OK
Oklahoma Senate Bill SB468

Oklahoma 2024 Regular Session

Oklahoma Senate Bill SB468 Compare Versions

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4-An Act
5-ENROLLED SENATE
6-BILL NO. 468 By: Howard of the Senate
28+ENGROSSED HOUSE AMENDME NT
29+ TO
30+ENGROSSED SENATE BILL NO . 468 By: Howard of the Senate
731
832 and
933
10- Kannady and Swope of the
11-House
34+ Kannady of the House
1235
1336
1437
1538 An Act relating to estate planning; creating the
39+Uniform Electronic Estate Planning D ocuments Act;
40+providing short title; defining term s; construing
41+provisions; stating scope of act; providing
42+exception; providing for applica bility of principles
43+of law and equity; clarifying that use of electronic
44+record or signature not required; prohibiti ng certain
45+waiver; requiring recogni tion of electronic non-
46+testamentary estate planning document or signature;
47+establishing attribution and effect of elec tronic
48+record and signature; establishing requirements for
49+notarization and acknowledgement; authorizing
50+electronic witnessing and attestation for certain
51+documents; establishing requirements for retention of
52+certain electronic records; providing exception;
53+allowing additional requirements imposed by
54+governmental agency; authorizing creation of
55+certified paper copy of certain electronic documents;
56+providing for admissibility of certa in electronic
57+documents or signatures; providing for uniform ity of
58+application and construction; clarifying relation to
59+certain federal provisions; specifying applicability
60+of provisions to certain electronic documents;
61+providing for severability; and providing for
62+codification.
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68+AUTHOR: Add the following House Coauthor: Swope
69+
70+AMENDMENT NO. 1. Strike the title, enacting clause, and entire bill
71+and insert:
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101+"An Act relating to estate planning; creating the
16102 Oklahoma Uniform Electronic Estate Planning Documents
17103 Act; defining terms; providing when an electronic
18104 will is valid; providing requirements for an
19105 electronic will; providing that the intent of a
20106 testator’s electronic will may be established by
21107 extrinsic evidence; providing for revocation ;
22108 providing that an electronic will may be
23109 simultaneously executed, attested, and made self -
24110 proving by acknowledgment of the t estator and
25111 affidavits of the witnesses ; providing requirements
26112 for acknowledgment and affidavits ; providing sample
27113 acknowledgment and affidavit form; providing for
28114 electronic signature; providing for a certified paper
29115 copy of an electronic will; providing for applying
30116 and construing act; providing when act is applicable;
31117 creating the Uniform Electronic Estate Planning
32118 Documents Act; providing short title; defining terms;
33119 construing provisions; sta ting scope of act;
34120 providing exception; providing for applica bility of
35121 principles of law and e quity; clarifying that use of
36122 electronic record or signature is not required;
37123 prohibiting certain waiver; requiring recogni tion of
38124 electronic non-testamentary estate planning document
39125 or signature; establishing attribution and effect of
40126 electronic record and signature; establishing
41127 requirements for notarization and acknowledgement;
42128 authorizing electronic witnessing and attestation for
43129 certain documents; establishing requirements for
44130 retention of certain electronic records; providing
45131 exception; allowing additional requirements imposed
46132 by governmental agency; authorizing creation of
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49133 certified paper copy of certain electronic documents;
50134 providing for admissibility of c ertain electronic
51135 documents or signatures; providing for uniform ity of
52136 application and construction; clarifying relation to
53137 certain federal provisions; specifying applicability
54138 of provisions to certain electronic documents;
55139 providing for severability; providing for
56140 codification; and providing an effective date.
57141
58142
59143
60-SUBJECT: Estate planning documents
144+
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61146
62147 BE IT ENACTED BY THE PEOPLE OF THE STATE OF OKLAHOMA:
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63173
64174 SECTION 1. NEW LAW A new se ction of law to be codified
65175 in the Oklahoma Statutes as Section 901 of Title 84, unless there is
66176 created a duplication in numbering, reads as follows:
67-
68177 Sections 1 through 10 of this act shall be known and may be
69178 cited as the “Oklahoma Uniform Electronic Est ate Planning Documents
70179 Act”.
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72180 SECTION 2. NEW LAW A new section of law to be codified
73181 in the Oklahoma Statutes as Section 902 of Title 84, unless there is
74182 created a duplication in numb ering, reads as follows:
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76183 As used in the Uniform Electronic Estate Planning Documents Act:
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78184 1. “Communication technology” means an electroni c device or
79185 process that:
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81186 a. allows two or more individuals to c ommunicate with
82187 each other simultaneously by sight and sound , or
83-
84188 b. when necessary and consistent with other applicable
85189 law, facilitates communication with a remotely located
86190 individual who has a vision, hearing, or speech
87191 impairment;
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91192 2. “Electronic” means relating to technology having electrical,
92193 digital, magnetic, wireless, optical, electromagnet ic, or similar
93194 capabilities;
94-
95195 3. “Electronic presence” means the relationship of two or more
96196 individuals in different locations communica ting in real time by
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97223 means of communication technology, to the same extent as if the
98224 individuals were physically present in the same location;
99-
100225 4. “Electronic will” means a will executed electronically in
101226 compliance with subsection A of Section 5 of this act;
102-
103227 5. “Record” means information that is inscribed on a tangible
104228 medium or that is stored in an electronic or other medium an d is
105229 retrievable in perceivable form ;
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107230 6. “Sign” means, with present intent to authentica te or adopt a
108231 record:
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110232 a. to execute or adopt a tangible symbo l, or
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112233 b. to affix to or logically associate with the record an
113234 electronic symbol or process ;
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115235 7. “State” means a state of the United States, the District of
116236 Columbia, Puerto Rico, the United Stat es Virgin Islands, or any
117237 territory or insular possession sub ject to the jurisdiction of the
118238 United States. The term includes property located within the
119239 reservation of a federally recognized Indian tribe ; and
120-
121240 8. “Will” includes a codicil and any testame ntary instrument
122241 that merely appoints an executor, revokes or revis es another will,
123242 nominates a guardian, or expressly excludes or limits the right of
124243 an individual or class to succeed to property of the decedent
125244 passing by intestate succession.
