CS/CS/HB 757 (2014) - Estates

General Bill by Judiciary Committee and Civil Justice Subcommittee and Spano

Estates: Specifies that certain restrictions on gifts to lawyers & certain other people apply to written instruments executed after date certain; providing applicability; provides circumstances under which burden of proof shifts in cases involving undue influence; provides retroactive application; requires that directive to apply certain death benefits for payment of claims & administration expenses be specified in certain instruments; provides for retroactive applicability; establishes which party bears burden of proof in action to contest validity or revocation of trust; provides changes apply after date certain; requires specific directive for certain assets & death benefits to be used to pay estate expenses; provides for retroactive applicability; provides for vesting of outright devises in certain trust documents; provides applicability.

Effective Date: July 1, 2014

Last Event: Chapter No. 2014-127 on Friday, June 13, 2014 3:34 PM

Referred Committees and Committee Actions

House Referrals

Civil Justice Subcommittee
- On agenda for: 03/12/14 8:00 AM
  View Notice Meeting Packets Action Packets
- Favorable With Committee Substitute (final action) See Votes
Judiciary Committee
- On agenda for: 03/21/14 9:00 AM
  View Notice Meeting Packets Action Packets
- Favorable With Committee Substitute (final action) See Votes

Related Bills

Bill #	Subject	Relationship
Bill #: CS/SB 998	Subject: Estates	Relationship: Similar

Bill Text

Enrolled
Committee Substitute 2
Committee Substitute 1
- A 499717 , Spano (JDC) Date Filed: 03/20/14, Line#: 51 House(c): Adopted Without Objection 03/21/2014 11:29 AM
- A 684337 , Spano (JDC) Date Filed: 03/20/14, Line#: 83 House(c): Adopted Without Objection 03/21/2014 11:29 AM
Original Filed Version
- A 763057 , Spano (CJS) Date Filed: 03/11/14, Line#: 21 House(c): Adopted Without Objection 03/12/2014 11:43 AM

Staff Analysis

Chamber	Committee
Chamber: House	Committee: Final Bill Analysis 6/27/2014 3:39:10 PM
Chamber: House	Committee: Final Bill Analysis 5/14/2014 9:12:59 AM
Chamber: House	Committee: Judiciary Committee 3/21/2014 5:30:22 PM
Chamber: House	Committee: Judiciary Committee 3/19/2014 5:21:47 PM
Chamber: House	Committee: Civil Justice Subcommittee 3/14/2014 11:30:04 AM
Chamber: House	Committee: Civil Justice Subcommittee 3/10/2014 4:38:11 PM

Vote History

Chamber	Date	Yeas	Nays	Action	Action 2	Vote Detail	Barcode
Chamber: House	Date: 04/11/2014 03:42 PM	Yeas: 115	Nays: 0	Action:	Action 2: Passage	Vote Detail: Vote [Seq# 593]	Barcode:
Chamber: Senate	Date: 04/23/2014 02:49 PM	Yeas: 34	Nays: 0	Action:	Action 2:	Vote Detail: Vote [Seq# 6]	Barcode:

