CS/HB 325: Estates
GENERAL BILL by Judiciary Committee ; Wood
Estates; Provides fiduciary lawyer-client privilege; revises provisions relating to intestate share of surviving spouse; provides right to reform terms of will to correct mistakes or achieve tax objectives; provides for award of fees & costs in reformation & modification proceedings either against party's share in estate or in form of personal judgment against party individually; clarifies that revocation of will is subject to challenge on grounds of fraud, duress, mistake, or undue influence, etc.
Effective Date: except as otherwise provided
Last Action: 6/23/2011 - Chapter No. 2011-183
Bill Text: Web Page | PDF
Last Action: 6/23/2011 - Chapter No. 2011-183
Bill Text: Web Page | PDF
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Bill History
Date Chamber Action 1/21/2011 House • Filed
2/1/2011 House • Referred to Civil Justice Subcommittee; Judiciary Committee -HJ 32
2/16/2011 House • On Committee agenda-- Civil Justice Subcommittee, 02/23/11, 1:00 pm, 404 HOB
2/23/2011 House • Favorable by Civil Justice Subcommittee; YEAS 15 NAYS 0 -HJ 151
• Now in Judiciary Committee -HJ 151
3/8/2011 House • Introduced -HJ 32
3/15/2011 House • On Committee agenda-- Judiciary Committee, 03/17/11, 9:00 am, 404 HOB
3/17/2011 House • CS by- Judiciary Committee; YEAS 16 NAYS 0 -HJ 261
3/18/2011 House • Pending review of CS -under Rule 7.19(c)
• CS by Judiciary Committee read 1st time -HJ 255
3/21/2011 House • Placed on Calendar -HJ 265
4/11/2011 House • Placed on Special Order Calendar, 04/14/11
4/14/2011 House • Read 2nd time -HJ 632
• Read 3rd time -HJ 632
• CS passed; YEAS 119 NAYS 0 -HJ 632
4/15/2011 Senate • In Messages
4/27/2011 Senate • Referred to Judiciary; Banking and Insurance; Rules -SJ 573
4/28/2011 Senate • Received -SJ 573
4/29/2011 Senate • Withdrawn from Judiciary; Banking and Insurance; Rules -SJ 595
• Placed on Calendar, on 2nd reading
• Substituted for CS/SB 648 -SJ 595
• Read 2nd time -SJ 595
• Read 3rd time -SJ 595
• CS passed; YEAS 39 NAYS 0 -SJ 595
5/2/2011 House • Ordered enrolled -HJ 1162
6/13/2011 • Signed by Officers and presented to Governor
6/21/2011 • Approved by Governor
6/23/2011 • Chapter No. 2011-183
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CS/HB 325, Enrolled (Current Bill Version) Posted 5/3/2011 at 2:49 PM
Bill Text: Web Page | PDF Analyses: None Related Bills (2)
Bill Number Subject Filed By Relationship Last Action and Location Track Bills S 648 (c1) Estates Joyner Similar Last Action: 4/29/2011 S Laid on Table, companion bill(s) passed, see CS/HB 325 (Ch. 2011-183) -SJ 595
Location: Laid on Table
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)
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 3 (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) -
CS/HB 325, Committee Substitute 1 Posted 3/18/2011 at 1:17 PM
Bill Text: Web Page | PDF Analyses: None Related Bills (2)
Bill Number Subject Filed By Relationship Last Action and Location Track Bills S 648 (c1) Estates Joyner Similar Last Action: 4/29/2011 S Laid on Table, companion bill(s) passed, see CS/HB 325 (Ch. 2011-183) -SJ 595
Location: Laid on Table
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)
Floor Votes (2)
Date Chamber Result 4/14/2011 4:14 PM House 119 Yeas - 0 Nays 4/29/2011 10:26 AM Senate 39 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 3 (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) -
HB 325, Original Filed Version Posted 1/21/2011 at 12:03 PM
Bill Text: Web Page | PDF Analyses: Civil Justice Subcommittee (Post-Meeting) 2/23/2011 (pdf)
Judiciary Committee (Post-Meeting) 6/27/2011 (pdf)
Related Bills (1)
Bill Number Subject Filed By Relationship Last Action and Location Track Bills S 648 Estates Joyner Identical Last Action: 4/29/2011 S Laid on Table, companion bill(s) passed, see CS/HB 325 (Ch. 2011-183) -SJ 595
Location: Laid on Table
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 5 (pdf) 744.441 Powers of guardian upon court approval. Page 5 (pdf)