{"id":8473,"date":"2021-02-28T10:02:17","date_gmt":"2021-02-28T15:02:17","guid":{"rendered":"https:\/\/resources.evans-legal.com\/?p=8473"},"modified":"2021-02-28T10:02:18","modified_gmt":"2021-02-28T15:02:18","slug":"pennsylvania-legislation-2019-2020","status":"publish","type":"post","link":"https:\/\/resources.evans-legal.com\/?p=8473","title":{"rendered":"Pennsylvania Legislation 2019-2020"},"content":{"rendered":"\n

The following chart shows the status of legislation introduced in the 2019-2020 session of the Pennsylvania legislature that might be of interest to estate and trust practitioners.\u00a0 Click on the bill number to see the history or text of the bill. <\/p>\n\n\n\n\n\n\n\n\t\n\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t\n\t
Bill<\/u><\/th>Purpose\/Subject<\/u><\/th>Adds\/Amends<\/u><\/th>Last House Action<\/u><\/th>Last Senate Action<\/u><\/th>Act<\/u><\/th>\n<\/tr>\n<\/thead>\n
HB 30<\/a><\/td>Doubles the allowable contribution to the Robert P. Casey Memorial Organ and Tissue Donation Awareness Trust Fund for two year renewals of vehicle registrations<\/td>Amends 20 Pa.C.S. \u00a7 8621(b)(1)<\/td>Third consideration and final passage (4\/15\/19); House concurred in Senate Amendments (11\/19\/20)<\/td>Third consideration and final passage (11\/17\/20)<\/td>Act 115 (11\/25\/20)<\/a><\/td>\n<\/tr>\n
HB 77<\/a><\/td>Repeals the inheritance tax<\/td>Repeals Article XXI of the Tax Reform Code of 1971<\/td>Referred to Finance (1\/28\/2019)<\/td><\/td><\/td>\n<\/tr>\n
HB 262<\/a><\/td>Sets inheritance tax rate of 0% for transfers to children under 21 (was HB 291 of 2017); Allows revocable trust to be treated as part of estate for income tax purposes<\/td>Amends \u00a7\u00a7 2116 and 331(g) of the Tax Reform Code of 1971<\/td>Third consideration and final passage (4\/15\/19); House concurred in Senate Amendments (6\/28\/19)<\/td>Reported by Appropriations as amended; third consideration and final passage (6\/27\/19)<\/td>Act 13 (6\/28\/2019)<\/a><\/td>\n<\/tr>\n
HB 397<\/a><\/td>Allows consensual electronic monitoring in health care facilities (was HB 2578 of 2017)<\/td>Adds Chapter 8-A to Health Care Facilities Act, No. 48 of 1979<\/td>Referred to Health (4\/25\/19)<\/td><\/td><\/td>\n<\/tr>\n
HB 398<\/a><\/td>Creates a private cause of action for certain financial crimes (was HB 2579 of 2017)<\/td>Amends Older Adult Protective Act<\/td>Referred to Aging and Older Adult Services (5\/2\/19)<\/td><\/td><\/td>\n<\/tr>\n
HB 399<\/a><\/td>Allows for concurrent jurisdiction of Attorney General for financial exploitation investigations (was HB 2579 of 2017)<\/td>Adds 18 Pa.C.S. \u00a7 3922.1 <\/td>Referred to Aging and Older Adult Services (5\/2\/19)<\/td><\/td><\/td>\n<\/tr>\n
HB 400<\/a><\/td>Prohibits abuse of care dependent individuals through social media (was HB 2582 of 2017)<\/td>Amends 18 Pa.C.S. \u00a7 2713.1<\/td>Re-reported as committee from Appropriations; third consideration and final passage (6\/10\/20)<\/td>Referred to Judiciary (6\/17\/20)<\/td><\/td>\n<\/tr>\n
HB 535<\/a><\/td>Protection of elders from abuse through powers of attorney<\/td>amends 20 Pa.C.S. \u00a7\u00a7 5601 and 5604<\/td>Referred to Judiciary (2\/19\/19)<\/td><\/td><\/td>\n<\/tr>\n
HB 597<\/a><\/td>Voids non-compete clauses by purely public charities<\/td>Amends Institutions of Purely Public Charity Act, No. 55 of 1997<\/td>Referred to Finance (3\/1\/19)<\/td><\/td><\/td>\n<\/tr>\n
