2022 Regular SessionIndiana Legislature

HB1208: Various probate and trust matters.

Legislative Summary

Various probate and trust matters. In one instance in the law on health care advance directives, changes the word "testator" to "declarant". Amends several provisions relating to the filing of notices to make those provisions consistent with Rules of Trial Procedure 86 and 87 concerning electronic filing. Resolves inconsistencies in two sections of the chapter on dispensing with administration so that those sections authorize a fiduciary to distribute and disburse the estate assets before filing a closing statement. Authorizes the appointment of a special administrator under certain circumstances and establishes a procedure for the appointment of a special administrator for the purpose of pursuing a claim for a decedent's wrongful death. In a section concerning the filing of an electronic will, replaces an incorrect reference with a reference to the Rules on Access to Court Records. Provides that a video or audio recording of a principal who executes a power of attorney may be admissible as evidence of matters relevant to the validity or enforceability of the power of attorney. Provides that any objection to a final account and petition for distribution of a decedent's estate must be filed at least 14 days before the hearing date. Eliminates references to a trustee "docketing" a trust and identifies permissible methods for the filing of a copy of a trust instrument with a court. Amends two definitions of "electronic power of attorney" to provide that an electronic power of attorney may be signed in the presence of witnesses instead of being notarized. Provides that a person who has been found guilty, or guilty but mentally ill, on a charge of causing an unlawful death of a decedent is a constructive trustee of certain property acquired or entitled to be received by the culpable person. Includes a married individual who does not have any dependents and whose death was caused by a spouse within the definition of "adult person" for the purpose of a wrongful death action. Makes conforming changes. Makes technical corrections. (The introduced version of this bill was prepared by the probate code study commission.)

Bill History

1/6/2022
Authored by Representative Young J
House of Representatives
1/6/2022
First reading: referred to Committee on Judiciary
House of Representatives
1/13/2022
Committee report: do pass, adopted
House of Representatives
1/18/2022
Second reading: ordered engrossed
House of Representatives
1/20/2022
Third reading: passed; Roll Call 51: yeas 86, nays 0
House of Representatives
1/20/2022
Senate sponsors: Senators Freeman and Koch
House of Representatives
1/21/2022
Referred to the Senate
House of Representatives
2/1/2022
First reading: referred to Committee on Judiciary
Senate
2/10/2022
Committee report: amend do pass, adopted
Senate
2/14/2022
Second reading: amended, ordered engrossed
Senate
2/14/2022
Amendment #1 (Freeman) prevailed; voice vote
Senate
2/15/2022
Third reading: passed; Roll Call 202: yeas 47, nays 0
Senate
2/16/2022
Returned to the House with amendments
Senate
2/21/2022
Motion to concur filed
House of Representatives
2/22/2022
House concurred in Senate amendments; Roll Call 247: yeas 92, nays 0
House of Representatives
2/24/2022
Signed by the Speaker
House of Representatives
2/24/2022
Signed by the President Pro Tempore
Senate
3/15/2022
Signed by the President of the Senate
Senate
3/18/2022
Signed by the Governor
House of Representatives
3/18/2022
Public Law 162
House of Representatives

Amendments

Senate Amendment #1 (Filed)

Senate Amendment #1 (Filed)

2/14/2022Not Adopted

Roll Call Votes

House - House concurred in Senate amendments
2/22/2022
92
Yea
0
Nay
1
Not Voting
7
Absent
Result: PASSED
Senate - Third reading
2/15/2022
47
Yea
0
Nay
0
Not Voting
3
Absent
Result: PASSED
Senate - Committee Vote
2/9/2022
11
Yea
0
Nay
0
Not Voting
0
Absent
Result: PASSED
House - Third reading
1/20/2022
86
Yea
0
Nay
3
Not Voting
11
Absent
Result: PASSED
House - Committee Vote
1/12/2022
10
Yea
0
Nay
0
Not Voting
3
Absent
Result: PASSED

Status Information

Current Status
Passed(3/18/2022)
Chamber
House of Representatives
Sine Die

Sponsors

Republican: 3

Primary Sponsor

John Young
John Young
Republican

Documents

Engrossed
Bill Text2/22/2022565.2 KB
Enrolled
Bill Text2/22/2022462.9 KB
Amended
Bill Text2/14/2022564.5 KB
Engrossed
Bill Text2/14/2022565.2 KB
Amended
Bill Text2/10/2022477.4 KB
Amended
Bill Text2/10/2022564.5 KB
Amended
Bill Text1/13/2022477.4 KB
Introduced
Bill Text1/5/2022460.1 KB
Fiscal Note
Fiscal Note2/28/202266.5 KB
Misc
Misc2/21/202287.7 KB
Fiscal Note
Fiscal Note2/15/202266.3 KB
Fiscal Note
Fiscal Note2/14/202266.4 KB
Misc
Misc2/10/202268.8 KB
Fiscal Note
Fiscal Note2/10/202266.4 KB
Fiscal Note
Fiscal Note1/20/202258.0 KB
Fiscal Note
Fiscal Note1/18/202257.8 KB
Fiscal Note
Fiscal Note1/13/202257.8 KB
Misc
Misc1/13/2022168.7 KB
Fiscal Note
Fiscal Note1/5/202257.9 KB