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Decedents, Estates And Fiduciaries - 20 Pa. Cons. Stat.

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    Chapter 1. Short Title and Definitions
  • § 101.  Short title.
    This title shall be known and may be cited as the "Probate, Estates and Fiduciaries Code." Each chapter herein shall be known and may be ...
  • § 102.  Definitions.
    Subject to additional definitions contained in subsequent provisions of this title which are applicable to specific provisions of this title, the following words and phrases ...

  • Chapter 3. Ownership of Property; Legal Title and Equitable
    Estate
  • § 301.  Title to real and personal estate of a decedent.
    (a) Personal estate.--Legal title to all personal estate of a decedent shall pass at his death to his personal representative, if any, as of the ...
  • § 302.  Title to real and personal estate of an incapacitated person.
    § 302. Title to real and personal estate of an incapacitated person. Legal title to all real estate and personal property of an incapacitated person ...
  • § 303.  Title to real and personal estate of a minor.
    Legal title to all real and personal property of a minor shall remain in him, subject, however, to all the powers granted to his guardian ...
  • § 304.  Application of payments made to fiduciaries.
    A person who, in good faith, pays or transfers to a fiduciary any money or other property, which the fiduciary as such is authorized to ...
  • § 305.  Right to dispose of a decedent's remains.
    (a) General rule.--The determination of the final disposition of a decedent's remains shall be as set forth in this section unless otherwise specifically provided by ...

  • Chapter 7. Orphans' Court Divisions
    Subchapter A. Organization
  • § 701.  Orphans' court divisions.
    Orphans' court divisions shall be organized as provided by Title 42 (relating to judiciary and judicial procedure). Except as otherwise provided or prescribed by law, ...

  • Subchapter B. Jurisdiction
  • § 711.  Mandatory exercise of jurisdiction through orphans' court division in general.
    SUBCHAPTER B JURISDICTION Sec. 711. Mandatory exercise of jurisdiction through orphans' court division in general. 712. Nonmandatory exercise of jurisdiction through orphans' court division. 713. ...
  • § 712.  Nonmandatory exercise of jurisdiction through orphans' court division.
    § 712. Nonmandatory exercise of jurisdiction through orphans' court division. The jurisdiction of the court of common pleas over the following may be exercised through ...
  • § 713.  Special provisions for Philadelphia County.
    The provisions of section 711 (relating to mandatory exercise of jurisdiction through orphans' court division in general), insofar as they relate to adoptions and birth ...
  • § 714.  Conflict of laws.
    Nothing in this chapter shall be construed to interfere with the rules of law applicable to the determination of the question whether Pennsylvania courts have ...
  • § 715.  Incidental powers (Repealed).
    § 715. Incidental powers (Repealed). 1978 Repeal Note. Section 715 was repealed April 28, 1978, P.L.202, No.53, effective in 60 days. ...

  • Subchapter C. Venue
  • § 721.  Venue of decedents', minors' and incapacitated persons' estates.
    SUBCHAPTER C VENUE Sec. 721. Venue of decedents', minors' and incapacitated persons' estates. 722. Venue of trust estates. 723. Situs of testamentary trust (Deleted by ...
  • § 722.  Venue of trust estates.
    When a Pennsylvania court has jurisdiction of any trust, testamentary or inter vivos, except as otherwise provided by law, the venue for all purposes shall ...
  • § 723.  Situs of testamentary trust (Deleted by amendment).
    § 723. Situs of testamentary trust (Deleted by amendment). 2006 Amendment. Section 723 was deleted by amendment July 7, 2006, P.L.625, No.98, effective in 120 ...
  • § 724.  Situs of inter vivos trust (Deleted by amendment).
    § 724. Situs of inter vivos trust (Deleted by amendment). 2006 Amendment. Section 724 was deleted by amendment July 7, 2006, P.L.625, No.98, effective in ...
  • § 725.  Change of situs; order of court (Deleted by amendment).
    § 725. Change of situs; order of court (Deleted by amendment). 2006 Amendment. Section 725 was deleted by amendment July 7, 2006, P.L.625, No.98, effective ...
  • § 726.  Venue of nonprofit corporations.
    Except as otherwise prescribed by general rules, in exercising the jurisdiction of the court over the property or affairs of a domestic or foreign nonprofit ...
  • § 727.  Venue of cemetery companies.
    Except as otherwise provided in Title 9 (relating to burial grounds) or prescribed by general rules, in exercising the jurisdiction of the court over the ...

  • Subchapter D. Judges (Repealed)
    § 731 - § 732 (Repealed).
    Subchapter E. Duties of the Clerk and Sheriff
  • § 741.  Duties of the clerk (Repealed).
    SUBCHAPTER E DUTIES OF THE CLERK AND SHERIFF Sec. 741. Duties of the clerk (Repealed). 742. Dockets (Repealed). 743. Bill of costs (Repealed). 744. Translation ...
  • § 742.  Dockets (Repealed).
    § 742. Dockets (Repealed). ...
  • § 743.  Bill of costs (Repealed).
    § 743. Bill of costs (Repealed). 1978 Repeal Note. The repeal of section 743 is effective one year from April 28, 1978. ...
  • § 744.  Translation of foreign language documents (Repealed).
    § 744. Translation of foreign language documents (Repealed). ...
  • § 745.  Advertisement of accounts.
    (a) Requirement of notice; contents of notice.--The clerk of the orphans' court division shall give notice by advertisement of the time when accounts filed with ...
  • § 746.  Money paid into court (Repealed).
    § 746. Money paid into court (Repealed). 1978 Repeal Note. The repeal of section 746 is effective two years from April 28, 1978. ...
  • § 747.  Powers and duties of the sheriff (Repealed).
    § 747. Powers and duties of the sheriff (Repealed). ...
  • § 748.  Fees (Repealed).
    § 748. Fees (Repealed). ...

  • Subchapter F. Masters, Auditors, Examiners, Guardians
    Ad Litem and Trustees Ad Litem
  • § 751.  Appointment; purpose.
    The orphans' court division may appoint: (1) Masters.--A master to investigate any issue of fact and to report his findings of fact, conclusions of law ...
  • § 752.  Compensation.
    The compensation of any master, auditor, examiner, guardian ad litem, or trustee ad litem, subject to any inconsistent general rule shall be paid from such ...
  • § 753.  Subpoenas.
    Masters, auditors and examiners shall have the power to issue subpoenas with or without a clause of duces tecum to witnesses to appear before them ...
  • § 754.  Power to administer oaths (Repealed).
    § 754. Power to administer oaths (Repealed). 1978 Repeal Note. Section 754 was repealed April 28, 1978, P.L.202, No.53, effective in 60 days. ...

  • Subchapter G. Procedure
  • § 761.  Petitions.
    All applications to the orphans' court division shall be by petition in the form prescribed by general rules and shall be attested either by an ...
  • § 762.  Accounts.
    The orphans' court division may decide or dispose of any question relating to the administration or distribution of an estate or trust and exercise any ...
  • § 763.  Writs of habeas corpus (Repealed).
    § 763. Writs of habeas corpus (Repealed). 1978 Repeal Note. Section 763 was repealed April 28, 1978, P.L.202, No.53, effective in 60 days. ...
  • § 764.  Citation.
    Jurisdiction of the person shall be obtained by citation to be awarded by the orphans' court division upon application of any party in interest. The ...
  • § 765.  Service of citation.
    A citation to obtain jurisdiction of a person may be served by an adult person, or by the sheriff of the county wherein the citation ...
  • § 766.  Proof of service.
    Proof of service shall be by affidavit of the person or the return of the sheriff making service, and shall set forth the same information ...
  • § 767.  Parties in interest.
    In any proceeding where the orphans' court division considers that the interests of any taxing authority, including the United States, any state and any political ...
  • § 768.  Manner of service; proof.
    Notice of any proceeding in an orphans' court division may be given within or outside the Commonwealth by personal service, by registered mail, by publication, ...
  • § 769.  Power of orphans' court division (Repealed).
    § 769. Power of orphans' court division (Repealed). 1978 Repeal Note. Section 769 was repealed April 28, 1978, P.L.202, No.53, effective in 60 days. ...
  • § 771.  Decree without prior hearing; attachment; sequestration (Repealed).
    § 771. Decree without prior hearing; attachment; sequestration (Repealed). 1978 Repeal Note. Section 771 was repealed April 28, 1978, P.L.202, No.53, effective in two years. ...
  • § 772.  Injunctions (Repealed).
    § 772. Injunctions (Repealed). 1978 Repeal Note. Section 772 was repealed April 28, 1978, P.L.202, No.53, effective in 60 days. ...
  • § 773.  Subpoenas (Repealed).
    § 773. Subpoenas (Repealed). 1980 Repeal Note. Section 773 was repealed October 5, 1980, P.L.693, No.142, effective in 60 days. ...
  • § 774.  Depositions and discovery.
    The orphans' court division, by general rule or special order, may prescribe the practice relating to depositions, discovery, and the production of documents. To the ...
  • § 775.  Perpetuation of testimony and court records.
    The orphans' court division, by general rule or special order, may prescribe the practice relating to the perpetuation of testimony and to the perpetuation of ...
  • § 776.  Testimony in proceedings removed from register.
    On appeal from the register, or in a proceeding removed from the register, the orphans' court division may find, upon the testimony taken before the ...
  • § 777.  Right to jury trial; discretion of orphans' court division.
    § 777. Right to jury trial; discretion of orphans' court division. (a) Title to property.--When a substantial dispute of fact shall arise concerning the decedent's ...
  • § 778.  Procedure for jury trials.
    (a) Jury.--Jury trials in any case begun before or certified or appealed to an orphans' court division shall be tried in the division. The division ...
  • § 779.  Nonsuits.
    (a) In general.--The orphans' court division may enter a nonsuit under the same circumstances, subject to review in the same manner and with the same ...
  • § 781.  Methods of enforcement.
    Compliance with an order or decree of an orphans' court division may be enforced by attachment of the person; sequestration of real or personal property; ...
  • § 782.  Procedure on attachment of the person.
    (a) Direction of writs.--A writ of attachment of the person shall be directed to and executed by the sheriff of the county in which the ...
  • § 783.  Procedure on sequestration of real or personal property.
    A writ of sequestration of real or personal property of an estate or trust, or of the respondent, to enforce an order or decree of ...
  • § 784.  Procedure on execution on personal property.
    Writs of execution on personal property shall be allowed by the orphans' court division and directed to and executed by the sheriff of the proper ...
  • § 785.  Procedure on attachment execution.
    Writs of attachment execution shall be allowed by the orphans' court division and directed to and executed by the sheriff of the proper county. The ...
  • § 786.  Procedure on execution on real estate.
    (a) Filing.--The prothonotary of any court of common pleas shall, on demand of the fiduciary or of any party in interest, file and docket a ...
  • § 791.  Allowance and allocation (Repealed).
    § 791. Allowance and allocation (Repealed). 1978 Repeal Note. Section 791 was repealed April 28, 1978, P.L.202, No.53, effective in one year. ...
  • § 792.  Right of appeal (Repealed).
    § 792. Right of appeal (Repealed). 1978 Repeal Note. Section 792 was repealed April 28, 1978, P.L.202, No.53, effective in 60 days. ...
  • § 793.  Effect of appeal.
    No appeal from an order or decree of an orphans' court division concerning the validity of a will or the right to administer shall suspend ...
  • § 794.  Disposition of cases on appeal (Repealed).
    § 794. Disposition of cases on appeal (Repealed). 1978 Repeal Note. Section 794 was repealed April 28, 1978, P.L.202, No.53, effective in 60 days. ...

