PROBATE ACT TRANSFER CAREGIVER
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HB 5047 — PROBATE ACT TRANSFER CAREGIVER
Last action — Public Act . . . . . . . . . 100-1059
No card. One bill, free forever — alerts when it moves.
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✓Introduced
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✓In Committee
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✓Passed House
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✓Passed Senate
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✓To Executive
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6Enacted
This bill has been enacted into law. Introduced February 14, 2018. Enacted.
Prognosis
Where this bill stands today.
Odds of enactment
HighHow often bills like it became law.
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Enacted
Current position in the legislative process.
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1 sponsor
0 primary, 1 co-sponsors signed on.
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Single-party support
Sponsorship is currently within one party (1 D).
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Cleared a recorded vote
Passed 2 recorded votes so far.
Prognosis reads this bill's own signals — stage, sponsorship breadth, committee status, recorded votes and cross-state momentum. Odds come from a model trained on which bills have become law.
Summary
Amends the Presumptively Void Transfers Article of the Probate Act of 1975. Includes a civil union partner within the scope of the term "family member" and includes a transfer on death instrument within the scope of the term "transfer instrument". Makes changes regarding the rebuttable presumption that a transfer instrument is void if the transferee is a caregiver and the fair market value of the transferred property exceeds $20,000. Provides that if the property in question is an interest in real property, a bona fide purchaser or mortgagee for value shall take the subject property free and clear of the action challenging the transfer instrument if the transfer to the bona fide purchaser or mortgagee for value occurs prior to the recordation of a lis pendens for an action challenging the transfer. Sets forth conditions under which a financial institution or similar entity is not liable for distributing or releasing property when the transfer is challenged. Effective immediately.
Bill Text
What changed in the latest version
4 added · 4 removedPlain-language change summary
The bill HB 5047 has undergone changes in its wording, specifically in the replacement of certain lines. These adjustments could indicate a refinement or clarification of the provisions within the bill. Such changes are important because they can impact how the legislation is interpreted and implemented, ensuring that it meets its intended goals more effectively.
HB5047 EngrossedEnrolled LRB100 18696 JLS 33928 b AN ACT concerning civil law.
HB5047 EngrossedEnrolled - 2 - LRB100 18696 JLS 33928 b (4) "Transferee" means a legatee, a beneficiary of a trust, a grantee of a deed, or any other person designated in a transfer instrument to receive a nonprobate transfer.
(d) If the holder of property subject to this Article is a HB5047 EngrossedEnrolled - 3 - LRB100 18696 JLS 33928 b financial institution, trust company, trustee, or similar entity or person, including a subsidiary or affiliate thereof, it is not liable for distributing or releasing the property to the transferee, if:
HB5047 EngrossedEnrolled - 4 - LRB100 18696 JLS 33928 b (Source:
Action History
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Public Act . . . . . . . . . 100-1059
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Effective Date August 24, 2018
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Governor Approved
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Sent to the Governor
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Passed Both Houses
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Third Reading - Passed; 056-000-000
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Rule 2-10 Third Reading Deadline Established As May 31, 2018
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Placed on Calendar Order of 3rd Reading May 16, 2018
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Second Reading
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Placed on Calendar Order of 2nd Reading May 10, 2018
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Do Pass Judiciary; 009-000-000
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Assigned to Judiciary
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Referred to Assignments
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First Reading
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Chief Senate Sponsor Sen. Don Harmon
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Placed on Calendar Order of First Reading
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Arrive in Senate
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Third Reading - Short Debate - Passed 104-000-000
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Placed on Calendar Order of 3rd Reading - Short Debate
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House Floor Amendment No. 1 Adopted
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Held on Calendar Order of Second Reading - Short Debate
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Second Reading - Short Debate
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House Floor Amendment No. 1 Recommends Be Adopted Judiciary - Civil Committee; 006-000-000
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House Floor Amendment No. 1 Rules Refers to Judiciary - Civil Committee
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House Floor Amendment No. 1 Referred to Rules Committee
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House Floor Amendment No. 1 Filed with Clerk by Rep. Emanuel Chris Welch
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Placed on Calendar 2nd Reading - Short Debate
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Do Pass / Short Debate Judiciary - Civil Committee; 011-000-000
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Reported Back To Judiciary - Civil Committee;
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Recommends Do Pass Subcommittee/ Judiciary - Civil Committee; 003-000-000
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To Trusts & Estates Law Subcommittee
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Assigned to Judiciary - Civil Committee
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Referred to Rules Committee
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First Reading
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Filed with the Clerk by Rep. Emanuel Chris Welch
Sponsors
- Emanuel "Chris" Welch · Cosponsor
Sponsorship breakdown
Export CSV (upgrade) →0 sponsors · 1 co-sponsors · 182 not signed on
Sponsors (0)
None.
