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TASK FORCE ON DECEDENTS’ ESTATES LAWS SENATE MEMBERS Senator Stewart J. Greenleaf (Chair) Senator Patrick M. Browne Senator Jay Costa Senator Michael J. Stack HOUSE MEMBERS Representative Michael K. Hanna Representative C. Adam Harris - iv -
Thomas A. Beckley, Esquire Mark Bookman, Esquire Mitchell E. Chadrow, Esquire William R. Cooper, Esquire Robert E. Diehl, Jr., Esquire The Honorable Stephanie Domitrovich The Honorable Calvin S. Drayer, Jr. Karen A. Fahrner, Esquire Julia B. Fisher, Esquire Robert L. Freedman, Esquire Robert I. Friedman, Esquire Jay C. Glickman, Esquire Richard L. Grossman, Esquire Neil E. Hendershot, Esquire Thomas O. Hiscott, Esquire ADVISORY COMMITTEE ON DECEDENTS’ ESTATES LAWS Edward M. Watters, III, Esquire (Chair) - v - The Honorable Robert A. Kelly The Honorable Anne E. Lazarus John J. Lombard, Jr., Esquire James F. Mannion, Esquire John F. Meck, Esquire Michael J. Mullaugh, Esquire The Honorable Paula Francisco Ott Richard L. Placey, Esquire William Campbell Ries, Esquire Bruce A. Rosenfield, Esquire Michael J. Saile, Esquire Pam H. Schneider, Esquire Regina O. Thomas, Esquire Robert B. Wolf, Esquire C. Thomas Work, Esquire
Page 1 and 2: THE PROBATE, ESTATES and FIDUCIARIE
Page 3: JOINT STATE GOVERNMENT COMMISSION O
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
Page 53 and 54: RELEASE OF POWERS AND INTERESTS AND
Page 55 and 56:
Title 20 of the Pennsylvania Consol
Page 57 and 58:
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 +
Page 69 and 70:
- 61 - FORMULA CLAUSES FOR FEDERAL
Page 71 and 72:
(i) is executed or amended after De
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the provisions of his or her will,
Page 75 and 76:
CONFORMING AMENDMENTS Sections 2514
Page 77 and 78:
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
Page 85 and 86:
George J. Hauptfuhrer, Jr., Esq. 50
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K.L. Shirk, Jr., Esq. Lancaster 198
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