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127271 SECTION 3. NEW LAW A new section of law to be codifie d
128272 in the Oklahoma Statutes as Section 903 of Title 84, unless there is
129273 created a duplication in numb ering, reads as follows:
130-
131274 An electronic will is a will for all purposes of the laws of
132275 this state. The laws of this state applicable to wills and
133-
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135276 principles of equity apply to an electronic will, except as modified
136277 by this act.
137-
138278 SECTION 4. NEW LAW A new section of law to be codified
139279 in the Oklahoma Statutes as Section 904 of Title 84, unless there is
140280 created a duplication in numbering, rea ds as follows:
141-
142281 A will executed electronically but not in compliance with
143282 subsection A of Section 5 of this act is an electronic will under
144283 this act if executed in compliance with the law of the jurisdiction
145284 where the testator is:
146-
147285 1. Physically located wh en the will is signed ; or
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149286 2. Domiciled or resides when the will is signed or when the
150287 testator dies.
151-
152288 SECTION 5. NEW LAW A new section of law to be codified
153289 in the Oklahoma Statutes as Section 905 of Title 84, unless there is
154290 created a duplication in numbering, reads as follows:
155-
156291 A. Subject to subsection D of Section 7 of this act, an
157292 electronic will must be:
158-
159293 1. A record that is readable as text at the time of sig ning
160294 under paragraph 2 of this subsection;
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162321 2. Signed by:
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164322 a. the testator, or
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166323 b. another individual in the testator’s name, in the
167324 testator’s physical presence and by the testator’s
168325 direction in a manner recognized by Oklahoma law; and
169-
170326 3. Signed in the physical or electronic presence of the
171327 testator by at least two i ndividuals, each of whom is a resident of
172328 a state and physically located in a state at the time of signi ng,
173329 within a reasonable time after witnessing:
174-
175330 a. the signing of the will un der paragraph 2 of this
176331 subsection, or
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180332 b. the testator’s acknowledgment of the signing of the
181333 will under paragraph 2 of this subsection or
182334 acknowledgement of the will.
183-
184335 B. Intent of a testator that the record under paragraph 1 of
185336 subsection A of this section be the testator’s electronic will may
186337 be established by extrinsic eviden ce.
187-
188338 SECTION 6. NEW LAW A new section of law to be codified
189339 in the Oklahoma Statut es as Section 906 of Title 84, unless there is
190340 created a duplication in numbering, reads as follows:
191-
192341 A. An electronic will may revoke all or part of a previous
193342 will.
343+B. All or part of an electronic will is revoked by:
194344
195-B. All or part of an electronic will is revoked by:
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197370 1. A subsequent will that revokes a ll or part of the electronic
198371 will expressly or by inconsistency; or
199-
200372 2. A physical act, if it is established by a preponderance of
201373 the evidence that the testator, with the inte nt of revoking all or
202374 part of the will, performed the act or directed another in dividual
203375 who performed the act in the testator’s physical presence.
204-
205376 SECTION 7. NEW LAW A new section of law to be codified
206377 in the Oklahoma Statutes as Section 907 of Title 84, unless there is
207378 created a duplication in numbering, read s as follows:
208-
209379 A. An electronic will may be simultaneously executed, attested,
210380 and made self-proving by acknowledgment of the t estator and
211381 affidavits of the witnesses.
212-
213382 B. The acknowledgment and affidavits under subsection A of this
214383 section must be:
215-
216384 1. Made before an officer authorized to administer oaths under
217385 law of the state in which execu tion occurs or before an officer
218386 authorized under and in th e manner provided by the Oklahoma Remote
219387 Online Notary Act; and
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223388 2. Evidenced by the officer’s certificate u nder official seal
224389 affixed to or logically associated with the electronic will.
225-
226390 C. The acknowledgment and affidavits under subsection A of this
227391 section must be in substantially the following form:
392+I, ___________________________, the testator, and, being sworn,
393+declare to the
394+ (name)
228395
229-I, ___________________________, the testator, and, being sworn,
230- (name)
231-declare to the undersigned officer that I sign this instrument as my
232-electronic will, I willingly sign it or willingly direct another
233-individual to sign it for me, I execute it as my voluntary act for
234-the purposes expressed in this instrument, and I am 18 ye ars of age
235-or older, of sound mind, and under no constraint or undue influence.
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421+undersigned officer that I sign this instrument as my e lectronic
422+will, I willingly sign it or willingly direct another individu al to
423+sign it for me, I execute it as my voluntary act for the purposes
424+expressed in this instr ument, and I am 18 years of age or older, of
425+sound mind, and under no constraint or undue influence.
237426 _______________________ __________________________
238427 Testator City and state where located when signing
239-
240428 We, ___________________________ and ____________ _______________,
241429 (name) (name)
242430 witnesses, being sworn, declare to the un dersigned officer that the
243431 testator signed this instrument as the testa tor’s electronic will,
244432 that the testator willingly signed it or willingly directed another
245433 individual to sign for the testator, and that each of us, in the
246434 physical [or electronic] pres ence of the testator, signs this
247435 instrument as witness to the testator’ s signing, and to the best of
248436 our knowledge the testator is 18 years of age or older, of sound
249437 mind, and under no constraint or undue influence.
