ESTATES AND TRUSTS

Status of Legislation
Total number of Bills: 26

• 

  HB 138

  Status as of February 22, 2006: Bill is in the House - First Reading Ways and Means

  Sponsored By

  Delegates Krebs, Aumann, Bartlett, Bates, Cluster, Cryor, Dwyer, Eckardt, Elliott, Elmore, Frank, Glassman, Haddaway, Hogan, Jennings, Kohl, McComas, McMillan, O'Donnell, Parrott, Shank, Shewell, Smigiel, Sossi, Stocksdale, Stull, Trueschler, and Weir

  Entitled

  Maryland Estate Tax - Family Home Protection Act

  Committee
  Assignments

  House: Ways and Means
  

• 

  HB 154

  Status as of February 22, 2006: Bill is in the House - First Reading Ways and Means

  Sponsored By

  Delegates Costa, Boschert, Cadden, Dwyer, Edwards, Gilleland, Glassman, Haddaway, Hogan, Kohl, Leopold, Love, Mayer, McComas, McConkey, McKee, McMillan, Myers, O'Donnell, Shewell, Smigiel, Sophocleus, and Weldon

  Entitled

  Maryland Estate Tax - Federal Credit and Deduction for State Death Taxes and Unified Credit Effective Exemption Amount

  Committee
  Assignments

  House: Ways and Means
  

• 

  HB 236

  Status as of February 22, 2006: Bill is in the House - First Reading Ways and Means

  Sponsored By

  Delegates Glassman, Aumann, Barkley, Cluster, Conroy, Cryor, Dumais, Elliott, Frank, Haddaway, Hogan, Impallaria, James, Jennings, Kach, Kohl, Krebs, Mayer, McComas, McConkey, McDonough, Rudolph, Shank, Shewell, Smigiel, Sossi, Stocksdale, Stull, and Weldon

  Entitled

  Maryland Estate Tax - Exclusion for Family Farms Subject to Agricultural Preservation Easements

  Committee
  Assignments

  House: Ways and Means
  

• 

  HB 271

  Status as of May 26, 2006: Vetoed by the Governor - Duplicative

  Sponsored By

  Delegates Bromwell and Haynes

  Entitled

  Life Insurance - Insurable Interests - Trustees, Partnerships, Limited Partnerships, and Limited Liability Companies

  Committee
  Assignments

  House: Health and Government Operations
  Senate: Finance

• 

  HB 307

  Status as of February 22, 2006: Bill is in the House - First Reading Ways and Means

  Sponsored By

  The Speaker (By Request - Administration) and Delegates Aumann, Bartlett, Bates, Benson, Bohanan, Boschert, Boteler, Cluster, Cryor, DeBoy, Donoghue, Dwyer, Eckardt, Edwards, Elliott, Elmore, Frank, Gilleland, Glassman, Haddaway, Hogan, Impallaria, Jennings, Kach, Kelly, Kohl, Krebs, Leopold, Mayer, McComas, McConkey, McDonough, McKee, McMillan, Miller, Moe, Myers, O'Donnell, Parrott, Shank, Shewell, Smigiel, Sossi, Stocksdale, Stull, Trueschler, Weir, Weldon, and Zirkin

  Entitled

  Maryland Estate Tax Modernization Act

  Committee
  Assignments

  House: Ways and Means
  

• 

  HB 340

  Status as of February 22, 2006: Bill is in the House - First Reading Ways and Means

  Sponsored By

  Delegates McConkey, Bartlett, V. Clagett, Cluster, Costa, Dwyer, Elmore, Gilleland, Glassman, Haddaway, Holmes, Mayer, McMillan, Myers, Parker, Pugh, Sophocleus, and Weir

