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2002 SESSION

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HB 73 Letter of instruction or memorandum into will.

Introduced by: William J. Howell | all patrons    ...    notes | add to my profiles

SUMMARY AS PASSED: (all summaries)

Incorporation by reference; letter of instruction or memorandum into a will, power of attorney or trust instrument. Clarifies language of a provision of the Code enacted during the 2001 Session to assure that incorporation into irrevocable trust or later documents does not cause adverse income, estate or gift tax results.

FULL TEXT

• 01/09/02  House: Presented & ordered printed, prefiled 12/19/01 024830772  pdf
• 01/17/02  House: Printed as engrossed 024830772-E  pdf
• 02/21/02  House: Bill text as passed House and Senate (HB73ER)  pdf
• 03/25/02  House: Reenrolled bill text (HB73ER2)  pdf
• 03/25/02  Governor: Acts of Assembly Chapter text reprinted (CHAP0119)  pdf

AMENDMENTS

• House amendments
• Governor's recommendation

HISTORY

• 01/09/02  House: Presented & ordered printed, prefiled 12/19/01 024830772
• 01/09/02  House: Referred to Committee for Courts of Justice
• 01/14/02  House: Reported from C. J. with amendments (21-Y 0-N)
• 01/16/02  House: Read first time
• 01/17/02  House: Read second time
• 01/17/02  House: Committee amendments agreed to
• 01/17/02  House: Engrossed by House as amended
• 01/17/02  House: Printed as engrossed 024830772-E
• 01/18/02  House: Read third time and passed House BLOCK VOTE (96-Y 0-N)
• 01/18/02  House: VOTE: BLOCK VOTE PASSAGE (96-Y 0-N)
• 01/18/02  House: Communicated to Senate
• 01/21/02  Senate: Constitutional reading dispensed
• 01/21/02  Senate: Referred to Committee for Courts of Justice
• 02/13/02  Senate: Reported from Courts of Justice (14-Y 0-N)
• 02/15/02  Senate: Const. reading disp., passed by for the day (40-Y 0-N)
• 02/15/02  Senate: VOTE: CONST. RDG. DISPENSED R (40-Y 0-N)
• 02/18/02  Senate: Read third time
• 02/18/02  Senate: Passed Senate (40-Y 0-N)
• 02/18/02  Senate: VOTE: PASSAGE R (40-Y 0-N)
• 02/21/02  House: Bill text as passed House and Senate (HB73ER)
• 02/22/02  House: Enrolled
• 02/22/02  House: Signed by Speaker
• 02/22/02  Senate: Signed by President
• 03/05/02  House: Governor's recommendation received by House
• 03/05/02  House: Placed on Calendar
• 03/06/02  House: House concurred in Gov's recommendation (96-Y 0-N)
• 03/06/02  House: VOTE: ADOPTION (96-Y 0-N)
• 03/07/02  Senate: Senate concurred in Gov's recommendation (39-Y 0-N)
• 03/07/02  Senate: VOTE: ADOPT GOV. RECOMM. (39-Y 0-N)
• 03/07/02  Senate: Rec. of Gov's recommendation agreed to (40-Y 0-N)
• 03/07/02  Senate: VOTE: RECONSIDER (40-Y 0-N)
• 03/07/02  Senate: Senate concurred in Gov's recommendation (40-Y 0-N)
• 03/07/02  Senate: VOTE: ADOPT GOV. RECOMM. (40-Y 0-N)
• 03/07/02  Governor: Governor's recommendation adopted
• 03/07/02  House: Reenrolled
• 03/07/02  House: Signed by Speaker as reenrolled
• 03/07/02  Senate: Signed by President as reenrolled
• 03/07/02  House: Enacted, Chapter 119 (effective 7/1/02)
• 03/25/02  House: Reenrolled bill text (HB73ER2)
• 03/25/02  Governor: Acts of Assembly Chapter text reprinted (CHAP0119)