SB2748 - 104th General Assembly (2025-2026)

CHARITABLE ORG BFY-PROBATE
Last Action
2/03/2026 - Senate: Assigned to Judiciary
Statutes Amended In Order of Appearance
New Act  
Synopsis As Introduced
Creates the Charitable Organization Beneficiary Act. Requires a holder of property in which a charitable organization that is exempt from taxation as a 501(c)(3) entity is a designated beneficiary in a nonprobate instrument (excluding wills or trusts) to notify each charitable organization within 30 business days that it may have a right to the property. Creates a process in which the charitable organization may request that it be given information about the property or that the property be delivered to the charitable organization or both. Provides duties and obligations of the holder of the property. Provides the holder of the property protection from liability for a good faith reliance on the information it receives from a designated beneficiary. Provides remedies against a holder of property for a failure or refusal to provide the requested information or transfer of property if the provisions of the Act are followed. Defines terms.
Actions
DateChamberAction
1/13/2026SenateFiled with Secretary by Sen. Robert F. Martwick
1/13/2026SenateFirst Reading
1/13/2026SenateReferred to Assignments
1/13/2026SenateAdded as Co-Sponsor Sen. Michael W. Halpin
1/14/2026SenateAdded as Co-Sponsor Sen. Karina Villa
1/16/2026SenateAdded as Chief Co-Sponsor Sen. Adriane Johnson
2/03/2026SenateAssigned to Judiciary
2/04/2026SenateAdded as Co-Sponsor Sen. David Koehler
2/04/2026SenateAdded as Co-Sponsor Sen. Paul Faraci
2/04/2026SenateAdded as Co-Sponsor Sen. Michael E. Hastings
2/05/2026SenateAdded as Co-Sponsor Sen. Mike Porfirio