Both houses of the Pennsylvania legislature have passed, and the governor has signed, S.B. 815, which became the Act of December 14, 2023, No. 64. The act conforms the Pennsylvania income tax on resident trusts with the grantor trust rules … Continue reading
Category Archives: News
Both houses of the Pennsylvania legislature have passed, and the governor has signed, S.B. 506, which became the Act of December 14, 2023, No. 61. The act amends guardianship procedures relating to the representation of the alleged incapacitated person, the … Continue reading
Montgomery County has adopted new fee schedules for both the Register of Wills and the Clerk of the Orphans’ Court, effective January 1, 2024. “Fees of Register of Wills” (12/1/2023), 53 Pa.B. 7730 (12/16/2023); “Fees of Clerk of Orphans’ Court” … Continue reading
Cumberland County has rescinded all of its local rules and adopted new local rules, including new Orphans’ Court rules, effective January 1, 2024, or thirty days after publication in the Pennsylvania Bulletin (which would be January 8, 2024). “Local Rules; … Continue reading
Berks County has amended Berks County Orphans’ Court Local Rules 1.9C (depository of the court), 2.7A (time for filing objections to accounts), 7.5A (motions practice), and 14.8B (acknowledgement by guardian of duties) and rescinded Rule 2.12 (small estate petitions). “Amendments … Continue reading
The Orphans’ Court Procedural Rules Committee is considering changes to Forms RW-02 (Petition for Grant of Letters) and RW-07 (Notice of Estate Administration). The petition for grant of letters would be revised to clarify that whether the decedent was the … Continue reading
The Internal Revenue Service has released Rev. Proc. 2023-34, 2023-48 IRB ___ (11/24/2023), with inflation adjustments for 2023 and, consistent with earlier predictions (with two exceptions), the changes in the most significant federal estate and trust planning numbers will be as follows: The … Continue reading
In a series of orders issued November 3, 2023, the Supreme Court has (a) adopted Rules of Judicial Administration that provide principles of construction for all procedural and evidentiary rules and (b) amended Pa.R.O.C.P. 1.2 (and other civil and criminal … Continue reading
The Pennsylvania legislature has passed, and Governor Shapiro has signed into law, a renewed section 2802-E of the Administrative Code of 1929, Act of April 9, 1929, P.L. 177, No. 175, to reimpose the “JCP” temporary surcharges of $10.00 and … Continue reading
The Administrative Office of the Pennsylvania Courts has announced that, beginning on Monday, October 2, 2023, appellate briefs that have been filed for cases in the Supreme, Superior, and Commonwealth Courts will be available for viewing through the UJS Web … Continue reading