North Carolina 2019-2020 Session Status: Enacted 1 R cosponsors

SB 394 — Changes to Estates & Trusts Statutes.

Last action — Signed by Gov. 7/11/2019

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  1. ✓
    Introduced
  2. ✓
    In Committee
  3. ✓
    Passed Senate
  4. ✓
    Passed House
  5. ✓
    To Executive
  6. 6
    Enacted

This bill has been enacted into law. Introduced March 27, 2019. Enacted.

Prognosis

Likely to advance 72% · moderate confidence

Where this bill stands today.

Odds of enactment

High

How often bills like it became law.

  • Enacted

    Current position in the legislative process.

  • 1 sponsor

    0 primary, 1 co-sponsors signed on.

  • Single-party support

    Sponsorship is currently within one party (1 R).

  • 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.

Bill Text

What changed in the latest version

7 added · 7 removed

Plain-language change summary

The amendment to Senate Bill 394 added a reference to Session Law 2019-113, indicating that the bill has been formally approved and recognized as law. This change is important because it clarifies the official status of the bill, confirming that it has passed through all necessary legislative steps and is now enforceable. By removing the "Ratified Bill" language, it streamlines the document to provide a clearer indication of its current legal standing.

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GENERAL ASSEMBLY OF NORTH CAROLINA SESSION 2019 SENATE BILL 394 RATIFIED BILL ANACT TOMAKEVARIOUS CHANGES TO THEGENERALSTATUTES CONCERNING ESTATES, TRUSTS, AND GUARDIANSHIPS, AS RECOMMENDED BY THE NORTH CAROLINA BAR ASSOCIATION.
GENERAL ASSEMBLY OF NORTH CAROLINA SESSION 2019 SESSION LAW 2019-113 SENATE BILL 394 ANACT TOMAKEVARIOUS CHANGES TO THEGENERALSTATUTES CONCERNING ESTATES, TRUSTS, AND GUARDIANSHIPS, AS RECOMMENDED BY THE NORTH CAROLINA BAR ASSOCIATION.
Such allowance shall be exempt from any lien, by judgment or execution, *S394-v-3* acquired against the property of the deceased spouse, and shall, in cases of testacy, be charged against the share of the surviving spouse." SECTION 4.
Such allowance shall be exempt from any lien, by judgment or execution, *S394-v-4* acquired against the property of the deceased spouse, and shall, in cases of testacy, be charged against the share of the surviving spouse." SECTION 4.
… (h) Except for the modification of a trust pursuant to subsection (a) of this section, nothing in this section shall be deemed to permit the modification of a trust to provide for the Page 2 Senate Bill 394-Ratified removal and replacement of a trustee of the trust, including the addition of trust terms providing for the removal and replacement of the trustee by one or more beneficiaries or other persons." SECTION 7.
… (h) Except for the modification of a trust pursuant to subsection (a) of this section, nothing in this section shall be deemed to permit the modification of a trust to provide for the Page 2 Session Law 2019-113 Senate Bill 394 removal and replacement of a trustee of the trust, including the addition of trust terms providing for the removal and replacement of the trustee by one or more beneficiaries or other persons." SECTION 7.
In the General Assembly read three times and ratified this the 28 day of June, 2019.
th In the General Assembly read three times and ratified this the 28 day of June, 2019.
Berger President Pro Tempore of the Senate s/ Sarah Stevens Speaker Pro Tempore of the House of Representatives ___________________________________________ Roy Cooper Governor Approved __________.m.
Berger President Pro Tempore of the Senate s/ Sarah Stevens Speaker Pro Tempore of the House of Representatives s/ Roy Cooper Governor Approved 1:42 p.m.
this ______________ day of ___________________, 2019 Senate Bill 394-Ratified Page 3
this 11 day of July, 2019 Senate Bill 394 Session Law 2019-113 Page 3
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Action History

