About Elder Law, senior lifestyles, long-term care, end-of-life & health care surrogate decision-making, estate & personal planning, fiduciary administrations (by agents under powers of attorney, custodians, guardians, executors/administrators, & trustees), elders' dispute resolution, and Orphans' Court litigation in Pennsylvania.
By Neil Hendershot, Esq.
Posted on September 06, 2013
The Pennsylvania Probate, Estates & Fiduciaries Code (Title 20 of PA Consolidated Statutes) was amended in minor, but helpful, ways by Act 35 of 2013, which became effective on August 31, 2013.
The changes in affected sections of Title 20 are noted in the adopted form of House Bill 513, Printer's No...
Posted on August 26, 2013
On August 1, 2013, the Pennsylvania Joint State Government Commission posted a Report, dated August, 2013 (PDF, 4.7 MB) that encapsulates -- in 291 pages of history, descriptions, summaries, lists, and tables -- the amazing impact of that organization upon probate, estate, fiduciary, and related statutes, and upon Orphans' Court matters generally, since 1945 in this Commonwealth...
Posted on April 18, 2013
On April 18, 2013, in a posted press release entitled Supreme Court?s Elder Law Task Force Will Tackle Growing Abuses to Older Pennsylvanians, the Pennsylvania Supreme Court announced creation of a new Elder Law Task Force. The initial meeting of the group was held on April 16 and 17, 2013, at the Pennsylvania Judicial Center, in Harrisburg, PA...
Posted on April 07, 2013
The Morning Call (Allentown, PA) published a news report entitled Northampton County judge upholds Karoly wills (04/05/13), by Peter Hall, highlighting the most recent development in the Karoly Estates forgery of wills matter: "John Karoly Jr.'s sisters failed to prove he entered forgeries in brother's estate, judge rules...
Posted on April 04, 2013
On April 3, 2013, the Pennsylvania Unified Judicial System website posted a news article entitled Input Sought on Proposed Rewrite of 40-year-old Orphans' Court Rules, which announced: "A substantial overhaul of the current Orphans? Court Procedural Rules, which have remained relatively intact for nearly four decades, is being proposed...
Posted on March 04, 2013
The Winter, 2013 Newsletter (Issue No. 72) of the Real Property, Probate & Trust Law Section, of the Pennsylvania Bar Association, was published on February 28, 2013, and will be mailed to members in printed form. It will be available to the public in PDF format for a limited two-week period through a link to the PBA's website...
Posted on February 06, 2013
The IRS Preparer Tax Identification Number (PTIN) system was restored online effective February 2, 2013. It had been "down" after January 18, 2013, due to litigation in federal court. See: PA EE&F Law Blog posting IRS PTIN Registration System is "Down" (01/28/13)...
Posted on February 04, 2013
While seeking to access Pennsylvania Orphans' Court forms through this Blog's sidebar links to their source on the Internet, I discovered my links are no longer valid. What happened? Something changed.
Recently, the website of the Uniform Judicial System of Pennsylvania was completely refreshed and reformatted...
Posted on January 28, 2013
The Internal Revenue Service's Tax Professionals system presently is "down" due to litigation.
According to the IRS Statement on Court Ruling Related to Return Preparers, updated as of January 25, 2013, a litigation stay is the reason:
As of Friday, Jan...
Posted on January 23, 2013
On January 23, 2013, the Central Pennsylvania Business Journal reported in an article entitled Pa. House committee passes bill to end 'death tax', that the Finance Committee of the Pennsylvania House approved a bill Tuesday for further consideration by the full House that would eliminate Pennsylvania inheritance tax on family-owned businesses...
Posted on September 28, 2012
Impact of Health Law on LGBT Individuals and Families is the title and subject of a 1˝ hour continuing legal education program to be held on Friday, October 12, 2012, as sponsored by the Allegheny County Bar Association, through its Health Law Section, in partnership
with its LGBT Rights Committee, which was created in March, 2012...
Posted on September 10, 2012
On Friday, August 31, 2012, WITF-FM (Harrisburg, PA) broadcast a Radio Smart Talk program 50 minutes long, entitled What questions do you have about organ donation?
The initial guest of host Scott Lamar was John Green, Director of Community Relations for the Gift of Life Donor Program, of Philadelphia, PA...
Posted on August 28, 2012
By September, 2012, the original Internet address of Pennsylvania's Unified Judicial System -- www.aopc.org (which reflected the initials of the Administrative Office of Pennsylvania Courts) -- will be deactivated.
Through the summer, that web address already had redirected users automatically to the updated PA Unified Judicial System (Court) website -- www...
Posted on August 27, 2012
Appeals from orders issued by the various Orphans' Court Divisions, of the Courts of Common Pleas in Pennsylvania, are governed, effective February 12, 2012, by revised procedural rules, which were further amended by the Pennsylvania Supreme Court by order dated July 16, 2012...
