The Supreme Court has amended the Rules of Disciplinary Enforcement to shorten the times for penalties after the annual due date for attorney registration. Attorney registrations are due July 1, and a nonwaivable penalty had been imposed for registrations not … Continue reading
Category Archives: News
[The following is the text of the comments (with some corrections for typographical errors) I have submitted to the Treasury Department on the proposed regulation that addresses changes in the federal estate tax exclusion amount under the tax reconciliation act … Continue reading
The Supreme Court has allowed an appeal from an order directing a trustee to provide the beneficiaries with unredacted copies of lawyer fee invoices that the trustee paid from trust funds. Both the Orphans’ Court and the Superior Court had … Continue reading
I received some emails recently from someone who was very unhappy that a court was not allowing him to represent a family member in court, even though he had a power of attorney authorizing him to “pursue claims and litigation” … Continue reading
Berks County has amended local Orphans’ Court Rules 2.5A, 2.7A, 14.1A, 14.3A, 14.4A, 14.8A, and 14.8B, and adopted new Rules 2.6A, 2.6B, and 2.6C. “Amendments to Local Rules; No. 19-1 Prothonotary” (Berks Co. 1/17/2019), 49 Pa.B. 616 (2/9/2019). … Continue reading
Bedford County has entered an administrative order designating a “Guardianship Compliance Officer” to be responsible for enforcing the filing of inventories and reports in accordance with Pa. O.C. Rule 14.8(f). “Guardianship Compliance Officer; No. AD 1 for the Year 2019” … Continue reading
The Supreme Court Orphans’ Court Procedural Rules Committee is planning to propose a new Pa.O.C. Rule 5.50 to specify the contents of a petition to settle a small estate in accordance with 20 Pa.C.S. § 3102. Any comments on the … Continue reading
The Supreme Court has granted certiorari in the appeal of the North Carolina Department of Revenue in North Carolina Department of Revenue v. Kimberley Rice Kaestner 1992 Family Trust, 814 S.E.2d 43 (N.C. 2018), No. 18-457 (U.S.S.C. 1/11/2018). The North … Continue reading
A new Webcalculator for charitable remainder lead trusts (CLATs) is now up and running. It includes computations of the payouts necessary to zero-out the noncharitable remainders of CLATs with increasing annuity payouts and “shark fin” CLATs in which the remainder is minimized … Continue reading
Delaware County has amended its fee schedule for the Register of Wills and Orphans’ Court, increasing per page certification fees to $1.00 per page, to be effective February 1, 2019. “Amendments to the Register of Wills and Clerk of Orphans’ … Continue reading