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Bills from the 2009–10 session

Senate Bill 670

Disposal of decedent's property

Topics: Estate of deceased person, Estate tax, Trust fund, Wills

Became law

The governor signed it on May 13, 2010. It's ⁠.

  1. Introduced, passed

    Apr 7, 2010

  2. Committee, passed

    Approved

  3. Senate vote, passed

    Passed Apr 22, 2010

  4. Assembly vote, passed

    Passed Apr 22, 2010

  5. Governor, passed

    Signed

  6. Law, here now

    2009 Wisconsin Act 341

Latest entry in the official record, May 14, 2010: “Published 5-26-2010”

Read the bill

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What it does

Summary by the , the Legislature's nonpartisan drafting office. It's their wording, not ours.

The federal estate tax, which includes provisions related to the generation-skipping tax, was repealed for calendar year 2010 only. This bill addresses the administration of wills and trusts of decedents who died in calendar year 2010 that were created in the expectation that the federal estate tax would continue in 2010.

Under the bill, if the will or trust of an individual who dies in calendar year 2010 includes a formula that disposes of certain of the decedents property by reference to the federal estate tax, the federal generation-skipping tax, or both, the will or trust will be administered as if the provisions of the federal estate tax and federal generation-skipping transfer tax were in force just as they were on December 31, 2009. However, the bill provides exceptions from that treatment, allowing the applicable exclusion amount for decedents' estates and the federal generation-skipping transfer tax exemption to be considered unlimited, if all of the following circumstances apply:

Read the full summary

1. The decedent is survived by a spouse.

2. If the decedent is survived by issue, all issue of the decedent are also issue of the surviving spouse.

3. The surviving spouse is a current income beneficiary of each trust funded in whole or in part by the formula, or the sole beneficiary of any other property subject to disposition by the formula which does not pass in trust.

Under the bill, a personal representative of the decedent's estate, trustee, or beneficiary of the decedent's trust or will, or surviving spouse may petition the circuit court to allow the formula for distributing the decedent's property to be applied in a manner different from that described above. The bill allows the court to consider the overall dispositive plan of the decedent, the tax implications of an alternative disposition, and the decedent's intentions, when determining how to respond to that petition.

Who's behind it

Lena Taylor, a Democrat, is its ⁠.

1 more lawmaker ⁠.

See all 2 names

Author (1)

Signed on in support (1)

How lawmakers voted

There was one vote on this bill.

Senate Committee on Judiciary vote to recommend it

Passed, 5 to 0 · Apr 20, 2010

No member-by-member record exists for this vote. Committee votes and some older sessions record totals only.

Official motion: “Report passage recommended by committee on Judiciary, Corrections, Insurance, Campaign Finance Reform, and Housing, Ayes 5, Noes 0”. Official record · This vote on its own page

What happened

  1. May 14, 2010

    The new law was published.

  2. May 13, 2010

    The governor signed it. It became 2009 Wisconsin Act 341.

  3. May 11, 2010

    Sent to the governor.

  4. Apr 22, 2010

    The Assembly passed it too.

  5. Apr 22, 2010

    Sent to the Assembly Committee on Rules.

  6. Apr 22, 2010

    The Assembly received it.

  7. Apr 22, 2010

    The Senate passed it.

  8. Apr 20, 2010

    The committee voted to recommend passing it, 5 to 0.

  9. Apr 8, 2010

    The committee held a public hearing.

  10. Apr 7, 2010

    Sent to the Senate Committee on Judiciary, Corrections, Insurance, Campaign Finance Reform, and Housing.

  11. Apr 7, 2010

    Introduced in the Senate.

See the official record, word for word
  1. Apr 7, 2010 · Senate

    Introduced by Senator Taylor;Cosponsored by Representative Turner

  2. Apr 7, 2010 · Senate

    Read first time and referred to committee on Judiciary, Corrections, Insurance, Campaign Finance Reform, and Housing

  3. Apr 8, 2010 · Senate

    Public hearing held

  4. Apr 19, 2010 · Senate

    Executive action taken

  5. Apr 20, 2010 · Senate

    Report passage recommended by committee on Judiciary, Corrections, Insurance, Campaign Finance Reform, and Housing, Ayes 5, Noes 0

  6. Apr 20, 2010 · Senate

    Available for scheduling

  7. Apr 21, 2010 · Senate

    Placed on calendar 4-22-2010 pursuant to Senate Rule 18(1)

  8. Apr 22, 2010 · Senate

    Read a second time

  9. Apr 22, 2010 · Senate

    Ordered to a third reading

  10. Apr 22, 2010 · Senate

    Rules suspended

  11. Apr 22, 2010 · Senate

    Read a third time and passed

  12. Apr 22, 2010 · Senate

    Ordered immediately messaged

  13. Apr 22, 2010 · Assembly

    Received from Senate

  14. Apr 22, 2010 · Assembly

    Read first time and referred to committee on Rules

  15. Apr 22, 2010 · Assembly

    Made a special order of business at 10:07 A.M. on 4-22-2010 pursuant to Assembly Resolution 31

  16. Apr 22, 2010 · Assembly

    Rules suspended to withdraw from calendar and take up

  17. Apr 22, 2010 · Assembly

    Read a second time

  18. Apr 22, 2010 · Assembly

    Ordered to a third reading

  19. Apr 22, 2010 · Assembly

    Rules suspended

  20. Apr 22, 2010 · Assembly

    Read a third time and concurred in

  21. Apr 22, 2010 · Assembly

    Ordered immediately messaged

  22. Apr 23, 2010 · Senate

    Received from Assembly concurred in

  23. Apr 27, 2010 · Senate

    Report correctly enrolled on 4-27-2010

  24. May 11, 2010 · Senate

    Presented to the Governor on 5-11-2010

  25. May 13, 2010 · Senate

    Report approved by the Governor on 5-13-2010. 2009 Wisconsin Act 341

  26. May 14, 2010 · Senate

    Published 5-26-2010

Terms on this page

Wisconsin Act

The number a bill gets when it becomes law, like 2025 Wisconsin Act 12.

Official term: Act. More in the glossary

Legislative Reference Bureau

The Legislature's nonpartisan office that drafts bills and writes the summary at the top of each one.

Official term: LRB analysis. More in the glossary

Author

A lawmaker who formally puts a bill forward. The text itself is drafted by the Legislative Reference Bureau.

Official term: Author, coauthor. More in the glossary

Signed on in support

Lawmakers who back a bill without being one of its authors, often from the other chamber.

Official term: Cosponsor. More in the glossary

Roll call

A vote where each lawmaker's yes or no is recorded by name.

Official term: Roll call vote. More in the glossary

From the Wisconsin Legislature's official record, checked Sep 15, 2026. See the source

Wisconsin Act

The number a bill gets when it becomes law, like 2025 Wisconsin Act 12.

Official term: Act

Legislative Reference Bureau

The Legislature's nonpartisan office that drafts bills and writes the summary at the top of each one.

Official term: LRB analysis

Author

A lawmaker who formally puts a bill forward. The text itself is drafted by the Legislative Reference Bureau.

Official term: Author, coauthor

Signed on in support

Lawmakers who back a bill without being one of its authors, often from the other chamber.

Official term: Cosponsor

Roll call

A vote where each lawmaker's yes or no is recorded by name.

Official term: Roll call vote