The niece of the decedent who acted as the decedent’s health care agent and was the sole emergency contact listed for the decedent in the hospital’s medical records, and who also prepared the will for the decedent to sign which … Continue reading
Daniel Evans
Requests by the executors to the surviving spouse for bank statements and life insurance information that were needed for estate administration did not constitute discovery waiving the Dead Man’s Act (42 Pa.C.S. § 5930), and so the surviving spouse was … Continue reading
Below is an overview/explanation from Webcalculators. For an article addressing the pros and cons of the election, and drafting to allow disclaimers of interests that would prevent the treatment of a trust as a sole use trust, see “‘Sole Use … Continue reading
The wife of the decedent and executor of his estate, who had asserted attorney-client privilege during discovery, could not then waive the privilege at trial unless the opposing litigants could first conduct discovery regarding the communications for which the privilege … Continue reading
With the release of the Chained Consumer Price Index (C-CPI-U) for August 2018, it’s possible to calculate various inflation adjustments for 2019. The following are the significant federal estate planning numbers, with the numbers for 2018 shown in parentheses: The … Continue reading
The Supreme Court has entered an order adopting a new Rule 510 of the Pennsylvania Rules of Judicial Administration that implements a new statewide electronic filing and tracking system for reports and inventories of guardians of adult incapacitated persons. “In … Continue reading
Chester Co. has amended the fee schedule of the Register of Wills in two ways: The filing fee for an affidavit of death pursuant to 20 Pa.C.S. § 925 is changed to $25.00. “Fee Bill for the Office of the … Continue reading
The Supreme Court updates from time to time (and the Disciplinary Board publishes in the Pennsylvania Bulletin) a list of the names of financial institutions which are “eligible institutions” in which lawyers may deposit funds held by the lawyer as … Continue reading
Probate of will and codicil was denied for lack of testamentary capacity that was supported by medical testimony and by evidence that the decedent had shown signs of memory loss and dementia before the execution of the will and trust, … Continue reading