  1. Signed by Gov. 7/11/2019

  2. Ch. SL 2019-113

  3. Pres. To Gov. 7/1/2019

  4. Ratified

  5. Concurred In H Com Sub

  6. Ordered Enrolled

  7. Special Message Received For Concurrence in H Com Sub

  8. Passed 2nd Reading

  9. Passed 3rd Reading

  10. Special Message Sent To Senate

  11. Reptd Fav Com Substitute

  12. Cal Pursuant Rule 36(b)

  13. Placed On Cal For 06/25/2019

  14. Reptd Fav

  15. Re-ref Com On Rules, Calendar, and Operations of the House

  16. Withdrawn From Com

  17. Re-ref to the Com on Judiciary, if favorable, Rules, Calendar, and Operations of the House

  18. Passed 1st Reading

  19. Ref To Com On Rules, Calendar, and Operations of the House

  20. Regular Message Sent To House

  21. Regular Message Received From Senate

  22. Passed 2nd Reading

  23. Passed 3rd Reading

  24. Reptd Fav

  25. Reptd Fav

  26. Re-ref Com On Rules and Operations of the Senate

  27. Withdrawn From Com

  28. Re-ref to Judiciary. If fav, re-ref to Rules and Operations of the Senate

  29. Passed 1st Reading

  30. Ref To Com On Rules and Operations of the Senate

  31. Filed

Sponsors

Sponsorship breakdown

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0 sponsors · 1 co-sponsors · 178 not signed on

Sponsors (0)

None.

Co-sponsors (1)

Not signed on (178)

178 members have not signed on to this bill.

Show all 178 →

"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.

Whip count is in markup. Polling the chamber and every recorded vote this session. Only the first open is slow. It’s instant for you after this. Calling the roll · Tallying · Engrossing

Votes

Motion 9 To Concur

Passed 47 Yea · 0 Nay · 3 Other
Party YeaNayPresentNot Voting
Democratic 7001
Unaffiliated 27002
Republican 13000
Total 47003
% of votes cast 94%0%0%6%
How each member voted (50)
Member Party Vote
deViere — Yea
Fitch — Yea
Foushee — Yea
Marcus — Yea
McKissick — Yea
Nickel — Yea
Peterson — Yea
Searcy — Yea
Smith — Yea
VanDuyn — Yea
Woodard — Yea
Ballard — Yea
Brown — Yea
J. Davis — Yea
Edwards — Yea
Gallimore — Yea
Gunn — Yea
Harrington — Yea
Horner — Yea
Johnson — Yea
Krawiec — Yea
Newton — Yea
Perry — Yea
Steinburg — Yea
Tillman — Yea
Wells — Yea
Bishop — Not Voting
D. Davis — Yea
J. Jackson — Not Voting
Dan Blue Democratic Not Voting
Gladys A. Robinson Democratic Yea
Jay J. Chaudhuri Democratic Yea
Joyce Waddell Democratic Yea
Michael Garrett Democratic Yea
Mujtaba A. Mohammed Democratic Yea
Paul A. Lowe, Jr. Democratic Yea
Tracy Clark Democratic Yea
Bill Rabon Republican Yea
Brent Jackson Republican Yea
Carl Ford Republican Yea
Danny Earl Britt, Jr. Republican Yea
Jim Burgin Republican Yea
Norman W. Sanderson Republican Yea
Phil Berger Republican Yea
Ralph Hise Republican Yea
Tom McInnis Republican Yea
Vickie Sawyer Republican Yea
W. Ted Alexander Republican Yea
W. Ted Alexander Republican Yea
Warren Daniel Republican Yea

