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Oklahoma Legislature· HB 3676Referred to Civil Judiciary

An act relating to transfer-on-death deeds, the official text

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1                   STATE OF OKLAHOMA

2          2nd Session of the 60th Legislature (2026)

3 HOUSE BILL 3676               By: Provenzano

4

5

6                   AS INTRODUCED

7   An Act relating to transfer-on-death deeds; amending

    58 O.S. 2021, Section 1252, as amended by Sections 1,

8   Chapter 101, O.S.L. 2023, and 1253 (58 O.S. Supp.

    2025, Section 1252), which relate to transfer-on-

9   death deeds; requiring grantor attestation and

    address of beneficiary; stating effect of

10  nonacceptance and lapsed interest; providing

    allocation of cost attributable to nonacceptance;

11  providing for a good-cause exception; providing for

    construction of act; requiring transfer-on-death

12  deeds to include list of requirements to keep

    property out of probate; and providing an effective

13  date.

14

15

16 BE IT ENACTED BY THE PEOPLE OF THE STATE OF OKLAHOMA:

17  SECTION 1.      AMENDATORY  58 O.S. 2021, Section 1252, as

18 amended by Section 1, Chapter 101, O.S.L. 2023 (58 O.S. Supp. 2025,

19 Section 1252), is amended to read as follows:

20  Section 1252. A. An interest in real estate may be titled in

21 transfer-on-death form by recording a deed, signed by the record

22 owner of the interest, designating a grantee beneficiary or

23 beneficiaries of the interest. The deed shall transfer ownership of

24 the interest upon the death of the owner. A transfer-on-death deed

    Req. No. 15183                                              Page 1
1 need not be supported by consideration. For purposes of the

2 Nontestamentary Transfer of Property Act, an "interest in real

3 estate" means any estate or interest in, over or under land,

4 including surface, minerals, structures and fixtures.

5   B. The signature, consent or agreement of or notice to a

6 grantee beneficiary or beneficiaries of a transfer-on-death deed

7 shall not be required for any purpose during the lifetime of the

8 record owner.

9   C. A designated grantee beneficiary may accept real estate

10 pursuant to a transfer-on-death deed only on behalf of himself,

11 herself, or a legal entity over which he or she has proper

12 authority. A beneficiary shall not accept such real estate on

13 behalf of another designated beneficiary.

14  D. Each designated grantee beneficiary wishing to accept real

15 estate pursuant to a transfer-on-death deed shall execute an

16 affidavit affirming:

17  1. Verification of the record owner's death;

18  2. Whether the record owner and the designated beneficiary were

19 married at the time of the record owner's death; and

20  3. A legal description of the real estate.

21  E. The grantee shall attach a copy of the record owner's death

22 certificate to the beneficiary affidavit. For a record owner's

23 death occurring on or after November 1, 2011, the beneficiary shall

24 record the affidavit and related documents with the office of the

    Req. No. 15183                                                  Page 2
1 county clerk where the real estate is located within nine (9) months

2 of the grantor's death, otherwise the interest in the property

3 reverts to the deceased grantor's estate; provided, however, for a

4 record owner's death occurring before November 1, 2011, such

5 recording of the affidavit and related documents by the beneficiary

6 shall not be subject to the nine-month time limitation.

7 Notwithstanding the provisions of Section 26 of Title 16 of the

8 Oklahoma Statutes, an affidavit properly sworn to before a notary

9 shall be received for record and recorded by the county clerk

10 without having been acknowledged and, when recorded, shall be

11 effective as if it had been acknowledged.

12  F. A beneficiary affidavit recorded pursuant to this section

13 before November 1, 2023, in which one or more, but not all, named

14 beneficiaries of a transfer-on-death deed explicitly accepts the

15 interests being conveyed by the deed on behalf of all or some of the

16 beneficiaries named therein shall be effective to accept such

17 interests if executed by at least one of the named beneficiaries

18 accepting such interests.

19  G. 1. A transfer-on-death deed presented for recording on or

20 after November 1, 2026, shall include, on the face of the deed or in

21 a separate instrument recorded contemporaneously with the deed, a

22 grantor attestation executed by the record owner stating:

23  a. the name of each designated grantee beneficiary,

24

    Req. No. 15183                                                 Page 3
1   b. the last known legal mailing address of each

2   designated grantee beneficiary, and

3   c. that the record owner has provided written notice to

4   each designated grantee beneficiary that:

5   (1) the beneficiary has been named in a transfer-on-

6                    death deed for the described real property, and

7   (2) upon the death of the record owner, the

8                    beneficiary must record the affidavit and related

9                    documents required by the subsection E of this

10                   section within nine (9) months of the record

11                   owner's death or the beneficiary's interest will

12                   revert to the record owner's estate.

