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CS/CS/CS/HB 343: Estates

GENERAL BILL by Judiciary Committee ; Finance and Tax Committee ; Civil Justice Subcommittee ; Moraitis

Estates; Revises contents of notice of administration; prohibits extensions of time for notices of administration; provides an exception; provides timeframes for certain objections; requires will to be attached to formal notice of petition for administration; revises provisions concerning personal representatives; provides for removal of unqualified personal representatives; revises provisions for allocation of estate tax; revises provisions addressing attorney's fees in probate & trust proceedings; grants discretion to court to assess fees against share of one or more persons; provides retroactive applicability.

Effective Date: 7/1/2015
 Last Action: 4/27/2015 House - Laid on Table, companion bill(s) passed, see CS/CS/SB 872 (Ch. 2015-27) -HJ 862
Bill Text: PDF

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  • Bill History

    Date Chamber Action
    1/19/2015 House • Filed
    1/28/2015 House • Referred to Civil Justice Subcommittee; Finance and Tax Committee; Judiciary Committee -HJ 31
    2/3/2015 House • On Committee agenda-- Civil Justice Subcommittee, 02/10/15, 10:30 am, Sumner Hall
    2/10/2015 House • CS by Civil Justice Subcommittee; YEAS 13 NAYS 0 -HJ 136
    2/19/2015 House • Pending review of CS under Rule 7.19(c)
    2/20/2015 House • Now in Finance and Tax Committee -HJ 131
    3/3/2015 House • Introduced -HJ 31
    • CS by Civil Justice Subcommittee read 1st time -HJ 128
    3/23/2015 House • On Committee agenda-- Finance and Tax Committee, 03/25/15, 1:00 pm, Morris Hall
    3/25/2015 House • CS/CS by Finance and Tax Committee; YEAS 15 NAYS 0 -HJ 345
    3/27/2015 House • Pending review of CS under Rule 7.19(c)
    • CS/CS by Finance and Tax Committee read 1st time -HJ 341
    3/30/2015 House • Now in Judiciary Committee -HJ 350
    4/6/2015 House • On Committee agenda-- Judiciary Committee, 04/08/15, 9:00 am, Sumner Hall
    4/8/2015 House • CS/CS/CS by- Judiciary Committee; YEAS 16 NAYS 0 -HJ 514
    4/10/2015 House • Pending review of CS -under Rule 7.19(c)
    • CS/CS/CS by Judiciary Committee read 1st time -HJ 508
    4/13/2015 House • Placed on Calendar -HJ 521
    4/24/2015 House • Placed on Special Order Calendar, 04/27/15
    4/27/2015 House • Substituted CS/CS/SB 872 -HJ 862
    • Laid on Table, companion bill(s) passed, see CS/CS/SB 872 (Ch. 2015-27) -HJ 862

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  • CS/CS/CS/HB 343, Committee Substitute 3 (Current Bill Version) Posted 4/10/2015 at 2:13 PM

    Bill Text:   PDF
    Analyses:   None

    Related Bills (1)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    S 872 (er) Estates Hukill Similar Last Action: 5/15/2015 Chapter No. 2015-27
    Location: Became Law     		Track This Bill

    Citations - Statutes (8)

    Citation Catchline Location in Bill Location In Bill Help
    733.106 Costs and attorney’s fees. Page 6 (pdf)
    733.212 Notice of administration; filing of objections. Page 7 (pdf)
    733.2123 Adjudication before issuance of letters. Page 9 (pdf)
    733.3101 Personal representative not qualified. Page 9 (pdf)
    733.504 Removal of personal representative; causes for removal. Page 11 (pdf)
    733.817 Apportionment of estate taxes. Page 12 (pdf)
    736.1005 Attorney’s fees for services to the trust. Page 34 (pdf)
    736.1006 Costs in trust proceedings. Page 36 (pdf)

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  • CS/CS/HB 343, Committee Substitute 2 Posted 3/27/2015 at 9:14 AM

