--- 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).