{"formats":[{"name":"JSON","format":"json","url":"\/downloads\/2025\/code-json\/64.2-308.1.json"},{"name":"Plain Text","format":"text","url":"\/downloads\/2025\/code-text\/64.2-308.1.txt"},{"name":"XML","format":"xml","url":"\/downloads\/2025\/code-xml\/64.2-308.1.xml"},{"name":"HTML","format":"html","url":"\/downloads\/2025\/code-html\/64.2-308.1.html"}],"law_id":86374,"edition_id":1,"section_id":86374,"structure_id":12865,"section_number":"64.2-308.1","catch_line":"Applicability; definitions","history":"2016, cc. 187, 269.","full_text":"A\n\nThe provisions of this article shall apply to determining the elective share of a surviving spouse for decedents dying on or after January 1, 2017.B\n\nAs used in this article, unless the context requires a different meaning:\n\t\t\t&#8220;Decedent&#8217;s non-probate transfers to others&#8221; means the amounts that are included in the augmented estate under &#xA7; 64.2-308.6.\n\t\t\t&#8220;Fractional interest in property held in joint tenancy with the right of survivorship,&#8221; whether the fractional interest is unilaterally severable or not, means the fraction, the numerator of which is one and the denominator of which, if the decedent was a joint tenant, is one plus the number of joint tenants who survive the decedent and which, if the decedent was not a joint tenant, is the number of joint tenants.\n\t\t\t&#8220;Marriage,&#8221; as it relates to a transfer by the decedent during marriage, means any marriage of the decedent to the decedent&#8217;s surviving spouse.\n\t\t\t&#8220;Non-adverse party&#8221; means a person who does not have a substantial beneficial interest in the trust or other property arrangement that would be adversely affected by the exercise or non-exercise of the power that he possesses respecting the trust or other property arrangement. A person having a general power of appointment over property is deemed to have a beneficial interest in the property.\n\t\t\t&#8220;Power&#8221; or &#8220;power of appointment&#8221; includes a power to designate the beneficiary of a beneficiary designation.\n\t\t\t&#8220;Presently exercisable general power of appointment&#8221; means a power of appointment under which, at the time in question, the decedent, whether or not he then had the capacity to exercise the power, held a power to create a present or future interest in himself, his creditors, his estate, or creditors of his estate, and includes a power to revoke or invade the principal of a trust or other property arrangement.\n\t\t\t&#8220;Property&#8221; includes values subject to a beneficiary designation.\n\t\t\t&#8220;Right to income&#8221; includes a right to payments under a commercial or private annuity, an annuity trust, a unitrust, or a similar arrangement.\n\t\t\t&#8220;Transfer,&#8221; as it relates to a transfer by or of the decedent, includes (i) an exercise or release of a presently exercisable general power of appointment held by the decedent, (ii) a lapse at death of a presently exercisable general power of appointment held by the decedent, and (iii) an exercise, release, or lapse of a general power of appointment that the decedent created in himself and of a power described in subdivision 2 b of &#xA7; 64.2-308.6 that the decedent conferred on a non-adverse party.","order_by":null,"text":{"0":{"id":309322,"text":"The provisions of this article shall apply to determining the elective share of a surviving spouse for decedents dying on or after January 1, 2017.","type":"section","prefixes":["A"],"prefix":"A","entire_prefix":"A","prefix_anchor":"A","level":1,"next_prefix":"B"},"1":{"id":309323,"text":"As used in this article, unless the context requires a different meaning:\n\t\t\t&#8220;Decedent&#8217;s non-probate transfers to others&#8221; means the amounts that are included in the augmented estate under &#xA7; 64.2-308.6.\n\t\t\t&#8220;Fractional interest in property held in joint tenancy with the right of survivorship,&#8221; whether the fractional interest is unilaterally severable or not, means the fraction, the numerator of which is one and the denominator of which, if the decedent was a joint tenant, is one plus the number of joint tenants who survive the decedent and which, if the decedent was not a joint tenant, is the number of joint tenants.