The Supreme Court has published an updated list of the financial institutions which are “eligible institutions” in which lawyers may deposit funds held by the lawyer as a personal representative, guardian, conservator, receiver, trustee, agent under a durable power of … Continue reading
Category Archives: News
The Internal Revenue Service has introduced a new online service that can provide additional information about tax-exempt organizations. According to IR-2018-116, the new Tax Exempt Organization Search (TEOS) replaces EO Select Check (a more limited service available since 2012) and makes … Continue reading
The order of the Supreme Court that amended the public access policy of the Pennsylvania courts and was published at 48 Pa.B. 2113 (4/14/2018) has been republished as an “Amended Order” at 48 Pa.B. 2602 (5/5/2018). The only apparent change is that … Continue reading
The Internal Revenue Service has released Rev. Proc. 2018-22, 2018-18 I.R.B. __ (4/30/2018), which modifies and supersedes two sections of Rev. Proc. 2018-18, 2018-10 I.R.B. 392 (3/5/2018), which contained revised inflation adjustments for 2018. The change that affect fiduciary income tax is the … Continue reading
The Supreme Court has entered an order with attached amended public access policy (and explanatory report) that amends the public access policy for courts of record. The main purpose of the amendments is to include magisterial district courts within the public … Continue reading
Notice to Subscribers: When I began adding summaries of court decisions and other materials to this site, I included all cases decided through the Orphans’ Court, including cases on adoptions and parental rights. I now realize that this does not … Continue reading
The article on Public Access Policy Compliance for Orphans’ Court Filings has been updated to include a chart that shows which counties require the use of the separate confidential information form for pleadings that would otherwise include confidential information, and … Continue reading
Bedford County has adopted a new local rule to comply with Section 7 of the Public Access Policy of the Unified Judicial System of Pennsylvania, which applies to the Clerks of the Orphans’ Courts. (See “Public Access Compliance Policy for Orphans’ … Continue reading
The Orphans’ Court Procedural Rules Committee has proposed three minor amendments to Pa. O.C. Rules: Rule 2.1(b)(4)(iv), on forms of accounts, will be amended by deleting the words “and verification” because the requirement that there be “signature and verification pages” … Continue reading