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Glossary of Legislative Terms

CS/CS/SB 492: Estates

GENERAL BILL by Banking and Insurance ; Judiciary ; Hukill

Estates; Deleting a provision that provides that certain information relating to a state death tax credit or a generation-skipping transfer credit is not applicable to estates of decedents dying after a specific date; providing an exception to property held by agents and fiduciaries; providing that property held by fiduciaries under trust instruments is presumed unclaimed under certain circumstances; specifying that a certain subsection does not require a caveator to be served with formal notice of its own petition for administration; providing provisions relating to gifts to lawyers and other disqualified persons, etc.

Effective Date: 10/1/2013
 Last Action: 6/17/2013 - Chapter No. 2013-172
Bill Text: Web Page | PDF
Senate Committee References:
  1. Judiciary (JU)
  2. Banking and Insurance (BI)

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  • Bill History

    Date Chamber Action
    1/25/2013 Senate • Filed
    2/4/2013 Senate • Referred to Judiciary; Banking and Insurance -SJ 37
    2/11/2013 Senate • On Committee agenda-- Judiciary, 02/19/13, 1:00 pm, 110 Senate Office Building
    2/19/2013 Senate • CS by Judiciary; YEAS 9 NAYS 0 -SJ 113
    2/21/2013 Senate • Pending reference review under Rule 4.7(2) - (Committee Substitute)
    2/26/2013 Senate • Now in Banking and Insurance -SJ 113
    3/5/2013 Senate • Introduced -SJ 37
    • CS by Judiciary read 1st time -SJ 109
    3/15/2013 Senate • On Committee agenda-- Banking and Insurance, 03/20/13, 3:00 pm, 110 Senate Office Building
    3/20/2013 Senate • CS/CS by- Banking and Insurance; YEAS 12 NAYS 0 -SJ 241
    3/21/2013 Senate • Pending reference review -under Rule 4.7(2) - (Committee Substitute)
    3/22/2013 Senate • Placed on Calendar, on 2nd reading -SJ 241
    • Placed on Special Order Calendar, 03/27/13
    3/25/2013 Senate • CS/CS by Banking and Insurance read 1st time -SJ 246
    3/27/2013 Senate • Read 2nd time -SJ 264
    • Placed on 3rd reading
    4/4/2013 Senate • Read 3rd time -SJ 303
    • CS passed; YEAS 40 NAYS 0 -SJ 303
    4/10/2013 House • In Messages
    4/29/2013 House • Referred to Calendar -HJ 972
    • Placed on Special Order Calendar, 04/30/13
    • Received -HJ 972
    4/30/2013 House • Read 2nd time -HJ 1005
    • Substituted for CS/CS/HB 583 -HJ 1006
    • Placed on 3rd reading
    5/1/2013 House • Read 3rd time -HJ 1052
    • CS passed; YEAS 117 NAYS 0 -HJ 1053
    5/1/2013 Senate • Ordered enrolled -SJ 986
    6/10/2013 • Signed by Officers and presented to Governor
    6/14/2013 • Approved by Governor
    6/17/2013 • Chapter No. 2013-172

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  • CS/CS/SB 492, Enrolled (Current Bill Version) Posted 5/6/2013 at 1:36 PM

    Bill Text:   Web Page | PDF
    Analyses:   None

    Related Bills (3)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    H 583 (c2) Estates Spano Similar Last Action: 4/30/2013 H Laid on Table, companion bill(s) passed, see CS/CS/SB 492 (Ch. 2013-172) -HJ 1006
    Location: Laid on Table     		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 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 6 (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 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 18 (pdf)

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  • CS/CS/SB 492, Committee Substitute 2 Posted 3/21/2013 at 10:44 AM

    Bill Text:   Web Page | PDF
    Analyses:   None

    Related Bills (3)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    H 583 (c2) Estates Spano Similar Last Action: 4/30/2013 H Laid on Table, companion bill(s) passed, see CS/CS/SB 492 (Ch. 2013-172) -HJ 1006
    Location: Laid on Table     		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

    Floor Votes (2)

    Date Chamber Result
    4/4/2013 2:44 PM Senate 40 Yeas - 0 Nays
    5/1/2013 2:55 PM House 117 Yeas - 0 Nays

    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 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 6 (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 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 18 (pdf)

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  • CS/SB 492, Committee Substitute 1 Posted 2/21/2013 at 3:05 PM

    Bill Text:   Web Page | PDF
    Analyses:   Banking and Insurance (Pre-Meeting) 3/18/2013 (pdf)
    Banking and Insurance (Post-Meeting) 3/21/2013 (pdf)

    Related Bills (2)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    H 583 (c2) Estates Spano Similar Last Action: 4/30/2013 H Laid on Table, companion bill(s) passed, see CS/CS/SB 492 (Ch. 2013-172) -HJ 1006
    Location: Laid on Table     		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
    141568 - Amendment
    In the directory clause, delete lines 47 - 48 and insert:     		Banking and Insurance
    (Lee)     		3/19/2013
    10:21 AM     		Replaced by Committee Substitute
    3/20/2013     		Web Page
    PDF
    595722 - Amendment
    Delete line 90 and insert:     		Banking and Insurance
    (Benacquisto)     		3/18/2013
    9:06 AM     		Replaced by Committee Substitute
    3/20/2013     		Web Page
    PDF

    Committee Votes (1)

    Date Committee Result
    3/20/2013 3:00 PM Banking and Insurance 12 Yeas - 0 Nays

    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 16 (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 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 6 (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 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 14 (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 18 (pdf)

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  • SB 492, Original Filed Version Posted 1/25/2013 at 3:21 PM

    Bill Text:   Web Page | PDF
    Analyses:   Judiciary (Pre-Meeting) 2/18/2013 (pdf)
    Judiciary (Post-Meeting) 2/21/2013 (pdf)

    Related Bills (1)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    H 583 Estates Spano Identical Last Action: 4/30/2013 H Laid on Table, companion bill(s) passed, see CS/CS/SB 492 (Ch. 2013-172) -HJ 1006
    Location: Laid on Table     		Track This Bill

    Committee Amendments (1)

    Amendment Sponsor Filed Last Committee Action Format
    564352 - Amendment
    Between lines 42 and 43 insert:     		Judiciary
    (Bradley)     		2/18/2013
    11:33 AM     		Replaced by Committee Substitute
    2/21/2013     		Web Page
    PDF

    Committee Votes (1)

    Date Committee Result
    2/19/2013 1:00 PM Judiciary 9 Yeas - 0 Nays

    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 13 (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 7 (pdf)
    733.212 Notice of administration; filing of objections. Page 14 (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 17 (pdf)
    736.0813 Duty to inform and account. Page 12 (pdf)
    738.104 Trustee’s power to adjust. Page 17 (pdf)

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