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CS/CS/SB 872: Estates

GENERAL BILL by Banking and Insurance ; Judiciary ; Hukill

Estates; Authorizing the court, if costs and attorney fees are to be paid from the estate under specified sections of law, to direct payment from a certain part of the estate or, under specified circumstances, to direct payment from a trust; requiring a personal representative to be removed and the letters of administration revoked if he or she was not qualified to act at the time of appointment; providing that a governing instrument may not direct that taxes be paid from property other than property passing under the governing instrument, except under specified conditions, etc.

Effective Date: 7/1/2015
Last Action: 5/15/2015 - Chapter No. 2015-27
Location: Became Law
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
    2/12/2015 Senate • Filed
    2/20/2015 Senate • Referred to Judiciary; Banking and Insurance; Rules -SJ 91
    3/3/2015 Senate • Introduced -SJ 91
    3/5/2015 Senate • On Committee agenda-- Judiciary, 03/10/15, 4:00 pm, 110 Senate Office Building
    3/10/2015 Senate • CS by Judiciary; YEAS 10 NAYS 0 -SJ 192
    3/12/2015 Senate • Pending reference review under Rule 4.7(2) - (Committee Substitute)
    • Now in Banking and Insurance -SJ 192
    3/17/2015 Senate • CS by Judiciary read 1st time -SJ 207
    3/26/2015 Senate • On Committee agenda-- Banking and Insurance, 03/31/15, 10:00 am, 110 Senate Office Building
    3/31/2015 Senate • CS/CS by Banking and Insurance; YEAS 9 NAYS 0 -SJ 344
    4/2/2015 Senate • Pending reference review under Rule 4.7(2) - (Committee Substitute)
    • Now in Rules -SJ 344
    • CS/CS by Banking and Insurance read 1st time -SJ 346
    4/6/2015 Senate • On Committee agenda-- Rules, 04/09/15, 9:00 am, 110 Senate Office Building
    4/9/2015 Senate • Favorable by- Rules; YEAS 12 NAYS 0 -SJ 377
    4/10/2015 Senate • Placed on Calendar, on 2nd reading -SJ 377
    • Placed on Special Order Calendar, 04/14/15
    4/14/2015 Senate • Retained on Special Order Calendar -SJ 422
    4/22/2015 Senate • Read 2nd time -SJ 464
    • Amendment(s) adopted (388318, 733094, 738696) -SJ 464
    • Ordered engrossed -SJ 465
    • Placed on 3rd reading
    4/23/2015 Senate • Read 3rd time -SJ 574
    • CS passed as amended; YEAS 39 NAYS 0 -SJ 575
    4/23/2015 House • In Messages
    4/24/2015 House • Referred to Calendar -HJ 848
    • Placed on Special Order Calendar, 04/27/15
    • Received -HJ 847
    4/27/2015 House • Read 2nd time -HJ 861
    • Substituted for CS/CS/CS/HB 343 -HJ 862
    • Placed on 3rd reading
    4/28/2015 House • Read 3rd time -HJ 879
    • CS passed; YEAS 118 NAYS 0 -HJ 880
    4/28/2015 Senate • Ordered enrolled -SJ 703
    5/7/2015 • Signed by Officers and presented to Governor
    5/14/2015 • Approved by Governor
    5/15/2015 • Chapter No. 2015-27

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  • CS/CS/SB 872, Enrolled (Current Bill Version) Posted 4/28/2015 at 12:50 PM

    Bill Text:   Web Page PDF
    Analyses:   None

    Related Bills (1)

    Bill Number Subject Filed By Relationship Learn more about bill relationships Last Action and Location Track Bills
    H 343 (c3) Estates Moraitis Similar Last Action: 4/27/2015 H Laid on Table, companion bill(s) passed, see CS/CS/SB 872 (Ch. 2015-27) -HJ 862
    Location: Laid on Table

    Citations - Statutes (8)

