All Roll Calls
Yes: 233 • No: 1
Sponsored By: Chris Jeter (Republican)
Signed by Governor
Clarifies that a personal representative or the personal representative's agent shall serve a written or electronic copy of the notice of the estate administration on a creditor of the decedent within one month of the notice being published. Requires the personal representative or the personal representative's agent to file and serve a new proposed notice with the clerk of court for a creditor that is served more than one month after the notice is published. Clarifies that a creditor that is served notice more than one month after the notice is published must file a claim against the estate within two months of the date of service of the notice. Provides a template for notice that is served more than one month after the notice is published. Allows a: (1) personal representative of an unsupervised estate; or (2) trustee of a trust; to distribute all or part of a decedent's interest in a retirement plan or retirement account without a court order. Defines a "direct postmortem transfer" as a transfer of an asset to a testamentary trust established in a will admitted to probate that meets certain conditions. Specifies that a direct postmortem transfer is a transfer of an asset or property to a trust established by a will for all purposes of the Social Security Act. Establishes that the effective date of the testamentary trust is the date of the decedent's death. Provides that a power of attorney authority to take certain actions concerning tax matters of the principal does not terminate upon the death of the principal. Specifies that this authority terminates upon the appointment of a personal representative. (The introduced version of this bill was prepared by the probate code study committee.)
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3 provisions identified: 2 benefits, 0 costs, 1 mixed.
Beginning July 1, 2025, specified direct transfers to a trust created by a will take effect at death. The will must be admitted to probate, and IC 29-1-7-15.1(g) limits this rule. Covered transfers include life-insurance and annuity proceeds, beneficiary-designated retirement accounts, and employee benefit plans governed by federal ERISA law. They also include transfers from another trust, refused inheritances, transfer-on-death arrangements, and transfers through trust decanting. These assets stay outside the estate and its creditor claims, except as provided in IC 32-17-13. For Social Security Act purposes, the transfer goes to the trust, whose effective date is the date of death.
Beginning July 1, 2025, Indiana estate representatives and trustees can transfer retirement-account interests to beneficiaries instead of cashing them out. They can transfer all or part of an interest. For estates, the estate must be a beneficiary of, or have an interest in, the retirement plan or account. For trusts, the retirement plan or account must be payable to the trust.
Indiana protects actions taken in good faith under a written power of attorney without actual knowledge of the person's death. Unless otherwise invalid or unenforceable, those actions bind the person and those who inherit their interests. Some powers also continue after known death: those listed in IC 30-5-5-14(a)(2), (3), (5), (7) and IC 30-5-5-16(b)(6), (7). Those actions cannot conflict with the person's written directions made before death. The first four listed tax powers cover only tax periods through death and end when an estate representative is appointed. A U.S. Department of Defense death notice counts as official notice. A missing or missing-in-action report alone is not actual death notice and does not end the power of attorney.
Chris Jeter
Republican • House
Alex Zimmerman
Republican • House
Eric Koch
Republican • Senate
Liz Brown
Republican • Senate
Robert Morris
Republican • House
All Roll Calls
Yes: 233 • No: 1
House vote • 3/24/2025
House concurred with Senate amendments
Yes: 95 • No: 0
Senate vote • 3/11/2025
Third reading: passed
Yes: 49 • No: 1
House vote • 1/28/2025
Third reading: passed
Yes: 89 • No: 0
Public Law 50
Signed by the Governor
Signed by the President of the Senate
Signed by the President Pro Tempore
Signed by the Speaker
House concurred with Senate amendments; Roll Call 302: yeas 95, nays 0
Motion to concur filed
Returned to the House with amendments
Third reading: passed; Roll Call 224: yeas 49, nays 1
Second reading: amended, ordered engrossed
Amendment #1 (Brown L) prevailed; voice vote
Committee report: do pass, adopted
First reading: referred to Committee on Judiciary
Referred to the Senate
Representatives Morris and Zimmerman added as coauthors
Cosponsor: Senator Koch
Senate sponsor: Senator Brown L
Third reading: passed; Roll Call 24: yeas 89, nays 0
Second reading: ordered engrossed
Committee report: amend do pass, adopted
Authored by Representative Jeter
First reading: referred to Committee on Judiciary
Engrossed House Bill (H)
Enrolled House Bill (H)
House Bill (S)
Introduced House Bill (H)
SB 324, Criminal procedures.
Increases the penalty levels of crimes related to fentanyl. Provides that a court shall consider requiring certain persons charged with a crime of domestic violence to wear a monitoring device as a condition of bail. Requires that a bail hearing for a violent arrestee or a repeat violent arrestee be held in open court and provides that before releasing a violent arrestee or a repeat violent arrestee on bail the court must review the probable cause affidavit or arrest warrant and impose money bail payable by surety bond or cash deposit. Provides that in accordance with IC 27-10-2-4.5(g)(2), a charitable bail organization may not pay money bail on behalf of a violent arrestee or a repeat violent arrestee. Makes conforming changes.
SB 231, Various corrections matters.
Eliminates requirements that the department of correction: (1) maintain farm programs for offenders committed to the department; and (2) prepare a report calculating the savings realized as a result of sentencing changes. Replaces a reference to a rule repealed by the department of correction with a requirement that the custody and treatment of juveniles meet the standards and licensing requirements adopted in the administrative rules of the department.