  Entitled

  Maryland Estate Tax - Unified Credit Effective Exemption Amount

  Committee
  Assignments

  House: Ways and Means
  

• 

  HB 371

  Status as of February 20, 2006: Bill is in the House - Unfavorable Judiciary

  Sponsored By

  Delegates Aumann, Bates, Boteler, DeBoy, Eckardt, Elliott, Elmore, Frank, Haddaway, Hogan, Kelly, Kohl, Krebs, Leopold, Mayer, McDonough, McKee, Miller, Minnick, O'Donnell, Shank, Shewell, Sossi, Stocksdale, Stull, Trueschler, Walkup, Weir, and Weldon

  Entitled

  Estates and Trusts - Information Provided to Register of Wills - Payment of Inheritance Tax

  Committee
  Assignments

  House: Judiciary
  

• 

  HB 372

  Status as of February 20, 2006: Bill is in the House - Unfavorable Judiciary

  Sponsored By

  Delegates Aumann, Bates, Boteler, Eckardt, Elliott, Elmore, Frank, Hogan, Kelly, Kohl, Krebs, McKee, Miller, Smigiel, Sossi, Stocksdale, Stull, and Weir

  Entitled

  Estates - Use of Property Tax Assessment for Valuation of Real and Leasehold Property - Repeal

  Committee
  Assignments

  House: Judiciary
  

• 

  HB 546

  Status as of May 26, 2006: Vetoed by the Governor - Duplicative

  Sponsored By

  Delegate Dumais

  Entitled

  Estates and Trusts - Transfers to Minors - Joint Custodians

  Committee
  Assignments

  House: Judiciary
  Senate: Judicial Proceedings

• 

  HB 554

  Status as of February 22, 2006: Bill is in the House - First Reading Ways and Means

  Sponsored By

  Chairman, Ways and Means Committee (By Request - Departmental - Comptroller)

  Entitled

  Maryland Estate Tax

  Committee
  Assignments

  House: Ways and Means
  

• 

  HB 645

  Status as of March 6, 2006: Bill is in the House - Withdrawn Judiciary

  Sponsored By

  Delegate Simmons

  Entitled

  Estates and Trusts - Fiduciaries - Directions from Advisors

  Committee
  Assignments

  House: Judiciary
  

• 

  HB 717

  Status as of May 16, 2006: Became Law - Chapter 470

  Sponsored By

  Delegates Costa, Barve, Benson, Boschert, Cadden, V. Clagett, Elliott, Frank, Gilleland, Hammen, Hubbard, Kach, Kaiser, Kullen, Leopold, Mandel, McDonough, Murray, Oaks, Ross, Rudolph, Sophocleus, Taylor, V. Turner, and Vaughn

  Entitled

  Trusts for Individuals with a Disability - Housing Programs and Homeowners' Property Tax Credit - Eligibility

  Committee
  Assignments

  House: Ways and Means
  Senate: Budget and Taxation

• 

  HB 1219

  Status as of May 26, 2006: Vetoed by the Governor - Duplicative

  Sponsored By

  Delegates Cardin, Aumann, Bartlett, Feldman, Holmes, Hubbard, and McKee

  Entitled

  Maryland Estate Tax

  Committee
  Assignments

  House: Ways and Means
  Senate: Budget and Taxation

• 

  HB 1348

  Status as of February 22, 2006: Bill is in the House - First Reading Ways and Means

  Sponsored By

  Delegate Trueschler

  Entitled

  Maryland Estate Tax - Unified Credit Effective Exemption Amount and Deduction for State Death Taxes

  Committee
  Assignments

  House: Ways and Means
  

• 

  HB 1528

  Status as of March 20, 2006: Bill is in the House - Withdrawn Judiciary

  Sponsored By

  Delegate Goodwin

  Entitled

  Property - Foreclosure on Decedent's Property - Notification Required

  Committee
  Assignments

  House: Judiciary
  

• 

  SB 2

  Status as of May 2, 2006: Became Law - Chapter 225

  Sponsored By

  Senators Currie, Brinkley, DeGrange, Garagiola, Hogan, Jones, Kasemeyer, Kramer, Lawlah, McFadden, Munson, Ruben, Schrader, and Stoltzfus

