The Orphans’ Court Procedural Rule Committee has proposed amendments to Pa. R.O.C.P. 5.8, on the discharge of a fiduciary, in order to clarify that the rule does not apply to the discharge of a trustee under a nonjudicial settlement. Comments, … Continue reading
Category Archives: News
The Orphans’ Court Procedural Rule Committee has proposed amendments to Pa. R.O.C.P. 7.1 in order to include the procedures under Pa. R.Civ.P. 234.3 for notices to a party to attend a hearing or produce documents or things, and in order … Continue reading
The Internal Revenue Service has published a draft of Form 706, “United States Estate (and Generation-Skipping Transfer) Tax Return,” for decedents dying in 2025. There are a number of changes from the 2024 version of Form 706, some similar to … Continue reading
In the article on the increase in the federal estate tax exclusion amount under the “megabill” enacted as P.L. 119-21 (see “Federal Estate Tax Exclusion Increased to $15 Million“), it was reported that a number of income tax provisions that...
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York County has adopted a new local rule of Orphans’ Court Procedure 5.50.1, “Settlement of Small Estate by Petition.” “Adoption of Local Rule of Orphans’ Court Procedure 5.50.1; 6725-1448” (7/18/2025), 55 Pa.B. 5108 (8/2/2025). … Continue reading
Schuylkill County has adopted a new Sch.R.C.P. 2064 for the compromise, settlement, discontinuance, or distribution in an action involving an incapacitated person. “Administrative Order; No. S-1580-25” (7/9/2025), 55 Pa.B. 4971 (7/26/2025). … Continue reading
H.R. 1, previously known as the “One Big Beautiful Bill,” was passed by both houses of Congress and was signed into law on July 4, becoming P.L. 119-21. Section 70106 of the act changes the provision that had doubled the … Continue reading
In 2019, the Pa. Department of Revenue published in the Pa. Bulletin a table of life estate and remainder factors to be used to determine the present value of a life estate or remainder that is being transferred subject to … Continue reading
York County has adopted a new rule on required reports by county agencies in adoption proceedings. “Adoption of Local Rule of Orphans’ Court Procedure 15.5; 6725-1167” (York Co. 6/10/2025), 55 Pa.B. 4333 (6/28/2025). … Continue reading
On May 9, the House of Delegates of the Pa. Bar Association approved a joint recommendation of the Real Property, Probate and Trust Law and Elder Law Sections to support legislation that would allow both electronic wills and electronic forms … Continue reading