Planning for the Passing of Native American Lands to Avoid Further            Fractionation
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Planning for the Passing of Native American Lands to Avoid Further Fractionation. Risk Management Agency. Community Outreach and Assistance Partnership Program. Marsha Goetting MSU Extension Family Economics Specialist Kristin Ruppel MSU Native American Studies Dept.

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Risk management agency l.jpg
Risk Management Agency Further Fractionation

Community Outreach and Assistance Partnership Program


Project facilitators l.jpg

Marsha Goetting Further FractionationMSU Extension Family Economics Specialist

Kristin RuppelMSU Native American Studies Dept.

James B. JohnsonMSU Emeritus Faculty

Keri Hayes

MSU Extension Publications Assistant

Project Facilitators


Blackfeet mt l.jpg

Verna Billedeaux Further FractionationMSU Blackfeet Reservation Extension Agent

Tamara BirdsbillBlackfeet MSU Extension Student Assistant

Blackfeet, MT


Fort belknap mt l.jpg

Don Addy Further FractionationMSU Fort Belknap Reservation Extension Agent

Tony Little OwlFort Belknap MSU Extension Student Assistant

Fort Belknap, MT


Fort peck mt l.jpg

Carrie Sue Archdale Further FractionationFort Peck Community College

Floyd Azure IIFort Peck MSU Extension Student Assistant

Fort Peck, MT


Fort hall idaho l.jpg

Marilyn Bischoff Further FractionationUniversity of Idaho-Boise Center

Extension Family Economics Specialist

Danielle GunnUniversity of Idaho Fort Hall Extension Agent

Carol PabacaroFort HallUniversity of Idaho Extension Student Assistant

Fort Hall, Idaho


Web site for powerpoint slides www montana edu indianland l.jpg

Web site for PowerPoint slides Further Fractionationwww.montana.edu/indianland


American indian probate reform act of 2004 aipra l.jpg

American Further FractionationIndian Probate Reform Act of 2004(AIPRA)


Aipra probate sections l.jpg
AIPRA: Probate Sections Further Fractionation

  • Effective for persons who pass away on or after June 20, 2006


Aipra l.jpg
AIPRA Further Fractionation

  • State law no longer applies to Trust Property when a person passes away without a will.


14 fact sheets l.jpg
14 Fact Sheets Further Fractionation

  • Highlight

  • Describe

  • Illustrate


Definition l.jpg
Definition Further Fractionation

  • Fractionation

    • An increasing number of owners for a land parcel with each passing generation


Fractionation l.jpg
Fractionation Further Fractionation

  • 6 generation family


Slide15 l.jpg

1st Further FractionationGeneration

Original

Allottee


Slide16 l.jpg

2nd Generation Further Fractionation

Original

Allottee

1/3

1/3

1/3


Slide17 l.jpg

3rd Generation Further Fractionation

Original

Allottee

1/3

1/3

1/3

1/9

1/9

1/9


Slide18 l.jpg

4th Generation Further Fractionation

Original

Allottee

1/3

1/3

1/3

1/9

1/9

1/9

1/36

1/36

1/36

1/36


Slide19 l.jpg

5th Generation Further Fractionation

Original

Allottee

1/3

1/3

1/3

1/9

1/9

1/9

1/36

1/36

1/36

1/36

1/144

1/144

1/144

1/144


Slide20 l.jpg

6th Generation Further Fractionation

Original

Allottee

1/3

1/3

1/3

1/9

1/9

1/9

1/36

1/36

1/36

1/36

1/144

1/144

1/144

1/144

?

?

?


