2004 Senate Bill 1051 / Public Act 314

Revisions to Estates and Protected Individuals Code

Introduced in the Senate

March 2, 2004

Introduced by Sen. Alan L. Cropsey (R-33)

To make a number of technical changes updating the law that governs wills, estates, trusts, and the affairs of legally incapacitated individuals.

Referred to the Committee on Judiciary

April 1, 2004

Reported without amendment

With the recommendation that the bill pass.

April 20, 2004

Substitute offered

To replace the previous version of the bill with one that revises details but does not change the substance of the bill as previously described.

The substitute passed by voice vote

April 21, 2004

Amendment offered by Sen. Alan L. Cropsey (R-33)

To move back the date the bill goes into effect.

The amendment passed by voice vote

Passed in the Senate 38 to 0 (details)

To make a number of technical changes updating the law that governs wills, estates, trusts, and the affairs of legally incapacitated individuals. Among other things, the bill would revise the information that a trustee must give to beneficiaries in account statements, require repayment of improper distributions from a trust, and make certain procedural changes related to disputes and decedents who die without a will.

Received in the House

April 21, 2004

Referred to the Committee on Criminal Justice

June 8, 2004

Reported without amendment

With the recommendation that the amendments be adopted and that the bill then pass.

July 6, 2004

Amendment offered

To revise the provision for a child conceived or born out of wedlock but whose parents subsequently married, and insert a provision related to spouse who inherits a property interest and disclaims it.

The amendment passed by voice vote

Amendment offered by Rep. Jim Howell (R-94)

To revise a provision relating to the duty of a personal representative to a legally incapacitated individual.

The amendment passed by voice vote

Substitute offered by Rep. Jim Howell (R-94)

To replace the previous version of the bill with one that clarifies that a child conceived or born out of wedlock but whose parents subsequently married would be an heir of the father should the father die intestate, and which deletes a provision in current law that bars a spouse who inherits a property interest from disclaiming that interest after nine months after the date that the governing instrument became irrevocable.

The substitute passed by voice vote

July 14, 2004

Passed in the House 101 to 0 (details)

To make a number of technical changes updating the law that governs wills, estates, trusts, and the affairs of legally incapacitated individuals. Among other things, the bill would revise the information that a trustee must give to beneficiaries in account statements, require repayment of improper distributions from a trust, and make certain procedural changes related to disputes and decedents who die without a will.

Received in the Senate

Aug. 4, 2004

To concur with the House-passed version of the bill.

Passed in the Senate 37 to 0 (details)

Signed by Gov. Jennifer Granholm

Aug. 27, 2004