall descend in accordance with clauses (ii) through (v).
Surviving spouse
If there is a surviving spouse, and such spouse was residing on a parcel of land described in clause (i) at the time of the decedent’s death, the spouse shall receive a life estate without regard to waste in the decedent’s trust or restricted interest in only such parcel, and the remainder interest in that parcel shall pass in accordance with clause (iii).
Single heir rule
Exceptions
Effect of subparagraph
Nothing in this subparagraph limits the right of any person to devise any trust or restricted interest pursuant to a valid will in accordance with subsection (b).
Right of representation
If, under this subsection, all or any part of the estate of a decedent is to pass to children of a deceased child by right of representation, that part is to be divided into as many equal shares as there are living children of the decedent and pre-deceased children who left issue who survive the decedent. Each living child of the decedent, if any, shall receive 1 share, and the share of each pre-deceased child shall be divided equally among the pre-deceased child’s children.
Special rule relating to survival
Status of inherited interests
Except as provided in paragraphs (2)(A) and (D) regarding the life estate of a surviving spouse, a trust or restricted interest in land or trust personalty that descends under the provisions of this subsection shall vest in the heir in the same trust or restricted status as such interest was held immediately prior to the decedent’s death.
33 So in original. Another par. (2) follows par. (1). Intestate descent of permanent improvements
Definition of covered permanent improvement
Rule of descent
Application and effect
Testamentary disposition
General devise of an interest in trust or restricted land
In general
Rules of interpretation
Any devise of a trust or restricted interest in land pursuant to subparagraph (A) to an Indian or the Indian tribe with jurisdiction over the interest shall be deemed to be a devise of the interest in trust or restricted status. Any devise of a trust or restricted interest in land to a person who is only eligible to be a devisee under clause (i) or (ii) of subparagraph (A) shall be presumed to be a devise of the interest in trust or restricted status unless language in such devise clearly evidences an intent on the part of the testator that the interest is to pass as a life estate or fee interest in accordance with paragraph (2)(A).
Devise of trust or restricted land as a life estate or in fee
In general
Indian reorganization act lands
In general
Exception
In general
Notwithstanding clause (i), in any case in which a resolution, law, or other duly adopted enactment of the Indian tribe with jurisdiction over the land of which an interest described in clause (i) is a part requests the Secretary to apply subparagraph (A)(ii) to devises of trust or restricted land under the jurisdiction of the Indian tribe, the interest may be devised in fee in accordance with subparagraph (A)(ii).
Effect
Subclause (I) shall apply with respect to a devise of a trust or restricted interest in land by any decedent who dies on or after the date on which the applicable Indian tribe adopts the resolution, law, or other enactment described in subclause (I), regardless of the date on which the devise is made.
Notice of request
An Indian tribe shall provide to the Secretary a copy of any resolution, law, or other enactment of the Indian tribe that requests the Secretary to apply subparagraph (A)(ii) to devises of trust or restricted land under the jurisdiction of the Indian tribe.
Effect
6
General devise of an interest in trust personalty
77 So in original. Probably should be “personalty”. Trust personality defined
The term “trust personalty” as used in this section includes all funds and securities of any kind which are held in trust in an individual Indian money account or otherwise supervised by the Secretary.
In general
section 2205 of this titleSubject to any applicable Federal law relating to the devise or descent of such trust personalty, or a tribal probate code approved by the Secretary in accordance with , the owner of an interest in trust personalty may devise such an interest to any person or entity.
Maintenance as trust personalty
In the case of a devise of an interest in trust personalty to a person or Indian tribe eligible to be a devisee under paragraph (1)(A), the Secretary shall maintain and continue to manage such interests as trust personalty.
Direct disbursement and distribution
In the case of a devise of an interest in trust personalty to a person or Indian tribe not eligible to be a devisee under paragraph (1)(A), the Secretary shall directly disburse and distribute such personalty to the devisee.
Invalid devises and wills
Land
Any trust or restricted interest in land that is not devised in accordance with paragraph (1) or (2) or that is not disposed of by a valid will shall descend in accordance with the applicable law of intestate succession as provided for in subsection (a).
Personalty
Any trust personalty that is not disposed of by a valid will shall descend in accordance with the applicable law of intestate succession as provided for in subsection (a).