Slide21 l.jpg

6th Further FractionationGeneration

Original

Allottee

1/3

1/3

1/3

1/9

1/9

1/9

1/36

1/36

1/36

1/36

1/144

1/144

1/144

1/144

1/432

1/432

1/432


Fractionation by l.jpg
Fractionation by $$$$ Further Fractionation

  • Example

    • Lease Dollar Amounts


Slide23 l.jpg

1st Generation Further Fractionation

$1,002

Annual Income


Slide24 l.jpg

2nd Generation Further Fractionation

$1,002

Annual Income

$334

$334

$334


Slide25 l.jpg

3th Generation Further Fractionation

$1,002

Annual Income

$334

$334

$334

$111.33

$111.33

$111.33


Slide26 l.jpg

4th Generation Further Fractionation

$1,002

Annual Income

$334

$334

$334

$111.33

$111.33

$111.33

$27.83

$27.83

$27.83

$27.83


Slide27 l.jpg

5th Generation Further Fractionation

$1,002

Annual Income

$334

$334

$334

$111.33

$111.33

$111.33

$27.83

$27.83

$27.83

$27.83

$6.96

$6.96

$6.96

$6.96


Slide28 l.jpg

6th Generation Further Fractionation

$1,002

Annual Income

$334

$334

$334

$111.33

$111.33

$111.33

$27.83

$27.83

$27.83

$27.83

$6.96

$6.96

$6.96

$6.96

$2.32

$2.32

$2.32


Montana l.jpg
Montana Further Fractionation

  • For fee land on our reservations:

  • Montana law applies if you pass away without a will.


Personal property l.jpg
Personal Property Further Fractionation

  • AIPRA does not affect:

    • Checking Accounts

    • Saving Accounts

    • Vehicles

  • State of residence or tribal probate laws apply


  • Aipra distribution among eligible heirs l.jpg
    AIPRA distribution among eligible heirs: Further Fractionation

    • Depends on percentage of undivided interest owned by the person who passed away


    Use iti report to determine of ownership l.jpg
    Use ITI Report to determine % of ownership Further Fractionation

    • 5% or more?

    • Less than 5%?


    Example iti report l.jpg

    .0173661111 = 1.7% Ft Peck Further Fractionation

    .156250000 = 15.6% Ft Belknap

    .0078125000 = 0.8% Blackfeet

    .114583333 = 11.5% Ft Peck

    .0078125000 = 0.8% Standing R

    .0260416667 = 2.6% Ft Hall

    Example: ITI Report


    Single heir rule l.jpg
    Single Heir Rule Further Fractionation

    • Undivided interest of less than 5%

      • passes to one person in following order…..


    Single heir rule35 l.jpg
    Single Heir Rule Further Fractionation

    (less than 5% & no will)

    • First priority:

      • Oldest surviving eligible child


    Survivors husband children less than 5 no will l.jpg
    Survivors: Husband & Children Further Fractionation(less than 5% & no will)

    Husband

    0

    Wife

    Child

    Age 18

    0

    Child

    Age 22

    0

    Child

    Age 24

    All


    24 year old receives all l.jpg

    . Further Fractionation0173661111 = 1.7% Ft Peck

    .0156250000 = 1.6% Ft Belknap

    .0078125000 = 0.8% Blackfeet

    .0114583333 = 1.1% Ft Peck

    .0078125000 = 0.8% Standing R

    .0260416667 = 2.6% Ft Hall

    (Each is less than 5%)

    24 year old receives all


    Fact sheet 6 l.jpg
    Fact Sheet #6 Further Fractionation

    • Your Undivided Interest:

      5% or more

    • What Happens If You Pass Away Without a Written Will?


    Parents inherit equally l.jpg
    Parents inherit equally Further Fractionation

    Mother

    1/2

    Father

    1/2

    Single

    Person

    Passed Away

    (5% or more, no will)


    Equal amounts to sisters l.jpg
    Equal Amounts to Sisters Further Fractionation

    Father

    Mother

    Single

    person passed

    away after

    Father & Mother

    1/3

    1/3

    1/3

    (5% or more, no will)


    Slide41 l.jpg

    Two Brothers Survive Further Fractionation

    Sisters passed

    away before brother

    (5% or more & no will)


    Slide42 l.jpg

    Equally to Living Brothers Further Fractionation

    (5% or more & no will)


    Slide43 l.jpg

    Living brother receives all Further Fractionation

    (5% or more & no will)


    Slide44 l.jpg

    Nieces & Nephews Further Fractionation

    Do NOT Inherit

    (5% or more no will)


    Slide45 l.jpg

    Child Further Fractionation

    passed

    away

    before

    parent

    What does grandchild

    receive, if any?

