Glossary entry (derived from question below)
English term or phrase:
homestead allowance
Polish translation:
świadczenie z określonych/wybranych składników majątku zmarłego znajdujących się w jego głównym miejscu zamieszkania
Added to glossary by
Justyna Mysłowska
Jan 4, 2023 21:46
1 yr ago
24 viewers *
English term
Poland
Sworn translator with a degree in law
Native in: Polish 
Works in: English to Polish, Polish to English
homestead allowance
English to Polish
Law/Patents
Law (general)
Prawo spadkowe
Michigan Compiled Laws - Intestate Succession
700.2104 Requirement that heir survive decedent for 120 hours.
Sec. 2104.
An individual who fails to survive the decedent by 120 hours is considered to have predeceased the decedent for purposes of homestead allowance, exempt property, and intestate succession, and the decedent's heirs are determined accordingly.
Znalazłam takie coś: https://www.leitchlaw.com/single-post/2020/05/01/family-exem...
"three rights of a surviving spouse when there are also surviving minor children: The Family Allowance, the Exempt Property Allowance, and the Homestead Allowance. The Family Allowance has priority over all claims against the estate. The right to Exempt Property has priority over all claims against the estate except the Family Allowance. The Homestead Allowance has priority over all claims against the estate, except the Family allowance and the right to Exempt Property.”
"The Homestead Allowance entitles the surviving spouse (or the surviving minor children, if there is no surviving spouse) to an allowance of $20,000 from the estate. The Homestead Allowance is in addition to the Family Allowance and the Exempt Property Allowance. The Homestead Allowance replaces any share given to the surviving spouse or minor children by will or intestate succession unless that share is less than $20,000. If the share is under $20,000, the surviving spouse or minor children may claim as much of the Homestead Allowance as needed to bring the total amount to $20,000. For decedents whose date of death is after 2016, the surviving spouse may claim both their elective share and the Homestead Allowance."
Czy to jest jakiś rodzaj zachowku?
700.2104 Requirement that heir survive decedent for 120 hours.
Sec. 2104.
An individual who fails to survive the decedent by 120 hours is considered to have predeceased the decedent for purposes of homestead allowance, exempt property, and intestate succession, and the decedent's heirs are determined accordingly.
Znalazłam takie coś: https://www.leitchlaw.com/single-post/2020/05/01/family-exem...
"three rights of a surviving spouse when there are also surviving minor children: The Family Allowance, the Exempt Property Allowance, and the Homestead Allowance. The Family Allowance has priority over all claims against the estate. The right to Exempt Property has priority over all claims against the estate except the Family Allowance. The Homestead Allowance has priority over all claims against the estate, except the Family allowance and the right to Exempt Property.”
"The Homestead Allowance entitles the surviving spouse (or the surviving minor children, if there is no surviving spouse) to an allowance of $20,000 from the estate. The Homestead Allowance is in addition to the Family Allowance and the Exempt Property Allowance. The Homestead Allowance replaces any share given to the surviving spouse or minor children by will or intestate succession unless that share is less than $20,000. If the share is under $20,000, the surviving spouse or minor children may claim as much of the Homestead Allowance as needed to bring the total amount to $20,000. For decedents whose date of death is after 2016, the surviving spouse may claim both their elective share and the Homestead Allowance."
Czy to jest jakiś rodzaj zachowku?
Proposed translations
(Polish)
| 2 | świadczenie z majątku znajdującego się w głównym miejscu zamieszkania (zmarłego) [ang.homestead al.] |
mike23
|
| 3 +1 | kwoty niepodlegające zajęciu |
Frank Szmulowicz, Ph. D.
|
References
| The Homestead Allowance |
geopiet
|
Proposed translations
16 hrs
Selected
świadczenie z majątku znajdującego się w głównym miejscu zamieszkania (zmarłego) [ang.homestead al.]
świadczenie z majątku znajdującego się w głównym miejscu zamieszkania (zmarłego) [ang. homestead allowance]
---
First, it’s helpful to get some definitions straight. A “homestead,” legally speaking, refers to one’s primary residence. You might have a house and cottage in Michigan and perhaps a condo in another state where you spend the cold weather months. It is possible to have multiple residences, but only one primary residence, or homestead.
...
Is the Homestead Exemption the Same as the Michigan Homestead Allowance?
