Legislation: batch C — MO MS MT NC ND NE NH NJ NM NV

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

legislation/us/states/nc/2011/sb-407.md

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+---
+type: "Bill"
+title: "Trusts and Estate Planning Changes."
+description: "Trusts and Estate Planning Changes."
+jurisdiction: "us/states/nc"
+legislature: "North Carolina General Assembly"
+session: "2011"
+identifier: "SB 407"
+citation: "North Carolina SB 407 (2011)"
+classification: ["bill"]
+subjects: ["BANKING COMN.", "BANKS", "COMMISSIONS", "COURT CLERKS", "COURTS", "ESTATES", "FEES", "FINANCIAL INSTITUTIONS", "FINANCIAL SERVICES", "LICENSES & PERMITS", "PRESENTED", "PUBLIC", "RATIFIED", "TRUSTS", "SEN. HARTSELL", "CHAPTERED"]
+status: "enacted"
+primary_sponsors: []
+version_count: 5
+action_count: 20
+vote_count: 2
+first_action: "2011-03-23"
+last_action: "2011-06-27"
+source: "openstates"
+source_identifier: "ocd-bill/c97ee826-1cd1-4227-a1b1-2a6bf6360bba"
+source_url: "http://www.ncleg.net/gascripts/BillLookUp/BillLookUp.pl?Session=2011&BillID=S407&votesToView=all"
+source_hash: "b5b92fcbb3c159bfb28adfb976e63c1a115c72dfc9fd41b78d02a07ae9b69d77"
+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-nc"]
+---
+
+# North Carolina SB 407 (2011) — Trusts and Estate Planning Changes.
+
+## Version chain
+
+The bill's text revisions, in order — the diff chain from filing to enrollment.
+
+1. **Filed** (filed) — [source](http://www.ncleg.net/Sessions/2011/Bills/Senate/PDF/S407v0.pdf)
+2. **Edition 1** (committee substitute) — [source](http://www.ncleg.net/Sessions/2011/Bills/Senate/PDF/S407v1.pdf)
+3. **Edition 2** (committee substitute) — [source](http://www.ncleg.net/Sessions/2011/Bills/Senate/PDF/S407v2.pdf)
+4. **Ratified** (committee substitute) — [source](http://www.ncleg.net/Sessions/2011/Bills/Senate/PDF/S407v3.pdf)
+5. **SL2011-339** (committee substitute) — [source](http://www.ncleg.net/Sessions/2011/Bills/Senate/PDF/S407v4.pdf)
+
+## Votes
+
+- Second Reading — **48–0** (pass) · upper
+- Second Reading — **111–1** (pass) · lower
+
+## Sponsors
+
+- Hartsell — cosponsor (person)
+
+## Timeline
+
+The legislative action history — every referral, reading, and vote.
+
+- **2011-06-27** Ch. SL 2011-339 `became-law`
+- **2011-06-27** Signed By Gov. 6/27/2011 `executive-signature`
+- **2011-06-20** Pres. To Gov. 6/20/2011 `executive-receipt`
+- **2011-06-17** Ratified
+- **2011-06-16** Passed 2nd & 3rd Reading `passage, reading-2, reading-3`
+- **2011-06-15** Placed On Cal For 6/16/2011
+- **2011-06-15** Cal Pursuant Rule 36(b)
+- **2011-06-15** Reptd Fav `committee-passage-favorable`
+- **2011-06-15** Re-ref Com On Finance `referral-committee`
+- **2011-06-15** Reptd Fav `committee-passage-favorable`
+- **2011-05-09** Ref To Com On Judiciary Subcommittee A `referral-committee`
+- **2011-05-09** Passed 1st Reading `reading-1`
+- **2011-05-04** Passed 2nd & 3rd Reading `passage, reading-2, reading-3`
+- **2011-05-03** Reptd Fav `committee-passage-favorable`
+- **2011-04-11** Re-ref Com On Finance `referral-committee`
+- **2011-04-11** Com Substitute Adopted
+- **2011-04-11** Reptd Fav Com Substitute `committee-passage-favorable`
+- **2011-03-24** Ref To Com On Judiciary I `referral-committee`
+- **2011-03-24** Passed 1st Reading `reading-1`
+- **2011-03-23** Filed `introduction`
+
+## Source
+
+OpenStates / OpenCivicData bulk snapshot [2026-07-01](https://data.openstates.org/daily/2026-07-01/public.pgdump); origin `ocd-bill/c97ee826-1cd1-4227-a1b1-2a6bf6360bba`. Confidence: reported (aggregated from official North Carolina legislature records).
+