Legislation: batch B — IL IN KS KY LA MA MD ME MI MN

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

legislation/us/states/in/2025/hb-1081.md

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+---
+type: "Bill"
+title: "Distributions to charitable beneficiaries."
+description: "Provides that an applicant for a certificate of death has a direct interest in a certificate of death if the applicant is a beneficiary of the deceased's individual retirement account, retirement account, brokerage transfer on death account, annuity, or life insurance policy. Provides that if a charitable organization is designated as the beneficiary of an individual retirement account, retirement account, brokerage transfer on death account, annuity, or life insurance policy, a financial institution or insurance company in control of the funds must transfer the funds directly to the charitable organization without requiring certain conditions to be satisfied, if the: (1) charitable organization submits a certain affidavit."
+jurisdiction: "us/states/in"
+legislature: "Indiana General Assembly"
+session: "2025"
+identifier: "HB 1081"
+citation: "Indiana HB 1081 (2025)"
+classification: ["bill"]
+subjects: ["AGENCIES; Department of Financial Institutions (DFI)", "AGENCIES; Department of Health (IDOH)", "AGENCIES; Department of Insurance (IDOI)", "CITIES AND TOWNS; Generally", "CIVIL LAW AND PROCEDURE; Liabilities", "Damages", "and Penalties", "COURTS; Municipal Courts", "DEATH AND DECEASED; Generally", "INSURANCE; Life Insurance"]
+status: "enacted"
+primary_sponsors: ["Ethan Manning", "Scott Baldwin"]
+version_count: 4
+action_count: 34
+vote_count: 4
+first_action: "2025-01-08"
+last_action: "2025-05-06"
+source: "openstates"
+source_identifier: "ocd-bill/7e159fa4-7b04-40d1-b28e-ed885c15706e"
+source_url: "https://api.iga.in.gov/2025/bills/hb1081"
+source_hash: "e992ddccc93c16a99bd3a79934439780c8e1f499c6fa2e3107e59315d016673d"
+vintage: "2026-07-01"
+source_snapshot: "https://data.openstates.org/daily/2026-07-01/public.pgdump"
+retrieved_at: "2026-07-06"
+confidence: "reported"
+tags: ["legislation", "bill", "us-in"]
+---
+
+# Indiana HB 1081 (2025) — Distributions to charitable beneficiaries.
+
+Provides that an applicant for a certificate of death has a direct interest in a certificate of death if the applicant is a beneficiary of the deceased's individual retirement account, retirement account, brokerage transfer on death account, annuity, or life insurance policy. Provides that if a charitable organization is designated as the beneficiary of an individual retirement account, retirement account, brokerage transfer on death account, annuity, or life insurance policy, a financial institution or insurance company in control of the funds must transfer the funds directly to the charitable organization without requiring certain conditions to be satisfied, if the: (1) charitable organization submits a certain affidavit.
+
+## Version chain
+
+The bill's text revisions, in order — the diff chain from filing to enrollment.
+
+1. **Engrossed House Bill (H)** (committee substitute) — [source](https://iga.in.gov/pdf-documents/124/2025/house/bills/HB1081/HB1081.04.ENGS.pdf)
+2. **Enrolled House Bill (H)** (committee substitute) — [source](https://iga.in.gov/pdf-documents/124/2025/house/bills/HB1081/HB1081.05.ENRS.pdf)
+3. **House Bill (S)** (committee substitute) — [source](https://iga.in.gov/pdf-documents/124/2025/house/bills/HB1081/HB1081.03.COMS.pdf)
+4. **Introduced House Bill (H)** (committee substitute) — [source](https://iga.in.gov/pdf-documents/124/2025/house/bills/HB1081/HB1081.01.INTR.pdf)
+
+## Votes
+
+- HB 1081 - Manning — **91–0** (pass) · lower
+- HB 1081 - Baldwin — **47–0** (pass) · upper
+- HB 1081 - Baldwin - 3rd Reading — **49–0** (pass) · upper
+- HB 1081 - Manning - 3rd Reading — **91–0** (pass) · lower
+
+## Sponsors
+
+- Ethan Manning — primary (person)
+- Scott Baldwin — primary (person)
+- Jake Teshka — coauthor (person)
+- Kyle Pierce — coauthor (person)
+- Lonnie Randolph — cosponsor (person)
+- Mike Andrade — coauthor (person)
+
+## Timeline
+
+The legislative action history — every referral, reading, and vote.
+
+- **2025-01-08** First reading: referred to Committee on Financial Institutions `reading-1, referral-committee`
+- **2025-01-08** Authored by Representative Manning
+- **2025-01-21** Committee report: amend do pass, adopted `committee-passage`
+- **2025-01-27** Second reading: ordered engrossed `reading-2`
+- **2025-01-28** Senate sponsor: Senator Baldwin
+- **2025-01-28** Representatives Teshka, Pierce K, Andrade added as coauthors
+- **2025-01-28** Third reading: passed; Roll Call 23: yeas 91, nays 0 `passage, reading-3, reading-3`
+- **2025-01-29** Referred to the Senate `referral`
+- **2025-02-18** First reading: referred to Committee on Insurance and Financial Institutions `reading-1, referral-committee`
+- **2025-03-13** Committee report: amend do pass, adopted `committee-passage`
+- **2025-03-13** Senator Randolph added as cosponsor
+- **2025-03-17** Second reading: ordered engrossed `reading-2`
+- **2025-03-18** Placed back on second reading
+- **2025-03-31** Amendment #2 (Bassler) prevailed; voice vote `amendment-passage`
+- **2025-03-31** Amendment #1 (Bassler) prevailed; voice vote `amendment-passage`
+- **2025-03-31** Amendment #3 (Gaskill) prevailed; voice vote `amendment-passage`
+- **2025-03-31** Reread second time: amended, ordered engrossed `reading-2`
+- **2025-04-02** Motion to dissent filed `filing`
+- **2025-04-01** Third reading: passed; Roll Call 322: yeas 49, nays 0 `passage, reading-3, reading-3`
+- **2025-04-02** Returned to the House with amendments `receipt`
+- **2025-04-03** House dissented from Senate amendments
+- **2025-04-10** Senate conferees appointed: Baldwin and Randolph Lonnie M
+- **2025-04-10** House conferees appointed: Manning and Andrade
+- **2025-04-10** House advisors appointed: Teshka, Pierce K and Miller K
+- **2025-04-10** Senate advisors appointed: Qaddoura and Schmitt
+- **2025-04-22** CCR # 1 filed in the House `filing`
+- **2025-04-22** CCR # 1 filed in the Senate `filing`
+- **2025-04-22** Rules Suspended. Conference Committee Report 1: adopted by the House; Roll Call 517: yeas 91, nays 0
+- **2025-04-23** Signed by the Speaker `passage`
+- **2025-04-23** Conference Committee Report 1: adopted by the Senate; Roll Call 495: yeas 47, nays 0
+- **2025-04-24** Signed by the President Pro Tempore `passage`
+- **2025-05-06** Signed by the Governor `executive-signature`
+- **2025-04-29** Signed by the President of the Senate `passage`
+- **2025-05-06** Public Law 220 `became-law`
+
+## Source
+
+OpenStates / OpenCivicData bulk snapshot [2026-07-01](https://data.openstates.org/daily/2026-07-01/public.pgdump); origin `ocd-bill/7e159fa4-7b04-40d1-b28e-ed885c15706e`. Confidence: reported (aggregated from official Indiana legislature records).
+