  • Chapter 9. Register of Wills
    Subchapter A. Jurisdiction and Powers
  • § 901.  Register's jurisdiction.
    Within the county for which he has been elected or appointed, the register shall have jurisdiction of the probate of wills, the grant of letters ...
  • § 902.  Deputy register.
    Every register shall appoint a deputy or two deputies who shall have power to perform the duties of the office in his behalf and for ...
  • § 903.  Witnesses; testimony.
    The register shall have power to: (1) Subpoenas.--Issue a subpoena to any person in any county of the Commonwealth to appear or produce papers or ...
  • § 904.  Witness fees.
    Witnesses appearing before the register in obedience to the register's subpoena shall be entitled to the same fees and mileage as are allowed by law ...
  • § 905.  Enforcement of subpoenas, orders and costs.
    Should any person refuse to comply with any subpoena or order of the register or to pay all costs, the register shall forthwith certify the ...
  • § 906.  Caveat.
    (a) Bond.--When a caveat has been filed, the register shall not delay the probate of a will or the grant of letters for more than ...
  • § 907.  Certification of records to court.
    Whenever a caveat shall be filed or a dispute shall arise before the register concerning the probate of a will, the grant of letters or ...
  • § 908.  Appeals.
    (a) When allowed.--Any party in interest seeking to challenge the probate of a will or who is otherwise aggrieved by a decree of the register, ...
  • § 909.  Bill of costs (Repealed).
    § 909. Bill of costs (Repealed). 1978 Repeal Note. Section 909 was repealed April 28, 1978, P.L.202, No.53, effective in one year. ...
  • § 910.  Transmission of accounts to the court.
    All accounts filed with the register shall be transmitted to the court for audit and confirmation on dates fixed by the court by general rule ...
  • § 911.  Attestation of certain applications and documents.
    Except as provided otherwise in section 3154 (relating to affidavit and oath), applications and documents submitted to the register for which attestation is required may ...

  • Subchapter B. Records and Certified Copies
  • § 921.  Wills.
    All probated wills shall be indexed and recorded by the register, and shall remain in his office, except for the period required to be in ...
  • § 922.  Inventories.
    The register shall index and record all inventories filed with him. The recording may be accomplished by photographic or other mechanical process. (Dec. 10, 1974, ...
  • § 923.  Certified copies.
    Every register upon the request of any person paying the fee therefor, shall make and certify under the seal of his office true copies of ...
  • § 924.  Recording proceedings in another county.
    Copies of wills and probate proceedings and records of the grant of letters of administration and proceedings relating thereto, duly certified by the register, may ...
  • § 925.  Certificates and affidavits of death.
    Where it is not necessary to have letters granted to administer a decedent's estate but it is desired to have a public record of his ...

  • Chapter 21. Intestate Succession
  • § 2101.  Intestate estate.
    (a) General rule.--All or any part of the estate of a decedent not effectively disposed of by will or otherwise passes to his heirs as ...
  • § 2102.  Share of surviving spouse.
    The intestate share of a decedent's surviving spouse is: (1) If there is no surviving issue or parent of the decedent, the entire intestate estate. ...
  • § 2103.  Shares of others than surviving spouse.
    The share of the estate, if any, to which the surviving spouse is not entitled, and the entire estate if there is no surviving spouse, ...
  • § 2104.  Rules of succession.
    The provisions of this chapter shall be applied to both real and personal estate in accordance with the following rules: (1) Taking in different degrees.--The ...
  • § 2105.  Spouse's rights.
    (a) Widow.--The share of the estate to which a widow is entitled under this title shall be in lieu and full satisfaction of her dower ...
  • § 2106.  Forfeiture.
    (a) Spouse's share.--A spouse who, for one year or upwards previous to the death of the other spouse, has willfully neglected or refused to perform ...
  • § 2107.  Persons born out of wedlock.
    (a) Child of mother.--For purposes of descent by, from and through a person born out of wedlock, he shall be considered the child of his ...
  • § 2108.  Adopted person.
    For purposes of inheritance by, from and through an adopted person he shall be considered the issue of his adopting parent or parents. An adopted ...
  • § 2109.  Advancements (Repealed).
    § 2109. Advancements (Repealed). 1976 Repeal Note. Section 2109 was repealed July 9, 1976, P.L.551, No.135, effective immediately. ...
  • § 2109.1. Advancements.
  • § 2110.  Spouse's allowance; procedure.
    The allowance shall be set aside and awarded in distribution to the surviving spouse, or his successor in interest, in the same manner as other ...
  • § 2111.  Procedure to establish title to real property when spouse claims entire estate (Repealed).
    § 2111. Procedure to establish title to real property when spouse claims entire estate (Repealed). 1978 Repeal Note. Section 2111 was repealed April 18, 1978, ...
  • § 2112.  Property distributable to the Commonwealth (Repealed).
    § 2112. Property distributable to the Commonwealth (Repealed). 1976 Repeal Note. Section 2112 was repealed July 9, 1976, P.L.551, No.135, effective immediately. ...
  • § 2113.  Limitations of claims (Repealed).
    § 2113. Limitations of claims (Repealed). 1976 Repeal Note. Section 2113 was repealed July 9, 1976, P.L.551, No.135, effective immediately. ...
  • § 2114.  Personal estate of nonresident (Repealed).
    § 2114. Personal estate of nonresident (Repealed). 1976 Repeal Note. Section 2114 was repealed July 9, 1976, P.L.551, No.135, effective immediately. ...

  • Chapter 22. Elective Share of Surviving Spouse
  • § 2201.  Definition of conveyance.
    As used in this chapter, unless the context clearly indicates otherwise, "conveyance" means an act by which it is intended to create an interest in ...
  • § 2202.  Right of election; nonresident decedent.
    When a married person not domiciled in this Commonwealth dies, the rights, if any, of his surviving spouse to an elective share in property in ...
  • § 2203.  Right of election; resident decedent.
    (a) Property subject to election.--Except as provided in subsection (c), when a married person domiciled in this Commonwealth dies, his surviving spouse has a right ...
  • § 2204.  Disclaimers, releases and charges against elective share.
    § 2204. Disclaimers, releases and charges against elective share. (a) Disclaimers.--Except as provided in subsections (b) and (c), an election by a spouse to take ...
  • § 2205.  Transfers for value excluded.
    Conveyances and contracts made by the decedent are excluded from the provisions of section 2203 (relating to right of election; resident decedent) and section 2204 ...
  • § 2206.  Right of election personal to surviving spouse.
    The right of election of the surviving spouse may be exercised in whole or in part only during his lifetime by him or by his ...
  • § 2207.  Waiver of right to elect.
    The right of election of a surviving spouse may be waived, wholly or partially, before or after marriage or before or after the death of ...
  • § 2208.  Forfeiture of right of election.
    A surviving spouse who under the provisions of section 2106 (relating to forfeiture) would not be entitled to a share of the decedent's estate had ...
  • § 2209.  Surviving spouse as witness.
    A person who is or claims to be the surviving spouse shall be a competent witness as to all matters pertinent to his rights under ...
  • § 2210.  Procedure for election; time limit.
    (a) How election made.--A surviving spouse's election to take or not to take his elective share shall be by a writing signed by him and ...
  • § 2211.  Determination of effect of election; enforcement.
    (a) Power of court of domicile.--After notice and hearing, the orphans' court division of the county of the decedent's domicile shall determine all matters concerning ...

  • Chapter 25. Wills
  • § 2501.  Who may make a will.
    Any person 18 or more years of age who is of sound mind may make a will. (Dec. 6, 1972, P.L.1461, No.331; Dec. 10, 1974, ...
  • § 2502.  Form and execution of a will.
    Every will shall be in writing and shall be signed by the testator at the end thereof, subject to the following rules and exceptions: (1) ...
  • § 2503.  Nuncupative wills (Repealed).
    § 2503. Nuncupative wills (Repealed). 1974 Repeal Note. Section 2503 was repealed December 10, 1974, P.L.867, No.293, effective immediately. ...
  • § 2504.  Witnesses (Repealed).
    § 2504. Witnesses (Repealed). 1974 Repeal Note. Section 2504 was repealed December 10, 1974, P.L.867, No.293, effective immediately. ...
  • § 2504.1. Validity of execution.
  • § 2505.  Revocation of a will.
    No will or codicil in writing, or any part thereof, can be revoked or altered otherwise than: (1) Will or codicil.--By some other will or ...
  • § 2506.  Revival of revoked or invalid will.
    If, after the making of any will, the testator shall execute a later will which expressly or by necessary implication revokes the earlier will, the ...
  • § 2507.  Modification by circumstances.
    Wills shall be modified upon the occurrence of any of the following circumstances, among others: (1) Death within 30 days; religious and charitable gifts.--(Repealed). (2) ...
  • § 2508.  Change by election of surviving spouse (Repealed).
    § 2508. Change by election of surviving spouse (Repealed). 1978 Repeal Note. Section 2508 was repealed April 18, 1978, P.L.42, No.23, effective in 60 days. ...
  • § 2509.  Forfeiture of right of election (Repealed).
    § 2509. Forfeiture of right of election (Repealed). 1978 Repeal Note. Section 2509 was repealed April 18, 1978, P.L.42, No.23, effective in 60 days. ...
  • § 2510.  How election made (Repealed).
    § 2510. How election made (Repealed). 1978 Repeal Note. Section 2510 was repealed April 18, 1978, P.L.42, No.23, effective in 60 days. ...
  • § 2511.  Time for making election (Repealed).
    § 2511. Time for making election (Repealed). 1978 Repeal Note. Section 2511 was repealed April 18, 1978, P.L.42, No.23, effective in 60 days. ...
  • § 2512.  Failure to make an election (Repealed).
    § 2512. Failure to make an election (Repealed). 1978 Repeal Note. Section 2512 was repealed April 18, 1978, P.L.42, No.23, effective in 60 days. ...
  • § 2513.  Grantee or lienholder (Repealed).
    § 2513. Grantee or lienholder (Repealed). 1978 Repeal Note. Section 2513 was repealed April 18, 1978, P.L.42, No.23, effective in 60 days. ...
  • § 2514.  Rules of interpretation.
    In the absence of a contrary intent appearing therein, wills shall be construed as to real and personal estate in accordance with the following rules: ...
  • § 2515.  Devise or bequest to trust.
    A devise or bequest in a will may be made to the trustee of a trust, including any unfunded trust, established in writing by the ...
  • § 2516.  Devise in fee tail abolished.
    Whenever by any devise an estate in fee tail would be created according to the common law of the Commonwealth, it shall pass an estate ...
  • § 2517.  Rule in Shelley's case and doctrine of worthier title.
    (a) Rule in Shelley's case.--The rule in Shelley's case and its corollaries shall not be applied, and a devise or bequest directly or in trust ...
  • § 2518.  Alienage.
    Real and personal estate shall pass without regard to whether the testator or any devisee or legatee is or has been an alien. ...
  • § 2519.  Testamentary guardian.
    (a) Guardian of the person.--A person competent to make a will, being the sole surviving parent or adopting parent of any unmarried minor child, may ...
  • § 2520.  Personal estate of nonresident (Repealed).
    § 2520. Personal estate of nonresident (Repealed). 1976 Repeal Note. Section 2520 was repealed July 9, 1976, P.L.551, No.135, effective immediately. ...
  • § 2521.  Penalty clause for contest.
    A provision in a will or trust purporting to penalize an interested person for contesting the will or trust or instituting other proceedings relating to ...

