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SB41 • 2026

Abuse and exploitation of an elder, effect of conviction on intestate succession, wills, joint assets, and other contractual obligations provided

Abuse and exploitation of an elder, effect of conviction on intestate succession, wills, joint assets, and other contractual obligations provided

Crime Labor
Enacted

This bill passed the Legislature and reached final enactment based on the latest official action.

Sponsor
Kelley
Last action
2026-03-30
Official status
Enacted
Effective date
2026-10-01

Plain English Breakdown

The law distinguishes between cases with a conviction (which are conclusive) and intentional killing without a specific murder conviction, where the court must make its own determination based on evidence.

SB41: Property Rules When an Elder is Abused or Killed

This law stops people convicted of abusing, neglecting, financially exploiting, or intentionally killing an elderly person from receiving money or property that belonged to their victim.

What This Bill Does

  • Prohibits a convicted abuser or killer from getting any benefits under the elder's will or through intestate succession if there is no will.
  • Removes the abuser's ownership share in real estate, bank accounts, or other assets held jointly with the victim so they cannot inherit by survivorship.
  • Stops an abuser named as a beneficiary on bonds, life insurance policies, or contracts from receiving any payment if the elder was the person covered by the policy.
  • Requires courts to record final judgments of these convictions in the probate office for every county where the victim owned property.
  • Limits legal liability for banks and other parties who help transfer property if they did not receive written notice about the claim before acting.

Who It Names or Affects

  • Individuals convicted of elder abuse, neglect, financial exploitation, or felonious intentional killing in Alabama
  • Estate heirs, joint account holders, and insurance beneficiaries named by an abused elderly person
  • Courts that must order conviction judgments to be recorded
  • Banks, credit unions, insurance companies, and other institutions holding assets for the victim

Terms To Know

Intestate succession
The legal process that decides how a person's property is shared when they die without leaving a will.
Joint tenancy with right of survivorship
A type of ownership where if one owner dies, the other owner automatically gets full control of the asset unless an abuser caused the death.
Beneficiary
The person named in a will or insurance policy to receive money or property after someone else dies.

Limits and Unknowns

  • This law only applies if the abuser is convicted of specific crimes under Alabama state code, such as elder abuse and neglect or financial exploitation.
  • If there is no conviction for intentional killing, a court must decide by evidence whether the killing was felonious and intentional before applying these rules.

Amendments

These notes stay tied to the official amendment files and metadata from the legislature.

11S763Z-1

R 200 • Givhan

Adopted

Plain English: This amendment updates the bill to require courts to record convictions for elder abuse and financial exploitation in county probate offices, while also clarifying that banks and other helpers are not liable unless they receive written notice of a claim.

  • Courts must order final judgments for felonious killing, elder abuse, neglect, or financial exploitation to be recorded with the judge of probate in every county where the victim owned property.
  • The amendment clarifies that insurance companies and banks are not liable under this law unless they receive written notice of a claim before helping someone get property.
  • It specifies that counties and their officials cannot be held legally responsible for actions taken under this section.
  • The provided text only shows specific line replacements, so the full context of how these changes fit into the rest of the bill is not available.
  • Some technical legal terms like 'intestate succession' and 'devisee' are mentioned in the title but their exact definitions under this amendment cannot be fully explained without more background.
YMRJMN2-1

R 201 • Givhan

Adopted

Plain English: This amendment allows courts to decide if an elder's death was a deliberate crime even without a criminal conviction, using a lower standard of proof.

  • Courts can now determine if a killing was intentional and felonious for this law's purposes without needing a prior criminal conviction.
  • The text does not explain what specific penalties or financial consequences happen after the court makes this determination.
  • It is unclear how 'preponderance of evidence' differs from other legal standards in simple terms for readers unfamiliar with law.

Bill History

  1. 2026-03-30 Senate

    Enacted

  2. 2026-03-11 Senate

    Delivered to Governor

  3. 2026-03-11 House

    Signature Requested

  4. 2026-03-10 House

    Motion to Read a Third Time and Pass - Adopted Roll Call 837 (Yeas 105, Nays 0)

  5. 2026-03-10 House

    Third Reading in Second House (Yeas 104, Nays 0)

  6. 2026-03-10 Senate

    Enrolled

  7. 2026-03-10 Senate

    Ready to Enroll

  8. 2026-02-05 House

    Read for the Second Time and placed on the Calendar

  9. 2026-02-04 House

    Reported Out of Committee Second House

  10. 2026-02-03 House

    Pending Committee Action in Second House

  11. 2026-02-03 House

    Read for the first time and referred to the House Committee on Judiciary

  12. 2026-01-29 Senate

    Motion to Read a Third Time and Pass as Amended - Adopted Roll Call 202 (Yeas 32, Nays 0)

  13. 2026-01-29 Senate

    Givhan motion to Adopt - Adopted Roll Call 201 (Yeas 32, Nays 0)

  14. 2026-01-29 Senate

    Givhan motion to Adopt - Adopted Roll Call 200 (Yeas 32, Nays 0)

  15. 2026-01-29 Senate

    Third Reading in House of Origin (Yeas 32, Nays 0)

