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 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 child, 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
1 of 4 stages cleared
Introduction
Feb 2015
Committee Review
Floor Vote
Governor
Introduced Feb 25, 2015
Last action Jan 10, 2017
Floor votes
How they voted
No floor votes recorded yet.
Full legislative history
Actions timeline
Total actions
18
Key actions
0
Committee
10
Amendments
3
Jan 10, 2017
House · Failed
Session Sine Die
Mar 27, 2015
House · Referred to committee
House Committee Amendment No. 1 Rule 19(a) / Re-referred to Rules Committee
Mar 27, 2015
House · Referred to committee
Rule 19(a) / Re-referred to Rules Committee
Mar 25, 2015
House · Reported by committee
Remains in Judiciary - Civil Committee
Mar 25, 2015
House · Failed in committee
Motion Do Pass as Amended - Lost Judiciary - Civil Committee; 005-005-000
Mar 25, 2015
House · Amendment adopted
House Committee Amendment No. 2 Adopted in Judiciary - Civil Committee; by Voice Vote
Mar 24, 2015
House · Reported by committee
House Committee Amendment No. 2 Rules Refers to Judiciary - Civil Committee
Mar 23, 2015
House · Referred to committee
House Committee Amendment No. 2 Referred to Rules Committee
Mar 23, 2015
House · Amendment offered
House Committee Amendment No. 2 Filed with Clerk by Rep. Mary E. Flowers
Mar 18, 2015
House · Reported by committee
House Committee Amendment No. 1 Rules Refers to Judiciary - Civil Committee
Mar 17, 2015
House · Referred to committee
House Committee Amendment No. 1 Referred to Rules Committee
Mar 17, 2015
House · Amendment offered
House Committee Amendment No. 1 Filed with Clerk by Rep. Mary E. Flowers
Mar 10, 2015
House · Referred to committee
Assigned to Judiciary - Civil Committee
Feb 26, 2015
House · Referred to committee
Referred to Rules Committee
0 primary · 1 co-sponsor
Sponsors
Role
Legislator
Party
State
District
Co
Mary Flowers
DDemocratic
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