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Home→Categories News - Page 3 << 1 2 3 4 5 … 36 37 >>

Category Archives: News

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New Bucks Co. Electronic Filing Rule

Bucks County has adopted a new Rule 4.7A for electronic filing in the Orphans’ Court. ”Order Approving Electronic Filing in the Office of the Clerk of the Orphans’ Court and Promulgating Rule of Orphans’ Court Procedure 4.7A; Administrative Order No. … Continue reading →

Posted in News, Rules and Regs. | Tagged Electronic filing, Local Rules

Proposed Amendments to Rule on Small Estate Petitions

The Supreme Court Orphans’ Court Procedural Rules Committee is planning to propose amendments to Pa.R.O.C.P. 5.50 governing the petition to settle a small estate in accordance with 20 Pa.C.S. § 3102. In addition to technical and stylistic changes, the proposed amendments … Continue reading →

Posted in News, Rules and Regs. | Tagged Small estate

Appeal for Denial of Trust Modification

Posted on May 19, 2022 by Daniel EvansJanuary 27, 2023

The Pa. Supreme Court is allowing an appeal from a decision of the Superior Court on the following issue (as stated by the petitioner): Did the Superior Court err by not enforcing modifications to trusts under 20 Pa. C.S.A. §7740.1(a), … Continue reading →

Posted in News, Opinions | Tagged Trust Modification

Appeal on Validity of Power of Attorney and Trust

The Pa. Supreme Court is allowing an appeal from a decision of the Superior Court on the following issue (as stated by the petitioner): What is the effect of a Power of Attorney which is not executed in conformance with … Continue reading →

Posted in News, Opinions | Tagged Agent's liability, Power of Attorney

New Actuarial Factors

Posted on May 9, 2022 by Daniel EvansMay 9, 2022

On May 5, the Treasury Department published new proposed regulations for the valuation of life estates, remainders, and unitrust interests based on a new mortality table from the 2010 census. “Use of Actuarial Tables in Valuing Annuities, Interests for Life … Continue reading →

Posted in News, Rules and Regs.

Notice of Inheritance Tax on Joint and TOD Accounts

Posted on April 29, 2022 by Daniel EvansApril 29, 2022

Reports are circulating that the Pa. Dept. of Revenue has told Registers of Wills that it will no longer be issuing Forms REV-1543 to the surviving owners of joint bank accounts or the beneficiaries of “in trust for” or “pay … Continue reading →

Posted in News | Tagged Inheritance Tax, Joint accounts

Proposed Changes to In Forma Pauperis Rules

Amendments have been proposed to various rules of civil procedure that would amend and consolidate the rules for waiving fees and costs (proceeding in forma pauperis) as Rule of Judicial Administration 1990, replacing Rule of Civil Procedure 240. Under the … Continue reading →

Posted in News, Rules and Regs. | Tagged In forma pauperis

Lawyer Assessment Increase

The Pennsylvania Supreme Court has increased the annual registration fee paid by lawyers from $145 to $195. “Amendment of Rule 219(a) of the Pennsylvania Rules of Disciplinary Enforcement; No. 219 Disciplinary Rules Docket” (3/14/2022), 52 Pa.B. 1733 (3/26/2022). … Continue reading →

Posted in News, Rules and Regs. | Tagged Rules of Professional Conduct

RMD Proposed Regulations

The Internal Revenue Service has published new proposed regulations to address the changes to the required minimum distribution rules under the amendments to section 401(a)(9) made by sections 114 and 401 of the Setting Every Community Up for Retirement Enhancement … Continue reading →

Posted in News, Rules and Regs. | Tagged Required Minimum Distributions

CLE and Annual Registration Changes

The most recent Pennsylvania Bulletin includes actual and proposed changes to CLE and annual registration procedures that may be of interest to Pennsylvania lawyers generally. The Rules for Continuing Legal Education have been amended to allow some CLE credits for … Continue reading →

Posted in News | Tagged Continuing legal education, Rules of Disciplinary Enforcement

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