    Citation Catchline Location in Bill Location In Bill Help
    733.106 Costs and attorney’s fees. Page 5 (pdf)
    733.212 Notice of administration; filing of objections. Page 7 (pdf)
    733.2123 Adjudication before issuance of letters. Page 8 (pdf)
    733.3101 Personal representative not qualified. Page 9 (pdf)
    733.504 Removal of personal representative; causes for removal. Page 10 (pdf)
    733.817 Apportionment of estate taxes. Page 11 (pdf)
    736.1005 Attorney’s fees for services to the trust. Page 31 (pdf)
    736.1006 Costs in trust proceedings. Page 33 (pdf)

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  • CS/CS/SB 872, Engrossed 1 Posted 4/22/2015 at 10:57 AM

    Bill Text:   Web Page PDF
    Analyses:   None

    Related Bills (1)

    Bill Number Subject Filed By Relationship Learn more about bill relationships Last Action and Location Track Bills
    H 343 (c3) Estates Moraitis Similar Last Action: 4/27/2015 H Laid on Table, companion bill(s) passed, see CS/CS/SB 872 (Ch. 2015-27) -HJ 862
    Location: Laid on Table

    Floor Votes (2)

    Date Chamber Result
    4/23/2015 2:01 PM Senate 39 Yeas - 0 Nays
    4/28/2015 11:30 AM House 118 Yeas - 0 Nays

    Citations - Statutes (8)

    Citation Catchline Location in Bill Location In Bill Help
    733.106 Costs and attorney’s fees. Page 5 (pdf)
    733.212 Notice of administration; filing of objections. Page 7 (pdf)
    733.2123 Adjudication before issuance of letters. Page 8 (pdf)
    733.3101 Personal representative not qualified. Page 9 (pdf)
    733.504 Removal of personal representative; causes for removal. Page 10 (pdf)
    733.817 Apportionment of estate taxes. Page 11 (pdf)
    736.1005 Attorney’s fees for services to the trust. Page 31 (pdf)
    736.1006 Costs in trust proceedings. Page 33 (pdf)

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  • CS/CS/SB 872, Committee Substitute 2 Posted 4/2/2015 at 12:04 PM

    Bill Text:   Web Page PDF
    Analyses:   Rules (Pre-Meeting) 4/7/2015 (pdf)
    Rules (Post-Meeting) 4/10/2015 (pdf)

    Related Bills (1)

    Bill Number Subject Filed By Relationship Learn more about bill relationships Last Action and Location Track Bills
    H 343 (c3) Estates Moraitis Similar Last Action: 4/27/2015 H Laid on Table, companion bill(s) passed, see CS/CS/SB 872 (Ch. 2015-27) -HJ 862
    Location: Laid on Table

    Floor Amendments (3)

    Amendment Sponsor Filed Last Floor Action Format
    388318 - Amendment
    Delete lines 347 - 458.
    Hukill 4/20/2015
    9:52 AM
    Senate: Adopted
    4/22/2015
    Web Page
    PDF
    733094 - Amendment
    Delete lines 1032 - 1129.
    Hukill 4/20/2015
    9:51 AM
    Senate: Adopted
    4/22/2015
    Web Page
    PDF
    738696 - Amendment
    Delete lines 1224 - 1225 and insert:
    Hukill 4/20/2015
    9:52 AM
    Senate: Adopted
    4/22/2015
    Web Page
    PDF

    Committee Votes (1)

    Date Committee Result
    4/9/2015 9:00 AM Rules 12 Yeas - 0 Nays

    Citations - Statutes (10)

    Citation Catchline Location in Bill Location In Bill Help
    733.106 Costs and attorney’s fees. Page 7 (pdf)
    733.212 Notice of administration; filing of objections. Page 8 (pdf)
    733.2123 Adjudication before issuance of letters. Page 10 (pdf)
    733.3101 Personal representative not qualified. Page 10 (pdf)
    733.504 Removal of personal representative; causes for removal. Page 11 (pdf)
    733.617 Compensation of personal representative. Page 13 (pdf)
    733.817 Apportionment of estate taxes. Page 16 (pdf)
    736.0708 Compensation of trustee. Page 36 (pdf)
    736.1005 Attorney’s fees for services to the trust. Page 40 (pdf)
    736.1006 Costs in trust proceedings. Page 41 (pdf)

