The following chart shows the status of legislation introduced in the 2025-2026 session of the Pennsylvania legislature that might be of interest to estate and trust practitioners. (The charts of legislation for 2023-2024, 2021-2022, 2019-2020, 2017-2018, and 2015-2016 have all been archived.) Click on the bill number to see the history or text of the bill. (Includes actions through 3/3/2025.)
| Bill | Purpose/Subject | Adds/Amends | Last House Action | Last Senate Action | Act |
|---|---|---|---|---|---|
| HB 18 | Changes the times for reviews of guardianship orders | Amends 20 Pa.C.S. § 5512.2(a.1) | Referred to Judiciary (1/8/25) | ||
| HB 167 | Increases bank accounts not requiring administration from $10,000 to $20,000 (was HB 752 of 2023 and HB 1822 of 2021) | Amends 20 Pa.C.S. § 3101(b) | Referred to Judiciary (1/16/25) | ||
| HB 256 | Exempts all 529 plans from inheritance tax (was HB 2204 of 2024) | Amends § 2111 of the Tax Reform Code of 1971 by adding a new subsection (v) | Referred to Finance (1/22/25) | ||
| HB 796 | Reduces inheritance tax rate on lineal descendants and ancestors, and siblings, to the income tax rate, not to exceed 3.07% | Amends §§ 2116(a)(1) and (1.3) of the Tax Reform Code of 1971 | Referred to Finance (3/3/25) |