republic-os/legislation/us/states/ca/20092010/ab-229.md

type, title, description, jurisdiction, legislature, session, identifier, citation, classification, subjects, status, primary_sponsors, version_count, action_count, vote_count, first_action, last_action, source, source_identifier, source_url, source_hash, vintage, source_snapshot, retrieved_at, confidence, tags

type	title	description	jurisdiction	legislature	session	identifier	citation	classification	subjects	status	primary_sponsors	version_count	action_count	vote_count	first_action	last_action	source	source_identifier	source_url	source_hash	vintage	source_snapshot	retrieved_at	confidence	tags
Bill	Uniform Principal and Income Act: trust administration: income and payments.	Existing law, the Uniform Principal and Income Act, requires a trust to be administered with due regard to the respective interests of defined income beneficiaries and remainder beneficiaries. The act requires that a tax required to be paid by a trustee based on receipts allocated to income be paid from income. The act requires the trustee, in order to obtain an estate tax marital deduction for a trust, to allocate a prescribed amount of a payment to income, in accordance with certain requirements. The act further requires the trustee of a trust that qualifies for, or has elected to qualify for, the marital tax deduction, where the separate fund payer provides documentation reflecting the internal income of the separate fund to the trustee, to allocate the internal income of each separate fund for the accounting period as if the separate fund were a trust subject to the act, as provided, and to allocate the balance to the principal.	us/states/ca	California Legislature	20092010	AB 229	California AB 229 (20092010)	bill	Uniform Principal and Income Act: trust administration: income and payments.	enacted	Charles Calderon	6	21	4	2009-02-05	2010-07-15	openstates	ocd-bill/a5b4af3e-2c37-483a-a238-494e16105476	http://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=200920100AB229	c689663c9996261c3799b36fa32d855afec833f1eedd05c3199f27aee8b01049	2026-07-01	https://data.openstates.org/daily/2026-07-01/public.pgdump	2026-07-06	reported	legislation bill us-ca

California AB 229 (20092010) — Uniform Principal and Income Act: trust administration: income and payments.

Existing law, the Uniform Principal and Income Act, requires a trust to be administered with due regard to the respective interests of defined income beneficiaries and remainder beneficiaries. The act requires that a tax required to be paid by a trustee based on receipts allocated to income be paid from income. The act requires the trustee, in order to obtain an estate tax marital deduction for a trust, to allocate a prescribed amount of a payment to income, in accordance with certain requirements. The act further requires the trustee of a trust that qualifies for, or has elected to qualify for, the marital tax deduction, where the separate fund payer provides documentation reflecting the internal income of the separate fund to the trustee, to allocate the internal income of each separate fund for the accounting period as if the separate fund were a trust subject to the act, as provided, and to allocate the balance to the principal.

Version chain

The bill's text revisions, in order — the diff chain from filing to enrollment.

1. 02/05/09 - Introduced (filed) — source
2. 01/04/10 - Amended Assembly (committee substitute) — source
3. 04/14/09 - Amended Assembly (committee substitute) — source
4. 07/15/10 - Chaptered (committee substitute) — source
5. AB229 (committee substitute) — source
6. 06/30/10 - Enrolled (enrolled) — source

Votes

• Special Consent #28 AB229 Charles Calderon — pass (pass) · upper
• Do pass. — pass (pass) · upper
• AB 229 CALDERON Consent Calendar Second Day — pass (pass) · lower
• Do pass, to Consent Calendar. — pass (pass) · lower

Sponsors

• Charles Calderon — primary (person)

Timeline

The legislative action history — every referral, reading, and vote.

• 2009-02-05 Read first time. To print. reading-1
• 2009-02-06 From printer. May be heard in committee March 8.
• 2009-04-13 Referred to Com. on REV. & TAX. referral-committee
• 2009-04-14 From committee chair, with author's amendments: Amend, and re-refer to Com. on REV. & TAX. Read second time and amended. amendment-introduction, reading-2, amendment-passage, reading-1
• 2009-04-15 Re-referred to Com. on REV. & TAX. referral-committee
• 2010-01-04 From committee chair, with author's amendments: Amend, and re-refer to Com. on REV. & TAX. Read second time and amended. amendment-introduction, reading-2, amendment-passage, reading-1
• 2010-01-04 Re-referred to Com. on REV. & TAX. referral-committee
• 2010-01-12 From committee: Do pass. To Consent Calendar. (January 11). committee-passage-favorable, committee-passage
• 2010-01-13 Read second time. To Consent Calendar. reading-2, reading-1
• 2010-01-19 Read third time, passed, and to Senate. (Ayes 71. Noes 0. Page 3816.) reading-3, passage, reading-1
• 2010-01-19 In Senate. Read first time. To Com. on RLS. for assignment. reading-1
• 2010-02-04 Referred to Com. on JUD. referral-committee
• 2010-06-10 In committee: Set, first hearing. Hearing canceled at the request of author.
• 2010-06-16 From committee: Do pass. (Ayes 5. Noes 0.) (June 15). committee-passage-favorable, committee-passage
• 2010-06-17 Read second time. To third reading. reading-2, reading-1
• 2010-06-23 Ordered to Special Consent Calendar.
• 2010-06-28 Read third time, passed, and to Assembly. (Ayes 32. Noes 0. Page 4100.) reading-3, passage, reading-1
• 2010-06-28 In Assembly. To enrollment.
• 2010-07-06 Enrolled and to the Governor at 10:30 a.m.
• 2010-07-15 Approved by the Governor. executive-signature
• 2010-07-15 Chaptered by Secretary of State - Chapter 71, Statutes of 2010.

Source

OpenStates / OpenCivicData bulk snapshot 2026-07-01; origin ocd-bill/a5b4af3e-2c37-483a-a238-494e16105476. Confidence: reported (aggregated from official California legislature records).