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Legislation: batch D — NY OH OK OR PA RI SC SD TX UT

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Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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---
type: "Bill"
title: "An Act amending Title 20 (Decedents, Estates and Fiduciaries) of the Pennsylvania Consolidated Statutes, in trusts, further providing for definitions - UTC 103, for trust instrument controls and mandatory rules - UTC 105, for governing law - UTC 107, for situs of trust, for nonjudicial settlement agreements - UTC 111, for charitable purposes; enforcement - UTC 405, for trust for care of animal - UTC 408, for noncharitable trust without ascertainable beneficiary - UTC 409, for reformation to correct mistakes - UTC 415, for modification to achieve settlor's tax objectives - UTC 416, for spendthrift provision - UTC 502, for creditor's claim against settlor - UTC 505(a), for overdue distribution - UTC 506, for revocation or amendment of revocable trust - UTC 602, for trustee's duties and powers of withdrawal - UTC 603, for accepting or declining trusteeship - UTC 701, for trustee's bond - UTC 702, for cotrustees - UTC 703, for vacancy in trusteeship and appointment of successor - UTC 704, for resignation of trustee and filing resignation, for compensation of trustee - UTC 708, for duty to administer trust - UTC 801, for duty of loyalty - UTC 802, for powers to direct - UTC 808, for duty to inform and report, for discretionary powers and for powers of trustees - UTC 815, providing for directed trusts, further providing for remedies for breach of trust--UTC 1001, providing for nonjudicial account settlement and further providing for reliance on trust instrument - UTC 1006, for exculpation of trustee - UTC 1008, for certification of trust - UTC 1013 and for title of purchaser."
description: "An Act amending Title 20 (Decedents, Estates and Fiduciaries) of the Pennsylvania Consolidated Statutes, in trusts, further providing for definitions - UTC 103, for trust instrument controls and mandatory rules - UTC 105, for governing law - UTC 107, for situs of trust, for nonjudicial settlement agreements - UTC 111, for charitable purposes; enforcement - UTC 405, for trust for care of animal - UTC 408, for noncharitable trust without ascertainable beneficiary - UTC 409, for reformation to correct mistakes - UTC 415, for modification to achieve settlor's tax objectives - UTC 416, for spendthrift provision - UTC 502, for creditor's claim against settlor - UTC 505(a), for overdue distribution - UTC 506, for revocation or amendment of revocable trust - UTC 602, for trustee's duties and powers of withdrawal - UTC 603, for accepting or declining trusteeship - UTC 701, for trustee's bond - UTC 702, for cotrustees - UTC 703, for vacancy in trusteeship and appointment of successor - UTC 704, for resignation of trustee and filing resignation, for compensation of trustee - UTC 708, for duty to administer trust - UTC 801, for duty of loyalty - UTC 802, for powers to direct - UTC 808, for duty to inform and report, for discretionary powers and for powers of trustees - UTC 815, providing for directed trusts, further providing for remedies for breach of trust--UTC 1001, providing for nonjudicial account settlement and further providing for reliance on trust instrument - UTC 1006, for exculpation of trustee - UTC 1008, for certification of trust - UTC 1013 and for title of purchaser."
jurisdiction: "us/states/pa"
legislature: "Pennsylvania General Assembly"
session: "2023-2024"
identifier: "SB 1231"
citation: "Pennsylvania SB 1231 (2023-2024)"
classification: ["bill"]
subjects: []
status: "enacted"
primary_sponsors: ["Lisa Baker"]
version_count: 1
action_count: 21
vote_count: 6
first_action: "2024-05-31T04:00:00+00:00"
last_action: "2024-07-15T04:00:00+00:00"
source: "openstates"
source_identifier: "ocd-bill/9ed813cc-57c7-4753-9f80-ac022232a799"
source_url: "https://www.palegis.us/house/committees/roll-call-votes/vote-list/vote-summary?committeecode=60&rollcallid=2158&sessYr=2023&sessInd=0"
source_hash: "6fcf1880e4b67e1dc9e0b2d4b92e35f462d81a25282fda211e6d3ec047286c6e"
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-pa"]
---
# Pennsylvania SB 1231 (2023-2024) — An Act amending Title 20 (Decedents, Estates and Fiduciaries) of the Pennsylvania Consolidated Statutes, in trusts, further providing for definitions - UTC 103, for trust instrument controls and mandatory rules - UTC 105, for governing law - UTC 107, for situs of trust, for nonjudicial settlement agreements - UTC 111, for charitable purposes; enforcement - UTC 405, for trust for care of animal - UTC 408, for noncharitable trust without ascertainable beneficiary - UTC 409, for reformation to correct mistakes - UTC 415, for modification to achieve settlor's tax objectives - UTC 416, for spendthrift provision - UTC 502, for creditor's claim against settlor - UTC 505(a), for overdue distribution - UTC 506, for revocation or amendment of revocable trust - UTC 602, for trustee's duties and powers of withdrawal - UTC 603, for accepting or declining trusteeship - UTC 701, for trustee's bond - UTC 702, for cotrustees - UTC 703, for vacancy in trusteeship and appointment of successor - UTC 704, for resignation of trustee and filing resignation, for compensation of trustee - UTC 708, for duty to administer trust - UTC 801, for duty of loyalty - UTC 802, for powers to direct - UTC 808, for duty to inform and report, for discretionary powers and for powers of trustees - UTC 815, providing for directed trusts, further providing for remedies for breach of trust--UTC 1001, providing for nonjudicial account settlement and further providing for reliance on trust instrument - UTC 1006, for exculpation of trustee - UTC 1008, for certification of trust - UTC 1013 and for title of purchaser.
