SB 105

  • California Senate Bill
  • 2009-2010 Regular Session
  • Introduced in Senate Jan 27, 2009
  • Passed Senate May 14, 2009
  • Passed Assembly Aug 16, 2010
  • Governor

Donative transfers: restrictions.

Abstract

Existing law generally prohibits an instrument from making a donative transfer to the person who drafted or transcribed the instrument and certain other disqualified persons. This provision is subject to specified exceptions, including when the instrument is reviewed by an independent attorney who counsels the client about the nature and consequences of the intended transfer, attempts to determine if the intended consequence is the result of fraud, menace, duress, or undue influence, and signs and delivers to the transferor a certificate of independent review. This bill would revise and recast these provisions to establish an express presumption of fraud or undue influence when a donative instrument makes a gift to the person who drafted or transcribed the instrument, and certain other disqualified persons. The bill would define relevant terms for purposes of these provisions and make other technical and conforming changes.

Bill Sponsors (1)

Votes


Actions


Sep 30, 2010

California State Legislature

Chaptered by Secretary of State. Chapter 620, Statutes of 2010.

California State Legislature

Approved by Governor.

Sep 02, 2010

California State Legislature

Enrolled. To Governor at 4 p.m.

Aug 19, 2010

Senate

Senate concurs in Assembly amendments. (Ayes 35. Noes 0. Page 4654.) To enrollment.

Aug 17, 2010

Senate

In Senate. To unfinished business.

Aug 16, 2010

Assembly

Read third time. Passed. (Ayes 74. Noes 0. Page 6244.) To Senate.

Aug 12, 2010

Assembly

Read third time. Amended. (Page 6174.) To third reading.

Aug 03, 2010

Assembly

Read second time. To third reading.

Aug 02, 2010

Assembly

Read second time. Amended. To second reading.

Jul 01, 2010

Assembly

(Heard in committee on June 29.)

Assembly

From committee: Do pass as amended. (Ayes 10. Noes 0.)

Jun 22, 2010

Assembly

(June 22 amended measure version corrected June 28.)

Assembly

From committee with author's amendments. Read second time. Amended. Re-referred to Com. on JUD.

  • Reading-1
  • Referral-Committee
  • Reading-2
  • Committee-Passage
Com. on JUD.

May 26, 2009

Assembly

To Com. on JUD.

May 14, 2009

Assembly

In Assembly. Read first time. Held at Desk.

Senate

Read third time. Passed. (Ayes 38. Noes 0. Page 900.) To Assembly.

May 11, 2009

Senate

To Special Consent Calendar.

May 07, 2009

Senate

Read second time. To third reading.

May 06, 2009

Senate

From committee: Do pass. (Ayes 5. Noes 0. Page 808.)

Apr 23, 2009

Senate

Set for hearing May 5.

Feb 05, 2009

Senate

To Com. on JUD.

Jan 28, 2009

Senate

From print. May be acted upon on or after February 27.

Jan 27, 2009

Senate

Introduced. Read first time. To Com. on RLS. for assignment. To print.

Bill Text

Bill Text Versions Format
SB105 HTML
01/27/09 - Introduced PDF
06/22/10 - Amended Assembly PDF
08/02/10 - Amended Assembly PDF
08/12/10 - Amended Assembly PDF
08/23/10 - Enrolled PDF
09/30/10 - Chaptered PDF

Related Documents

Document Format
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Sources

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