SB 18

  • Indiana Senate Bill
  • 2024 Regular Session
  • Introduced in Senate
  • Passed Senate Jan 29, 2024
  • Passed House Feb 27, 2024
  • Signed by Governor Mar 13, 2024

Various probate matters.

Abstract

Expands the definition of a "health care representative". Creates a procedure to transfer the interest of certain single member, limited liability companies to a legatee or heir of the member upon the member's death. Provides that certain provisions in a will or revocable trust in favor of the testator's or trust settlor's former spouse are revoked upon dissolution or annulment of the marriage. Specifies that the provisions in favor of the testator's or trust settlor's former spouse are reinstated if the testator or the settlor remarries the former spouse. Provides that a court may order a convicted felon to serve as a domiciliary personal representative under certain circumstances. Provides that a claim by the estate recovery unit is forever barred unless the estate recovery unit takes certain action against the decedent's estate not later than 120 days after the date of death of the decedent. Provides that a personal representative or a trustee is not required to distribute particular assets based upon the potential gain or loss that a distributee would realize if the assets were sold. Provides that a verified petition for the issuance of a confidential health disclosure order must state whether the alleged incapacitated person cannot provide or has refused to provide written authorization for disclosure of certain medical information. Provides that a document creating a power of attorney that does not contain a notary and preparation statement may be recorded with the county recorder if the document meets certain criteria. Provides signature formats for an attorney in fact to use when signing an instrument on behalf of a principal. Provides recording requirements when including cross-references to a previously recorded document. Requires the endorsement of the county auditor to record a transfer on death deed and instrument. Specifies who an owner may designate as a grantee in a beneficiary designation instrument. Clarifies the form and scope of a transfer on death instrument. Resolves a technical conflict with HEA 1034-2024. Makes conforming and technical changes. (The introduced version of this bill was prepared by the probate code study commission.)

Bill Sponsors (6)

Votes


Actions


Mar 13, 2024

Office of the Governor

Signed by the Governor

Senate

Public Law 99

Mar 12, 2024

Senate

Signed by the President of the Senate

Mar 11, 2024

House

Signed by the Speaker

Mar 08, 2024

Senate

Signed by the President Pro Tempore

Mar 07, 2024

Senate

Conference Committee Report 1: adopted by the Senate; Roll Call 299: yeas 46, nays 2

Mar 06, 2024

Senate

CCR # 1 filed in the Senate

House

CCR # 1 filed in the House

House

Rules Suspended. Conference Committee Report 1: adopted by the House; Roll Call 307: yeas 92, nays 0

Feb 29, 2024

Senate

Senate advisors appointed: Randolph Lonnie M and Carrasco

Senate

Motion to dissent filed

Senate

Senate dissented from House amendments

Senate

Senate conferees appointed: Brown L and Pol

House

House conferees appointed: Torr and Bauer M

House

House advisors appointed: Jeter, Zimmerman and Garcia Wilburn

Feb 28, 2024

House

Returned to the Senate with amendments

Feb 27, 2024

House

Third reading: passed; Roll Call 214: yeas 93, nays 0

Feb 26, 2024

House

Second reading: ordered engrossed

Feb 22, 2024

House

Committee report: amend do pass, adopted

Feb 12, 2024

House

Representatives Jeter and Steuerwald added as cosponsors

Feb 06, 2024

House

First reading: referred to Committee on Judiciary

  • Reading-1
  • Referral-Committee
Judiciary

Jan 31, 2024

Senate

Referred to the House

Jan 29, 2024

Senate

Third reading: passed; Roll Call 41: yeas 49, nays 0

Senate

House sponsor: Representative Torr

Jan 18, 2024

Senate

Senator Carrasco added as third author

Jan 16, 2024

Senate

Second reading: ordered engrossed

Jan 11, 2024

Senate

Committee report: amend do pass, adopted

Jan 09, 2024

Senate

Senator Koch added as second author

Jan 08, 2024

Senate

Authored by Senator Brown L

Senate

First reading: referred to Committee on Judiciary

  • Reading-1
  • Referral-Committee
Judiciary

Bill Text

Bill Text Versions Format
Enrolled Senate Bill (S) PDF
Senate Bill (S) PDF
Senate Bill (H) PDF
Introduced Senate Bill (S) PDF

Related Documents

Document Format
Fiscal Note: SB0018.04.ENRH.FN001 PDF

Sources

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