Co-trustees of a trust cannot obtain a surcharge against a third trustee for failing to arrange for the payment of a premium on a life insurance policy when there was no clear evidence of a delegation to the third trustee. … Continue reading
Daniel Evans
Funds which had been donated to a Philadelphia social organization that promoted gymnastics was awarded under the cy pres doctrine to a similar national organization, to be used to benefit and promote gymnastics and physical education in the Philadelphia area … Continue reading
The Supreme Court has published an updated list of the financial institutions which are “eligible institutions” in which lawyers may deposit funds held by the lawyer as a personal representative, guardian, conservator, receiver, trustee, agent under a durable power of … Continue reading
[This article is adapted from course materials originally published as “‘Til Debt Do Us Part” as part of the May 2010 Annual Meeting of the Real Property, Probate and Trust Law Section of the Pennsylvania Bar Association.] Insolvent estates seem...
This content is for Subscriber members only.
Register
Register
Already a member? Log in here
The Orphans’ Court Procedural Rules Committee has proposed amendments to O.C. Rules 1.8 and 10.1 in order to allow the filing of forms with the Orphans’ Courts and Registers of Wills that are “identical in content and sequential ordering” as … Continue reading
Cumberland County has adopted a public access rule 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. (See “Public Access Compliance Policy for … Continue reading
The Orphans’ Court Procedural Rules Committee has proposed removing the Estate Information Form, RW-01 (REV-346) from the index and appendix of Register of Wills forms. The report of the committee states that the form is a Department of Revenue form … Continue reading
If you’re curious about the effects of the new federal tax law (i.e., the reconciliation act of 2017, formerly known as the Tax Cuts and Jobs Act), I’ve created an on-line calculator that shows the impact of the new tax … Continue reading
Five 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. (See “Public Access Compliance Policy for … Continue reading
Act 64 of 2017 (H.B. 1019), which was signed by the governor on 12/21/2017 and will be effective on 2/19/2018, adds a new Chapter 7 to Title 9 of the Pa. Consolidated Statutes (“Burial Grounds”) giving people “reasonable access” to … Continue reading