The Orphans’ Court Procedural Rules Committee has proposed several amendments to Pa. O.C. Rules, including the following substantive changes: The explanatory comment to Rule 1.7 will be changed to exclude withdrawals of appearances before the Register of Wills from the … Continue reading
Category Archives: News
The Supreme Court has entered an order with attached amendments to Pa.O.C. Rule 1.99 and the notes to various other rules to change all references to the public access policy from “Public Access Policy of the Unified Judicial System of Pennsylvania: Case Records of … Continue reading
The Supreme Court has entered an order with attached new Pa.O.C. Rules 14.1 through 14.14 and amendments to Rules 1.5 and 5.10 through 5.12, new Orphans’ Court Forms G-01 through G-04, and an explanatory report of the Orphans’ Court Procedural Rules Committee. … Continue reading
Philadelphia has updated its public access rules to reflect amendments to the statewide public access policy. “Amendment of Phila.R.J.A. Nos. *401, *402 and *403; No. 02 of 2017” (Philadelphia Co. 5/10/2018), 48 Pa.B. 3078 (5/26/2018). … Continue reading
Butler County has issued an administrative order restricting public access to indices of the Register of Wills and Clerk of the Orphans’ Court. “Register of Wills—Clerk of the Orphans’ Court, Public Access; MsD 1 of 2018” (Butler Co. 5/2/2018), 48 … Continue reading
The Disciplinary Board of the Supreme Court of Pennsylvania has proposed a new Rule of Professional Conduct 8.4(g) that would make it a matter of professional misconduct to “knowingly manifest bias or prejudice” in the practice of law. “Proposed Amendments … Continue reading
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
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
IRC section 645 allows an election to treat a revocable trust as part of the estate of the settlor for income tax purposes, which allows revocable trusts to file income tax returns as estates following the death of the settlor...