Testamentary trustees; relief of duty to file an inventory or annual accounts. (SB43)

Introduced By

Sen. Richard Stuart (R-Westmoreland)


Passed Committee
Passed House
Passed Senate
Signed by Governor
Became Law


Testamentary trustees. Provides that any trustee under a will of a decedent, whenever probated, shall be relieved of the duty to file an inventory or annual accounts with the commissioner of accounts if the trustee (i) obtains the written consent of all adult beneficiaries, other than the trustee, to whom income or principal of the trust could be currently distributed, after providing those beneficiaries with certain documents and information; and (ii) files those consents with the commissioner on or before the date on which the inventory or next required accounting would otherwise be due. Under current law, however, such trustee is relieved of such duty only if the will of the decedent contains the requisite waiver of the obligations of the testamentary trustee nominated therein to account. Read the Bill »


Bill Has Passed


01/04/2010Prefiled and ordered printed; offered 01/13/10 10101396D
01/04/2010Referred to Committee for Courts of Justice
01/12/2010Assigned Courts sub: Civil
01/18/2010Reported from Courts of Justice (12-Y 0-N) (see vote tally)
01/19/2010Constitutional reading dispensed (40-Y 0-N) (see vote tally)
01/20/2010Read second time and engrossed
01/21/2010Read third time and passed Senate (39-Y 0-N) (see vote tally)
02/03/2010Placed on Calendar
02/03/2010Read first time
02/03/2010Referred to Committee for Courts of Justice
02/16/2010Assigned Courts sub: #2 Civil
02/22/2010Subcommittee recommends reporting with amendment(s) (11-Y 0-N)
02/26/2010Reported from Courts of Justice with substitute (19-Y 0-N) (see vote tally)
02/26/2010Committee substitute printed 10105510D-H1
03/02/2010Read second time
03/03/2010Read third time
03/03/2010Committee substitute agreed to 10105510D-H1
03/03/2010Engrossed by House - committee substitute SB43H1
03/03/2010Passed House with substitute BLOCK VOTE (99-Y 0-N)
03/03/2010VOTE: BLOCK VOTE PASSAGE (99-Y 0-N) (see vote tally)
03/05/2010House substitute agreed to by Senate (39-Y 0-N) (see vote tally)
03/05/2010Title replaced 10105510D-H1
03/12/2010Bill text as passed Senate and House (SB43ER)
03/12/2010Signed by Speaker
03/13/2010Signed by President
04/12/2010G Approved by Governor-Chapter 651 (effective 7/1/10)
04/12/2010G Acts of Assembly Chapter text (CHAP0651)


This bill was discussed on the floor of the General Assembly. Below is all of the video that we have of that discussion, 1 clip in all, totaling 35 seconds.

Duplicate Bills

The following bills are identical to this one: HB56.


Paul Kositizka writes:

This will solve the problem of inadvertent errors in drafting. I have seen this with spouse and daughter as beneficiaries without any discord but requiring annual accountings and bonds. Eliminating the bonding requirement with consent would be a money saving idea as well.