CS/SB 1064: Wills and Estates
GENERAL BILL by Banking and Insurance ; Powell
Wills and Estates; Expanding the types of probate documents that must be recorded; specifying that certain property is either included or excluded from the probate estate at the time of death; defining the term “probate estate”; providing that demands and disputes arising under a certain act must be determined using a specified action; providing that certain rights are forfeited if specified actions are not taken, etc.
Effective Date: Except as otherwise expressly provided in this act, this act shall take effect upon becoming a law
Last Action: 3/1/2024 Senate - Laid on Table, companion bill(s) passed, see CS/HB 923 (Ch. 2024-238) -SJ 580
Bill Text: Web Page | PDF
Last Action: 3/1/2024 Senate - Laid on Table, companion bill(s) passed, see CS/HB 923 (Ch. 2024-238) -SJ 580
Bill Text: Web Page | PDF
Senate Committee References:
- Judiciary (JU)
- Banking and Insurance (BI)
- Rules (RC)
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Bill History
Date Chamber Action 12/21/2023 Senate • Filed
1/4/2024 Senate • Referred to Judiciary; Banking and Insurance; Rules
1/9/2024 Senate • Introduced
1/24/2024 Senate • On Committee agenda-- Judiciary, 01/29/24, 4:00 pm, 412 Knott Building
1/29/2024 Senate • Favorable by Judiciary; YEAS 9 NAYS 0
1/30/2024 Senate • Now in Banking and Insurance
2/1/2024 Senate • On Committee agenda-- Banking and Insurance, 02/06/24, 3:00 pm, 412 Knott Building
2/6/2024 Senate • CS by Banking and Insurance; YEAS 9 NAYS 0
2/8/2024 Senate • Pending reference review under Rule 4.7(2) - (Committee Substitute)
• Now in Rules
• CS by Banking and Insurance read 1st time
2/9/2024 Senate • On Committee agenda-- Rules, 02/14/24, 9:00 am, 412 Knott Building
2/14/2024 Senate • Favorable by- Rules; YEAS 17 NAYS 0
2/15/2024 Senate • Placed on Calendar, on 2nd reading
2/28/2024 Senate • Placed on Special Order Calendar, 03/01/24
3/1/2024 Senate • Read 2nd time -SJ 580
• Substituted CS/HB 923 -SJ 580
• Laid on Table, companion bill(s) passed, see CS/HB 923 (Ch. 2024-238) -SJ 580
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CS/SB 1064, Committee Substitute 1 (Current Bill Version) Posted 2/8/2024 at 1:32 PM
Bill Text: Web Page | PDF Analyses: Rules (Pre-Meeting) 2/13/2024 (pdf)
Rules (Post-Meeting) 2/15/2024 (pdf)
Related Bills (1)
Bill Number Subject Filed By Relationship Last Action and Location Track Bills H 923 (er) Wills and Estates Civil Justice Subcommittee Identical Last Action: 6/17/2024 Chapter No. 2024-238 
Committee Votes (1)
Date Committee Result 2/14/2024 9:00 AM Rules 17 Yeas - 0 Nays Citations - Statutes (13)
Citation Catchline Location in Bill Location In Bill Help 28.223 Probate records; recordation. Page 2 (pdf) 732.217 Application. Page 3 (pdf) 732.218 Rebuttable presumptions. Page 4 (pdf) 732.219 Disposition upon death. Page 4 (pdf) 732.221 Perfection of title of personal representative or beneficiary. Page 5 (pdf) 732.2211 Page 5 (pdf) 732.223 Perfection of title of surviving spouse. Page 7 (pdf) 732.2231 Page 7 (pdf) 732.225 Acts of married persons. Page 7 (pdf) 732.702 Waiver of spousal rights. Page 8 (pdf) 733.212 Notice of administration; filing of objections. Page 9 (pdf) 733.2121 Notice to creditors; filing of claims. Page 9 (pdf) 733.607 Possession of estate. Page 10 (pdf) -
SB 1064, Original Filed Version Posted 12/21/2023 at 1:00 PM
Bill Text: Web Page | PDF Analyses: Judiciary (Pre-Meeting) 1/26/2024 (pdf)
Judiciary (Post-Meeting) 1/29/2024 (pdf)
Banking and Insurance (Pre-Meeting) 2/5/2024 (pdf)
Banking and Insurance (Post-Meeting) 2/8/2024 (pdf)
Related Bills (1)
Bill Number Subject Filed By Relationship Last Action and Location Track Bills H 923 (c1) Wills and Estates Civil Justice Subcommittee Similar Last Action: 6/17/2024 Chapter No. 2024-238
Committee Amendments (1)
Amendment Sponsor Filed Last Committee Action Format 862428 - Amendment
Delete lines 61 - 151 and insert:Banking and Insurance
(Powell)2/5/2024
9:06 AMReplaced by Committee Substitute
2/8/2024Web Page
PDFCommittee Votes (2)
Date Committee Result 1/29/2024 4:00 PM Judiciary 9 Yeas - 0 Nays 2/6/2024 3:00 PM Banking and Insurance 9 Yeas - 0 Nays Citations - Statutes (13)
Citation Catchline Location in Bill Location In Bill Help 28.223 Probate records; recordation. Page 2 (pdf) 732.217 Application. Page 3 (pdf) 732.218 Rebuttable presumptions. Page 4 (pdf) 732.219 Disposition upon death. Page 4 (pdf) 732.221 Perfection of title of personal representative or beneficiary. Page 5 (pdf) 732.2211 Page 5 (pdf) 732.223 Perfection of title of surviving spouse. Page 7 (pdf) 732.2231 Page 7 (pdf) 732.225 Acts of married persons. Page 7 (pdf) 732.702 Waiver of spousal rights. Page 8 (pdf) 733.212 Notice of administration; filing of objections. Page 9 (pdf) 733.2121 Notice to creditors; filing of claims. Page 9 (pdf) 733.607 Possession of estate. Page 10 (pdf)