13  2. The grantor attestation required by this subsection shall

14 not require the signature, consent, agreement, or acknowledgment of

15 any designated grantee beneficiary and shall not create any present

16 interest in the real estate.

17  3. Failure to substantially comply with this subsection shall

18 not invalidate an otherwise valid transfer-on-death deed, but may be

19 considered by a court in determining good cause under subsection J

20 of this section.

21  H. 1. When a designated grantee beneficiary fails to timely

22 record the affidavit and related documents required by subsection E

23 of this section, the interest of that beneficiary shall lapse and

24 revert to the estate of the deceased record owner and shall be

    Req. No. 15183                                                 Page 4
1 administered and distributed as estate property pursuant to the

2 deceased record owner's will or, if none, the laws of intestate

3 succession; provided, however, that a will shall govern the

4 distribution of such reverted interest only if the will was executed

5 contemporaneously with, or subsequent to, the recording of the

6 transfer-on-death deed. A will executed prior to the recording of a

7 transfer-on-death deed shall not be construed to control or revive

8 the disposition of any interest affected by the transfer-on-death

9 deed.

10  2. A designated grantee beneficiary whose interest has lapsed

11 under subsection E of this section shall have no right, title, or

12 claim to the lapsed interest by virtue of the transfer-on-death deed

13 and may share in such lapsed interest only to the extent the

14 beneficiary is otherwise entitled as an heir or devisee of the

15 deceased record owner.

16  3. A designated grantee beneficiary whose interest lapses under

17 this section shall have no claim for compensation, restitution,

18 damages, or equitable relief against any other grantee beneficiary,

19 heir, or estate representative based on the loss of that interest or

20 the reversion of the property to the estate.

21  I. 1. In any probate, quiet title, partition, or other

22 judicial proceeding in which it is determined that an interest has

23 lapsed and reverted to the estate under subsection E of this

24 section, and the proceeding would not have been necessary but for

    Req. No. 15183                                                  Page 5
1 the failure of a designated grantee beneficiary to timely accept

2 that interest, the court shall allocate the reasonable attorney

3 fees, court costs, title expenses, publication costs, and other

4 reasonable administrative expenses incurred to establish, clear,

5 administer, or distribute the lapsed interest ("covered costs") as

6 follows:

7           a. covered costs shall be paid first from the lapsed

8           interest to the extent practicable, and

9           b. to the extent covered costs are not fully satisfied

10          from the lapsed interest, covered costs shall be

11          charged first against any distribution otherwise

12          payable from the estate to the designated grantee

13          beneficiary whose failure to accept caused the lapse,

14          including any distribution such beneficiary would

15          otherwise receive as an heir or devisee.

16      2. The allocation required by this subsection is intended to

17 prevent shifting costs caused by nonacceptance onto compliant

18 beneficiaries and heirs and shall not require proof of malicious

19 intent.

20      J. 1. Upon petition by the designated grantee beneficiary

21 whose interest lapsed, the court may modify the allocation in

22 subsection I of this section only upon a finding, by clear and

23 convincing evidence, that the failure to timely accept was caused

24 by:

    Req. No. 15183                                                 Page 6
1   a. legal incapacity during the acceptance period,

2   b. lack of actual notice, notwithstanding substantial

3   compliance with subsection G of this section, or

4   c. other circumstances beyond the beneficiary's

5   reasonable control that made timely recording

6   impossible.

7   2. Disagreement with the transfer-on-death deed, strategic

8 delay, refusal to cooperate, or an intent to force probate shall not

9 constitute good cause.

10  K. Nothing in this section shall be construed to:

11  1. Shorten or extend the nine-month acceptance period set forth

12 in subsection E of this section;

13  2. Permit acceptance by one designated grantee beneficiary on

14 behalf of another designated grantee beneficiary; or

15  3. Impair the rights of creditors under existing law.

