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Pennsylvania Legislation Pending

The following chart shows the status of legislation introduced in the 2023-2024 session of the Pennsylvania legislature that might be of interest to estate and trust practitioners.  (The charts of legislation for 2021-2022, 2019-2020, 2017-2018, and 2015-2016 have all been archived.)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 1/13/2023.)

BillPurpose/SubjectAdds/AmendsLast House ActionLast Senate ActionAct
SB 75Phases out inheritance tax on siblings (was SB 27 of 2019 and SB 583 of 2021)Amends § 2116(a)(1.3) of the Tax Reform Code of 1971Referred to Finance (1/12/23)

Pennsylvania Legislation 2015-2016

The following chart shows the status of legislation introduced in the 2015-2016 session of the Pennsylvania legislature that might be of interest to estate and trust practitioners.  Click on the bill number to see the history or text of the … Continue reading