HF 515: Relating to probate law, including charitable organizations as named beneficiaries

What it does

This bill relates to probate law regarding charitable organizations named as beneficiaries of an estate. The bill allows a charitable organization to present an affidavit to any person for the purpose of obtaining property, or information regarding property, owned by a decedent for which the charitable organization is a named beneficiary. The bill provides the representations and requirements of the affidavit presented. The bill prohibits a person from requesting any additional personal information of an individual employed by, or serving on the board of, such charitable organization.

House subcommittee · named March 1, 2023

• Rep. Bill Gustoff (R) · bill.gustoff@legis.iowa.gov
• Rep. Brian Meyer (D) · brian.meyer@legis.iowa.gov
• Rep. Carter F. Nordman (R) · carter.nordman@legis.iowa.gov

Lobbying · 2 for, 0 against

For: Iowa State Bar Association; The Iowa Academy of Trust and Estate Counsel

In plain words

1. March 1, 2023Filed in the House and sent to the Judiciary committee
2. March 1, 2023House subcommittee named: Gustoff, Meyer, B. and Nordman
3. March 2, 2023Subcommittee recommended passing it
4. March 2, 2023Approved by the House committee
5. March 7, 2023Approved by the House committee, and given a new number: HF 649
6. February 26, 2024Withdrawn