SB 80, Code publication.
Makes Indiana Code publication amendments. Repeals and relocates specific Indiana Code definitions chapters for organization of the defined terms by alphabetical order and to provide for future expansion of the chapters. Makes conforming cross-reference updates. Makes technical amendments to remove tabulation designations from the certain criminal law and procedure sections for consistency with similar statutes and to streamline amendment of those sections. Resolves technical conflicts between various enrolled acts passed during the 2025 legislative session.
SB 453, Various tax matters.
Amends estimated quarterly tax payment provisions. Restructures tax collection requirements for kerosene to eliminate specialized tax filing. Streamlines the filing requirements for gasoline use tax to eliminate multiple filing requirements. Specifies the liability and remittance requirements for the gross retail tax, gasoline use tax, and other listed taxes in certain circumstances. Amends provisions that apply to passenger and household goods carriers. Amends the college savings tax credit. Replaces the term "college choice 529 education savings plan" with "Indiana529 plan". Makes a clarifying change to the closed system cartridge tax. Extends the renewal period from one year to two years for businesses licensed to collect the electronic cigarettes tax, closed systems cartridge tax, and other tobacco products tax. Specifies that the fiscal officer of an entity that has adopted an innkeeper's tax, a food and beverage tax, or an admissions tax must enter into an agreement with the department of state revenue (department) before the department provides certain information to the fiscal officer as required under current law. Specifies when certain tax information may be disclosed by the department. Provides for the transfer of certain funds from the bureau of motor vehicles commission fund to the motor carrier regulation fund. Provides that a person who commits a violation involving a consumer transaction entailing the transportation of passengers or household goods commits a deceptive act that is actionable by the attorney general and is subject to certain remedies and penalties. Specifies remittance procedures for the gasoline use tax. Specifies recapture procedures for certain reduced estimated tax payments. Makes corresponding changes.
SB 464, Financial institutions and consumer credit.
Provides that a reference to federal law in: (1) the First Lien Mortgage Lending Act; (2) the Uniform Consumer Credit Code (UCCC); or (3) the Indiana Code title governing financial institutions; is a reference to the law as in effect December 31, 2024 (rather than December 31, 2023, under current law). Amends the definition of "principal" for purposes of the UCCC provisions governing consumer loans to specify that the term does not include any loan proceeds held as security for the loan. Makes a technical change to the Indiana Code provision governing the prepayment of consumer loans to incorporate a cross reference to the Indiana Code provision setting forth the authorized nonrefundable prepaid finance charge for supervised loans. (Current law references only the authorized nonrefundable prepaid finance charge for consumer loans other than supervised loans.) Amends the definition of "consumer transaction" for purposes of the deceptive consumer sales act (act) to include the provision of a product or service to a: (1) state law enforcement agency; or (2) local law enforcement agency; in Indiana. Amends the definition of "supplier" for purposes of the act to include an entity that provides a product or service to a state or local law enforcement agency in Indiana. Provides that an action that arises from a transaction involving: (1) a state law enforcement agency may be brought and enforced only by the attorney general; and (2) a local law enforcement agency may be brought and enforced only by an attorney acting on behalf of the local law enforcement agency involved in the transaction, unless the local unit of government served by the local law enforcement agency requests the attorney general to bring and enforce an action on behalf of the local unit. Amends the Indiana Code provision governing audit requirements for credit unions to provide that department of financial institutions may establish by policy or rule accounting and auditing standards necessary to define the audit requirements.
SB 371, Workforce matters.
Amends the definitions of "discharge for just cause", "employment", and "gross misconduct" for purposes of unemployment insurance. Provides that an unemployment claimant: (1) is required to verify the claimant's identity before a claim can be filed, and as a condition for continued eligibility; and (2) has the right to request a wage investigation and to appeal the results of the investigation to a liability administrative law judge. Allows an unemployment claimant or employing unit to appeal regarding the claimant's status as an insured worker. Requires that all hearings before an administrative law judge or the unemployment insurance review board concerning disputed unemployment claims be set as telephone hearings, unless an objection is made. Allows a disputed unemployment claim to be directly filed with a liability administrative law judge. Provides that administrative records of the department of workforce development (department) are self-authenticating and admissible in an administrative hearing. Provides that the department may release certain confidential records to the extent permitted by federal law. Makes certain changes regarding the reemployment service and eligibility assessment program. Makes various changes regarding extended unemployment benefits. Provides that repayment of a benefits overpayment may be waived if certain conditions are met. Alters certain fee and payment provisions. Removes or alters notice and delivery requirements and extends certain deadlines. Requires the department to issue a written notice of violation to a person who fails to comply with certain authorization requirements. Provides that the department may assess a civil penalty against a person under certain circumstances. Requires civil penalties collected by the department to be deposited in the proprietary educational institution authorization fund. Establishes the unemployment insurance modernization fund (fund). Requires the department to annually submit a report to the budget committee detailing the expenditures made from the fund during the previous state fiscal year. Requires the department to annually submit a report to the budget committee concerning the status of the department's unemployment insurance program. Provides that the department may establish a reemployment pilot program. Makes conforming changes.