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
Category Archives: News
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...
This content is for Subscriber members only.
Register
Register
Already a member? Log in here
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
Good news (for disclaimer fans): S.B. 1104, which contains a number of different amendments to the PEF Code, and which appears to be on track to pass the Senate, has been amended to specify that an agent who is given … Continue reading
The Juvenile Court Procedural Rules Committee has proposed amendments the Pa. Rules of Juvenile Court Procedures regarding investigations of child abuse or neglect. “Proposed Amendment of Pa.R.J.C.P. 100 and 1100, and New Pa.R.J.C.P. 1107 and 1109,” 46 Pa.B. 555 (1/30/2016). … Continue reading
In Notice 2016-19, , 2016-09 I.R.B. ___, the IRS has again postponed the due date for basis reporting (i.e., filing Forms 8971), this time to March 31, 2016. The notice (which is stated to be effective February 11, 2016) also … Continue reading
The IRS has released the new Form 8971 (and its instructions) for executors to use to report federal estate tax values as required by new IRC section 6035. The Form 8971 is filed with the IRS, and a separate Schedule … Continue reading