250-
251438 ___________________________
252439 Witness signature
253440
254441 ________________________
255442 Name and Residence (printed)
256443
257444 ________________________
258445 City and state where located when signing
259446
260447 ________________________
261448 Witness signature
262449
263450 ________________________
264451 Name and Residence (printed)
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267478
268479 ________________________
269480 City and state where located when signing
270481
271482 Certificate of officer:
272-
273483 State of __________
274-
275484 County of __________
276-
277485 Subscribed, sworn to, and acknowledged before me b y
278486 __________________,
279487 (name)
280-
281488 the testator, and subscribed and sworn to before me by
282489 __________________ and
283490 (name)
284-
285491 __________________, witnesses, this ______ day of ______, ___.
286492 (name)
287-
288493 (Seal)
289-
290494 ___________________________________
291495 (Signed)
292-
293496 ___________________________________
294497 (Capacity of officer)
295-
296498 D. A signature physically or electronically affixed to an
297499 affidavit that is af fixed to or logically associated with an
298500 electronic will under this act is deemed a signature of t he
299501 electronic will under subsection A of Section 5 of this act.
300-
301502 SECTION 8. NEW LAW A new section of law to be codified
302503 in the Oklahoma Statutes a s Section 908 of Title 84, unless there is
303504 created a duplication in numbering, reads as follows:
304-
305505 An individual may create a certified pape r copy of an electronic
306506 will by affirming under penalty of perjury that a paper copy of the
307507 electronic will is a compl ete, true, and accurate copy of the
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308534 electronic will. If the electronic will is made se lf-proving, the
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311535 certified paper copy of the will mus t include the self-proving
312536 affidavits.
313-
314537 SECTION 9. NEW LAW A new section of law to be codified
315538 in the Oklahoma Statutes as Section 909 of Title 84, unless there is
316539 created a duplication in numbering, reads as follows:
317-
318540 A. In applying and construing this uniform act, con sideration
319541 must be given to the need to promote uniformity of the law with
320542 respect to its subject matter among states that enact it.
321-
322543 B. Nothing in this act is intende d to alter Oklahoma law
323544 regarding testamentary instruments executed under other provision s
324545 of Title 84 of the Oklahoma Statutes .
325-
326546 SECTION 10. NEW LAW A new section of law t o be codified
327547 in the Oklahoma Statutes as Section 910 of Title 84, unless there is
328548 created a duplication in numbering, reads as follows:
329-
330549 This act applies to the will of a decedent who dies on or after
331550 the effective date of this act.
332-
333551 SECTION 11. NEW LAW A new s ection of law to be codified
334552 in the Oklahoma Statutes as Section 911 of Title 84, unless there is
335553 created a duplication in numbering, reads as follows:
336-
337554 Sections 11 through 27 of this act shall be known and may be
338555 cited as the “Uniform Electronic Estate Planni ng Documents Act”.
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340582 SECTION 12. NEW LAW A new section of law to be codified
341583 in the Oklahoma Statutes as Section 912 of Title 84, unless there is
342584 created a duplication in numb ering, reads as follows:
343-
344585 As used in the Uniform Electronic Estate Planning Documents Act:
345-
346586 1. “Electronic” means relating to technology having electrical,
347587 digital, magnetic, wirele ss, optical, electromagnet ic, or similar
348588 capabilities;
349-
350589 2. “Electronic record” means a record created, generated, sent,
351590 communicated, received, or stored by electroni c means;
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355591 3. “Electronic signature” means an electronic symbol or process
356592 attached to or logically associated with a record and executed or
357593 adopted by a person with the intent to sign the record ;
358-
359594 4. “Information” includes data, text, images, codes, comput er
360595 programs, software, and databases;
361-
362596 5. “Non-testamentary estate planning document ” means a record
363597 relating to estate planning that is readable as text at the time of
364598 signing and is not a will or contained in a will. Non-testamentary
365599 estate planning document includes:
366-
367600 a. a record readable as text at the time of signing that
368601 creates, exercises, modifies, releases, or revokes:
369-
370602 (1) a trust instrument,
371-
372603 (2) a trust power that under the terms of the trust
373604 requires a signed record,
374-
375605 (3) a memorandum or certification of a trust,
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377632 (4) a durable power of attorney,
378-
379633 (5) an agent’s certification of the validity of a
380634 power of attorney and the agent’s authority,
381-
382635 (6) a power of appointment ,
383-
384636 (7) an advance directive including a health-care
385637 power of attorney, directive to physicians,
386638 natural death statement, living wi ll, and medical
387639 or physician order for life -sustaining treatment,
388-
389640 (8) a record directing dispos ition of an individual’s
390641 body after death,
391-
392642 (9) a nomination of a guardian for the signing
393643 individual,
394-
395644 (10) a nomination of a guardian for a minor child or
396645 disabled adult child,
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400646 (11) a mental health treatme nt declaration, or
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402647 (12) any other record intended to carry out an
403648 individual’s intent regarding property or healt h
404649 care while incapacitated or on death, and
405-
406650 b. Non-testamentary estate planning document does not
407651 include a deed of real property or certificate of
408652 title for a motor vehicle, watercraft, or airc raft;
409-
410653 6. “Person” means an individual, estate, business or nonprofit
411654 entity, government or governmental subdiv ision, agency, or
412655 instrumentality, or other legal entity;
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414682 7. “Power of attorney” means a record that grants authority to
415683 an agent to act in place of the principal, ev en if the term is not
416684 used in the record;
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418685 8. “Record” means information:
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420686 a. inscribed on a tangible medium, or
421-
422687 b. stored in an electronic or other medium and
423688 retrievable in perceivable form;
424-
425689 9. “Security procedure” means a procedure to verify that an
426690 electronic signature, record, or performance is that of a specific
427691 person or to detect a cha nge or error in an electronic record,
428692 including a procedure that uses an algorithm, code, identi fying word
429693 or number, encryption, callback, or other acknowledgment procedure;
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431694 10. “Settlor” means a person, including a testa tor, that
432695 creates or contributes property to a trust;
433-
434696 11. “Sign” means, with present intent to authenticate or adopt
435697 a record:
436-
437698 a. execute or adopt a tangi ble symbol, or
438-
439699 b. attach to or logically associate with the record an
440700 electronic signature ;
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444701 12. “State” means a state of the United S tates, the District of
445702 Columbia, Puerto Rico, the United States Virgin Islands, or other
446703 territory or possession subject t o the jurisdiction of the Unite d
447704 States. The term includes a federally recognized Indian tribe ;
705+13. “Terms of a trust” means:
448706
449-13. “Terms of a trust” means:
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451732 a. except as provided in subparagraph b of this
452733 paragraph, the manifestation of the settlor ’s intent
453734 regarding a trust’s provisions as:
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455735 (1) expressed in the trust instrument, or
456-
457736 (2) established by other evidence that would be
458737 admissible in a judicial proceeding; or
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460738 b. the trust’s provisions as established, determined, or
461739 amended by:
462-
463740 (1) a trustee or other person in accordance with
464741 applicable law,
465-
466742 (2) a court order, or
467-
468743 (3) a nonjudicial settlement agreement ;
469-
470744 14. “Trust instrument” means an instrument executed by the
471745 settlor or other person authorized by law that contains terms of the
472746 trust including any amendments; and
473-
474747 15. “Will” includes a codicil and a testamentary instrument
475748 that appoints an executor, revokes or revises another will,
476749 nominates a guardian, or expressly excludes or limits the right of
477750 an individual or class to succeed to property of the de cedent
478751 passing by intestate succession.
