HB 162 Illinois House · 98th Regular Session

PROBATE-SMALL ESTATE AFFIDAVIT

Summary
Amends the Probate Act of 1975. Provides that the terms of a guardianship account established on behalf of a minor at a financial institution must provide for compliance with court orders regarding the establishment and management of the account, and imposes certain other duties upon financial institutions. Provides that an entity may not act under the direction of a small estate affidavit unless the affiant, or his or her agent, has first presented the affidavit before a judge and obtained a court order granting access. 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 not the affiant, the affiant must state the reason that the affiant, rather than the surviving spouse, has prepared the small estate affidavit. Provides that an affidavit not prepared by a surviving spouse must include a notarized statement, signed by the surviving spouse and witnessed by 2 persons unrelated to the affiant, stating that the surviving spouse declines to prepare the affidavit. Provides that if the reason for the surviving spouse's inability to prepare the affidavit is medically related, 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 if the surviving spouse is the affiant, he or she shall affirm that he or she was not separated from the decedent. Makes other changes.
Bill status failed 3 of 5 stages cleared
Introduction
Dec 2014
Committee Review
Dec 2014
House Passage
Dec 2014
Senate Passage
Governor
Introduced Dec 3, 2014 Last action Dec 3, 2014
Floor votes · House Dec 3, 2014

How they voted

65–46
Passed · 6 other
Total votes 117
Dec 3, 2014
D Democratic71
60 Yea 10 Nay 1
84% Yea
R Republican46
5 Yea 36 Nay 5
78% Nay
Vote distribution
All Yea All Nay Mixed No data
Full legislative history

Actions timeline

Total actions
65
Key actions
5
Committee
8
Dec 3, 2014
Committee
Referred to Assignments
upper
Dec 3, 2014
Introduced
Arrive in Senate
upper
Dec 3, 2014
House · Passed
House Vote: pass (65-46-6)
house
Nov 6, 2014
Lower · Passed
Approved for Consideration Rules Committee; 004-000-000
lower
Apr 19, 2013
Committee
Rule 19(a) / Re-referred to Rules Committee
lower
Mar 20, 2013
Lower · Passed
Do Pass / Short Debate Judiciary; 014-000-000
lower
Mar 20, 2013
Lower · Passed
Recommends Do Pass Subcommittee/ Judiciary; 002-000-000
lower
Mar 14, 2013
Lower · Passed
To Real Estate, Property, Probate, and Trusts Subcommittee
lower
Jan 30, 2013
Committee
Assigned to Judiciary
lower
Jan 16, 2013
Committee
Referred to Rules Committee
lower
0 primary · 1 co-sponsor

Sponsors

No sponsor information available.