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.
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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4/23/2014 Senate • Withdrawn from Judiciary; Banking and Insurance; Rules -SJ 573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
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CS/CS/HB 757, Enrolled (Current Bill Version) Posted 4/25/2014 at 11:31 AM
Bill Text: PDF Analyses: None Related Bills (1)
Bill Number Subject Filed By Relationship Last Action and Location Track Bills S 998 (c1) Estates Hukill Similar Last Action: 4/23/2014 S Laid on Table, companion bill(s) passed, see CS/CS/HB 757 (Ch. 2014-127) -SJ 573
Location: Laid on Table
Citations - Statutes (6)
Citation Catchline Location in Bill Location In Bill Help 732.806 Gifts to lawyers and other disqualified persons. Page 2 (pdf) 733.107 Burden of proof in contests; presumption of undue influence. Page 2 (pdf) 733.808 Death benefits; disposition of proceeds. Page 3 (pdf) 736.0207 Trust contests. Page 3 (pdf) 736.05053 Trustee’s duty to pay expenses and obligations of settlor’s estate. Page 4 (pdf) 736.1106 Antilapse; survivorship with respect to future interests under terms of inter vivos and testamentary trusts; substitute takers. Page 5 (pdf) -
CS/CS/HB 757, Committee Substitute 2 Posted 3/21/2014 at 5:51 PM
Bill Text: PDF Analyses: None Related Bills (1)
Bill Number Subject Filed By Relationship Last Action and Location Track Bills S 998 (c1) Estates Hukill Similar Last Action: 4/23/2014 S Laid on Table, companion bill(s) passed, see CS/CS/HB 757 (Ch. 2014-127) -SJ 573
Location: Laid on Table
Floor Votes (2)
Date Chamber Result 4/11/2014 3:42 PM House 115 Yeas - 0 Nays 4/23/2014 2:49 PM Senate 34 Yeas - 0 Nays Citations - Statutes (6)
Citation Catchline Location in Bill Location In Bill Help 732.806 Gifts to lawyers and other disqualified persons. Page 2 (pdf) 733.107 Burden of proof in contests; presumption of undue influence. Page 2 (pdf) 733.808 Death benefits; disposition of proceeds. Page 3 (pdf) 736.0207 Trust contests. Page 3 (pdf) 736.05053 Trustee’s duty to pay expenses and obligations of settlor’s estate. Page 4 (pdf) 736.1106 Antilapse; survivorship with respect to future interests under terms of inter vivos and testamentary trusts; substitute takers. Page 5 (pdf) -
CS/HB 757, Committee Substitute 1 Posted 3/14/2014 at 11:41 AM
Bill Text: PDF Analyses: Judiciary Committee (Post-Meeting) 3/21/2014 (pdf)
Related Bills (1)
Bill Number Subject Filed By Relationship Last Action and Location Track Bills S 998 (c1) Estates Hukill Similar Last Action: 4/23/2014 S Laid on Table, companion bill(s) passed, see CS/CS/HB 757 (Ch. 2014-127) -SJ 573
Location: Laid on Table
Committee Amendments (2)
Amendment Sponsor Filed Last Committee Action Format 499717 - Amendment
Between lines 51 and 52, insert:Spano 3/20/2014
6:17 PMAdopted without Objection
3/21/2014PDF 684337 - Amendment
Between lines 83 and 84, insert:Spano 3/20/2014
6:17 PMAdopted without Objection
3/21/2014PDF Citations - Statutes (6)
Citation Catchline Location in Bill Location In Bill Help 732.806 Gifts to lawyers and other disqualified persons. Page 2 (pdf) 733.107 Burden of proof in contests; presumption of undue influence. Page 2 (pdf) 733.808 Death benefits; disposition of proceeds. Page 3 (pdf) 736.0207 Trust contests. Page 3 (pdf) 736.05053 Trustee’s duty to pay expenses and obligations of settlor’s estate. Page 4 (pdf) 736.1106 Antilapse; survivorship with respect to future interests under terms of inter vivos and testamentary trusts; substitute takers. Page 5 (pdf) -
HB 757, Original Filed Version Posted 1/30/2014 at 9:17 AM
Bill Text: PDF Analyses: Civil Justice Subcommittee (Post-Meeting) 6/27/2014 (pdf)
Related Bills (1)
Bill Number Subject Filed By Relationship Last Action and Location Track Bills S 998 (c1) Estates Hukill Similar Last Action: 4/23/2014 S Laid on Table, companion bill(s) passed, see CS/CS/HB 757 (Ch. 2014-127) -SJ 573
Location: Laid on Table
Committee Amendments (1)
Amendment Sponsor Filed Last Committee Action Format 763057 - Amendment
Between lines 21 and 22, insert:Spano 3/11/2014
6:18 PMAdopted without Objection
3/12/2014PDF Citations - Statutes (5)
Citation Catchline Location in Bill Location In Bill Help 733.107 Burden of proof in contests; presumption of undue influence. Page 1 (pdf) 733.808 Death benefits; disposition of proceeds. Page 2 (pdf) 736.0207 Trust contests. Page 3 (pdf) 736.05053 Trustee’s duty to pay expenses and obligations of settlor’s estate. Page 3 (pdf) 736.1106 Antilapse; survivorship with respect to future interests under terms of inter vivos and testamentary trusts; substitute takers. Page 4 (pdf)