Indiana Senate Bill 18
Session 2024
Various probate matters.
Became Law
Signed by Governor on Mar 13, 2024
Sponsors
4 Sponsors
Liz Brown
Eric Koch
Cyndi Carrasco
Jerry Torr
First Action
Jan 8, 2024
Latest Action
Mar 13, 2024
Origin Chamber
Senate
Type
Bill
Bill Number
18
State
Indiana
Session
2024
Cyndi Carrasco
grade
Author
Eric Koch
grade
Author
Jerry Torr
grade
Sponsor
Liz Brown
grade
Author
Cosponsor
Cosponsor
checkPassed on January 29, 2024
Motion Text
SB 18 - Brown L - 3rd Reading
Senate Roll Call Votes
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Excused
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Johnson
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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.)
Enrolled Senate Bill (S)
Introduced Senate Bill (S)
03/13/2024
Office of the Governor
Signed by the Governor
03/13/2024
Senate
Public Law 99
03/12/2024
Senate
Signed by the President of the Senate
03/11/2024
House
Signed by the Speaker
03/08/2024
Senate
Signed by the President Pro Tempore
03/07/2024
Senate
Conference Committee Report 1: adopted by the Senate; Roll Call 299: yeas 46, nays 2
03/06/2024
House
Rules Suspended. Conference Committee Report 1: adopted by the House; Roll Call 307: yeas 92, nays 0
03/06/2024
House
CCR # 1 filed in the House
03/06/2024
Senate
CCR # 1 filed in the Senate
02/29/2024
Senate
Senate advisors appointed: Randolph Lonnie M and Carrasco
02/29/2024
Senate
Senate conferees appointed: Brown L and Pol
02/29/2024
Senate
Senate dissented from House amendments
02/29/2024
Senate
Motion to dissent filed
02/29/2024
House
House advisors appointed: Jeter, Zimmerman and Garcia Wilburn
02/29/2024
House
House conferees appointed: Torr and Bauer M
02/28/2024
House
Returned to the Senate with amendments
02/27/2024
House
Third reading: passed; Roll Call 214: yeas 93, nays 0
02/26/2024
House
Second reading: ordered engrossed
02/22/2024
House
Committee report: amend do pass, adopted
02/12/2024
House
Representatives Jeter and Steuerwald added as cosponsors
02/06/2024
House
First reading: referred to Committee on Judiciary
01/31/2024
Senate
Referred to the House
01/29/2024
Senate
House sponsor: Representative Torr
01/29/2024
Senate
Third reading: passed; Roll Call 41: yeas 49, nays 0
01/18/2024
Senate
Senator Carrasco added as third author
01/16/2024
Senate
Second reading: ordered engrossed
01/11/2024
Senate
Committee report: amend do pass, adopted
01/09/2024
Senate
Senator Koch added as second author
01/08/2024
Senate
First reading: referred to Committee on Judiciary
01/08/2024
Senate
Authored by Senator Brown L
Sources
IN Legislature
Open States
Record Created
Dec 22, 2023 12:13:53 AM
Record Updated
Apr 27, 2024 9:39:26 AM