479-
480752 SECTION 13. NEW LAW A new section of law to be codified
481753 in the Oklahoma Statutes as S ection 913 of Title 84, unless there is
482754 created a duplication in numb ering, reads as follows:
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486781 This act shall be construed and applied to facilitate electroni c
487782 estate planning documents and signatures consistent with other law
488783 and be consistent with reasonable practices conce rning electronic
489784 documents and signatures and continued expansion of those practices.
490-
491785 SECTION 14. NEW LAW A new section of law to be c odified
492786 in the Oklahoma Statutes as Section 914 of Title 84, unless there is
493787 created a duplication in numbering, reads as follows:
494-
495788 A. Except as provided in subsection B of this section, this act
496789 shall apply to an electronic non-testamentary estate planning
497790 document and an electronic signature on a non -testamentary estate
498791 planning document.
499-
500792 B. This act shall not apply to a non-testamentary estate
501793 planning document if the document precludes use of an electronic
502794 record or electronic sign ature.
503-
504795 C. This act shall not affect the validity of an electronic
505796 record or electronic signature that is valid under the Uniform
506797 Electronic Transactions Act, Section 15-101 et seq. of Title 12A of
507798 the Oklahoma Statutes or other law of this state authorizing the use
508799 of electronic records or electronic signatures .
509-
510800 SECTION 15. NEW LAW A new section of l aw to be codified
511801 in the Oklahoma Statutes as Section 915 of Title 84, unless there is
512802 created a duplication in num bering, reads as follows:
513-
514803 The law of this state and p rinciples of equity applic able to a
515804 non-testamentary estate planning document shall apply to an
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516831 electronic non-testamentary estate planning document except as
517832 modified by this act.
518-
519833 SECTION 16. NEW LAW A new section of law to be codified
520834 in the Oklahoma Statutes as Section 916 of Title 84, unless there is
521835 created a duplication in numbering, reads as follows:
522-
523836 A. This act shall not require a non-testamentary estate
524837 planning document or signature on a non-testamentary estate planning
525838 document to be created, generated, sent, communicated, rec eived,
526839 stored, or otherwise proce ssed or used by electronic means or in
527840 electronic form.
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531841 B. A person shall not be required to have a non-testamentary
532842 estate planning document in electronic form or signed electronically
533843 even if the person previously created or signed a non-testamentary
534844 estate planning document by electronic means.
535-
536845 C. No person shall waive the provisions of t his section.
537-
538846 SECTION 17. NEW LAW A new section of law to be codified
539847 in the Oklahoma Statutes as Section 917 of Title 84, unless there is
540848 created a duplication in numbering, reads as follows:
541-
542849 A. A non-testamentary estate planning do cument or a signature
543850 on a non-testamentary estate planning document may not be denied
544851 legal effect or enforceabi lity solely because it is in elec tronic
545852 form.
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547879 B. If other laws of this state require a non-testamentary
548880 estate planning document to be in writ ing, an electronic record of
549881 the document shall satisfy such requirement.
550-
551882 C. If other laws of this state require a signature on a non -
552883 testamentary estate planning doc ument, an electronic signature shall
553884 satisfy such requirement.
554-
555885 SECTION 18. NEW LAW A new sec tion of law to be codified
556886 in the Oklahoma Statutes as Section 918 of Title 84, unless there is
557887 created a duplication in numb ering, reads as follows:
558-
559888 A. An electronic non-testamentary estate planning document or
560889 electronic signature on an electronic non -testamentary estate
561890 planning document is attributable to a person if it was the act of
562891 the person. The act of the person may be shown in any manner
563892 including by showing the efficacy of a security procedure applied to
564893 determine the person to which the elect ronic record or electronic
565894 signature was attributable.
566-
567895 B. The effect of attribution to a person under subsection A of
568896 this section of a document or signature is determined from the
569897 context and surrounding circumstances at the tim e of its creation,
570898 execution, or adoption and as provided by law.