Joint tenancy; right of survivorship
Presumption of joint tenancy
If a testator devises trust or restricted interests in the same parcel of land to more than 1 person, in the absence of clear and express language in the devise stating that the interest is to pass to the devisees as tenants in common, the devise shall be presumed to create a joint tenancy with the right of survivorship in the interests involved.
Exception
Paragraph (1) shall not apply to any devise of an interest in trust or restricted land where the will in which such devise is made was executed prior to the date that is 1 year after the date on which the Secretary publishes the certification required by section 8(a)(4) of the American Indian Probate Reform Act of 2004.
Descent of off-reservation lands
Indian reservation defined
Descent
Approval of agreements
The official authorized to adjudicate the probate of trust or restricted lands shall have the authority to approve agreements between a decedent’s heirs and devisees to consolidate interests in trust or restricted lands. The agreements referred to in the preceding sentence may include trust or restricted lands that are not a part of the decedent’s estate that is the subject of the probate. The Secretary may promulgate regulations for the implementation of this subsection.
Estate planning assistance
In general
Requirements
Probate code development and legal assistance grants
Authorization for appropriations
There is authorized to be appropriated such sums as may be necessary to carry out the provisions of paragraph (3).
Applicable Federal law
In general
No effect on laws
Limitation on effect of paragraph
Except to the extent that this chapter would amend or otherwise affect the application of a Federal law specified or described in paragraph (1) or (2), nothing in paragraph (2) limits the application of this chapter to trust or restricted land, interests in such land, or any other trust or restricted interests or assets.
Rules of interpretation
Construction that will passes all property
In general
A will shall be construed to apply to all trust and restricted land and trust personalty which the testator owned at his death, including any such land or personalty acquired after the execution of his will.
Permanent improvements
Except as otherwise expressly provided in the will, a devise of a trust or restricted interest in a parcel of land shall be presumed to include the interest of the testator in any permanent improvements attached to the parcel of land.
Application and effect
Class gifts
No differentiation between relationship by blood and relationship by affinity
Terms of relationship that do not differentiate relationships by blood from those by affinity, such as “uncles”, “aunts”, “nieces”, or “nephews”, are construed to exclude relatives by affinity. Terms of relationship that do not differentiate relationships by the half blood from those by the whole blood, such as “brothers”, “sisters”, “nieces”, or “nephews”, are construed to include both types of relationships.
Meaning of “heirs” and “next of kin”, etc.; time of ascertaining class
A devise of trust or restricted interest in land or an interest in trust personalty to the testator’s or another designated person’s “heirs”, “next of kin”, “relatives”, or “family” shall mean those persons, including the spouse, who would be entitled to take under the provisions of this chapter for nontestamentary disposition. The class is to be ascertained as of the date of the testator’s death.
Time for ascertaining class
In construing a devise to a class other than a class described in subparagraph (B), the class shall be ascertained as of the time the devise is to take effect in enjoyment. The surviving issue of any member of the class who is then dead shall take by right of representation the share which their deceased ancestor would have taken.
Meaning of “die without issue” and similar phrases
8
Persons born out of wedlock
8In construing provisions of this chapter relating to lapsed and void devises, and in construing a devise to a person or persons described by relationship to the testator or to another, a person born out of wedlock shall be considered the child of the natural mother and also of the natural father.
Lapsed devises
Subject to the provisions of subsection (b), where the testator devises or bequeaths a trust or restricted interest in land or trust personalty to the testator’s grandparents or to the lineal descendent of a grandparent, and the devisee or legatee dies before the testator leaving lineal descendents, such descendents shall take the interest so devised or bequeathed per stirpes.
Void devises
section 2205 of this titleExcept as provided in paragraph (5), and if the disposition shall not be otherwise expressly provided for by a tribal probate code approved under , if a devise other than a residuary devise of a trust or restricted interest in land or trust personalty fails for any reason, such interest shall become part of the residue and pass, subject to the provisions of subsection (b), to the other residuary devisees, if any, in proportion to their respective shares or interests in the residue.
Family cemetery plot
If a family cemetery plot owned by the testator in trust or restricted status at his decease is not mentioned in the decedent’s will, the ownership of the plot shall descend to his heirs as if he had died intestate.
Heirship by killing
Heir by killing defined
As used in this subsection, “heir by killing” means any person who knowingly participates, either as a principal or as an accessory before the fact, in the willful and unlawful killing of the decedent.
