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• Withdrawn from Judiciary; Banking and Insurance; Rules -SJ 573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