571-
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574899 SECTION 19. NEW LAW A new section of law to be codified
575900 in the Oklahoma Statut es as Section 919 of Title 84, unless there is
576901 created a duplication in numbering, reads as follows:
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578928 If the laws of this state require a signature or record to be
579929 notarized, acknowledged, verified, or made under oath, the
580930 requirement shall be satisfied with respect to an electronic non-
581931 testamentary estate planning document if an individual aut horized to
582932 perform the notarization, acknowledgment, verification, or oath
583933 attaches or logically associates the individual ’s electronic
584934 signature on the document toget her with all other information
585935 required to be included under law.
586-
587936 SECTION 20. NEW LAW A new section of law to be codified
588937 in the Oklahoma Statutes as Section 920 of Title 84, unless there is
589938 created a duplication in numb ering, reads as follows:
590-
591939 A. If the laws of this state base the validity of a non -
592940 testamentary estate planning document on whether it is signed,
593941 witnessed, or attested by another individual, the signature,
594942 witnessing, or attestation of that individual may be electronic.
595-
596943 B. For the purposes of this subsection, “electronic presence”
597944 means that two or more i ndividuals in different locations are able
598945 to communicate in real time to the same extent as if the individuals
599946 were physically present in the same l ocation. If the laws of this
600947 state base the validity of a non -testamentary estate planning
601948 document on whether it is signed, wi tnessed, or attested by another
602949 individual in the presence of the individual signing the document,
603950 the presence requirement shall be satisfied if the individuals are
604951 in each other’s electronic presence.
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606978 SECTION 21. NEW LAW A new section o f law to be codified
607979 in the Oklahoma Statutes as Section 921 of Title 84, unless there is
608980 created a duplication in numb ering, reads as follow s:
609-
610981 A. Except as provided in subsection B of this section, if the
611982 laws of this state require an electronic non-testamentary estate
612983 planning document to be r etained, transmitted, copied, or filed, the
613984 requirement is satisfied by retaining, transmitting, cop ying, or
614985 filing an electronic recor d that:
615-
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618986 1. Accurately reflects the information in the document after it
619987 was first generated in final form as an electronic record or under
620988 Section 22 of this act; and
621-
622989 2. Remains accessible to the extent required by the other law.
623-
624990 B. A requirement under subsection A of this section to retain a
625991 record does not apply to information th e sole purpose of which is to
626992 enable the record to be sent, communicated, or received.
627-
628993 C. A person may satisfy the requirements of subsection A of
629994 this section by using the services of another person.
630-
631995 D. If the laws of this state require a non-testamentary estate
632996 planning document to be presented or retained in its original form
633997 or provides consequences if a non -testamentary estate planning
634998 document is not presented or retained in its original form, an
635999 electronic record retained in accordance with subsect ion A of this
6361000 section satisfies such requirement.
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6381027 E. The provisions of this section do not preclude a
6391028 governmental agency from specifying re quirements for the retention
6401029 of a record subject to the agency ’s jurisdiction in addition to the
6411030 requirements provided in this section. For the purposes of this
6421031 section, “governmental agency” means an executive, legislative, or
6431032 judicial agency, department , board, commission, authority,
6441033 institution, or instrumentality of the federal government or of a
6451034 state or of a county, municipality, or other politic al subdivision
6461035 of a state.
647-
6481036 SECTION 22. NEW LAW A new section of law to be codified
6491037 in the Oklahoma Statutes as Section 922 of Title 84, unless there is
6501038 created a duplicatio n in numbering, reads as follows:
651-
6521039 An individual may create a certified paper copy of an electronic
6531040 non-testamentary estate planning document by affirming under penalty
6541041 of perjury that the paper copy is a complete and accurate copy of
6551042 the document.
656-
6571043 SECTION 23. NEW LAW A new section of law to be codified
6581044 in the Oklahoma Statutes as Section 923 of Title 84, unless there is
6591045 created a duplication in numbering, reads as follows:
660-
661-ENR. S. B. NO. 468 Page 16
662-
6631046 Evidence relating to an electronic non -testamentary estate
6641047 planning document or an elect ronic signature on the document may not
6651048 be excluded in a proceeding solely because such evidence is in
6661049 electronic form.
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6681076 SECTION 24. NEW LAW A new section of law to be codified
6691077 in the Oklahoma Statutes as Sec tion 924 of Title 84, unless there is
6701078 created a duplication in numb ering, reads as follows:
671-
6721079 In applying and construing this uniform act, a court shall
6731080 consider the promotion of uniformity of the law among jurisdictions
6741081 that enact it.
675-
6761082 SECTION 25. NEW LAW A new section of law to be codified
6771083 in the Oklahoma Statutes as Section 925 of Title 84, unless there is
6781084 created a duplication in numb ering, reads as follows:
679-
6801085 This act modifies, limits, or supersedes the Electronic
6811086 Signatures in Global and National Commerce Act , 15 U.S.C. Section
6821087 7001 et seq., as amended, but does not modify, limit, or supersede
6831088 15 U.S.C. Section 7001(c), or au thorize electronic del ivery of any
6841089 of the notices described in 15 U.S.C. Section 7003(b).
685-
6861090 SECTION 26. NEW LAW A ne w section of law to be codified
6871091 in the Oklahoma Statutes as Section 926 of Title 84, unless there is
6881092 created a duplication in numb ering, reads as follows:
689-
6901093 This act shall apply to an electronic non -testamentary estate
6911094 planning document created, signed, gene rated, sent, communicated,
6921095 received, or stored prior to, on, or after the effective date of
6931096 this act.
694-
6951097 SECTION 27. NEW LAW A new section of law to be codified
6961098 in the Oklahoma Statutes as Section 9 27 of Title 84, unless there is
6971099 created a duplication in n umbering, reads as follows:
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6991126 If a provision of this act or its application to a person or
7001127 circumstance is held invalid, th e invalidity does not affect another
7011128 provision or application that can be given effect wi thout the
7021129 invalid provision.