  16. 2026-01-29 Senate

    Engrossed

  17. 2026-01-29 Senate

    Givhan 2nd Amendment Offered

  18. 2026-01-29 Senate

    Givhan 1st Amendment Offered

  19. 2026-01-14 Senate

    Read for the Second Time and placed on the Calendar

  20. 2026-01-14 Senate

    Reported Out of Committee House of Origin

  21. 2026-01-13 Senate

    Pending Committee Action in House of Origin

  22. 2026-01-13 Senate

    Read for the first time and referred to the Senate Committee on Judiciary

Official Summary Text

This act amends Section 43-8-253, Code of Alabama 1975, to: (1) prohibit individuals convicted of elder abuse and neglect or financial exploitation of an elderly person from receiving any benefits under the abused or exploited elder's will or intestate succession; (2) provide that individuals convicted of elder abuse and neglect or financial exploitation of an elderly person loses his or her interest in any real property or bank account jointly held with the abused or exploited elder; (3) prohibit individuals convicted of elder abuse and neglect or financial exploitation of an elderly person from receiving any benefits under a bond, life insurance policy, or other contractual arrangement in which the abused or exploited elder is the obligee; (4) require courts to order a final judgement of a conviction of felonious and intentional killing, elder abuse and neglect, or financial exploitation of an elderly person be recorded in the office of the judge of probate in each county in which the victim owned or owns property; (5) limit liability for persons facilitating the acquisition of property or interests by such killers or abusers without notice; and (6) exempt counties, county officials, and their agents from liability.

Current Bill Text

Read the full stored bill text
SB41 ENROLLED
Page 0
SB41
5V9WBM6-3
By Senator Kelley
RFD: Judiciary
First Read: 13-Jan-26
PFD: 07-Jan-26
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SB41 Enrolled
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PFD: 07-Jan-26
Enrolled, An Act,
Relating to abuse and exploitation of an elder; to
amend Section 43-8-253, Code of Alabama 1975; to provide for
the effect of the abuse or exploitation of an elder on
intestate succession, wills, joint assets, and certain other
contractual obligations; and to further provide for liability
relating to certain claims.
BE IT ENACTED BY THE LEGISLATURE OF ALABAMA:
Section 1. Section 43-8-253, Code of Alabama 1975, is
amended to read as follows:
"§43-8-253
(a) A surviving spouse, heir , legatee, or devisee who
abuses or feloniously and intentionally kills the decedent is
not entitled to may not receive any benefits under the will or
under articles 3 through 10 of this chapter, and the estate of
decedent passes as if the killer or abuser had predeceased the
decedent. Property appointed by the will of the decedent to or
for the benefit of the killer or abuser passes as if the
killer or abuser had predeceased the decedent.
(b) Any joint tenant who abuses or feloniously and
intentionally kills another joint tenant thereby effects a
severance of shall be deemed severed from the interest of the
decedent so that the share of the decedent passes as his or
her property and the killer or abuser has no rights by
survivorship. This provision applies to subsection shall apply
to all of the following: (i) joint tenancies with the right of
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to all of the following: (i) joint tenancies with the right of
survivorship and tenancies in common during the respective
lives of the grantees with cross-contingent remainders in fee
to the survivor in real and personal property ,; (ii) joint and
multiple-party accounts in banks, savings and loan
associations, and credit unions and other institutions ,; and
(iii) any other form of co-ownership with survivorship
incidents.
(c) A named beneficiary of a bond, life insurance
policy, or other contractual arrangement who abuses or
feloniously and intentionally kills the principal obligee or
the person individual upon whose life the policy is issued is
not entitled to may not receive any benefit under the bond,
policy , or other contractual arrangement, and it becomes
payable as though the killer or abuser had predeceased the
decedent.
(d) Any other acquisition of property or interest by
the killer or abuser shall be treated in accordance with the
principles of this section.
(e)(1) For the purposes of this section, an individual
shall be deemed to have abused another if the individual is
convicted of elder abuse and neglect in the first or second
degree or financial exploitation of an elderly person in the
first or second degree, pursuant to Article 9 of Chapter 6 of
Title 13A.
(2) A final judgment of conviction of felonious and
intentional killing , elder abuse and neglect, or financial
exploitation of an elderly person is conclusive for purposes
of this section. In the absence of a conviction of felonious
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of this section. In the absence of a conviction of felonious
and intentional killing the court may determine by a
preponderance of evidence whether the killing was felonious
and intentional for purposes of this section.
(3) The court shall order a final judgment of
conviction of felonious and intentional killing, elder abuse
and neglect, or financial exploitation of an elderly person to
be recorded in the office of the judge of probate in each
county in which the decedent or victim owned or owns property.
The judgment shall be recorded consistent with the
requirements of Section 6-9-210.
(f) This section does not affect the rights of any
person individual who, before rights under this section have
been adjudicated, purchases from the killer or abuser for
value and without notice property which the killer or abuser
would have acquired except for this section, but the killer or
abuser is liable for the amount of the proceeds or the value
of the property.
(g)(1) Any insurance company, bank, or other obligor
making payment according to the terms of its policy or
obligation is not liable by reason of this section unless
prior to payment it has received at its home office or
principal address written notice of a claim under this
section .
(2) Any individual or entity otherwise facilitating the
acquisition of property or interest under subsection (d) is
not liable by reason of this section unless prior to the
facilitation it has received written notice of a claim under
this section.
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this section.
(3) No county, county official, or agent of a county or
county official is liable by reason of this section ."
Section 2. This act shall become effective on October
1, 2026.
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1, 2026.
________________________________________________
President and Presiding Officer of the Senate
________________________________________________
Speaker of the House of Representatives
SB41
Senate 29-Jan-26
I hereby certify that the within Act originated in and passed
the Senate, as amended.
Patrick Harris,
Secretary.
House of Representatives
Passed: 10-Mar-26
By: Senator Kelley
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