HB 655<\/a><\/td>Exempts transfers of $250,000 or less from inheritance tax (Was HB 143 of 2017)<\/td>Amends \u00a7 2106 of the Tax Reform Code of 1971<\/td>Referred to Finance (3\/1\/19)<\/td><\/td><\/td>\n<\/tr>\n
HB 706<\/a><\/td>Allows revocable trusts to be treated as part of estate for income tax purposes<\/td>Adds \u00a7 336.3 to the Tax Reform Act of 1971<\/td>Third consideration and final passage (4\/16\/19)<\/td>Referred to Finance (4\/22\/19)<\/td>Became part of Act 13 (6\/28\/19)<\/a><\/td>\n<\/tr>\n
HB 725<\/a><\/td>Exempts transfers of $100,000 or less from inheritance tax (Was HB 143 of 2017)<\/td>Amends \u00a7 2106 of the Tax Reform Code of 1971<\/td>Referred to Finance (3\/6\/19)<\/td><\/td><\/td>\n<\/tr>\n
HB 734<\/a><\/td>Provides criteria for hospitals as institutions of purely public charity <\/td>Amends section 2(b) of Article VIII of the Pennsylvania Constitution<\/td>Referred to Insurance (3\/12\/19)<\/td><\/td><\/td>\n<\/tr>\n
HB 831<\/a><\/td>Adds \"granges\" as a criteria for a purely public charity (was HB 2094 of 2017)<\/td>Amends section 5 of the Institutions of Purely Public Charity Act<\/td>Referred to Finance (3\/14\/19)<\/td><\/td><\/td>\n<\/tr>\n
HB 899<\/a><\/td>Allows guardians of incapacitated persons to make mental health care decisions<\/td>New 20 Pa.C.S. \u00a7 5521(d.1)<\/td>Referred to Judiciary (3\/20\/19)<\/td><\/td><\/td>\n<\/tr>\n
HB 987<\/a><\/td>Enacts new provisions for \"Pennsylvania orders for life-sustaining treatment\" (POLST) (was HB 1196 of 2017)<\/td>Amends 20 Pa.C.S. Ch. 54 and adds a new Subchapter F<\/td>Referred to Health (3\/27\/19)<\/td><\/td><\/td>\n<\/tr>\n
HB 1207<\/a><\/td>Exempts from realty transfer tax transfers of property by heirs with income at or below poverty line<\/td>Amends \u00a7 1102-C.3 of the Tax Reform Code of 1971<\/td>Referred to Finance (4\/15\/19)<\/td><\/td><\/td>\n<\/tr>\n
HB 1222<\/a><\/td>Consolidates Solicitation of Funds for Charitable Purposes Act and Institutions of Purely Public Charity Act into Title 20 Pa.C.S.<\/td>Enacts 10 Pa.C.S. Ch. 1, 11, 13, and 23, and repeals Solicitation of Funds for Charitable Purposes Act and Institutions of Purely Public Charity Act <\/td>Re-reported as committed from Appropriations; third consideration and final passage (6\/19\/19)<\/td>Second consideration and re-referred to Appropriations (10\/23\/19)<\/td><\/td>\n<\/tr>\n
HB 1286<\/a><\/td>Requires long-term nursing facilities to publish ratings<\/td>Amends \u00a7 809 of Health Care Facilities Act, No. 48 of 1979<\/td>Referred to Health (4\/25\/19)<\/td><\/td><\/td>\n<\/tr>\n
HB 1287<\/a><\/td>Creates a Culture and Quality of Life Certification Program<\/td>Adds a \u00a7 822 to Health Care Facilities Act, No. 48 of 1979<\/td>Referred to Health (4\/25\/19)<\/td><\/td><\/td>\n<\/tr>\n
HB 1676<\/a><\/td>Allows advertisement of grant of letters through the website of the Register of Wills instead of by a newspaper of general circulation<\/td>Amends 20 Pa.C.S. \u00a7 3162(a)<\/td>Referred to Judiciary (6\/25\/19)<\/td><\/td><\/td>\n<\/tr>\n
HB 1724<\/a><\/td>Allows intestate heirs to receive unclaimed property without letters<\/td>Amends 20 Pa.C.S. \u00a7 3101(e), <\/td>Referred to Judiciary (7\/16\/19)<\/td><\/td><\/td>\n<\/tr>\n
HB 1769<\/a><\/td>Allows charities to fund gift annuities through commercial annuities<\/td>Amends Charitable Gift Annuity Exemption Act<\/td>Third consideration and final passage (5\/14\/20)<\/td>Reported as committed by Banking and Insurance; first consideration (9\/21\/20)<\/td><\/td>\n<\/tr>\n