1130+SECTION 28. This act shall become effective November 1, 2024."
1131+Passed the House of Representatives the 16th day of April, 2024.
7031132
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706-SECTION 28. This act shall become effective November 1, 2024.
7071134
708-Passed the Senate the 21st day of May, 2024.
1135+
1136+
1137+Presiding Officer of the House of
1138+ Representatives
1139+
1140+
1141+Passed the Senate the ____ day of _______ ___, 2024.
1142+
1143+
7091144
7101145
7111146
7121147 Presiding Officer of the Senate
7131148
7141149
715-Passed the House of Representatives the 16th day of April, 2024.
1150+ENGR. S. B. NO. 468 Page 1 1
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1175+ENGROSSED SENATE
1176+BILL NO. 468 By: Howard of the Senate
1177+
1178+ and
1179+
1180+ Kannady of the House
1181+
1182+
1183+
1184+
1185+An Act relating to estate planning; creating the
1186+Uniform Electronic Estate Planning D ocuments Act;
1187+providing short title; defining terms; const ruing
1188+provisions; stating scope of act; providing
1189+exception; providing for applica bility of principles
1190+of law and equity; clarifying that use of electronic
1191+record or signature not required; prohibiti ng certain
1192+waiver; requiring recogni tion of electronic non-
1193+testamentary estate planning document or signature;
1194+establishing attribution and effect of elec tronic
1195+record and signature; establishing requirements for
1196+notarization and acknowledgement; authorizing
1197+electronic witnessing and attestation for certain
1198+documents; establishing requirements for retention of
1199+certain electronic records; providing exception;
1200+allowing additional req uirements imposed by
1201+governmental agency; authorizing creation of
1202+certified paper copy of certain electronic documents;
1203+providing for admissibility of certa in electronic
1204+documents or signatures; providing for uniform ity of
1205+application and construction; clarifying relation to
1206+certain federal provisions; specifying applicability
1207+of provisions to certain electronic documents;
1208+providing for severability; and providing for
1209+codification.
1210+
1211+
1212+
1213+
1214+
1215+BE IT ENACTED BY THE PEOPLE OF THE STATE OF OKLAHOMA:
1216+SECTION 29. NEW LAW A new s ection of law to be codified
1217+in the Oklahoma Statutes as Section 901 of Title 84, unless there is
1218+created a duplication in numbering, reads as follows:
1219+
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1245+This act shall be known and may be cited as the “Uniform
1246+Electronic Estate Planning Documents Act”.
1247+SECTION 30. NEW LAW A new section of law to be codified
1248+in the Oklahoma Statutes as Section 902 of Title 84, unless there is
1249+created a duplication in numb ering, reads as follows:
1250+As used in the Uniform Electronic Estate Planning Documents Act:
1251+1. “Electronic” means relating to technology having electrical,
1252+digital, magnetic, wireless, optical, electromagnet ic, or similar
1253+capabilities;
1254+2. “Electronic record” means a record created, generated, sent,
1255+communicated, received, or stored by electroni c means;
1256+3. “Electronic signature” means an electronic symbol or process
1257+attached to or logic ally associated with a record and executed or
1258+adopted by a person with the intent to sign the record ;
1259+4. “Information” includes data, text, images, codes, comput er
1260+programs, software, and databases;
1261+5. “Non-testamentary estate planning document ” means a record
1262+relating to estate planning that is readable as text at the time of
1263+signing and is not a will or contained in a wil l. Non-testamentary
1264+estate planning document includes:
1265+a. a record readable as text at the time of signing that
1266+creates, exercises, modifies, releases, or revokes:
1267+(1) a trust instrument,
1268+
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1294+(2) a trust power that under the terms of the trust
1295+requires a signed record,
1296+(3) a memorandum or certification of a trust,
1297+(4) a durable power of attorney,
1298+(5) an agent’s certification of the validity of a
1299+power of attorney and the agent’s authority,
1300+(6) a power of appointment ,
1301+(7) an advance directive including a health-care
1302+power of attorney, directive to physicians,
1303+natural death statement, living wi ll, and medical
1304+or physician order for life -sustaining treatment,
1305+(8) a record directing dispos ition of an individual’s
1306+body after death,
1307+(9) a nomination of a guardian for the signing
1308+individual,
1309+(10) a nomination of a guardi an for a minor child or
1310+disabled adult child,
1311+(11) a mental health treatme nt declaration, or
1312+(12) any other record intended to carry out an
1313+individual’s intent regarding property or healt h
1314+care while incapacitated or on death, and
1315+b. Non-testamentary estate planning document does not
1316+include a deed of real property or certificate of
1317+title for a motor vehicle, watercraft, or airc raft;
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1344+6. “Person” means an individual, estate, business or nonprofit
1345+entity, government or governmental subdiv ision, agency, or
1346+instrumentality, or other legal entity;
1347+7. “Power of attorney” means a record that grants authority to
1348+an agent to act in place of the principal, ev en if the term is not
1349+used in the record;
1350+8. “Record” means information:
1351+a. inscribed on a tangible medium, or
1352+b. stored in an electronic or other medium and
1353+retrievable in perceivable form ;
1354+9. “Security procedure” means a procedure to verify that an
1355+electronic signature, record, or performance is that of a specific
1356+person or to detect a cha nge or error in an e lectronic record,
1357+including a procedure that uses an algorithm, code, identifying word
1358+or number, encryption, callback, or other acknowledgment procedure;
1359+10. “Settlor” means a person, including a test ator, that
1360+creates or contributes property to a trust;
1361+11. “Sign” means, with present intent to authenticate or adopt
1362+a record:
1363+a. execute or adopt a tangi ble symbol, or
1364+b. attach to or logically associate with the record an
1365+electronic signature ;
1366+12. “State” means a state of the United S tates, the District of
1367+Columbia, Puerto Rico, the United States Virgin Islands, or other
1368+
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1394+territory or possession subject t o the jurisdiction of the Unite d
1395+States. The term includes a federally recognized Indian tribe ;
1396+13. “Terms of a trust” means:
1397+a. except as provided in subparagraph b of this
1398+paragraph, the manifestation of the settlor ’s intent
1399+regarding a trust’s provisions as:
1400+(1) expressed in the trust instrument, or
1401+(2) established by other evidence that would be
1402+admissible in a judicial proceeding; or
1403+b. the trust’s provisions as established, determined, or
1404+amended by:
1405+(1) a trustee or other person in accordance with
1406+applicable law,
1407+(2) a court order, or
1408+(3) a nonjudicial settlement agreement ;
1409+14. “Trust instrument” means an instrument executed by the
1410+settlor or other person authorized by law that contains terms of the
1411+trust including any amendments ; and
1412+15. “Will” includes a codicil and a testamentary instrument
1413+that appoints an executor, revokes or revises anothe r will,
1414+nominates a guardian, or expressly excludes or limits the right of
1415+an individual or class to succeed to property of the decedent
1416+passing by intestate succession.
