North Carolina 2021-2022 Session Status: Enacted 2 R cosponsors

SB 50 — Estate Planning Law Changes.

Last action — Signed by Gov. 6/25/2021

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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 February 03, 2021. Enacted.

Prognosis

Advancing 58% · 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.

  • 2 sponsors

    1 primary, 1 co-sponsors signed on.

  • Single-party support

    Sponsorship is currently within one party (2 R).

  • Mixed recorded votes

    3 passed, 1 failed in 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

13 added · 16 removed

Plain-language change summary

The recent amendments to Senate Bill 50 clarify procedures related to trusts and estates in North Carolina. Specifically, the court is given the authority to allow access to confidential records for certain individuals when good cause is shown, which could enhance transparency in trust administration. Additionally, the revisions ensure that specific rules regarding appeals and costs are consistently applied, which helps streamline judicial proceedings. These changes are important as they aim to improve the efficiency and fairness of legal processes related to estates and trusts.

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GENERAL ASSEMBLY OF NORTH CAROLINA SESSION 2021 S 2 SENATE BILL 50 Judiciary Committee Substitute Adopted 2/23/21 Short Title:
GENERAL ASSEMBLY OF NORTH CAROLINA SESSION 2021 S 1 SENATE BILL 50 Short Title:
Senators Daniel and Galey (Primary Sponsors).
February 4, 2021 A BILL TO BE ENTITLED AN ACT TO MAKE VARIOUS CHANGES TO THE GENERAL STATUTES REGARDING ESTATES AND TRUSTS, AS RECOMMENDED BY THE ESTATE PLANNING & FIDUCIARY LAW SECTION OF THE NORTH CAROLINA BAR ASSOCIATION.
Rules and Operations of the Senate February 4, 2021 A BILL TO BE ENTITLED AN ACT TO MAKE VARIOUS CHANGES TO THE GENERAL STATUTES REGARDING ESTATES AND TRUSTS, AS RECOMMENDED BY THE ESTATE PLANNING & FIDUCIARY LAW SECTION OF THE NORTH CAROLINA BAR ASSOCIATION.
*S50-v-2* General Assembly Of North Carolina Session 2021 "§ 36C-4C-404.
*S50-v-1* General Assembly Of North Carolina Session 2021 "§ 36C-4C-404.
(b) For good cause shown, the court mayorder the records that are confidential under this sectiontobemadeavailabletoapersonwhoisnot listedinthissection.Followingthepetitioner's Page 2 Senate Bill 50-Second Edition General Assembly Of North Carolina Session 2021 death, a sealed file shall be unsealed upon the request of any interested person for the purpose of other estate proceedings." SECTION 1.2.
(b) For good cause shown, the court mayorder the records that are confidential under this sectiontobemadeavailabletoapersonwhoisnot listedinthissection.Followingthepetitioner's Page 2 Senate Bill 50-First Edition General Assembly Of North Carolina Session 2021 death, a sealed file shall be unsealed upon the request of any interested person for the purpose of other estate proceedings." SECTION 1.2.
If Except as otherwise provided in this Article, if the respondent is adjudicated incompetent, or proper application is made for appointment of the guardian of a minor under Article 6 of this Senate Bill 50-Second Edition Page 3 General Assembly Of North Carolina Session 2021 Chapter, a guardian or guardians shall be appointed in the manner provided for in Subchapter II of this Chapter." SECTION 2.2.
If Except as otherwise provided in this Article, if the respondent is adjudicated incompetent, or proper application is made for appointment of the guardian of a minor under Article 6 of this Senate Bill 50-First Edition Page 3 General Assembly Of North Carolina Session 2021 Chapter, a guardian or guardians shall be appointed in the manner provided for in Subchapter II of this Chapter." SECTION 2.2.
Page 4 Senate Bill 50-Second Edition General Assembly Of North Carolina Session 2021 a.
Page 4 Senate Bill 50-First Edition General Assembly Of North Carolina Session 2021 a.
The clerk of superior court shall issuethesummons fortherespondents.
The clerk of superior court shall issuethesummons forthe respondents.
Theclerkofsuperiorcourtmayorderthat additional persons be joined as respondents and shall issue the summons for the additional persons.
Theclerkofsuperiorcourtmayorderthatadditional persons be joined as respondents and shall issue the summons for the additional persons.
After the time for responding to the petition or Senate Bill 50-Second Edition Page 5 General Assembly Of North Carolina Session 2021 complaint has expired, any party or the clerk of superior court may give notice to all parties of a hearing.
After the time for responding to the petition or Senate Bill 50-First Edition Page 5 General Assembly Of North Carolina Session 2021 complaint has expired, any party or the clerk of superior court may give notice to all parties of a hearing.
The clerk of superior court may issue a stay of an order revoking the letters upon the appellant postingan appropriatebond set bythe clerkuntil thecauseis heard anddetermineduponappeal." SECTION 3.5.
The clerk of superior court may issue a stay of an order revoking the letters upon the appellant postingan appropriatebond set bythe clerkuntil thecauseis heard anddetermined upon appeal." SECTION 3.5.
…." Page 6 Senate Bill 50-Second Edition General Assembly Of North Carolina Session 2021 SECTION 3.6.
…." Page 6 Senate Bill 50-First Edition General Assembly Of North Carolina Session 2021 SECTION 3.6.
Section 4.1 applies to powers of appointment created on or after the effective date of this act.
Senate Bill 50-First Edition Page 7
Section 4.2 applies to the exercise, on or after the effective date of this act, of powers of appointment created before, on, or after that date.
Senate Bill 50-Second Edition Page 7
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Action History

