IN SB0518 | 2019 | Regular Session
Status
Completed Legislative Action
Spectrum: Partisan Bill (Republican 3-0)
Status: Passed on May 5 2019 - 100% progression
Action: 2019-05-05 - Public Law 231
Text: Latest bill text (Enrolled) [PDF]
Spectrum: Partisan Bill (Republican 3-0)
Status: Passed on May 5 2019 - 100% progression
Action: 2019-05-05 - Public Law 231
Text: Latest bill text (Enrolled) [PDF]
Summary
Probate matters. Repeals the probate study subcommittee. Creates the probate code study commission. Allows a person to contest two or more wills if there is prima facie evidence that: (1) the decedent suffered from an irreversible medical or psychiatric condition that predated the earliest will to be challenged; or (2) a party beneficially interested in one or more of the challenged wills had a direct and active nexus with the preparation or execution process for each will to be challenged. Specifies that the issuance of a court order on any matter related to an unsupervised estate does not revoke the personal representative's authority to continue the administration of the estate as an unsupervised estate. Adds definitions for the terms: (1) "petition for administration"; and (2) "unit address". Provides a process for filing a notice of administration. Removes certain reporting requirements regarding small estate administration to the estate recovery unit of the office of Medicaid policy and planning. Recognizes the small estate threshold of $25,000 for the estate of an individual who dies before July 1, 2007. Authorizes the Indiana supreme court and office of judicial administration to establish and administer a statewide electronic estate planning documents registry (registry). Allows certain individuals to deposit the following items into the registry: (1) An electronic will. (2) An electronic trust instrument. (3) An electronic power of attorney. (4) Any electronic document that revokes or amends an electronic will, electronic trust instrument, or electronic power of attorney. Requires the administrator of the registry to catalog submitted items according to the following: (1) The name of the testator, settlor, or principal. (2) The county of residence for the testator, settlor, or principal. (3) The date of execution for an electronic estate planning document. (4) The date of submission to or deposit with the registry of information pertaining to an electronic estate planning document. (5) The name of any attorney responsible for the preparation or execution of an electronic estate planning document. Requires the registry administrator to make the registry index: (1) available to; and (2) searchable by; the public. Requires the registry administrator to keep the substantive content of electronic documents submitted to or deposited with the registry private, secure, and inaccessible to the public. Requires the registry administrator to issue a certified report concerning the existence of certain items submitted to or deposited with the registry in certain instances. Requires the registry administrator to issue a certified transcript of certain documents submitted to or deposited with the registry in certain instances. Allows the registry administrator to charge fees in certain instances. Revises definitions for the following terms: (1) "Document integrity evidence". (2) "Tamper evident". Defines the term "specified adult" as a person who: (1) is not less than 65 years of age; or (2) is a person that: (A) is at least 18 years of age; and (B) has a mental or physical impairment that prohibits the person from protecting the person's interests. Allows certain individuals to act on behalf of a specified adult in certain instances involving the financial exploitation of the specified adult. Provides that if a transfer on death deed has been recorded before the death of the owner, a subsequent conveyance is void if it is not recorded before the death of the owner with the recorder of deeds in the county where the real property is situated. Establishes dates that determine when certain probate statutes apply. Requires a court to issue certain findings before exempting encumbered real property from certain restrictions concerning the sale of the real property. Allows the devolution of real estate title to be demonstrated by prima facie evidence. Specifies how devolution of real estate title may be demonstrated. Requires the estate recovery unit of the office of Medicaid policy and planning to provide notice of a claim against an estate in certain instances. Makes technical corrections.
Title
Probate matters. Repeals the probate study subcommittee. Creates the probate code study commission. Allows a person to contest two or more wills if there is prima facie evidence that: (1) the decedent suffered from an irreversible medical or psychiatric condition that predated the earliest will to be challenged; or (2) a party beneficially interested in one or more of the challenged wills had a direct and active nexus with the preparation or execution process for each will to be challenged. Specifies that the issuance of a court order on any matter related to an unsupervised estate does not revoke the personal representative's authority to continue the administration of the estate as an unsupervised estate. Adds definitions for the terms: (1) "petition for administration"; and (2) "unit address". Provides a process for filing a notice of administration. Removes certain reporting requirements regarding small estate administration to the estate recovery unit of the office of Medicaid policy and planning. Recognizes the small estate threshold of $25,000 for the estate of an individual who dies before July 1, 2007. Authorizes the Indiana supreme court and office of judicial administration to establish and administer a statewide electronic estate planning documents registry (registry). Allows certain individuals to deposit the following items into the registry: (1) An electronic will. (2) An electronic trust instrument. (3) An electronic power of attorney. (4) Any electronic document that revokes or amends an electronic will, electronic trust instrument, or electronic power of attorney. Requires the administrator of the registry to catalog submitted items according to the following: (1) The name of the testator, settlor, or principal. (2) The county of residence for the testator, settlor, or principal. (3) The date of execution for an electronic estate planning document. (4) The date of submission to or deposit with the registry of information pertaining to an electronic estate planning document. (5) The name of any attorney responsible for the preparation or execution of an electronic estate planning document. Requires the registry administrator to make the registry index: (1) available to; and (2) searchable by; the public. Requires the registry administrator to keep the substantive content of electronic documents submitted to or deposited with the registry private, secure, and inaccessible to the public. Requires the registry administrator to issue a certified report concerning the existence of certain items submitted to or deposited with the registry in certain instances. Requires the registry administrator to issue a certified transcript of certain documents submitted to or deposited with the registry in certain instances. Allows the registry administrator to charge fees in certain instances. Revises definitions for the following terms: (1) "Document integrity evidence". (2) "Tamper evident". Defines the term "specified adult" as a person who: (1) is not less than 65 years of age; or (2) is a person that: (A) is at least 18 years of age; and (B) has a mental or physical impairment that prohibits the person from protecting the person's interests. Allows certain individuals to act on behalf of a specified adult in certain instances involving the financial exploitation of the specified adult. Provides that if a transfer on death deed has been recorded before the death of the owner, a subsequent conveyance is void if it is not recorded before the death of the owner with the recorder of deeds in the county where the real property is situated. Establishes dates that determine when certain probate statutes apply. Requires a court to issue certain findings before exempting encumbered real property from certain restrictions concerning the sale of the real property. Allows the devolution of real estate title to be demonstrated by prima facie evidence. Specifies how devolution of real estate title may be demonstrated. Requires the estate recovery unit of the office of Medicaid policy and planning to provide notice of a claim against an estate in certain instances. Makes technical corrections.
