SB 18 IN

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Became Law

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.)

• Liz Brown Republican · author
• Eric Koch Republican · author
• Cyndi Carrasco Republican · author
• Jerry Torr · sponsor

1. Jan 8, 2024 Authored by Senator Brown L · upper
2. Jan 8, 2024 First reading: referred to Committee on Judiciary · upper
3. Jan 9, 2024 Senator Koch added as second author · upper
4. Jan 11, 2024 Committee report: amend do pass, adopted · upper
5. Jan 16, 2024 Second reading: ordered engrossed · upper
6. Jan 18, 2024 Senator Carrasco added as third author · upper
7. Jan 29, 2024 House sponsor: Representative Torr · upper
8. Jan 29, 2024 Third reading: passed; Roll Call 41: yeas 49, nays 0 · upper
9. Jan 31, 2024 Referred to the House · upper
10. Feb 6, 2024 First reading: referred to Committee on Judiciary · lower
11. Feb 12, 2024 Representatives Jeter and Steuerwald added as cosponsors · lower
12. Feb 22, 2024 Committee report: amend do pass, adopted · lower
13. Feb 26, 2024 Second reading: ordered engrossed · lower
14. Feb 27, 2024 Third reading: passed; Roll Call 214: yeas 93, nays 0 · lower
15. Feb 28, 2024 Returned to the Senate with amendments · lower
16. Feb 29, 2024 Senate advisors appointed: Randolph Lonnie M and Carrasco · upper
17. Feb 29, 2024 Motion to dissent filed · upper
18. Feb 29, 2024 Senate dissented from House amendments · upper
19. Feb 29, 2024 Senate conferees appointed: Brown L and Pol · upper
20. Feb 29, 2024 House conferees appointed: Torr and Bauer M · lower
21. Feb 29, 2024 House advisors appointed: Jeter, Zimmerman and Garcia Wilburn · lower
22. Mar 6, 2024 Rules Suspended. Conference Committee Report 1: adopted by the House; Roll Call 307: yeas 92, nays 0 · lower
23. Mar 6, 2024 CCR # 1 filed in the Senate · upper
24. Mar 6, 2024 CCR # 1 filed in the House · lower
25. Mar 7, 2024 Conference Committee Report 1: adopted by the Senate; Roll Call 299: yeas 46, nays 2 · upper
26. Mar 13, 2024 Public Law 99 · upper
27. Mar 13, 2024 Signed by the Governor · executive
28. Mar 8, 2024 Signed by the President Pro Tempore · upper
29. Mar 11, 2024 Signed by the Speaker · lower
30. Mar 12, 2024 Signed by the President of the Senate · upper

The published texts of this bill as it moves through the legislature. Each links to the official document on the state legislature site. Data from OpenStates.

• Enrolled Senate Bill (S) · PDF
• Senate Bill (S) · PDF
• Senate Bill (H) · PDF
• Introduced Senate Bill (S) · PDF