HB 1826<\/a><\/td>Reduces financial statement requirements certain charities<\/td>Adds \u00a7\u00a7 3 and 5 of the Solicitation of Funds for Charitable Purposes Act<\/td>Referred to Finance (9\/17\/19)<\/td><\/td><\/td>\n<\/tr>\n
HB 1845<\/a><\/td>Adds elder abuse to forfeitures of intestacy and modifications of wills<\/td>Amends 20 Pa.C.S. \u00a7\u00a7 2106 and 2507 and Ch. 88 <\/td>Referred to Judiciary (9\/23\/19)<\/td><\/td><\/td>\n<\/tr>\n
HB 1884<\/a><\/td>Sets inheritance tax rate of 0% for transfers to children with disabilities<\/td>Amends \u00a7\u00a7 2102 and 2116 of the Tax Reform Code of 1971<\/td>Referred to Finance (9\/26\/19)<\/td><\/td><\/td>\n<\/tr>\n
HB 2209<\/a><\/td>Requires background checks for court-appointed guardians<\/td>Amends 20 Pa.C.S. \u00a7 5511(f) and adds new subsection (g)<\/td>Referred to Aging and Older Adult Service (1\/13\/20)<\/td><\/td><\/td>\n<\/tr>\n
HB 2336<\/a><\/td>Exempts from realty transfer tax transfers by an individual to an entity wholly owned the individual or spouse<\/td>Amends \u00a7 1102-C.3 of the Tax Reform Code of 1971<\/td>Referred to Finance (3\/10\/20)<\/td><\/td><\/td>\n<\/tr>\n
HB 2370<\/a><\/td>Electronic notarization of documents<\/td>Amends 42 Pa.C.S. Ch. 62 and 57 Pa.C.S. \u00a7 320 <\/td>Third consideration and final passage (4\/29\/20); concurs in Senate amendments (10\/21\/20)<\/td>Third consideration and final passage (10\/20\/20)<\/td>Act 97 (10\/29\/2020)<\/a><\/td>\n<\/tr>\n
HB 2408<\/a><\/td>Exempts CARES Act payments and loan forgiveness from state and local taxation, and amends provisions for percentage distributions from charitable trusts and nonprofit corporations<\/td>Adds \u00a7 104-A and 105-A to the Fiscal Code<\/td>Third consideration and final passage (5\/4\/20)<\/td>Second consideration; Re-referred to Appropriations (5\/12\/20)<\/td><\/td>\n<\/tr>\n
HB 2446<\/a><\/td>Excludes pensions from effects of divorce<\/td>Amends 20 Pa.C.S. \u00a7 6111.2(a)(2)<\/td>Referred to Judiciary (4\/27\/20)<\/td><\/td><\/td>\n<\/tr>\n
HB 2484<\/a><\/td>Amends provisions for percentage distributions from charitable trusts and nonprofit corporations<\/td>Amends 15 Pa.C.S. \u00a7 5548 and 20 Pa.C.S. \u00a7 8113<\/td>House concurred in Senate amendments (7\/14\/20)<\/td>Re-reported as committed from Appropriations; third consideration and final passage (7\/14\/20)<\/td>Act 71 (7\/23\/20)<\/a><\/td>\n<\/tr>\n
HB 2858<\/a><\/td>Parent \"estranged\" from adult child forfeits intestate share of child's estate<\/td>Amends 20 Pa.C.S. \u00a7 2106<\/td>Referred to Judiciary (9\/14\/20)<\/td><\/td><\/td>\n<\/tr>\n
SB 23<\/a><\/td>Guardianship reform (similar to S.B. 884 of 2017)<\/td>Amends 20 Pa.C.S. \u00a7\u00a7 751 and 752, Ch. 55<\/td><\/td>Referred to Judiciary (4\/3\/2020)<\/td><\/td>\n<\/tr>\n
SB 27<\/a><\/td>Phases out inheritance tax on siblings<\/td>Amends \u00a7 2116(a)(1.3) of the Tax Reform Code of 1971<\/td><\/td>Referred to Finance (1\/11\/19)<\/td><\/td>\n<\/tr>\n
SB 28<\/a><\/td>Phases out inheritance tax on lineal descendants and ancestors<\/td>Amends \u00a7 2116(a)(1) of the Tax Reform Code of 1971<\/td><\/td>Re-referred to Appropriations (6\/24\/19)<\/td><\/td>\n<\/tr>\n
SB 142<\/a><\/td>Implements Pa. Orders for Life Sustaining Treatment (POLST)<\/td>Amends 20 Pa.C.S. Ch. 54 and enacts new Subchapter F <\/td><\/td>Referred to Health and Human Services (1\/31\/19)<\/td><\/td>\n<\/tr>\n
