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
Daniel Evans
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The Supreme Court has rescinded and replaced guardianship Forms G-02, G-03, and G-05 for annual reports and inventories in order to make them easier to complete accurately.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
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