The Superior Court has affirmed the dismissal of a petition to remove a corporate trustee, finding that the allegations of the petition were not grounds for removal under 20 Pa.C.S. § 7766(b). Specifically, neither changes in staffing by the trustee, … Continue reading
Daniel Evans
Lackawanna County has adopted a new Lacka.Co.R.C.P. 175 for the use of “Advanced Communication Technology” (e.g., videoconferencing), and has amended Rule 208.3(a) on motion procedure, both of which may affect Orphans’ Court practice. “Adoption of Lacka.Co.R.C.P. 175 and Amendments to … Continue reading
Somerset County has increased the monthly fees of currently serving court-appointed professional guardians for incapacitated individuals who receive a medical assistance long-term care grant to $300.00 per month, effective January 9, 2023. “Administrative Order; Administrative Order 1 of 2023″ (1/5/2023), 53 … Continue reading
York County has increased the monthly fees of currently serving court-appointed professional guardians for incapacitated individuals who receive a medical assistance long-term care grant to $300.00 per month, effective January 1, 2023. “Increase in Fees for Court-Appointed Guardian of Medicaid … Continue reading
The Supreme Court has reversed decisions of the Superior Court and Orphans’ Court and held that a trust modification with the consent of the settlor under 20 Pa.C.S. §7740.1(a) may change the provisions of a trust relating to the appointment … Continue reading
The following chart shows the status of legislation introduced in the 2021-2022 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 … Continue reading
Indiana County has increased the monthly fees of currently serving court-appointed professional guardians for incapacitated individuals who receive a medical assistance long-term care grant to $300.00 per month, effective January 1, 2023. “Increase in Fees for Court-Appointed Guardians of Medicaid … Continue reading
The Supreme Court has rescinded and replaced guardianship Forms G-02, G-03, and G-05 for annual reports and inventories in order to make them easier to complete accurately. “Order Rescinding and Replacing Pennsylvania Orphans’ Court Forms G-02, G-03, and G-05; No. … Continue reading
Lehigh County has adopted a new Local Rule 4.7-1 mandating electronic filing in the Orphans’ Court, to be effective 30 days after publication. “Orphans’ Court Rules; File No. AO 2022-0002,” 52 Pa.B. 7920 (12/24/2022). … Continue reading
Montgomery County has increased the monthly fees of currently serving court-appointed professional guardians for incapacitated individuals who receive a medical assistance long-term care grant to $300.00 per month, effective January 1, 2023. “Increase of Fees for Court-Appointed Guardians of Medical … Continue reading