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CS/CS/HB 757: Estates

GENERAL BILL by Judiciary Committee ; Civil Justice Subcommittee ; Spano

Estates; Specifies that certain restrictions on gifts to lawyers & certain other people apply to written instruments executed after date certain; providing applicability; provides circumstances under which burden of proof shifts in cases involving undue influence; provides retroactive application; requires that directive to apply certain death benefits for payment of claims & administration expenses be specified in certain instruments; provides for retroactive applicability; establishes which party bears burden of proof in action to contest validity or revocation of trust; provides changes apply after date certain; requires specific directive for certain assets & death benefits to be used to pay estate expenses; provides for retroactive applicability; provides for vesting of outright devises in certain trust documents; provides applicability.

Effective Date: 7/1/2014
Last Action: 6/13/2014 - Chapter No. 2014-127
Location: Became Law
Bill Text: PDF



Bill History

Date Chamber Action
1/30/2014 House • Filed
2/6/2014 House • Referred to Civil Justice Subcommittee; Insurance and Banking Subcommittee; Judiciary Committee -HJ 65
3/4/2014 House • Introduced -HJ 65
3/10/2014 House • On Committee agenda-- Civil Justice Subcommittee, 03/12/14, 8:00 am, Sumner Hall
3/12/2014 House • CS by Civil Justice Subcommittee; YEAS 12 NAYS 0 -HJ 284
3/14/2014 House • Pending review of CS under Rule 7.19(c)
• CS by Civil Justice Subcommittee read 1st time -HJ 282
3/18/2014 House • Original reference(s) removed: Insurance and Banking Subcommittee
• CS referred to Judiciary Committee -HJ 292
• Now in Judiciary Committee -HJ 292
3/19/2014 House • On Committee agenda-- Judiciary Committee, 03/21/14, 9:00 am, Sumner Hall
3/21/2014 House • CS/CS by- Judiciary Committee; YEAS 15 NAYS 0 -HJ 338
• Pending review of CS -under Rule 7.19(c)
3/24/2014 House • CS/CS by Judiciary Committee read 1st time -HJ 333
3/27/2014 House • Placed on Calendar -HJ 387
4/7/2014 House • Placed on Special Order Calendar, 04/09/14
4/9/2014 House • Read 2nd time -HJ 498
• Placed on 3rd reading
4/11/2014 House • Read 3rd time -HJ 519
• CS passed; YEAS 115 NAYS 0 -HJ 519
4/21/2014 Senate • In Messages
• Referred to Judiciary; Banking and Insurance; Rules -SJ 523
4/22/2014 Senate • Received -SJ 523
4/23/2014 Senate • Withdrawn from Judiciary; Banking and Insurance; Rules -SJ 573
• Placed on Calendar, on 2nd reading -SJ 573
• Substituted for CS/SB 998 -SJ 573
• Read 2nd time -SJ 573
• Read 3rd time -SJ 573
• CS passed; YEAS 34 NAYS 0 -SJ 573
4/24/2014 House • Ordered enrolled -HJ 705
6/5/2014 • Signed by Officers and presented to Governor
6/13/2014 • Approved by Governor
• Chapter No. 2014-127