  • Chapter 27. Contractual Arrangements Relating to Succession
  • § 2701.  Contracts concerning succession.
    (a) Establishment of contract.--A contract to die intestate or to make or not to revoke a will or testamentary provision or an obligation dischargeable only ...

  • Chapter 31. Dispositions Independent of Letters; Family
    Exemption; Probate of Wills and Grant of Letters
    Subchapter A. Dispositions Independent of Letters
  • § 3101.  Payments to family and funeral directors.
    (a) Wages, salary or employee benefits.--Any employer of a person dying domiciled in this Commonwealth at any time after the death of the employee, whether ...
  • § 3102.  Settlement of small estates on petition.
    When any person dies domiciled in the Commonwealth owning property (exclusive of real estate and of property payable under section 3101 (relating to payments to ...

  • Subchapter B. Family Exemption
  • § 3121.  When allowable.
    The spouse of any decedent dying domiciled in the Commonwealth, and if there be no spouse, or if he has forfeited his rights, then such ...
  • § 3122.  Payment or delivery of exemption.
    (a) Items claimed.--The personal representative, if any, shall deliver to the spouse, child or children, parent or parents, the items of personal property claimed as ...
  • § 3123.  Payment from real estate.
    (a) Appraisement.--If the exemption is claimed in whole or in part out of real estate, the appraisement of the real estate shall be made by ...
  • § 3124.  Income.
    When the family exemption does not exhaust the entire real and personal estate, the income of the estate shall be equitably prorated among the surviving ...
  • § 3125.  Other remedies.
    The surviving spouse, child or children, parent or parents may also collect the exemption out of real and personal estate, together with income thereon, in ...
  • § 3126.  Grantee or lienholder.
    (a) Rights accruing before death; purchase money obligation.--Nothing in Subchapter A of this chapter (relating to dispositions independent of letters) and this subchapter shall be ...

  • Subchapter C. Probate
  • § 3131.  Place of probate.
    The will of a decedent domiciled in the Commonwealth at the time of his death shall be probated only before the register of the county ...
  • § 3132.  Manner of probate.
    All wills shall be proved by the oaths or affirmations of two competent witnesses and (1) Will signed by testator.--In the case of a will ...
  • § 3132.1. Self-proved wills.
  • § 3133.  Limit of time for probate.
    (a) Original probate.--A will may be offered for probate at any time. (b) Conclusiveness of original probate.--The probate of a will shall be conclusive as ...
  • § 3134.  Nuncupative wills (Repealed).
    § 3134. Nuncupative wills (Repealed). 1974 Repeal Note. Section 3134 was repealed December 10, 1974, P.L.867, No.293, effective immediately. ...
  • § 3135.  Wills in foreign language.
    A writing not in English shall not be filed for probate or for any other purpose in the office of the register unless there is ...
  • § 3136.  Wills probated outside the Commonwealth.
    A duly authenticated copy of a will proved outside of the Commonwealth according to the law of the place of probate may be offered for ...
  • § 3137.  Enforcing production of will.
    The register, at the request of any party in interest, shall issue a citation directed to any person alleged to have possession or control of ...
  • § 3138.  Later will or codicil.
    If a later will or codicil is submitted to the register for probate within three months of the testator's death but after the register shall ...

  • Subchapter D. Grant of Letters
  • § 3151.  Proper county.
    Letters testamentary or of administration on the estate of a decedent domiciled in the Commonwealth at the time of his death shall be granted only ...
  • § 3152.  When 21 years elapsed.
    Letters testamentary or of administration shall not be granted after the expiration of 21 years from the decedent's death, except on the order of the ...
  • § 3153.  Contents of petition.
    A petition for the grant of letters testamentary or of administration shall state, under oath, so far as they are known: (1) The decedent's name, ...
  • § 3154.  Affidavit and oath.
    (a) Fiduciary and witness.--The affidavit to a petition for the grant of letters and the oath of the fiduciary relative to the performance of his ...
  • § 3155.  Persons entitled.
    (a) Letters testamentary.--Letters testamentary shall be granted by the register to the executor designated in the will, whether or not he has declined a trust ...
  • § 3156.  Persons not qualified.
    No person shall be qualified to serve as a personal representative who is: (1) Under 18 years of age. (2) A corporation not authorized to ...
  • § 3157.  Nonresidents.
    The register shall have discretion to refuse letters of administration to any individual not a resident of this Commonwealth. (Apr. 28, 1978, P.L.202, No.53, eff. ...
  • § 3158.  Letters of administration C.T.A.
    When there is a will, but no executor qualifies, letters of administration cum testamento annexo may be granted to the person or persons entitled thereto. ...
  • § 3159.  Letters of administration D.B.N. or D.B.N.C.T.A.
    When an entire vacancy occurs in the office of personal representative before administration is completed, the register, in a case of intestacy, shall grant letters ...
  • § 3160.  Letters of administration durante minoritate, durante absentia, and pendente lite.
    § 3160. Letters of administration durante minoritate, durante absentia, and pendente lite. Whenever the circumstances of the case require, letters of administration durante minoritate, durante ...
  • § 3161.  Oath of personal representative.
    Before letters shall be granted to a personal representative by the register, the personal representative shall swear that he will well and truly administer the ...
  • § 3162.  Advertisement of grant of letters.
    The personal representative, immediately after the grant of letters, shall cause notice thereof to be given in one newspaper of general circulation published at or ...

  • Subchapter E. Personal Representative; Bond
  • § 3171.  Individual estate.
    Except as hereinafter provided, before letters shall be granted to any personal representative, he shall execute and file a bond which shall be in the ...
  • § 3172.  Register's responsibility.
    If any register shall grant letters without having taken such bond as is required by law, he and his surety shall be liable to pay ...
  • § 3173.  Fiduciary estate.
    The register, in his discretion, upon the application of any party in interest, in addition to any bond required for the decedent's individual estate, may ...
  • § 3174.  When not required.
    (a) Corporate personal representative.--No bond shall be required of: (1) A bank and trust company or of a trust company incorporated in this Commonwealth. (2) ...
  • § 3175.  Requiring or changing amount of bond.
    The court, upon cause shown and after such notice, if any, as it shall direct, may require a surety bond, or increase or decrease the ...

  • Subchapter F. Personal Representative; Revocation of
    Letters; Removal and Discharge
  • § 3181.  Revocation of letters.
    (a) When no will.--The register may revoke letters of administration granted by him whenever it appears that the person to whom the letters were granted ...
  • § 3182.  Grounds for removal.
    The court shall have exclusive power to remove a personal representative when he: (1) is wasting or mismanaging the estate, is or is likely to ...
  • § 3183.  Procedure for and effect of removal.
    The court on its own motion may, and on the petition of any party in interest alleging adequate grounds for removal shall, order the personal ...
  • § 3184.  Discharge of personal representative and surety.
    After confirmation of his final account and distribution to the parties entitled, a personal representative and his surety may be discharged by the court from ...

  • Chapter 33. Administration and Personal Representatives
    Subchapter A. Inventory
  • § 3301.  Duty of personal representative.
    (a) General assets.--Every personal representative shall file with the register a verified inventory of all real and personal estate of the decedent, except real estate ...
  • § 3302.  Valuations.
    The personal representative shall determine and state in figures opposite each item of the inventory its fair value as of the date of the decedent's ...
  • § 3303.  Supplemental inventory.
    Whenever any property not included in the inventory comes to the knowledge of the personal representative, he shall file, within 30 days of its discovery, ...
  • § 3304.  Claims against personal representative.
    The appointment of a personal representative shall not operate as a discharge or bequest of any debt which he owes the decedent or of any ...
  • § 3305.  Objections to inventory.
    Objections to the inventory may be made by any party in interest at any time up to and including the time fixed by rule of ...

  • Subchapter B. Personal Representatives; Powers, Duties and
    Liabilities
  • § 3311.  Possession of real and personal estate; exception.
    (a) Personal representative.--A personal representative shall have the right to and shall take possession of, maintain and administer all the real and personal estate of ...
  • § 3312.  Renunciation of right to administer property.
    When any property is of no value to the estate, the court may authorize the personal representative to renounce his right to administer it. ...
  • § 3313.  Liability insurance.
    The personal representative, at the expense of the estate, may protect himself, his employees and the beneficiaries by insurance from liability to third persons arising ...
  • § 3314.  Continuation of business.
    The court, aided by the report of a master if necessary, may authorize the personal representative to continue any business of the estate for the ...
  • § 3315.  Incorporation of estate's business.
    After notice to all parties in interest, aided by the report of a master if necessary, the court, unless restricted by the terms of the ...
  • § 3316.  Investment of funds.
    Subject to his duty to liquidate the estate for prompt distribution and to the provisions of the will, if any, the personal representative may invest ...
  • § 3316.1. Set-aside.
  • § 3317.  Claims against co-fiduciary.
    When one of two or more personal representatives shall be individually liable to the estate, the other or others shall take any legal action against ...
  • § 3318.  Revival of judgments against personal representative.
    When the estate holds a judgment which is a lien on the real estate of the personal representative, any party in interest may suggest his ...
  • § 3319.  Power of attorney; delegation of power over subscription rights and fractional shares; authorized delegations.
    § 3319. Power of attorney; delegation of power over subscription rights and fractional shares; authorized delegations. (a) Power of attorney.--A personal representative may convey real ...
  • § 3320.  Voting stock by proxy.
    The personal representatives or a majority of them, either in person or by proxy, may vote stock owned by the estate. Cross References. Section 3320 ...
  • § 3321.  Nominee registration; corporate fiduciary as agent; deposit of securities in a clearing corporation; book-entry securities.
    § 3321. Nominee registration; corporate fiduciary as agent; deposit of securities in a clearing corporation; book-entry securities. (a) Corporate personal representative.--A bank and trust company ...
  • § 3322.  Acceptance of deed in lieu of foreclosure.
    The personal representative may take for the estate from the owner of property encumbered by a mortgage owned by the estate, a deed in lieu ...
  • § 3323.  Compromise of controversies.
    (a) In general.--Whenever it shall be proposed to compromise or settle any claim, whether in suit or not, by or against an estate, or to ...
  • § 3324.  Death or incapacity of fiduciary.
    The personal representative of the estate of a deceased fiduciary or the guardian of an adjudged incapacitated fiduciary by reason of his position shall not ...
  • § 3325.  Administrator C.T.A.
    An administrator with the will annexed shall have all the powers given by the will to the executor, unless otherwise provided by the will. When ...
  • § 3326.  Administrator D.B.N. and D.B.N.C.T.A.
    An administrator de bonis non, with or without a will annexed, shall have the power to recover the assets of the estate from his predecessor ...
  • § 3327.  Surviving or remaining personal representatives.
    Surviving or remaining personal representatives shall have all the powers of the original personal representatives, unless otherwise provided by the governing instrument. Cross References. Section ...
  • § 3328.  Disagreement of personal representatives.
    (a) Decision of majority.--If a dispute shall arise among personal representatives, the decision of the majority shall control unless otherwise provided by the governing instrument, ...
  • § 3329.  Effect of revocation of letters, probate of will, later will or codicil.
    § 3329. Effect of revocation of letters, probate of will, later will or codicil. No act of administration performed by a personal representative in good ...
  • § 3330.  Notice of devise or bequest to corporation or association.
    § 3330. Notice of devise or bequest to corporation or association. A personal representative to whom original letters are granted shall send a written notice, ...
  • § 3331.  Liability of personal representative on contracts.
    Unless he expressly contracts otherwise, in writing, a personal representative shall not be personally liable on any written contract which is within his authority as ...
  • § 3332.  Inherent powers and duties.
    Except as otherwise provided in this title, nothing in this title shall be construed to limit the inherent powers and duties of a personal representative. ...

