Proposed Amendments to O.C. Rules

The Orphans’ Court Procedural Rules Committee has proposed several amendments to Pa. O.C. Rules, including the following substantive changes:

  • The explanatory comment to Rule 1.7 will be changed to exclude withdrawals of appearances before the Register of Wills from the scope of Rule 1.7.
  • Rule 2.5 will require notice of the filing of accounts to co-fiduciaries who do not join in the account, and allow beneficiaries who are outside of the United States 60 days to file objections, instead of 20 days.
  • Rule 10.5 will require notices of estate administration to a beneficiary named in a will without regard to whether the beneficiary is an “outright beneficiary.”

Other proposed amendments are intended to be clarifications.

Comments on the proposed amendments should be submitted by July 16, 2018.

“Proposed Amendment of Pa. O.C. Rules 1.7, 2.5, 2.7, 5.1, and 10.5,” 48 Pa.B. 3571 (6/16/18).

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