Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
18 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 | TRUST CODE-UNCLAIMED PROPERTY | Amends the Illinois Trust Code. Requires a trustee to maintain, for a minimum of 7 years after the termination of the trust, a copy of the governing trust instrument under which the trustee was authorized to act at the time the trust terminated. Amends the Revised Uniform Unclaimed Property Act. Provides that property held in an account or plan, including a health savings account, that qualifies for tax deferral under the United States income tax law, is presumed abandoned 20 years after the account was opened. Requires State agencies to report final compensation due a State employee to the Treasurer's Office as unclaimed property if the employee dies while employed. Requires a holder who holds property presumed abandoned to hold the property in trust for the benefit of the State Treasurer on behalf of the owner from and after the date the property is presumed abandoned. Requires that the State Treasurer provide written notice to a State agency and the Governor's Office of Management and Budget of property presumed to be abandoned and allegedly owned by the State agency before it can be escheated to the State's General Revenue Fund if the property remains unclaimed after one year. Creates authority for the Secretary of the Department of Financial and Professional Regulation to order a regulated person under the Act to immediately report and remit property subject to the Act if the Secretary determines that the action is necessary to protect the interest of an owner. Establishes a procedure regulating agreements between an owner or apparent owner and a finder to locate or recover property held by the State Treasurer. Requires a finder to be licensed by the State Treasurer and creates qualifications to be so licensed. Makes definitions. Makes other changes. The Treasurer is authorized to adopt rules as necessary to implement the Act. Effective immediately. | us/states/il | Illinois General Assembly | 104th | HB 2568 | Illinois HB 2568 (104th) |
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enacted |
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9 | 140 | 13 | 2025-02-04 | 2025-12-12 | openstates | ocd-bill/41cb04fd-d282-4cda-b4dc-73a48fa4c42c | https://ilga.gov/Legislation/BillStatus?DocNum=2568&GAID=18&DocTypeID=HB&LegId=160438&SessionID=114 | e146ab830acacc4c69b6f01ddf787498a4fa68cf6c377bb5598d08bce555f74f | 2026-07-01 | https://data.openstates.org/daily/2026-07-01/public.pgdump | 2026-07-06 | reported |
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Illinois HB 2568 (104th) — TRUST CODE-UNCLAIMED PROPERTY
Amends the Illinois Trust Code. Requires a trustee to maintain, for a minimum of 7 years after the termination of the trust, a copy of the governing trust instrument under which the trustee was authorized to act at the time the trust terminated. Amends the Revised Uniform Unclaimed Property Act. Provides that property held in an account or plan, including a health savings account, that qualifies for tax deferral under the United States income tax law, is presumed abandoned 20 years after the account was opened. Requires State agencies to report final compensation due a State employee to the Treasurer's Office as unclaimed property if the employee dies while employed. Requires a holder who holds property presumed abandoned to hold the property in trust for the benefit of the State Treasurer on behalf of the owner from and after the date the property is presumed abandoned. Requires that the State Treasurer provide written notice to a State agency and the Governor's Office of Management and Budget of property presumed to be abandoned and allegedly owned by the State agency before it can be escheated to the State's General Revenue Fund if the property remains unclaimed after one year. Creates authority for the Secretary of the Department of Financial and Professional Regulation to order a regulated person under the Act to immediately report and remit property subject to the Act if the Secretary determines that the action is necessary to protect the interest of an owner. Establishes a procedure regulating agreements between an owner or apparent owner and a finder to locate or recover property held by the State Treasurer. Requires a finder to be licensed by the State Treasurer and creates qualifications to be so licensed. Makes definitions. Makes other changes. The Treasurer is authorized to adopt rules as necessary to implement the Act. Effective immediately.
Version chain
The bill's text revisions, in order — the diff chain from filing to enrollment.