\n\t\t\t&#8220;Marriage,&#8221; as it relates to a transfer by the decedent during marriage, means any marriage of the decedent to the decedent&#8217;s surviving spouse.\n\t\t\t&#8220;Non-adverse party&#8221; means a person who does not have a substantial beneficial interest in the trust or other property arrangement that would be adversely affected by the exercise or non-exercise of the power that he possesses respecting the trust or other property arrangement. A person having a general power of appointment over property is deemed to have a beneficial interest in the property.\n\t\t\t&#8220;Power&#8221; or &#8220;power of appointment&#8221; includes a power to designate the beneficiary of a beneficiary designation.\n\t\t\t&#8220;Presently exercisable general power of appointment&#8221; means a power of appointment under which, at the time in question, the decedent, whether or not he then had the capacity to exercise the power, held a power to create a present or future interest in himself, his creditors, his estate, or creditors of his estate, and includes a power to revoke or invade the principal of a trust or other property arrangement.\n\t\t\t&#8220;Property&#8221; includes values subject to a beneficiary designation.\n\t\t\t&#8220;Right to income&#8221; includes a right to payments under a commercial or private annuity, an annuity trust, a unitrust, or a similar arrangement.\n\t\t\t&#8220;Transfer,&#8221; as it relates to a transfer by or of the decedent, includes (i) an exercise or release of a presently exercisable general power of appointment held by the decedent, (ii) a lapse at death of a presently exercisable general power of appointment held by the decedent, and (iii) an exercise, release, or lapse of a general power of appointment that the decedent created in himself and of a power described in subdivision 2 b of &#xA7; 64.2-308.6 that the decedent conferred on a non-adverse party.","type":"section","prefixes":["B"],"prefix":"B","entire_prefix":"B","prefix_anchor":"B","level":1,"prior_prefix":"A"}},"ancestry":[{"id":12865,"edition_id":1,"name":"Elective Share of Surviving Spouse of Decedent Dying on or After January 1, 2017","identifier":"1.1","label":"article","depth":4,"order_by":1,"parent_id":12864,"metadata":{},"date_created":"2026-06-26 03:43:57","date_modified":"2026-06-26 03:43:57","permalink":{"id":272983,"object_type":"structure","relational_id":12865,"identifier":"1.1","token":"64.2\/II\/3\/1.1","url":"\/64.2\/II\/3\/1.1\/","edition_id":1,"permalink":0,"preferred":1}},{"id":12864,"edition_id":1,"name":"Rights of Married Persons","identifier":"3","label":"chapter","depth":3,"order_by":1,"parent_id":12863,"metadata":{},"date_created":"2026-06-26 03:43:57","date_modified":"2026-06-26 03:43:57","permalink":{"id":272943,"object_type":"structure","relational_id":12864,"identifier":"3","token":"64.2\/II\/3","url":"\/64.2\/II\/3\/","edition_id":1,"permalink":0,"preferred":1}},{"id":12863,"edition_id":1,"name":"Wills and Decedents' Estates","identifier":"II","label":"subtitle","depth":2,"order_by":1,"parent_id":12723,"metadata":{},"date_created":"2026-06-26 03:43:57","date_modified":"2026-06-26 03:43:57","permalink":{"id":272911,"object_type":"structure","relational_id":12863,"identifier":"II","token":"64.2\/II","url":"\/64.2\/II\/","edition_id":1,"permalink":0,"preferred":1}},{"id":12723,"edition_id":1,"name":"Wills, Trusts, and Fiduciaries","identifier":"64.2","label":"title","depth":1,"order_by":1,"parent_id":null,"metadata":{},"date_created":"2026-06-26 03:43:50","date_modified":"2026-06-26 03:43:50","permalink":{"id":272781,"object_type":"structure","relational_id":12723,"identifier":"64.2","token":"64.2","url":"\/64.2\/","edition_id":1,"permalink":0,"preferred":1}}],"structure_contents":[{"id":86374,"structure_id":12865,"section_number":"64.2-308.1","catch_line":"Applicability; definitions","url":"\/64.2-308.1\/","token":"64.2\/II\/3\/1.1\/64.2-308.1","metadata":false},{"id":57764,"structure_id":12865,"section_number":"64.2-308.10","catch_line":"Sources