Illinois 2025-2026 Regular Session

Illinois House Bill HB3207 Compare Versions

Only one version of the bill is available at this time.

Old	New	Differences
1	1	104TH GENERAL ASSEMBLY State of Illinois 2025 and 2026 HB3207 Introduced , by Rep. Michael J. Coffey, Jr. SYNOPSIS AS INTRODUCED: 755 ILCS 5/9-8 from Ch. 110 1/2, par. 9-8755 ILCS 5/25-1 from Ch. 110 1/2, par. 25-1 Amends the Probate Act of 1975. Increases the jurisdictional amount to use the summary administration procedure or the small estate affidavit from $100,000 to $500,000. LRB104 08631 JRC 18683 b A BILL FOR 104TH GENERAL ASSEMBLY State of Illinois 2025 and 2026 HB3207 Introduced , by Rep. Michael J. Coffey, Jr. SYNOPSIS AS INTRODUCED: 755 ILCS 5/9-8 from Ch. 110 1/2, par. 9-8755 ILCS 5/25-1 from Ch. 110 1/2, par. 25-1 755 ILCS 5/9-8 from Ch. 110 1/2, par. 9-8 755 ILCS 5/25-1 from Ch. 110 1/2, par. 25-1 Amends the Probate Act of 1975. Increases the jurisdictional amount to use the summary administration procedure or the small estate affidavit from $100,000 to $500,000. LRB104 08631 JRC 18683 b LRB104 08631 JRC 18683 b A BILL FOR
2	2	104TH GENERAL ASSEMBLY State of Illinois 2025 and 2026 HB3207 Introduced , by Rep. Michael J. Coffey, Jr. SYNOPSIS AS INTRODUCED:
3	3	755 ILCS 5/9-8 from Ch. 110 1/2, par. 9-8755 ILCS 5/25-1 from Ch. 110 1/2, par. 25-1 755 ILCS 5/9-8 from Ch. 110 1/2, par. 9-8 755 ILCS 5/25-1 from Ch. 110 1/2, par. 25-1
4	4	755 ILCS 5/9-8 from Ch. 110 1/2, par. 9-8
5	5	755 ILCS 5/25-1 from Ch. 110 1/2, par. 25-1
6	6	Amends the Probate Act of 1975. Increases the jurisdictional amount to use the summary administration procedure or the small estate affidavit from $100,000 to $500,000.
7	7	LRB104 08631 JRC 18683 b LRB104 08631 JRC 18683 b
8	8	LRB104 08631 JRC 18683 b
9	9	A BILL FOR
10	10	HB3207LRB104 08631 JRC 18683 b HB3207 LRB104 08631 JRC 18683 b
11	11	HB3207 LRB104 08631 JRC 18683 b
12	12	1 AN ACT concerning civil law.
13	13	2 Be it enacted by the People of the State of Illinois,
14	14	3 represented in the General Assembly:
15	15	4 Section 5. The Probate Act of 1975 is amended by changing
16	16	5 Sections 9-8 and 25-1 as follows:
17	17	6 (755 ILCS 5/9-8) (from Ch. 110 1/2, par. 9-8)
18	18	7 Sec. 9-8. Distribution on summary administration. Upon the
19	19	8 filing of a petition therefor in the court of the proper county
20	20	9 by any interested person and after ascertainment of heirship
21	21	10 of the decedent and admission of the will, if any, to probate,
22	22	11 if it appears to the court that:
23	23	12 (a) the gross value of the decedent's real and
24	24	13 personal estate subject to administration in this State as
25	25	14 itemized in the petition does not exceed $500,000
26	26	15 $100,000;
27	27	16 (b) there is no unpaid claim against the estate, or
28	28	17 all claimants known to the petitioner, with the amount
29	29	18 known by him to be due to each of them, are listed in the
30	30	19 petition;
31	31	20 (c) no tax will be due to the United States or to this
32	32	21 State by reason of the death of the decedent or all such
33	33	22 taxes have been paid or provided for or are the obligation
34	34	23 of another fiduciary;
35	35
36	36
37	37
38	38	104TH GENERAL ASSEMBLY State of Illinois 2025 and 2026 HB3207 Introduced , by Rep. Michael J. Coffey, Jr. SYNOPSIS AS INTRODUCED:
39	39	755 ILCS 5/9-8 from Ch. 110 1/2, par. 9-8755 ILCS 5/25-1 from Ch. 110 1/2, par. 25-1 755 ILCS 5/9-8 from Ch. 110 1/2, par. 9-8 755 ILCS 5/25-1 from Ch. 110 1/2, par. 25-1
40	40	755 ILCS 5/9-8 from Ch. 110 1/2, par. 9-8
41	41	755 ILCS 5/25-1 from Ch. 110 1/2, par. 25-1
42	42	Amends the Probate Act of 1975. Increases the jurisdictional amount to use the summary administration procedure or the small estate affidavit from $100,000 to $500,000.