- Introduced (filed) — source
- Engrossed (committee substitute) — source
- House Amendment 001 (committee substitute) — source
- House Amendment 002 (committee substitute) — source
- House Amendment 003 (committee substitute) — source
- Re-Enrolled (committee substitute) — source
- Senate Amendment 001 (committee substitute) — source
- Senate Amendment 002 (committee substitute) — source
- Enrolled (enrolled) — source
Votes
- Executive, Amendment 2 — 9–4 (pass) · upper
- Concurrence — 77–40 (pass) · lower
- Motion — 38–16 (pass) · upper
- Third Reading — 36–19 (pass) · upper
- Third Reading, Amendment 3 — 13–7 (pass) · lower
- Concurrence, Amendment 2 — 77–40 (pass) · lower
- Third Reading, Amendment 2 — 13–7 (pass) · lower
- Third Reading — 13–7 (pass) · lower
- Executive — 9–4 (pass) · upper
- Motion — 74–38 (pass) · lower
- Executive — 13–0 (pass) · upper
- Third Reading — 75–38 (pass) · lower
- Third Reading — 13–7 (pass) · lower
Sponsors
- Don Harmon — primary (person)
- Tracy Katz Muhl — primary (person)
- Aarón M. Ortíz — cosponsor (person)
- Adriane Johnson — cosponsor (person)
- Amy Briel — cosponsor (person)
- Ann M. Williams — cosponsor (person)
- Anna Moeller — cosponsor (person)
- Anne Stava — cosponsor (person)
- Barbara Hernandez — cosponsor (person)
- Bob Morgan — cosponsor (person)
- Camille Y. Lilly — cosponsor (person)
- Celina Villanueva — cosponsor (person)
- Dagmara Avelar — cosponsor (person)
- Daniel Didech — cosponsor (person)
- David Koehler — cosponsor (person)
- Diane Blair-Sherlock — cosponsor (person)
- Edgar González, Jr. — cosponsor (person)
- Elizabeth "Lisa" Hernandez — cosponsor (person)
- Eva-Dina Delgado — cosponsor (person)
- Graciela Guzmán — cosponsor (person)
- Gregg Johnson — cosponsor (person)
- Hoan Huynh — cosponsor (person)
- Jaime M. Andrade, Jr. — cosponsor (person)
- Jehan Gordon-Booth — cosponsor (person)
- Jennifer Gong-Gershowitz — cosponsor (person)
- Joyce Mason — cosponsor (person)
- Kam Buckner — cosponsor (person)
- Karina Villa — cosponsor (person)
- Kelly M. Cassidy — cosponsor (person)
- Kevin John Olickal — cosponsor (person)
- Laura Faver Dias — cosponsor (person)
- Laura Fine — cosponsor (person)
- Lilian Jiménez — cosponsor (person)
- Lindsey LaPointe — cosponsor (person)
- Lisa Davis — cosponsor (person)
- Marcus C. Evans, Jr. — cosponsor (person)
- Margaret Croke — cosponsor (person)
- Martha Deuter — cosponsor (person)
- Mary Beth Canty — cosponsor (person)
- Mary Edly-Allen — cosponsor (person)
- Maura Hirschauer — cosponsor (person)
- Michael Crawford — cosponsor (person)
- Michael W. Halpin — cosponsor (person)
- Michelle Mussman — cosponsor (person)
- Mike Simmons — cosponsor (person)
- Nicolle Grasse — cosponsor (person)
- Norma Hernandez — cosponsor (person)
- Robert Peters — cosponsor (person)
- Robyn Gabel — cosponsor (person)
- Sara Feigenholtz — cosponsor (person)
- Sharon Chung — cosponsor (person)
- Theresa Mah — cosponsor (person)
- Will Guzzardi — cosponsor (person)
Timeline
The legislative action history — every referral, reading, and vote.