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1443+SECTION 31. NEW LAW A new section of law to be codified
1444+in the Oklahoma Statutes as S ection 903 of Title 84, unless there is
1445+created a duplication in numb ering, reads as follows:
1446+This act shall be construed and applied to facilitate electroni c
1447+estate planning documents and signatures consistent with other law
1448+and be consistent with reasonable practices concernin g electronic
1449+documents and signatures and continued expansion of those practices.
1450+SECTION 32. NEW LAW A new section of law to be c odified
1451+in the Oklahoma Statutes as Section 904 of Title 84, unless there is
1452+created a duplication in numb ering, reads as follows:
1453+A. Except as provided in subsection B of this section, this act
1454+shall apply to an electronic non-testamentary estate planning
1455+document and an electronic signature on a non -testamentary estate
1456+planning document.
1457+B. This act shall not apply to a non-testamentary estate
1458+planning document if the document precludes use of an electronic
1459+record or electronic sign ature.
1460+C. This act shall not affect the validity of an electronic
1461+record or electronic signature that is valid under the Uniform
1462+Electronic Transactions Act, Section 15-101 et seq. of Title 12A of
1463+the Oklahoma Statutes or other law of this state authorizing the use
1464+of electronic records or electronic signatures .
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1491+SECTION 33. NEW LAW A new section of law to be codi fied
1492+in the Oklahoma Statutes as Section 905 of Title 84, unless there is
1493+created a duplication in num bering, reads as follows:
1494+The law of this state and p rinciples of equity applic able to a
1495+non-testamentary estate planning document shall apply to an
1496+electronic non-testamentary estate planning document except as
1497+modified by this act.
1498+SECTION 34. NEW LAW A new section of law to be codified
1499+in the Oklahoma Statutes as Section 906 of Title 84, unless there is
1500+created a duplication in num bering, reads as follows:
1501+A. This act shall not require a non-testamentary estate
1502+planning document or signature on a non-testamentary estate planning
1503+document to be created, generated, sent, communica ted, received,
1504+stored, or otherwise processed or used by electronic means or in
1505+electronic form.
1506+B. A person shall not be required to have a non -testamentary
1507+estate planning document in electronic form or signed electronically
1508+even if the person previousl y created or signed a non-testamentary
1509+estate planning document by electronic means.
1510+C. No person shall waive the provisions of this section.
1511+SECTION 35. NEW LAW A new section of law to be codified
1512+in the Oklahoma Statutes as Sectio n 907 of Title 84, unless there is
1513+created a duplication in numbering, reads as follows:
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1540+A. A non-testamentary estate planning document or a signature
1541+on a non-testamentary estate planning document may not be denied
1542+legal effect or enforceabi lity solely because it is in elec tronic
1543+form.
1544+B. If other laws of this state require a non-testamentary
1545+estate planning document to be in writing, an electronic record of
1546+the document shall satisfy such requirement.
1547+C. If other laws of this state require a signature on a non-
1548+testamentary estate planning document, an ele ctronic signature shall
1549+satisfy such requirement.
1550+SECTION 36. NEW LAW A new sec tion of law to be codified
1551+in the Oklahoma Statutes as Section 908 of Title 84, unless there is
1552+created a duplication in numb ering, reads as follows:
1553+A. An electronic non-testamentary estate planning document or
1554+electronic signature on an electronic non -testamentary estate
1555+planning document is attributable to a person if it was the act of
1556+the person. The act of the person may be shown in any manner
1557+including by showing the efficacy of a security procedure applied to
1558+determine the person to which the elect ronic record or electronic
1559+signature was attributable.
1560+B. The effect of attribution to a person und er subsection A of
1561+this section of a document or signa ture is determined from the
1562+context and surrounding circumstances at the time of its creation,
1563+execution, or adoption and as provided by law.
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1590+SECTION 37. NEW LAW A new section of law to be codified
1591+in the Oklahoma Statutes as Section 909 of Title 84, unless there is
1592+created a duplication in numbering, reads as follows:
1593+If the laws of this state require a signature or record to be
1594+notarized, acknowledged, verified, or made under oat h, the
1595+requirement shall be satisfied with respect to an electronic non-
1596+testamentary estate planning document if an individual authorized t o
1597+perform the notarization, acknowledgment, verification, or oath
1598+attaches or logically associates the individual ’s electronic
1599+signature on the document together with all other information
1600+required to be included under law.