  • Subchapter C. Sales, Pledges, Mortgages, Leases,
    Options and Exchanges
  • § 3351.  Power to sell.
    Except as otherwise provided by the will, if any, the personal representative may sell, at public or private sale, any personal property whether specifically bequeathed ...
  • § 3352.  Power to lease.
    Except as otherwise provided by the will, if any, the personal representative may lease any real or personal property which he is entitled to possess. ...
  • § 3353.  Order of court.
    When the personal representative is not authorized to do so by this title or is denied the power to do so by the governing instrument, ...
  • § 3354.  Power given in governing instrument.
    A testamentary power given in the governing instrument to sell, unless expressly restricted, shall include the power to sell at public or private sale or ...
  • § 3355.  Restraint of sale.
    The court, on its own motion or upon application of any party in interest, in its discretion, may restrain a personal representative from making any ...
  • § 3356.  Purchase by personal representative.
    In addition to any right conferred by a governing instrument, if any, the personal representative, in his individual capacity, may bid for, purchase, take a ...
  • § 3357.  Title of purchaser.
    (a) General rule.--If the personal representative has given such bond, if any, as shall be required in accordance with this title, any sale, mortgage, or ...
  • § 3358.  Collateral attack.
    No decree entered pursuant to this title shall be subject to collateral attack on account of any irregularity if the court which entered it had ...
  • § 3359.  Record of proceedings; county where real estate lies.
    Certified copies of proceedings of any court of the Commonwealth relating to or affecting real estate may be recorded in the office for the recording ...
  • § 3360.  Contracts, inadequacy of consideration or better offer; brokers' commissions.
    § 3360. Contracts, inadequacy of consideration or better offer; brokers' commissions. (a) Inadequacy of consideration or better offer.--When a personal representative shall make a contract ...

  • Subchapter D. Abatement, Survival and Control of Actions
  • § 3371.  Actions which survive.
    All causes of action or proceedings shall survive as provided by 42 Pa.C.S. § 8302 (relating to survival action). (Apr. 28, 1978, P.L.202, No.53, eff. ...
  • § 3372.  Substitution of personal representative in pending action or proceedings.
    § 3372. Substitution of personal representative in pending action or proceedings. Substitution of the personal representative of a deceased party to a pending action or ...
  • § 3373.  Action by or against personal representative.
    An action or proceeding to enforce any right or liability which survives a decedent may be brought by or against his personal representative alone or ...
  • § 3374.  Death or removal of fiduciary.
    An action or proceeding to which a fiduciary is a party is not abated by his death or resignation or by the termination of his ...
  • § 3375.  Abatement of action for failure to take out letters.
    If a plaintiff or petitioner in any action or proceeding now pending or hereafter brought dies and a personal representative is not appointed within one ...
  • § 3376.  Limitations against debt due estate.
    Any statute of limitation which would bar any debt or liability owed the estate of a decedent within one year after the decedent's death shall ...
  • § 3377.  Execution on judgments.
    (a) When prohibited.--No execution shall issue against, nor shall any levy be made upon, any real or personal property of the estate of a decedent ...

  • Subchapter E. Claims; Charges; Rights of Creditors
  • § 3381.  Liens and charges existing at death not impaired.
    Nothing in this title shall be construed as impairing any lien or charge on real or personal estate of the decedent which existed at his ...
  • § 3382.  Judgments which are liens at death.
    Any judgment which at the decedent's death was a lien on real estate then owned by him or on real estate which he had conveyed ...
  • § 3383.  Statutes of limitations; claims not barred at death.
    The death of a person shall not stop the running of the statute of limitations applicable to any claim against him, but a claim which ...
  • § 3384.  Notice of claim.
    (a) Written notice.--Written notice of any claim against a decedent given to the personal representative or his attorney of record before the claim is barred ...
  • § 3384.1. Notice after settlor of revocable trust has died.
  • § 3385.  Limitation upon claims.
    All claims against the decedent, subject only to the provisions of section 3381 (relating to liens and charges existing at death not impaired) and section ...
  • § 3386.  Failure to present claim at audit.
    If any claimant whose claim is not reported to the court by the personal representative as an admitted claim shall fail to present it at ...
  • § 3387.  Claims not due; certain to become due.
    Upon satisfactory proof or admission of a claim which is not due but certain to become due, the court may provide for payment by one ...
  • § 3388.  Claims not certain to become due.
    Upon satisfactory proof or admission of a claim which may or may not become due at a future time, the court may provide for payment ...
  • § 3389.  Claims subject to litigation in other courts.
    When any claim not proved in the orphans' court division is being litigated in any other division or court, State or Federal, having jurisdiction thereof, ...
  • § 3390.  Specific performance of contracts.
    (a) Application to court.--If any person makes a legally binding agreement to purchase or sell real or personal estate and dies before its consummation, his ...
  • § 3391.  Proceeding against personal representative.
    Any proceeding may be brought against a personal representative or the surety on his bond in the county where his letters have been granted, and ...
  • § 3392.  Classification and order of payment.
    If the applicable assets of the estate are insufficient to pay all proper charges and claims in full, the personal representative, subject to any preference ...
  • § 3393.  Notice to Commonwealth and political subdivisions.
    When the Commonwealth or a political subdivision thereof has a claim for maintaining in an institution a person who has died in the institution, the ...

  • Chapter 35. Accounts and Distribution
    Subchapter A. Accounts
  • § 3501.  Accounting required (Repealed).
    CHAPTER 35 ACCOUNTS AND DISTRIBUTION Subchapter A. Accounts B. Audits C. Review D. Distribution E. Rights of Distributees F. Legacies, Annuities, and Other Charges Enactment. ...
  • § 3501.1. Accounting by personal representative.
    § 3501.2. Annexation of account of terminated trust,
    guardianship or agency.

  • § 3502.  Where filed.
    The account of the personal representative shall be filed in the office of the clerk. (Oct. 12, 1984, P.L.929, No.182, eff. imd.) 1984 Amendment. Section ...
  • § 3503.  Notice to parties in interest.
    The personal representative shall give written notice of the filing of his account and of its call for audit or confirmation to every person known ...
  • § 3504.  Representation of parties in interest (Repealed).
    § 3504. Representation of parties in interest (Repealed). 1999 Repeal Note. Section 3504 was repealed October 12, 1999, P.L.422, No.39, effective in 60 days. ...

  • Subchapter B. Audits
  • § 3511.  Audits in counties having separate orphans' court division.
    SUBCHAPTER B AUDITS Sec. 3511. Audits in counties having separate orphans' court division. 3512. Audits in counties having no separate orphans' court division. 3513. Statement ...
  • § 3512.  Audits in counties having no separate orphans' court division.
    § 3512. Audits in counties having no separate orphans' court division. In any county having no separate orphans' court division, the account of a personal ...
  • § 3513.  Statement of proposed distribution.
    A personal representative filing an account shall file a statement of proposed distribution or a request that distribution be determined by the court or by ...
  • § 3514.  Confirmation of account and approval of proposed distribution.
    § 3514. Confirmation of account and approval of proposed distribution. No account shall be confirmed, or statement of proposed distribution approved, until an adjudication or ...

  • Subchapter C. Review
  • § 3521.  Rehearing; relief granted.
    If any party in interest shall, within five years after the final confirmation of any account of a personal representative, file a petition to review ...

  • Subchapter D. Distribution
  • § 3531.  Estates not exceeding $25,000.
    SUBCHAPTER D DISTRIBUTION Sec. 3531. Estates not exceeding $25,000. 3532. At risk of personal representative. 3533. Award upon final confirmation of account. 3534. Distribution in ...
  • § 3532.  At risk of personal representative.
    (a) Rights of claimants against personal representatives.--A personal representative, at his own risk and without the filing, audit or confirmation of his account, may distribute ...
  • § 3533.  Award upon final confirmation of account.
    A personal representative shall be relieved of liability with respect to all real and personal estate distributed in conformity with a decree of court or ...
  • § 3534.  Distribution in kind.
    The court, for cause shown, may order the estate to be distributed in kind to the parties in interest, including fiduciaries. In such case, when ...
  • § 3534.1. Cost of distribution of tangible personal property.
  • § 3535.  Delivery of possession of real estate.
    Upon application of any party in interest and after such notice as the court shall direct, the court may order the personal representative to deliver ...
  • § 3536.  Recording and registering decrees awarding real estate.
    A certified copy of every adjudication or decree awarding real estate or an appropriate excerpt from either of them shall be recorded, at the expense ...
  • § 3537.  Compensation.
    The court shall allow such compensation to the personal representative as shall in the circumstances be reasonable and just, and may calculate such compensation on ...
  • § 3538.  Distributions involving persons born out of wedlock.
    A personal representative may administer an estate on the assumption that no person born out of wedlock is entitled to share as a distributee unless ...
  • § 3539.  Change in law after pattern of distribution established.
    § 3539. Change in law after pattern of distribution established. A personal representative shall have no liability for continued distribution of real or personal property ...
  • § 3540.  Absentee and additional distributees.
    (a) Distributions due absentees.-- (1) If the continued existence or whereabouts of an heir, devisee or legatee who once existed cannot be ascertained at the ...