- 2025-02-04 Filed with the Clerk by Rep. Diane Blair-Sherlock
filing - 2025-02-04 First Reading
reading-1 - 2025-02-04 Referred to Rules Committee
- 2025-03-04 Assigned to Judiciary - Civil Committee
referral-committee - 2025-03-11 House Committee Amendment No. 1 Filed with Clerk by Rep. Diane Blair-Sherlock
amendment-introduction - 2025-03-11 House Committee Amendment No. 1 Referred to Rules Committee
- 2025-03-12 House Committee Amendment No. 1 Rules Refers to Judiciary - Civil Committee
- 2025-03-18 Added Co-Sponsor Rep. Dave Vella
- 2025-03-18 Added Co-Sponsor Rep. Jennifer Gong-Gershowitz
- 2025-03-18 Added Co-Sponsor Rep. Eva-Dina Delgado
- 2025-03-18 Added Co-Sponsor Rep. Michelle Mussman
- 2025-03-18 Removed Co-Sponsor Rep. Dave Vella
- 2025-03-18 Removed Co-Sponsor Rep. Eva-Dina Delgado
- 2025-03-19 House Committee Amendment No. 1 Adopted in Judiciary - Civil Committee; by Voice Vote
amendment-passage - 2025-03-19 Do Pass as Amended / Short Debate Judiciary - Civil Committee; 013-007-000
- 2025-03-19 Placed on Calendar 2nd Reading - Short Debate
reading-2 - 2025-03-25 House Floor Amendment No. 2 Filed with Clerk by Rep. Diane Blair-Sherlock
amendment-introduction - 2025-03-25 House Floor Amendment No. 2 Referred to Rules Committee
- 2025-03-26 House Floor Amendment No. 2 Rules Refers to Judiciary - Civil Committee
- 2025-03-26 Second Reading - Short Debate
reading-2 - 2025-03-26 Held on Calendar Order of Second Reading - Short Debate
reading-2 - 2025-04-07 House Floor Amendment No. 3 Filed with Clerk by Rep. Diane Blair-Sherlock
amendment-introduction - 2025-04-07 House Floor Amendment No. 3 Referred to Rules Committee
- 2025-04-07 House Floor Amendment No. 3 Rules Refers to Judiciary - Civil Committee
- 2025-04-09 House Floor Amendment No. 3 Recommends Be Adopted Judiciary - Civil Committee; 013-007-000
committee-passage-favorable - 2025-04-10 House Floor Amendment No. 3 Adopted
amendment-passage - 2025-04-10 Placed on Calendar Order of 3rd Reading - Short Debate
- 2025-04-10 Third Reading - Short Debate - Passed 075-038-000
passage, reading-3 - 2025-04-10 House Floor Amendment No. 2 Tabled
amendment-failure - 2025-04-14 Arrive in Senate
introduction - 2025-04-14 Placed on Calendar Order of First Reading
reading-1 - 2025-04-14 Chief Senate Sponsor Sen. Robert F. Martwick
- 2025-04-14 First Reading
reading-1 - 2025-04-14 Referred to Assignments
- 2025-05-08 Assigned to Executive
referral-committee - 2025-05-09 Rule 2-10 Committee Deadline Established As May 23, 2025
- 2025-05-13 Senate Committee Amendment No. 1 Filed with Secretary by Sen. Don Harmon
amendment-introduction - 2025-05-13 Senate Committee Amendment No. 1 Referred to Assignments
- 2025-05-13 Alternate Chief Sponsor Changed to Sen. Don Harmon
- 2025-05-14 Senate Committee Amendment No. 1 Assignments Refers to Executive
- 2025-05-14 Senate Committee Amendment No. 1 Adopted
amendment-passage - 2025-05-15 Do Pass as Amended Executive; 009-004-000
- 2025-05-15 Placed on Calendar Order of 2nd Reading
reading-2 - 2025-05-15 Second Reading
