PA SB1035 | 2021-2022 | Regular Session
Status
Spectrum: Moderate Partisan Bill (Republican 5-1)
Status: Engrossed on September 21 2022 - 50% progression, died in committee
Action: 2022-09-26 - Referred to JUDICIARY
Pending: House Judiciary Committee
Text: Latest bill text (Introduced) [PDF]
Status: Engrossed on September 21 2022 - 50% progression, died in committee
Action: 2022-09-26 - Referred to JUDICIARY
Pending: House Judiciary Committee
Text: Latest bill text (Introduced) [PDF]
Summary
An Act amending Title 20 (Decedents, Estates and Fiduciaries) of the Pennsylvania Consolidated Statutes, in trusts, further providing for definitions, for trust instrument controls and mandatory rules - UTC 105, for governing law - UTC 107, for situs of trust, for nonjudicial settlement agreements - UTC 111, for charitable purposes; enforcement - UTC 405, for trust for care of animal - UTC 408, for noncharitable trust without ascertainable beneficiary - UTC 409, for reformation to correct mistakes - UTC 415, for modification to achieve settlor's tax objectives - UTC 416, for spendthrift provision - UTC 502, for creditor's claim against settlor - UTC 505(a), for overdue distribution - UTC 506, for revocation or amendment of revocable trust - UTC 602, for trustee's duties and powers of withdrawal - UTC 603, for accepting or declining trusteeship - UTC 701, for trustee's bond - UTC 702, for cotrustees - UTC 703, for vacancy in trusteeship and appointment of successor - UTC 704, for resignation of trustee and filing resignation, for compensation of trustee - UTC 708, for duty to administer trust - UTC 801, for duty of loyalty - UTC 802, for powers to direct - UTC 808, for duty to inform and report, for discretionary powers and for powers of trustees - UTC 815, providing for directed trusts, further providing for remedies for breach of trust--UTC 1001, providing for nonjudicial account settlement and further providing for reliance on trust instrument - UTC 1006, for exculpation of trustee - UTC 1008, for certification of trust - UTC 1013 and for title of purchaser.
Title
In trusts, further providing for definitions, for trust instrument controls and mandatory rules - UTC 105, for governing law - UTC 107, for situs of trust, for nonjudicial settlement agreements - UTC 111, for charitable purposes; enforcement - UTC 405, for trust for care of animal - UTC 408, for noncharitable trust without ascertainable beneficiary - UTC 409, for reformation to correct mistakes - UTC 415, for modification to achieve settlor's tax objectives - UTC 416, for spendthrift provision - UTC 502, for creditor's claim against settlor - UTC 505(a), for overdue distribution - UTC 506, for revocation or amendment of revocable trust - UTC 602, for trustee's duties and powers of withdrawal - UTC 603, for accepting or declining trusteeship - UTC 701, for trustee's bond - UTC 702, for cotrustees - UTC 703, for vacancy in trusteeship and appointment of successor - UTC 704, for resignation of trustee and filing resignation, for compensation of trustee - UTC 708, for duty to administer trust - UTC 801, for duty of loyalty - UTC 802, for powers to direct - UTC 808, for duty to inform and report, for discretionary powers and for powers of trustees - UTC 815, providing for directed trusts, further providing for remedies for breach of trust--UTC 1001, providing for nonjudicial account settlement and further providing for reliance on trust instrument - UTC 1006, for exculpation of trustee - UTC 1008, for certification of trust - UTC 1013 and for title of purchaser.
Sponsors
| Sen. Patrick Browne [R] | Sen. Robert Mensch [R] | Sen. Patrick Stefano [R] | Sen. Joe Pittman [R] |
| Sen. Judy Schwank [D] | Sen. Scott Martin [R] |
Roll Calls
2022-09-21 - Senate - Senate Floor: SB 1035 PN 1358, Final Passage (Y: 49 N: 0 NV: 0 Abs: 1) [PASS]
2022-09-20 - Senate - Senate Appropriations: Re-Reported as Committed (Y: 24 N: 0 NV: 0 Abs: 0) [PASS]
2022-06-07 - Senate - Senate Judiciary: Reported as Committed (Y: 14 N: 0 NV: 0 Abs: 0) [PASS]
2022-09-20 - Senate - Senate Appropriations: Re-Reported as Committed (Y: 24 N: 0 NV: 0 Abs: 0) [PASS]
2022-06-07 - Senate - Senate Judiciary: Reported as Committed (Y: 14 N: 0 NV: 0 Abs: 0) [PASS]
History
| Date | Chamber | Action |
|---|---|---|
| 2022-09-26 | House | Referred to JUDICIARY |
| 2022-09-21 | House | In the House |
| 2022-09-21 | Senate | Third consideration and final passage (49-0) |
| 2022-09-20 | Senate | Re-reported as committed |
| 2022-06-22 | Senate | Re-referred to APPROPRIATIONS |
| 2022-06-22 | Senate | Second consideration |
| 2022-06-07 | Senate | First consideration |
| 2022-06-07 | Senate | Reported as committed |
| 2022-01-26 | Senate | Referred to JUDICIARY |
