Pennsylvania Legislation 2015-2016

The following chart shows the status of legislation introduced in the 2015-2016 session of the Pennsylvania legislature that might be of interest to estate and trust practitioners.  Click on the bill number to see the history or text of the bill.

BillPurpose/SubjectAdds/AmendsLast House ActionLast Senate ActionAct
HB 65Make audiovisual records of autopsies confidentialNew Ch. 89 to Title 20Third consideration and final passage (5/12/15)Referred to Judiciary (5/20/15)
HB 72Disposition of remains by majority of equal kin20 Pa.C.S. § 305(d)(2)Third consideration and final passage (4/14/15)Referred to Judiciary (4/17/15)
HB 122Authorizes additions to tuition accounts and increases UTMA fiduciary transfers requiring court order to $50,00020 Pa.C.S. § 5306(c)(3)Third consideration and final passage (5/6/15)Referred to Judiciary (5/8/15)
HB 154Allowing claims of $5,000 or less by lineal descendants other than childrenNew 20 Pa.C.S. § 3101(e)(1.1)Referred to Judiciary (1/21/2015)
HB 162Modifying procedures for birth records of adoptees23 Pa.C.S. §§ 2911 and 2937Signed in House (10/25/16)Signed in Senate (10/25/16)Act 127 (11/3/2016)
HB 242Eliminating the liability of family members for the support of the indigent23 Pa.C.S. § 4603Referred to Judiciary (1/28/2015)
HB 299Add to the agent's acknowledgment and adding conditions for actions by older adult protective agencies20 Pa.C.S. §§ 5601(c) and (d) and 5604(d)Third consideration and final passage (4/21/15)Referred tp Judiciary (5/1/15)
HB 443Adds grandchild to those who can withdraw funds from small bank accounts without letters20 Pa.C.S. § 3101(b)Third consideration and final passage (4/5/16)Referred to Judiciary (4/12/16)
HB 444Creates savings accounts for future expenses of disabled beneficiaries (See also HB 583, HB 1319, HB 1829, SB 726, and SB 879)New "ABLE Account Program Act"Referred to Finance (2/12/15)
HB 454Mandatory termination of parental rights23 Pa.C.S. § 2511Referred to Judiciary (2/12/2015)
HB 489Repeals DOMA and provides for same-sex marriage23 Pa.C.S. §§ 1102 and 1704Referred to Judiciary (2/17/15)
HB 491Amends the Casey memorial fund20 Pa.C.S. § 8622(c)Referred to Judiciary (2/17/15)
HB 583Creates savings accounts for future expenses of disabled (See also HB 444, HB 1319, HB 1829, SB 726, and SB 879)New "Pennsylvania ABLE Savings Program Act"Referred to Finance (2/26/15)
HB 585Manner of executing anatomical gifts20 Pa.C.S. § 8613Third consideration and final passage (6/20/16)Referred to Judiciary (6/23/16)
HB 647Extends Older Adults Protective Services Act to "financial abuse"Older Adults Protective Services Act (November 6, 1987, P.L. 381, No. 79).Referred to Aging and Older Adult Services (2/27/15)
HB 665Technical corrections to Act 95 of 201420 Pa.C.S. §§ 5601, 5603, and 5604, and 57 Pa.C.S. § 316(2.1)Third consideration and final passage (4/21/15)Third consideration and final passage (9/26/16)Act 103 (10/4/2016)
HB 736Amends inheritance tax agricultural exceptionTax Reform Code of 1971, § 2111(s)Referred to Finance (3/6/15)
HB 786Redefines "abuse" in Older Adults Protective Services Act and makes changes to reporting and enforcementOlder Adults Protective Services Act (November 6, 1987, P.L. 381, No. 79).Referred to Aging and Older Adults Services (3/13/15)
HB 852Allows amounts to be added to accounts created for a minor under the Tuition Accounts Program and College Savings Bond Act (No. 11 of 1992)New 20 Pa.C.S. § 5104Referred to Judiciary (4/8/15)
HB 932Excludes from realty transfer tax the sale of family homes within five years of the deaths of first responders in the performance of their dutiesAmends § 1102-C.3 of the Tax Reform Code of 1971Third consideration and final passage (10/18/16)First consideration (10/19/16)
HB 933Excludes from inheritance tax transfers upon the deaths of responders in the performance of their dutiesAmends § 2111 of the Tax Reform Code of 1971Referred to Finance (4/8/15)
