Section § 5000

Explanation

这项法律规定,某些书面协议或文书,例如保险单或退休计划,如果其中规定了死亡时非遗嘱认证转让,即使它们不符合遗嘱订立的法律要求,也仍然有效。这些文书可以指定某人在某人去世后接收款项或财产,而无需将其纳入遗嘱。这些规定可以直接包含在文书中,也可以包含在单独的文件中,例如遗嘱。

此外,这项法律确保现有债权人的权利不受影响,这意味着债权人仍然可以根据其他法律追索债权。

(a)CA 遗嘱认证 Code § 5000(a) A provision for a nonprobate transfer on death in an insurance policy, contract of employment, bond, mortgage, promissory note, certificated or uncertificated security, account agreement, custodial agreement, deposit agreement, compensation plan, pension plan, individual retirement plan, employee benefit plan, trust, conveyance, deed of gift, revocable transfer on death deed, marital property agreement, or other written instrument of a similar nature is not invalid because the instrument does not comply with the requirements for execution of a will, and this code does not invalidate the instrument.
(b)CA 遗嘱认证 Code § 5000(b) Included within subdivision (a) are the following:
(1)CA 遗嘱认证 Code § 5000(b)(1) A written provision that moneys or other benefits due to, controlled by, or owned by a decedent before death shall be paid after the decedent’s death to a person whom the decedent designates either in the instrument or in a separate writing, including a will, executed either before or at the same time as the instrument, or later.
(2)CA 遗嘱认证 Code § 5000(b)(2) A written provision that moneys due or to become due under the instrument shall cease to be payable in the event of the death of the promisee or the promisor before payment or demand.
(3)CA 遗嘱认证 Code § 5000(b)(3) A written provision that any property controlled by or owned by the decedent before death that is the subject of the instrument shall pass to a person whom the decedent designates either in the instrument or in a separate writing, including a will, executed either before or at the same time as the instrument, or later.
(c)CA 遗嘱认证 Code § 5000(c) Nothing in this section limits the rights of creditors under any other law.

Section § 5002

Explanation
这项法律规定,如果你根据一份特定的法律文件持有财产,那么在财产所有者去世时,如果某些条件不符合,你就不必遵循关于转让该财产的指示。 具体来说,第一种情况是,试图进行转让的人没有获得该文件的授权。第二种情况是,他们希望转让财产的方式与文件允许的不符。

Section § 5003

Explanation

财产持有人可以根据非遗嘱死亡转让来转让财产,即使该转让与所有者或受益人的利益不符。除非财产持有人收到法院命令或冲突索赔的书面通知(养老金计划支付除外),否则此项保护有效。即使有此项保护,关于财产实际所有权的争议也不受影响。此外,如果有人恶意提出冲突权益主张,他们可能需要承担法律费用和损害赔偿。

(a)CA 遗嘱认证 Code § 5003(a) 第5000条所述类型文书项下的财产持有人,可以依照一项满足文书条款的非遗嘱死亡转让规定转让财产,无论该转让是否符合执行财产转让规定的人与对财产拥有权益的其他人士或其继承人之间的财产实益所有权,以及无论该转让是否符合被指定为受益人的人的权利。
(b)CA 遗嘱认证 Code § 5003(b) 除本款另有规定外,任何已显示财产持有人可获得的通知或其他信息均不影响持有人获得 (a) 款所提供保护的权利。(a) 款所提供的保护不适用于在下列任一事件发生后进行的转让:
(1)CA 遗嘱认证 Code § 5003(b)(1) 财产持有人已收到相反的法院命令送达。
(2)CA 遗嘱认证 Code § 5003(b)(2) 财产持有人已收到声称对财产拥有不利权益的人的书面通知送达。但是,本项不适用于养老金计划,如果该转让是根据该计划进行的定期支付。
(c)CA 遗嘱认证 Code § 5003(c) 本条所提供的保护不影响执行财产转让规定的人以及对财产拥有权益的其他人士或其继承人在他们之间就财产实益所有权产生的争议中的权利。
(d)CA 遗嘱认证 Code § 5003(d) 本条所提供的保护不排除任何其他法律规定为财产持有人提供的任何保护。
(e)CA 遗嘱认证 Code § 5003(e) 任何人不得恶意送达 (b) 款 (2) 项下的通知。如果法院在与当事人权利相关的诉讼或程序中认定某人恶意送达了 (b) 款 (2) 项下的通知,法院应判决该人承担诉讼或程序的费用,包括合理的律师费,以及因该送达造成的损害赔偿。