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CS/CS/HB 583: Estates

GENERAL BILL by Insurance and Banking Subcommittee ; Civil Justice Subcommittee ; Spano ; (CO-INTRODUCERS) Perry

Estates; Deletes provision that provides that information relating to state death tax credit or generation-skipping transfer credit is not applicable to estates of decedents dying after specified date; provides for retroactive effect & application; provides for retroactive effect & application; provides exception to property held by agents & fiduciaries; provides that property held by fiduciaries under trust instruments is presumed unclaimed; revises language regarding instruments governed by laws of different state; provides provisions relating to gifts to lawyers & other disqualified persons; requires custodian of will to supply testator's date of death or last four digits of testator's social security number; provides original will submitted with pleading is considered to be deposited with clerk; requires clerk to retain & preserve original will in its original form for period of time; provides for in rem jurisdiction & personal jurisdiction over trustee, beneficiary, or other person; deletes provision referring to other methods of obtaining jurisdiction; provides methods of service of process in actions involving trusts & beneficiaries; repeals provisions relating to trust proceedings & dismissal of matters relating to foreign trusts; repeals provision relating to delegation of powers by trustee; clarifies duties of trustee.

Effective Date: 10/1/2013
 Last Action: 4/30/2013 House - Laid on Table, companion bill(s) passed, see CS/CS/SB 492 (Ch. 2013-172) -HJ 1006
Bill Text: PDF

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  • Bill History

    Date Chamber Action
    2/1/2013 House • Filed
    2/12/2013 House • Referred to Civil Justice Subcommittee; Insurance and Banking Subcommittee; Justice Appropriations Subcommittee; Judiciary Committee -HJ 64
    3/4/2013 House • On Committee agenda-- Civil Justice Subcommittee, 03/06/13, 8:00 am, 404 HOB
    3/5/2013 House • Introduced -HJ 64
    3/6/2013 House • CS by Civil Justice Subcommittee; YEAS 13 NAYS 0 -HJ 216
    3/11/2013 House • Pending review of CS under Rule 7.19(c)
    • CS by Civil Justice Subcommittee read 1st time -HJ 209
    3/12/2013 House • Now in Insurance and Banking Subcommittee -HJ 226
    3/15/2013 House • On Committee agenda-- Insurance and Banking Subcommittee, 03/19/13, 1:00 pm, 404 HOB
    3/19/2013 House • CS/CS by Insurance and Banking Subcommittee; YEAS 13 NAYS 0 -HJ 286
    3/20/2013 House • Pending review of CS under Rule 7.19(c)
    • CS/CS by Insurance and Banking Subcommittee read 1st time -HJ 281
    3/21/2013 House • Now in Justice Appropriations Subcommittee -HJ 305
    3/26/2013 House • On Committee agenda-- Justice Appropriations Subcommittee, 03/28/13, 8:00 am, Morris Hall
    3/28/2013 House • Favorable by Justice Appropriations Subcommittee; YEAS 11 NAYS 0 -HJ 372
    • Now in Judiciary Committee -HJ 372
    4/1/2013 House • On Committee agenda-- Judiciary Committee, 04/03/13, 8:30 am, 404 HOB
    4/3/2013 House • Favorable by- Judiciary Committee; YEAS 17 NAYS 0 -HJ 414
    • Placed on Calendar -HJ 414
    4/29/2013 House • Placed on Special Order Calendar, 04/30/13
    4/30/2013 House • Substituted CS/CS/SB 492 -HJ 1006
    • Laid on Table, companion bill(s) passed, see CS/CS/SB 492 (Ch. 2013-172) -HJ 1006

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  • CS/CS/HB 583, Committee Substitute 2 (Current Bill Version) Posted 3/20/2013 at 3:35 PM

    Bill Text:   PDF
    Analyses:   Justice Appropriations Subcommittee (Post-Meeting) 3/28/2013 (pdf)
    Judiciary Committee (Post-Meeting) 4/3/2013 (pdf)

    Related Bills (3)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    S 492 (er) Estates Hukill Similar Last Action: 6/17/2013 Chapter No. 2013-172
    Location: Became Law     		Track This Bill
    H 7105 (c1) Tax Administration Finance and Tax Subcommittee Compare Last Action: 4/30/2013 H Laid on Table, companion bill(s) passed, see CS/CS/CS/HB 999 (Ch. 2013-92), CS/CS/SB 492 (Ch. 2013-172) -HJ 1016
    Location: Laid on Table     		Track This Bill
    S 1828 (e2) Tax Administration Appropriations Compare Last Action: 5/3/2013 H Died in returning Messages, companion bill(s) passed, see CS/CS/CS/HB 999 (Ch. 2013-92), CS/CS/SB 492 (Ch. 2013-172)
    Location: In returning messages from Senate     		Track This Bill

    Citations - Statutes (20)

    Citation Catchline Location in Bill Location In Bill Help
    198.13 Tax return to be made in certain cases; certificate of nonliability. Page 2 (pdf)
    607.0802 Qualifications of directors. Page 14 (pdf)
    717.101 Definitions. Page 3 (pdf)
    717.112 Property held by agents and fiduciaries. Page 3 (pdf)
    717.1125 Page 4 (pdf)
    731.110 Caveat; proceedings. Page 4 (pdf)
    731.201 General definitions. Page 15 (pdf)
    732.703 Effect of divorce, dissolution, or invalidity of marriage on disposition of certain assets at death. Page 5 (pdf)
    732.806 Page 6 (pdf)
    732.901 Production of wills. Page 8 (pdf)
    733.212 Notice of administration; filing of objections. Page 16 (pdf)
    736.0103 Definitions. Page 10 (pdf)
    736.0202 Jurisdiction over trustee and beneficiary. Page 10 (pdf)
    736.02025 Page 12 (pdf)
    736.0205 Trust proceedings; dismissal of matters relating to foreign trusts. Page 13 (pdf)
    736.0802 Duty of loyalty. Page 16 (pdf)
    736.0807 Delegation by trustee. Page 13 (pdf)
    736.08125 Protection of successor trustees. Page 18 (pdf)
    736.0813 Duty to inform and account. Page 13 (pdf)
    738.104 Trustee’s power to adjust. Page 19 (pdf)