  • Subchapter E. Rights of Distributees
  • § 3541.  Order of abatement.
    (a) General rules.--Except as otherwise provided by the will, if the assets are insufficient to pay all claimants and distributees in full, the shares of ...
  • § 3542.  Contribution.
    The court may make orders of contribution among legatees or devisees to accomplish an abatement in accordance with the provisions of section 3541 (relating to ...
  • § 3543.  Income on distributive shares.
    (a) Pecuniary legacy.--A pecuniary legacy bequeathed in trust shall be entitled to income at the rate of 5% per annum from the death of the ...
  • § 3544.  Liability of personal representative for interest.
    A personal representative who has committed a breach of duty with respect to estate assets shall, in the discretion of the court, be liable for ...
  • § 3545.  Transcripts of balances due by personal representative.
    (a) Filing in common pleas.--The prothonotary of any court of common pleas shall, on demand of any party in interest, file and docket a certified ...
  • § 3546.  Determination of title to decedent's interest in real estate.
    § 3546. Determination of title to decedent's interest in real estate. When a person shall die leaving an interest in real estate within the Commonwealth ...

  • Subchapter F. Legacies, Annuities, and Other Charges
  • § 3551.  Enforcement of payment.
    When a sum of money is charged upon real or personal property by will, inter vivos trust or decree, and has become payable, the court ...
  • § 3552.  Discharge of portion of property from charges payable in the future.
    § 3552. Discharge of portion of property from charges payable in the future. When a sum of money is charged upon real or personal property ...
  • § 3553.  Discharge of property from lien of charge.
    (a) Payment into court.--When real or personal property by will, inter vivos trust or decree is subject to a charge which has become payable, the ...
  • § 3554.  Presumption of payment, release or extinguishment.
    (a) Lapse of 20 years.--When: (1) for 20 years after the same or any part thereof becomes due, no payment has been made on account ...

  • Chapter 37. Apportionment of Death Taxes
  • § 3701.  Power of decedent.
    A testator, settlor, donor or possessor of any appropriate power of appointment may direct how the Federal estate tax or the Federal generation-skipping transfer tax ...
  • § 3702.  Equitable apportionment of Federal estate tax.
    (a) General rule.--Subject to the provisions of section 3701 (relating to power of decedent), the Federal estate tax shall be apportioned equitably among all parties ...
  • § 3703.  Apportionment of Pennsylvania inheritance tax.
    The Pennsylvania inheritance tax shall be apportioned as provided in Article XXI of the act of March 4, 1971 (P.L.6, No.2), known as the Tax ...
  • § 3704.  Apportionment of Pennsylvania estate tax.
    The Pennsylvania estate tax shall be apportioned in the same manner as the Federal estate tax. ...
  • § 3705.  Apportionment of Federal generation-skipping tax.
    Subject to the provisions of section 3701 (relating to power of decedent), the Federal generation-skipping tax shall be apportioned as provided by Federal law and, ...
  • § 3706.  Enforcement of contribution or exoneration of Federal estate tax.
    § 3706. Enforcement of contribution or exoneration of Federal estate tax. (a) Duty to pay.--Parties liable for apportionment of the Federal estate tax, whether residents ...

  • Chapter 41. Foreign Fiduciaries
    Subchapter A. Powers and Duties
  • § 4101.  In general.
    A foreign fiduciary may institute proceedings in the Commonwealth, subject to the conditions and limitations imposed on nonresident suitors generally, and may exercise all the ...
  • § 4102.  Powers with respect to securities and bank accounts.
    (a) Securities.--When there is no administration in the Commonwealth, a foreign fiduciary, upon submission of a certificate of his appointment, shall have all of the ...
  • § 4103.  Service of process (Repealed).
    § 4103. Service of process (Repealed). 1978 Repeal Note. Section 4103 was repealed April 28, 1978, P.L.202, No.53, effective in 60 days. ...
  • § 4104.  Proof of authority in court proceedings.
    Upon commencing any proceeding in any court of the Commonwealth, the foreign fiduciary, in addition to the requirements of section 4101 (relating to in general), ...
  • § 4105.  Effect of local proceedings.
    No person who, before receiving actual notice of local administration or of application therefor, has changed his position by relying on the powers granted to ...

  • Subchapter B. Distributions to Foreign Fiduciaries
  • § 4111.  To foreign personal representative.
    When a share of an estate administered in the Commonwealth is distributable to a deceased nonresident creditor or other distributee, the court may award it ...
  • § 4112.  To foreign trustee, guardian or committee.
    When a share of an estate administered in the Commonwealth is distributable to a nonresident minor, a trustee subject to the jurisdiction of a foreign ...

  • Subchapter C. Transfer of Administration
  • § 4121.  Award to foreign guardian when minor or incapacitated person becomes a nonresident.
    SUBCHAPTER C TRANSFER OF ADMINISTRATION Sec. 4121. Award to foreign guardian when minor or incapacitated person becomes a nonresident. § 4121. Award to foreign guardian ...

  • Chapter 43. Temporary Fiduciaries
  • § 4301.  Appointment of temporary fiduciary.
    Whenever and for so long as any fiduciary is in military service, in other government service, in a position of conflicting interest or in any ...
  • § 4302.  Petition for relief; joinder of parties; notice.
    The relief authorized by section 4301 (relating to appointment of temporary fiduciary) may be granted upon petition of any party in interest, including the fiduciary ...
  • § 4303.  Security by substituted fiduciaries; duties and responsibilities.
    § 4303. Security by substituted fiduciaries; duties and responsibilities. Any substituted fiduciary pro tem appointed under the provisions of section 4301 (relating to appointment of ...
  • § 4304.  Duration of decree; impeachment of acts.
    Any decree entered pursuant to the provisions of section 4301 (relating to appointment of temporary fiduciary) shall remain in force for the period specified in ...
  • § 4305.  Fiduciaries temporarily relieved of duties and liabilities.
    § 4305. Fiduciaries temporarily relieved of duties and liabilities. So long as any decree entered pursuant to the provisions of section 4301 (relating to appointment ...
  • § 4306.  Power to control, remove, discharge and settle accounts.
    § 4306. Power to control, remove, discharge and settle accounts. The court appointing a substituted fiduciary pro tem under the provisions of section 4301 (relating ...

  • Chapter 45. Sureties
    Subchapter A. Rights in Administration
  • § 4501.  Agreement concerning deposit of assets.
    A fiduciary may agree with his surety for the deposit of any or all moneys or other assets of the estate with a bank or ...
  • § 4502.  Notice.
    Except as otherwise provided by contract, the surety of every fiduciary shall be entitled to written notice by the fiduciary of all accountings and of ...
  • § 4503.  Participation in administration.
    The surety of a fiduciary may intervene in any proceeding which may affect the liability of the fiduciary and shall have the right to except ...
  • § 4504.  Information from fiduciary; accounting.
    Upon the application of his surety, every fiduciary shall make available to him his complete files and records relating to the administration of the estate. ...
  • § 4505.  Release of surety before discharge of fiduciary.
    For good cause, the court, upon the petition of any surety of a fiduciary, may order the surety's release and require the fiduciary to procure ...

  • Subchapter B. Enforcement of Bond
  • § 4521.  Suits on bonds.
    Any bond of a fiduciary shall be in the name of the Commonwealth for the use of those interested in the estate. Suit may be ...
  • § 4522.  Service of process on nonresident surety (Repealed).
    § 4522. Service of process on nonresident surety (Repealed). 1978 Repeal Note. Section 4522 was repealed April 28, 1978, P.L.202, No.53, effective in 60 days. ...

  • Chapter 51. Minors
    Subchapter A. Small Estates
  • § 5101.  When guardian unnecessary.
    When the entire real and personal estate, wherever located of a resident or nonresident minor has a net value of $25,000 or less, all or ...
  • § 5102.  Power of natural guardian.
    The court may authorize or direct the parent, person, or institution maintaining the minor to execute as natural guardian, any receipt, deed, mortgage, or other ...
  • § 5103.  Sequestered deposit.
    Without the appointment of a guardian, any amount in cash of a resident or nonresident minor may be ordered by the court to be deposited ...

  • Subchapter B. Appointment of Guardian
  • § 5111.  County of appointment.
    (a) Resident minor.--A guardian of the person or of the estate of a minor may be appointed by the court of the county in which ...
  • § 5112.  Persons not qualified to be appointed by the court.
    The court shall not appoint as guardian of the estate of a minor any person who is: (1) Under 18 years of age. (2) A ...
  • § 5113.  Persons preferred in appointment.
    A person of the same religious persuasion as the parents of the minor shall be preferred as guardian of his person. A person nominated by ...
  • § 5114.  Service of process on nonresident guardian (Repealed).
    § 5114. Service of process on nonresident guardian (Repealed). 1978 Repeal Note. Section 5114 was repealed April 28, 1978, P.L.202, No.53, effective in 60 days. ...
  • § 5115.  Appointment of guardian in conveyance.
    Any person, who makes a deed or gift inter vivos or exercises a right under an insurance or annuity policy to designate the beneficiary to ...
  • § 5116.  Orphan beneficiaries, charitable uses or trusts; administration, cities of first class.
    § 5116. Orphan beneficiaries, charitable uses or trusts; administration, cities of first class. Whenever any city of the first class of this Commonwealth shall be ...

  • Subchapter C. Bond
  • § 5121.  Necessity, form and amount.
    Except as hereinafter provided, every guardian of the estate of a minor shall execute and file a bond which shall be in the name of ...
  • § 5122.  When bond not required.
    (a) Guardian named in conveyance.--No bond shall be required of a guardian appointed by or in accordance with the terms of a will, inter vivos ...
  • § 5123.  Requiring or changing amount of bond.
    The court, for cause shown, and after such notice, if any, as it shall direct, may require a surety bond, or increase or decrease the ...

  • Subchapter D. Removal and Discharge
  • § 5131.  Grounds and procedure.
    The grounds and the procedure for the removal or discharge of a guardian and his surety and the effect of such removal or discharge shall ...

  • Subchapter E. Powers, Duties and Liabilities; in General
  • § 5141.  Possession of real and personal property.
    The guardian of the estate of a minor appointed by the court until it is distributed or sold shall have the right to, and shall ...
  • § 5142.  Inventory.
    Every guardian, within three months after real or personal estate of his ward comes into his possession, shall verify by oath and file with the ...
  • § 5143.  Abandonment of property.
    When any property is so burdensome or is so encumbered or is in such condition that it is of no value to the estate, the ...
  • § 5144.  Powers, duties and liabilities identical with personal representatives.
    § 5144. Powers, duties and liabilities identical with personal representatives. The provisions concerning the powers, duties and liabilities of a guardian appointed by the court ...
  • § 5145.  Investments.
    Subject only to the provisions of a governing instrument, if any, a guardian may accept, hold, invest in and retain investments as provided by Chapter ...
  • § 5146.  Guardian named in conveyance.
    (a) In general.--The powers, duties and liabilities of a guardian not appointed by the court as to property of the minor to which his appointment ...
  • § 5147.  Proceedings against guardian.
    Any proceeding may be brought against a guardian or the surety on his bond in the court having jurisdiction of the estate, and if he ...

