Proposed New Guardianship Rules Revised

The Orphans’ Court Procedural Rules Committee has published proposed new rules for guardianship proceedings, Pa.O.C. Rules 14.1 to 14.14, and new Orphans’ Court Forms G-01 through G-06.  These new proposed rules are revisions to the rules that were proposed in December 201646 Pa.B. 7934.

A Republication Report on the rules and their revisions is included with the proposed rules and forms.

An amendment to Pa.O.C. Rule 1.5 is also proposed in order to vacate local guardianship rules once the new statewide rules become effective.

“Proposed Amendment of Pa. O.C. Rule 1.5, Proposed Rescission of Pa. O.C. Rules 14.1—14.5 and Orphans’ Court Forms G-01 through G-04, Proposed Adoption of New Pa. O.C. Rules 14.1—14.14 and Orphans’ Court Forms G-01 through G-06, and Proposed Amendment of the Appendix of Forms,” 47 Pa.B. 4815 (8/18/2017).

Same-Sex Parents and Birth Certificates

It is a violation of due process for a state to refuse to put the name of the wife of a birth mother on a birth certificate if the state would put the name of a husband on a birth certificate even though the husband is not the biological father.  Pavan v. Smith, 582 U.S. ____, No. 16-992 (6/26/2017) (per curiam; Justices Gorsuch, Thomas, and Alito dissenting).

Evidence Sufficient to Overcome Presumption of Lost Will Revocation

Evidence that decedent believed he had provided for his daughters during his lifetime, that decedent did not contact his attorney about preparing a new will or speak to any other attorney about a new will, and that the decedent had a “convoluted” filing system which could have caused the family to overlook the will when cleaning out his house, was sufficient to overcome the presumption that the missing will was destroyed by the decedent with the intention of revoking it, and so the probate of a copy of the missing will was affirmed.  Estate of Charles F. Maddi, 167 A.3d 818, 2017 PA Super 246, (7/25/2017), app. den., 178 A.3d 107 (2018).

Supreme Court Denies Trust Modification to Replace Trustee

The Supreme Court has held that that 20 Pa.S.C. § 7766 is the exclusive method for removing a trustee, and that a trust cannot be modified under § 7740.1 to allow the beneficiaries to remove and replace the trustee.  Trust under Agreement of Edward Winslow Taylor, 640 Pa. 629, 164 A.3d 1147, 15 EAP 2016 (Pa. 7/19/2017), rev’g 124 A.3d 334, 2015 PA Super 199, (9/18/2015).

For additional background and analysis of the Superior Court opinion, see Trust Modifications to Remove Trustees.  (Commentary on the Supreme Court opinion is also planned.)

 

New Monroe County O.C. Rules

Monroe County has adopted new local Orphans’ Court rules consistent with the state-wide rules that took effect in September 2016, to be effective 30 days after publication in the Pennsylvania Bulletin.

“Implementation of Local Orphans’ Court Rules; 5 CV 2017 ADM # 49” (Monroe Co. 6/28/2017), 47 Pa.B. 3810 (7/15/2017).

Successor Agent Could Not Bind Principal

The successor agent did not have the power to bind the principal to an arbitration agreement when there was no showing that the initial agent named in the power of attorney was “unwilling or unable to act” as attorney-in-fact for the principal, as required by the power of attorney.  Petersen v. Kindred Healthcare, Inc., 155 A.3d 641, 2017 PA Super 26 (2/1/2017).

Parental Rights May Be Terminated Despite Progress

The conclusion of the Orphans’ Court that there was a “reasonable probability” that a mother will be able to remedy conditions and regain custody of children was not supported by the record and ignored the requirements of the Adoption Act with respect to termination of parental rights, because the circumstances that lead to the children being removed from the parents’ custody had not changed.  Case remanded to the Orphans’ Court to allow reconsideration of the possible benefits of the parental relationships under 23 P.C.S. § 2511(b).  In the Matter of the Adoption of M.A.B., 2017 PA Super 202 (6/29/2017).