  1. Signed by Gov. 6/25/2021

  2. Ch. SL 2021-53

  3. Pres. To Gov. 6/17/2021

  4. Ratified

  5. Concurred In H Com Sub

  6. Ordered Enrolled

  7. Regular Message Received For Concurrence in H Com Sub

  8. Placed On Cal For 06/15/2021

  9. Regular Message Sent To Senate

  10. Amend Adopted A1

  11. Amend Failed A2

  12. Passed 2nd Reading

  13. Passed 3rd Reading

  14. Ordered Engrossed

  15. Reptd Fav Com Sub 2

  16. Cal Pursuant Rule 36(b)

  17. Placed On Cal For 06/09/2021

  18. Reptd Fav Com Substitute

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

  20. Regular Message Sent To House

  21. Regular Message Received From Senate

  22. Passed 1st Reading

  23. Ref to the Com on Judiciary 4, if favorable, Rules, Calendar, and Operations of the House

  24. Passed 2nd Reading

  25. Passed 3rd Reading

  26. Reptd Fav

  27. Placed On Cal For 03/01/2021

  28. Reptd Fav Com Substitute

  29. Com Substitute Adopted

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

  31. Passed 1st Reading

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

  33. Withdrawn From Com

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

  35. Filed

Sponsors

Sponsorship breakdown

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1 sponsors · 1 co-sponsors · 177 not signed on · 44 voted No

Sponsors (1)

Co-sponsors (1)

Not signed on (177)

177 members have not signed on to this bill.

Show all 177 →

"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 50 Yea · 0 Nay
Party YeaNayPresentNot Voting
Democratic 13000
Unaffiliated 18000
Republican 19000
Total 50000
% of votes cast 100%0%0%0%
How each member voted (50)
Member Party Vote
Bazemore — Yea
deViere — Yea
Fitch — Yea
Foushee — Yea
Marcus — Yea
Nickel — Yea
Woodard — Yea
Ballard — Yea
Edwards — Yea
Harrington — Yea
Johnson — Yea
Krawiec — Yea
Perry — Yea
Proctor — Yea
Steinburg — Yea
D. Davis — Yea
J. Jackson — Yea
P. Newton — Yea
Dan Blue Democratic Yea
DeAndrea Salvador Democratic Yea
Gladys A. Robinson Democratic Yea
Jay J. Chaudhuri Democratic Yea
Joyce Waddell Democratic Yea
Julie Mayfield Democratic Yea
Michael Garrett Democratic Yea
Mujtaba A. Mohammed Democratic Yea
Natalie S. Murdock Democratic Yea
Paul A. Lowe, Jr. Democratic Yea
Sarah Crawford Democratic Yea
Sydney Batch Democratic Yea
Tracy Clark Democratic Yea
Amy S. Galey Republican Yea
Bill Rabon Republican Yea
Brent Jackson Republican Yea
Carl Ford Republican Yea
Danny Earl Britt, Jr. Republican Yea
David W. Craven, Jr. Republican Yea
Jim Burgin Republican Yea
Kevin Corbin Republican Yea
Lisa S. Barnes Republican Yea
Michael A. Lazzara Republican Yea
Michael V. Lee Republican Yea
Norman W. Sanderson Republican Yea
Phil Berger Republican Yea
Ralph Hise Republican Yea
Steve Jarvis Republican Yea
Tom McInnis Republican Yea
Vickie Sawyer Republican Yea
W. Ted Alexander Republican Yea
Warren Daniel Republican Yea