No acquisition of property by killing
Subject to any applicable Federal law relating to the devise or descent of trust or restricted land, no heir by killing shall in any way acquire any trust or restricted interests in land or interests in trust personalty as the result of the death of the decedent, but such property shall pass in accordance with this subsection.
Descent, distribution, and right of survivorship
Joint tenants, joint owners, and joint obligees
Life estate for the life of another
If the estate is held by a third person whose possession expires upon the death of the decedent, it shall remain in such person’s hands for the period of time following the decedent’s death equal to the life expectancy of the decedent but for the killing.
Preadjudication rule
In general
If a person has been charged, whether by indictment, information, or otherwise by the United States, a tribe, or any State, with voluntary manslaughter or homicide in connection with a decedent’s death, then any and all trust or restricted land or trust personalty that would otherwise pass to that person from the decedent’s estate shall not pass or be distributed by the Secretary until the charges have been resolved in accordance with the provisions of this paragraph.
Dismissal or withdrawal
Upon dismissal or withdrawal of the charge, or upon a verdict of not guilty, such land and personalty shall pass as if no charge had been filed or made.
Conviction
Upon conviction of such person, and the exhaustion of all appeals, if any, the trust and restricted land and trust personalty in the estate shall pass in accordance with this subsection.
Broad construction; policy of subsection
This subsection shall not be considered penal in nature, but shall be construed broadly in order to effect the policy that no person shall be allowed to profit by his own wrong, wherever committed.
General rules governing probate
Scope
section 2205 of this titleExcept as provided under applicable Federal law or a tribal probate code approved under , the provisions of this subsection shall govern the probate of estates containing trust and restricted interests in land or trust personalty.
Pretermitted spouses and children
Spouses
In general
Except as provided in clause (ii), if the surviving spouse of a testator married the testator after the testator executed the will of the testator, the surviving spouse shall receive the intestate share in the decedent’s trust or restricted land and trust personalty that the spouse would have received if the testator had died intestate.
Exception
Spouses married at the time of the will
Children
In general
If a testator executed the will of the testator before the birth or adoption of 1 or more children of the testator, and the omission of the children from the will is a product of inadvertence rather than an intentional omission, the children shall share in the trust or restricted interests in land and trust personalty as if the decedent had died intestate.
Adopted heirs
25 U.S.C. 372aAny person recognized as an heir by virtue of adoption under the Act of (), shall be treated as the child of a decedent under this subsection.
Adopted-out children
In general
For purposes of this chapter, an adopted person shall not be considered the child or issue of his natural parents, except in distributing the estate of a natural kin, other than the natural parent, who has maintained a family relationship with the adopted person. If a natural parent shall have married the adopting parent, the adopted person for purposes of inheritance by, from and through him shall also be considered the issue of such natural parent.
Eligible heir pursuant to other Federal law or tribal law
Notwithstanding the provisions of subparagraph (B)(iii)(I), other Federal laws and laws of the Indian tribe with jurisdiction over the trust or restricted interest in land may otherwise define the inheritance rights of adopted-out children.
Divorce
Surviving spouse
In general
An individual who is divorced from a decedent, or whose marriage to the decedent has been annulled, shall not be considered to be a surviving spouse unless, by virtue of a subsequent marriage, the individual is married to the decedent at the time of death of the decedent.
Separation
A decree of separation that does not dissolve a marriage, and terminate the status of husband and wife, shall not be considered a divorce for the purpose of this subsection.
No effect on adjudications
Nothing in clause (i) shall prevent the Secretary from giving effect to a property right settlement relating to a trust or restricted interest in land or an interest in trust personalty if 1 of the parties to the settlement dies before the issuance of a final decree dissolving the marriage of the parties to the property settlement.
Effect of subsequent divorce on a will or devise
In general
If, after executing a will, a testator is divorced or the marriage of the testator is annulled, as of the effective date of the divorce or annulment, any disposition of trust or restricted interests in land or of trust personalty made by the will to the former spouse of the testator shall be considered to be revoked unless the will expressly provides otherwise.
Property
Property that is prevented from passing to a former spouse of a decedent under clause (i) shall pass as if the former spouse failed to survive the decedent.
Provisions of wills
Any provision of a will that is considered to be revoked solely by operation of this subparagraph shall be revived by the remarriage of a testator to the former spouse of the testator.
