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Glossary of Legislative Terms

CS/SB 648: Estates

GENERAL BILL by Banking and Insurance ; Joyner

Estates; Creates a fiduciary lawyer-client privilege. Provides that the lawyer-client privilege applies to the communications between a lawyer and a client that is a fiduciary. Revises provisions relating to the intestate share of a surviving spouse. Provides a right to reform the terms of a will to correct mistakes. Provides a right to modify the terms of a will to achieve tax objectives. Clarifies that a revocation of a will is subject to challenge on the grounds of fraud, duress, mistake, or undue influence, etc.

Effective Date: upon becoming a law, except as otherwise provided
 Last Action: 4/29/2011 Senate - Laid on Table, companion bill(s) passed, see CS/HB 325 (Ch. 2011-183) -SJ 595
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
    1/27/2011 Senate • Filed
    2/9/2011 Senate • Referred to Judiciary; Banking and Insurance; Rules -SJ 53
    3/4/2011 Senate • On Committee agenda-- Judiciary, 03/09/11, 3:15 pm, 110 Senate Office Building
    3/8/2011 Senate • Introduced -SJ 53
    3/9/2011 Senate • Favorable by Judiciary; YEAS 7 NAYS 0 -SJ 185
    3/10/2011 Senate • Now in Banking and Insurance -SJ 185
    3/17/2011 Senate • On Committee agenda-- Banking and Insurance, 03/22/11, 1:15 pm, 412 Knott Building
    3/22/2011 Senate • CS by Banking and Insurance; YEAS 10 NAYS 0 -SJ 286
    3/24/2011 Senate • Pending reference review under Rule 4.7(2) - (Committee Substitute)
    • Now in Rules -SJ 286
    • CS by Banking and Insurance read 1st time -SJ 289
    4/21/2011 Senate • On Committee agenda-- Rules, 04/26/11, 1:00 pm, 110 Senate Office Building
    4/26/2011 Senate • Favorable by- Rules; YEAS 12 NAYS 0 -SJ 541
    4/27/2011 Senate • Placed on Calendar, on 2nd reading -SJ 541
    • Placed on Special Order Calendar, 04/29/11
    4/29/2011 Senate • Read 2nd time -SJ 595
    • Substituted CS/HB 325 -SJ 595
    • Laid on Table, companion bill(s) passed, see CS/HB 325 (Ch. 2011-183) -SJ 595

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  • CS/SB 648, Committee Substitute 1 (Current Bill Version) Posted 3/24/2011 at 10:35 AM

    Bill Text:   Web Page | PDF
    Analyses:   Rules (Pre-Meeting) 4/22/2011 (pdf)
    Rules (Post-Meeting) 4/26/2011 (pdf)

    Related Bills (2)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    H 325 (er) Estates Wood Similar Last Action: 6/23/2011 Chapter No. 2011-183
    Location: Became Law     		Track This Bill
    S 708 Lawyer-client Privilege Thrasher Compare Last Action: 5/7/2011 S Died in Judiciary, companion bill(s) passed, see CS/HB 325 (Ch. 2011-183)
    Location: In committee/council (JU)     		Track This Bill

    Committee Votes (1)

    Date Committee Result
    4/26/2011 1:00 PM Rules 12 Yeas - 0 Nays

    Citations - Statutes (13)

    Citation Catchline Location in Bill Location In Bill Help
    90.5021 Page 2 (pdf)
    732.102 Spouse’s share of intestate estate. Page 3 (pdf)
    732.5165 Effect of fraud, duress, mistake, and undue influence. Page 5 (pdf)
    732.518 Will contests. Page 5 (pdf)
    732.615 Page 4 (pdf)
    732.616 Page 4 (pdf)
    733.1061 Page 4 (pdf)
    733.212 Notice of administration; filing of objections. Page 5 (pdf)
    736.0201 Role of court in trust proceedings. Page 8 (pdf)
    736.0207 Trust contests. Page 5 (pdf)
    736.0406 Effect of fraud, duress, mistake, or undue influence. Page 6 (pdf)
    736.0813 Duty to inform and account. Page 6 (pdf)
    744.441 Powers of guardian upon court approval. Page 7 (pdf)

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  • SB 648, Original Filed Version Posted 1/27/2011 at 8:13 AM

    Bill Text:   Web Page | PDF
    Analyses:   Judiciary (Pre-Meeting) 3/8/2011 (pdf)
    Judiciary (Post-Meeting) 3/18/2011 (pdf)
    Banking and Insurance (Pre-Meeting) 3/21/2011 (pdf)
    Banking and Insurance (Post-Meeting) 3/24/2011 (pdf)

    Related Bills (1)

    Bill Number Subject Filed By Relationship Last Action and Location Track Bills
    H 325 (c1) Estates Wood Compare Last Action: 6/23/2011 Chapter No. 2011-183
    Location: Became Law     		Track This Bill

    Committee Amendments (1)

    Amendment Sponsor Filed Last Committee Action Format
    587788 - Amendment
    Before line 36 insert:     		Banking and Insurance
    (Bennett)     		3/21/2011
    10:16 AM     		Replaced by Committee Substitute
    3/22/2011     		Web Page
    PDF

    Committee Votes (2)

    Date Committee Result
    3/9/2011 3:15 PM Judiciary 7 Yeas - 0 Nays
    3/22/2011 1:15 PM Banking and Insurance 10 Yeas - 0 Nays

    Citations - Statutes (10)

    Citation Catchline Location in Bill Location In Bill Help
    732.102 Spouse’s share of intestate estate. Page 2 (pdf)
    732.5165 Effect of fraud, duress, mistake, and undue influence. Page 4 (pdf)
    732.518 Will contests. Page 4 (pdf)
    732.615 Page 2 (pdf)
    732.616 Page 3 (pdf)
    733.1061 Page 3 (pdf)
    736.0201 Role of court in trust proceedings. Page 6 (pdf)
    736.0207 Trust contests. Page 4 (pdf)
    736.0406 Effect of fraud, duress, mistake, or undue influence. Page 4 (pdf)
    744.441 Powers of guardian upon court approval. Page 5 (pdf)

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