INDIANA PUZZLE

Winston died intestate leaving $100,000.  His only relatives were his Aunt Susie (on his mother’s side) and her two children Ramona and Abigail, and a second cousin Elvis, on his father’s side (i.e., the son of a deceased cousin). How much does each relative receive?

SOLUTION TO PUZZLE USING INDIANA LAW

Winston left no spouse, brothers, sisters, nephews or nieces, so his Estate is distributed  according to Indiana statute 29-1-2-1 which reads as follows:

If there is no surviving issue, or parent, or issue of a parent, or grandparent of the intestate, then the estate of the decedent shall be divided into that number of shares equal to the sum of:

(A) the number of brothers and sisters of the decedent’s parents surviving the decedent; plus

(B) the number of deceased brothers and sisters of the decedent’s parents leaving issue surviving both them and the decedent;  and

one (1) of the shares shall pass to each of the brothers and sisters of the decedent’s parents, or their respective issue, per stirpes.

Part A is not too difficult to understand.  A brother of Winston’s parent would be his uncle.  A sister of Winston’s parent would be his aunt.  Aunt Susie on his mother’s side is certainly entitled to a share. Her children (Ramona and Abigail) would have inherited a share if Aunt Susie died before Winston, but as it is they inherit nothing.

Part B of the statute takes a bit of thinking.  A deceased brother or sister of the decedent’s parents is a deceased aunt or uncle.  If that deceased aunt or uncle leaves issue (i.e. lineal descendants), then that child inherits a share.  Elvis is a second cousin, that means he is a lineal descendant of an Aunt or Uncle on Winston’s father’s side:

     MATERNAL GRANDPARENTS            PATERNAL GRANDPARENTS  
WINSTON'S MOTHER (deceased)   AUNT SUSIE  WINSTON’S FATHER (deceased)  AUNT (OR UNCLE) (deceased) 
WINSTON’S FIRST COUSIN (deceased)  
ELVIS  (WINSTON’S SECOND COUSIN)  

ANSWER:  Aunt Susie gets $50,000 and Elvis gets $50,000.  

  Store Front  Basket Contents  Checkout  Home Page