    (5% & more, no will)

    Grandchildren


    Grandchild inherits by right of representation l.jpg

    Child Further Fractionation

    passed

    away

    before

    parent

    Grandchild inherits by right of representation

    (5% & more, no will)

    Grandchildren


    Survivors child grandchildren l.jpg

    Two Further Fractionation

    children

    passed

    away

    before

    parent

    Survivors: Child & Grandchildren

    (5% & more, no will)

    Grandchildren


    Survivors child grandchildren48 l.jpg

    Two Further Fractionation

    children

    passed

    away

    before

    parent

    Survivors: Child & Grandchildren

    (5% & more, no will)

    Grandchildren


    Survivors child grandchildren49 l.jpg
    Survivors: Child & Grandchildren Further Fractionation

    (5% & more, no will)

    Grandchildren


    Survivors child grandchildren50 l.jpg
    Survivors: Child & Grandchildren Further Fractionation

    (5% & more, no will)

    Grandchildren


    Survivors grandchildren l.jpg
    Survivors: Grandchildren Further Fractionation

    All

    children

    passed

    away

    before

    parent

    (5% & more, no will)

    Grandchildren


    Iim accounts l.jpg
    IIM Accounts Further Fractionation

    • Money earned from

      • Leases

      • Timber/Land Sales

      • Grazing

      • Mineral Royalty Payments


    Do i have an iim account l.jpg
    Do I have an IIM account? Further Fractionation

    • Office of the Special Trustee (OST) on each reservation

      • Ledger Report


    Ost phone numbers l.jpg
    OST Phone Numbers Further Fractionation

    Blackfeet: 406-338-7518

    Fort Peck: 406-768-3288

    Fort Belknap: 406-353-2281

    Fort Hall: 208-238-2310


    Survivors parents l.jpg
    Survivors: Parents Further Fractionation

    Father

    1/2

    Mother

    1/2

    Single

    Person


    Iim 5 000 l.jpg
    IIM: $5,000 Further Fractionation

    Dad

    $2,500

    Mother

    $2,500

    Single

    Person


    Survivor one parent l.jpg
    Survivor: One parent Further Fractionation

    Mother

    $5,000

    Father

    Single

    Person


    Iim equally to brothers sisters l.jpg
    IIM equally to brothers & sisters Further Fractionation

    Father

    Mother

    Single

    person passed

    away after

    Father & Mother

    1/3

    1/3

    1/3


    Iim account 3 000 l.jpg
    IIM Account: $3,000 Further Fractionation

    Father

    Mother

    Single

    person passed

    away after

    Father & Mother

    $1,000

    $1,000

    $1,000


    Slide60 l.jpg

    2 living, 2 deceased Further Fractionation

    Sisters passed

    away before brother

    (no will)


    Iim distribution l.jpg
    IIM Distribution Further Fractionation


    Iim distribution62 l.jpg
    IIM Distribution Further Fractionation


    Iim accounts63 l.jpg
    IIM Accounts Further Fractionation

    Wife

    1/3

    Husband

    Equally divide 2/3

    Their

    Child

    2/9

    Their

    Child

    2/9

    Their

    Child

    2/9


    Iim 9 000 l.jpg
    IIM $9,000 Further Fractionation

    Wife

    1/3

    $3,000

    Husband

    Equally divide 2/3 = $6,000

    Their

    Child

    $2,000

    Their

    Child

    $2,000

    Their

    Child

    $2,000


    Slide65 l.jpg

    Wife Further Fractionation

    1/3

    $3,000

    Husband

    $9,000

    Equally divide 2/3 = $6,000

    Their

    Child

    $2,000

    Their

    Child

    $2,000

    Their

    Child

    $2,000

    Grand

    Child

    $1,000

    Grand

    Child

    $1,000

    Grand

    Child

    0


    Writing a will l.jpg
    Writing a Will Further Fractionation

    • Fact Sheet #9


    Written will l.jpg
    Written Will Further Fractionation

    • Pass undivided interests in trust lands and IIM money to whomever you choose


    Does a will have to be written l.jpg
    Does a will have to be written? Further Fractionation

    • YES!!!

      • Includes

        • Typed

        • Computer

        • Handwritten


    Does my will have to be witnessed l.jpg
    Does my will have to be witnessed? Further Fractionation

    • Federal law--YES

    • Two witnesses

      • Neither “should” be a beneficiary in the will


    Bia policy l.jpg
    BIA Policy Further Fractionation

    • Agency staff does not

      • write wills

      • store wills


    American indian probate reform act of 2004 aipra71 l.jpg

    American Further FractionationIndian Probate Reform Act of 2004(AIPRA)

    Updated 12/12/06


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