SB 18 Indiana Senate · 2024 Regular Session

Various probate matters.

Summary
Expands the definition of a "health care representative". Creates a procedure to transfer the interest of certain single member, limited liability companies to a legatee or heir of the member upon the member's death. Provides that certain provisions in a will or revocable trust in favor of the testator's or trust settlor's former spouse are revoked upon dissolution or annulment of the marriage. Specifies that the provisions in favor of the testator's or trust settlor's former spouse are reinstated if the testator or the settlor remarries the former spouse. Provides that a court may order a convicted felon to serve as a domiciliary personal representative under certain circumstances. Provides that a claim by the estate recovery unit is forever barred unless the estate recovery unit takes certain action against the decedent's estate not later than 120 days after the date of death of the decedent. Provides that a personal representative or a trustee is not required to distribute particular assets based upon the potential gain or loss that a distributee would realize if the assets were sold. Provides that a verified petition for the issuance of a confidential health disclosure order must state whether the alleged incapacitated person cannot provide or has refused to provide written authorization for disclosure of certain medical information. Provides that a document creating a power of attorney that does not contain a notary and preparation statement may be recorded with the county recorder if the document meets certain criteria. Provides signature formats for an attorney in fact to use when signing an instrument on behalf of a principal. Provides recording requirements when including cross-references to a previously recorded document. Requires the endorsement of the county auditor to record a transfer on death deed and instrument. Specifies who an owner may designate as a grantee in a beneficiary designation instrument. Clarifies the form and scope of a transfer on death instrument. Resolves a technical conflict with HEA 1034-2024. Makes conforming and technical changes. (The introduced version of this bill was prepared by the probate code study commission.)
Bill status signed all 5 stages cleared
Introduction
Jan 2024
Committee Review
Mar 2024
Senate Passage
Mar 2024
House Passage
Mar 2024
Signed into Law
Mar 2024
Introduced Jan 8, 2024 Signed Mar 13, 2024
Floor votes · Senate Jan 29, 2024 · House Feb 27, 2024

How they voted

480
Passed
Total votes 48
Jan 29, 2024
D Democratic9
9 Yea
100% Yea
R Republican39
39 Yea
100% Yea
Vote distribution
All Yea All Nay Mixed No data
Full legislative history

Actions timeline

Total actions
30
Key actions
10
Committee
4
Amendments
1
Mar 13, 2024
Signed into law
Signed by the Governor
executive
Mar 12, 2024
Upper · Passed
Signed by the President of the Senate
upper
Mar 11, 2024
Lower · Passed
Signed by the Speaker
lower
Mar 8, 2024
Upper · Passed
Signed by the President Pro Tempore
upper
Mar 7, 2024
Upper · Passed
Conference Committee Report 1: adopted by the Senate; Roll Call 299: yeas 46, nays 2
upper
Mar 6, 2024
Lower · Passed
Rules Suspended. Conference Committee Report 1: adopted by the House; Roll Call 307: yeas 92, nays 0
lower
Feb 29, 2024
Introduced
Senate dissented from House amendments
upper
Feb 27, 2024
Lower · Passed
Third reading: passed; Roll Call 214: yeas 93, nays 0
lower
Feb 22, 2024
Lower · Passed
Committee report: amend do pass, adopted
lower
Jan 29, 2024
Upper · Passed
Third reading: passed; Roll Call 41: yeas 49, nays 0
upper
Jan 11, 2024
Upper · Passed
Committee report: amend do pass, adopted
upper
4 primary · 2 co-sponsors

Sponsors