from which elective share payable","url":"\/64.2-308.10\/","token":"64.2\/II\/3\/1.1\/64.2-308.10","metadata":false},{"id":61941,"structure_id":12865,"section_number":"64.2-308.11","catch_line":"Personal liability of recipients","url":"\/64.2-308.11\/","token":"64.2\/II\/3\/1.1\/64.2-308.11","metadata":false},{"id":58055,"structure_id":12865,"section_number":"64.2-308.12","catch_line":"Proceeding for elective share; time limit","url":"\/64.2-308.12\/","token":"64.2\/II\/3\/1.1\/64.2-308.12","metadata":false},{"id":69369,"structure_id":12865,"section_number":"64.2-308.13","catch_line":"Right of election personal to surviving spouse; incapacitated surviving spouse","url":"\/64.2-308.13\/","token":"64.2\/II\/3\/1.1\/64.2-308.13","metadata":false},{"id":66052,"structure_id":12865,"section_number":"64.2-308.14","catch_line":"Waiver of right to elect and of other rights; defenses","url":"\/64.2-308.14\/","token":"64.2\/II\/3\/1.1\/64.2-308.14","metadata":false},{"id":53998,"structure_id":12865,"section_number":"64.2-308.15","catch_line":"Protection of payors and other third parties","url":"\/64.2-308.15\/","token":"64.2\/II\/3\/1.1\/64.2-308.15","metadata":false},{"id":79802,"structure_id":12865,"section_number":"64.2-308.16","catch_line":"Rights in family residence","url":"\/64.2-308.16\/","token":"64.2\/II\/3\/1.1\/64.2-308.16","metadata":false},{"id":80426,"structure_id":12865,"section_number":"64.2-308.17","catch_line":"Statutory rights barred by desertion or abandonment","url":"\/64.2-308.17\/","token":"64.2\/II\/3\/1.1\/64.2-308.17","metadata":false},{"id":72651,"structure_id":12865,"section_number":"64.2-308.2","catch_line":"Dower or curtesy abolished","url":"\/64.2-308.2\/","token":"64.2\/II\/3\/1.1\/64.2-308.2","metadata":false},{"id":57125,"structure_id":12865,"section_number":"64.2-308.3","catch_line":"Elective share amount; effect of election on statutory benefits; non-domiciliary","url":"\/64.2-308.3\/","token":"64.2\/II\/3\/1.1\/64.2-308.3","metadata":false},{"id":56825,"structure_id":12865,"section_number":"64.2-308.4","catch_line":"Composition of the augmented estate; marital property portion","url":"\/64.2-308.4\/","token":"64.2\/II\/3\/1.1\/64.2-308.4","metadata":false},{"id":75341,"structure_id":12865,"section_number":"64.2-308.5","catch_line":"Decedent's net probate estate","url":"\/64.2-308.5\/","token":"64.2\/II\/3\/1.1\/64.2-308.5","metadata":false},{"id":73894,"structure_id":12865,"section_number":"64.2-308.6","catch_line":"Decedent's non-probate transfers to others","url":"\/64.2-308.6\/","token":"64.2\/II\/3\/1.1\/64.2-308.6","metadata":false},{"id":68829,"structure_id":12865,"section_number":"64.2-308.7","catch_line":"Decedent's non-probate transfers to the surviving spouse","url":"\/64.2-308.7\/","token":"64.2\/II\/3\/1.1\/64.2-308.7","metadata":false},{"id":54460,"structure_id":12865,"section_number":"64.2-308.8","catch_line":"Surviving spouse's property and non-probate transfers to others","url":"\/64.2-308.8\/","token":"64.2\/II\/3\/1.1\/64.2-308.8","metadata":false},{"id":80125,"structure_id":12865,"section_number":"64.2-308.9","catch_line":"Exclusions, valuation, and overlapping application","url":"\/64.2-308.9\/","token":"64.2\/II\/3\/1.1\/64.2-308.9","metadata":false}],"next_section":{"id":57764,"structure_id":12865,"section_number":"64.2-308.10","catch_line":"Sources from which elective share payable","url":"\/64.2-308.10\/","token":"64.2\/II\/3\/1.1\/64.2-308.10","metadata":false},"metadata":false,"official_url":"https:\/\/law.lis.virginia.gov\/vacode\/64.2-308.1\/","history_text":"<p>This law was first created in 2016. The record of its establishment is cataloged in chapters <a href=\"https:\/\/legacylis.virginia.gov\/cgi-bin\/legp604.exe?161+ful+CHAP0187\">187<\/a> and <a href=\"https:\/\/legacylis.virginia.gov\/cgi-bin\/legp604.exe?161+ful+CHAP0269\">269<\/a> of that year\u2019s edition of \u201cActs of Assembly,\u201d the annual state publication listing all changes made to the Code of Virginia in that year.