  • Subchapter F. Sales, Pledges, Mortgages, Leases, Options
    and Exchanges
  • § 5151.  Power to sell personal property.
    A guardian appointed by the court may sell, at public or private sale, any personal property of the minor. Cross References. Section 5151 is referred ...
  • § 5152.  Power to lease.
    A guardian appointed by the court may lease any real or personal property of the minor. Unless a longer term is approved by the court, ...
  • § 5153.  Provisions identical to other estates.
    The provisions concerning guardians and minors' estates shall be the same as those set forth in the following provisions of this title for personal representatives ...
  • § 5154.  Title of purchaser.
    If the guardian has given the bond, if any, required in accordance with this title, any sale, pledge, mortgage, or exchange by him, whether pursuant ...
  • § 5155.  Order of court.
    Whenever the court finds it to be for the best interests of the minor, a guardian may, for any purpose of administration or distribution, and ...

  • Subchapter G. Accounts, Audits, Reviews, Distribution
  • § 5161.  When accounting filed.
    A guardian shall file an account of his administration whenever directed to do so by the court or may file an account at the termination ...
  • § 5162.  Where accounts filed.
    All accounts of guardians shall be filed in the office of the clerk. ...
  • § 5163.  Notice, audits, reviews and distribution.
    The provisions concerning accounts, audits, reviews, distribution and rights of distributees in a minor's estate shall be the same as those set forth in the ...
  • § 5163.1. Distribution to personal representative (Repealed).
  • § 5164.  Distributions for support and education.
    All income received by a guardian of the estate of a minor, including, subject to the requirements of Federal law relating thereto, all funds received ...
  • § 5165.  Notice to guardian or guardian ad litem.
    The guardian of the estate of a minor shall be given notice of proceedings affecting the interest of his ward in any property to which ...
  • § 5166.  Death of minor.
    Upon the audit of the account of the guardian of a person who has died during minority, the auditing judge or auditor passing on the ...
  • § 5167.  Failure to present claim at audit.
    (a) In general.--Any person who at the audit of a guardian's account has a claim which arose out of the administration of the estate of ...

  • Chapter 53. Pennsylvania Uniform Transfers to Minors Act
  • § 5301.  Short title of chapter and definitions.
    (a) Short title of chapter.--This chapter shall be known and may be cited as the Pennsylvania Uniform Transfers to Minors Act. (b) Definitions.--The following words ...
  • § 5302.  Scope and jurisdiction.
    (a) Application of chapter.--This chapter applies to a transfer that refers to this chapter in the designation under section 5309(a) (relating to manner of creating ...
  • § 5303.  Nomination of custodian.
    (a) General rule.--A person having the right to designate the recipient of property transferable upon the occurrence of a future event may revocably nominate a ...
  • § 5304.  Transfer by gift or exercise of power of appointment.
    A person may make a transfer by irrevocable gift to, or the irrevocable exercise of a power of appointment in favor of, a custodian for ...
  • § 5305.  Transfer authorized by will or trust.
    (a) General rule.--A personal representative or trustee may make an irrevocable transfer pursuant to section 5309 (relating to manner of creating custodial property and effecting ...
  • § 5306.  Other transfer by fiduciary.
    (a) Irrevocable transfer by personal representative or trustee.--Subject to subsection (c), a personal representative or trustee may make an irrevocable transfer to another adult or ...
  • § 5307.  Transfer by obligor.
    (a) Irrevocable transfer for benefit of minor.--Subject to subsections (b) and (c), a person not subject to section 5305 (relating to transfer authorized by will ...
  • § 5308.  Receipt for custodial property.
    A written acknowledgment of delivery by a custodian constitutes a sufficient receipt and discharge for custodial property transferred to the custodian pursuant to this chapter. ...
  • § 5309.  Manner of creating custodial property and effecting transfer.
    § 5309. Manner of creating custodial property and effecting transfer. (a) Creation of custodial property.--Custodial property is created and a transfer is made whenever: (1) ...
  • § 5310.  Single custodianship.
    A transfer may be made only for one minor, and only one person may be the custodian. All custodial property held under this chapter by ...
  • § 5311.  Validity and effect of transfer.
    (a) Validity of transfer.--The validity of a transfer made in a manner prescribed in this chapter is not affected by: (1) failure of the transferor ...
  • § 5312.  Care of custodial property.
    (a) Duties of custodian.--A custodian shall: (1) Take control of custodial property. (2) Register or record title to custodial property if appropriate. (3) Collect, hold, ...
  • § 5313.  Powers of custodian.
    (a) General rule.--A custodian, acting in a custodial capacity, has all the rights, powers and authority over custodial property that unmarried adult owners have over ...
  • § 5314.  Use of custodial property.
    (a) Without court order.--A custodian may deliver or pay to the minor or expend for the minor's benefit so much of the custodial property as ...
  • § 5315.  Expenses, compensation and bond of custodian.
    (a) Expenses.--A custodian is entitled to reimbursement from custodial property for reasonable expenses incurred in the performance of the custodian's duties. (b) Compensation.--Except for one ...
  • § 5316.  Exemption of third person from liability.
    A third person in good faith and without court order may act on the instructions of or otherwise deal with any person purporting to make ...
  • § 5317.  Liability to third persons.
    (a) Claim against custodial property.--Any claim based on the following may be asserted against the custodial property by proceeding against the custodian in the custodial ...
  • § 5318.  Renunciation, resignation, death or removal of custodian.
    § 5318. Renunciation, resignation, death or removal of custodian. (a) Renunciation.--A person nominated under section 5303 (relating to nomination of custodian) or designated under section ...
  • § 5319.  Accounting by and determination of liability of custodian.
    § 5319. Accounting by and determination of liability of custodian. (a) Petition.--A minor who has attained 14 years of age, the minor's guardian of the ...
  • § 5320.  Termination of custodianship.
    The custodian shall transfer in an appropriate manner the custodial property to the minor or the minor's estate upon the earlier of: (1) the minor's ...
  • § 5321.  Delay in transfer of custodial property after minor attains age 21.
    § 5321. Delay in transfer of custodial property after minor attains age 21. (a) General rule.--Subject to the requirements and limitations of this section, the ...

  • Chapter 54. Advance Directive for Health Care (Deleted by
    amendment)
    § 5401 - § 5416 (Deleted by amendment).
    Chapter 54. Health Care
    Subchapter A. General Provisions
  • § 5421.  Applicability.
    (a) General rule.--This chapter applies to advance health care directives and out-of-hospital nonresuscitation orders. (b) Preservation of existing rights.--The provisions of this chapter shall not ...
  • § 5422.  Definitions.
    The following words and phrases when used in this chapter shall have the meanings given to them in this section unless the context clearly indicates ...
  • § 5423.  Legislative findings and intent.
    (a) Intent.--This chapter provides a statutory means for competent adults to control their health care through instructions written in advance or by health care agents ...
  • § 5424.  Compliance.
    (a) Notification by attending physician or health care provider.--If an attending physician or other health care provider cannot in good conscience comply with a living ...
  • § 5425.  Conflicting advance health care directives.
    If a provision of an advance health care directive conflicts with a provision of another advance health care directive, the provision of the instrument latest ...
  • § 5426.  Death not suicide or homicide.
    The withholding or withdrawal of life-sustaining treatment from a principal or patient resulting in death, in accordance with the provisions of this chapter, shall not, ...
  • § 5427.  Life insurance.
    The making of or failure to make an advance health care directive, to request an order or to designate or disqualify a health care representative ...
  • § 5428.  Health care instruments optional.
    A health care provider, a health care service plan, a health maintenance organization, an insurer issuing disability insurance, a self-insured employee welfare benefit plan, a ...
  • § 5429.  Pregnancy.
    (a) Living wills and health care decisions.--Notwithstanding the existence of a living will, a health care decision by a health care representative or health care ...
  • § 5430.  Effect of divorce.
    (a) General rule.--If the spouse of a principal is designated as the principal's health care agent and thereafter either spouse files an action in divorce, ...
  • § 5431.  Liability.
    (a) General rule.--A health care provider or another person may not be subject to criminal or civil liability, discipline for unprofessional conduct or administrative sanctions ...
  • § 5432.  Criminal penalties.
    (a) Criminal homicide.--A person shall be subject to prosecution for criminal homicide as provided in 18 Pa.C.S. Ch. 25 (relating to criminal homicide) if the ...
  • § 5433.  Forms.
    (a) Substance of forms.-- (1) An advance health care directive may be in the form provided under Subchapter D (relating to combined form) or in ...
  • § 5434.  Construction.
    Nothing in this chapter shall be construed as requiring a health care provider to maintain copies of medical records beyond the requirements otherwise imposed by ...

  • Subchapter B. Living Wills
  • § 5441.  Short title of subchapter.
    This subchapter shall be known and may be cited as the Living Will Act. ...
  • § 5442.  Execution.
    (a) Who may make.--An individual of sound mind may make a living will governing the initiation, continuation, withholding or withdrawal of life-sustaining treatment if the ...
  • § 5443.  When living will operative.
    (a) When operative.--A living will becomes operative when: (1) a copy is provided to the attending physician; and (2) the principal is determined by the ...
  • § 5444.  Revocation.
    (a) When living will may be revoked.--A living will may be revoked at any time and in any manner by the principal regardless of the ...
  • § 5445.  Emergency medical services.
    (a) General rule.--An emergency medical services provider shall, in the course of providing care to a principal, at all times comply with the instructions of ...
  • § 5446.  Validity.
    (a) Living will executed prior to effective date of subchapter.--This subchapter does not limit the validity of a living will executed prior to the effective ...
  • § 5447.  Form.
    A living will may be in any written form expressing the wishes of a principal regarding the initiation, continuation, withholding or withdrawal of life-sustaining treatment ...