    Bill Text:   PDF
    Analyses:   Judiciary Committee (Post-Meeting) 4/10/2015 (pdf)

    Related Bills (1)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    S 872 (c2) Estates Hukill Compare Last Action: 5/15/2015 Chapter No. 2015-27
    Location: Became Law     		Track This Bill

    Committee Amendments (1)

    Amendment Sponsor Filed Last Committee Action Format
    408971 - Strike All Amendment
    Remove everything after the enacting clause and insert:     		Moraitis 4/7/2015
    7:08 PM     		Adopted without Objection
    4/8/2015     		PDF

    Citations - Statutes (8)

    Citation Catchline Location in Bill Location In Bill Help
    733.106 Costs and attorney’s fees. Page 31 (pdf)
    733.212 Notice of administration; filing of objections. Page 2 (pdf)
    733.2123 Adjudication before issuance of letters. Page 4 (pdf)
    733.3101 Personal representative not qualified. Page 4 (pdf)
    733.504 Removal of personal representative; causes for removal. Page 5 (pdf)
    733.817 Apportionment of estate taxes. Page 7 (pdf)
    736.1005 Attorney’s fees for services to the trust. Page 32 (pdf)
    736.1006 Costs in trust proceedings. Page 34 (pdf)

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  • CS/HB 343, Committee Substitute 1 Posted 2/19/2015 at 12:23 PM

    Bill Text:   PDF
    Analyses:   Finance and Tax Committee (Post-Meeting) 3/27/2015 (pdf)

    Related Bills (1)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    S 872 (c1) Estates Hukill Compare Last Action: 5/15/2015 Chapter No. 2015-27
    Location: Became Law     		Track This Bill

    Committee Amendments (1)

    Amendment Sponsor Filed Last Committee Action Format
    891969 - Strike All Amendment
    Remove everything after the enacting clause and insert:     		Moraitis 3/24/2015
    6:00 PM     		PDF

    Citations - Statutes (8)

    Citation Catchline Location in Bill Location In Bill Help
    733.106 Costs and attorney’s fees. Page 31 (pdf)
    733.212 Notice of administration; filing of objections. Page 2 (pdf)
    733.2123 Adjudication before issuance of letters. Page 4 (pdf)
    733.3101 Personal representative not qualified. Page 4 (pdf)
    733.504 Removal of personal representative; causes for removal. Page 5 (pdf)
    733.817 Apportionment of estate taxes. Page 7 (pdf)
    736.1005 Attorney’s fees for services to the trust. Page 32 (pdf)
    736.1006 Costs in trust proceedings. Page 34 (pdf)

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  • HB 343, Original Filed Version Posted 1/19/2015 at 2:18 PM

    Bill Text:   PDF
    Analyses:   Civil Justice Subcommittee (Post-Meeting) 5/18/2015 (pdf)

    Related Bills (1)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    S 872 Estates Hukill Compare Last Action: 5/15/2015 Chapter No. 2015-27
    Location: Became Law     		Track This Bill

    Committee Amendments (4)

    Amendment Sponsor Filed Last Committee Action Format
    037403 - Amendment
    Between lines 12 and 13, insert:     		Moraitis 2/9/2015
    6:01 PM     		Adopted without Objection
    2/10/2015     		PDF
    116099 - Amendment
    Remove lines 638-647 and insert:     		Moraitis 2/9/2015
    6:01 PM     		Adopted without Objection
    2/10/2015     		PDF
    281593 - Amendment
    Between lines 653 and 654, insert:     		Moraitis 2/9/2015
    6:02 PM     		Adopted without Objection
    2/10/2015     		PDF
    646371 - Amendment
    Remove line 654 and insert:     		Moraitis 2/9/2015
    6:03 PM     		Adopted without Objection
    2/10/2015     		PDF

    Citations - Statutes (1)

    Citation Catchline Location in Bill Location In Bill Help
    733.817 Apportionment of estate taxes. Page 1 (pdf)

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