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
Category Archives: News
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
A new Webcalculator for charitable remainder annuity trusts (CRATs) is now up and running. It includes projections for when a trust might terminate if the trust incorporates the language of Rev. Proc. 2016-42 so that the trust terminates before it exhausts, and … Continue reading
The Disciplinary Board of the Supreme Court has proposed amending the Rules of Professional Conduct to add an additional exception to client confidentiality, allowing lawyers to make disclosures the lawyer reasonably believes are necessary “to comply with other law or … Continue reading
Butler County has vacated its order of October 7, 2017, in which a master of the Orphans’ Court was appointed. “Appointment of Orphans’ Court Master; MsD No. 2 of 2017” (Butler Co. 12/3/2018), 48 Pa.B. 7755 (12/22/2018). … Continue reading
The Orphans’ Court of Philadelphia County has entered an administrative order directing that “legacy” incapacitated person cases with no docket activity for more than 10 years, and which lack information in the court’s case management system that is needed to … Continue reading