Fabio
79 lines
5.4 KiB
Markdown
79 lines
5.4 KiB
Markdown
---
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type: "Bill"
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title: "Marital deduction trusts."
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description: "Existing law regulates the interpretation and administration of wills, trusts, and estates. Existing law regulates the compliance of marital deduction gifts with the federal Internal Revenue Code. Existing law provides that if a marital deduction gift is made in trust, certain additional conditions apply to the marital deduction trust, including, among others, that the transferor's spouse is entitled to all of the income of the marital deduction property not less frequently than annually, as long as the spouse is alive. Existing law requires that in the case of qualified terminable interest property specified in certain provisions of the Internal Revenue Code, on termination of the interest of the transferor's spouse in the trust, all of the remaining accrued or undistributed income pass to the transferor's spouse, except as provided."
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jurisdiction: "us/states/ca"
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legislature: "California Legislature"
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session: "20152016"
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identifier: "SB 1265"
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citation: "California SB 1265 (20152016)"
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classification: ["bill"]
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subjects: ["Marital deduction trusts."]
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status: "enacted"
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primary_sponsors: ["Moorlach"]
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version_count: 4
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action_count: 16
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vote_count: 4
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first_action: "2016-02-18"
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last_action: "2016-08-17"
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source: "openstates"
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source_identifier: "ocd-bill/8e4658cf-2179-44d7-ba34-3ed6aa272fef"
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source_url: "http://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=201520160SB1265"
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source_hash: "0a2baacfc5164a69655c5957634cdccba7b48c3eb49bc2dc23c0d0371a91ec80"
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vintage: "2026-07-01"
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source_snapshot: "https://data.openstates.org/daily/2026-07-01/public.pgdump"
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retrieved_at: "2026-07-06"
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confidence: "reported"
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tags: ["legislation", "bill", "us-ca"]
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---
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# California SB 1265 (20152016) — Marital deduction trusts.
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Existing law regulates the interpretation and administration of wills, trusts, and estates. Existing law regulates the compliance of marital deduction gifts with the federal Internal Revenue Code. Existing law provides that if a marital deduction gift is made in trust, certain additional conditions apply to the marital deduction trust, including, among others, that the transferor's spouse is entitled to all of the income of the marital deduction property not less frequently than annually, as long as the spouse is alive. Existing law requires that in the case of qualified terminable interest property specified in certain provisions of the Internal Revenue Code, on termination of the interest of the transferor's spouse in the trust, all of the remaining accrued or undistributed income pass to the transferor's spouse, except as provided.
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## Version chain
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The bill's text revisions, in order — the diff chain from filing to enrollment.
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1. **02/18/16 - Introduced** (filed) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=201520160SB1265&version=20150SB126599INT)
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2. **08/17/16 - Chaptered** (committee substitute) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=201520160SB1265&version=20150SB126597CHP)
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3. **SB1265** (committee substitute) — [source](http://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=201520160SB1265)
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4. **08/02/16 - Enrolled** (enrolled) — [source](https://leginfo.legislature.ca.gov/faces/billPdf.xhtml?bill_id=201520160SB1265&version=20150SB126598ENR)
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## Votes
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- Do pass and be ordered to the Consent Calendar — **6–0** (pass) · upper
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- Do pass. To Consent Calendar. — **10–0** (pass) · lower
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- SB 1265 Moorlach Consent Calendar Second Day — **76–0** (pass) · lower
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- Consent Calendar 2nd — **38–0** (pass) · upper
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## Sponsors
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- Moorlach — primary (person)
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## Timeline
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The legislative action history — every referral, reading, and vote.
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- **2016-02-18** Introduced. Read first time. To Com. on RLS. for assignment. To print. `introduction, reading-1`
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- **2016-02-19** From printer. May be acted upon on or after March 20.
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- **2016-03-03** Referred to Com. on JUD. `referral-committee`
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- **2016-04-21** Set for hearing May 3.
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- **2016-05-04** From committee: Do pass. Ordered to consent calendar. (Ayes 6. Noes 0. Page 3767.) (May 3). `committee-passage-favorable, committee-passage`
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- **2016-05-05** Read second time. Ordered to consent calendar. `reading-2, reading-1`
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- **2016-05-12** Read third time. Passed. (Ayes 38. Noes 0. Page 3849.) Ordered to the Assembly. `reading-3, passage, reading-1`
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- **2016-05-12** In Assembly. Read first time. Held at Desk. `reading-1`
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- **2016-05-19** Referred to Com. on JUD. `referral-committee`
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- **2016-06-28** From committee: Do pass. Ordered to consent calendar. (Ayes 10. Noes 0.) (June 28). `committee-passage-favorable, committee-passage`
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- **2016-06-29** Read second time. Ordered to consent calendar. `reading-2, reading-1`
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- **2016-08-01** Read third time. Passed. (Ayes 76. Noes 0. Page 5644.) Ordered to the Senate. `reading-3, passage, reading-1`
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- **2016-08-01** In Senate. Ordered to engrossing and enrolling.
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- **2016-08-05** Enrolled and presented to the Governor at 10:30 a.m.
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- **2016-08-17** Approved by the Governor. `executive-signature`
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- **2016-08-17** Chaptered by Secretary of State. Chapter 140, Statutes of 2016.
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## Source
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OpenStates / OpenCivicData bulk snapshot [2026-07-01](https://data.openstates.org/daily/2026-07-01/public.pgdump); origin `ocd-bill/8e4658cf-2179-44d7-ba34-3ed6aa272fef`. Confidence: reported (aggregated from official California legislature records).
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