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Home→Author Daniel Evans - Page 93 << 1 2 … 91 92 93 94 95 … 100 101 >>

Author Archives: Daniel Evans

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Proposed Amendments to Disciplinary Rules

Posted on October 29, 2014 by Daniel EvansOctober 29, 2014

It has only now come to our attention that amendments to Pennsylvania disciplinary rules were proposed in September, with a comment period ending November 3.  The amendments are intended to reduce lawyer misappropriations from client funds and fiduciary funds in … Continue reading →

Posted in News, Rules and Regs. | Tagged Rules of Professional Conduct

Pooled Disability Trusts – Act 168

Posted on October 28, 2014 by Daniel EvansOctober 28, 2014

On October 27, 2014, Governor Corbett signed SB 428, making it Act 186 of 2014. The act makes changes to 20 Pa.C.S. 7799.3, which deals with pooled trusts for people with disabilities.  The most significant change is that, when a … Continue reading →

Posted in News, Statutes

New Rules for Columbia and Montour Counties

Posted on October 26, 2014 by Daniel EvansOctober 26, 2014

Columbia and Montour Counties have published new local rules, including rules for Orphans’ Court Actions (accounts, auditors, adoptions, and appointments of guardians). Business of the Courts, Case No. 2014-MV-1, 44 Pa.B. 6750 (10/25/2014). … Continue reading →

Posted in Rules and Regs. | Tagged Columbia Co., Montour Co.

Removal of Trustee Affirmed

The Superior Court has affirmed a decree of the Philadelphia Orphans’ Court denying the validity of attempted appointments of a successor trustee (or, in the alternative, removing the successor trustee appointed) by the resigning trustee and by the settlor, and … Continue reading →

Posted in Opinions | Tagged PEF 7766, Trustee appointment, Trustee removal

IRS Approves Retroactive Reformation

The IRS has issued five identical private letter rulings, apparently to five different parties involved in the same transaction, confirming that a court-approved reformation of a trust in accordance with § 415 of the Uniform Trust Code would be respected … Continue reading →

Posted in News, Rulings | Tagged IRC 2036, IRC 2038, PEF 7740.5, Trust reformation

Pooled Trusts for the Disabled

Posted on October 16, 2014 by Daniel EvansOctober 16, 2014

Both houses of the legislature have passed SB 428, which makes changes to Pennsylvania laws on pooled trusts for persons with disabilities. … Continue reading →

Posted in News, Statutes, uncategorized

Beneficiary’s Child Support to be Paid from Estate

A beneficiary’s court-ordered child support arrearage should be paid from the estate, notwithstanding the spendthift clause in the will, and the children’s mother had no standing to object to the administration of the estate or seek removal of the executor.  … Continue reading →

Posted in Opinions | Tagged Attorney fees, Spendthrift clause, standing

Redaction of Social Security Numbers

Posted on October 11, 2014 by Daniel EvansOctober 11, 2014

Westmoreland County has issued a new general order directing the redaction of Social Security numbers from documents made available to the public by the Register of Wills and Clerk of the Orphans’ Court. Publication of Social Security Numbers; No. 3 … Continue reading →

Posted in Rules and Regs. | Tagged Orphans' Court, Register of Wills, Westmoreland Co.

Lawrence County OC Fees

Posted on October 11, 2014 by Daniel EvansOctober 11, 2014

Lawrence County has republished its fees for the Clerk of the Orphans’ Court, originally effective 1/3/2012, with increases in the Judicial Computer Project (JCP) fee to be effective on 7/10/2014 and 8/8/2014. Prothonotary and Clerk of Courts’; Administrative Order No. … Continue reading →

Posted in Rules and Regs. | Tagged Filing fees, Lawrence Co.

Approval of Nonjudicial Settlement Agreement Denied

Judge Herron of the Philadelphia Orphans’ Court has denied approval of a nonjudicial settlement agreement, stating that: “The intent of this section [7710.1] is to give all beneficiaries and trustees flexibility in the administration of certain trust matters. Seeking court … Continue reading →

Posted in Opinions | Tagged Nonjudicial settlement agreements, PEF 7710.1, PEF 7764, PEF 7765

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