VA SB102 | 2024 | Regular Session

Status

Completed Legislative Action
Spectrum: Partisan Bill (Republican 1-0)
Status: Passed on April 5 2024 - 100% progression
Action: 2024-04-05 - Governor: Acts of Assembly Chapter text (CHAP0576)
Text: Latest bill text (Chaptered) [HTML]

Summary

Wills and trusts; tangible personal property; nonexoneration. Provides that if a trust instrument that was revocable, as defined in relevant law, immediately before the settlor's death refers to a written statement or list of items of tangible personal property and their intended recipients with reasonable certainty and is signed by the settlor, such written statement or list shall be given the effect of a specific bequest although it does not satisfy the requirements for a trust instrument. The bill also provides that real or personal property that is the subject of a specific devise or bequest in a trust instrument that was revocable immediately before the settlor's death shall be passed without the right of exoneration. Under current law, the provisions that govern separate writing identifying recipients of tangible personal property apply only to wills, and the provisions that govern the nonexoneration of a specific devise or bequest of real or personal property apply only to wills and transfer on death deeds.

Tracking Information

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Title

Wills and trusts; tangible personal property, nonexoneration.

Sponsors


Roll Calls

2024-02-28 - House - House: VOTE: Block Vote Passage (97-Y 0-N) (Y: 97 N: 0 NV: 0 Abs: 3) [PASS]
2024-02-23 - House - House: Reported from Courts of Justice (20-Y 0-N) (Y: 20 N: 0 NV: 0 Abs: 2) [PASS]
2024-02-16 - House - House: Subcommittee recommends reporting (8-Y 0-N) (Y: 8 N: 0 NV: 0 Abs: 1) [PASS]
2024-02-13 - Senate - Senate: Constitutional reading dispensed (40-Y 0-N) (Y: 40 N: 0 NV: 0 Abs: 0) [PASS]
2024-02-13 - Senate - Senate: Passed Senate (40-Y 0-N) (Y: 40 N: 0 NV: 0 Abs: 0) [PASS]
2024-02-13 - Senate - Senate: Constitutional reading dispensed (40-Y 0-N) (Y: 40 N: 0 NV: 0 Abs: 0) [PASS]
2024-02-12 - Senate - Senate: Reported from Courts of Justice (11-Y 0-N) (Y: 11 N: 0 NV: 0 Abs: 0) [PASS]

History

DateChamberAction
2024-04-05 Governor: Acts of Assembly Chapter text (CHAP0576)
2024-04-05 Governor: Approved by Governor-Chapter 576 (effective 7/1/24)
2024-03-11 Governor: Governor's Action Deadline 11:59 p.m., April 8, 2024
2024-03-11SenateEnrolled Bill Communicated to Governor on March 11, 2024
2024-03-07SenateSigned by President
2024-03-04HouseSigned by Speaker
2024-03-04SenateBill text as passed Senate and House (SB102ER)
2024-03-04SenateEnrolled
2024-02-28HouseVOTE: Block Vote Passage (97-Y 0-N)
2024-02-28HousePassed House BLOCK VOTE (97-Y 0-N)
2024-02-28HouseRead third time
2024-02-27HouseRead second time
2024-02-23HouseReported from Courts of Justice (20-Y 0-N)
2024-02-16HouseSubcommittee recommends reporting (8-Y 0-N)
2024-02-15HouseAssigned Courts sub: Civil
2024-02-15HouseReferred to Committee for Courts of Justice
2024-02-15HouseRead first time
2024-02-15HousePlaced on Calendar
2024-02-13SenateConstitutional reading dispensed (40-Y 0-N)
2024-02-13SenatePassed Senate (40-Y 0-N)
2024-02-13SenateConstitutional reading dispensed (40-Y 0-N)
2024-02-13SenateRead second time and engrossed
2024-02-12SenateReported from Courts of Justice (11-Y 0-N)
2024-01-10SenateMoved from Judiciary to Courts of Justice due to a change of the committee name
2024-01-03SenateReferred to Committee for Courts of Justice
2024-01-03SenatePrefiled and ordered printed; offered 01/10/24 24102489D

Subjects


Code Citations

ChapterArticleSectionCitation TypeStatute Text
642400(n/a)See Bill Text
642531(n/a)See Bill Text

Virginia State Sources

TypeSource
Summaryhttps://lis.virginia.gov/cgi-bin/legp604.exe?241+sum+SB102
Texthttps://lis.virginia.gov/cgi-bin/legp604.exe?241+ful+SB102+hil
Texthttps://lis.virginia.gov/cgi-bin/legp604.exe?241+ful+SB102ER+hil
Texthttps://lis.virginia.gov/cgi-bin/legp604.exe?241+ful+CHAP0576+hil
Roll Callhttps://lis.virginia.gov/cgi-bin/legp604.exe?241+vot+S13V0139+SB0102
Roll Callhttps://lis.virginia.gov/cgi-bin/legp604.exe?241+vot+SV0432SB0102+SB0102
Roll Callhttps://lis.virginia.gov/cgi-bin/legp604.exe?241+vot+SV0433SB0102+SB0102
Roll Callhttps://lis.virginia.gov/cgi-bin/legp604.exe?241+vot+SV0431SB0102+SB0102
Roll Callhttps://lis.virginia.gov/cgi-bin/legp604.exe?241+vot+H0802V0114+SB0102
Roll Callhttps://lis.virginia.gov/cgi-bin/legp604.exe?241+vot+H08V0323+SB0102
Roll Callhttps://lis.virginia.gov/cgi-bin/legp604.exe?241+vot+HV1237+SB0102

Bill Comments

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