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Glossary of Legislative Terms

CS/HB 361: Trust Administration

GENERAL BILL by Criminal and Civil Justice Policy Council ; Wood ; (CO-INTRODUCERS) Evers

Trust Administration; Limits personal representative's entitlement to payment from trust of specified estate expenses & obligations; specifies application of specified criteria in making payments from trust; specifies application of additional provisions to liability for specified estate expense & obligation payments from trust; deletes notice requirements relating to court review of trustee's employment of specified persons, etc.

Effective Date: 07/01/2010
 Last Action: 4/27/2010 House - Placed on Special Order Calendar; Substituted CS/CS/SB 998; Laid on Table, companion bill(s) passed, see CS/CS/HB 1237 (Ch. 2010-132), CS/CS/SB 998 (Ch. 2010-122) -HJ 01166
Bill Text: Web Page | PDF

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  • Bill History

    Date Chamber Action
    11/16/2009 House • Filed
    12/18/2009 House • Referred to Civil Justice & Courts Policy (CCJP); Policy Council; Criminal & Civil Justice Policy Council
    1/5/2010 House • On Committee agenda-- Civil Justice & Courts Policy (CCJP), 01/12/10, 10:00 am, Reed Hall
    1/12/2010 House • Favorable by Civil Justice & Courts Policy (CCJP); YEAS 11 NAYS 0; Now in Policy Council
    1/14/2010 House • On Council agenda-- Policy Council, 01/21/10, 1:00 pm, Morris Hall
    1/21/2010 House • Favorable by Policy Council; YEAS 15 NAYS 0; Now in Criminal & Civil Justice Policy Council
    1/26/2010 House • On Council agenda-- Criminal & Civil Justice Policy Council, 02/02/10, 10:00 am, 404-H
    2/2/2010 House • CS by- Criminal & Civil Justice Policy Council; YEAS 12 NAYS 0
    2/12/2010 House • Pending review of CS -under Rule 7.20
    2/18/2010 House • Placed on Calendar
    3/2/2010 House • Introduced, referred to Civil Justice & Courts Policy (CCJP); Policy Council; Criminal & Civil Justice Policy Council -HJ 00036; On Committee agenda-- Civil Justice & Courts Policy (CCJP), 01/12/10, 10:00 am, Reed Hall; Favorable by Civil Justice & Courts Policy (CCJP); YEAS 11 NAYS 0 -HJ 00164; Now in Policy Council -HJ 00164; On Council agenda-- Policy Council, 01/21/10, 1:00 pm, Morris Hall; Favorable by Policy Council; YEAS 15 NAYS 0 -HJ 00166; Now in Criminal & Civil Justice Policy Council -HJ 00166; On Council agenda-- Criminal & Civil Justice Policy Council, 02/02/10, 10:00 am, 404-H; CS by- Criminal & Civil Justice Policy Council; YEAS 12 NAYS 0 -HJ 00168; CS read 1st time on 03/02/10 -HJ 00159; Pending review of CS -under Rule 7.20; Placed on Calendar -HJ 00163
    4/27/2010 House • Placed on Special Order Calendar; Substituted CS/CS/SB 998; Laid on Table, companion bill(s) passed, see CS/CS/HB 1237 (Ch. 2010-132), CS/CS/SB 998 (Ch. 2010-122) -HJ 01166

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  • CS/HB 361, Committee Substitute 1 (Current Bill Version) Posted 2/12/2010 at 2:36 PM

    Bill Text:   Web Page | PDF
    Analyses:   Criminal and Civil Justice Policy Council (Post-Meeting) (pdf)

    Related Bills (5)

    Bill Number Subject Filed By Relationship Last Action and Location
    H 1197 (c1) Probate of an Estate McBurney Compare Last Action: 4/30/2010 H Died in Full Appropriations Council on Education & Economic Development, companion bill(s) passed, see CS/CS/HB 1237 (Ch. 2010-132), CS/CS/SB 998 (Ch. 2010-122)
    Location:
    H 1237 (c2) Hukill Compare Last Action: 5/28/2010 Chapter No. 2010-132; companion bill(s) passed, see CS/CS/SB 998 (Ch. 2010-122)
    Location:
    S 998 (c2) Thrasher Compare Last Action: 5/27/2010 Approved by Governor; Chapter No. 2010-122; companion bill(s) passed, see CS/CS/HB 1237 (Ch. 2010-132)
    Location:
    S 1544 (c2) Probate Procedures [SPSC] Joyner Compare Last Action: 4/28/2010 S Placed on Special Order Calendar; Read 2nd time -SJ 00931; Amendment(s) adopted (214602) -SJ 00932; Substituted CS/CS/HB 1237 -SJ 00932; Laid on Table, companion bill(s) passed, see CS/CS/HB 1237 (Ch. 2010-132), CS/CS/SB 998 (Ch. 2010-122) -SJ 00932
    Location:
    S 2620 (c1) Estate Tax [WPSC] Altman Compare Last Action: 4/30/2010 S Died in Committee on Finance and Tax, companion bill(s) passed, see CS/CS/HB 1237 (Ch. 2010-132), CS/CS/SB 998 (Ch. 2010-122)
    Location:

    Citations - Statutes (7)

    Citation Catchline Location in Bill Location In Bill Help
    733.607 Possession of estate.
    733.707 Order of payment of expenses and obligations.
    736.0206 Proceedings for review of employment of agents and review of compensation of trustee and employees of trust.
    736.04114
    736.0505 Creditors' claims against settlor.
    736.05053 Trustee's duty to pay expenses and obligations of settlor's estate.
    736.1007 Trustee's attorney's fees.

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  • HB 361, Original Filed Version Posted 11/16/2009 at 11:34 AM

    Bill Text:   Web Page | PDF
    Analyses:   Criminal and Civil Justice Policy Council (Post-Meeting) (pdf)
    Civil Justice and Courts Policy Committee (Post-Meeting) (pdf)
    Civil Justice and Courts Policy Committee (Post-Meeting) (pdf)
    Policy Council (Post-Meeting) (pdf)

    Citations - Statutes (6)

    Citation Catchline Location in Bill Location In Bill Help
    733.607 Possession of estate.
    733.707 Order of payment of expenses and obligations.
    736.0206 Proceedings for review of employment of agents and review of compensation of trustee and employees of trust.
    736.0505 Creditors' claims against settlor.
    736.05053 Trustee's duty to pay expenses and obligations of settlor's estate.
    736.1007 Trustee's attorney's fees.

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