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OregonSB 152025 Regular SessionSenate

Relating to simple estates.

Sponsored By: Kim Thatcher (Republican)

Signed by Governor

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Bill Overview

Analyzed Economic Effects

1 provisions identified: 1 benefits, 0 costs, 0 mixed.

New rules for settling Oregon estates

Oregon changes which estates qualify for the simple estate affidavit process. The general limits are $75,000 in personal property, excluding manufactured homes, and $200,000 in real property and manufactured homes combined. For estates with a will, these caps can apply to gifts to beneficiaries other than a qualifying trustee. The remaining estate must go to the trustee of a trust the deceased person established before death. The law also addresses specifically named gifts under the will. Property counts at its full fair market value, without subtracting debts or liens. Use the value at death unless filing more than one year later; then use a date within 45 days before filing. A qualifying manufactured home is a residential structure transported on public highways, with sleeping, cooking, and plumbing facilities. It must meet the federal manufactured housing standards in effect when built. These changes apply to people who die on or after the law's effective date. A coordination clause provides replacement rules if Senate Bill 168 becomes law.

Sponsors & Cosponsors

Sponsor

  • Kim Thatcher

    Republican • Senate

Cosponsors

  • David Brock Smith

    Republican • Senate

  • E. Werner Reschke

    Republican • House

  • Fred Girod

    Republican • Senate

Roll Call Votes

All Roll Calls

Yes: 121 • No: 0

Senate vote • 6/9/2025

Senate concurred in House amendments and repassed bill.

Yes: 30 • No: 0

House vote • 6/4/2025

Third reading. Carried by Mannix. Passed.

Yes: 50 • No: 0

House vote • 5/22/2025

Judiciary: Heard and Reported Out with Amendments

Yes: 7 • No: 0

Senate vote • 4/3/2025

Third reading. Carried by Thatcher. Passed.

Yes: 28 • No: 0

Senate vote • 3/19/2025

Judiciary: Heard and Reported Out with Amendments

Yes: 6 • No: 0

Actions Timeline

  1. Effective date, January 1, 2026.

    6/23/2025Senate

  2. Chapter 342, 2025 Laws.

    6/23/2025Senate

  3. Governor signed.

    6/17/2025Senate

  4. Speaker signed.

    6/11/2025House

  5. President signed.

    6/10/2025Senate

  6. Senate concurred in House amendments and repassed bill.

    6/9/2025Senate

  7. Third reading. Carried by Mannix. Passed.

    6/4/2025House

  8. Rules suspended. Carried over to June 4, 2025 Calendar.

    6/3/2025House

  9. Rules suspended. Carried over to June 3, 2025 Calendar.

    6/2/2025House

  10. Second reading.

    5/29/2025House

  11. Recommendation: Do pass with amendments and be printed B-Engrossed.

    5/28/2025House

  12. Work Session held.

    5/22/2025House

  13. Public Hearing held.

    5/7/2025House

  14. Referred to Judiciary.

    4/10/2025House

  15. First reading. Referred to Speaker's desk.

    4/3/2025House

  16. Third reading. Carried by Thatcher. Passed.

    4/3/2025Senate

  17. Carried over to 04-03 by unanimous consent.

    4/2/2025Senate

  18. Second reading.

    4/1/2025Senate

  19. Recommendation: Do pass with amendments. (Printed A-Eng.)

    3/31/2025Senate

  20. Work Session held.

    3/19/2025Senate

  21. Public Hearing held.

    2/24/2025Senate

  22. Public Hearing held.

    1/27/2025Senate

  23. Referred to Judiciary.

    1/17/2025Senate

  24. Introduction and first reading. Referred to President's desk.

    1/13/2025Senate

Bill Text

  • HJUD Amendment -A10 (Proposed)

    5/22/2025

    PDF

  • HJUD Amendment -A11 (Adopted)

    5/22/2025

    PDF

  • HJUD Amendment -A8 (Proposed)

    5/22/2025

    PDF

  • HJUD Amendment -A9 (Proposed)

    5/22/2025

    PDF

  • HJUD Amendment -A6 (Proposed)

    5/21/2025

    PDF

  • HJUD Amendment -A7 (Proposed)

    5/21/2025

    PDF

  • HJUD Amendment -A8 (Proposed)

    5/21/2025

    PDF

  • HJUD Amendment -A9 (Proposed)

    5/21/2025

    PDF

  • HJUD Amendment -A6 (Proposed)

    5/20/2025

    PDF

  • HJUD Amendment -A7 (Proposed)

    5/20/2025

    PDF

  • HJUD Amendment -A8 (Proposed)

    5/20/2025

    PDF

  • HJUD Amendment -A6 (Proposed)

    5/19/2025

    PDF

  • HJUD Amendment -A7 (Proposed)

    5/19/2025

    PDF

  • HJUD Amendment -A6 (Proposed)

    5/7/2025

    PDF

  • HJUD Amendment -A7 (Proposed)

    5/7/2025

    PDF

  • SJUD Amendment -5 (Adopted)

    3/19/2025

    PDF

  • SJUD Amendment -3 (Proposed)

    3/3/2025

    PDF

  • SJUD Amendment -4 (Proposed)

    3/3/2025

    PDF

  • SJUD Amendment -3 (Proposed)

    2/24/2025

    PDF

  • A-Engrossed

    PDF

  • B-Engrossed

    PDF

  • Enrolled

    PDF

  • House Amendments to A-Engrossed

    PDF

  • Introduced

    PDF

  • Senate Amendments to Introduced

    PDF

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