HB 943Provides procedures for lethal medication for patients seeking humane deathNew 20 Pa.C.S. Ch. 54BReferred to Judiciary (4/10/15)
HB 971Sets inheritance tax rate of 0% for children under 21Amends § 2116(a)(2) of the Tax Reform Code of 1971,Third consideration and final passage (3/22/16)First consideration (9/27/16); Re-referred to Appropriations (10/17/16)
HB 1198Amends inheritance tax exemptions for farmland and family businessesAmends §§ 2111(s), (s.1), and (t), and 2130(5) of the Tax Reform Code of 1971.Third consideration and final passage (6/22/15); conference committee report accepted (7/13/16)Third consideration and final passage (12/18/15); conference committee report accepted (7/13/16)Act 84 (7/13/16)
HB 1210Amends Older Adults Protective Services Act, to include acts of agent under power of attorney in definition of "exploitation"Amends section 103 of act of November 6, 1987, No. 79, P.L. 381, known as the Older Adults Protective Services Act.Re-reported from Appropriations, third consideration and final passage (7/22/15)Referred to Aging and Youth (8/19/15)
HB 1237Amends Solicitation of Funds for Charitable Purposes Act to increase contribution amounts requiring independent auditsAmends Section 5(f) of Act of December 19, 1990 (P.L. 1200, No. 202).Referred to State Government (6/5/15)
HB 1240Increases regulation and reporting requirements for charities and professional solicitorsAmends the Solicitation of Funds for
Charitable Purposes Act, act of December 19, 1990
(P.L.1200, No. 202)
Referred to Commerce (8/10/15)
HB 1319Provides for savings account program for future disability expenses of beneficiaries (See also HB 444, HB 583, HB 1829, SB 726, and SB 879)New "Achieving a Better Life Experience (ABLE) Act"Third consideration and final passage (6/24/15); Referred to Rules (4/13/16)Amended on third consideration (3/21/16)
HB 1329Requires hospitals to allow patients to designate persons to provide care after discharge, and to obtain consents to give caregivers medical information and instructions for patient care after discharge.New "Caregiver Advise, Record and Enable Act"Third consideration and final passage (6/30/15); concurred in Senate amendments (4/12/16)Third consideration and final passage (4/11/16)Act 20 (4/20/16)
HB 1403Requires insurers to check death records and notify beneficiaries of life insurance policiesNew 40 Pa.C.S. Ch. 37 , "Unclaimed Life Insurance Benefits"Re-reported from Appropriations, third consideration and final passage (7/22/15); signed in House (10/26/16)Third consideration and final passage (10/26/16); signed in Senate (10/26/16)Act 132 (11/3/2016)
HB 1829Provides for savings account program for future disability expenses of beneficiaries (See also HB 444, HB 583, HB 1829, SB 726, and SB 879)New "Pennsylvania ABLE Act"Referred to Finance (2/5/16)
HB 1940Exempts certain kinds of printing and mailing activities from "fundraising activities"Amends section 6(a)(3) of the Solicitation of Funds for Charitable Purposes ActReferred to Finance (4/5/16)
HB 1941Exempts inheritances of $250,000 or less from taxAmends section 2106 of the Tax Reform Code of 1971Referred to Finance (4/1/16)
HB 2052Increases exemption threshold for registration under Solicitation of Funds for Charitable Purposes Act from $25,000 to $50,000 in gross annual receiptsAmends sections 5(p), 6(a)(8), and 7(a)(3) of Solicitation of Funds for Charitable Purposes Act, act of December 19, 1990 (P.L. 1200, No. 202).Referred to State Government (5/11/16)
HB 2228Allows relatives reasonable access to graves in private cemeteriesAmends 9 Pa.C.S. section 101 (definitions) and adds new sections 102 and 103.Referred to Local Governments (6/29/16)
