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
Daniel Evans
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
The Act of November 3, 2022, No. 106, P.L. 1691, amends 23 Pa.C.S. § 3323 to require that divorce decrees and annulment orders include a provision advising the parties to reaffirm or change beneficiary designations for life insurance policies, annuity … Continue reading
The Act of November 3, 2022, No. 152, P.L. 2145, amends the Charitable Gift Annuity Exemption Act (No. 127 of 1996) to allow charities to purchase “de-risking annuity contracts” from insurance companies to make the payments required by charitable gift … Continue reading
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The Orphans’ Court Procedural Rules Committee has published a new proposal for a rule for Registers of Wills for the disclosure of the digital assets of a decedent to the personal representative of the decedent’s estate in accordance with 20 … Continue reading
Trustee was not in contempt for preparing and filing an account that did not comply with the Rules of Orphans’ Court Procedure, but a surcharge was imposed “to uphold the authority of the Court,” although the fees of the CPA … Continue reading
The settlor of an irrevocable trust, who retained no interests in the trust, did not have standing to participate in proceedings regarding the account filed by, and possible removal of, the trustee, and the decision upholding preliminary objections to dismiss … Continue reading
Provision of will directing that the shares of beneficiaries receiving governmental “need-based benefits” shall instead be paid to any existing “special needs trust” for the beneficiary or, if there is no trust, the share shall lapse and be distributed as … Continue reading
Erie County has adopted new Orphans’ Court rules, to be effective 30 days after publication in the Pa. Bulletin, and superseding all previous rules. “Order Adopting Orphans’ Court Rules; Doc. No. 360 of 2022,” 52 Pa.B. 7366 (12/3/2022). … Continue reading