43	43	LRB104 08631 JRC 18683 b LRB104 08631 JRC 18683 b
44	44	LRB104 08631 JRC 18683 b
45	45	A BILL FOR
46	46
47	47
48	48
49	49
50	50
51	51	755 ILCS 5/9-8 from Ch. 110 1/2, par. 9-8
52	52	755 ILCS 5/25-1 from Ch. 110 1/2, par. 25-1
53	53
54	54
55	55
56	56	LRB104 08631 JRC 18683 b
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66	66	HB3207 LRB104 08631 JRC 18683 b
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69	69	HB3207- 2 -LRB104 08631 JRC 18683 b HB3207 - 2 - LRB104 08631 JRC 18683 b
70	70	HB3207 - 2 - LRB104 08631 JRC 18683 b
71	71	1 (d) no person is entitled to a surviving spouse's or
72	72	2 child's award under this Act, or a surviving spouse's or
73	73	3 child's award is allowable under this Act, and the name
74	74	4 and age of each person entitled to an award, with the
75	75	5 minimum award allowable under this Act to the surviving
76	76	6 spouse or child, or each of them, and the amount, if any,
77	77	7 theretofore paid to the spouse or child on such award, are
78	78	8 listed in the petition;
79	79	9 (e) all heirs and legatees of the decedent have
80	80	10 consented in writing to distribution of the estate on
81	81	11 summary administration (and if an heir or legatee is a
82	82	12 minor or person with a disability, the consent may be
83	83	13 given on his behalf by his parent, spouse, adult child,
84	84	14 person in loco parentis, guardian or guardian ad litem);
85	85	15 (f) each distributee gives bond in the value of his
86	86	16 distributive share, conditioned to refund the due
87	87	17 proportion of any claim entitled to be paid from the
88	88	18 estate distributed, including the claim of any person
89	89	19 having a prior right to such distribution, together with
90	90	20 expenses of recovery, including reasonable attorneys'
91	91	21 fees, with surety to be approved by the court. If at any
92	92	22 time after payment of a distributive share it becomes
93	93	23 necessary for all or any part of the distributive share to
94	94	24 be refunded for the payment of any claim entitled to be
95	95	25 paid from the estate distributed or to provide for a
96	96	26 distribution to any person having a prior right thereto,
97	97
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99	99
100	100
101	101
102	102	HB3207 - 2 - LRB104 08631 JRC 18683 b
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105	105	HB3207- 3 -LRB104 08631 JRC 18683 b HB3207 - 3 - LRB104 08631 JRC 18683 b
106	106	HB3207 - 3 - LRB104 08631 JRC 18683 b
107	107	1 upon petition of any interested person the court shall
108	108	2 order the distributee to refund that portion of his
109	109	3 distributive share which is necessary for such purposes.