1601+SECTION 38. NEW LAW A new section of law to be codified
1602+in the Oklahoma Statutes as Section 910 of Title 84, unless there is
1603+created a duplication in numb ering, reads as follows:
1604+A. If the laws of this state base the validity of a non -
1605+testamentary estate planning document on whether it is signed,
1606+witnessed, or attested by another individual, the signature,
1607+witnessing, or attesta tion of that individual may be electronic.
1608+B. For the purposes of this subsection, “electronic presence”
1609+means that two or more individuals in different locations are able
1610+to communicate in real time to the same extent as if the individuals
1611+were physically present in the same l ocation. If the laws of this
1612+state base the validity of a non -testamentary estate planning
1613+document on whether it is signed, wi tnessed, or attested by another
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1640+individual in the presence of the individual signing the document,
1641+the presence requirement shall be satisfied if the individua ls are
1642+in each other’s electronic presence.
1643+SECTION 39. NEW LAW A new section o f law to be codified
1644+in the Oklahoma Statutes as Section 911 of Title 84, unless there is
1645+created a duplication in numbering, reads as follows:
1646+A. Except as provided in subsection B of this section, if the
1647+laws of this state require an electronic non-testamentary estate
1648+planning document to be r etained, transmitted, copied, or filed, the
1649+requirement is satisfied by retaining, transmitting, copying, or
1650+filing an electronic recor d that:
1651+1. Accurately reflects the information in the document after it
1652+was first generated in final form as an electronic record or under
1653+Section 12 of this act; and
1654+2. Remains accessible to the extent required by the other law.
1655+B. A requirement under subsection A of this section to retain a
1656+record does not apply to information th e sole purpose of which is to
1657+enable the record to be sent, communicated, or received.
1658+C. A person may satisfy the requirements of subsection A of
1659+this section by using the services of another person.
1660+D. If the laws of this state require a non-testamentary estate
1661+planning document to be presented or retained in its original form
1662+or provides consequence s if a non-testamentary estate planning
1663+document is not presented or retained in its original form, an
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1690+electronic record retained in accordance with subsect ion A of this
1691+section satisfies such requirement.
1692+E. The provisions of this section do not preclude a
1693+governmental agency from specifying requirements fo r the retention
1694+of a record subject to the agency ’s jurisdiction in addition to t he
1695+requirements provided in this section. For the purposes of this
1696+section, “governmental agency” means an executive, le gislative, or
1697+judicial agency, department, board, comm ission, authority,
1698+institution, or instrumentality of the federal government or of a
1699+state or of a county, municipality, or other politic al subdivision
1700+of a state.
1701+SECTION 40. NEW LAW A new section of law to be codified
1702+in the Oklahoma Statutes as Section 912 of Title 84, unless there is
1703+created a duplication in numb ering, reads as follows:
1704+An individual may create a certified paper copy of an electronic
1705+non-testamentary estate pla nning document by affirming under penalty
1706+of perjury that the paper copy is a complete and accurate copy of
1707+the document.
1708+SECTION 41. NEW LAW A new section of law to be codified
1709+in the Oklahoma Statutes as Section 913 of Title 84, unless there is
1710+created a duplication in numbering, reads as follows:
1711+Evidence relating to an electronic non -testamentary estate
1712+planning document or an elect ronic signature on the document may not
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1739+be excluded in a proceeding solely because such evidence is in
1740+electronic form.
1741+SECTION 42. NEW LAW A new section of law to be codified
1742+in the Oklahoma Statutes as Section 914 of Title 84, unless there is
1743+created a duplication in numb ering, reads as follows:
1744+In applying and construing this un iform act, a court shall
1745+consider the promotion of uni formity of the law among jurisdictions
1746+that enact it.
1747+SECTION 43. NEW LAW A new section of law to be codified
1748+in the Oklahoma Statutes as Section 915 of Title 84, unless there is
1749+created a duplication in numb ering, reads as follows:
1750+This act modifies, limits, or supersedes the Electronic
1751+Signatures in Global and National Commerce Act , 15 U.S.C. Section
1752+7001 et seq., as amended, but does not modify, limit, or supersede
1753+15 U.S.C. Section 7001(c), or authorize electronic delivery of any
1754+of the notices described in 15 U.S.C. Section 7003(b).
1755+SECTION 44. NEW LAW A ne w section of law to be codified
1756+in the Oklahoma Statutes as Section 916 of Title 84, unless there is
1757+created a duplication in numb ering, reads as follows:
1758+This act shall apply to an electronic non -testamentary estate
1759+planning document created, signed, gene rated, sent, communicated,
1760+received, or stored prior to, on, or after the effective date of
1761+this act.
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1788+SECTION 45. NEW LAW A new sec tion of law to be codified
1789+in the Oklahoma Statutes as Section 917 of Title 84, unless there is
1790+created a duplication in n umbering, reads as follows:
1791+If a provision of this act or its application to a p erson or
1792+circumstance is held invalid, the invalidity does not affect another
1793+provision or application that can be given effect without the
1794+invalid provision.
1795+Passed the Senate the 26th day of February, 2024.
1796+
1797+
1798+
1799+ Presiding Officer of the Senate
1800+
1801+
1802+Passed the House of Representatives the ____ day of __________,
1803+2024.
7161804
7171805
7181806
7191807 Presiding Officer of the House
7201808 of Representatives
7211809
722-OFFICE OF THE GOVERNOR
723-Received by the Office of the Governor this _______ _____________
724-day of _________________ __, 20_______, at _______ o'clock _______ M.
725-By: _________________________________
726-Approved by the Governor of the State of Oklahoma this _______ __
727-day of _________________ __, 20_______, at _______ o'clock _______ M.
7281810
729- _________________________________
730- Governor of the State of Oklahoma
731-
732-
733-OFFICE OF THE SECRETARY OF STATE
734-Received by the Office of the Secretary of State this _______ ___
735-day of _________________ _, 20 _______, at _______ o'clo ck _______ M.
736-By: _________________________________