{"id":9549,"date":"2023-01-13T10:56:03","date_gmt":"2023-01-13T15:56:03","guid":{"rendered":"https:\/\/resources.evans-legal.com\/?p=9549"},"modified":"2023-01-13T11:00:52","modified_gmt":"2023-01-13T16:00:52","slug":"pennsylvania-legislation-2021-2022","status":"publish","type":"post","link":"https:\/\/resources.evans-legal.com\/?p=9549","title":{"rendered":"Pennsylvania Legislation 2021-2022"},"content":{"rendered":"\n

The following chart shows the status of legislation introduced in the 2021-2022 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
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 81<\/a><\/td>Allows intestate heirs to receive unclaimed property without letters (was HB 1724 of 2019)<\/td>Amends 20 Pa.C.S. \u00a7 3101(e) <\/td>Referred to Judiciary (1\/11\/21)<\/td><\/td><\/td>\n<\/tr>\n
HB 169<\/a><\/td>Updates filial obligation law<\/td>Amends 23 Pa.C.S. \u00a7\u00a7 4602 and 4603<\/td>Referred to Judiciary (1\/14\/21)<\/td><\/td><\/td>\n<\/tr>\n
HB 384<\/a><\/td>Allows guardian of the person to make mental health care decisions<\/td>Amends 20 Pa.C.S. \u00a7 5521 <\/td>Referred to Judiciary (2\/3\/21)<\/td><\/td><\/td>\n<\/tr>\n
HB 514<\/a><\/td>Prohibits non-compete clauses by purely public charities<\/td>Amends \u00a7\u00a7 3 and 5 of the Institutions of Purely Public Charity Act, act of 11\/26\/1997, No. 55<\/td>Referred to Finance (2\/11\/21)<\/td><\/td><\/td>\n<\/tr>\n
HB 558<\/a><\/td>Exempts transfers of less than $100,000 from inheritance tax (see HB 665 of 2019)<\/td>Amends \u00a7 2106 of the Tax Reform Code of 1971<\/td>Referred to Finance (2\/22\/21)<\/td><\/td><\/td>\n<\/tr>\n
HB 679<\/a><\/td>Exempts transfers by individuals and married couples to wholly owned business entities<\/td>Amends \u00a7 1102-C.3 of the Tax Reform Code of 1971<\/td>Referred to Finance (2\/26\/21)<\/td><\/td><\/td>\n<\/tr>\n
HB 1148<\/a><\/td>Repeals inheritance tax (was HB 77 of 2019)<\/td>Repeals Article XXI of the Tax Reform Code of 1979<\/td>Referred to Finance (4\/8\/21)<\/td><\/td><\/td>\n<\/tr>\n
HB 1342<\/a><\/td>Exempts from inheritance tax transfers of personal property by members of military who die from active duty<\/td>Amends \u00a7 2111 of the Tax Reform Code of 1971<\/td>House concurred in Senate amendments (7\/7\/22)on and final passage (12\/13\/21)<\/td>Re-reported as amended from Appropriations; Third consideration and final passage (7\/7\/22)<\/td>Section 15.1 of Act 53<\/a> (7\/8\/22)<\/td>\n<\/tr>\n
HB 1523<\/a><\/td>Guarantees that the elective share of a surviving spouse who is also a pretermitted spouse will not be less than an intestate share<\/td>Amends 20 Pa.C.S. \u00a7 2211<\/td>Referred to Judiciary (6\/1\/21)<\/td><\/td><\/td>\n<\/tr>\n
HB 1534<\/a><\/td>Adds grandchildren to those who can receive bank accounts and unclaimed property without letters, and eliminates dollar limit on unclaimed property<\/td>Amends 20 Pa.C.S. \u00a7 3101(b) and (e)<\/td>Third consideration and passage (9\/13\/22)<\/td>Referred to Judiciary (9\/13\/22)<\/td><\/td>\n<\/tr>\n
HB 1558<\/a><\/td>Parent \"estranged\" from adult child forfeits intestate share of child's estate (was HB 2858 of 2019)<\/td>Amends 20 Pa.C.S. \u00a7 2106<\/td>Referred to Judiciary (6\/7\/2021)<\/td><\/td><\/td>\n<\/tr>\n
HB 1817<\/a><\/td>Creates an inheritance tax \"holiday\" from enactment through the end of 2021<\/td>Amends \u00a7 2111 of the Tax Reform Code of 1971 by adding a new subsection (g)<\/td>Referred to Finance (8\/31\/21)<\/td><\/td><\/td>\n<\/tr>\n
HB 1822<\/a><\/td>Increases bank accounts not requiring administration from $10,000 to $20,000<\/td>Amends 20 Pa.C.S. \u00a7 3101(b)<\/td>Third consideration and final passage (12\/15\/21)<\/td>Referred to Judiciary (12\/29\/21)<\/td><\/td>\n<\/tr>\n
