[Update (8/24/2023): The Supreme Court has reversed the Superior Court and reinstated the judgment of the Orphans’ Court.] The Pa. Supreme Court is allowing an appeal from a decision of the Superior Court on the following issue (as stated by … Continue reading
Category Archives: News
On May 5, the Treasury Department published new proposed regulations for the valuation of life estates, remainders, and unitrust interests based on a new mortality table from the 2010 census. “Use of Actuarial Tables in Valuing Annuities, Interests for Life … Continue reading
Reports are circulating that the Pa. Dept. of Revenue has told Registers of Wills that it will no longer be issuing Forms REV-1543 to the surviving owners of joint bank accounts or the beneficiaries of “in trust for” or “pay … Continue reading
Amendments have been proposed to various rules of civil procedure that would amend and consolidate the rules for waiving fees and costs (proceeding in forma pauperis) as Rule of Judicial Administration 1990, replacing Rule of Civil Procedure 240. Under the … Continue reading
The Pennsylvania Supreme Court has increased the annual registration fee paid by lawyers from $145 to $195. “Amendment of Rule 219(a) of the Pennsylvania Rules of Disciplinary Enforcement; No. 219 Disciplinary Rules Docket” (3/14/2022), 52 Pa.B. 1733 (3/26/2022). … Continue reading
The Internal Revenue Service has published new proposed regulations to address the changes to the required minimum distribution rules under the amendments to section 401(a)(9) made by sections 114 and 401 of the Setting Every Community Up for Retirement Enhancement … Continue reading
The most recent Pennsylvania Bulletin includes actual and proposed changes to CLE and annual registration procedures that may be of interest to Pennsylvania lawyers generally. The Rules for Continuing Legal Education have been amended to allow some CLE credits for … Continue reading
The Supreme Court has adopted amendments to a number of Orphans’ Court rules to change references to “master” to “hearing officer.” The purpose of the amendments is to eliminate a term that has “a perjorative connotation” in “modern parlance outside … Continue reading
Pa.R.O.C.P. 10.5 has been amended to require that a notice of estate administration be given upon the grant of letters and whenever there is a change in personal representatives, including changes due to the death or resignation of a personal … Continue reading
Counties have begun updating their local rules to conform to the amendments of Pa.R.O.C.P 1.99 and the Case Records Public Access Policy of the Unified Judicial System of Pennsylvania to require the use of the confidential information form and eliminate … Continue reading