reading-2 - 2025-05-15 Placed on Calendar Order of 3rd Reading May 20, 2025
- 2025-05-23 Rule 2-10 Third Reading/Passage Deadline Established As June 1, 2025
- 2025-05-28 Senate Floor Amendment No. 2 Filed with Secretary by Sen. Don Harmon
amendment-introduction - 2025-05-28 Senate Floor Amendment No. 2 Referred to Assignments
- 2025-05-28 Senate Floor Amendment No. 2 Assignments Refers to Executive
- 2025-05-28 Chief Sponsor Changed to Rep. Tracy Katz Muhl
- 2025-05-28 Added Chief Co-Sponsor Rep. Kelly M. Cassidy
- 2025-05-28 Added Chief Co-Sponsor Rep. Theresa Mah
- 2025-05-28 Added Co-Sponsor Rep. Nicolle Grasse
- 2025-05-28 Added Co-Sponsor Rep. Anne Stava
- 2025-05-28 Added Co-Sponsor Rep. Mary Beth Canty
- 2025-05-28 Added Co-Sponsor Rep. Daniel Didech
- 2025-05-28 Added Co-Sponsor Rep. Robyn Gabel
- 2025-05-28 Added Co-Sponsor Rep. Margaret Croke
- 2025-05-28 Added Co-Sponsor Rep. Will Guzzardi
- 2025-05-28 Added Co-Sponsor Rep. Kam Buckner
- 2025-05-28 Added Co-Sponsor Rep. Dagmara Avelar
- 2025-05-28 Added Co-Sponsor Rep. Ann M. Williams
- 2025-05-28 Added Co-Sponsor Rep. Amy Briel
- 2025-05-28 Added Co-Sponsor Rep. Hoan Huynh
- 2025-05-28 Added Co-Sponsor Rep. Barbara Hernandez
- 2025-05-28 Added Co-Sponsor Rep. Bob Morgan
- 2025-05-28 Added Co-Sponsor Rep. Aarón M. Ortíz
- 2025-05-28 Added Co-Sponsor Rep. Marcus C. Evans, Jr.
- 2025-05-28 Added Co-Sponsor Rep. Jehan Gordon-Booth
- 2025-05-28 Added Co-Sponsor Rep. Lilian Jiménez
- 2025-05-28 Added Co-Sponsor Rep. Joyce Mason
- 2025-05-28 Added Co-Sponsor Rep. Kevin John Olickal
- 2025-05-28 Added Co-Sponsor Rep. Sharon Chung
- 2025-05-28 Added Co-Sponsor Rep. Laura Faver Dias
- 2025-05-28 Added Co-Sponsor Rep. Elizabeth "Lisa" Hernandez
- 2025-05-28 Added Co-Sponsor Rep. Norma Hernandez
- 2025-05-28 Added Co-Sponsor Rep. Maura Hirschauer
- 2025-05-28 Added Co-Sponsor Rep. Camille Y. Lilly
- 2025-05-28 Added Co-Sponsor Rep. Jaime M. Andrade, Jr.
- 2025-05-28 Added Co-Sponsor Rep. Lisa Davis
- 2025-05-28 Added Co-Sponsor Rep. Edgar González, Jr.
- 2025-05-28 Added Co-Sponsor Rep. Gregg Johnson
- 2025-05-28 Added Co-Sponsor Rep. Anna Moeller
- 2025-05-28 Added Co-Sponsor Rep. Lindsey LaPointe
- 2025-05-28 Added Co-Sponsor Rep. Michael Crawford
- 2025-05-28 Added Co-Sponsor Rep. Diane Blair-Sherlock
- 2025-05-28 Added Chief Co-Sponsor Rep. Kam Buckner
- 2025-05-28 Removed Co-Sponsor Rep. Kam Buckner
- 2025-05-28 Senate Floor Amendment No. 2 Recommend Do Adopt Executive; 009-004-000
- 2025-05-28 Added Chief Co-Sponsor Rep. Eva-Dina Delgado
- 2025-05-29 Added as Alternate Co-Sponsor Sen. Mary Edly-Allen
- 2025-05-29 Added as Alternate Co-Sponsor Sen. Michael W. Halpin
- 2025-05-29 Added as Alternate Co-Sponsor Sen. David Koehler
- 2025-05-29 Added as Alternate Co-Sponsor Sen. Mike Simmons
- 2025-05-29 Added as Alternate Co-Sponsor Sen. Adriane Johnson
- 2025-05-29 Recalled to Second Reading
reading-2 - 2025-05-29 Senate Floor Amendment No. 2 Adopted; Harmon
amendment-passage - 2025-05-29 Placed on Calendar Order of 3rd Reading
- 2025-05-29 Third Reading - Passed; 036-019-000
