The Orphans’ Court Procedural Rules Committee has published a proposal for a new rule for Registers of Wills that would provide a cross-reference to 20 Pa.C.S. § 3908, which allows disclosure of digital assets through the filing of an affidavit … Continue reading
Daniel Evans
The Committee on Legal Ethics and Professional Responsibility of the Pa. Bar Association has issued Formal Opinion 2021-300 (3/5/2021), “Ethical Considerations for Lawyers Retaining Original Wills.” The opinion adopts and endorses New York State Bar Association Ethics Opinion 1182 (1/23/2020), … Continue reading
The following comments have been submitted to the Orphans’ Court Procedural Rules Committee on the proposed rule change for notice by successor personal representatives. March 26, 2021 Pamela S. Walker, CounselOrphans’ Court Procedural Rules CommitteeSupreme Court of PennsylvaniaPennsylvania Judicial CenterPO … Continue reading
The Orphans’ Court Procedural Rules Committee has proposed an amendment to Pa.O.C. Rule 10.5(a), regarding notice of estate administration, that would change “the personal representative to whom original letters have been granted” to “a personal representative to whom letters have … Continue reading
There is now a page on the Department of Revenue website (https://mypath.pa.gov/_/#19) where you can find the status of an inheritance tax return that has been filed, based on the decedent’s social security number and last name. There seem to … Continue reading
On March 18, the Pa. Department of Revenue announced that it would extend the deadline for filing 2020 personal income tax returns, and paying any tax owed, from April 15 to May 17. The Internal Revenue Service had announced a … Continue reading
The Administrative Office of Pennsylvania Courts has revised and republished the list of applicable authorities that restrict public access to court records. “Case Records Public Access Policy of the Unified Judicial System of Pennsylvania,” 51 Pa.B. 1497 (3/20/2021). The revisions do not … Continue reading
In Information Release IR-2021-59 (3/17/2021), the Internal Revenue Service has announced that, due to the continuing COVID-19 pandemic, the filing date for individual income tax returns will be extended from April 15, 2021 to May 17, 2021. The postponement also … Continue reading
Travel expenses of the administrator were allowed for gas, U-Haul rentals, and hotels over the objections of creditors of an insolvent estate, the court finding that the trips from the administrator’s home in Florida to Pennsylvania were reasonable and appropriate, … Continue reading
On an appeal from probate, petitioner failed to answer discovery requests and was sanctioned by being barred from introducing evidence of undue influence or lack of capacity. For the remaining allegations of fraud and forgery, the petitioner did not present … Continue reading