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CS/HB 325: Estates

GENERAL BILL by Judiciary Committee ; Wood

Estates; Provides fiduciary lawyer-client privilege; revises provisions relating to intestate share of surviving spouse; provides right to reform terms of will to correct mistakes or achieve tax objectives; provides for award of fees & costs in reformation & modification proceedings either against party's share in estate or in form of personal judgment against party individually; clarifies that revocation of will is subject to challenge on grounds of fraud, duress, mistake, or undue influence, etc.

Effective Date: except as otherwise provided
Last Action: 6/23/2011 - Chapter No. 2011-183
Bill Text: Web Page | PDF



Bill History

Date Chamber Action
1/21/2011 House • Filed
2/1/2011 House • Referred to Civil Justice Subcommittee; Judiciary Committee -HJ 32
2/16/2011 House • On Committee agenda-- Civil Justice Subcommittee, 02/23/11, 1:00 pm, 404 HOB
2/23/2011 House • Favorable by Civil Justice Subcommittee; YEAS 15 NAYS 0 -HJ 151
• Now in Judiciary Committee -HJ 151
3/8/2011 House • Introduced -HJ 32
3/15/2011 House • On Committee agenda-- Judiciary Committee, 03/17/11, 9:00 am, 404 HOB
3/17/2011 House • CS by- Judiciary Committee; YEAS 16 NAYS 0 -HJ 261
3/18/2011 House • Pending review of CS -under Rule 7.19(c)
• CS by Judiciary Committee read 1st time -HJ 255
3/21/2011 House • Placed on Calendar -HJ 265
4/11/2011 House • Placed on Special Order Calendar, 04/14/11
4/14/2011 House • Read 2nd time -HJ 632
• Read 3rd time -HJ 632
• CS passed; YEAS 119 NAYS 0 -HJ 632
4/15/2011 Senate • In Messages
4/27/2011 Senate • Referred to Judiciary; Banking and Insurance; Rules -SJ 573
4/28/2011 Senate • Received -SJ 573
4/29/2011 Senate • Withdrawn from Judiciary; Banking and Insurance; Rules -SJ 595
• Placed on Calendar, on 2nd reading
• Substituted for CS/SB 648 -SJ 595
• Read 2nd time -SJ 595
• Read 3rd time -SJ 595
• CS passed; YEAS 39 NAYS 0 -SJ 595
5/2/2011 House • Ordered enrolled -HJ 1162
6/13/2011 • Signed by Officers and presented to Governor
6/21/2011 • Approved by Governor
6/23/2011 • Chapter No. 2011-183