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  • CS/SB 872, Committee Substitute 1 Posted 3/12/2015 at 4:11 PM

    Bill Text:   Web Page PDF
    Analyses:   Banking and Insurance (Pre-Meeting) 3/30/2015 (pdf)
    Banking and Insurance (Post-Meeting) 4/2/2015 (pdf)

    Related Bills (1)

    Bill Number Subject Filed By Relationship Learn more about bill relationships Last Action and Location Track Bills
    H 343 (c2) Estates Moraitis Compare Last Action: 4/27/2015 H Laid on Table, companion bill(s) passed, see CS/CS/SB 872 (Ch. 2015-27) -HJ 862
    Location: Laid on Table

    Committee Amendments (1)

    Amendment Sponsor Filed Last Committee Action Format
    846148 - Amendment
    Delete lines 1198 - 1201 and insert:
    Banking and Insurance
    (Hukill)
    3/30/2015
    8:10 AM
    Replaced by Committee Substitute
    3/31/2015
    Web Page
    PDF

    Committee Votes (1)

    Date Committee Result
    3/31/2015 10:00 AM Banking and Insurance 9 Yeas - 0 Nays

    Citations - Statutes (10)

    Citation Catchline Location in Bill Location In Bill Help
    733.106 Costs and attorney’s fees. Page 7 (pdf)
    733.212 Notice of administration; filing of objections. Page 8 (pdf)
    733.2123 Adjudication before issuance of letters. Page 10 (pdf)
    733.3101 Personal representative not qualified. Page 10 (pdf)
    733.504 Removal of personal representative; causes for removal. Page 11 (pdf)
    733.617 Compensation of personal representative. Page 13 (pdf)
    733.817 Apportionment of estate taxes. Page 16 (pdf)
    736.0708 Compensation of trustee. Page 36 (pdf)
    736.1005 Attorney’s fees for services to the trust. Page 40 (pdf)
    736.1006 Costs in trust proceedings. Page 41 (pdf)

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  • SB 872, Original Filed Version Posted 2/12/2015 at 10:48 AM

    Bill Text:   Web Page PDF
    Analyses:   Judiciary (Pre-Meeting) 3/9/2015 (pdf)
    Judiciary (Post-Meeting) 3/12/2015 (pdf)

    Related Bills (1)

    Bill Number Subject Filed By Relationship Learn more about bill relationships Last Action and Location Track Bills
    H 343 (c1) Estates Moraitis Compare Last Action: 4/27/2015 H Laid on Table, companion bill(s) passed, see CS/CS/SB 872 (Ch. 2015-27) -HJ 862
    Location: Laid on Table

    Committee Amendments (1)

    Amendment Sponsor Filed Last Committee Action Format
    475538 - Amendment (Delete All)
    Delete everything after the enacting clause and insert:
    Judiciary
    (Simpson)
    3/9/2015
    5:21 PM
    Replaced by Committee Substitute
    3/12/2015
    Web Page
    PDF

    Committee Votes (1)

    Date Committee Result
    3/10/2015 4:00 PM Judiciary 10 Yeas - 0 Nays

    Citations - Statutes (11)

    Citation Catchline Location in Bill Location In Bill Help
    733.106 Costs and attorney’s fees. Page 7 (pdf)
    733.212 Notice of administration; filing of objections. Page 9 (pdf)
    733.2123 Adjudication before issuance of letters. Page 10 (pdf)
    733.3101 Personal representative not qualified. Page 10 (pdf)
    733.504 Removal of personal representative; causes for removal. Page 11 (pdf)
    733.617 Compensation of personal representative. Page 13 (pdf)
    733.817 Apportionment of estate taxes. Page 17 (pdf)
    736.0708 Compensation of trustee. Page 36 (pdf)
    736.1005 Attorney’s fees for services to the trust. Page 40 (pdf)
    736.1006 Costs in trust proceedings. Page 42 (pdf)
    738.302 Apportionment of receipts and disbursements when decedent dies or income interest begins. Page 42 (pdf)

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