Co-sponsors (1)
- Emanuel "Chris" Welch Democrat
Not signed on (182)
182 members have not signed on to this bill.
Show all 182 →"Not signed on" means a member has not sponsored or co-sponsored this bill — it does not imply opposition. Members flagged Voted No have a recorded No vote on this bill.
Votes
| Party | Yea | Nay | Present | Not Voting |
|---|---|---|---|---|
| Unaffiliated | 33 | 0 | 0 | 2 |
| Democrat | 15 | 0 | 0 | 0 |
| Republican | 8 | 0 | 0 | 1 |
| Total | 56 | 0 | 0 | 3 |
| % of votes cast | 95% | 0% | 0% | 5% |
How each member voted (59)
| Member | Party | Vote |
|---|---|---|
| Bertino-Tarrant | — | Yea |
| Biss | — | Yea |
| Bivins | — | Not Voting |
| Bush | — | Yea |
| McConnaughay | — | Yea |
| Muñoz | — | Yea |
| Cullerton, T. | — | Yea |
| Link | — | Yea |
| Cullerton | — | Not Voting |
| Oberweis | — | Yea |
| Raoul | — | Yea |
| Clayborne | — | Yea |
| Connelly | — | Yea |
| Manar | — | Yea |
| McCann | — | Yea |
| Haine | — | Yea |
| McCarter | — | Yea |
| Rooney | — | Yea |
| Mulroe | — | Yea |
| Righter | — | Yea |
| Steans | — | Yea |
| Bennett | — | Yea |
| Harris | — | Yea |
| McGuire | — | Yea |
| Brady | — | Yea |
| Hutchinson | — | Yea |
| Nybo | — | Yea |
| Sandoval | — | Yea |
| Schimpf | — | Yea |
| Silverstein | — | Yea |
| Landek | — | Yea |
| Althoff | — | Yea |
| Martinez | — | Yea |
| Barickman | — | Yea |
| Van Pelt | — | Yea |
| Bill Cunningham | Democrat | Yea |
| Cristina Castro | Democrat | Yea |
| David Koehler | Democrat | Yea |
| Don Harmon | Democrat | Yea |
| Elgie R. Sims, Jr. | Democrat | Yea |
| Emil Jones, III | Democrat | Yea |
| Julie A. Morrison | Democrat | Yea |
| Kimberly A. Lightford | Democrat | Yea |
| Lakesia Collins | Democrat | Yea |
| Laura M. Murphy | Democrat | Yea |
| Linda Holmes | Democrat | Yea |
| Mattie Hunter | Democrat | Yea |
| Michael E. Hastings | Democrat | Yea |
| Omar Aquino | Democrat | Yea |
| Steve Stadelman | Democrat | Yea |
| Chapin Rose | Republican | Yea |
| Dale Fowler | Republican | Yea |
| Dan McConchie | Republican | Not Voting |
| Dave Syverson | Republican | Yea |
| Jil Tracy | Republican | Yea |
| John F. Curran | Republican | Yea |
| Neil Anderson | Republican | Yea |
| Sue Rezin | Republican | Yea |
| Travis Weaver | Republican | Yea |
| Party | Yea | Nay | Present | Not Voting |
|---|---|---|---|---|
| Unaffiliated | 65 | 0 | 0 | 9 |
| Republican | 10 | 0 | 0 | 2 |
| Democrat | 29 | 0 | 0 | 3 |
| Total | 104 | 0 | 0 | 14 |
| % of votes cast | 88% | 0% | 0% | 12% |
How each member voted (118)
| Member | Party | Vote |
|---|---|---|
| Batinick | — | Yea |
| Bellock | — | Yea |
| Bourne | — | Not Voting |
| Breen | — | Yea |
| Bristow | — | Yea |
| Butler | — | Yea |
| Carroll | — | Yea |
| Costello | — | Yea |
| McAuliffe | — | Yea |
| Sente | — | Yea |
| Bennett | — | Yea |
| Brady | — | Yea |
| Harris, David | — | Yea |
| Frese | — | Yea |
| Greenwood | — | Yea |
| Harris, Gregory | — | Yea |
| Lang | — | Yea |
| Burke, Daniel | — | Yea |
| Burke, Kelly | — | Yea |
| McDermed | — | Yea |
| McSweeney | — | Yea |
| Jones | — | Yea |
| Stewart | — | Yea |
| Stratton | — | Yea |
| Tabares | — | Yea |
| Thapedi | — | Yea |
| Turner | — | Yea |
| Unes | — | Yea |
| Wallace | — | Yea |
| Wehrli | — | Yea |
| Davis | — | Yea |
| Welter | — | Yea |
| Wheeler, Barbara | — | Yea |
| Wheeler, Keith | — | Yea |
| Mitchell, Bill | — | Yea |
| Winger | — | Yea |
| Williams | — | Yea |
| Mitchell, Christian | — | Yea |
| Yingling | — | Yea |
| Finnie, Natalie | — | Yea |
| Cavaletto | — | Yea |
| Connor | — | Yea |
| Conroy | — | Yea |
| Conyears-Ervin | — | Yea |
| Currie | — | Yea |
| D'Amico | — | Yea |
| Demmer | — | Yea |
| Durkin | — | Yea |
| Hays | — | Yea |