Sponsors
Roll Calls
2019-04-22 - House - House - Rules Suspended. Conference Committee Report 1 (Y: 69 N: 0 NV: 1 Abs: 30) [PASS]
2019-04-22 - Senate - Senate - Conference Committee Report 1 (Y: 39 N: 8 NV: 2 Abs: 1) [PASS]
2019-04-09 - House - House - Third reading (Y: 95 N: 0 NV: 1 Abs: 4) [PASS]
2019-04-03 - House - House - Committee Vote (Y: 16 N: 0 NV: 0 Abs: 8) [PASS]
2019-04-01 - House - House - Committee Vote (Y: 9 N: 0 NV: 0 Abs: 4) [PASS]
2019-02-07 - Senate - Third reading (Y: 48 N: 1 NV: 0 Abs: 1) [PASS]
2019-01-30 - Senate - Senate - Committee Vote (Y: 11 N: 0 NV: 0 Abs: 0) [PASS]
2019-04-22 - Senate - Senate - Conference Committee Report 1 (Y: 39 N: 8 NV: 2 Abs: 1) [PASS]
2019-04-09 - House - House - Third reading (Y: 95 N: 0 NV: 1 Abs: 4) [PASS]
2019-04-03 - House - House - Committee Vote (Y: 16 N: 0 NV: 0 Abs: 8) [PASS]
2019-04-01 - House - House - Committee Vote (Y: 9 N: 0 NV: 0 Abs: 4) [PASS]
2019-02-07 - Senate - Third reading (Y: 48 N: 1 NV: 0 Abs: 1) [PASS]
2019-01-30 - Senate - Senate - Committee Vote (Y: 11 N: 0 NV: 0 Abs: 0) [PASS]
History
| Date | Chamber | Action |
|---|---|---|
| 2019-05-05 | Senate | Public Law 231 |
| 2019-05-05 | Senate | Signed by the Governor |
| 2019-04-30 | Senate | Signed by the President of the Senate |
| 2019-04-29 | House | Signed by the Speaker |
| 2019-04-24 | Senate | Signed by the President Pro Tempore |
| 2019-04-22 | Senate | Conference Committee Report 1: adopted by the Senate; Roll Call 553: yeas 39, nays 8 |
| 2019-04-22 | House | Rules Suspended. Conference Committee Report 1: adopted by the House; Roll Call 575: yeas 69, nays 0 |
| 2019-04-18 | House | CCR # 1 filed in the House |
| 2019-04-18 | Senate | CCR # 1 filed in the Senate |
| 2019-04-11 | House | House advisors appointed: Young J, Torr, Dvorak and Hatfield |
| 2019-04-11 | House | House conferees appointed: Steuerwald and DeLaney |
| 2019-04-11 | Senate | Senate advisors appointed: Head and Randolph Lonnie M |
| 2019-04-11 | Senate | Senate conferees appointed: Koch and Lanane |
| 2019-04-11 | Senate | Senate dissented from House amendments |
| 2019-04-11 | Senate | Motion to dissent filed |
| 2019-04-11 | House | Returned to the Senate with amendments |
| 2019-04-09 | House | Third reading: passed; Roll Call 442: yeas 95, nays 0 |
| 2019-04-08 | House | Amendment #1 (DeLaney) prevailed; voice vote |
| 2019-04-08 | House | Second reading: amended, ordered engrossed |
| 2019-04-04 | House | Committee report: do pass, adopted |
| 2019-04-01 | House | Referred to the Committee on Ways and Means pursuant to House Rule 127 |
| 2019-04-01 | House | Committee report: amend do pass, adopted |
| 2019-03-05 | House | First reading: referred to Committee on Judiciary |
| 2019-02-11 | Senate | Referred to the House |
| 2019-02-07 | Senate | House sponsor: Representative Steuerwald |
| 2019-02-07 | Senate | Third reading: passed; Roll Call 94: yeas 48, nays 1 |
| 2019-02-05 | Senate | Amendment #1 (Glick) prevailed; voice vote |
| 2019-02-05 | Senate | Amendment #2 (Koch) prevailed; voice vote |
| 2019-02-05 | Senate | Second reading: amended, ordered engrossed |
| 2019-02-04 | Senate | Senator Head added as second author |
| 2019-01-31 | Senate | Committee report: do pass, adopted |
| 2019-01-14 | Senate | First reading: referred to Committee on Judiciary |
| 2019-01-14 | Senate | Authored by Senator Koch |