SB 187<\/a><\/td>Provides for a state-wide registry of living wills<\/td>Amends 20 Pa.C.S. Ch. 54<\/td><\/td>Referred to Judiciary (2\/1\/19)<\/td><\/td>\n<\/tr>\n
SB 320<\/a><\/td>Enacts the Revised Uniform Fiduciary Access to Digital Assets Act. (Was SB 827 of 2017)<\/td>Amends 20 Pa.C.S. \u00a7\u00a7 711 and 5601.4 and adds new 20 Pa.C.S. Ch. 39<\/td>Re-reported from Appropriations; third consideration and final passage (7\/7\/20)<\/td>Third consideration and final passage (10\/28\/19)<\/td>Act 72 (7\/23\/20)<\/a><\/td>\n<\/tr>\n
SB 342<\/a><\/td>Sets inheritance tax rate of 0% for transfers to children under 21 (Was SB 598 of 2017)<\/td>Amends Section 2116(a) of the Tax Reform Code of 1971.<\/td><\/td>Referred to Finance (2\/27\/19)<\/td><\/td>\n<\/tr>\n
SB 841<\/a><\/td>Addresses problems arising from COVID-19 pandemic, including remote notarization<\/td>Enacts 35 Pa.C.S. Ch. 57 providing various forms of tax and procedural relief during the COVID-19 disaster declaration<\/td>House concurred in Senate amendments to House amendments (4\/14\/20)<\/td>Senate concurred in House amendments, as amended (4\/7\/20)<\/td>Act 15 (4\/20\/20)<\/a><\/td>\n<\/tr>\n
SB 879<\/a><\/td>Reduces financial statement requirements for charities using professional fundraisers<\/td>Amends the Solicitation of Funds for Charitable Purposes Act<\/td><\/td>Referred to State Government (10\/7\/19)<\/td><\/td>\n<\/tr>\n
SB 903<\/a><\/td>Allows \"de-risking\" annuity contracts<\/td>Amends Charitable Gift Annuity Exemption Act, No. 127 of 1996<\/td><\/td>Referred to Banking and Insurance (10\/18\/19)<\/td><\/td>\n<\/tr>\n
SB 924<\/a><\/td>Provides a simplified procedure for guardianships for adult children disabled during minority<\/td>Adds new Subchapter G to 20 Pa.C.S. Ch. 55<\/td><\/td>Reported as amended from to Judiciary; first consideration (10\/29\/19)<\/td><\/td>\n<\/tr>\n
SB 1097<\/a><\/td>Remote notarization of documents<\/td>Amends 57 Pa.C.S. \u00a7\u00a7 304 and 320 and adds \u00a7 314.1<\/td>Referred to Commerce (4\/29\/20)<\/td>Third consideration and final passage (4\/28\/20)<\/td><\/td>\n<\/tr>\n
SB 1100<\/a><\/td>Excludes CARES Act payments for programs or services within income qualifications<\/td>Adds \u00a7 104-A to the Fiscal Code<\/td><\/td>Second consideration; re-referred to Appropriations (5\/12\/20)<\/td><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n","protected":false},"excerpt":{"rendered":"

The following chart shows the status of legislation introduced in the 2019-2020 session of the Pennsylvania legislature that might be of interest to estate and trust practitioners.\u00a0 Click on the bill number to see the history or text of the … Continue reading →<\/span><\/a><\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"pmpro_default_level":"","footnotes":""},"categories":[316],"tags":[],"class_list":["post-8473","post","type-post","status-publish","format-standard","hentry","category-directories","pmpro-has-access"],"_links":{"self":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/8473","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=8473"}],"version-history":[{"count":1,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/8473\/revisions"}],"predecessor-version":[{"id":8474,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/8473\/revisions\/8474"}],"wp:attachment":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=8473"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=8473"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=8473"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}