PA SB1231 | 2023-2024 | Regular Session
Status
Completed Legislative Action
Spectrum: Bipartisan Bill
Status: Passed on July 15 2024 - 100% progression
Action: 2024-07-15 - Act No. 64 of 2024
Text: Latest bill text (Introduced) [PDF]
Spectrum: Bipartisan Bill
Status: Passed on July 15 2024 - 100% progression
Action: 2024-07-15 - Act No. 64 of 2024
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 - UTC 103, 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 - UTC 103, 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. Lisa Baker [R] | Sen. Christine Tartaglione [D] | Sen. Tracy Pennycuick [R] | Sen. Judith Ward [R] |
| Sen. Jay Costa [D] | Sen. Nicholas Miller [D] | Sen. Steven Santarsiero [D] |
Roll Calls
2024-07-03 - House - House Appropriations: Re-report Bill As Committed (Y: 37 N: 0 NV: 0 Abs: 0) [PASS]
2024-07-03 - House - House Floor: SB 1231 PN 1666, FINAL PASSAGE (Y: 202 N: 0 NV: 0 Abs: 1) [PASS]
2024-06-27 - House - House Judiciary: Report Bill As Committed (Y: 25 N: 0 NV: 0 Abs: 0) [PASS]
2024-06-24 - Senate - Senate Floor: SB 1231 PN 1666, Final Passage (Y: 50 N: 0 NV: 0 Abs: 0) [PASS]
2024-06-10 - Senate - Senate Appropriations: Re-Reported as Committed (Y: 24 N: 0 NV: 0 Abs: 0) [PASS]
2024-06-04 - Senate - Senate Judiciary: Reported as Committed (Y: 14 N: 0 NV: 0 Abs: 0) [PASS]
2024-07-03 - House - House Floor: SB 1231 PN 1666, FINAL PASSAGE (Y: 202 N: 0 NV: 0 Abs: 1) [PASS]
2024-06-27 - House - House Judiciary: Report Bill As Committed (Y: 25 N: 0 NV: 0 Abs: 0) [PASS]
2024-06-24 - Senate - Senate Floor: SB 1231 PN 1666, Final Passage (Y: 50 N: 0 NV: 0 Abs: 0) [PASS]
2024-06-10 - Senate - Senate Appropriations: Re-Reported as Committed (Y: 24 N: 0 NV: 0 Abs: 0) [PASS]
2024-06-04 - Senate - Senate Judiciary: Reported as Committed (Y: 14 N: 0 NV: 0 Abs: 0) [PASS]
History
| Date | Chamber | Action |
|---|---|---|
| 2024-07-15 | House | Act No. 64 of 2024 |
| 2024-07-15 | House | Approved by the Governor |
| 2024-07-09 | House | Presented to the Governor |
| 2024-07-09 | House | Signed in House |
| 2024-07-08 | House | Signed in Senate |
| 2024-07-03 | House | Third consideration and final passage (202-0) |
| 2024-07-03 | House | Re-reported as committed |
| 2024-07-02 | House | Re-referred to APPROPRIATIONS |
| 2024-07-02 | House | Second consideration |
| 2024-07-01 | House | Removed from table |
| 2024-06-27 | House | Laid on the table |
| 2024-06-27 | House | First consideration |
| 2024-06-27 | House | Reported as committed |
| 2024-06-26 | House | Referred to JUDICIARY |
| 2024-06-24 | House | In the House |
| 2024-06-24 | Senate | Third consideration and final passage (50-0) |
| 2024-06-10 | Senate | Re-reported as committed |
| 2024-06-05 | Senate | Re-referred to APPROPRIATIONS |
| 2024-06-05 | Senate | Second consideration |
| 2024-06-04 | Senate | First consideration |
| 2024-06-04 | Senate | Reported as committed |
| 2024-05-31 | Senate | Referred to JUDICIARY |
