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 (The charts of legislation for 2021-2022, 2019-2020, 2017-2018, and 2015-2016 have all been archived.)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 3/28/2023.)
| Bill | Purpose/Subject | Adds/Amends | Last House Action | Last Senate Action | Act |
|---|---|---|---|---|---|
| HB 26 | Allows income tax refunds to be paid to family members without letters | Adds 20 Pa.C.S. § 3101(f) | Referred to Finance (3/7/23) | ||
| HB 40 | Excludes property payable under 3101 from $50,000 limit on small estate petitions (was HB 2016 of 2021) | Amends 20 Pa.C.S. § 3102 | Referred to Judiciary (3/7/23) | ||
| HB 115 | Allows unclaimed property to pass to nieces, nephews, grandparents, uncles, and aunts | Amends 20 Pa.C.S. § 3101(e) | Referred to Judiciary (3/7/23) | ||
| HB 136 | Repeals the inheritance tax | Repeals Article XXI of the Tax Reform Code of 1971 | Referred to Finance (3/7/23) | ||
| HB 434 | Allows advertisement of grant of letters through a website of the Register rather than a newspaper of of general circulation | Amends 20 Pa.C.S. § 3162 | Referred to Judiciary (3/15/23) | ||
| HB 543 | Allows requests for "compassionate" end-of-life medication for qualified patients | Adds 20 Pa.C.S. § Ch. 54B | Referred to Health (3/20/23) | ||
| HB 654 | Creates new procedure for descent of primary residences | Adds 20 Pa.C.S. § 3103 | Referred to Judiciary (3/21/23) | ||
| HB 752 | Increases bank accounts not requiring administration from $10,000 to $20,000 (was HB 1822 of 2021) | Amends 20 Pa.C.S. § 3101(b) | Referred to Judiciary (3/28/23) | ||
| SB 75 | Phases 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 1971 | Referred to Finance (1/12/23) | ||
| SB 506 | Amends guardianship procedures on counsel for alleged incapacitated person, consideration of less restrictive alternatives, and certification of individuals with three or more appointments as guardian (was SB 1333 of 2021) | Amends 20 Pa.C.S. §§ 5511 and 5512.1 | Referred to Judiciary (3/7/23) |
