Relating to probate law, including charitable organizations as named beneficiaries

Sponsored by the House Judiciary Committee

Topics:Courts & civil law

Same legislation: HF 515, HF 2366

Write your legislators about itWhat changed before it passed

Official bill page Lobbyist declarations One-pager to print

Where it is now

Done: IntroducedMarch 1, 2023
Done: SubcommitteeMarch 1, 2023
Done: House committeeMarch 2, 2023
Done: Passes the HouseFebruary 26, 202495–0
Done: Senate committeeMarch 13, 2024
Done: Passes the SenateApril 3, 202448–0
Done: To the GovernorApril 23, 2024
Done: Signed into lawMay 3, 2024

Became HF 2366 → Its progress continues under the new number. Go to HF 2366 What’s a funnel?

What’s in it

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.

Read the full explanation

The bill provides that upon completion of the bill’s requirements, the charitable organization shall receive the decedent’s property as the beneficiary and a transfer agent of a security described in the affidavit shall change registered ownership on the books of the corporation from the decedent to or for the benefit of the successor. The bill provides that a person in good faith that relies upon and has no knowledge that the representations in the affidavit are incorrect shall not be liable to any person for so acting in reliance of the affidavit. The person who received the request has days to verify the affidavit and provide the information or requested property to the charitable organization. Upon failing to do so the charitable organization may bring an action to recover the property, information, or to compel the delivery of the property against the person to whom the charitable organization presented the affidavit. The bill allows an action to be brought within one year after the date of the act or failure to act. If the charitable organization prevails in the court action, the court may also award damages sustained, costs of the action, a penalty determined by the court of not less than $500 and not more than $10,000, and reasonable attorney fees.

From the explanation printed with the bill as introduced, written by the Legislative Services Agency. Amendments adopted later aren’t reflected. Full bill text · What changed before it passed

House subcommittee

Named January 24, 2024. On January 30, 2024 it recommended passage. Vote Total: 3-0.

Three legislators hear a bill first and recommend what the committee should do; it’s the best time to weigh in. How to take part

Iowa Code it changes

Creates§633.358

Read from the bill as introduced. Each links to every bill touching that chapter of the Iowa Code. How the Code works

Lobbying

2 for · 0 against · 4 undecided · Who →

Family tree

Where this legislation came from and where it went: earlier tries, the versions it moved through this Assembly, and later bills built on it.

90th General Assembly

HF 515Renumbered HF 649Renumberedfrom HF 515 HF 2366Became lawfrom HF 649

Earlier and later bills are matched by wording or an identical title; check the text to be sure it’s the same idea.