110	110	4 If there is more than one distributee, the court shall
111	111	5 apportion among the distributees the amount to be refunded
112	112	6 according to the amount received by each of them, but
113	113	7 specific and general legacies need not be refunded unless
114	114	8 the residue is insufficient to satisfy the claims entitled
115	115	9 to be paid from the estate distributed. If a distributee
116	116	10 refuses to refund within 60 days after being ordered by
117	117	11 the court to do so and upon demand, the refusal is deemed a
118	118	12 breach of the bond and a civil action may be maintained by
119	119	13 the claimant or person having a prior right to a
120	120	14 distribution against the distributee and the surety or
121	121	15 either of them for the amount due together with the
122	122	16 expenses of recovery, including reasonable attorneys'
123	123	17 fees. The order of the court is evidence of the amount due;
124	124	18 (g) the petitioner has published a notice informing
125	125	19 all persons of the death of the decedent, of the filing of
126	126	20 the petition for distribution of the estate on summary
127	127	21 administration and of the date, time and place of the
128	128	22 hearing on the petition (the notice having been published
129	129	23 once a week for 3 successive weeks in a newspaper
130	130	24 published in the county where the petition has been filed,
131	131	25 the first publication having been made not less than 30
132	132	26 days prior to the hearing) and has filed proof of
133	133
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137	137
138	138	HB3207 - 3 - LRB104 08631 JRC 18683 b
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142	142	HB3207 - 4 - LRB104 08631 JRC 18683 b
143	143	1 publication with the clerk of the court;
144	144	2 the court may determine the rights of claimants and other
145	145	3 persons interested in the estate, direct payment of claims and
146	146	4 distribution of the estate on summary administration and
147	147	5 excuse the issuance of letters of office or revoke the letters
148	148	6 which have been issued and discharge the representative.
149	149	7 Any claimant may file his claim in the proceeding at or
150	150	8 before the hearing on the petition, but failure to do so does
151	151	9 not deprive the claimant of his right to enforce his claim in
152	152	10 any other manner provided by law.
153	153	11 A petition for distribution on summary administration may
154	154	12 be combined with or filed separately from a petition for
155	155	13 probate of a will or for administration of an estate.
156	156	14 (Source: P.A. 99-143, eff. 7-27-15.)
157	157	15 (755 ILCS 5/25-1) (from Ch. 110 1/2, par. 25-1)
158	158	16 Sec. 25-1. Payment or delivery of small estate of decedent
159	159	17 upon affidavit.
160	160	18 (a) When any person, corporation, or financial institution
161	161	19 (1) indebted to or holding personal estate of a decedent, (2)
162	162	20 controlling the right of access to decedent's safe deposit box
163	163	21 or (3) acting as registrar or transfer agent of any evidence of
164	164	22 interest, indebtedness, property or right is furnished with a
165	165	23 small estate affidavit in substantially the form hereinafter
166	166	24 set forth, that person, corporation, or financial institution
167	167	25 shall pay the indebtedness, grant access to the safe deposit
168	168
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172	172
173	173	HB3207 - 4 - LRB104 08631 JRC 18683 b
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178	178	1 box, deliver the personal estate or transfer or issue the
179	179	2 evidence of interest, indebtedness, property or right to
180	180	3 persons and in the manner specified in the affidavit or to an
181	181	4 agent appointed as hereinafter set forth.
182	182	5 (b) Small Estate Affidavit
183	183	6 I, (name of affiant) , on oath state:
184	184	7 1. (a) My post office address is: ;
185	185	8 (b) My residence address is: ; and
186	186	9 (c) I understand that, if I am an out-of-state
187	187	10 resident, I submit myself to the jurisdiction of Illinois
188	188	11 courts for all matters related to the preparation and use of
189	189	12 this affidavit. My agent for service of process in Illinois
190	190	13 is:
191	191	14 NAME..........................
192	192	15 ADDRESS.......................
193	193	16 CITY..........................
194	194	17 TELEPHONE (IF ANY)............
195	195	18 I understand that if no person is named above as my agent for
196	196	19 service or, if for any reason, service on the named person
197	197	20 cannot be effectuated, the clerk of the circuit court of
198	198	21 ......(County) (Judicial Circuit) Illinois is recognized by
199	199	22 Illinois law as my agent for service of process.
200	200	23 2. The decedent's name is ;
201	201	24 3. The date of the decedent's death was , and I
202	202	25 have attached a copy of the death certificate hereto.
203	203	26 4. The decedent's place of residence immediately before
204	204
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208	208
209	209	HB3207 - 5 - LRB104 08631 JRC 18683 b
210	210
211	211	NAME..........................