After-born heirs
A child in gestation at the time of decedent’s death will be treated as having survived the decedent if the child lives at least 120 hours after its birth.
Advancements of trust personalty during lifetime; effect on distribution of estate
Heirs related to decedent through 2 lines; single share
A person who is related to the decedent through 2 lines of relationship is entitled to only a single share of the trust or restricted land or trust personalty in the decedent’s estate based on the relationship that would entitle such person to the larger share.
Notice
In general
To the maximum extent practicable, the Secretary shall notify each owner of trust and restricted land of the provisions of this chapter.
Combined notices
The notice under subparagraph (A) may, at the discretion of the Secretary, be provided with the notice required under subsection (a) of section 8 of the American Indian Probate Reform Act of 2004.
Renunciation or disclaimer of interests
In general
Any person 18 years of age or older may renounce or disclaim an inheritance of a trust or restricted interest in land or in trust personalty through intestate succession or devise, either in full or subject to the reservation of a life estate (where the interest is an interest in land), in accordance with subparagraph (B), by filing a signed and acknowledged declaration with the probate decisionmaker prior to entry of a final probate order. No interest so renounced or disclaimed shall be considered to have vested in the renouncing or disclaiming heir or devisee, and the renunciation or disclaimer shall not be considered to be a transfer or gift of the renounced or disclaimed interest.
Eligible recipients of renounced or disclaimed interests; notice to recipients
Interests in land
Trust personalty
An interest in trust personalty may be renounced or disclaimed in favor of any person who would be eligible to be a devisee of such an interest under subsection (b)(3) and shall pass to the recipient in accordance with the provisions of that subsection.
Unauthorized renunciations and disclaimers
Unless renounced or disclaimed in favor of a person or Indian tribe eligible to receive the interest in accordance with the provisions of this subparagraph, a renounced or disclaimed interest shall pass as if the renunciation or disclaimer had not been made.
Acceptance of interest
A renunciation or disclaimer of an interest filed in accordance with this paragraph shall be considered accepted when implemented in a final order by a decisionmaker, and shall thereafter be irrevocable. No renunciation or disclaimer of an interest shall be included in such order unless the recipient of the interest has been given notice of the renunciation or disclaimer and has not refused to accept the interest. All disclaimers and renunciations filed and implemented in probate orders made effective prior to , are hereby ratified.
Rule of construction
Nothing in this paragraph shall be construed to allow the renunciation of an interest that is subject to subsection (a)(2)(D) in favor of more than 1 person.
Consolidation agreements
In general
During the pendency of probate, the decisionmaker is authorized to approve written consolidation agreements effecting exchanges or gifts voluntarily entered into between the decedent’s eligible heirs or devisees, to consolidate interests in any tract of land included in the decedent’s trust inventory. Such agreements may provide for the conveyance of interests already owned by such heirs or devisees in such tracts, without having to comply with the Secretary’s rules and requirements otherwise applicable to conveyances by deed of trust or restricted interests in land.
Effective
An agreement approved under subparagraph (A) shall be considered final when implemented in an order by a decisionmaker. The final probate order shall direct any changes necessary to the Secretary’s land records, to reflect and implement the terms of the approved agreement.
Effect on purchase option at probate
oAny interest in trust or restricted land that is subject to a consolidation agreement under this paragraph or subsection (e) shall not be available for purchase under subsection () unless the decisionmaker determines that the agreement should not be approved.
Notification to landowners
Pilot project for the management of trust assets of Indian families and relatives
Development pilot project
Primary purposes; limitation; approval of transactions; payments by Secretary
Purposes
The primary purpose of any entity organized under the pilot project shall be to improve, facilitate, and assist in the management of interests in trust or restricted land, held by 1 or more persons, in furtherance of the purposes of this chapter.
Limitation
The organization or activities of any entity under the pilot project shall not be construed to impair, impede, replace, abrogate, or modify in any respect the trust duties or responsibilities of the Secretary, nor shall anything in this subsection or in any rules, regulations, or guidelines developed under this subsection enable any private or family trustee of trust or restricted interests in land to exercise any powers over such interests greater than that held by the Secretary with respect to such interests.
Secretarial approval of transactions
Any transaction involving the lease, use, mortgage or other disposition of trust or restricted land or other trust assets administered by or through an entity under the pilot project shall be subject to approval by the Secretary in accordance with applicable Federal law.