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  • CS/HB 583, Committee Substitute 1 Posted 3/11/2013 at 9:27 AM

    Bill Text:   PDF
    Analyses:   Insurance and Banking Subcommittee (Post-Meeting) 3/20/2013 (pdf)

    Related Bills (2)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    S 492 (c1) Estates Hukill Similar Last Action: 6/17/2013 Chapter No. 2013-172
    Location: Became Law     		Track This Bill
    H 7105 Tax Administration Finance and Tax Subcommittee Compare Last Action: 4/30/2013 H Laid on Table, companion bill(s) passed, see CS/CS/CS/HB 999 (Ch. 2013-92), CS/CS/SB 492 (Ch. 2013-172) -HJ 1016
    Location: Laid on Table     		Track This Bill

    Committee Amendments (2)

    Amendment Sponsor Filed Last Committee Action Format
    956211 - Amendment
    Remove lines 48-49 and insert:     		Spano 3/18/2013
    6:38 PM     		Adopted without Objection
    3/19/2013     		PDF
    838405 - Amendment
    Remove line 541 and insert:     		Spano 3/18/2013
    6:38 PM     		Adopted without Objection
    3/19/2013     		PDF

    Citations - Statutes (20)

    Citation Catchline Location in Bill Location In Bill Help
    198.13 Tax return to be made in certain cases; certificate of nonliability. Page 2 (pdf)
    607.0802 Qualifications of directors. Page 14 (pdf)
    717.101 Definitions. Page 3 (pdf)
    717.112 Property held by agents and fiduciaries. Page 3 (pdf)
    717.1125 Page 4 (pdf)
    731.110 Caveat; proceedings. Page 4 (pdf)
    731.201 General definitions. Page 15 (pdf)
    732.703 Effect of divorce, dissolution, or invalidity of marriage on disposition of certain assets at death. Page 5 (pdf)
    732.806 Page 6 (pdf)
    732.901 Production of wills. Page 8 (pdf)
    733.212 Notice of administration; filing of objections. Page 16 (pdf)
    736.0103 Definitions. Page 10 (pdf)
    736.0202 Jurisdiction over trustee and beneficiary. Page 10 (pdf)
    736.02025 Page 12 (pdf)
    736.0205 Trust proceedings; dismissal of matters relating to foreign trusts. Page 13 (pdf)
    736.0802 Duty of loyalty. Page 16 (pdf)
    736.0807 Delegation by trustee. Page 13 (pdf)
    736.08125 Protection of successor trustees. Page 18 (pdf)
    736.0813 Duty to inform and account. Page 13 (pdf)
    738.104 Trustee’s power to adjust. Page 19 (pdf)

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  • HB 583, Original Filed Version Posted 2/1/2013 at 10:37 AM

    Bill Text:   PDF
    Analyses:   Civil Justice Subcommittee (Post-Meeting) 6/18/2013 (pdf)

    Related Bills (1)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    S 492 (c1) Estates Hukill Similar Last Action: 6/17/2013 Chapter No. 2013-172
    Location: Became Law     		Track This Bill

    Committee Amendments (2)

    Amendment Sponsor Filed Last Committee Action Format
    943083 - Amendment
    Between lines 42 and 43, insert:     		Spano 3/5/2013
    6:14 PM     		Adopted without Objection
    3/6/2013     		PDF
    594987 - Amendment
    Remove line 66 and insert:     		Spano 3/5/2013
    6:15 PM     		Adopted without Objection
    3/6/2013     		PDF

    Citations - Statutes (19)

    Citation Catchline Location in Bill Location In Bill Help
    607.0802 Qualifications of directors. Page 13 (pdf)
    717.101 Definitions. Page 2 (pdf)
    717.112 Property held by agents and fiduciaries. Page 2 (pdf)
    717.1125 Page 3 (pdf)
    731.110 Caveat; proceedings. Page 3 (pdf)
    731.201 General definitions. Page 14 (pdf)
    732.703 Effect of divorce, dissolution, or invalidity of marriage on disposition of certain assets at death. Page 4 (pdf)
    732.806 Page 5 (pdf)
    732.901 Production of wills. Page 8 (pdf)
    733.212 Notice of administration; filing of objections. Page 15 (pdf)
    736.0103 Definitions. Page 9 (pdf)
    736.0202 Jurisdiction over trustee and beneficiary. Page 9 (pdf)
    736.02025 Page 11 (pdf)
    736.0205 Trust proceedings; dismissal of matters relating to foreign trusts. Page 12 (pdf)
    736.0802 Duty of loyalty. Page 15 (pdf)
    736.0807 Delegation by trustee. Page 12 (pdf)
    736.08125 Protection of successor trustees. Page 18 (pdf)
    736.0813 Duty to inform and account. Page 12 (pdf)
    738.104 Trustee’s power to adjust. Page 18 (pdf)

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