Cumberland County has adopted a new local rule for discovery in its Orphans’ Court, as well as other local rules for civil actions, and custody and divorce proceedings. “Local Rules; Civil Term; 96-1335 Civil” (1/22/2025), 55 Pa.B. 904 (2/1/2025). … Continue reading
Category Archives: News
York County has published new fee schedules for its Register of Wills and Clerk of the Orphans’ Court. “Fee Bill for the Office of the Register of Wills; No. 6724-8888” (12/17/2024), 55 Pa.B. 23 (1/4/2025); “Fee Bill for the Office … Continue reading
By an order dated December 18, 2024, the Supreme Court has amended Pennsylvania Rules of Orphans’ Court Procedure 1.8, 2.4, 14.2, 14.3, 14.4, 14.6, 14.7, 14.8, 14.9, and 14.14, rescinded and replaced Form G-01 (citation and notice of guardianship petition), … Continue reading
Schuylkill County has adopted new fee schedules for both the Register of Wills and the Clerk of the Orphans’ Court, effective January 1, 2025. “Administrative Order; No. 5424-0982” (11/18/2024), 54 Pa.B. 7829 (12/7/2024). … Continue reading
The Pa. Department of Revenue has issued a Realty Transfer Tax Bulletin explaining the exemption for real property distributed from an estate, and the bulletin provides some helpful guidance on a few issues. Realty Transfer Tax Bulletin 2024-01, “Transfers from...
The Supreme Court has adopted a new Pa. R.O.C.P. 10.7 implementing 20 Pa.C.S. 3908, which provides that the filing of certain affidavits with the Register of Wills has the same effect as the “finding of a court” for the purpose … Continue reading
Philadelphia County has adopted a revised Phila. O.C.Div. Rule 5.16B for petitions to determine title to a decedent’s interest in real property under 20 Pa.C.S. § 3546, as revised by the Act of July 8, 2016, No. 79 of 2016. “Adoption … Continue reading
The Court of Common Pleas of Butler County has issued the first general administrative order in Pennsylvania (and one of the first in the U.S.) governing court filings produced using “generative artificial intelligence” (also known as “large language models,” such … Continue reading
In addition to the numbers shown in “Unofficial Inflation Adjustments for 2025,” practitioners may also wish to know that the limit on qualified charitable distributions from individual retirement accounts under I.R.C. § 408(d)(8), which had been $100,000 in 2023 and … Continue reading
The Bureau of Labor Statistics has published the Chained Consumer Price Index (C-CPI-U) for August 2024, and so it’s possible to calculate various inflation adjustments for 2025. The following are the significant federal estate planning numbers calculated for 2025, with … Continue reading