Official roll call →

A2 Morey Second Reading

Failed 46 Yea · 61 Nay · 13 Other
Party YeaNayPresentNot Voting
Democratic 25101
Unaffiliated 202005
U 1001
Republican 04006
Total 4661013
% of votes cast 38%51%0%11%
How each member voted (120)
Member Party Vote
Autry — Yea
Clemmons — Yea
Cooper-Suggs — Yea
Farkas — Yea
Fisher — Yea
Garrison — Yea
Gill — Yea
Graham — Yea
Harris — Yea
Hunt — Yea
Hunter — Yea
Hurtado — Yea
Lucas — Yea
Martin — Yea
Richardson — Yea
Terry — Yea
vonHaefen — Yea
Wray — Yea
Boles — Nay
Bradford — Nay
Bumgardner — Nay
Carter — Nay
Cleveland — Nay
Davis — Nay
Elmore — Nay
Faircloth — Nay
Hardister — Nay
Hurley — Nay
Johnson — Nay
McNeill — Nay
Mills — Nay
Saine — Nay
Sasser — Nay
Szoka — Nay
Yarborough — Nay
Zachary — Nay
Gailliard — Not Voting
Moore — Not Voting
Insko — Not Voting
McElraft — Not Voting
Rogers — Not Voting
C. Smith — Nay
K. Baker — Nay
K. Smith — Yea
R. Smith — Yea
Abe Jones Democratic Yea
Allison A. Dahle Democratic Yea
Amber M. Baker Democratic Yea
Amos L. Quick, III Democratic Yea
Becky Carney Democratic Yea
Brandon Lofton Democratic Yea
Brian Turner Democratic Yea
Carolyn G. Logan Democratic Yea
Cecil Brockman Democratic Yea
Cynthia Ball Democratic Yea
Dante Pittman Democratic Nay
Deb Butler Democratic Yea
Eric Ager Democratic Yea
Gale Adcock Democratic Yea
Garland E. Pierce Democratic Yea
Graig Meyer Democratic Yea
James Roberson 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
Terence Everitt Democratic Yea
Terry M. Brown Jr. Democratic Yea
Vernetta Alston Democratic Yea
Zack Hawkins Democratic Yea
Ben T. Moss, Jr. Republican Nay
Bobby Hanig Republican Nay
Brenden H. Jones Republican Nay
Charles W. Miller Republican Nay
Chris Humphrey Republican Nay
David Willis Republican Nay
Dean Arp Republican Nay
Dennis Riddell Republican Nay
Destin Hall Republican Nay
Diane Wheatley Republican Nay
Donna McDowell White Republican Nay
Donny Lambeth Republican Nay
Dudley Greene Republican Nay
Edward C. Goodwin Republican Nay
Erin Paré Republican Nay
Frank Iler Republican Nay
Harry Warren Republican Nay
Howard Penny, Jr. Republican Nay
Hugh Blackwell Republican Nay
Jay Adams Republican Nay
Jeff Zenger Republican Nay
Jeffrey C. McNeely Republican Not Voting
Jimmy Dixon Republican Not Voting
John A. Torbett Republican Nay
John R. Bell, IV Republican Nay
John Sauls Republican Nay
Julia C. Howard Republican Not Voting
Karl E. Gillespie Republican Nay
Keith Kidwell Republican Nay
Kelly E. Hastings Republican Nay
Kyle Hall Republican Nay
Larry C. Strickland Republican Nay
Larry W. Potts Republican Nay
Mark Brody Republican Nay
Mark Pless Republican Nay
Matthew Winslow Republican Nay
Mike Clampitt Republican Nay
Mitchell S. Setzer Republican Not Voting
Phil Shepard Republican Nay
Ray Pickett Republican Nay
Sam Watford Republican Nay
Sarah Stevens Republican Not Voting
Steve Tyson Republican Nay
Timothy D. Moffitt Republican Nay
W. Ted Alexander Republican Not Voting
William D. Brisson Republican Nay
Carla D. Cunningham U Not Voting
Nasif Majeed U Yea