They sound similar, but the Michigan homestead exemption and the Michigan homestead allowance are not the same thing. In Michigan, the surviving spouse of a deceased person (decedent) is entitled to claim a homestead allowance of an amount adjusted annually for inflation. In 2021, the homestead allowance amount is $24,000. If there is no surviving spouse, the allowance will be divided among the decedent’s surviving minor and dependent adult children.
The homestead allowance has priority over most other claims against a probate estate, with the exception of the costs of administering the estate and the decedent’s reasonable funeral and burial expenses. Priority means that if there are not enough assets in the estate to pay all claims, a claim with priority (such as the homestead allowance) will be paid before other claims.
The homestead allowance is paid to a surviving spouse or minor/dependent children in addition to any share of the estate to which they were entitled under the decedent’s will or Michigan law.
https://www.formyplan.com/estates-trusts/probate-litigation/...
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Note added at 16 hrs (2023-01-05 13:57:33 GMT)
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SELECTION OF HOMESTEAD ALLOWANCE AND EXEMPT PROPERTY
https://www.courts.michigan.gov/4a7eb9/siteassets/forms/scao...
Understanding Michigan’s Homestead Allowance, Family Allowance, and Exempt Property
...
As described in Michigan’s Estates and Protected Individuals Code (EPIC), the priority allowances to which a decedent’s surviving spouse and dependent children are entitled are the homestead allowance; the family allowance; and exempt property.
...
Homestead Allowance
A surviving spouse of the decedent is entitled to a homestead allowance of $15,000* (adjusted to $24,000 as of 2020, as provided in section 1210). If there is no surviving spouse, the decedent’s minor and dependent adult children may share the amount of the allowance, divided equally.
The homestead allowance is exempt from and has priority of other claims against the estate, except administration costs and expenses and reasonable funeral and burial expenses. Broadly speaking, the homestead allowance is payable in addition to any share of the estate that passes to the surviving spouse or minor or dependent children by the will of the decedent, intestate succession, or elective share.
https://patricklegal.com/michigan-homestead-allowance-family...
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Note added at 23 hrs (2023-01-05 21:00:14 GMT)
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Prawdopodobnie powinno być tak, jak poniżej, ponieważ składniki majątku są określane/wybierane przez pozostałego przy życiu małżonka lub dzieci [SELECTION OF HOMESTEAD ALLOWANCE AND EXEMPT PROPERTY]:
świadczenie z określonych/wybranych składników majątku zmarłego znajdujących się w jego głównym miejscu zamieszkania
--------------------------------------------------
Note added at 2 days 18 hrs (2023-01-07 16:33:40 GMT)
--------------------------------------------------
What is a homestead?
Your homestead is the place where you have your permanent home. It is the place to which you plan to return whenever you go away. You must be the owner and occupant or be contracted to pay rent and occupy the dwelling. You can only have one homestead at a time. Cottages, second homes, property you own and rent/lease to others, and college dormitories do not qualify as a homestead.
https://www.michigan.gov/taxes/property/ind-exempt-defer/hom...
SELECTION OF HOMESTEAD ALLOWANCE AND EXEMPT PROPERTY
Estate of......................................
1. I, .............................., am interested in this estate as (Relation)..................... of the decedent.
2. The following property is selected as homestead allowance as authorized by MCL 700.2402: .............................
https://www.courts.michigan.gov/4a7eb9/siteassets/forms/scao...
---
First, it’s helpful to get some definitions straight. A “homestead,” legally speaking, refers to one’s primary residence. You might have a house and cottage in Michigan and perhaps a condo in another state where you spend the cold weather months. It is possible to have multiple residences, but only one primary residence, or homestead.
...
Is the Homestead Exemption the Same as the Michigan Homestead Allowance?
They sound similar, but the Michigan homestead exemption and the Michigan homestead allowance are not the same thing. In Michigan, the surviving spouse of a deceased person (decedent) is entitled to claim a homestead allowance of an amount adjusted annually for inflation. In 2021, the homestead allowance amount is $24,000. If there is no surviving spouse, the allowance will be divided among the decedent’s surviving minor and dependent adult children.
The homestead allowance has priority over most other claims against a probate estate, with the exception of the costs of administering the estate and the decedent’s reasonable funeral and burial expenses. Priority means that if there are not enough assets in the estate to pay all claims, a claim with priority (such as the homestead allowance) will be paid before other claims.
The homestead allowance is paid to a surviving spouse or minor/dependent children in addition to any share of the estate to which they were entitled under the decedent’s will or Michigan law.
https://www.formyplan.com/estates-trusts/probate-litigation/...