212	212
213	213	ADDRESS.......................
214	214
215	215	CITY..........................
216	216
217	217	TELEPHONE (IF ANY)............
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219	219
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221	221	HB3207 - 6 - LRB104 08631 JRC 18683 b
222	222	1 his death was ;
223	223	2 5. No letters of office are now outstanding on the
224	224	3 decedent's estate and no petition for letters is contemplated
225	225	4 or pending in Illinois or in any other jurisdiction, to my
226	226	5 knowledge;
227	227	6 6. The gross value of the decedent's entire personal
228	228	7 estate, including the value of all property passing to any
229	229	8 party either by intestacy or under a will, does not exceed
230	230	9 $500,000 $100,000. (Here, list each asset, e.g., cash, stock,
231	231	10 and its fair market value.);
232	232	11 7. (a) All of the decedent's funeral expenses and other
233	233	12 debts have been paid, or
234	234	13 (b) All of the decedent's known unpaid debts are listed
235	235	14 and classified as follows (include the name, post office
236	236	15 address, and amount):
237	237	16 Class 1: funeral and burial expenses, which include
238	238	17 reasonable amounts paid for a burial space, crypt, or
239	239	18 niche; a marker on the burial space; and care of the burial
240	240	19 space, crypt, or niche; expenses of administration; and
241	241	20 statutory custodial claims as follows:
242	242	21 .........................................................
243	243	22 Class 2: the surviving spouse's award or child's award, if
244	244	23 applicable, as follows:
245	245	24 .........................................................
246	246	25 Class 3: debts due the United States, as follows:
247	247	26 .........................................................
248	248
249	249
250	250
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252	252
253	253	HB3207 - 6 - LRB104 08631 JRC 18683 b
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257	257	HB3207 - 7 - LRB104 08631 JRC 18683 b
258	258	1 Class 4: money due employees of the decedent of not more
259	259	2 than $800 for each claimant for services rendered within 4
260	260	3 months prior to the decedent's death and expenses
261	261	4 attending the last illness, as follows:
262	262	5 .........................................................
263	263	6 Class 5: money and property received or held in trust by
264	264	7 the decedent which cannot be identified or traced, as
265	265	8 follows:
266	266	9 .........................................................
267	267	10 Class 6: debts due the State of Illinois and any county,
268	268	11 township, city, town, village, or school district located
269	269	12 within Illinois, as follows:
270	270	13 .........................................................
271	271	14 Class 7: all other claims, as follows:
272	272	15 ................................
273	273	16 (Strike either 7(a) or 7(b)).
274	274	17 7.5. I understand that all valid claims against the
275	275	18 decedent's estate described in paragraph 7 must be paid by me
276	276	19 from the decedent's estate before any distribution is made to
277	277	20 any heir or legatee. I further understand that the decedent's
278	278	21 estate should pay all claims in the order set forth above, and
279	279	22 if the decedent's estate is insufficient to pay the claims in
280	280	23 any one class, the claims in that class shall be paid pro rata.
281	281	24 8. There is no known unpaid claimant or contested claim
282	282	25 against the decedent, except as stated in paragraph 7.
283	283	26 9. (a) The names and places of residence of any surviving
284	284
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289	289	HB3207 - 7 - LRB104 08631 JRC 18683 b
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294	294	1 spouse, minor children and adult dependent* children of the
295	295	2 decedent are as follows:
296	296	3Name andPlace ofAge of4RelationshipResidenceminor child 3 Name and Place of Age of 4 Relationship Residence minor child
297	297	3 Name and Place of Age of
298	298	4 Relationship Residence minor child
299	299	5 *(Note: An adult dependent child is one who is unable to
300	300	6 maintain himself and is likely to become a public charge.)
301	301	7 (b) The award allowable to the surviving spouse of a
302	302	8 decedent who was an Illinois resident is $.......... ($20,000,
303	303	9 plus $10,000 multiplied by the number of minor children and
304	304	10 adult dependent children who resided with the surviving spouse
305	305	11 at the time of the decedent's death. If any such child did not
306	306	12 reside with the surviving spouse at the time of the decedent's
307	307	13 death, so indicate).
