In “IRS Publication 590-B and 10-Year RMDs,” it was reported that IRS Publication 590-B had caused concerns about the application of the new 10-year rule, because examples in the publication made it appear that beneficiaries of inherited individual retirement accounts … Continue reading
Daniel Evans
In a dispute over legal fees paid by a trustee, the Orphans’ Court had ordered the trustee to turn over to the beneficiaries unredacted invoices for legal fees paid, and an evenly divided Supreme Court has affirmed the order. In … Continue reading
[Update (4/24/2021): According to the website MarketWatch, an unnamed “IRS spokesman” has said that the examples in IRS Publication 959-B are incorrect and will be revised to show that beneficiaries have 10 years to withdraw from an IRA “in whatever...
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Dauphin County has published a new Orphans’ Court Local Rule 4.7 for electronic filing, which will be effective thirty days after publication. “Promulgation of Local Rules; No. 1793 S 1989” (3/22/2021), 51 Pa.B. 2163 (4/17/2021). … Continue reading
The Administrative Office of Pennsylvania Courts has published proposed amendments to the Electronic Case Record Public Access Policy of the Unified Judicial System that would expressly include records of the Guardianship Tracking System and the Clerk of the Orphans’ Court … Continue reading
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
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 “Pennsylvania Tax Hub” website (https://mypath.pa.gov) 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. … Continue reading