--------------------------------------------------
Note added at 16 hrs (2023-01-05 13:57:33 GMT)
--------------------------------------------------
SELECTION OF HOMESTEAD ALLOWANCE AND EXEMPT PROPERTY
https://www.courts.michigan.gov/4a7eb9/siteassets/forms/scao...
Understanding Michigan’s Homestead Allowance, Family Allowance, and Exempt Property
...
As described in Michigan’s Estates and Protected Individuals Code (EPIC), the priority allowances to which a decedent’s surviving spouse and dependent children are entitled are the homestead allowance; the family allowance; and exempt property.
...
Homestead Allowance
A surviving spouse of the decedent is entitled to a homestead allowance of $15,000* (adjusted to $24,000 as of 2020, as provided in section 1210). If there is no surviving spouse, the decedent’s minor and dependent adult children may share the amount of the allowance, divided equally.
The homestead allowance is exempt from and has priority of other claims against the estate, except administration costs and expenses and reasonable funeral and burial expenses. Broadly speaking, the homestead allowance is payable in addition to any share of the estate that passes to the surviving spouse or minor or dependent children by the will of the decedent, intestate succession, or elective share.
https://patricklegal.com/michigan-homestead-allowance-family...
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Note added at 23 hrs (2023-01-05 21:00:14 GMT)
--------------------------------------------------
Prawdopodobnie powinno być tak, jak poniżej, ponieważ składniki majątku są określane/wybierane przez pozostałego przy życiu małżonka lub dzieci [SELECTION OF HOMESTEAD ALLOWANCE AND EXEMPT PROPERTY]:
świadczenie z określonych/wybranych składników majątku zmarłego znajdujących się w jego głównym miejscu zamieszkania
--------------------------------------------------
Note added at 2 days 18 hrs (2023-01-07 16:33:40 GMT)
--------------------------------------------------
What is a homestead?
Your homestead is the place where you have your permanent home. It is the place to which you plan to return whenever you go away. You must be the owner and occupant or be contracted to pay rent and occupy the dwelling. You can only have one homestead at a time. Cottages, second homes, property you own and rent/lease to others, and college dormitories do not qualify as a homestead.
https://www.michigan.gov/taxes/property/ind-exempt-defer/hom...
SELECTION OF HOMESTEAD ALLOWANCE AND EXEMPT PROPERTY
Estate of......................................
1. I, .............................., am interested in this estate as (Relation)..................... of the decedent.
2. The following property is selected as homestead allowance as authorized by MCL 700.2402: .............................
https://www.courts.michigan.gov/4a7eb9/siteassets/forms/scao...
4 KudoZ points awarded for this answer.
Comment: "Wydaje mi się, że trzeba tutaj wprowadzić właśnie takie rozróżnienie. Dziękuję za pomoc."
+1
5 hrs
Frank Szmulowicz, Ph. D.
United States
United States
Native in English
&
Polish
Works in field
United States
On time, on target, on budget.
Native in: English , Polish
Works in: Polish to English, English to Polish, Russian to Polish, and 1 more.
Related KudoZ points
:
2095
kwoty niepodlegające zajęciu
When someone passes away, their assets are to be distributed. It doesn’t matter if it’s testate or intestate, monetary or physical assets. Everything associated with the estate will be properly distributed. In addition, creditors will be able to make claims on the decedent’s estate. However, a surviving spouse and his or her children are entitled to be allowed property that is part of the estate before the distribution and creditor claims are settled. With the Selection of Homestead Allowance and Exempt Property form, the spouse and children have the rights to be granted allowance to the property and make some exempt from creditors.
https://theprobatepro.com/selection-of-homestead-allowance-a...
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Note added at 13 hrs (2023-01-05 11:34:58 GMT)
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ccccc
An amount of property, worth up to $27,000, payable to the surviving spouse of the person who died, if any. If the person did not leave a spouse, this amount is divided equally between all of the person's minor children and dependent children (even if adults). If the person did not have any minor or dependent children, then the Personal Representative does not have to pay this Allowance.
The spouse (or children) can usually choose the property that makes up the Homestead Allowance, including cash, real property, personal property or any combination. But they cannot choose property that is left specifically to someone else under the Will unless the estate does not have enough other property. Property that is not money is valued as of the date it is transferred. The Homestead Allowance passes free from creditor claims against the estate.
https://courts.alaska.gov/shc/probate/probateglossary.htm#ho...
https://theprobatepro.com/selection-of-homestead-allowance-a...