308	308	14 (c) If there is no surviving spouse, the award allowable
309	309	15 to the minor children and adult dependent children of a
310	310	16 decedent who was an Illinois resident is $.......... ($20,000,
311	311	17 plus $10,000 multiplied by the number of minor children and
312	312	18 adult dependent children), to be divided among them in equal
313	313	19 shares.
314	314	20 10. (a) The decedent left no will. The names, places of
315	315	21 residence and relationships of the decedent's heirs, and the
316	316	22 portion of the estate to which each heir is entitled under the
317	317	23 law where decedent died intestate are as follows:
318	318	24Name, relationshipAge ofPortion of25and place of residenceminorEstate 24 Name, relationship Age of Portion of 25 and place of residence minor Estate
319	319	24 Name, relationship Age of Portion of
320	320	25 and place of residence minor Estate
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326	326	HB3207 - 8 - LRB104 08631 JRC 18683 b
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329	329	3 Name and Place of Age of
330	330	4 Relationship Residence minor child
331	331
332	332
333	333	24 Name, relationship Age of Portion of
334	334	25 and place of residence minor Estate
335	335
336	336
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338	338	HB3207 - 9 - LRB104 08631 JRC 18683 b
339	339	1OR 1 OR
340	340	1 OR
341	341	2 (b) The decedent left a will, which has been filed with the
342	342	3 clerk of an appropriate court. A certified copy of the will on
343	343	4 file is attached. To the best of my knowledge and belief the
344	344	5 will on file is the decedent's last will and was signed by the
345	345	6 decedent and the attesting witnesses as required by law and
346	346	7 would be admittable to probate. The names and places of
347	347	8 residence of the legatees and the portion of the estate, if
348	348	9 any, to which each legatee is entitled are as follows:
349	349	10Name, relationshipAge ofPortion of11and place of residenceminorEstate 10 Name, relationship Age of Portion of 11 and place of residence minor Estate
350	350	10 Name, relationship Age of Portion of
351	351	11 and place of residence minor Estate
352	352	12 (Strike either 10(a) or 10(b)).
353	353	13 (c) Affiant is unaware of any dispute or potential
354	354	14 conflict as to the heirship or will of the decedent.
355	355	15 10.3. My relationship to the decedent or the decedent's
356	356	16 estate is as follows:....................................
357	357	17 10.5. (The following paragraph should appear in bold type
358	358	18 and in not less than 14-point font):
359	359	19 I understand that the decedent's estate must be
360	360	20 distributed first to satisfy claims against the decedent's
361	361	21 estate as set forth in paragraph 7.5 of this affidavit
362	362	22 before any distribution is made to any heir or legatee. By
363	363	23 signing this affidavit, I agree to indemnify and hold
364	364	24 harmless all creditors of the decedent's estate, the
365	365	25 decedent's heirs and legatees, and other persons,
366	366
367	367
368	368
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372	372
373	373	1 OR
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375	375
376	376	10 Name, relationship Age of Portion of
377	377	11 and place of residence minor Estate
378	378
379	379
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381	381	HB3207 - 10 - LRB104 08631 JRC 18683 b
382	382	1 corporations, or financial institutions relying upon this
383	383	2 affidavit who incur any loss because of reliance on this
384	384	3 affidavit, up to the amount lost because of any act or
385	385	4 omission by me. I further understand that any person,
386	386	5 corporation, or financial institution recovering under
387	387	6 this indemnification provision shall be entitled to
388	388	7 reasonable attorney's fees and the expenses of recovery.
389	389	8 11. After payment by me from the decedent's estate of all
390	390	9 debts and expenses listed in paragraph 7, any remaining
391	391	10 property described in paragraph 6 of this affidavit should be
392	392	11 distributed as follows:
393	393	12 Name Specific sum or property to be distributed
394	394	13 The foregoing statement is made under the penalties of
395	395	14 perjury*.
396	396	15 .........................
397	397	16 Signature of Affiant
398	398	17 Signed and sworn before me on (insert date).
399	399	18 .........................
400	400	19 Notary Public
401	401	20 *(Note: A fraudulent statement made under the penalties of
402	402	21 perjury is perjury, as defined in Section 32-2 of the Criminal
403	403	22 Code of 2012.)