Payments
The Secretary shall have the authority to make payments of income and revenues derived from trust or restricted land or other trust assets administered by or through an entity participating in the pilot project directly to the entity, in accordance with requirements of the regulations adopted pursuant to this subsection.
Limitations on pilot project
Number of organizations
The number of entities established under the pilot project authorized by this subsection shall not exceed 30.
Regulations required
No entity shall commence activities under the pilot project authorized by this subsection until the Secretary has adopted final rules and regulations under paragraph (1)(B).
Report to Congress
Notice to heirs
Missing heirs
Purchase option at probate
In general
The trust or restricted interests in a parcel of land in the decedent’s estate may be purchased at probate in accordance with the provisions of this subsection.
Sale of interest at fair market value
Request to purchase; consent requirements; multiple requests to purchase
In general
Multiple requests to purchase
Except for interests purchased pursuant to paragraph (5), if the Secretary receives a request with respect to an interest from more than 1 eligible purchaser under paragraph (2), the Secretary shall sell the interest to the eligible purchaser that is selected by the applicable heir, devisee, or surviving spouse.
Appraisal and notice
Small undivided interests in Indian lands
In general
Exception
Notwithstanding subparagraph (A), the consent of such heir or surviving spouse shall be required for the sale at probate of the interest of the heir or surviving spouse if, at the time of the decedent’s death, the heir or surviving spouse was residing on the parcel of land of which the interest to be sold was a part.
Distribution of proceeds
In general
Proceeds from the sale of interests under this subsection shall be distributed to the heirs, devisees, or spouse whose interest was sold in accordance with the values of their respective interests.
Holding in trust
Pub. L. 97–459, title II, § 207Pub. L. 106–462, title I, § 103(4)114 Stat. 1995Pub. L. 108–374118 Stat. 1774Pub. L. 109–157, § 4119 Stat. 2950Pub. L. 109–221, title V, § 501(a)120 Stat. 343Pub. L. 110–453, title II, § 207(c)122 Stat. 5030(, as added , , ; amended , §§ 3, 6(a)(2), (4), (e), , , 1797, 1800, 1805; , , ; , , ; , , .)
Editorial Notes
References in Text
loPub. L. 97–459Pub. L. 97–459This chapter, referred to in subsecs. (a)(2)(C)(ii), (D)(iii), (g)(2), (3), introductory provisions of (h) and (h)(2)(B), (j)(2)(B)(iii)(I), (7)(A), ()(2)(A), ()(2), (4)(A), was in the original “this Act”, which was translated as reading “this title”, meaning title II of , to reflect the probable intent of Congress. This chapter, referred to in the original in subsec. (h)(3), (4), probably should have been “this title”, meaning title II of which enacted this chapter.
section 8 of Pub. L. 108–374section 2201 of this titleSection 8 of the American Indian Probate Reform Act of 2004, referred to in subsecs. (a)(2)(D)(iv)(II)(dd), (c)(2), and (j)(2)(A)(ii)(I), (7)(B), is , which is set out as a note under .
Public Law 91–627Pub. L. 91–62784 Stat. 1874section 607 of this titlesection 607 of this title, referred to in subsec. (g)(1)(A), is , , , which amended former and enacted provisions formerly set out as a note under .
Public Law 92–377Pub. L. 92–37786 Stat. 530, referred to in subsec. (g)(1)(B), is , , , which is not classified to the Code.
Public Law 92–443Pub. L. 92–44386 Stat. 744, referred to in subsec. (g)(1)(C), is , , , which is not classified to the Code.
Public Law 96–274Pub. L. 96–27494 Stat. 537, referred to in subsec. (g)(1)(D), is , , , which is not classified to the Code.
Public Law 98–513Pub. L. 98–51398 Stat. 2411, referred to in subsec. (g)(1)(E), is , , , which is not classified to the Code.
act July 8, 1940, ch. 55554 Stat. 746section 372a of this titlesection 372a of this titleAct of , referred to in subsec. (j)(2)(B)(ii), is , , which enacted and provisions set out as a note under .