Official roll call →

Second Reading

Passed 111 Yea · 1 Nay · 8 Other
Party YeaNayPresentNot Voting
Democratic 24001
Republican 32001
Unaffiliated 53106
U 2000
Total 111108
% of votes cast 93%1%0%7%
How each member voted (120)
Member Party Vote
Autry — Yea
Beasley — Yea
Brewer — Yea
Farmer-Butterfield — Yea
Fisher — Yea
Floyd — Yea
Gailliard — Yea
Garrison — Yea
Gill — Yea
Graham — Yea
Harris — Yea
Holley — Yea
Hunt — Yea
Hunter — Yea
Insko — Yea
Lucas — Yea
Montgomery — Yea
Queen — Yea
Richardson — Yea
Russell — Yea
Terry — Yea
vonHaefen — Yea
Wray — Yea
Boles — Yea
Bumgardner — Yea
Carter — Yea
Cleveland — Yea
Conrad — Yea
Davis — Yea
Dobson — Yea
Elmore — Yea
Faircloth — Yea
Fraley — Yea
Grange — Yea
Hardister — Yea
Henson — Yea
Hurley — Yea
Lewis — Yea
McElraft — Yea
McGrady — Yea
McNeill — Yea
Moore — Yea
Murphy — Yea
Presnell — Yea
Rogers — Yea
Saine — Yea
Sasser — Yea
Speciale — Yea
Szoka — Yea
Yarborough — Yea
Zachary — Yea
Jackson — Nay
L. Johnson — Not Voting
Black — Not Voting
Clemmons — Not Voting
Martin — Not Voting
Horn — Not Voting
C. Smith — Yea
K. Smith — Not Voting
R. Smith — Yea
Allison A. Dahle Democratic Yea
Amos L. Quick, III Democratic Yea
Becky Carney Democratic Yea
Brandon Lofton Democratic Yea
Brian Turner Democratic Yea
Brian Turner Democratic Yea
Carolyn G. Logan Democratic Yea
Cecil Brockman Democratic Yea
Cynthia Ball Democratic Yea
Dante Pittman Democratic Yea
Deb Butler Democratic Yea
Eric Ager Democratic Yea
Gale Adcock Democratic Yea
Garland E. Pierce Democratic Yea
Graig Meyer Democratic Yea
Joe John Democratic Yea
Marcia Morey Democratic Yea
Mary Belk Democratic Yea
Pricey Harrison Democratic Yea
Robert T. Reives, II Democratic Not Voting
Shelly Willingham Democratic Yea
Sydney Batch Democratic Yea
Terence Everitt Democratic Yea
Tracy Clark Democratic Yea
Zack Hawkins Democratic Yea
Bobby Hanig Republican Yea
Brenden H. Jones Republican Yea
Chris Humphrey Republican Yea
Dean Arp Republican Yea
Dennis Riddell Republican Yea
Destin Hall Republican Yea
Donna McDowell White Republican Yea
Donny Lambeth Republican Yea
Edward C. Goodwin Republican Yea
Frank Iler Republican Yea
Harry Warren Republican Yea
Hugh Blackwell Republican Yea
Jay Adams Republican Yea
Jimmy Dixon Republican Yea
John A. Torbett Republican Yea
John R. Bell, IV Republican Yea
John Sauls Republican Yea
Julia C. Howard Republican Yea
Keith Kidwell Republican Yea
Kelly E. Hastings Republican Yea
Kevin Corbin Republican Not Voting
Kyle Hall Republican Yea
Larry C. Strickland Republican Yea
Larry W. Potts Republican Yea
Lisa S. Barnes Republican Yea
Mark Brody Republican Yea
Mitchell S. Setzer Republican Yea
Phil Shepard Republican Yea
Sarah Stevens Republican Yea
Stephen M. Ross Republican Yea
Steve Jarvis Republican Yea
W. Ted Alexander Republican Yea
William D. Brisson Republican Yea
Carla D. Cunningham U Yea
Nasif Majeed U Yea

Official roll call →

Subjects

finance
Cross-referencing the record. Reading this bill against every other bill in the corpus by meaning, not keywords. Only the first open is slow. It’s instant for you after this. Matching · Ranking · Engrossing

Frequently asked questions

Who sponsors SB 394?
SB 394 is sponsored by Warren Daniel (Republican).
What is the current status of SB 394?
This bill has been enacted into law. Introduced March 27, 2019. Enacted.
Where can I track SB 394?
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Last checked for changes 3 months ago · updated continuously

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