Senate Study Bill 1246 - Introduced SENATE/HOUSE FILE _____ BY (PROPOSED JUDICIAL BRANCH BILL) A BILL FOR An Act relating to the calculation of certain fees in probate. 1 BE IT ENACTED BY THE GENERAL ASSEMBLY OF THE STATE OF IOWA: 2 TLSB 1220XD (8) 86 jh/rj
S.F. _____ H.F. _____ Section 1. Section 633.31, Code 2015, is amended to read as 1 follows: 2 633.31 Calendar —— fees in probate. 3 1. The clerk shall keep a court calendar, and enter thereon 4 such matters as the court may prescribe. 5 2. The clerk shall charge and collect the following fees in 6 connection with probate matters, which shall be deposited in 7 the account established under section 602.8108 : 8 a. For services performed in short 9 form probates pursuant to sections 10 450.22 and 450.44 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 15.00 11 the filing and docketing fee 12 set forth in section 602.8105, 13 subsection 1, paragraph “a” 14 b. For services performed in probate of a 15 will without administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15.00 16 the filing and docketing fee 17 set forth in section 602.8105, 18 subsection 1, paragraph “a” 19 c. For services performed in testamentary trust 20 administration under this chapter or when jurisdiction is 21 invoked under chapter 633A . . . . . . the filing and docketing 22 fee set forth in section 23 602.8105, subsection 1, 24 paragraph “a” 25 d. For services performed in a guardianship, standby 26 guardianship, or combined guardianship and 27 conservatorship . . . . . . . . . . . . . . . . . . the filing and docketing fee 28 set forth in section 29 602.8105, subsection 1, 30 paragraph “a” 31 e. For services performed in small estate 32 administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 50.00 33 f. For depositing a will for safekeeping by 34 a living testator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 50.00 35 -1- LSB 1220XD (8) 86 jh/rj 1/ 4
S.F. _____ H.F. _____ c. g. For filing and indexing a transcript . . . . . . . . . $ 50.00 1 d. h. For taking and approving a bond, or 2 the sureties on a bond . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 20.00 3 e. For entering a rule or order . . . . . . . . . . . . . . . . . . . . . . 10.00 4 f. i. For certificate and seal . . . . . . . . . . . . . . . . . . . . . . 10.00 5 $ 20.00 6 g. For making a complete record where 7 real estate is sold . . . . . . . per 100 words . . . . . . . . . . . . . . . . .20 8 h. j. For making a transcript or copies of 9 orders or records filed in the clerk’s office or 10 printing a copy of an electronic record 11 or document, . . . . . . . . per 100 words page . . . . . . . . . . . . . . . . . $ .50 12 i. k. For certifying change of title . . . . . . . . . . . . . . . . 20.00 13 $ 50.00 14 j. l. For issuing commission to 15 appraisers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.00 16 $100.00 17 k. m. For other services performed in the settlement 18 probate with administration of the an estate of any decedent, 19 minor, person with mental illness, or other persons 20 laboring under legal disability or the administration of 21 a conservatorship , except where actions are brought by 22 the administrator, guardian, trustee conservator, personal 23 representative , or person acting in a representative capacity 24 or against that person, or as may be otherwise provided herein, 25 where the value of the personal property and real estate of 26 such a person gross assets of the estate or conservatorship 27 falls within the following indicated amounts, the fee opposite 28 such amount shall be charged. 29 (1) Up to $3,000.00 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 5.00 30 (2) 3,000.00 to 5,000.00 . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 10.00 31 (3) 5,000.00 to 7,000.00 . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 15.00 32 (4) 7,000.00 to 10,000.00 . . . . . . . . . . . . . . . . . . . . . . . . . . $ 20.00 33 (5) 10,000.00 to 15,000.00 . . . . . . . . . . . . . . . . . . . . . . . . . $ 25.00 34 (6) 15,000.00 to 25,000.00 . . . . . . . . . . . . . . . . . . . . . . . . . $ 30.00 35 -2- LSB 1220XD (8) 86 jh/rj 2/ 4
S.F. _____ H.F. _____ (7) For each additional $25,000.00 or 1 major fraction thereof . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 50.00 2 l. For services performed in small 3 estate administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15.00 4 3. The fee set forth in subsection 2 , paragraph “k” 5 “m” , shall not be charged on any property transferred to a 6 testamentary trust from an estate that has been administered 7 in this state and for which court costs have been assessed and 8 paid. 9 4. The clerk shall charge the filing and docketing fee set 10 forth in section 602.8105, subsection 1, paragraph “a” , for the 11 filing and docketing of a petition by an interested third party 12 against an original party to a probate matter. The fee shall 13 be deposited in the account established in section 602.8108. 14 EXPLANATION 15 The inclusion of this explanation does not constitute agreement with 16 the explanation’s substance by the members of the general assembly. 17 This bill relates to the fees the clerk of the probate court 18 charges in connection with certain probate matters. 19 For services performed in short form probate and probate 20 of a will without administration, the bill increases the 21 fee from $15.00 to the civil filing and docketing fee set 22 forth in Code section 602.8105(1)(a), or $185.00. The bill 23 establishes that for services performed in testamentary trust 24 administration under Code chapter 633, when jurisdiction is 25 invoked under Code chapter 633A, or for services performed in a 26 guardianship, standby guardianship, or combined guardianship 27 and conservatorship, the clerk shall charge the civil filing 28 and docketing fee set forth in Code section 602.8105(1)(a), or 29 $185.00. 30 The bill requires the clerk to charge $50.00 for the 31 safekeeping of a will. For services performed in small 32 estate administration, the bill increases the fee from $15.00 33 to $50.00. For providing a certificate and seal, the bill 34 increases the fee from $10.00 to $20.00. For printing or 35 -3- LSB 1220XD (8) 86 jh/rj 3/ 4
S.F. _____ H.F. _____ making a copy, the clerk is required to charge $0.50 per page. 1 For certifying a change in title, the bill increases the fee 2 from $20.00 to $50.00. For issuing a commission to appraisers, 3 the bill increases the fee from $2.00 to $100.00. 4 For other services performed, the bill provides that the 5 applicable fee, which is determined based on the value of the 6 estate, shall be calculated based on the value of the gross 7 estate. 8 The bill provides that if an interested third party files 9 a petition against an original party in a probate matter, the 10 clerk shall charge the civil filing and docketing fee set forth 11 in Code section 602.8105(1)(a), or $185.00. 12 -4- LSB 1220XD (8) 86 jh/rj 4/ 4