404	404
405	405
406	406
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410	410
411	411	.........................
412	412
413	413	Signature of Affiant
414	414
415	415	.........................
416	416
417	417	Notary Public
418	418
419	419
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422	422	1 (c) Appointment of Agent. If safe deposit access is
423	423	2 involved or if sale of any personal property is desirable to
424	424	3 facilitate distribution pursuant to the small estate
425	425	4 affidavit, the affiant under the small estate affidavit may in
426	426	5 writing appoint one or more persons as the affiant's agent for
427	427	6 that purpose. The agent shall have power, without court
428	428	7 approval, to gain access to, sell, and distribute the property
429	429	8 in the manner specified in paragraphs 7.5 and 11 of the
430	430	9 affidavit; and the payment, delivery, transfer, access or
431	431	10 issuance shall be made or granted to or on the order of the
432	432	11 agent. The affiant may appoint himself or herself as the
433	433	12 designated representative to exercise the powers and perform
434	434	13 the duties of an agent described in this subsection (c).
435	435	14 (d) Reliance and Release. Any person, corporation, or
436	436	15 financial institution who acts in good faith reliance on a
437	437	16 copy of a document purporting to be a small estate affidavit
438	438	17 that is substantially in compliance with subsection (b) of
439	439	18 this Section shall be fully protected and released upon
440	440	19 payment, delivery, transfer, access or issuance pursuant to
441	441	20 such a document to the same extent as if the payment, delivery,
442	442	21 transfer, access or issuance had been made or granted to the
443	443	22 representative of the estate. Such person, corporation, or
444	444	23 financial institution is not required to see to the
445	445	24 application or disposition of the property; but each person to
446	446	25 whom a payment, delivery, transfer, access or issuance is made
447	447	26 or given is answerable therefor to any person having a prior
448	448
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451	451
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457	457	HB3207 - 12 - LRB104 08631 JRC 18683 b
458	458	1 right and is accountable to any representative of the estate.
459	459	2 (e) Distributions pursuant to an affidavit substantially
460	460	3 in the form set forth in subsection (b) of this Section may be
461	461	4 made to the affiant, if so specified in paragraph 11,
462	462	5 notwithstanding the disclosure of known unpaid debts. The
463	463	6 affiant, acting on behalf of the decedent's estate, is
464	464	7 obligated to pay all valid claims against the decedent's
465	465	8 estate before any distribution is made to any heir or legatee.
466	466	9 The affiant signing the small estate affidavit prepared
467	467	10 pursuant to subsection (b) of this Section shall indemnify and
468	468	11 hold harmless all creditors, heirs, and legatees of the
469	469	12 decedent and other persons, corporations, or financial
470	470	13 institutions relying upon the affidavit who incur loss because
471	471	14 of such reliance. That indemnification shall only be up to the
472	472	15 amount lost because of the act or omission of the affiant. Any
473	473	16 person, corporation, or financial institution recovering under
474	474	17 this subsection (e) shall be entitled to reasonable attorney's
475	475	18 fees and the expenses of recovery.
476	476	19 (f) The affiant of a small estate affidavit who is a
477	477	20 non-resident of Illinois submits himself or herself to the
478	478	21 jurisdiction of Illinois courts for all matters related to the
479	479	22 preparation or use of the affidavit. The affidavit shall
480	480	23 provide the name, address, and phone number of a person whom
481	481	24 the affiant names as his agent for service of process. If no
482	482	25 such person is named or if, for any reason, service on the
483	483	26 named person cannot be effectuated, the clerk of the circuit
484	484
485	485
486	486
487	487
488	488
489	489	HB3207 - 12 - LRB104 08631 JRC 18683 b
490	490
491	491
492	492	HB3207- 13 -LRB104 08631 JRC 18683 b HB3207 - 13 - LRB104 08631 JRC 18683 b
493	493	HB3207 - 13 - LRB104 08631 JRC 18683 b
494	494
495	495
496	496
497	497
498	498
499	499	HB3207 - 13 - LRB104 08631 JRC 18683 b