  • Subchapter C. Health Care Agents and Representatives
  • § 5451.  Short title of subchapter.
    This subchapter shall be known and may be cited as the Health Care Agents and Representatives Act. ...
  • § 5452.  Execution.
    (a) Who may make.--An individual of sound mind may make a health care power of attorney if the individual: (1) is 18 years of age ...
  • § 5453.  Requirements and options.
    (a) General rule.--A health care power of attorney shall: (1) Identify the principal and appoint the health care agent. (2) Declare that the principal authorizes ...
  • § 5454.  When health care power of attorney operative.
    (a) When operative.--Unless otherwise specified in the health care power of attorney, a health care power of attorney becomes operative when: (1) a copy is ...
  • § 5455.  Appointment of health care agents.
    (a) Multiple and successor health care agents.--A principal may appoint the following in a health care power of attorney: (1) More than one health care ...
  • § 5456.  Authority of health care agent.
    (a) Extent of authority.--Except as expressly provided otherwise in a health care power of attorney and subject to subsection (b) and section 5460 (relating to ...
  • § 5457.  Countermand.
    (a) Competent principal.--A principal of sound mind may countermand any health care decision made by the principal's health care agent at any time and in ...
  • § 5458.  Amendment.
    While of sound mind, a principal may amend a health care power of attorney by a writing executed in accordance with the provisions of section ...
  • § 5459.  Revocation.
    (a) When health care power of attorney may be revoked.-- While of sound mind, a principal may revoke a health care power of attorney by ...
  • § 5460.  Relation of health care agent to court-appointed guardian and other agents.
    § 5460. Relation of health care agent to court-appointed guardian and other agents. (a) Accountability of health care agent.--If a principal who has executed a ...
  • § 5461.  Decisions by health care representative.
    (a) General rule.--A health care representative may make a health care decision for an individual whose attending physician has determined that the individual is incompetent ...
  • § 5462.  Duties of attending physician and health care provider.
    (a) Duty to certify end-stage medical condition.--Promptly after a determination that a principal has an end-stage medical condition or is permanently unconscious, the attending physician ...
  • § 5463.  Effect on other State law.
    (a) Mental health.--This subchapter does not affect the requirements of other laws of this Commonwealth regarding consent to observation, diagnosis, treatment or hospitalization for a ...
  • § 5464.  Validity.
    This subchapter does not limit the validity of a power of attorney executed prior to the effective date of this subchapter. A health care power ...
  • § 5465.  Form.
    A health care power of attorney may be in any written form identifying the principal, appointing a health care agent and declaring that the principal ...

  • Subchapter D. Combined Form
  • § 5471.  Example.
    The following is an example of a document that combines a living will and health care power of attorney: DURABLE HEALTH CARE POWER OF ATTORNEY ...

  • Subchapter E. Out-of-Hospital Nonresuscitation
  • § 5481.  Short title of subchapter.
    This subchapter shall be known and may be cited as the Out- of-Hospital Nonresuscitation Act. ...
  • § 5482.  Legislative findings and intent.
    The General Assembly finds and declares as follows: (1) Although cardiopulmonary resuscitation has saved the lives of individuals about to experience sudden, unexpected death, present ...
  • § 5483.  Definitions.
    The following words and phrases when used in this subchapter shall have the meanings given to them in this section unless the context clearly indicates ...
  • § 5484.  Orders, bracelets and necklaces.
    (a) Issuance.--An attending physician, upon the request of a patient who is at least 18 years of age, has graduated from high school, has married ...
  • § 5485.  Revocation.
    (a) Patient.--If a patient has obtained an order, only the patient may revoke the patient's DNR status. (b) Surrogate.--If a surrogate has obtained an order, ...
  • § 5486.  Absence of order, bracelet or necklace.
    If an order has not been issued by an attending physician, a presumption does not arise as to the intent of the individual to consent ...
  • § 5487.  Emergency medical services.
    (a) Medical command instructions.--Notwithstanding the absence of an order, bracelet or necklace pursuant to this section, emergency medical services providers shall at all times comply ...
  • § 5488.  Advisory committee.
    (a) Establishment.--Within 60 days of the effective date of this section, the department shall establish a committee to assist it in determining the advisability of ...

  • Chapter 54A. Out-of-Hospital Nonresuscitation (Deleted by
    amendment)
    § 54A01 - § 54A13 (Deleted by amendment).
    Chapter 55. Incapacitated Persons
    Subchapter A. General Provisions
  • § 5501.  Meaning of incapacitated person.
    "Incapacitated person" means an adult whose ability to receive and evaluate information effectively and communicate decisions in any way is impaired to such a significant ...
  • § 5502.  Purpose of chapter.
    Recognizing that every individual has unique needs and differing abilities, it is the purpose of this chapter to promote the general welfare of all citizens ...

  • Subchapter B. Small Estates
  • § 5505.  Provisions similar to small estates of minors.
    The provisions concerning small estates of incapacitated persons shall be the same as are set forth in the following provisions of this title relating to ...

  • Subchapter C. Appointment of Guardian; Bonds; Removal and
    Discharge
  • § 5511.  Petition and hearing; independent evaluation.
    (a) Resident.--The court, upon petition and hearing and upon the presentation of clear and convincing evidence, may find a person domiciled in the Commonwealth to ...
  • § 5512.  County of appointment; qualifications.
    (a) Resident incapacitated person.--A guardian of the person or estate of an incapacitated person may be appointed by the court of the county in which ...
  • § 5512.1. Determination of incapacity and appointment of
    guardian.

    § 5512.2. Review hearing.
    § 5512.3. Annual report.
  • § 5513.  Emergency guardian.
    Notwithstanding the provisions of section 5511 (relating to petition and hearing; independent evaluation), the court, upon petition and a hearing at which clear and convincing ...
  • § 5514.  To fill vacancy; co-guardian.
    The court, after such notice to parties in interest as it shall direct, may without a hearing appoint a succeeding guardian to fill a vacancy ...
  • § 5515.  Provisions similar to other estates.
    The provisions relating to a guardian of an incapacitated person and his surety shall be the same as are set forth in the following provisions ...
  • § 5516.  Fiduciary estate.
    The court, in its discretion, upon the application of any party in interest, in addition to any bond required for the incapacitated person's individual estate, ...
  • § 5517.  Adjudication of capacity and modification of existing orders.
    § 5517. Adjudication of capacity and modification of existing orders. The court, after a hearing under section 5512.2 (relating to review hearing), may order that ...
  • § 5518.  Evidence of incapacity.
    To establish incapacity, the petitioner must present testimony, in person or by deposition from individuals qualified by training and experience in evaluating individuals with incapacities ...
  • § 5518.1. Cross-examination of witnesses.
    Subchapter D. Powers, Duties and Liabilities of Guardians
  • § 5521.  Provisions concerning powers, duties and liabilities.
    (a) Duty of guardian of the person.--It shall be the duty of the guardian of the person to assert the rights and best interests of ...
  • § 5522.  Power to lease.
    A guardian may lease any real or personal property of the incapacitated person for a term not exceeding five years after its execution. (Apr. 16, ...
  • § 5523.  Collateral attack.
    No decree entered pursuant to this chapter shall be subject to collateral attack on account of any irregularity if the court which entered it had ...
  • § 5524.  Effect of determination of incapacity.
    A partially incapacitated person shall be incapable of making any contract or gift or any instrument in writing in those specific areas in which the ...
  • § 5525.  Notice to Commonwealth and political subdivisions.
    When the Commonwealth or a political subdivision thereof has a claim for maintaining an incapacitated person in an institution, the guardian, within three months of ...

  • Subchapter E. Accounts, Audits, Reviews and Distribution
  • § 5531.  When accounting filed.
    A guardian shall file an account of his administration whenever directed to do so by the court or may file an account at the termination ...
  • § 5532.  Where accounts filed.
    All accounts of guardians shall be filed in the office of the clerk. ...
  • § 5533.  Notice, audits, reviews and distribution.
    The provisions concerning accounts, audits, reviews, distribution and rights of distributees in an incapacitated person's estate shall be the same as those set forth in ...
  • § 5533.1. Account of personal representative of deceased
    incompetent (Repealed).

  • § 5534.  Recognition of claims.
    Upon the audit of the account of the guardian of a person who has died during incapacity, the auditing judge or auditor passing on the ...
  • § 5535.  Disposition of trust income.
    Except as otherwise provided by the trust instrument, the trustee of an inter vivos or testamentary trust, with the approval of the court having jurisdiction ...
  • § 5536.  Distributions of income and principal during incapacity.
    § 5536. Distributions of income and principal during incapacity. (a) In general.--All income received by a guardian of the estate of an incapacitated person, including ...
  • § 5537.  Reserve for funeral.
    (a) In general.--The court may authorize the guardian to retain such assets as are deemed appropriate for the anticipated expense of the incapacitated person's funeral, ...

  • Subchapter F. Guardianship Support
  • § 5551.  Guardianship support agencies; legislative intent.
    The General Assembly finds that there is a need for agencies to provide services, as an alternative to guardianship, to individuals whose decision-making ability is ...
  • § 5552.  Services to individuals whose decision-making ability is impaired.
    § 5552. Services to individuals whose decision-making ability is impaired. Guardianship support agencies shall provide guardianship services under this chapter. Such services shall include, but ...
  • § 5553.  Guardianship services.
    (a) In general.--The guardianship support agency shall be available to serve as guardian of the estate or of the person, or both, of an incapacitated ...
  • § 5554.  Services to courts, guardians and others.
    (a) Services to courts.--Guardianship support agencies may be available to assist courts on request with reviewing petitions for appointment of a guardian, recommending alternatives to ...
  • § 5555.  Costs and compensation.
    Recipients of service shall be charged for services based on their ability to pay. Guardianship support agencies shall make every effort to minimize costs, including ...

  • Chapter 56. Powers of Attorney
  • § 5601.  General provisions.
    (a) General rule.--In addition to all other powers that may be delegated to an agent, any or all of the powers referred to in section ...
  • § 5601.1. Powers of attorney presumed durable.
    § 5601.2. Special rules for gifts.
  • § 5602.  Form of power of attorney.
    (a) Specification of powers.--A principal may, by inclusion of the language quoted in any of the following paragraphs or by inclusion of other language showing ...
  • § 5603.  Implementation of power of attorney.
    (a) Power to make limited gifts.-- (1) (Deleted by amendment). (2) A power "to make limited gifts" shall mean that the agent may make only ...
  • § 5604.  Durable powers of attorney.
    (a) Definition.--A durable power of attorney is a power of attorney by which a principal designates another his agent in writing. The authority conferred shall ...
  • § 5605.  Power of attorney not revoked until notice.
    (a) Death of principal.--The death of a principal who has executed a written power of attorney, durable or otherwise, shall not revoke or terminate the ...
  • § 5606.  Proof of continuance of powers of attorney by affidavit.
    § 5606. Proof of continuance of powers of attorney by affidavit. As to acts undertaken in good faith reliance thereon, an affidavit executed by the ...
  • § 5607.  Corporate agent.
    A bank and trust company or a trust company authorized to act as a fiduciary in this Commonwealth and acting as an agent pursuant to ...
  • § 5608.  Liability.
    (a) Third party liability.--Any person who is given instructions by an agent in accordance with the terms of a power of attorney shall comply with ...
  • § 5609.  Compensation and reimbursement for expenses.
    (a) Compensation.--In the absence of a specific provision to the contrary in the power of attorney, the agent shall be entitled to reasonable compensation based ...
  • § 5610.  Account.
    An agent shall file an account of his administration whenever directed to do so by the court and may file an account at any other ...
  • § 5611.  Validity.
    A power of attorney executed in another state or jurisdiction and in conformity with the laws of that state or jurisdiction shall be considered valid ...

