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Home→Categories Rules and Regs. - Page 19 << 1 2 … 17 18 19 20 21 >>

Category Archives: Rules and Regs.

Rules and Regulations

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Westmoreland Revises Rule on Small Estates

Westmoreland County has rescinded local Rule WO407(b)(1) and adopted a new Rule WO407(b)(1), recognizing the new $50,000 limit on small estate petitions.  “Rescinding Orphans’ Court Rule WO407(b)(1),” No. 3 of 2015, 45 Pa.B. 6116 (Westmoreland Co. 10/10/2015) (effective 30 days … Continue reading →

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

Comments on On-line Publication of Local Rules

Posted on August 31, 2015 by Daniel EvansAugust 31, 2015

As noted earlier, five different Supreme Court procedural rules committees (Criminal, Juvenile, Civil, Domestic Relations, and Orphans’ Court) have joined together to submit a proposal to revise all state-wide rules to require that local rules be published on-line by each … Continue reading →

Posted in Articles, Rules and Regs. | Tagged Pa.O.C. Rules

Publication of Local Rules

Posted on August 31, 2015 by Daniel EvansAugust 31, 2015

Five different Supreme Court procedural rules committees (Criminal, Juvenile, Civil, Domestic Relations, and Orphans’ Court) have joined together to submit a proposal to revise all state-wide rules to require that local rules be published on-line by each county or court … Continue reading →

Posted in News, Rules and Regs. | Tagged Pa.O.C. Rules

IRS Delays New Sec. 6035 Basis Reporting

Posted on August 22, 2015 by Daniel EvansAugust 22, 2015

In Notice 2015-57, the IRS has announced that the due date for the first new tax basis reports that must be filed under new IRC section 6035 is postponed to February 29, 2016. The Surface Transportation and Veterans Health Care … Continue reading →

Posted in News, Rules and Regs. | Tagged Basis, Federal estate tax, Federal income tax

Inheritance Tax Deductions for Medical Expenses

According to a recent notice from the Governor’s office (“Regulatory Agenda,” 45 Pa.B. 4063 (7/25/2015)), the Department of Revenue will be promulgating an amendment to remove 61 Pa.Code § 93.101, on the deductibility of medical expenses covered by insurance, because the … Continue reading →

Posted in News, Rules and Regs. | Tagged Inheritance Tax

Custody of Exhibits in Northampton County Orphans’ Court

Northampton County has published a new administrative order governing the custody of exhibits in its courts, including the Orphans’ Court.  The order provides for the confidentiality of exhibits in juvenile delinquency and dependency cases, and matters involving adoption, guardianship, minors, … Continue reading →

Posted in Rules and Regs. | Tagged Clerk of the Orphans' Court, Exhibits

Final Portability Regulations

Posted on June 15, 2015 by Daniel EvansJune 15, 2015

The Internal Revenue Service has issued T.D. 9725 containing final regulations on electing portability for the deceased spousal unused exclusion (DSUE) amount.  Among the revisions that were made (and not made) to the proposed and temporary regulations are the following: … Continue reading →

Posted in News, Rules and Regs. | Tagged Federal estate tax

Formerly Admitted Attorneys as Fiduciaries

Posted on December 31, 2014 by Daniel EvansMay 26, 2015

The Pennsylvania Supreme Court has adopted new ethics rules and disciplinary rules intended to address the problem of misappropriation of client and third-party funds, generally effective in 60 days.  In re: Amendments to the Pennsylvania Rules of Professional Conduct and … Continue reading →

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

Comments on Proposed Disciplinary Rules

Posted on November 3, 2014 by Daniel EvansOctober 26, 2015

Below are the comments I have submitted to the Pa. Disciplinary Board on the proposed change to Rule of Disciplinary Enforcement 217 that would require all “formerly admitted attorneys” to resign from all fiduciary positions, regardless of whether the lawyer … Continue reading →

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

Proposed Amendments to Disciplinary Rules

Posted on October 29, 2014 by Daniel EvansOctober 29, 2014

It has only now come to our attention that amendments to Pennsylvania disciplinary rules were proposed in September, with a comment period ending November 3.  The amendments are intended to reduce lawyer misappropriations from client funds and fiduciary funds in … Continue reading →

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

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