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Note added at 13 hrs (2023-01-05 11:34:58 GMT)
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ccccc
An amount of property, worth up to $27,000, payable to the surviving spouse of the person who died, if any. If the person did not leave a spouse, this amount is divided equally between all of the person's minor children and dependent children (even if adults). If the person did not have any minor or dependent children, then the Personal Representative does not have to pay this Allowance.
The spouse (or children) can usually choose the property that makes up the Homestead Allowance, including cash, real property, personal property or any combination. But they cannot choose property that is left specifically to someone else under the Will unless the estate does not have enough other property. Property that is not money is valued as of the date it is transferred. The Homestead Allowance passes free from creditor claims against the estate.
https://courts.alaska.gov/shc/probate/probateglossary.htm#ho...
Peer comment(s):
| agree |
Adrian MM.
: with the idea of a judg(e)ment-proof margin of such non-attachable amounts -
8 hrs
|
|
Dziękuję Adrianie. Dobra uwaga.
|
Reference comments
2 hrs
Reference:
The Homestead Allowance
15-2-402. HOMESTEAD ALLOWANCE. The homestead allowance is exempt from and has priority over all claims against the estate except as hereinafter set forth. The homestead allowance is in addition to any share passing to the surviving spouse or minor or disabled child by the will of the decedent unless otherwise provided in the will, or by intestate succession, or by way of elective share. The amount of the homestead allowance shall be fifty thousand dollars ($50,000). The homestead allowance is not a right to claim ownership of, or succession to, any homestead owned by the decedent at the time of the decedent’s death but is only the right to claim the sum set forth above. The right to a homestead allowance is determined as follows:
(a) If there is a surviving spouse of the decedent, the surviving spouse shall be entitled to a homestead allowance.
(b) If there is no surviving spouse, and there are one (1) or more children under the age of twenty-one (21) years whom the decedent was obligated to support or children who were in fact being supported by the decedent and who are disabled, as provided in 42 U.S.C. section 1382c, then each such minor or disabled child is entitled to a portion of the homestead allowance in the amount of the homestead allowance divided by the number of such minor or disabled children entitled to receive the homestead allowance.
- https://legislature.idaho.gov/statutesrules/idstat/title15/t...
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Note added at 2 hrs (2023-01-05 00:44:13 GMT)
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P: Jakie są moje prawa jeżeli zostałem wydziedziczony?
O: Prawo Florydy nie wymaga zapisania majątku w spadku określonym osobom, tak więc każda osoba może skutecznie przez testament całkowicie wydziedziczyć każdą osobę oprócz swojego małżonka. Małżonek osoby zmarłej ma zawsze prawo domagać się 30 procent wartości majątku zmarłego jako tzw. „elective share” (prawo do zachowku). Dodatkowo, jeżeli jesteś małżonkiem lub dzieckiem osoby zmarłej, która nie pozostawiła Ci nic w testamencie, możesz mieć pewne dodatkowe prawa zabezpieczające Cię przed całkowitym wydziedziczeniem. Np. jako małżonek na Florydzie możesz mieć również prawo do nieruchomości zmarłego, zakwalifikowanej jako „homestead”. Dzieci i małżonek zmarłego mogą mieć również prawo do tzw. „family allowance”, czyli przydziału rodzinnego do maksymalnej kwoty $ 18,000.00 wypłacanej przed ostatecznym podziałem majątku pomiędzy spadkobierców. Tak więc jeżeli jesteś małżonkiem zmarłego, masz zawsze prawo do co najmniej 30 procent wartości majątku zmarłego (nawet jeżeli zmarły rozporządził majątkiem w inny sposób niż przez testament np. ustanowił trust). - https://www.tikolmt.com/45012-html/
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Note added at 3 hrs (2023-01-05 00:46:41 GMT)
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Niektóre stany nie uznają małżeńskiej wspólnoty majątkowej a niektóre z nich proponują alternatywne rozwiązanie w postaci wyodrębnienia tzw. siedliska lub inaczej miejsca zasiedzenia (homestead). Według tych przepisów mąż i żona, a nawet inni członkowie rodziny mogą zadeklarować dom, teren i ruchomości znajdujące się na terenie ich rodzinnej posiadłości jako jako tzw. siedlisko (homestead) zabezpieczając je w ten sposób przed wszelkimi roszczeniami wierzycieli. Zwykle wartość takiej rezydencji jest ograniczona do jakiejś konkretnej sumy. W niektórych stanach także dom stanowiący współdzierżawę (joint tenancy) może zostać uznany za tzw. siedlisko (homestead).
