Juniata and Perry Counties have repealed their Orphans’ Court rules and adopted new rules, to be effective September 1, 2016 (the date the new Pennsylvania Orphans’ Court Rules become effective). Repeal and Adoption of Rules of Orphans’ Court Procedure, No. … Continue reading
Category Archives: News
The Real Property, Probate & Trust Law Section of the Pennsylvania Bar Association will hold its 2016 Annual Retreat August 10-12 at the Inn at Pocono Manor. The brochure describing the educational programs and social events is available on-line, and … Continue reading
Effective June 1, 2016, the Delaware County Register of Wills and Clerk of the Orphans’ Court will begin accepting credit and debit card payments, but only for applications for marriage licenses and for copies of marriage licenses. A “convenience fee” … Continue reading
The American College of Trust and Estates Counsel (ACTEC) has sent comments to the Internal Revenue Service on the proposed regulations for basis reporting by estates. Comments on Proposed Regulations Under Sections 1014(f) and 6035 (5/27/2016). These comments should be … Continue reading
The Orphans’ Court Procedural Rules Committee has proposed a new O.C. Rule 14.6, and a new form, relating to written depositions in guardianship proceedings. As the committee report explains, expert testimony in guardianship proceedings is authorized by statute, 20 Pa.C.S. … Continue reading
Armstrong County has amended its local Orphans’ Court rules by rescinding local rule 12.16, effective thirty days after publication. Adoption of New Local Rules of Court—2002; No. CP-03-AD-0000189-2002, 46 Pa.B. 2035 (4/23/16). … Continue reading
Pennsylvania has enacted a new “Caregiver Advise, Record and Enable Act” (CARE Act), H.B. 1329, Act of April 20, 2016, No. 20, effective in 12 months. This new law attempts to help family members and other “lay caregivers” of people...
Both houses of the Pennsylvania legislature have approved SB 879, the “Pennsylvania ABLE Act” (an unconsolidated statute), which allows the creation of “ABLE” savings accounts intended to qualify under IRC section 529A. (“ABLE” is an acronym for “Achieving a Better … Continue reading
The Supreme Court has issued an order allowing an appeal from the decision of the Superior Court in Trust under Agreement of Edward Winslow Taylor, 2015 PA Super 199, (9/18/2015), (dissent by Platt, J.). No. 692 EAL 2015 (4/12/16). In its … Continue reading
The IRS has announced that the deadline for filing Form 8971, and for providing Schedule A to beneficiaries, previously postponed to February 29 by Notice 2015-57, and then postponed to March 31 by Notice 2016-19, has again been postponed, this … Continue reading