| Hurley | — | Yea |
| Jesiel | — | Yea |
| Madigan | — | Not Voting |
| Sauer | — | Not Voting |
| Hernandez | — | Not Voting |
| Drury | — | Not Voting |
| Flowers | — | Yea |
| Fortner | — | Not Voting |
| Ives | — | Yea |
| Jimenez | — | Yea |
| Olsen | — | Yea |
| Parkhurst | — | Yea |
| Phillips | — | Not Voting |
| Pritchard | — | Yea |
| Reis | — | Not Voting |
| Riley | — | Yea |
| Skillicorn | — | Yea |
| Sommer | — | Yea |
| Soto | — | Not Voting |
| Willis | — | Yea |
| Zalewski | — | Yea |
| Long | — | Yea |
| Andersson | — | Yea |
| Arroyo | — | Yea |
| Chapa LaVia | — | Yea |
| Anna Moeller | Democrat | Yea |
| Anthony DeLuca | Democrat | Not Voting |
| Camille Y. Lilly | Democrat | Yea |
| Carol Ammons | Democrat | Yea |
| Emanuel "Chris" Welch | Democrat | Yea |
| Fred Crespo | Democrat | Yea |
| Jaime M. Andrade, Jr. | Democrat | Yea |
| Jay Hoffman | Democrat | Yea |
| Jehan Gordon-Booth | Democrat | Yea |
| Julie A. Morrison | Democrat | Not Voting |
| Justin Slaughter | Democrat | Yea |
| Katie Stuart | Democrat | Yea |
| Kelly M. Cassidy | Democrat | Yea |
| La Shawn K. Ford | Democrat | Yea |
| Laura Fine | Democrat | Yea |
| Lawrence "Larry" Walsh, Jr. | Democrat | Yea |
| Marcus C. Evans, Jr. | Democrat | Yea |
| Martin J. Moylan | Democrat | Yea |
| Michael W. Halpin | Democrat | Yea |
| Michelle Mussman | Democrat | Yea |
| Natalie A. Manley | Democrat | Yea |
| Nicholas K. Smith | Democrat | Yea |
| Rita Mayfield | Democrat | Yea |
| Robert "Bob" Rita | Democrat | Yea |
| Robert F. Martwick | Democrat | Yea |
| Robyn Gabel | Democrat | Not Voting |
| Sara Feigenholtz | Democrat | Yea |
| Sonya M. Harper | Democrat | Yea |
| Stephanie A. Kifowit | Democrat | Yea |
| Sue Scherer | Democrat | Yea |
| Theresa Mah | Democrat | Yea |
| Will Guzzardi | Democrat | Yea |
| Brad Halbrook | Republican | Yea |
| Charles Meier | Republican | Yea |
| Christopher "C.D." Davidsmeyer | Republican | Yea |
| Dan Swanson | Republican | Yea |
| Dave Severin | Republican | Yea |
| Joe C. Sosnowski | Republican | Not Voting |
| John M. Cabello | Republican | Yea |
| Norine K. Hammond | Republican | Yea |
| Ryan Spain | Republican | Not Voting |
| Steven Reick | Republican | Yea |
| Terri Bryant | Republican | Yea |
| Tony M. McCombie | Republican | Yea |
Subjects
Frequently asked questions
- What does HB 5047 do?
- Amends the Presumptively Void Transfers Article of the Probate Act of 1975. Includes a civil union partner within the scope of the term "family member" and includes a transfer on death instrument within the scope of the term "transfer instrument". Makes changes regarding the rebuttable presumption that a transfer instrument is void if the transferee is a caregiver and the fair market value of the transferred property exceeds $20,000. Provides that if the property in question is an interest in real property, a bona fide purchaser or mortgagee for value shall take the subject property free and clear of the action challenging the transfer instrument if the transfer to the bona fide purchaser or mortgagee for value occurs prior to the recordation of a lis pendens for an action challenging the transfer. Sets forth conditions under which a financial institution or similar entity is not liable for distributing or releasing property when the transfer is challenged. Effective immediately.
- Who sponsors HB 5047?
- HB 5047 is sponsored by Emanuel "Chris" Welch (Democrat).
- What is the current status of HB 5047?
- This bill has been enacted into law. Introduced February 14, 2018. Enacted.
- Where can I track HB 5047?
- Track HB 5047 free on One Click Politics — get push/email alerts when it moves.
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