Prior Provisions
Pub. L. 97–459, title II, § 20796 Stat. 2519Pub. L. 98–608, § 1(4)98 Stat. 3172Pub. L. 101–644, title III, § 301(a)104 Stat. 4666Pub. L. 106–462, title I, § 103(4)114 Stat. 1995A prior section 2206, , , ; , , ; , , , related to escheat to tribe of trust or restricted or controlled lands, fractional interests, and Indian tribal codes, prior to repeal by , , .
Amendments
Pub. L. 110–453, § 207(c)(1)(B)2008—Subsec. (a)(2). , added par. (2) relating to intestate descent of permanent improvements.
Pub. L. 110–453, § 207(c)(1)(A)(i)Subsec. (a)(2)(D)(i). , substituted “clauses (ii) through (v)” for “clauses (ii) through (iv)”.
Pub. L. 110–453, § 207(c)(1)(A)(ii)Subsec. (a)(2)(D)(iv)(II). , which directed substitution of “descent” for “decedent”, was executed by making the substitution only in introductory provisions after “order of”, to reflect the probable intent of Congress.
Pub. L. 110–453, § 207(c)(1)(A)(iii)Subsec. (a)(2)(D)(v). , added cl. (v) and struck out former cl. (v). Prior to amendment, text read as follows: “This subparagraph shall not be construed to limit a person’s right to devise any trust or restricted interest by way of a valid will in accordance with subsection (b) of this section.”
Pub. L. 110–453, § 207(c)(2)Subsec. (b)(2)(B). , designated introductory provisions and cls. (i) to (iii) as cl. (i), inserted heading, and substituted “Subject to clauses (ii) and (iii), any interest’;” for “Any interest”, redesignated former cls. (i) to (iii) as subcls. (I) to (III), respectively, of cl. (i) and realigned margins, substituted period for semicolon at end of subcl. (III), added cl. (ii), and designated concluding provisions as cl. (iii), inserted heading, and substituted “Except as provided in clause (ii), nothing; and” for “provided that nothing”.
Pub. L. 110–453, § 207(c)(3)Subsec. (h)(1). , designated existing provisions as subpar. (A), inserted heading, and added subpars. (B) and (C).
Pub. L. 110–453, § 207(c)(4)Subsecs. (i)(4)(C), (j)(2)(A)(ii). , (5), substituted “interest in land” for “interest land”.
Pub. L. 110–453, § 207(c)(6)Subsec. (k). , inserted “a” after “receiving” in introductory provisions.
oPub. L. 110–453, § 207(c)(7)(A)Subsec. ()(3). , substituted “Request to purchase; consent requirements; multiple requests to purchase” for “Request to purchase; auction; consent requirements” in heading, designated introductory provisions and subpars. (A) and (B) as subpar. (A) and inserted heading, redesignated former subpars. (A) and (B) as cls. (i) and (ii), respectively, of subpar. (A) and realigned margins, added subpar. (B), and struck out former concluding provisions which read as follows: “If the Secretary receives more than 1 request to purchase the same interest, the Secretary shall sell the interest by public auction or sealed bid (as determined by the Secretary) at not less than the appraised fair market value to the eligible purchaser submitting the highest bid.”
oPub. L. 110–453, § 207(c)(7)(B)Subsec. ()(4). , inserted “and” at end of subpar. (A), substituted period for “; and” at end of subpar. (B), and struck out subpar. (C) which read as follows: “if the Secretary receives more than 1 request to purchase the interest by a person described in subparagraph (B), provide notice of the manner (auction or sealed bid), time and place of the sale, a description, and the appraised fair market value, of the interest to be sold—
“(i) to the heirs or other devisees and the Indian tribe with jurisdiction over the interest, by first class mail; and
“(ii) to all other eligible purchasers, by posting written notice in at least 5 conspicuous places in the vicinity of the place of hearing.”
oPub. L. 110–453, § 207(c)(7)(C)(i)(I)Subsec. ()(5)(A). , in introductory provisions, inserted “or surviving spouse” after “heir”, substituted “paragraph (3)(A)(ii)” for “paragraph (3)(B)”, and struck out “auction and” after “required for the”.
oPub. L. 110–453, § 207(c)(7)(C)(i)(III)(aa)Subsec. ()(5)(A)(ii). , (bb), substituted “sale” for “auction” and “, at the time of death of the applicable decedent, the interest of the decedent in the land represented” for “the interest passing to such heir represents”.
oPub. L. 110–453, § 207(c)(7)(C)(i)(II)Subsec. ()(5)(A)(iii). , (III)(cc), (IV), added cl. (iii).
oPub. L. 110–453, § 207(c)(7)(C)(ii)Subsec. ()(5)(B). , inserted “or surviving spouse” after “heir” in two places and substituted “interest of the heir or surviving spouse” for “heir’s interest”.