SB 4Allows the legislature to establish uniform standards for institutions of purely public charityAmends section 2(b) of Article VIII of the ConstitutionReferred to Finance (2/26/15)Third consideration and final passage (2/17/15)
SB 178Consolidating the Solicitation of Funds for Charitable Purposes Act and the Purely Public Charity ActNew Title 10 Pa.C.S. Chs. 1, 13, & 23Referred to State Government (1/27/2015)
SB 180Relating to anatomical gifts20 Pa.C.S. Ch. 86Referred to Judiciary (5/19/16)Third consideration and final passage (5/17/16)
SB 314Income tax exclusion for $3,000 of income from qualified disability trustsTax Reform Code of 1971, § 305Referred to Finance (1/23/2015)
SB 331Phase out and repeal of inheritance taxTax Reform Code of 1971, § 2116Referred to Finance (1/26/2015)
SB 398Relating to organ donor information on driver's licenses20 Pa.C.S. § 8619(a)Third consideration and final passage (12/2/15)Third consideration and final passage (6/23/15)Act. No. 79 (12/17/15)
SB 454Further providing for grounds for involuntary termination of parental rightsAmends 23 Pa.C.S. § 2511Referred to Judiciary (2/12/15)
SB 518Adopts Revised Uniform Fiduciary Access to Digital Assets Act (2015)New 20 Pa.C.S. Ch. 39Referred to Judiciary (11/19/15)Third consideration and final passage (11/18/15)
SB 549Allows voluntary lethal injections for terminal diseasesNew 20 Pa.C.S. Ch. 54B ("Death with Dignity")Referred to Judiciary (3/6/15)
SB 556Excludes conservation easements from realty transfer taxTax Reform Code of 1971, § 1102-C.3Reported as amended by Finance and first consideration (5/6/15); Re-referred to Appropriations (6/1/15)
SB 568Amendments to guardianship proceduress; appointment of mediators or arbitrators20 Pa.C.S. §§ 751-752 and Ch. 55Referred to Judiciary (2/10/16)Third consideration and final passage (2/8/16)
SB 580Clarifies inheritance tax family farm exceptionTax Reform Code of 1971, §§ 2102, 2111(s) and (s.2)Re-referred to Appropriations (4/20/15)
SB 726Provides for savings account program for future disability expenses of beneficiaries (See also HB 444, HB 583, HB 1319, HB 1829, and SB 879)New "ABLE Account Program Act"Referred to Finance (4/23/15)
SB 759Adopts Uniform Fiduciary Access to Digital Assets Act (See also, SB 518)New 20 Pa.C.S. Ch. 39Referred to Judiciary (5/1/15)
SB 879Provides for savings account program for future disability expenses of beneficiaries (See also HB 444, HB 583, HB 1319, HB 1829, and SB 726)New "Pennsylvania ABLE Act"Third consideration and final passage (4/11/16)Third consideration and final passage (9/18/15); Concurred in the House amendments (4/13/16)Act No. 17 (4/18/2016)
SB 902Prohibits discrimination against disabled organ recipientsNew 20 Pa.C.S. § 8613(g)Referred to Judiciary (8/13/15)
SB 939Increases from 0.5% to 1% the amount of inheritance tax in excess of $1,000,000 per year retained by RegistersAmends section 21 of the Transfer Inheritance Tax Law of June 20, 1919.Referred to Finance (7/7/15)
SB 1104Omnibus amendments to PEF Code, including changes affecting determining title to real estate, personal jurisdiction over personal representatives, continuing businesses, powers of health care agents, acknowledgement of powers of attorney by lawyers, powers of agents, releases of powers or interests, powers of appointment, Uniform Trust Act, and charitable instruments.Amends 20 Pa.C.S. § 712, § 3314, § 3315, § 3546, Ch. 54, Ch. 56, and Ch. 77, and adds new § 3163, § 6103.1, Ch. 76 (powers of appointment), and Ch. 79 (charitable instruments).Third consideration and final passage (6/14/16)Third consideration and final passage (4/4/16); Senate concurred in House amendments (6/30/16)Act. No. 79 (7/8/16)
SB 1179Regulates collection bins for donations of clothing and household itemsAdds new section 13.1 to the Solicitation of Funds for Charitable Purposes Act, act of December 19, 1990 (P.L. 1200, No. 202).Referred to State Government (5/2/16)
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