<\/p>","references":[{"id":58287,"section_number":"64.2-311","catch_line":"Homestead allowance","order_by":null,"url":"\/64.2-311\/"},{"id":75800,"section_number":"64.2-317","catch_line":"Disposition upon death","order_by":null,"url":"\/64.2-317\/"},{"id":75441,"section_number":"64.2-556","catch_line":"Order to creditors to show cause against distribution of estate to legatees or distributees; liability of legatees or distributees to refund","order_by":null,"url":"\/64.2-556\/"},{"id":81858,"section_number":"64.2-632","catch_line":"Effect of transfer on death deed at transferor's death","order_by":null,"url":"\/64.2-632\/"}],"refers_to":[{"id":73894,"section_number":"64.2-308.6","catch_line":"Decedent's non-probate transfers to others","order_by":null,"url":"\/64.2-308.6\/"}],"permalink":{"id":272985,"object_type":"law","relational_id":86374,"identifier":"64.2-308.1","token":"64.2\/II\/3\/1.1\/64.2-308.1","url":"\/64.2-308.1\/","edition_id":1,"permalink":0,"preferred":1},"url":"\/64.2-308.1\/","token":"64.2\/II\/3\/1.1\/64.2-308.1","dublin_core":{"Title":"Applicability; definitions","Type":"Text","Format":"text\/html","Identifier":"\u00a7 64.2-308.1","Relation":"Code of Virginia"},"html":"\n\t\t\t\t\t\t<section id=\"A\"><p><span class=\"prefix-number\">A.<\/span> The provisions of this article shall apply to determining the elective share of a surviving spouse for decedents dying on or after January 1, 2017. <a id=\"paragraph-309322\" class=\"section-permalink\" href=\"https:\/\/vacode.org\/64.2-308.1\/#A\"><i class=\"fa fa-link\"><\/i><\/a><\/p><\/section>\n\t\t\t\t\t\t<section id=\"B\"><p><span class=\"prefix-number\">B.<\/span> As used in this article, unless the context requires a different meaning:\n\t\t\t&#8220;Decedent&#8217;s non-probate transfers to others&#8221; means the amounts that are included in the augmented estate under &#xA7; <a class=\"law\" title=\"Decedent&#039;s non-probate transfers to others\" href=\"\/64.2-308.6\/\">64.2-308.6<\/a>.\n\t\t\t&#8220;Fractional interest in <span class=\"dictionary\">property<\/span> held in joint tenancy with the right of survivorship,&#8221; whether the fractional interest is unilaterally severable or not, means the fraction, the numerator of which is one and the denominator of which, if the decedent was a joint tenant, is one plus the number of joint tenants who survive the decedent and which, if the decedent was not a joint tenant, is the number of joint tenants.\n\t\t\t&#8220;Marriage,&#8221; as it relates to a transfer by the decedent during marriage, means any marriage of the decedent to the decedent&#8217;s surviving spouse.\n\t\t\t&#8220;<span class=\"dictionary\">Non-adverse party<\/span>&#8221; means a person who does not have a substantial beneficial interest in the trust or other <span class=\"dictionary\">property<\/span> arrangement that would be adversely affected by the exercise or non-exercise of the power that he possesses respecting the trust or other <span class=\"dictionary\">property<\/span> arrangement. A person having a general <span class=\"dictionary\">power of appointment<\/span> over <span class=\"dictionary\">property<\/span> is deemed to have a beneficial interest in the <span class=\"dictionary\">property<\/span>.\n\t\t\t&#8220;Power&#8221; or &#8220;<span class=\"dictionary\">power of appointment<\/span>&#8221; includes a power to designate the beneficiary of a beneficiary designation.\n\t\t\t&#8220;<span class=\"dictionary\">Presently exercisable general <span class=\"dictionary\">power of appointment<\/span><\/span>&#8221; means a <span class=\"dictionary\">power of appointment<\/span> under which, at the time in question, the decedent, whether or not he then had the capacity to exercise the power, held a power to create a present or future interest in himself, his <span class=\"dictionary\">creditors<\/span>, his estate, or <span class=\"dictionary\">creditors<\/span> of his estate, and includes a power to revoke or invade the principal of a trust or other <span class=\"dictionary\">property<\/span> arrangement.\n\t\t\t&#8220;<span class=\"dictionary\">Property<\/span>&#8221; includes <span class=\"dictionary\">values<\/span> subject to a beneficiary designation.\n\t\t\t&#8220;<span class=\"dictionary\">Right to income<\/span>&#8221; includes a right to payments under a commercial or private annuity, an annuity trust, a unitrust, or a similar arrangement.