HB 1890<\/a><\/td>Requires background checks for guardians<\/td>Amends 20 Pa.C.S. \u00a7 5511(f)<\/td>Referred to Aging and Older Adult Services (9\/21\/21)<\/td><\/td><\/td>\n<\/tr>\n
HB 1973<\/a><\/td>Reduces filings by volunteer fire companies and reduces fines for noncompliance<\/td>Amends Solicitation of Funds for Charitable Purposes Act<\/td>Referred to Finance (10\/13\/21)<\/td><\/td><\/td>\n<\/tr>\n
HB 2010<\/a><\/td>Training for public pension fund and state fund fiduciaries<\/td>Adds 20 Pa.C.S. Ch. 74<\/td>Referred to State Government (10\/26\/21)<\/td><\/td><\/td>\n<\/tr>\n
HB 2016<\/a><\/td>Confirms that real estate and 3101 accounts do not count towards $50,000 limit on small estate petition<\/td>Amends 20 Pa.C.S. \u00a7 3102<\/td>Third consideration and final passage (12\/15\/21)<\/td>Referred to Judiciary (12\/29\/21)<\/td><\/td>\n<\/tr>\n
HB 2394<\/a><\/td>Enacts new provisions for \"Pennsylvania orders for life-sustaining treatment\" (POLST) (was HB 987 of 2019 and HB 1196 of 2017)<\/td>Amends 20 Pa.C.S. Ch. 54 and adds a new Subchapter F<\/td>Referred to Health (3\/9\/22)<\/td><\/td><\/td>\n<\/tr>\n
HB 2754<\/a><\/td>Amends Slayer's Act to impose forfeiture on persons convicted of elder abuse (was HB 1845 of 2019<\/a>)<\/td>Amends 20 Pa.C.S. \u00a7\u00a7 2106 and 2507 and Ch. 88<\/td>Referred to Judiciary (7\/2122)<\/td><\/td><\/td>\n<\/tr>\n
SB 383<\/a><\/td>Creates an inheritance tax \"family exemption\" deduction of $100,000<\/td>Amends \u00a7 2127(3) of the Tax Reform Code of 1971<\/td><\/td>Referred to Finance (3\/10\/21)<\/td><\/td>\n<\/tr>\n
SB 583<\/a><\/td>Phases out inheritance tax on siblings (was SB 27 of 2019)<\/td>Amends \u00a7 2116(a)(1.3) of the Tax Reform Code of 1971<\/td><\/td>Referred to Finance (4\/20\/21)<\/td><\/td>\n<\/tr>\n
SB 683<\/a><\/td>Phases out inheritance tax on ancestors and descendants (was SB 27 of 2019)<\/td>Amends \u00a7 2116(a)(1) of the Tax Reform Code of 1971<\/td><\/td>Referred to Finance (5\/17\/21)<\/td><\/td>\n<\/tr>\n
SB 1034<\/a><\/td>Modifies revocable trusts for marriage, divorce, and the birth of a child and makes other changes to Title 20<\/td>Amends 20 Pa.C.S. \u00a7\u00a7 2022, 2507, 2521, 6111.1, and 7710.2 and enacts new \u00a7\u00a7 3327.1, 7710.3, and 7710.4 <\/td><\/td>Referred to Judiciary (1\/26\/22)<\/td><\/td>\n<\/tr>\n
SB 1035<\/a><\/td>Adds new definitions to UTA and conforming amendments, adds new subchapter for \"directed trusts,\" and adds new procedure for nonjudicial account settlements<\/td>Amends 20 Pa.C.S. \u00a7 7703 and various related sections, adds new Subchapter H.1 to Ch. 77, and adds new \u00a7 7785.1<\/td>Referred to Judiciary (9\/26\/22)<\/td>Third consideration and passage (9\/21\/22)<\/td><\/td>\n<\/tr>\n
SB 1321<\/a><\/td>Applies federal grantor trust rules to PA income tax<\/td>Amends sections 302 and 305 of the Tax Reform Code of 1971<\/td>Referred to Finance (10\/25\/22)<\/td>Third consideration and passage (10\/24\/22)<\/td><\/td>\n<\/tr>\n
SB 1333<\/a><\/td>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<\/td>Amends 20 Pa.C.S. \u00a7\u00a7 5511 and 5512.1<\/td><\/td>Reported as committed from Judiciary; first consideration (9\/20\/22)<\/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 2021-2022 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-9549","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\/9549","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=9549"}],"version-history":[{"count":2,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/9549\/revisions"}],"predecessor-version":[{"id":9553,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/9549\/revisions\/9553"}],"wp:attachment":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=9549"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=9549"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=9549"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}