Pub. L. 109–221, § 501(a)(1)2006—Subsec. (g)(2). , substituted “specified in paragraph (1)” for “described in paragraph (1)” in introductory provisions and “identified in such law” for “identified in Federal law” in subpar. (B).
Pub. L. 109–221, § 501(a)(2)Subsec. (g)(3). , added par. (3) and struck out former par. (3). Text read as follows: “Except to the extent that this chapter otherwise affects the application of a Federal law described in paragraph (2), nothing in this subsection limits the application of this chapter to trust or restricted land, interests in such land, or any other trust or restricted interests or assets.”
Pub. L. 109–157, § 4(b)(1)2005—Subsec. (a)(2)(D)(iv)(I)(aa). , substituted “this subparagraph” for “clause (iii)”.
Pub. L. 109–157, § 4(b)(2)Subsec. (a)(2)(D)(iv)(I)(aa)(BB). , substituted “not more than 1 co-owner” for “any co-owner”.
Pub. L. 109–157, § 4(c)Subsec. (c). , reenacted heading without change.
Pub. L. 109–157, § 4(d)Subsec. (f)(3). , inserted “, including noncompetitive grants,” after “award grants” in introductory provisions.
Pub. L. 109–157, § 4(a)(1)Subsec. (g). , redesignated subsec. (h) as (g).
Pub. L. 109–157, § 4(a)(2)(A)(i)Subsec. (g)(2). , inserted “specifically” after “pertains” in introductory provisions.
Pub. L. 109–157, § 4(a)(2)(A)(ii)Subsec. (g)(2)(B). , added subpar. (B) and struck out former subpar. (B) which read as follows: “the allotted lands of 1 or more specific Indian tribes that are expressly identified in such law.”
Pub. L. 109–157, § 4(a)(2)(B)Subsec. (g)(3). , added par. (3).
Pub. L. 109–157, § 4(a)(1)Subsec. (h). , redesignated subsec. (i) as (h). Former subsec. (h) redesignated (g).
Pub. L. 109–157, § 4(a)(3)(A)section 2205 of this titleSubsec. (h)(6). , made technical amendment to reference in original act which appears in text as reference to .
Pub. L. 109–157, § 4(a)(3)(B)Subsec. (h)(7). , inserted “in trust or restricted status” after “testator”.
Pub. L. 109–157, § 4(a)(1)Subsec. (i). , redesignated subsec. (j) as (i). Former subsec. (i) redesignated (h).
Pub. L. 109–157, § 4(a)(1)Subsec. (j). , redesignated subsec. (k) as (j). Former subsec. (j) redesignated (i).
Pub. L. 109–157, § 4(a)(4)(A)(i)25 U.S.C. 2201Public Law 108–374Subsec. (j)(2)(A)(ii)(I). , substituted “the date that is 1 year after the date on which the Secretary publishes a notice of certification under section 8(a)(4) of the American Indian Probate Reform Act of 2004 ( note; )” for “”.
Pub. L. 109–157, § 4(a)(4)(A)(ii)Subsec. (j)(2)(A)(iii). , struck out “the provisions of” before “subsection (a)(2)(A)” and made technical amendment to reference in original act which appears in text as reference to subsection (a)(2)(A) in introductory provisions.
Pub. L. 109–157, § 4(a)(4)(B)Subsec. (j)(8)(D). , struck out “the provisions of” before “subsection (a)(2)(D)” and made technical amendment to reference in original act which appears in text as reference to subsection (a)(2)(D).
Pub. L. 109–157, § 4(a)(4)(C)oSubsec. (j)(9)(C). , made technical amendment to reference in original act which appears in text as reference to subsection (e) and substituted “subsection ()” for “subsection (p)”.
