Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
6.5 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
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| Bill | Distributions to charitable beneficiaries. | Provides that an applicant for a certificate of death has a direct interest in a certificate of death if the applicant is a beneficiary of the deceased's individual retirement account, retirement account, brokerage transfer on death account, annuity, or life insurance policy. Provides that if a charitable organization is designated as the beneficiary of an individual retirement account, retirement account, brokerage transfer on death account, annuity, or life insurance policy, a financial institution or insurance company in control of the funds must transfer the funds directly to the charitable organization without requiring certain conditions to be satisfied, if the: (1) charitable organization submits a certain affidavit. | us/states/in | Indiana General Assembly | 2025 | HB 1081 | Indiana HB 1081 (2025) |
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enacted |
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4 | 34 | 4 | 2025-01-08 | 2025-05-06 | openstates | ocd-bill/7e159fa4-7b04-40d1-b28e-ed885c15706e | https://api.iga.in.gov/2025/bills/hb1081 | e992ddccc93c16a99bd3a79934439780c8e1f499c6fa2e3107e59315d016673d | 2026-07-01 | https://data.openstates.org/daily/2026-07-01/public.pgdump | 2026-07-06 | reported |
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Indiana HB 1081 (2025) — Distributions to charitable beneficiaries.
Provides that an applicant for a certificate of death has a direct interest in a certificate of death if the applicant is a beneficiary of the deceased's individual retirement account, retirement account, brokerage transfer on death account, annuity, or life insurance policy. Provides that if a charitable organization is designated as the beneficiary of an individual retirement account, retirement account, brokerage transfer on death account, annuity, or life insurance policy, a financial institution or insurance company in control of the funds must transfer the funds directly to the charitable organization without requiring certain conditions to be satisfied, if the: (1) charitable organization submits a certain affidavit.
Version chain
The bill's text revisions, in order — the diff chain from filing to enrollment.
- Engrossed House Bill (H) (committee substitute) — source
- Enrolled House Bill (H) (committee substitute) — source
- House Bill (S) (committee substitute) — source
- Introduced House Bill (H) (committee substitute) — source
Votes
- HB 1081 - Manning — 91–0 (pass) · lower
- HB 1081 - Baldwin — 47–0 (pass) · upper
- HB 1081 - Baldwin - 3rd Reading — 49–0 (pass) · upper
- HB 1081 - Manning - 3rd Reading — 91–0 (pass) · lower
Sponsors
- Ethan Manning — primary (person)
- Scott Baldwin — primary (person)
- Jake Teshka — coauthor (person)
- Kyle Pierce — coauthor (person)
- Lonnie Randolph — cosponsor (person)
- Mike Andrade — coauthor (person)
Timeline
The legislative action history — every referral, reading, and vote.
- 2025-01-08 First reading: referred to Committee on Financial Institutions
reading-1, referral-committee - 2025-01-08 Authored by Representative Manning
- 2025-01-21 Committee report: amend do pass, adopted
committee-passage - 2025-01-27 Second reading: ordered engrossed
reading-2 - 2025-01-28 Senate sponsor: Senator Baldwin
- 2025-01-28 Representatives Teshka, Pierce K, Andrade added as coauthors
- 2025-01-28 Third reading: passed; Roll Call 23: yeas 91, nays 0
passage, reading-3, reading-3 - 2025-01-29 Referred to the Senate
referral - 2025-02-18 First reading: referred to Committee on Insurance and Financial Institutions
reading-1, referral-committee - 2025-03-13 Committee report: amend do pass, adopted
committee-passage - 2025-03-13 Senator Randolph added as cosponsor
- 2025-03-17 Second reading: ordered engrossed
reading-2 - 2025-03-18 Placed back on second reading
- 2025-03-31 Amendment #2 (Bassler) prevailed; voice vote
amendment-passage - 2025-03-31 Amendment #1 (Bassler) prevailed; voice vote
amendment-passage - 2025-03-31 Amendment #3 (Gaskill) prevailed; voice vote
amendment-passage - 2025-03-31 Reread second time: amended, ordered engrossed
reading-2 - 2025-04-02 Motion to dissent filed
filing - 2025-04-01 Third reading: passed; Roll Call 322: yeas 49, nays 0
passage, reading-3, reading-3 - 2025-04-02 Returned to the House with amendments
receipt - 2025-04-03 House dissented from Senate amendments
- 2025-04-10 Senate conferees appointed: Baldwin and Randolph Lonnie M
- 2025-04-10 House conferees appointed: Manning and Andrade
- 2025-04-10 House advisors appointed: Teshka, Pierce K and Miller K
- 2025-04-10 Senate advisors appointed: Qaddoura and Schmitt
- 2025-04-22 CCR # 1 filed in the House
filing - 2025-04-22 CCR # 1 filed in the Senate
filing - 2025-04-22 Rules Suspended. Conference Committee Report 1: adopted by the House; Roll Call 517: yeas 91, nays 0
- 2025-04-23 Signed by the Speaker
passage - 2025-04-23 Conference Committee Report 1: adopted by the Senate; Roll Call 495: yeas 47, nays 0
- 2025-04-24 Signed by the President Pro Tempore
passage - 2025-05-06 Signed by the Governor
executive-signature - 2025-04-29 Signed by the President of the Senate
passage - 2025-05-06 Public Law 220
became-law
Source
OpenStates / OpenCivicData bulk snapshot 2026-07-01; origin ocd-bill/7e159fa4-7b04-40d1-b28e-ed885c15706e. Confidence: reported (aggregated from official Indiana legislature records).