Fabio
97 lines
7.1 KiB
Markdown
97 lines
7.1 KiB
Markdown
---
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type: "Bill"
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title: "Fiduciaries; good faith reliance on certificate of qualification of a personal representative."
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description: "Fiduciaries; good faith reliance on certificate of qualification. Provides that any individual or entity conducting business in good faith with a personal representative who presents a currently effective certificate of qualification may presume that the personal representative is properly authorized to act as to any matter or transaction. The bill further provides that if such individual or entity refuses to accept a certificate of qualification for a personal representative or a guardian or conservator who has been appointed for an incapacitated person, such individual or entity is subject to (i) a court order mandating acceptance of the certificate of qualification and (ii) liability for reasonable attorney fees and costs incurred in any action or proceeding that confirms the validity of the certificate of qualification or mandates acceptance of the certificate of qualification. The bill further provides that any individual or entity shall either accept or reject a certificate of qualification of such personal representative or such guardian or conservator no later than seven business days after presentation of such certificate. The bill specifies certain circumstances under which an individual or entity is not required to accept such a certificate for a transaction."
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jurisdiction: "us/states/va"
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legislature: "Virginia General Assembly"
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session: "2020"
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identifier: "HB 1411"
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citation: "Virginia HB 1411 (2020)"
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classification: ["bill"]
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subjects: []
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status: "enacted"
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primary_sponsors: ["James A. \"Jay\" Leftwich"]
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version_count: 4
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action_count: 30
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vote_count: 7
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first_action: "2020-01-08"
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last_action: "2020-04-06"
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source: "openstates"
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source_identifier: "ocd-bill/869de695-4a8f-48d7-9ca0-d69bbe2a33dc"
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source_url: "https://lis.virginia.gov/cgi-bin/legp604.exe?201+sum+HB1411"
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source_hash: "3fd8a87a11788954d3546f95685b60c36a756c3e5bb40f824e48e53218d2dcf4"
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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-va"]
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---
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# Virginia HB 1411 (2020) — Fiduciaries; good faith reliance on certificate of qualification of a personal representative.
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Fiduciaries; good faith reliance on certificate of qualification. Provides that any individual or entity conducting business in good faith with a personal representative who presents a currently effective certificate of qualification may presume that the personal representative is properly authorized to act as to any matter or transaction. The bill further provides that if such individual or entity refuses to accept a certificate of qualification for a personal representative or a guardian or conservator who has been appointed for an incapacitated person, such individual or entity is subject to (i) a court order mandating acceptance of the certificate of qualification and (ii) liability for reasonable attorney fees and costs incurred in any action or proceeding that confirms the validity of the certificate of qualification or mandates acceptance of the certificate of qualification. The bill further provides that any individual or entity shall either accept or reject a certificate of qualification of such personal representative or such guardian or conservator no later than seven business days after presentation of such certificate. The bill specifies certain circumstances under which an individual or entity is not required to accept such a certificate for a transaction.
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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. **Acts of Assembly Chapter text (CHAP0702)** (committee substitute) — [source](https://lis.virginia.gov/cgi-bin/legp604.exe?201+ful+CHAP0702)
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2. **Bill text as passed House and Senate (HB1411ER)** (committee substitute) — [source](https://lis.virginia.gov/cgi-bin/legp604.exe?201+ful+HB1411ER)
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3. **Engrossed by House - committee substitute HB1411H1** (committee substitute) — [source](https://lis.virginia.gov/cgi-bin/legp604.exe?201+ful+HB1411)
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4. **Engrossed by House - committee substitute HB1411H1** (committee substitute) — [source](https://lis.virginia.gov/cgi-bin/legp604.exe?201+ful+HB1411H1)
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## Votes
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- Reported from Courts of Justice with substitute (19-Y 0-N) — **19–0** (pass) · lower
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- Reported from Judiciary (14-Y 0-N 1-A) — **14–0** (pass) · upper
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- VOTE: Adoption (97-Y 0-N) — **96–0** (pass) · lower
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- Constitutional reading dispensed (39-Y 0-N) — **39–0** (pass) · upper
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- VOTE: Block Vote Passage (99-Y 0-N) — **98–0** (pass) · lower
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- Subcommittee recommends reporting with substitute (8-Y 0-N) — **8–0** (pass) · lower
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- Passed Senate with amendments (40-Y 0-N) — **40–0** (pass) · upper
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## Sponsors
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- James A. "Jay" Leftwich — primary (person)
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- Paul E. Krizek — cosponsor (person)
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## Timeline
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The legislative action history — every referral, reading, and vote.
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- **2020-01-08** Prefiled and ordered printed; offered 01/08/20 20102474D `introduction`
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- **2020-01-08** Referred to Committee for Courts of Justice `referral-committee`
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- **2020-01-29** House committee, floor amendments and substitutes offered
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- **2020-01-29** Subcommittee recommends reporting with substitute (8-Y 0-N)
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- **2020-01-31** Committee substitute printed 20105977D-H1 `substitution`
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- **2020-01-31** Reported from Courts of Justice with substitute (19-Y 0-N) `committee-passage`
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- **2020-02-04** Read first time `reading-1`
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- **2020-02-05** Read second time `reading-2`
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- **2020-02-05** Committee substitute agreed to 20105977D-H1
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- **2020-02-05** Engrossed by House - committee substitute HB1411H1
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- **2020-02-06** Read third time and passed House BLOCK VOTE (99-Y 0-N) `passage, reading-3`
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- **2020-02-06** VOTE: Block Vote Passage (99-Y 0-N)
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- **2020-02-07** Constitutional reading dispensed
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- **2020-02-07** Referred to Committee on the Judiciary `referral-committee`
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- **2020-02-24** Reported from Judiciary (14-Y 0-N 1-A) `committee-passage`
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- **2020-02-25** Constitutional reading dispensed (39-Y 0-N)
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- **2020-02-26** Read third time `reading-3`
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- **2020-02-26** Reading of amendments waived
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- **2020-02-26** Amendments by Senator Obenshain agreed to `amendment-passage`
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- **2020-02-26** Engrossed by Senate as amended
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- **2020-02-26** Passed Senate with amendments (40-Y 0-N) `passage`
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- **2020-02-28** Placed on Calendar
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- **2020-02-28** Senate amendments agreed to by House (97-Y 0-N)
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- **2020-02-28** VOTE: Adoption (97-Y 0-N)
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- **2020-03-05** Enrolled
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- **2020-03-06** Signed by Speaker
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- **2020-03-06** Signed by President
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- **2020-03-12** Enrolled Bill communicated to Governor on March 12, 2020
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- **2020-03-12** Governor's Action Deadline 11:59 p.m., April 11, 2020
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- **2020-04-06** Approved by Governor-Chapter 702 (effective 7/1/20) `executive-signature`
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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/869de695-4a8f-48d7-9ca0-d69bbe2a33dc`. Confidence: reported (aggregated from official Virginia legislature records).
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