passage, reading-3 - 2025-05-29 Arrived in House
introduction - 2025-05-29 Placed on Calendar Order of Concurrence Senate Amendment(s) 1, 2
- 2025-05-29 Senate Committee Amendment No. 1 Motion Filed Concur Rep. Tracy Katz Muhl
- 2025-05-29 Senate Floor Amendment No. 2 Motion Filed Concur Rep. Tracy Katz Muhl
- 2025-05-29 Senate Committee Amendment No. 1 Motion to Concur Referred to Rules Committee
- 2025-05-29 Senate Floor Amendment No. 2 Motion to Concur Referred to Rules Committee
- 2025-05-29 Added as Alternate Chief Co-Sponsor Sen. Celina Villanueva
- 2025-05-29 Added as Alternate Chief Co-Sponsor Sen. Sara Feigenholtz
- 2025-05-29 Added as Alternate Co-Sponsor Sen. Robert Peters
- 2025-05-30 Added as Alternate Co-Sponsor Sen. Laura Fine
- 2025-05-30 Added as Alternate Co-Sponsor Sen. Graciela Guzmán
- 2025-05-30 Senate Committee Amendment No. 1 Motion to Concur Rules Referred to Judiciary - Civil Committee
- 2025-05-30 Senate Floor Amendment No. 2 Motion to Concur Rules Referred to Judiciary - Civil Committee
- 2025-05-30 Added as Alternate Co-Sponsor Sen. Karina Villa
- 2025-05-30 Senate Committee Amendment No. 1 Motion to Concur Recommends Be Adopted Judiciary - Civil Committee; 013-007-000
- 2025-05-30 Senate Floor Amendment No. 2 Motion to Concur Recommends Be Adopted Judiciary - Civil Committee; 013-007-000
- 2025-05-31 Senate Committee Amendment No. 1 House Concurs 077-040-000
- 2025-05-31 Senate Floor Amendment No. 2 House Concurs 077-040-000
- 2025-05-31 House Concurs
- 2025-05-31 Passed Both Houses
- 2025-05-31 Added Co-Sponsor Rep. Martha Deuter
- 2025-06-09 Sent to the Governor
executive-receipt - 2025-08-08 Governor Amendatory Veto
executive-veto - 2025-10-14 Placed on Calendar Amendatory Veto
- 2025-10-14 Amendatory Veto Motion - Motion Filed Accept Amendatory Veto Rep. Tracy Katz Muhl
- 2025-10-14 Amendatory Veto Motion - Motion Referred to Rules Committee
- 2025-10-14 Amendatory Veto Motion - Accept Motion Recommends Be Adopted Rules Committee; 005-000-000
committee-passage-favorable - 2025-10-15 3/5 Vote Required
- 2025-10-15 Amendatory Veto Motion - Motion Prevailed 074-038-000
- 2025-10-15 Placed on Calendar Amendatory Veto October 28, 2025
- 2025-10-28 Amendatory Veto Motion - Motion Filed Accept Amendatory Veto Sen. Don Harmon
- 2025-10-28 Amendatory Veto Motion - Motion Referred to Assignments
- 2025-10-28 Amendatory Veto Motion - Approved for Consideration Assignments
- 2025-10-29 Accept Amendatory Veto - Senate Passed 038-016-000
- 2025-10-29 3/5 Vote Required
- 2025-10-29 Both Houses Accepted Amendatory Veto
- 2025-11-21 Sent to the Governor
executive-receipt - 2025-12-12 Governor Certifies Changes
- 2025-12-12 Effective Date December 12, 2025; some provisions
- 2025-12-12 Effective Date January 1, 2026; some provisions
- 2025-12-12 Public Act . . . . . . . . . 104-0448
became-law
Source
OpenStates / OpenCivicData bulk snapshot 2026-07-01; origin ocd-bill/41cb04fd-d282-4cda-b4dc-73a48fa4c42c. Confidence: reported (aggregated from official Illinois legislature records).