I have updated the software listing that was originally published as an appendix to my book Wills, Trusts, and Technology, and have published it as “Software and Services for an Estates Practice” in the “Directories” menu. In updating the listing, I … Continue reading
Daniel Evans
This is an updated list of software that was originally published as an appendix to my book Wills, Trusts, and Technology, published by the American Bar Association and now in its second edition. In addition to updating names, publishers, and … Continue reading
Butler County has appointed Victor Vouga as Orphans’ Court Master and vacated the appointment made August 31, 2017. “Appointment of Master in Orphans’ Court; MsD: 2 of 2017” (Butler Co. 10/4/2017), 47 Pa.B. 6805 (11/4//2017). … Continue reading
Section 41 of the Act of October 30, 2017, No. 43, extends by one year the due date for inheritance tax returns that claim an agricultural or small business exemption from inheritance tax. Specifically, section 41 of the Act amends … Continue reading
Governor Wolfe signed H.B. 203 on 10/30/2017, making it Act 41 of 2017. The original purpose of the bill was to allow $10,000 (up from $5,000) in post-death wages to be paid to the family without a grant of letters … Continue reading
It was not an abuse of discretion for the Register of Wills to deny letters of administration to a son who had threatened to destroy estate property by arson and to grant letters to his brother instead. Lapp, Sr. Estate, 7 … Continue reading
Lifetime transfer of real property from decedent to son was voided due to lack of donative capacity and undue influence, so son must return proceeds of sale of property to the estate, along with mineral royalties received for the property. … Continue reading
Pettition for approval of stipulated order regarding confidential information to be exchanged by the parties was denied without prejudice when the court was not asked to determine whether documents were confidential and there was no compelling reason to approve the … Continue reading
Executor’s account should state assets as of date of death, and include receipts and disbursements beginning with date of death, and not from date of executor’s appointment. Executor also has duty to investigate the amounts and distributions of assets passing … Continue reading
Father’s attempt to revoke his consent to the adoption of his child, made orally at a hearing more than 30 days after the execution of the consent, was not timely under 23 Pa.C.S. § 2711(c) and was ineffective. In re: R.L., … Continue reading