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New Realty Transfer Tax Guidance

The Pa. Department of Revenue has issued a Realty Transfer Tax Bulletin explaining the exemption for real property distributed from… Read more… →
New Pa.R.O.C.P. 10.7 on Digital Assets; Correction to Rule 15.10

The Supreme Court has adopted a new Pa. R.O.C.P. 10.7 implementing 20 Pa.C.S. 3908, which provides that the filing of… Read more… →
Philadelphia Co. Local O.C. Rule 5.16B Adopted for Petitions under 20 Pa.C.S. § 3546

Philadelphia County has adopted a revised Phila. O.C.Div. Rule 5.16B for petitions to determine title to a decedent's interest in… Read more… →

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Interest on Underpayments and Overpayments of Federal Taxes

Modified on: November 18, 2024
New Directed Trust Act

Modified on: November 16, 2024
Section 7520 Rates

Modified on: November 15, 2024
Applicable Federal Rates for 2024

Modified on: November 15, 2024
New Realty Transfer Tax Guidance

Modified on: November 1, 2024
Will with No Residuary Clause Excluded Daughter

Modified on: October 27, 2024
Surcharge for Expenses of Devised Property but Others Denied, and Counsel Fees Denied
Transferee of Property Had Standing to Challenge Will

Modified on: October 27, 2024
Will Forgery Not Proven

Modified on: October 27, 2024
New Pa.R.O.C.P. 10.7 on Digital Assets; Correction to Rule 15.10

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HIPAA and Will Contests

Posted on April 27, 2006 by Daniel EvansAugust 5, 2014

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Tax Clauses to Die For →

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Recent Court Decisions

Surcharge for Expenses of Devised Property but Others Denied, and Counsel Fees Denied

The failure of the executor to find bonds that were in joint… Read more…
Jurisdiction and Disposition of Litigation Proceeds Arising from Decedent’s Death

The Orphans' Court of Philadelphia County had jurisdiction to determine the proper… Read more…
Revocation of Trust Was Valid Despite Later Adjudication of Incapacity; Surcharge of Agent for Bargain Sale to Son

The alleged incapacitated person was adjudicated incapacitated in 2024, but was found… Read more…
Surviving Spouse Was Not a Partner under Partnership Agreement

Reversing the Superior Court, the Pennsylvania Supreme Court has held that the… Read more…
Checks Uncashed at Death Were Incomplete Gifts and Invalid

Checks written at the request of the decedent three days before his… Read more…

Recent Rules or Regulations

New Pa.R.O.C.P. 10.7 on Digital Assets; Correction to Rule 15.10

The Supreme Court has adopted a new Pa. R.O.C.P. 10.7 implementing 20… Read more…
Philadelphia Co. Local O.C. Rule 5.16B Adopted for Petitions under 20 Pa.C.S. § 3546

Philadelphia County has adopted a revised Phila. O.C.Div. Rule 5.16B for petitions… Read more…
Butler Co. Order for Generative AI

The Court of Common Pleas of Butler County has issued the first… Read more…
Amended Rules for Orphans’ Court Appeals

The Pa. Rules of Appellate Procedure have been amended to define "Orphans'… Read more…
RMD Final Regulations

The Internal Revenue Service has published final regulations to address some of… Read more…

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