The Pennsylvania Lawyers Fund for Client Security has proposed amendments to the Rules of Disciplinary Enforcement relating to the Fund. It is stated that the majority of the amendments are “administrative in nature, or memorialize the existing practice.” “Proposed Amendments … Continue reading
Category Archives: News
The Administrative Office of Pennsylvania Courts has revised and republished the list of applicable authorities that restrict public access to court records. “Case Records Public Access Policy of the Unified Judicial System of Pennsylvania,” 49 Pa.B. 4544 (8/17/19). The revisions … Continue reading
In two separate orders, Delaware County has adopted several new local Orphans’ Court rules addressing guardianships, cemetery companies, and settlement of small estates. “Local Orphans’ Court Rules Nos. 14.2—14.13; Guardianships; Orphans’ Court No. 497-19; Judicial Support Civil No. 17-5120” (Delaware … Continue reading
A new calculation for the valuation of promissory notes has been added to Webcalculators, the overview for which is below: … Continue reading
A new calculation for the valuation of intra-family loans at a below-market rate of interest has been added to Webcalculators, the overview for which is below: … Continue reading
Montgomery County has adopted new guardianship rules, to be effective 30 days after publication in the Pennsylvania Bulletin. “Adoption of Local Rules of Orphans’ Court 14.2—Petition for Adjudication of Incapacity and Appointment of a Guardian of the Person or Estate … Continue reading
Westmoreland County has adopted new guardianship rules, effective 30 days after publication. “Guardianship Rules; No. 3 of 2019” (Westmoreland Co. 6/10/19), 49 Pa.B. 3476 (7/6/2019). … Continue reading
Schuylkill County has adopted local O.C. Rule 14.3(b), on proof of incapacity. “Local Orphans’ Court Rule 14.3(b); 2008-5000E” (6/18/2019), 49 Pa.B. 3476 (7/6/19). … Continue reading
H.B. 262, which eliminates the inheritance tax on all transfers from parents to children who are 21 or younger, also allows revocable trusts to be treated as part of the estate for Pennsylvania income tax purposes if the estate has … Continue reading
Monroe County has amended its local Orphans’ Court rules to include new Rules 14.3 and 14.8, relating to guardianships of incapacitated persons. “Amendment of Local Orphans’ Court Rules; 61 AD 2019” (Monroe Co. 6/12/2019), 49 Pa.B. 3311 (6/29/2019). … Continue reading