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The release of this report should not be interpreted as an endorsement by the members of the Executive Committee of the Joint State Government Commission of all the findings, recommendations or conclusions contained in this report. Joint State Government Commission Room 108 Finance Building Harrisburg, PA 17120-0018 Telephone 717-787-4397 Fax 717-787-7020 E-mail: jntst02@legis.state.pa.us Website: http://jsg.legis.state.pa.us __________________________________________________________________ The Joint State Government Commission was created by the act of July 1, 1937 (P.L.2460, No.459) as amended, as a continuing agency for the development of facts and recommendations on all phases of government for the use of the General Assembly. __________________________________________________________________ - ii -
JOINT STATE GOVERNMENT COMMISSION OFFICERS Representative Florindo J. Fabrizio, Chair Senator John C. Rafferty, Jr., Vice Chair ___________________________________________________ EXECUTIVE COMMITTEE Senate Members House Members Joseph B. Scarnati, III Keith R. McCall President Pro Tempore Speaker Dominic F. Pileggi Todd A. Eachus Majority Leader Majority Leader Robert J. Mellow Samuel H. Smith Minority Leader Minority Leader Vacant Frank J. Dermody Majority Whip Majority Whip Michael A. O’Pake Michael C. Turzai Minority Whip Minority Whip Michael L. Waugh Mark B. Cohen Chair, Majority Caucus Chair, Majority Caucus Vincent J. Hughes Sandra J. Major Chair, Minority Caucus Chair, Minority Caucus Member Ex-Officio Representative Florindo J. Fabrizio, Commission Chair _________________________________________________ David L. Hostetter, Executive Director David S. John, Jr., Assistant Director Stephen F. Rehrer, Counsel _________________________________________________ - iii -
Page 1: THE PROBATE, ESTATES and FIDUCIARIE
Page 5 and 6: Thomas A. Beckley, Esquire Mark Boo
Page 7 and 8: - vii - CONTENTS INTRODUCTION .....
Page 9 and 10: The Advisory Committee and Task For
Page 11 and 12: The necessary conforming amendments
Page 13 and 14: (c) Permissible consideration.--In
Page 15 and 16: Based on subsequent discussions, th
Page 17 and 18: duty to give to the named current b
Page 19 and 20: Jurisdiction The Advisory Committee
Page 21 and 22: (b) Form of release or disclaimer.-
Page 23 and 24: (2) A release of a power held in a
Page 25 and 26: SUMMARY OF RECOMMENDATIONS This rep
Page 27 and 28: § 6103.1. This new section, which
Page 29 and 30: - 21 - UNIFORM TRUST ACT Sections 7
Page 31 and 32: (d) Certification of representation
Page 33 and 34: (2) Advertisements by the trustee u
Page 35 and 36: notice required by this section. Th
Page 37 and 38: CHARITABLE INSTRUMENTS Title 20 of
Page 39 and 40: (c) Applicability.--This section ap
Page 41 and 42: DETERMINATION OF TITLE TO DECEDENT
Page 43 and 44: (ii) Upon a showing by clear and co
Page 45 and 46: DISPOSITIONS INDEPENDENT OF LETTERS
Page 47 and 48: § 3102. Settlement of small estate
Page 49 and 50: - 41 - JURISDICTION Title 20 of the
Page 51 and 52: BUSINESSES OF THE ESTATE Sections 3
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RELEASE OF POWERS AND INTERESTS AND
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Title 20 of the Pennsylvania Consol
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and remainders may not be accelerat
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POWERS OF APPOINTMENT Title 20 of t
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(4) an insufficiently funded testam
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the donee to appoint to the donee o
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issue could not give a child a powe
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Comment A presently exercisable 5 +
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- 61 - FORMULA CLAUSES FOR FEDERAL
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(i) is executed or amended after De
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the provisions of his or her will,
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CONFORMING AMENDMENTS Sections 2514
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personal representative does not ad
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This act shall apply as follows: TR
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CHARITABLE INSTRUMENTS ACT OF 1971
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Joint State Government Commission A
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George J. Hauptfuhrer, Jr., Esq. 50
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K.L. Shirk, Jr., Esq. Lancaster 198
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