Senate Bill 1231
2023-2024 Regular Session
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.
Co-Sponsorship Memo
Prime Sponsor
![Photo of Senator Senator Lisa Baker](https://www.palegis.us/resources/images/members/300/1077.jpg?20240411)
Senator Lisa Baker
R Senate District 20
Co-Sponsors
![Photo of Senator Sen. Christine Tartaglione](https://www.palegis.us/resources/images/members/300/277.jpg?20240411)
Sen. Christine Tartaglione
D Senate District 2
![Photo of Senator Sen. Tracy Pennycuick](https://www.palegis.us/resources/images/members/300/1912.jpg?20240411)
Sen. Tracy Pennycuick
R Senate District 24
![Photo of Senator Sen. Judy Ward](https://www.palegis.us/resources/images/members/300/1683.jpg?20240411)
Sen. Judy Ward
R Senate District 30
![Photo of Senator Sen. Jay Costa](https://www.palegis.us/resources/images/members/300/254.jpg?20240411)
Sen. Jay Costa
D Senate District 43
![Photo of Senator Sen. Nick Miller](https://www.palegis.us/resources/images/members/300/2009.jpg?20240411)
Sen. Nick Miller
D Senate District 14
![Photo of Senator Sen. Steven Santarsiero](https://www.palegis.us/resources/images/members/300/1179.jpg?20240411)
Sen. Steven Santarsiero
D Senate District 10
Bill Status & History
Last Action: (Remarks see House Journal Page ....), July 3, 2024
House
S
H
1666 | Referred to Judiciary, May 31, 2024 |
Reported as committed, June 4, 2024 | |
First consideration, June 4, 2024 | |
Second consideration, June 5, 2024 | |
Re-referred to Appropriations, June 5, 2024 | |
Re-reported as committed, June 10, 2024 | |
Third consideration and final passage, June 24, 2024 (50-0) | |
In the House | |
Referred to Judiciary, June 26, 2024 | |
Reported as committed, June 27, 2024 | |
First consideration, June 27, 2024 | |
Laid on the table, June 27, 2024 | |
Removed from table, July 1, 2024 | |
Second consideration, July 2, 2024 | |
Re-referred to Appropriations, July 2, 2024 | |
Re-reported as committed, July 3, 2024 | |
Third consideration and final passage, July 3, 2024 (202-0) | |
(Remarks see House Journal Page ....), July 3, 2024 |
Printers Numbers
Votes
Wednesday, July 3, 2024
House APPROPRIATIONS Committee Vote
House APPROPRIATIONS Committee Vote - Senate Bill 1231 PN1666, Re-report Bill As Committed - opens in a new tab
House APPROPRIATIONS Committee Vote - Senate Bill 1231 PN1666, Re-report Bill As Committed - opens in a new tab
25 0 - opens in a new tab |
Thursday, June 27, 2024 - House JUDICIARY Committee Vote
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50 0 - opens in a new tab |
Monday, June 24, 2024 - Senate Floor Vote
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24 0 - opens in a new tab |
Monday, June 10, 2024 - Senate APPROPRIATIONS Committee Vote
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14 0 - opens in a new tab |
Tuesday, June 4, 2024 - Senate JUDICIARY Committee Vote
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Committee Meetings
Voting meeting and any other business that may come before the committee.
Voting meeting and any other business that may come before the committee.
(to consider Senate Bills No. 761, 801, 1099, 1138, 1150, 1151, 1152, 1153, 1154, 1155, 1157 and 1231; and House Bill No. 1333)
(to consider Senate Bills No. 761, 801, 1099, 1138, 1150, 1151, 1152, 1153, 1154, 1155, 1157 and 1231; and House Bill No. 1333)
(to consider Senate Bills No. 186, 187, 1213, 1231, and 1236; and Senate Resolution No. 196)
(to consider Senate Bills No. 186, 187, 1213, 1231, and 1236; and Senate Resolution No. 196)
Statute References
This bill amends Title 20 (Decedents, Estates And Fiduciaries). Other bills amending the same statute are listed below.
![Photo of Senator Sen. Gene Yaw](https://www.palegis.us/resources/images/members/300/1186.jpg?20240411)
Sen. Gene Yaw
R Senate District 23
![Photo of Representative Rep. James Struzzi](https://www.palegis.us/resources/images/members/300/1835.jpg?20240411)
Rep. James Struzzi
R House District 62
Only the first 5 bills are included here. Looking for more?
View all legislation amending Title
20 (Decedents, Estates And Fiduciaries) - opens in a new tab
Senate Bill 1231
2023-2024 Regular Session
Sponsors
BAKER, TARTAGLIONE, PENNYCUICK, J. WARD, COSTA, MILLER, SANTARSIERO
Short Title
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 * * *
Memo Subject
Helping Grieving Families Through Unnecessary Tax Burdens (Former HB 1921)
Actions
1666 | Referred to JUDICIARY, May 31, 2024 |
Reported as committed, June 4, 2024 | |
First consideration, June 4, 2024 | |
Second consideration, June 5, 2024 | |
Re-referred to APPROPRIATIONS, June 5, 2024 | |
Re-reported as committed, June 10, 2024 | |
Third consideration and final passage, June 24, 2024 (50-0) | |
In the House | |
Referred to JUDICIARY, June 26, 2024 | |
Reported as committed, June 27, 2024 | |
First consideration, June 27, 2024 | |
Laid on the table, June 27, 2024 | |
Removed from table, July 1, 2024 | |
Second consideration, July 2, 2024 | |
Re-referred to APPROPRIATIONS, July 2, 2024 | |
Re-reported as committed, July 3, 2024 | |
Third consideration and final passage, July 3, 2024 (202-0) | |
(Remarks see House Journal Page ....), July 3, 2024 |
Generated 07/05/2024 01:49 PM