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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 Fiduciary Income and Principal Act. Existing law, the Uniform Principal and Income Act, generally sets forth the powers and duties of a fiduciary of a trust. These powers and duties are related to, among other matters, the allocation of receipts and disbursements between principal and income, making adjustments between principal and income, and converting a trust to a unitrust. us/states/ca California Legislature 20232024 SB 522 California SB 522 (20232024)
bill
Uniform Fiduciary Income and Principal Act
enacted
Niello
5 16 4 2023-02-14 2023-06-29 openstates ocd-bill/0b0f5305-0ae9-42aa-baec-2f0dc275c1c6 http://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=202320240SB522 4c094c7c4f23e74db59f6bf2838b7893841d4c449c3792416de10005adf01652 2026-07-01 https://data.openstates.org/daily/2026-07-01/public.pgdump 2026-07-06 reported
legislation
bill
us-ca

California SB 522 (20232024) — Uniform Fiduciary Income and Principal Act.

Existing law, the Uniform Principal and Income Act, generally sets forth the powers and duties of a fiduciary of a trust. These powers and duties are related to, among other matters, the allocation of receipts and disbursements between principal and income, making adjustments between principal and income, and converting a trust to a unitrust.

Version chain

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

  1. 02/14/23 - Introduced (filed) — source
  2. 04/13/23 - Amended Senate (committee substitute) — source
  3. 06/29/23 - Chaptered (committee substitute) — source
  4. SB522 (committee substitute) — source
  5. 06/21/23 - Enrolled (enrolled) — source

Votes

  • Do pass as amended, and be ordered to the Consent Calendar — 100 (pass) · upper
  • Consent Calendar — 360 (pass) · upper
  • SB 522 Niello Consent Calendar Second Day — 730 (pass) · lower
  • Do pass. To Consent Calendar. — 110 (pass) · lower

Sponsors

  • Niello — primary (person)

Timeline

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

  • 2023-02-14 Introduced. Read first time. To Com. on RLS. for assignment. To print. introduction, reading-1
  • 2023-02-15 From printer. May be acted upon on or after March 17.
  • 2023-02-22 Referred to Com. on JUD. referral-committee
  • 2023-03-29 Set for hearing April 11.
  • 2023-04-12 From committee: Do pass as amended. Ordered to consent calendar. (Ayes 10. Noes 0. Page 686.) (April 11). amendment-passage, committee-passage, committee-passage-favorable
  • 2023-04-13 Read second time and amended. Ordered to consent calendar. amendment-passage, reading-1, reading-2
  • 2023-04-20 Read third time. Passed. (Ayes 36. Noes 0. Page 814.) Ordered to the Assembly. passage, reading-1, reading-3
  • 2023-04-20 In Assembly. Read first time. Held at Desk. reading-1
  • 2023-05-04 Referred to Com. on JUD. referral-committee
  • 2023-06-13 From committee: Do pass. Ordered to consent calendar. (Ayes 11. Noes 0.) (June 13). committee-passage, committee-passage-favorable
  • 2023-06-14 Read second time. Ordered to consent calendar. reading-1, reading-2
  • 2023-06-19 Read third time. Passed. (Ayes 73. Noes 0. Page 2289.) Ordered to the Senate. passage, reading-1, reading-3
  • 2023-06-20 In Senate. Ordered to engrossing and enrolling.
  • 2023-06-23 Enrolled and presented to the Governor at 11 a.m.
  • 2023-06-29 Approved by the Governor. executive-signature
  • 2023-06-29 Chaptered by Secretary of State. Chapter 28, Statutes of 2023. became-law

Source

OpenStates / OpenCivicData bulk snapshot 2026-07-01; origin ocd-bill/0b0f5305-0ae9-42aa-baec-2f0dc275c1c6. Confidence: reported (aggregated from official California legislature records).