In an order dated August 9, 2016, (No. 702 Supreme Court Rules Docket), the Supreme Court rescinded and replaced Some of the state-wide forms for use in the Orphans’ Court and Register of Wills, specifically Forms OC-1 through OC-6 and … Continue reading
The IRS has released the new Form 8971 (and its instructions) for executors to use to report federal estate tax values as required by new IRC section 6035. The Form 8971 is filed with the IRS, and a separate Schedule … Continue reading
The Pennsylvania Department of Revenue has announced the release of new inheritance tax forms designed to “enhance processing efficiency.” Tax Update, No. 177 (Dec. 2014/Jan. 2015). According to the Department: The newly designed form has revised Ovals 4 through 11 … Continue reading
The Realty Transfer Tax Statement of Value, Form REV-183 EX, has been revised somewhat, bears the revision date “10-14,” and is now available for download through the Pa. Department of Revenue. Changes include the following: The explanations at the top … Continue reading
This article will explain some of the drafting decision reflected in the author’s sample form of durable general power of attorney (“the form”). The form and this commentary were originally published on 12/1/2014 to reflect changes to 20 Pa.C.S. Ch....
Below is the author’s form of durable general power of attorney, including changes required or suggested by Act 95 of 2014 and Acts 79 and 103 of 2016. There is a separate article with commentary on the form. A copy...
HTML Version Copyright 1995- Daniel B. Evans. All rights reserved. (Last updated 4/29/2017) The Clerk of the Orphans’ Court of each county in Pennsylvania is responsible for accepting all filings in Orphans’ Court matters, including estate accounts, guardianships, adoptions, and other such … Continue reading
HTML Version Copyright 1995- Daniel B. Evans. All rights reserved. (Last updated 6/8/2016) The Register of Wills of each county in Pennsylvania is responsible for the probate of wills and the grant of letters testamentary or letters of administration to the personal representatives (executor or administrator) … Continue reading