5a13be122b
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
4.7 KiB
4.7 KiB
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 | ||||||
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| 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) |
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enacted |
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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 |
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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.
- 02/14/23 - Introduced (filed) — source
- 04/13/23 - Amended Senate (committee substitute) — source
- 06/29/23 - Chaptered (committee substitute) — source
- SB522 (committee substitute) — source
- 06/21/23 - Enrolled (enrolled) — source
Votes
- Do pass as amended, and be ordered to the Consent Calendar — 10–0 (pass) · upper
- Consent Calendar — 36–0 (pass) · upper
- SB 522 Niello Consent Calendar Second Day — 73–0 (pass) · lower
- Do pass. To Consent Calendar. — 11–0 (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).