The Supreme Court has entered an order adopting new financial regulations that will increase the statutory fee for a grant of letters by the Register of Wills, and for petitions filed with the Orphans’ Court for adoptions, incapacitated persons’ estates, minors’ estates, … Continue reading
Daniel Evans
Two more counties have adopted public access rules to comply with Section 7 of the Public Access Policy of the Unified Judicial System of Pennsylvania, which applies to the Clerks of the Orphans’ Courts, and Philadelphia County has amended its … Continue reading
A beneficiary designation that was signed and mailed by the decedent was binding and effective even though the decedent died before the designation form was received by the State Employees’ Retirement System. Estate of Lynn D. Wilson v. State Employees’ Retirement … Continue reading
The Orphans’ Court properly found that the burden of proof was on the surviving wife, as the surviving owner of property conveyed to her and the decedent by the decedent in a 2006 deed, as to whether the deeds to … Continue reading
A surviving spouse who is not a beneficiary of a revocable trust executed before the marriage is not entitled to an intestate share of the trust under 20 Pa.C.S. § 2507(3) because that section is not a “rule of construction” … Continue reading
The former wife of the income beneficiary of an irrevocable inter vivos qualified terminable interest property (QTIP) trust had no standing to object to the trustee’s failure to collect income of the trust even though (a) the former wife would … Continue reading
← Previous Year | Current Year | Following Year → HTML Version Copyright 2016- Daniel B. Evans. All rights reserved. — Short Term Rates for 2017 — — Mid Term Rates for 2017 — — Long Term Rates for 2017 — … Continue reading
The revised text of the “Tax Cuts and Jobs Act” (H.R. 1) was released by the joint conference committee last Friday (12/15/2017), and the Republicans seem to have enough votes in the House and the Senate to pass the bill … Continue reading
Seven more counties have adopted public access rules to comply with Section 7 of the Public Access Policy of the Unified Judicial System of Pennsylvania, which applies to the Clerks of the Orphans’ Courts. “Local Rules Regarding Public Access Policy; … Continue reading
A surviving spouse was not required to claim her intestate share of the estate within the six month period required for claiming an elective share, and she did not forfeit her intestate share by filing an action for divorce against … Continue reading