Official roll call →

Conference Rpt Motion 8 To Adopt

Passed 42 Yea · 4 Nay · 4 Other
Party YeaNayPresentNot Voting
Unaffiliated 27403
Democratic 6001
Republican 9000
Total 42404
% of votes cast 84%8%0%8%
How each member voted (50)
Member Party Vote
Apodaca — Yea
Barefoot — Nay
Brock — Yea
Curtis — Yea
Hartsell — Not Voting
D.Davis — Yea
Smith — Yea
Smith-Ingram — Yea
VanDuyn — Yea
Brown — Yea
J.Davis — Yea
B.Jackson — Yea
Ballard — Yea
Barringer — Yea
Bingham — Yea
Bryant — Yea
Foushee — Yea
Gunn — Yea
McKissick — Yea
Newton — Yea
Tucker — Nay
J.Jackson — Not Voting
Harrington — Nay
Meredith — Nay
Pate — Yea
Rabin — Yea
Rucho — Yea
Tillman — Yea
Wade — Yea
Krawiec — Yea
Randleman — Yea
Tarte — Not Voting
Wells — Yea
Woodard — Yea
Amanda P. Cook Democratic Yea
Dan Blue Democratic Yea
Gladys A. Robinson Democratic Yea
Jay J. Chaudhuri Democratic Yea
Joyce Waddell Democratic Yea
Paul A. Lowe, Jr. Democratic Yea
Tracy Clark Democratic Not Voting
Bill Rabon Republican Yea
Carl Ford Republican Yea
Michael V. Lee Republican Yea
Norman W. Sanderson Republican Yea
Phil Berger Republican Yea
Ralph Hise Republican Yea
Tom McInnis Republican Yea
W. Ted Alexander Republican Yea
Warren Daniel Republican Yea

Official roll call →

C RPT Adoption

Passed 96 Yea · 15 Nay · 9 Other
Party YeaNayPresentNot Voting
Democratic 10101
Unaffiliated 661206
Republican 18202
U 1000
Total 951509
% of votes cast 80%13%0%8%
How each member voted (119)
Member Party Vote
Avila — Nay
Bradford — Yea
Bumgardner — Nay
Burr — Nay
Daughtry — Yea
Dobson — Yea
Fisher — Yea
Floyd — Yea
Fraley — Yea
Gill — Yea
Hanes — Yea
L.Bell — Yea
C.Graham — Yea
G.Graham — Yea
D.Hall — Yea
L.Hall — Yea
Jackson — Yea
G.Martin — Yea
R.Moore — Yea
Queen — Yea
B.Richardson — Yea
W.Richardson — Yea
B.Turner — Yea
J.Bell — Yea
Brawley — Yea
Davis — Yea
K.Hall — Yea
Boles — Yea
Bryan — Yea
Catlin — Yea
Conrad — Yea
Dollar — Yea
Earle — Yea
Elmore — Yea
Farmer-Butterfield — Yea
Goodman — Yea
Hager — Yea
Hamilton — Yea
Holley — Yea
Hunter — Yea
Lucas — Yea
Luebke — Yea
Salmon — Yea
Sgro — Yea
L.Johnson — Yea
Jones — Yea
Malone — Yea
S.Martin — Yea
T.Moore(Speaker) — Yea
Stone — Yea
R.Turner — Yea
R.Brown — Not Voting
Baskerville — Not Voting
Bishop — Nay
Cleveland — Nay
Collins — Nay
Faircloth — Nay
Hardister — Yea
Horn — Yea
Hurley — Nay
Insko — Not Voting
Jeter — Yea
Jordan — Nay
Langdon — Yea
Lewis — Yea
McElraft — Yea
McNeill — Yea
Millis — Nay
Presnell — Nay
Saine — Not Voting
Speciale — Nay
Szoka — Yea
Terry — Not Voting
West — Yea
Whitmire — Yea
Yarborough — Yea
McGrady — Yea
Michaux — Yea
Murphy — Yea
Pendleton — Yea
Stam — Yea
Steinburg — Yea
Wray — Yea
Zachary — Not Voting
Becky Carney Democratic Yea
Cecil Brockman Democratic Yea
Dante Pittman Democratic Nay
Eric Ager Democratic Yea
Gale Adcock Democratic Yea
Garland E. Pierce Democratic Yea
Gladys A. Robinson Democratic Yea
Graig Meyer Democratic Yea
Joyce Waddell Democratic Yea
Pricey Harrison Democratic Yea
Robert T. Reives, II Democratic Not Voting
Shelly Willingham Democratic Yea
Carl Ford Republican Yea
Dean Arp Republican Not Voting
Dennis Riddell Republican Yea
Donny Lambeth 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 M. Blust Republican Nay
Julia C. Howard Republican Yea
Kelly E. Hastings Republican Nay
Mark Brody Republican Yea
Mitchell S. Setzer Republican Yea
Phil Shepard Republican Yea
Sam Watford Republican Yea
Sarah Stevens Republican Yea
Stephen M. Ross Republican Yea
Tricia Ann Cotham Republican Not Voting
W. Ted Alexander Republican Yea
William D. Brisson Republican Yea
Carla D. Cunningham U Yea

Official roll call →

Subjects

finance
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Frequently asked questions

Who sponsors SB 50?
SB 50 is sponsored by Warren Daniel (Republican) and Amy S. Galey (Republican).
What is the current status of SB 50?
This bill has been enacted into law. Introduced February 03, 2021. Enacted.
Where can I track SB 50?
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