SB 153

  • California Senate Bill
  • 2017-2018 Regular Session
  • Introduced in Senate Jan 18, 2017
  • Passed Senate Apr 20, 2017
  • Passed Assembly Jun 19, 2017
  • Signed by Governor Jul 10, 2017

Estates and trusts: donative transfers.

Abstract

Existing law creates a presumption of fraud or undue influence, under certain circumstances, for any instrument that makes a donative transfer to specified persons, including, among others, a person in a fiduciary relationship with the transferor who transcribed the instrument or caused it to be transcribed. This bill would recast this presumption to apply to a donative transfer to a person who transcribed the instrument or caused it to be transcribed and who was in a fiduciary relationship with the transferor when the instrument was transcribed. Existing law creates exceptions to presumptions of fraud or undue influence for gifts where the donative instrument is reviewed by an independent attorney who counsels the transferor, as specified, about the nature of the transfer. Existing law specifies how gifts operate if they fail under the provisions providing presumptions of fraud or undue influence for donative transfers. Existing case law construes the term "donative transfer" to include, in addition to gifts, a transfer for inadequate or unfair consideration. This bill would replace the term "gift" with the term "donative transfer" for purposes of these provisions. Existing law states the intent of the Legislature that the above-referenced provisions regarding these presumptions supplement the common law of undue influence. This bill would state that it is the intent of the Legislature that these rules also supplement the common law of fraud.

Bill Sponsors (1)

Votes


Actions


Jul 10, 2017

California State Legislature

Approved by the Governor.

California State Legislature

Chaptered by Secretary of State. Chapter 56, Statutes of 2017.

Jun 26, 2017

California State Legislature

Enrolled and presented to the Governor at 11 a.m.

Jun 19, 2017

Senate

In Senate. Ordered to engrossing and enrolling.

Assembly

Read third time. Passed. (Ayes 74. Noes 0. Page 2259.) Ordered to the Senate.

Jun 14, 2017

Assembly

Read second time. Ordered to consent calendar.

Jun 13, 2017

Assembly

From committee: Do pass. Ordered to consent calendar. (Ayes 11. Noes 0.) (June 13).

May 18, 2017

Assembly

Referred to Com. on JUD.

  • Referral-Committee
Com. on JUD.

Apr 20, 2017

Assembly

In Assembly. Read first time. Held at Desk.

Senate

Read third time. Passed. (Ayes 36. Noes 0. Page 768.) Ordered to the Assembly.

Apr 06, 2017

Senate

Read second time. Ordered to consent calendar.

Apr 05, 2017

Senate

From committee: Do pass. Ordered to consent calendar. (Ayes 6. Noes 0. Page 625.) (April 4).

Mar 21, 2017

Senate

Set for hearing April 4.

Jan 26, 2017

Senate

Referred to Com. on JUD.

  • Referral-Committee
Com. on JUD.

Jan 19, 2017

Senate

From printer. May be acted upon on or after February 18.

Jan 18, 2017

Senate

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

Bill Text

Bill Text Versions Format
SB153 HTML
01/18/17 - Introduced PDF
06/21/17 - Enrolled PDF
07/10/17 - Chaptered PDF

Related Documents

Document Format
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Sources

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