The Supreme Court has issued an order adopting a revised public access policy for Pennsylvania courts, including the Orphans’ Court. Included with the order is an explanatory report. These revised policy include two significant changes: The rules had previously made … Continue reading
Category Archives: Rules and Regs.
Columbia and Montour Counties have adopted some new local rules, including a new Orphans’ Court rule, L.R. 2.9, for confirmation of accounts and proposed decrees of distribution. “Business of the Courts; Case No. 2020-MV-1” (26th Judicial Dist., 9/2/2020), 50 Pa.B. … Continue reading
The Supreme Court has adopted a new Pa.O.C. Rule 5.50 governing the form and contents of petitions to settle small estates in accordance with 20 Pa.C.S. § 3102, the new rule to be effective on October 1, 2020. A note has … Continue reading
The Supreme Court has entered an order adopting a new Pa.O.C. Rule 1.40 which applies Pa.R.C.P. 240 (“In Forma Pauperis“) to Orphans’ Court proceedings, to be effective April 1, 2020. Rule 14.8, on guardianship reporting, has also been amended to … Continue reading
The Internal Revenue Service has published final regulations on the changes to the federal estate and gift tax basic exclusion amount (BEA), which doubled from $5 million to $10 million in 2018, but will return to $5 million in 2026. … Continue reading
The Internal Revenue Service has published proposed regulations that include new life expectancy tables for minimum required distributions under I.R.C. § 401(a)(9), which applies to both qualified retirement plans and individual retirement accounts. “Updated Life Expectancy and Distribution Period Tables … Continue reading
The Supreme Court has entered an order adopting amendments to Pennsylvania Orphans’ Court Rules as well as changes to some of the forms used by the Orphans’ Court and Register of Wills. The report of the Orphans’ Court Procedural Rules … Continue reading
New final regulations have been filed with the Federal Register by the Internal Revenue Service providing guidance on the reporting of life insurance sales or proceeds under new IRC section 6050Y and the changes to the transfer for value rules … Continue reading
The Supreme Court has amended the Financial Regulations of Title 204 of the Pennsylvania Code to increase filing fees by $2.00, from $17.00 to $19.00, for (among other things) petitions for grant of letters and first filings in petitions concerning … Continue reading
The Supreme Court has amended Rule of Professional Conduct 1.6 to allow lawyers to reveal confidential information to the extent that the lawyer reasonably believes necessary “to comply with other law or court order.” The amendment is effective in 30 … Continue reading