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Glossary of Legislative Terms

CS/SB 998: Estates

GENERAL BILL by Judiciary ; Hukill

Estates; Providing that certain restrictions on gifts to lawyers and other disqualified persons apply to written instruments executed on or after a specified date; clarifying circumstances under which a burden of proof shifts in cases involving undue influence; requiring that a directive to apply certain death benefits for the payment of claims and administration expenses be specified in certain instruments; establishing which party bears the burden of proof in an action to contest the validity or revocation of a trust, etc.

Effective Date: Upon becoming a law
 Last Action: 4/23/2014 Senate - Laid on Table, companion bill(s) passed, see CS/CS/HB 757 (Ch. 2014-127) -SJ 573
Bill Text: Web Page | PDF
Senate Committee References:
  1. Judiciary (JU)
  2. Banking and Insurance (BI)
  3. Rules (RC)

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  • Bill History

    Date Chamber Action
    2/11/2014 Senate • Filed
    2/18/2014 Senate • Referred to Judiciary; Banking and Insurance; Rules -SJ 80
    3/4/2014 Senate • Introduced -SJ 80
    3/6/2014 Senate • On Committee agenda-- Judiciary, 03/11/14, 1:30 pm, 110 Senate Office Building
    3/11/2014 Senate • CS by Judiciary; YEAS 8 NAYS 0 -SJ 242
    3/12/2014 Senate • Pending reference review under Rule 4.7(2) - (Committee Substitute)
    3/17/2014 Senate • Now in Banking and Insurance -SJ 242
    • CS by Judiciary read 1st time -SJ 251
    3/20/2014 Senate • On Committee agenda-- Banking and Insurance, 03/25/14, 2:00 pm, 110 Senate Office Building
    3/25/2014 Senate • Favorable by Banking and Insurance; YEAS 12 NAYS 0 -SJ 335
    3/26/2014 Senate • Now in Rules -SJ 335
    3/28/2014 Senate • On Committee agenda-- Rules, 04/02/14, 4:00 pm, 110 Senate Office Building
    4/2/2014 Senate • Favorable by- Rules; YEAS 13 NAYS 0 -SJ 442
    4/3/2014 Senate • Placed on Calendar, on 2nd reading -SJ 442
    4/8/2014 Senate • Placed on Special Order Calendar, 04/11/14
    4/11/2014 Senate • Read 2nd time -SJ 494
    • Placed on 3rd reading
    4/23/2014 Senate • Read 3rd time -SJ 573
    • Substituted CS/CS/HB 757 -SJ 573
    • Laid on Table, companion bill(s) passed, see CS/CS/HB 757 (Ch. 2014-127) -SJ 573

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  • CS/SB 998, Committee Substitute 1 (Current Bill Version) Posted 4/7/2014 at 11:57 AM

    Bill Text:   Web Page | PDF
    Analyses:   Banking and Insurance (Pre-Meeting) 3/24/2014 (pdf)
    Banking and Insurance (Post-Meeting) 3/25/2014 (pdf)
    Rules (Pre-Meeting) 4/1/2014 (pdf)
    Rules (Post-Meeting) 4/2/2014 (pdf)

    Related Bills (1)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    H 757 (er) Estates Spano Similar Last Action: 6/13/2014 Chapter No. 2014-127
    Location: Became Law     		Track This Bill

    Committee Votes (2)

    Date Committee Result
    3/25/2014 2:00 PM Banking and Insurance 12 Yeas - 0 Nays
    4/2/2014 4:00 PM Rules 13 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)

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  • SB 998, Original Filed Version Posted 2/11/2014 at 2:20 PM

    Bill Text:   Web Page | PDF
    Analyses:   Judiciary (Pre-Meeting) 3/10/2014 (pdf)
    Judiciary (Post-Meeting) 3/13/2014 (pdf)

    Related Bills (1)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    H 757 Estates Spano Similar Last Action: 6/13/2014 Chapter No. 2014-127
    Location: Became Law     		Track This Bill

    Committee Amendments (1)

    Amendment Sponsor Filed Last Committee Action Format
    710064 - Amendment
    Before line 23 insert:     		Judiciary
    (Bradley)     		3/10/2014
    1:37 PM     		Replaced by Committee Substitute
    3/12/2014     		Web Page
    PDF

    Committee Votes (1)

    Date Committee Result
    3/11/2014 1:30 PM Judiciary 8 Yeas - 0 Nays

    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)

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