Pub. L. 109–157, § 4(a)(1)loSubsecs. (k) to (n). , redesignated subsecs. () to () as (k) to (n), respectively. Former subsec. (k) redesignated (j).
oPub. L. 109–157, § 4(a)(1)ooSubsec. (). , redesignated subsec. (p) as (). Former subsec. () redesignated (n).
oPub. L. 109–157, § 4(a)(5)(A)(i)Subsec. ()(2). , substituted “subparagraph (A) or (D) of subsection (a)(2)” for “subsection (a)(2)(A) or (D)” in introductory provisions.
oPub. L. 109–157, § 4(a)(5)(A)(ii)Subsec. ()(2)(A). , made technical amendment to reference in original act which appears in text as reference to subsection (b)(1)(A).
oPub. L. 109–157, § 4(a)(5)(B)Subsec. ()(3)(B). , substituted “subparagraph (A) or (D) of subsection (a)(2)” for “subsection (a)(2)(A) or (D)”.
oPub. L. 109–157, § 4(a)(5)(C)Subsec. ()(6). , designated first sentence as subpar. (A), inserted subpar. heading, added subpar. (B), and struck out former second sentence which read as follows: “The proceeds attributable to an heir or devisee shall be held in an account as trust personalty if the interest sold would have otherwise passed to the heir or devisee in trust or restricted status.”
Pub. L. 108–374, § 3(a)2004—Subsec. (a). , added subsec. (a) and struck out heading and text of former subsec. (a) which related to testamentary disposition.
Pub. L. 108–374, § 3(b)Subsec. (b). , added subsec. (b) and struck out heading and text of former subsec. (b) which related to intestate succession.
Pub. L. 108–374, § 3(c)Subsec. (c). , added text of subsec. (c) and struck out text of former subsec. (c) which related to ownership interests in the same parcel of trust or restricted lands devised or passed to more than one person.
Pub. L. 108–374, § 6(e)(1)Subsec. (f)(1). , added par. (1) and struck out heading and text of former par. (1). Text read as follows: “The Secretary shall provide estate planning assistance in accordance with this subsection, to the extent amounts are appropriated for such purpose.”
Pub. L. 108–374, § 6(e)(2)Subsec. (f)(2)(B) to (D). , added subpars. (B) and (C) and redesignated former subpar. (B) as (D).
Pub. L. 108–374, § 6(e)(3)Subsec. (f)(3), (4). , added pars. (3) and (4) and struck out heading and text of former par. (3). Text read as follows: “In carrying out this section, the Secretary may enter into contracts with entities that have expertise in Indian estate planning and tribal probate codes.”
Pub. L. 108–374, § 6(a)(4)Subsec. (g). , struck out heading and text of subsec. (g) which related to notification to Indian tribes and owners of trust or restricted lands of amendments made by the Indian Land Consolidation Act Amendments of 2000.
Pub. L. 108–374, § 3(d)Subsecs. (h) to (k). , added subsecs. (h) to (k).
loPub. L. 108–374, § 6(e)(4)loSubsecs. () to (). , which directed amendment of section by adding subsecs. () to () at end, was executed by adding those subsecs. after subsec. (k), to reflect the probable intent of Congress.
Pub. L. 108–374, § 6(a)(2)Subsec. (p). , added subsec. (p).
Statutory Notes and Related Subsidiaries
Effective Date of 2008 Amendment
Pub. L. 110–453, title II, § 207(f)122 Stat. 5033
Testamentary disposition .—
Small undivided interests in indian lands .—
Effective Date of 2005 Amendment
Pub. L. 109–157Pub. L. 108–374section 9 of Pub. L. 109–157section 5107 of this titleAmendment by effective as if included in , see , set out as a note under .
Effective Date of 2004 Amendment
Pub. L. 108–374Pub. L. 108–374section 6(a)(4) of Pub. L. 108–374section 8(b) of Pub. L. 108–374section 2201 of this titleAmendment by applicable on and after the date that is 1 year after , except that subsecs. (e) and (f) of this section (as amended by ), subsec. (g) of this section (as in effect on ), and amendment by are applicable as of , see , set out as a Notice; Effective Date of 2004 Amendment note under .
Judicial Review
Pub. L. 106–462, title I, § 104114 Stat. 2006, , , provided that after the Secretary of the Interior provided the certification required under former subsec. (g)(4) of this section, the owner of an interest in trust or restricted land could bring an administrative action to challenge the application of this section to the devise or descent of his or her interest or interests in trust or restricted lands, and could seek judicial review of the final decision of the Secretary with respect to such challenge.