1 | 1 | | By: S. Davis of Harris (Senate Sponsor - Taylor) H.B. No. 2380 |
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2 | 2 | | (In the Senate - Received from the House May 6, 2013; |
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3 | 3 | | May 7, 2013, read first time and referred to Committee on State |
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4 | 4 | | Affairs; May 15, 2013, reported favorably by the following vote: |
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5 | 5 | | Yeas 8, Nays 0; May 15, 2013, sent to printer.) |
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6 | 6 | | |
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7 | 7 | | |
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8 | 8 | | A BILL TO BE ENTITLED |
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9 | 9 | | AN ACT |
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10 | 10 | | relating to a provision in a will or trust that would cause a |
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11 | 11 | | forfeiture of or void an interest for bringing any court action, |
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12 | 12 | | including contesting the will or trust. |
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13 | 13 | | BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS: |
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14 | 14 | | ARTICLE 1. CHANGES TO TEXAS PROBATE CODE |
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15 | 15 | | SECTION 1.01. Section 64, Texas Probate Code, is amended to |
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16 | 16 | | read as follows: |
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17 | 17 | | Sec. 64. FORFEITURE CLAUSE. A provision in a will that |
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18 | 18 | | would cause a forfeiture of or void a devise or provision in favor |
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19 | 19 | | of a person for bringing any court action, including contesting a |
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20 | 20 | | will, is enforceable unless in a court action determining whether |
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21 | 21 | | the forfeiture clause should be enforced, the person who brought |
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22 | 22 | | the action contrary to the forfeiture clause establishes by a |
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23 | 23 | | preponderance of the evidence that [unenforceable if]: |
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24 | 24 | | (1) just cause existed for bringing the action; and |
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25 | 25 | | (2) the action was brought and maintained in good |
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26 | 26 | | faith. |
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27 | 27 | | ARTICLE 2. CHANGES TO ESTATES CODE |
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28 | 28 | | SECTION 2.01. Section 254.005, Estates Code, as effective |
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29 | 29 | | January 1, 2014, is amended to read as follows: |
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30 | 30 | | Sec. 254.005. FORFEITURE CLAUSE. A provision in a will |
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31 | 31 | | that would cause a forfeiture of or void a devise or provision in |
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32 | 32 | | favor of a person for bringing any court action, including |
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33 | 33 | | contesting a will, is enforceable unless in a court action |
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34 | 34 | | determining whether the forfeiture clause should be enforced, the |
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35 | 35 | | person who brought the action contrary to the forfeiture clause |
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36 | 36 | | establishes by a preponderance of the evidence that [unenforceable |
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37 | 37 | | if]: |
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38 | 38 | | (1) just cause existed for bringing the action; and |
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39 | 39 | | (2) the action was brought and maintained in good |
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40 | 40 | | faith. |
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41 | 41 | | SECTION 2.02. Section 64, Texas Probate Code, as amended by |
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42 | 42 | | Article 1 of this Act, is repealed. |
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43 | 43 | | SECTION 2.03. This article takes effect January 1, 2014. |
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44 | 44 | | ARTICLE 3. CHANGES TO PROPERTY CODE |
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45 | 45 | | SECTION 3.01. Section 112.038, Property Code, is amended to |
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46 | 46 | | read as follows: |
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47 | 47 | | Sec. 112.038. FORFEITURE CLAUSE. A provision in a trust |
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48 | 48 | | that would cause a forfeiture of or void an interest for bringing |
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49 | 49 | | any court action, including contesting a trust, is enforceable |
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50 | 50 | | unless in a court action determining whether the forfeiture clause |
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51 | 51 | | should be enforced, the person who brought the action contrary to |
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52 | 52 | | the forfeiture clause establishes by a preponderance of the |
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53 | 53 | | evidence that [unenforceable if]: |
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54 | 54 | | (1) just cause existed for bringing the action; and |
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55 | 55 | | (2) the action was brought and maintained in good |
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56 | 56 | | faith. |
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57 | 57 | | SECTION 3.02. Section 112.038, Property Code, as amended by |
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58 | 58 | | this Act, applies to a court action commenced on or after the |
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59 | 59 | | effective date of this Act. An action commenced before the |
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60 | 60 | | effective date of this Act is governed by the law applicable to the |
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61 | 61 | | action immediately before the effective date of this Act, and that |
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62 | 62 | | law is continued in effect for that purpose. |
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63 | 63 | | ARTICLE 4. EFFECTIVE DATE |
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64 | 64 | | SECTION 4.01. Except as otherwise provided by this Act, |
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65 | 65 | | this Act takes effect September 1, 2013. |
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66 | 66 | | * * * * * |
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