Montana 2023 Regular Session

Montana Senate Bill SB429

Introduced
2/20/23  
Refer
2/21/23  
Engrossed
3/3/23  
Refer
3/15/23  

Caption

Revise inventory law for certain estates

Impact

The proposed changes in SB 429 would directly affect the handling of estates with a single heir. By eliminating the requirement for an inventory in situations where there are no creditors, the bill simplifies the probate process for many families. This amendment stands to benefit individuals managing straightforward heirs' estates, potentially leading to faster resolutions and less legal involvement.

Summary

Senate Bill 429, known as the Personal Representative Law Revision Act, aims to amend Montana's inventory requirements for estates. The bill proposes that when an estate has only one heir and no creditors, the personal representative is not obligated to prepare an inventory of the estate's assets. This change seeks to ease the administrative burden on individuals responsible for managing simple estates, making the process more efficient and less cumbersome.

Sentiment

The sentiment around SB 429 appears to be largely positive among legislators, with the bill passing through the 2nd reading with unanimous support (50-0). Supporters argue that this is a practical measure that reflects the realities of managing small estates, while critics may worry about the potential for diminished clarity in the management of estate assets without an inventory requirement.

Contention

Despite its support, SB 429 may face concerns regarding transparency. Some stakeholders might argue that eliminating the inventory requirement could lead to disputes among family members or stakeholders about the assets within an estate. The change raises questions about how heirs will be informed about estate values and their respective shares without an official inventory process.

Companion Bills

No companion bills found.

Previously Filed As

MT HB452

Generally revise uniform trust and probate codes

MT HB2502

Relating to the adoption of a nonsubstantive revision of provisions of the Texas Probate Code relating to decedents' estates and the redesignation of certain other provisions of the Texas Probate Code, including conforming amendments and repeals.

MT SB2071

Relating to the adoption of a nonsubstantive revision of provisions of the Texas Probate Code relating to decedents' estates and the redesignation of certain other provisions of the Texas Probate Code, including conforming amendments and repeals.

MT SB1198

Relating to decedents' estates.

MT HB2046

Relating to decedents' estates.

MT SB559

Relating to inventories, appraisements, and lists of claims of a decedent's estate under independent administration.

MT HB2912

Relating to decedents' estates.

MT SB455

Generally revise laws pertaining to realty regulation

MT SB911

Relating to decedents' estates.

MT H3472

Small Estates

Similar Bills

TX HB3869

Relating to the appraisal for ad valorem tax purposes of tangible personal property held for sale at retail.

TX SB411

Relating to the appraisal for ad valorem tax purposes of tangible personal property held for sale at retail.

TX HB2589

Relating to the appraisal for ad valorem tax purposes of tangible personal property held for sale at retail.

WV HB4045

Modifying valuation of vehicle inventory

CA SB511

Greenhouse gas emissions inventories.

TX SB1143

Relating to the appraisal for ad valorem tax purposes of tangible personal property held for sale at retail and a franchise tax credit based on the ad valorem taxes paid on such property.

TX HB3868

Relating to the appraisal for ad valorem tax purposes of tangible personal property held for sale at retail and a franchise tax credit based on the ad valorem taxes paid on such property.

CA AB2228

Collateral recovery: notice.