## Version chain
The bill's text revisions, in order — the diff chain from filing to enrollment.
1. **Printer's No. PN1666** (committee substitute) — [source](https://www.palegis.us/legislation/bills/text/PDF/2023/0/SB1231/PN1666)
## Votes
- Committee vote (Judiciary): Reported as Committed — **14–0** (pass) · upper
- FINAL PASSAGE — **202–0** (pass) · lower
- Committee vote (Appropriations): Re-Reported as Committed — **24–0** (pass) · upper
- FINAL PASSAGE — **50–0** (pass) · upper
- Committee vote (Judiciary): Report Bill As Committed — **25–0** (pass) · lower
- Committee vote (Appropriations): Re-report Bill As Committed — **37–0** (pass) · lower
## Sponsors
- Lisa Baker — primary (person)
- Christine Tartaglione — cosponsor (person)
- Jay Costa — cosponsor (person)
- Judy Ward — cosponsor (person)
- Nick Miller — cosponsor (person)
- Steven Santarsiero — cosponsor (person)
- Tracy Pennycuick — cosponsor (person)
## Timeline
The legislative action history — every referral, reading, and vote.
- **2024-05-31T04:00:00+00:00** Referred to Judiciary `referral-committee`
- **2024-06-04T04:00:00+00:00** Reported as committed `committee-passage`
- **2024-06-04T04:00:00+00:00** First consideration `reading-1`
- **2024-06-05T04:00:00+00:00** Second consideration `reading-2`
- **2024-06-05T04:00:00+00:00** Re-referred to Appropriations `referral-committee`
- **2024-06-10T04:00:00+00:00** Re-reported as committed `committee-passage`
- **2024-06-24T04:00:00+00:00** Third consideration and final passage `passage, reading-3`
- **2024-06-26T04:00:00+00:00** Referred to Judiciary `referral-committee`
- **2024-06-27T04:00:00+00:00** Reported as committed `committee-passage`
- **2024-06-27T04:00:00+00:00** First consideration `reading-1`
- **2024-06-27T04:00:00+00:00** Laid on the table
- **2024-07-01T04:00:00+00:00** Removed from table
- **2024-07-02T04:00:00+00:00** Second consideration `reading-2`
- **2024-07-02T04:00:00+00:00** Re-referred to Appropriations `referral-committee`
- **2024-07-03T04:00:00+00:00** Re-reported as committed `committee-passage`
- **2024-07-03T04:00:00+00:00** Third consideration and final passage `passage, reading-3`
- **2024-07-08T04:00:00+00:00** Signed in Senate
- **2024-07-09T04:00:00+00:00** Signed in House
- **2024-07-09T04:00:00+00:00** Presented to the Governor `executive-receipt`
- **2024-07-15T04:00:00+00:00** Approved by the Governor `executive-signature`
- **2024-07-15T04:00:00+00:00** Act No. 64 of 2024
## Source
OpenStates / OpenCivicData bulk snapshot [2026-07-01](https://data.openstates.org/daily/2026-07-01/public.pgdump); origin `ocd-bill/9ed813cc-57c7-4753-9f80-ac022232a799`. Confidence: reported (aggregated from official Pennsylvania legislature records).