Se muestra en su idioma como traducción automática, pendiente de revisión por un hablante nativo. Los resúmenes de los estatutos y el original en inglés siguen siendo la fuente de referencia.
The three systems, in one sentence each
Strict per stirpes — the division always begins at the children’s generation, one share per child living or deceased with descendants living; a deceased child’s share splits among that child’s own descendants. Arizona’s statutes give an instrument’s "per stirpes" no definition — a trust that uses the words is read on its own terms.
Per capita with representation — divide at the nearest generation with a surviving member: one share for each survivor there and for each deceased member who left descendants; a deceased member’s share passes down to that member’s own descendants. Not Arizona’s statutory default; a trust that wants it says so in its own words.
Per capita at each generation — divide at the nearest generation with survivors; the deceased members’ shares are combined and divided equally among the next generation’s takers, so equally-near relatives take equally. In Arizona this is the statutory meaning of "by representation" (A.R.S. § 14-2106(A)), the default for an intestate estate passing to descendants (§ 14-2103(1)).
The same family tree can come out differently under different governing words — which is why the instrument controls. Arizona’s statute defines "by representation" for an intestate estate (A.R.S. § 14-2106) and gives an instrument’s "per stirpes" no definition; a trust may define its own scheme or name alternate takers, and reading a particular instrument against the statute is licensed-attorney work. A surviving spouse’s intestate share depends on whether the surviving issue are also the spouse’s issue, and the decedent’s one-half of the community property passes with the separate property (§ 14-2102) — the other half of the community property is the surviving spouse’s own, never part of the estate.
Try the arithmetic yourself
Model a family shape — who is living, who left children — and see each system’s exact split. Two generations (children and grandchildren); this is the math of each rule, not a suggestion of which to use.
Child 1
Child 2
- Grandchild 2.1
Child 3
- Grandchild 3.1
- Grandchild 3.2
| Person | Strict per stirpes | Per capita w/ representation | UPC per capita at each generation (AZ default) |
|---|---|---|---|
| Child 1 | 1/3 (33.3%) | 1/3 (33.3%) | 1/3 (33.3%) |
| Grandchild 2.1 | 1/3 (33.3%) | 1/3 (33.3%) | 2/9 (22.2%) |
| Grandchild 3.1 | 1/6 (16.7%) | 1/6 (16.7%) | 2/9 (22.2%) |
| Grandchild 3.2 | 1/6 (16.7%) | 1/6 (16.7%) | 2/9 (22.2%) |
Arithmetic only — the exact fractions each rule produces for the shape you modeled, with Arizona’s default labeled as the by-representation division A.R.S. § 14-2106 provides for an intestate estate. Not advice, and never a statement of which rule YOUR trust uses — the instrument’s own words decide that, and reading them is licensed-attorney work.
El Centro de Aprendizaje es información general sobre la ley de Arizona — no es asesoría legal ni sustituye el consejo de un abogado de Arizona con licencia sobre sus hechos específicos. TrusteeClear es software, no un bufete.