Przepisy dotyczące wyłączeń siedliska w odniesieniu do podatków lub roszczeń wierzycieli różnią sie zasadniczo w zależności od stanu. Przed podjęciem jakichkolwiek kroków, które miałyby wpływ na twoją siedzibę (homestead), np. postępowania upadłościowego, bankructwa, zawsze skonsultuj się z lokalnym adwokatem aby uniknąć niespodzianek. - http://www.meritum.us/2015/10/09/formy-wlasnosci-w-usa/
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Note added at 3 hrs (2023-01-05 00:48:04 GMT)
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https://www.proz.com/kudoz/english-to-polish/law-contracts/4...
(a) If there is a surviving spouse of the decedent, the surviving spouse shall be entitled to a homestead allowance.
(b) If there is no surviving spouse, and there are one (1) or more children under the age of twenty-one (21) years whom the decedent was obligated to support or children who were in fact being supported by the decedent and who are disabled, as provided in 42 U.S.C. section 1382c, then each such minor or disabled child is entitled to a portion of the homestead allowance in the amount of the homestead allowance divided by the number of such minor or disabled children entitled to receive the homestead allowance.
- https://legislature.idaho.gov/statutesrules/idstat/title15/t...
--------------------------------------------------
Note added at 2 hrs (2023-01-05 00:44:13 GMT)
--------------------------------------------------
P: Jakie są moje prawa jeżeli zostałem wydziedziczony?
O: Prawo Florydy nie wymaga zapisania majątku w spadku określonym osobom, tak więc każda osoba może skutecznie przez testament całkowicie wydziedziczyć każdą osobę oprócz swojego małżonka. Małżonek osoby zmarłej ma zawsze prawo domagać się 30 procent wartości majątku zmarłego jako tzw. „elective share” (prawo do zachowku). Dodatkowo, jeżeli jesteś małżonkiem lub dzieckiem osoby zmarłej, która nie pozostawiła Ci nic w testamencie, możesz mieć pewne dodatkowe prawa zabezpieczające Cię przed całkowitym wydziedziczeniem. Np. jako małżonek na Florydzie możesz mieć również prawo do nieruchomości zmarłego, zakwalifikowanej jako „homestead”. Dzieci i małżonek zmarłego mogą mieć również prawo do tzw. „family allowance”, czyli przydziału rodzinnego do maksymalnej kwoty $ 18,000.00 wypłacanej przed ostatecznym podziałem majątku pomiędzy spadkobierców. Tak więc jeżeli jesteś małżonkiem zmarłego, masz zawsze prawo do co najmniej 30 procent wartości majątku zmarłego (nawet jeżeli zmarły rozporządził majątkiem w inny sposób niż przez testament np. ustanowił trust). - https://www.tikolmt.com/45012-html/
--------------------------------------------------
Note added at 3 hrs (2023-01-05 00:46:41 GMT)
--------------------------------------------------
Niektóre stany nie uznają małżeńskiej wspólnoty majątkowej a niektóre z nich proponują alternatywne rozwiązanie w postaci wyodrębnienia tzw. siedliska lub inaczej miejsca zasiedzenia (homestead). Według tych przepisów mąż i żona, a nawet inni członkowie rodziny mogą zadeklarować dom, teren i ruchomości znajdujące się na terenie ich rodzinnej posiadłości jako jako tzw. siedlisko (homestead) zabezpieczając je w ten sposób przed wszelkimi roszczeniami wierzycieli. Zwykle wartość takiej rezydencji jest ograniczona do jakiejś konkretnej sumy. W niektórych stanach także dom stanowiący współdzierżawę (joint tenancy) może zostać uznany za tzw. siedlisko (homestead).
Przepisy dotyczące wyłączeń siedliska w odniesieniu do podatków lub roszczeń wierzycieli różnią sie zasadniczo w zależności od stanu. Przed podjęciem jakichkolwiek kroków, które miałyby wpływ na twoją siedzibę (homestead), np. postępowania upadłościowego, bankructwa, zawsze skonsultuj się z lokalnym adwokatem aby uniknąć niespodzianek. - http://www.meritum.us/2015/10/09/formy-wlasnosci-w-usa/
--------------------------------------------------
Note added at 3 hrs (2023-01-05 00:48:04 GMT)
--------------------------------------------------
https://www.proz.com/kudoz/english-to-polish/law-contracts/4...
Discussion