  Entitled

  Maryland Estate Tax

  Committee
  Assignments

  Senate: Budget and Taxation
  House: Ways and Means

• 

  SB 224

  Status as of February 10, 2006: Bill is in the Senate - First Reading Budget and Taxation

  Sponsored By

  The President (By Request - Administration) and Senators Brinkley, Colburn, Giannetti, Greenip, Haines, Hooper, Jacobs, Kasemeyer, Kittleman, Mooney, Schrader, and Stoltzfus

  Entitled

  Maryland Estate Tax Modernization Act

  Committee
  Assignments

  Senate: Budget and Taxation
  

• 

  SB 235

  Status as of March 22, 2006: Bill is in the House - First Reading Judiciary

  Sponsored By

  Senator Green

  Entitled

  Estates and Trusts - Trust For Care of Animal

  Committee
  Assignments

  Senate: Judicial Proceedings
  House: Judiciary

• 

  SB 295

  Status as of February 10, 2006: Bill is in the Senate - First Reading Budget and Taxation

  Sponsored By

  Senators Brochin, Klausmeier, and Mooney

  Entitled

  Maryland Estate Tax - Unified Credit Effective Exemption Amount and Deduction for State Death Taxes

  Committee
  Assignments

  Senate: Budget and Taxation
  

• 

  SB 300

  Status as of May 26, 2006: Became Law - Chapter 516

  Sponsored By

  Senators Kelley, Astle, Exum, Hafer, Hooper, Klausmeier, Brinkley, Garagiola, Gladden, Middleton, and Teitelbaum

  Entitled

  Life Insurance - Insurable Interests - Trustees, Partnerships, Limited Partnerships, and Limited Liability Companies

  Committee
  Assignments

  Senate: Finance
  House: Health and Government Operations

• 

  SB 545

  Status as of April 6, 2006: Became Law - Chapter 30

  Sponsored By

  Senator Giannetti

  Entitled

  Inheritance Tax - Exemption for Property Passing to Family Partnership or Limited Liability Company

  Committee
  Assignments

  Senate: Budget and Taxation
  House: Ways and Means

• 

  SB 550

  Status as of May 16, 2006: Became Law - Chapter 435

  Sponsored By

  Senator Stone

  Entitled

  Estates and Trusts - Transfers to Minors - Joint Custodians

  Committee
  Assignments

  Senate: Judicial Proceedings
  House: Judiciary

• 

  SB 658

  Status as of February 10, 2006: Bill is in the Senate - First Reading Budget and Taxation

  Sponsored By

  Senators Hooper, Brinkley, Colburn, Dyson, Garagiola, Hafer, Haines, Harris, Jacobs, Kittleman, Middleton, Mooney, Munson, Pipkin, and Stoltzfus

  Entitled

  Maryland Estate Tax - Exclusion for Family Farms Subject to Agricultural Preservation Easements

  Committee
  Assignments

  Senate: Budget and Taxation
  

• 

  SB 678

  Status as of May 26, 2006: Became Law - Chapter 531

  Sponsored By

  Senator Giannetti

  Entitled

  Limited Liability Companies - Inspection Authority of Personal Representative , Trustee, or Fiduciary

  Committee
  Assignments

  Senate: Judicial Proceedings
  House: Judiciary

• 

  SB 679

  Status as of March 22, 2006: Bill is in the House - First Reading Judiciary

  Sponsored By

  Senator Giannetti

  Entitled

  Maryland Uniform Transfers to Minors Act - Qualified Minor's Trust - Joint Custodians

  Committee
  Assignments

  Senate: Judicial Proceedings
  House: Judiciary

• 

  SB 762

  Status as of March 22, 2006: Bill is in the House - First Reading Judiciary

  Sponsored By

  Senator Garagiola

  Entitled

  Estates and Trusts - Fiduciaries - Directions from Advisors

  Committee
  Assignments

  Senate: Judicial Proceedings
  House: Judiciary