HB 3298 Illinois House · 97th Regular Session

PROBATE-SMALL ESTATE AFFIDAVIT

Summary
Amends the Probate Act of 1975. Provides that any person, corporation, or financial institution (instead of person or corporation) holding or controlling personal property shall, upon examining and approving the documents attached to the affidavit, deliver or pay (instead of deliver or pay) over the personal property pursuant to the provisions of the small estate affidavit. Provides that the affidavit shall state that the burial and funeral expenses, medical bills, credit card bills, and real property taxes (instead of funeral expenses) have been, or remain to be, paid. Provides that if there is a surviving spouse, but the surviving spouse is unable to prepare the small estate affidavit or has declined, refused, or asked the affiant to prepare the small estate affidavit, the affiant must state the reason that the affiant has prepared the small estate affidavit rather than the surviving spouse. Provides that the explanation shall include the precise time, date, and circumstances of the surviving spouse declining, refusing, or asking the affiant to prepare the small estate affidavit or state the reason that the surviving spouse is unable to prepare the small estate affidavit. Provides that if the reason for the surviving spouse's inability to prepare the affidavit is medically related that a letter from the surviving spouse's physician should be attached attesting to the medical condition that makes the surviving spouse unable to complete the affidavit. Provides that if there is no surviving spouse and there is one or more minor children, the affiant must be a court appointed guardian for one or more of the children. Provides that the property held shall be paid, after the burial, funeral, medical, and credit card bills, and real estate taxes are paid. Provides that if the surviving spouse is the affiant that he or she shall affirm that he or she was not separated from the decedent. Makes other changes.
Bill status failed 1 of 4 stages cleared
Introduction
Feb 2011
Committee Review
Floor Vote
Governor
Introduced Feb 24, 2011 Last action Jan 8, 2013
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Full legislative history

Actions timeline

Total actions
21
Key actions
1
Committee
4
Apr 15, 2011
Committee
Rule 19(a) / Re-referred to Rules Committee
lower
Mar 16, 2011
Lower · Passed
Do Pass / Short Debate Judiciary I - Civil Law Committee; 011-000-000
lower
Feb 28, 2011
Committee
Assigned to Judiciary I - Civil Law Committee
lower
Feb 24, 2011
Committee
Referred to Rules Committee
lower
0 primary · 1 co-sponsor

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