Legislation: batch E — CA TN VA VT WA WI WV WY

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

legislation/us/states/ca/20232024/sb-522.md

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+---
+type: "Bill"
+title: "Uniform Fiduciary Income and Principal Act."
+description: "Existing law, the Uniform Principal and Income Act, generally sets forth the powers and duties of a fiduciary of a trust. These powers and duties are related to, among other matters, the allocation of receipts and disbursements between principal and income, making adjustments between principal and income, and converting a trust to a unitrust."
+jurisdiction: "us/states/ca"
+legislature: "California Legislature"
+session: "20232024"
+identifier: "SB 522"
+citation: "California SB 522 (20232024)"
+classification: ["bill"]
+subjects: ["Uniform Fiduciary Income and Principal Act"]
+status: "enacted"
+primary_sponsors: ["Niello"]
+version_count: 5
+action_count: 16
+vote_count: 4
+first_action: "2023-02-14"
+last_action: "2023-06-29"
+source: "openstates"
+source_identifier: "ocd-bill/0b0f5305-0ae9-42aa-baec-2f0dc275c1c6"
+source_url: "http://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202320240SB522"
+source_hash: "4c094c7c4f23e74db59f6bf2838b7893841d4c449c3792416de10005adf01652"
+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-ca"]
+---
+
+# California SB 522 (20232024) — Uniform Fiduciary Income and Principal Act.
+
+Existing law, the Uniform Principal and Income Act, generally sets forth the powers and duties of a fiduciary of a trust. These powers and duties are related to, among other matters, the allocation of receipts and disbursements between principal and income, making adjustments between principal and income, and converting a trust to a unitrust.
+
+## Version chain
+
+The bill's text revisions, in order — the diff chain from filing to enrollment.
+
+1. **02/14/23 - Introduced** (filed) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=202320240SB522&version=20230SB52299INT)
+2. **04/13/23 - Amended Senate** (committee substitute) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=202320240SB522&version=20230SB52298AMD)
+3. **06/29/23 - Chaptered** (committee substitute) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=202320240SB522&version=20230SB52296CHP)
+4. **SB522** (committee substitute) — [source](http://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202320240SB522)
+5. **06/21/23 - Enrolled** (enrolled) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=202320240SB522&version=20230SB52297ENR)
+
+## Votes
+
+- Do pass as amended, and be ordered to the Consent Calendar — **10–0** (pass) · upper
+- Consent Calendar — **36–0** (pass) · upper
+- SB 522 Niello Consent Calendar Second Day — **73–0** (pass) · lower
+- Do pass. To Consent Calendar. — **11–0** (pass) · lower
+
+## Sponsors
+
+- Niello — primary (person)
+
+## Timeline
+
+The legislative action history — every referral, reading, and vote.
+
+- **2023-02-14** Introduced. Read first time. To Com. on RLS. for assignment. To print. `introduction, reading-1`
+- **2023-02-15** From printer. May be acted upon on or after March 17.
+- **2023-02-22** Referred to Com. on JUD. `referral-committee`
+- **2023-03-29** Set for hearing April 11.
+- **2023-04-12** From committee: Do pass as amended. Ordered to consent calendar. (Ayes 10. Noes 0. Page 686.) (April 11). `amendment-passage, committee-passage, committee-passage-favorable`
+- **2023-04-13** Read second time and amended. Ordered to consent calendar. `amendment-passage, reading-1, reading-2`
+- **2023-04-20** Read third time. Passed. (Ayes 36. Noes 0. Page 814.) Ordered to the Assembly. `passage, reading-1, reading-3`
+- **2023-04-20** In Assembly. Read first time. Held at Desk. `reading-1`
+- **2023-05-04** Referred to Com. on JUD. `referral-committee`
+- **2023-06-13** From committee: Do pass. Ordered to consent calendar. (Ayes 11. Noes 0.) (June 13). `committee-passage, committee-passage-favorable`
+- **2023-06-14** Read second time. Ordered to consent calendar. `reading-1, reading-2`
+- **2023-06-19** Read third time. Passed. (Ayes 73. Noes 0. Page 2289.) Ordered to the Senate. `passage, reading-1, reading-3`
+- **2023-06-20** In Senate. Ordered to engrossing and enrolling.
+- **2023-06-23** Enrolled and presented to the Governor at 11 a.m.
+- **2023-06-29** Approved by the Governor. `executive-signature`
+- **2023-06-29** Chaptered by Secretary of State. Chapter 28, Statutes of 2023. `became-law`
+
+## Source
+
+OpenStates / OpenCivicData bulk snapshot [2026-07-01](https://data.openstates.org/daily/2026-07-01/public.pgdump); origin `ocd-bill/0b0f5305-0ae9-42aa-baec-2f0dc275c1c6`. Confidence: reported (aggregated from official California legislature records).
+