16  L. A transfer-on-death deed presented for recording on or after

17 November 1, 2026, shall include, on the face of the deed or in a

18 separate instrument recorded contemporaneously with the deed, a list

19 of requirements for the beneficiary to keep the property described

20 upon the transfer-on-death deed from being subject to probate. The

21 requirements that are required to be listed are as follows:

22  1. The beneficiary must record, in the county where the

23 property is located, a beneficiary affidavit accepting the property

24 pursuant to subsection D of this section;

    Req. No. 15183                                              Page 7
1   2. The beneficiary shall attach a copy of the record owner's

2 death certificate to the beneficiary affidavit pursuant to

3 subsection E of this section; and

4   3. The beneficiary affidavit and copy of the record owner's

5 death certificate must be recorded in the county where the property

6 is located within nine (9) months of the record owner's death.

7   SECTION 2.      AMENDATORY       58 O.S. 2021, Section 1253, is

8 amended to read as follows:

9   Section 1253. An interest in real estate is titled in transfer-

10 on-death form by executing, acknowledging and recording in the

11 office of the county clerk in the county where the real estate is

12 located, prior to the death of the owner, a deed in substantially

13 the following form:

14 ___________________ (name of owner) being of competent mind and

15 having the legal capacity to execute this document, as owner

16 transfers on death to ____________________ (name of beneficiary) as

17 grantee beneficiary, the following described interest in real

18 estate: (here insert description of the interest in real estate).

19 THIS TRANSFER-ON-DEATH DEED IS REVOCABLE. IT DOES NOT TRANSFER ANY

20 OWNERSHIP UNTIL THE DEATH OF THE OWNER. IT REVOKES ALL PRIOR

21 BENEFICIARY DESIGNATIONS BY THIS OWNER FOR THIS INTEREST IN REAL

22 ESTATE. THE GRANTOR HAS THE RIGHT TO WITHDRAW OR RESCIND THIS DEED

23 AT ANY TIME. ANY BENEFICIARY NAMED IN THIS DEED IS HEREBY ADVISED

24

    Req. No. 15183                                                  Page 8
1 THAT THIS DEED MAY BE WITHDRAWN OR RESCINDED WHETHER OR NOT MONEY OR

2 ANY OTHER CONSIDERATION WAS PAID OR GIVEN.

3   UPON THE DEATH OF THE ABOVE-MENTIONED OWNER, THE ABOVE-MENTIONED

4 BENEFICIARY, SHALL HAVE NINE (9) MONTHS FROM THE DATE OF THE DEATH

5 OF THE OWNER IN ORDER TO ACCEPT THE ABOVE DESCRIBED. BENEFICIARY

6 MAY ACCEPT THE PROPERTY BY RECORDING IN THE COUNTY WHERE THE

7 PROPERTY IS LOCATED A BENEFICIARY AFFIDAVIT. SUCH AFFIDAVIT SHALL

8 BE COMPLETED PURSUANT TO SECTION 1252 OF TITLE 58 OF THE OKLAHOMA

9 STATUTES AND SHALL INLCUDE A COPY OF THE DEATH CERTIFICATE OF THE

10 ABOVE-MENTIONED OWNER.

11

12 THE STATE OF OKLAHOMA

13 COUNTY OF ___________

14  Before me, on this day personally appeared __________,

15 ___________, and ___________, the owner of the land described in

16 this deed, and the witnesses, respectively, whose names are

17 subscribed below in their respective capacities, and the owner of

18 the land declared to me and to the witnesses in my presence that the

19 deed is a revocable transfer-on-death of the real estate described

20 therein, and the witnesses declared in the presence of the owner of

21 the real estate and in my presence that the owner of the land

22 declared to them that the deed is a revocable transfer-on-death of

23 the real estate described therein and that the owner of the land

24 wanted each of them to sign it as a witness, and that each witness

    Req. No. 15183                                                Page 9
1 did sign the same as witness in the presence of the owner of the

2 land and in my presence.

3                                                _______________________

4                                                (name of owner)

5                                                _______________________

6                                                (witness)

7                                                _______________________

8                                                (witness)

9 Subscribed and acknowledged before me by ______________, the owner

10 of the land, and _____________ and _______________, witnesses, this

11 ___ day of __________ (month), _____ (year).

12                                    ____________________________

13                                    (signature of notary public)

14 (Seal)

15                          My commission expires ___________ (date).

16 Instead of the words "transfer-on-death" the abbreviation "TOD" may

17 be used.

18  SECTION 3. This act shall become effective November 1, 2026.

19

20  60-2-15183      JL      01/14/26

21

22

23

24

    Req. No. 15183                                                Page 10
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