An Act amending Title 20 (Decedents, Estates and Fiduciaries) of the Pennsylvania Consolidated Statutes, in trusts, further providing for definitions - UTC 103, for trust instrument controls and mandatory rules - UTC 105, for governing law - UTC 107, for situs of trust, for nonjudicial settlement agreements - UTC 111, for charitable purposes; enforcement - UTC 405, for trust for care of animal - UTC 408, for noncharitable trust without ascertainable beneficiary - UTC 409, for reformation to correct mistakes - UTC 415, for modification to achieve settlor's tax objectives - UTC 416, for spendthrift provision - UTC 502, for creditor's claim against settlor - UTC 505(a), for overdue distribution - UTC 506, for revocation or amendment of revocable trust - UTC 602, for trustee's duties and powers of withdrawal - UTC 603, for accepting or declining trusteeship - UTC 701, for trustee's bond - UTC 702, for cotrustees - UTC 703, for vacancy in trusteeship and appointment of successor - UTC 704, for resignation of trustee and filing resignation, for compensation of trustee - UTC 708, for duty to administer trust - UTC 801, for duty of loyalty - UTC 802, for powers to direct - UTC 808, for duty to inform and report, for discretionary powers and for powers of trustees - UTC 815, providing for directed trusts, further providing for remedies for breach of trust--UTC 1001, providing for nonjudicial account settlement and further providing for reliance on trust instrument - UTC 1006, for exculpation of trustee - UTC 1008, for certification of trust - UTC 1013 and for title of purchaser.
This bill updates Pennsylvania's trust laws to align with the Uniform Trust Code, affecting individuals who create trusts, manage them as trustees, or benefit from them. It introduces new definitions for key concepts like "breach of trust" and clarifies how trust terms interact with state laws, including rules on which state's laws apply and where a trust is legally located. The legislation also expands options for resolving trust disputes without going to court, allows for trusts that direct trustees on specific actions, and provides clearer procedures for appointing successors and settling accounts. Additionally, it updates provisions regarding charitable trusts, animal care trusts, and the powers and duties of trustees to better reflect modern trust administration practices.
Bill status
signed
all 5 stages cleared
Introduction
May 2024
Committee Review
Jul 2024
Senate Passage
Jun 2024
House Passage
Jul 2024
Signed into Law
Jul 2024
Introduced May 31, 2024
Signed Jul 15, 2024
Floor votes · Senate Jun 24, 2024 · House Jul 3, 2024
How they voted
42–0
Passed
Total votes 42
Jun 24, 2024
D
Democratic16
100% Yea
R
Republican26
100% Yea
Vote distribution
All Yea
All Nay
Mixed
No data
Full legislative history
Actions timeline
Total actions
21
Key actions
7
Committee
8
Jul 15, 2024
Signed into law
Approved by the Governor
lower
Jul 3, 2024
Lower · Passed
Third consideration and final passage
lower
Jul 3, 2024
Lower · Passed
Re-reported as committed
lower
Jul 2, 2024
Committee
Re-referred to Appropriations
lower
Jun 27, 2024
Lower · Passed
Reported as committed
lower
Jun 26, 2024
Committee
Referred to Judiciary
lower
Jun 24, 2024
Upper · Passed
Third consideration and final passage
upper
Jun 10, 2024
Upper · Passed
Re-reported as committed
upper
Jun 5, 2024
Committee
Re-referred to Appropriations
upper
Jun 4, 2024
Upper · Passed
Reported as committed
upper
May 31, 2024
Committee
Referred to Judiciary
upper
1 primary · 4 co-sponsors
Sponsors
Role
Legislator
Party
State
District
P
Lisa Baker
RRepublican
Co
Jay Costa
DDemocratic
Co
Judy Ward
RRepublican
Co
Nick Miller
DDemocratic
Co
Tracy Pennycuick
RRepublican
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