Bill History

Event	Time	Member	Committee	Ver.
Event: Chapter No. 2014-127	Time: 06/13/2014 - 3:34 PM	Member:	Committee:	Version: er
Event: Approved by Governor	Time: 06/13/2014 - 11:35 AM	Member:	Committee:	Version: er
Event: Signed by Officers and presented to Governor	Time: 06/05/2014 - 10:30 AM	Member:	Committee:	Version: er
Event: H Ordered enrolled	Time: 04/24/2014 - 6:37 PM	Member:	Committee:	Version: c2
Event: H In Messages	Time: 04/24/2014 - 6:37 PM	Member:	Committee:	Version: c2
Event: S CS passed; YEAS 34 NAYS 0 -SJ 573	Time: 04/23/2014 - 2:49 PM	Member:	Committee:	Version: c2
Event: S Read 3rd time -SJ 573	Time: 04/23/2014 - 2:49 PM	Member:	Committee:	Version: c2
Event: S Read 2nd time -SJ 573	Time: 04/23/2014 - 2:49 PM	Member:	Committee:	Version: c2
Event: S Substituted for CS/SB 998 -SJ 573	Time: 04/23/2014 - 2:49 PM	Member:	Committee:	Version: c2
Event: S Placed on Calendar, on 2nd reading -SJ 573	Time: 04/23/2014 - 2:49 PM	Member:	Committee:	Version: c2
Event: S Withdrawn from Judiciary; Banking and Insurance; Rules -SJ 573	Time: 04/23/2014 - 2:49 PM	Member:	Committee: Judiciary	Version: c2
Event: S Received -SJ 523	Time: 04/22/2014 - 6:50 PM	Member:	Committee:	Version: c2
Event: S Referred to Judiciary; Banking and Insurance; Rules -SJ 523	Time: 04/21/2014 - 7:21 PM	Member:	Committee: Judiciary	Version: c2
Event: S In Messages	Time: 04/21/2014 - 6:33 PM	Member:	Committee:	Version: c2
Event: H CS passed; YEAS 115, NAYS 0	Time: 04/11/2014 - 3:41 PM	Member:	Committee:	Version: c2
Event: H Read 3rd time	Time: 04/11/2014 - 3:41 PM	Member:	Committee:	Version: c2
Event: H Added to Third Reading Calendar	Time: 04/09/2014 - 4:58 PM	Member:	Committee:	Version: c2
Event: H Placed on 3rd reading	Time: 04/09/2014 - 4:16 PM	Member:	Committee:	Version: c2
Event: H Read 2nd time	Time: 04/09/2014 - 4:15 PM	Member:	Committee:	Version: c2
Event: H Bill added to Special Order Calendar (4/9/2014)	Time: 04/07/2014 - 6:37 PM	Member:	Committee:	Version: c2
Event: H Added to Second Reading Calendar	Time: 03/27/2014 - 11:23 AM	Member:	Committee:	Version: c2
Event: H Bill referred to House Calendar	Time: 03/27/2014 - 11:23 AM	Member:	Committee:	Version: c2
Event: H 1st Reading	Time: 03/24/2014 - 5:33 PM	Member:	Committee:	Version: c2
Event: H CS Filed	Time: 03/21/2014 - 5:51 PM	Member:	Committee:	Version: c2
Event: H Laid on Table under Rule 7.19(a)	Time: 03/21/2014 - 5:51 PM	Member:	Committee:	Version: c1
Event: H Reported out of Judiciary Committee	Time: 03/21/2014 - 5:31 PM	Member:	Committee: Judiciary Committee	Version: c1
Event: H Favorable with CS by Judiciary Committee	Time: 03/21/2014 - 11:00 AM	Member:	Committee: Judiciary Committee	Version: c1
Event: H Added to Judiciary Committee agenda	Time: 03/19/2014 - 4:13 PM	Member:	Committee: Judiciary Committee	Version: c1
Event: H Now in Judiciary Committee	Time: 03/18/2014 - 9:45 AM	Member:	Committee: Judiciary Committee	Version: c1
Event: H Referred to Judiciary Committee	Time: 03/18/2014 - 9:45 AM	Member:	Committee: Judiciary Committee	Version: c1
Event: H 1st Reading	Time: 03/14/2014 - 5:34 PM	Member:	Committee:	Version: c1
Event: H CS Filed	Time: 03/14/2014 - 11:41 AM	Member:	Committee:	Version: c1
Event: H Laid on Table under Rule 7.19(a)	Time: 03/14/2014 - 11:41 AM	Member:	Committee:	Version: __
Event: H Reported out of Civil Justice Subcommittee	Time: 03/14/2014 - 11:30 AM	Member:	Committee: Civil Justice Subcommittee	Version: __
Event: H Favorable with CS by Civil Justice Subcommittee	Time: 03/12/2014 - 11:43 AM	Member:	Committee: Civil Justice Subcommittee	Version: __
Event: H Added to Civil Justice Subcommittee agenda	Time: 03/10/2014 - 3:58 PM	Member:	Committee: Civil Justice Subcommittee	Version: __
Event: H 1st Reading	Time: 03/04/2014 - 11:50 PM	Member:	Committee:	Version: __
Event: H Now in Civil Justice Subcommittee	Time: 02/06/2014 - 2:10 PM	Member:	Committee: Civil Justice Subcommittee	Version: __
Event: H Referred to Judiciary Committee	Time: 02/06/2014 - 2:10 PM	Member:	Committee: Judiciary Committee	Version: __
Event: H Referred to Insurance & Banking Subcommittee	Time: 02/06/2014 - 2:10 PM	Member:	Committee: Insurance & Banking Subcommittee	Version: __
Event: H Referred to Civil Justice Subcommittee	Time: 02/06/2014 - 2:10 PM	Member:	Committee: Civil Justice Subcommittee	Version: __
Event: H Filed	Time: 01/30/2014 - 9:17 AM	Member: Spano	Committee:	Version: __

Statutes Referenced by this Bill

Statute	Other Bill Citations
732.806	CS/SB 998
733.107	CS/SB 998
733.808	CS/SB 998
736.0207	CS/SB 998
736.05053	CS/SB 998
736.1106	CS/SB 998