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
Category Archives: News
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
The Internal Revenue Service has released Rev. Proc. 2018-18, 2018-10 I.R.B. 392 (3/5/2018), which modifies and supersedes certain sections of Rev. Proc. 2017-58, 2017-45 I.R.B. 489 (11/6/2017), to reflect changes made by P.L. 115-97 (originally titled and still popularly known as … Continue reading
The decision of the Superior Court in Passarelli Family Trust, 2017 PA Super 366 (11/16/2017), which reversed the Orphans’ Court decision published at 7 Fid.Rep.3d 63 (O.C. Chester Co. 2016), has been withdrawn and the case will scheduled for reargument en banc. 3150 EDA … Continue reading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 Orphans’ Court Procedural Rules Committee has proposed amendments to O.C. Rules 1.8 and 10.1 in order to allow the filing of forms with the Orphans’ Courts and Registers of Wills that are “identical in content and sequential ordering” as … Continue reading
Cumberland County has adopted a public access 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 … Continue reading
The Orphans’ Court Procedural Rules Committee has proposed removing the Estate Information Form, RW-01 (REV-346) from the index and appendix of Register of Wills forms. The report of the committee states that the form is a Department of Revenue form … Continue reading
If you’re curious about the effects of the new federal tax law (i.e., the reconciliation act of 2017, formerly known as the Tax Cuts and Jobs Act), I’ve created an on-line calculator that shows the impact of the new tax … Continue reading
Five more counties have adopted public access rules 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 … Continue reading