Posted on July 06, 2012
On July 5, 2012, Pennsylvania Governor Tom Corbett signed House Bill 1720 (Printer's No. 2589) -- commonly (and comically) referenced as the "Granny Snatching bill" -- into state law as Act 108 of 2012, to take effect in 60 days.
Act 108 amends Title 20 (Decedents, Estates and
Fiduciaries) of PA Consolidated Statutes, to provide for
uniform adult guardianship and protective proceedings
Posted on July 03, 2012
On July 2, 2012, Governor Tom Corbett signed legislation that, effective immediately, exempts working farms and some related agricultural commodities from Pennsylvania Inheritance Tax.
The Governor's Press Release was posted by PR Newswire under the title Pennsylvania Governor Tom Corbett Ends Burden for Farmers by Eliminating Inheritance Tax (07/01/12):
Pennsylvania farmers can now pass
Posted on June 15, 2012
Today, Friday, June 15, 2012, is the seventh annual World Elder Abuse Awareness Day (WEAAD).
The goal of WEAAD is to increase awareness of elder abuse throughout the world and bring attention for the need for prevention and action. Every year, millions of older adults are abused, neglected or exploited, with many cases never being reported...
Posted on June 14, 2012
Attorney Mark Mateya, of Carlise (Cumberland County), PA, writes a simple personal blog, hosted on Blogger, entitled Taking Care of Your Parents: My Own Story.
I've known Mark probably for fifteen years. I respect him as a lawyer. I did not know, however, that last year in May, he stepped out of that professional role and began posting his personal experiences on a blog about his family,
Posted on June 11, 2012
On Tuesday, June 12, 2012, WITF-FM's Radio Smart Talk will host a discussion about the legal concept of "filial support" and its possible consequences for Pennsylvania's sons and daughters with aged parents who require care, but who can't pay.
"Filial" is defined by the Merriam-Webster dictionary as 1: of, relating to, or befitting a son or daughter , or 2: having or assuming the relation
Posted on March 31, 2012
I write this blog entry on a Saturday morning at the Widener University School of Law (Harrisburg Campus) during a "Wills for Heroes" session, which offers free wills and other estate planning documents to first responders and their spouses or domestic partners...
Posted on February 14, 2012
The Closure online multimedia educational project of the Jewish Healthcare Foundation, Inc., of Pittsburgh, PA, "is an initiative to change expectations for end-of-life."
The Project's goal is "to empower consumers and healthcare professionals with easy-to-access, simple-to-understand information and resources to make educated decisions about end-of-life care...
Posted on January 13, 2012
On Friday, January 13, 2012, the Secretary of the Pennsylvania Department of Aging, Brian Duke (accompanied by his Chief of Staff, Kevin Hancock), was interviewed for an hour on WITF-FM Radio's Smart Talk, about the changing and growing needs for the Commonwealth's aged population...
Posted on January 09, 2012
The Tax Talk Today program, scheduled from 2:00 to 3:40 PM on Tuesday, January 10, 2012 (and available for replay online over the next twelve months for registered users), will present a comprehensive discussion of changes in individual income tax rules and procedures, reviewed by highly-knowledgeable speakers -- Preston Benoit, Deputy Director, IRS Return Preparer Office, and Jason Langley,
Posted on December 27, 2011
On December 27, 2011, the Unified Judicial System of Pennsylvania posted its chart of County Holidays for 2012 (PDF, 2 pages), which summarizes legal and operating holidays designated by counties for the various courthouses in the Commonwealth. This is a most useful, even essential, chart...
Posted on December 23, 2011
On December 23, 2011, The Philadelphia Inquirer posted an article, Financial abuse of the elderly is approaching a crisis, researcher says, by Chris Mondics, that reports the opinion of Mark Lachs, a geriatrician and social scientist at Weill Cornell Medical College in New York, who believes "an epidemic of thefts and fraud targeting the elderly -- by lawyers, financial advisers, family
Posted on November 14, 2011
What can we learn from the tortuous events of last week here in Central Pennsylvania, which unfolded following criminal charges filed against a former Penn State University coach alleged to have molested or assaulted many young boys? See: Thirty-Third Investigating Grand Jury Presentment (Nov...
Posted on November 08, 2011
Browsing through the Trusts & Estates website recently, I noted a useful learning service regarding federal tax laws and return preparation, available on the Internet: Tax Talk Today.
Sponsored by the Internal Revenue Service, Tax Talk Today is a live
Internet program featuring industry tax experts and professionals and
top representatives from the IRS...
Posted on November 02, 2011
Pennsylvania is one of 22 states (and the District of Columbia) that imposes an estate tax due after the death of an individual, and is one of only six states that apply an inheritance tax upon residents receiving assets from a decedent or against real estate located here...
Posted on October 25, 2011
Would you remember what "UAGPPJA" means, or what it could do in Pennsylvania, without an association to "granny snatching"? Maybe that's why such a Scrabble of title letters is linked to a simple, silly phrase. The serious and unremedied abuse situations involving transport of incapacitated elderly persons must be corrected by a dry, but effective, proposed model statute...