2024 Regular SessionVirginia Legislature

HB678: Trusts; release or ratification of trustee by beneficiary, response of beneficiary in writing.

Legislative Summary

Trustees; settlement of accounts; notice and statements to beneficiaries; requirements. Provides that the beneficiary of a trust shall be deemed to have released a trustee and ratified all actions of a trustee for the administration of a trust if, when the trust terminates or the trustee ceases to serve, the trustee sends the beneficiary notice and the beneficiary does not object within 60 days after the trustee sent such notice. The bill also requires the trustee to provide to the beneficiary certain financial information related to the trust.

Demographic Impact

Overall analysis of equity impact

Neutral
Medium ConfidenceView detailed demographic breakdown ↓

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Bill History

1/9/2024
Prefiled and ordered printed; offered 01/10/24 24101335D
House of Delegates
1/9/2024
Referred to Committee for Courts of Justice
House of Delegates
1/25/2024
Assigned Courts sub: Civil
House of Delegates
1/29/2024
Subcommittee recommends reporting with substitute (7-Y 1-N)
House of Delegates
2/2/2024
Reported from Courts of Justice with substitute (21-Y 0-N)
House of Delegates
2/2/2024
Committee substitute printed 24106497D-H1
House of Delegates
2/6/2024
Read first time
House of Delegates
2/7/2024
Read second time
House of Delegates
2/7/2024
Committee substitute agreed to 24106497D-H1
House of Delegates
2/7/2024
Engrossed by House - committee substitute HB678H1
House of Delegates
2/8/2024
Read third time and passed House BLOCK VOTE (98-Y 0-N)
House of Delegates
2/8/2024
VOTE: Block Vote Passage (98-Y 0-N)
House of Delegates
2/9/2024
Constitutional reading dispensed
Senate
2/9/2024
Referred to Committee for Courts of Justice
Senate
2/19/2024
Reported from Courts of Justice with amendments (12-Y 0-N)
Senate
2/20/2024
Constitutional reading dispensed (39-Y 0-N)
Senate
2/21/2024
Read third time
Senate
2/21/2024
Reading of amendments waived
Senate
2/21/2024
Committee amendments agreed to
Senate
2/21/2024
Engrossed by Senate as amended
Senate
2/21/2024
Passed Senate with amendments (40-Y 0-N)
Senate
2/23/2024
Senate amendment agreed to by House (96-Y 0-N)
House of Delegates
2/23/2024
VOTE: Adoption (96-Y 0-N)
House of Delegates
2/28/2024
Enrolled
House of Delegates
2/28/2024
Bill text as passed House and Senate (HB678ER)
House of Delegates
2/28/2024
Signed by Speaker
House of Delegates
3/2/2024
Signed by President
Senate
3/11/2024
Enrolled Bill communicated to Governor on March 11, 2024
House of Delegates
3/11/2024
Governor: Governor's Action Deadline 11:59 p.m., April 8, 2024
4/4/2024
Governor: Approved by Governor-Chapter 446 (effective 7/1/24)
4/4/2024
Governor: Acts of Assembly Chapter text (CHAP0446)

Amendments

Senate amendments engrossed

Senate amendments engrossed

2/21/2024Not Adopted

Amendment(s) for HB678 for S-Courts of Justice

Amendment(s) for HB678 for S-Courts of Justice

2/19/2024Not Adopted

Substitute for HB678 Courts of Justice, Civil

Substitute for HB678 Courts of Justice, Civil

1/29/2024Not Adopted

Substitute for HB678 Courts of Justice, Civil

Substitute for HB678 Courts of Justice, Civil

1/29/2024Adopted

Senate amendments

Senate amendments

12/17/2017Not Adopted

Roll Call Votes

House: VOTE: Adoption (96-Y 0-N)
2/23/2024
96
Yea
0
Nay
0
Not Voting
4
Absent
Result: PASSED
Senate: Passed Senate with amendments (40-Y 0-N)
2/21/2024
40
Yea
0
Nay
0
Not Voting
0
Absent
Result: PASSED
Senate: Constitutional reading dispensed (39-Y 0-N)
2/20/2024
39
Yea
0
Nay
0
Not Voting
1
Absent
Result: PASSED
Senate: Reported from Courts of Justice with amendments (12-Y 0-N)
2/19/2024
12
Yea
0
Nay
0
Not Voting
0
Absent
Result: PASSED
House: VOTE: Block Vote Passage (98-Y 0-N)
2/8/2024
98
Yea
0
Nay
0
Not Voting
2
Absent
Result: PASSED
House: Reported from Courts of Justice with substitute (21-Y 0-N)
2/2/2024
21
Yea
0
Nay
0
Not Voting
1
Absent
Result: PASSED
House: Subcommittee recommends reporting with substitute (7-Y 1-N)
1/29/2024
7
Yea
1
Nay
0
Not Voting
1
Absent
Result: PASSED

Status Information

Current Status
Passed(4/4/2024)
Chamber
House of Delegates
Sine DiePrior Session

Sponsors

Republican: 1

Documents

Chaptered
Bill Text4/4/20243.7 KB
Enrolled
Bill Text2/28/20243.7 KB
Comm Sub
Bill Text2/2/20243.9 KB
Prefiled
Bill Text1/9/20247.2 KB
Fiscal Note/Analysis
Fiscal Note/Analysis3/5/202454.1 KB
Fiscal Note/Analysis
Fiscal Note/Analysis2/16/202454.3 KB
Fiscal Note/Analysis
Fiscal Note/Analysis2/1/202456.1 KB