\n\t\t\t&#8220;Transfer,&#8221; as it relates to a transfer by or of the decedent, includes (i) an exercise or release of a <span class=\"dictionary\">presently exercisable general <span class=\"dictionary\">power of appointment<\/span><\/span> held by the decedent, (ii) a lapse at death of a <span class=\"dictionary\">presently exercisable general <span class=\"dictionary\">power of appointment<\/span><\/span> held by the decedent, and (iii) an exercise, release, or lapse of a general <span class=\"dictionary\">power of appointment<\/span> that the decedent created in himself and of a power described in subdivision 2 b of &#xA7; <a class=\"law\" title=\"Decedent&#039;s non-probate transfers to others\" href=\"\/64.2-308.6\/\">64.2-308.6<\/a> that the decedent conferred on a <span class=\"dictionary\">non-adverse party<\/span>. <a id=\"paragraph-309323\" class=\"section-permalink\" href=\"https:\/\/vacode.org\/64.2-308.1\/#B\"><i class=\"fa fa-link\"><\/i><\/a><\/p><\/section>","plain_text":"                                 CODE OF VIRGINIA\n\nAPPLICABILITY; DEFINITIONS (\u00a7 64.2-308.1)\n\nA. The provisions of this article shall apply to determining the elective share\nof a surviving spouse for decedents dying on or after January 1, 2017.\n\nB. As used in this article, unless the context requires a different meaning:\n\t\t\t&#8220;Decedent&#8217;s non-probate transfers to others&#8221; means the\namounts that are included in the augmented estate under &#xA7; 64.2-308.6.\n\t\t\t&#8220;Fractional interest in property held in joint tenancy with the right\nof survivorship,&#8221; whether the fractional interest is unilaterally\nseverable or not, means the fraction, the numerator of which is one and the\ndenominator of which, if the decedent was a joint tenant, is one plus the number\nof joint tenants who survive the decedent and which, if the decedent was not a\njoint tenant, is the number of joint tenants.\n\t\t\t&#8220;Marriage,&#8221; as it relates to a transfer by the decedent during\nmarriage, means any marriage of the decedent to the decedent&#8217;s surviving\nspouse.\n\t\t\t&#8220;Non-adverse party&#8221; means a person who does not have a\nsubstantial beneficial interest in the trust or other property arrangement that\nwould be adversely affected by the exercise or non-exercise of the power that he\npossesses respecting the trust or other property arrangement. A person having a\ngeneral power of appointment over property is deemed to have a beneficial\ninterest in the property.\n\t\t\t&#8220;Power&#8221; or &#8220;power of appointment&#8221; includes a power to\ndesignate the beneficiary of a beneficiary designation.\n\t\t\t&#8220;Presently exercisable general power of appointment&#8221; means a\npower of appointment under which, at the time in question, the decedent, whether\nor not he then had the capacity to exercise the power, held a power to create a\npresent or future interest in himself, his creditors, his estate, or creditors\nof his estate, and includes a power to revoke or invade the principal of a trust\nor other property arrangement.\n\t\t\t&#8220;Property&#8221; includes values subject to a beneficiary designation.\n\t\t\t&#8220;Right to income&#8221; includes a right to payments under a commercial\nor private annuity, an annuity trust, a unitrust, or a similar arrangement.\n\t\t\t&#8220;Transfer,&#8221; as it relates to a transfer by or of the decedent,\nincludes (i) an exercise or release of a presently exercisable general power of\nappointment held by the decedent, (ii) a lapse at death of a presently\nexercisable general power of appointment held by the decedent, and (iii) an\nexercise, release, or lapse of a general power of appointment that the decedent\ncreated in himself and of a power described in subdivision 2 b of &#xA7;\n64.2-308.6 that the decedent conferred on a non-adverse party.\n\nHISTORY: 2016, cc. 187, 269.","edition":{"id":1,"name":"2025","slug":"2025","date_created":"2026-06-21 22:39:22","date_modified":"2026-06-21 22:39:22","current":1,"order_by":1,"last_import":null}}