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.
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• Withdrawn from Judiciary; Banking and Insurance; Rules -SJ 573 • Placed on Calendar, on 2nd reading -SJ 573 • Substituted for CS/SB 998 -SJ 573 • Read 2nd time -SJ 573 •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 |