  • Chapter 57. Absentees and Presumed Decedents
  • § 5701.  Proof of death.
    (a) Finding of death.--When a person domiciled in the Commonwealth disappears and is absent from his place of residence without being heard of after diligent ...
  • § 5702.  Trustee for absentee.
    (a) Appointment.--When a person domiciled or having property in the Commonwealth disappears and is absent from his last known place of residence for a period ...
  • § 5703.  Distribution of property of absentee.
    Upon the entry of a decree establishing the death of a person domiciled in the Commonwealth, based in whole or in part upon his absence ...
  • § 5704.  Notice to absentee.
    The court, if satisfied concerning the interest of the petitioner, shall cause to be advertised in a newspaper of general circulation in the county of ...
  • § 5705.  Search for absentee.
    The court, on its own motion or upon the application of any party in interest, may direct the trustee to search for the absentee in ...
  • § 5706.  Persons presumed dead from September 11, 2001, terrorist attack.
    § 5706. Persons presumed dead from September 11, 2001, terrorist attack. The requirements of sections 5703 (relating to distribution of property of absentee) and 5704 ...

  • Chapter 58. Mental Health Care
    Subchapter A. General Provisions
  • § 5801.  Applicability.
    (a) General rule.--This chapter applies to mental health declarations and mental health powers of attorney. (b) Preservation of existing rights.--The provisions of this chapter shall ...
  • § 5802.  Definitions.
    The following words and phrases when used in this chapter shall have the meanings given to them in this section unless the context clearly indicates ...
  • § 5803.  Legislative findings and intent.
    (a) Intent.--This chapter provides a means for competent adults to control their mental health care either directly through instructions written in advance or indirectly through ...
  • § 5804.  Compliance.
    (a) Duty to comply.-- (1) An attending physician and mental health care provider shall comply with mental health declarations and powers of attorney. (2) If ...
  • § 5805.  Liability.
    (a) General rule.--A person who is a physician, another mental health care provider or another person who acts in good faith and consistent with this ...
  • § 5806.  Penalties.
    (a) Offense defined.--A person commits a felony of the third degree by willfully: (1) Concealing, canceling, altering, defacing, obliterating or damaging a declaration without the ...
  • § 5807.  Rights and responsibilities.
    (a) Declarants and principals.--Persons who execute a declaration or a mental health power of attorney shall have the following rights and responsibilities: (1) For the ...
  • § 5808.  Combining mental health instruments.
    (a) General rule.--A declaration and mental health power of attorney may be combined into one mental health document. (b) Form.--A combined declaration and mental health ...

  • Subchapter B. Mental Health Declarations
  • § 5821.  Short title of subchapter.
    This subchapter shall be known and may be cited as the Advance Directive for Mental Health Act. ...
  • § 5822.  Execution.
    (a) Who may make.--An individual who is at least 18 years of age or an emancipated minor and has not been deemed incapacitated pursuant to ...
  • § 5823.  Form.
    A declaration may be in the following form or any other written form that expresses the wishes of a declarant regarding the initiation, continuation or ...
  • § 5824.  Operation.
    (a) When operative.--A declaration becomes operative when: (1) A copy is provided to the attending physician. (2) The conditions stated in the declaration are met. ...
  • § 5825.  Revocation.
    (a) When declaration may be revoked.--A declaration may be revoked by the declarant at any time, either orally or in writing, in whole or in ...
  • § 5826.  Amendment.
    (a) Capacity to amend.--While having the capacity to make mental health decisions, a declarant may amend a declaration by a writing executed in accordance with ...

  • Subchapter C. Mental Health Powers of Attorney
  • § 5831.  Short title of subchapter.
    This subchapter shall be known and may be cited as the Mental Health Care Agents Act. ...
  • § 5832.  Execution.
    (a) Who may make.--An individual who is at least 18 years of age or an emancipated minor and who has not been deemed incapacitated pursuant ...
  • § 5833.  Form.
    (a) Requirements.--A mental health power of attorney must do the following: (1) Identify the principal and appoint the mental health care agent. (2) Declare that ...
  • § 5834.  Operation.
    (a) When operative.--A mental health power of attorney shall become operative when: (1) A copy is provided to the attending physician. (2) The conditions stated ...
  • § 5835.  Appointment of mental health care agents.
    (a) Successor mental health care agents.--A principal may appoint one or more successor agents who shall serve in the order named in the mental health ...
  • § 5836.  Authority of mental health care agent.
    (a) Extent of authority.--Except as expressly provided otherwise in a mental health power of attorney and subject to subsections (b) and (c), a mental health ...
  • § 5837.  Removal of agent.
    (a) Grounds for removal.--A mental health care agent may be removed by the court for any of the following reasons: (1) Death or incapacity. (2) ...
  • § 5838.  Effect of divorce.
    If the spouse of a principal is designated as the principal's mental health care agent and thereafter either spouse files an action in divorce, the ...
  • § 5839.  Revocation.
    (a) When a mental health power of attorney may be revoked.-- A mental health power of attorney may be revoked by the principal at any ...
  • § 5840.  Amendment.
    While having the capacity to make mental health decisions, a principal may amend a mental health power of attorney by a writing executed in accordance ...
  • § 5841.  Relation of mental health care agent to court-appointed guardian and other agents.
    § 5841. Relation of mental health care agent to court-appointed guardian and other agents. (a) Procedure.-- (1) Upon receipt of notice of a guardianship proceeding, ...
  • § 5842.  Duties of attending physician and mental health care provider.
    § 5842. Duties of attending physician and mental health care provider. (a) Compliance with decisions of mental health care agent.-- Subject to any limitation specified ...
  • § 5843.  Construction.
    (a) General rule.--Nothing in this subchapter shall be construed to: (1) Affect the requirements of other laws of this Commonwealth regarding consent to observation, diagnosis, ...
  • § 5844.  Conflicting provisions.
    If a provision of a mental health power of attorney conflicts with: (1) The provision of another mental health power of attorney or with a ...
  • § 5845.  Validity.
    This subchapter shall not be construed to limit the validity of a health care power of attorney executed prior to the effective date of this ...

  • Chapter 61. Estates
  • § 6101.  Definitions.
    The following words and phrases, when used in this chapter, unless the context clearly indicates otherwise, shall have the meanings ascribed to them in this ...
  • § 6102.  Termination of trusts (Deleted by amendment).
    § 6102. Termination of trusts (Deleted by amendment). 2006 Amendment. Section 6102 was deleted by amendment July 7, 2006, P.L.625, No.98, effective in 120 days. ...
  • § 6103.  Release or disclaimer of powers or interests.
    (a) Powers and interests releasable.--Any power of appointment, or power of consumption, whether general or special, other than a power in trust which is imperative, ...
  • § 6104.  Rule against perpetuities.
    (a) General.--No interest shall be void as a perpetuity except as herein provided. (b) Void interest; exceptions.--Upon the expiration of the period allowed by the ...
  • § 6105.  Rule against perpetuities; disposition when invalidity occurs.
    § 6105. Rule against perpetuities; disposition when invalidity occurs. (a) Valid interests following void interests.--A valid interest following a void interest in income shall be ...
  • § 6106.  Income accumulations; when valid.
    (a) General.--Except as set forth in section 6107.1 (relating to applicability of rule against perpetuities), no direction or authorization to accumulated income shall be void, ...
  • § 6107.  Income accumulations; disposition when invalidity occurs.
    § 6107. Income accumulations; disposition when invalidity occurs. Except as set forth in section 6107.1 (relating to applicability of rule against perpetuities), income subject to ...
  • § 6107.1. Applicability of rule against perpetuities.
  • § 6108.  Designation of beneficiaries of insurance or employee death benefits not testamentary.
    § 6108. Designation of beneficiaries of insurance or employee death benefits not testamentary. (a) In general.--The designation of beneficiaries of life insurance, annuity or endowment ...
  • § 6109.  Combination of charitable trusts (Repealed).
    § 6109. Combination of charitable trusts (Repealed). 1980 Repeal Note. Section 6109 was repealed July 11, 1980, P.L.565, No.118, effective in 60 days. ...
  • § 6110.  Administration of charitable interests (Deleted by amendment).
    § 6110. Administration of charitable interests (Deleted by amendment). 2006 Amendment. Section 6110 was deleted by amendment July 7, 2006, P.L.625, No.98, effective in 120 ...
  • § 6111.  Conveyances to defeat marital rights (Repealed).
    § 6111. Conveyances to defeat marital rights (Repealed). 1978 Repeal Note. Section 6111 was repealed April 18, 1978, P.L.42, No.23, effective in 60 days. ...
  • § 6111.1. Modification by divorce.
    § 6111.2. Effect of divorce on designation of beneficiaries.
  • § 6112.  Spendthrift trusts (Deleted by amendment).
    § 6112. Spendthrift trusts (Deleted by amendment). 2006 Amendment. Section 6112 was deleted by amendment July 7, 2006, P.L.625, No.98, effective in 120 days. ...
  • § 6113.  Limited estates in personalty and in the proceeds of the conversion of real estate.
    § 6113. Limited estates in personalty and in the proceeds of the conversion of real estate. A person having a present interest in personal property, ...
  • § 6114.  Rules of interpretation.
    (a) General rule.--Except as provided in subsection (b), in the absence of a contrary intent appearing therein, conveyances shall be construed, as to real and ...
  • § 6115.  Estates pur autre vie.
    An interest conveyed to a person for the life of another, whether or not such conveyance is to him and his heirs, shall, on his ...
  • § 6116.  Estates in fee tail abolished.
    Whenever by any conveyance an estate in fee tail would be created according to the common law of the Commonwealth, it shall pass an estate ...
  • § 6117.  Rule in Shelley's case and doctrine of worthier title.
    (a) Rule in Shelley's case.--The rule in Shelley's case and its corollaries shall not be applied, and a conveyance directly or in trust which shall ...
  • § 6118.  Invalidity of certain gifts (Repealed).
    § 6118. Invalidity of certain gifts (Repealed). 1976 Repeal Note. Section 6118 was repealed July 9, 1976, P.L.551, No.135, effective immediately. ...

  • Chapter 62. Disclaimers
  • § 6201.  Right to disclaim.
    A person to whom an interest in property would have devolved by whatever means, including a beneficiary under a will, an appointee under the exercise ...
  • § 6202.  Disclaimers by fiduciaries or agents.
    A disclaimer on behalf of a decedent, a minor or an incapacitated person may be made by his personal representative, the guardian of his estate ...
  • § 6203.  Interests subject to disclaimer.
    A disclaimer in whole or in part may be made of any present or future interest, vested or contingent, including a possible future right to ...
  • § 6204.  Filing, delivery and recording.
    (a) Will or intestacy.--If the interest would have devolved to the disclaimant by will or by intestacy, the disclaimer shall be filed with the clerk ...
  • § 6205.  Effect of disclaimer.
    (a) In general.--A disclaimer relates back for all purposes to the date of the death of the decedent or the effective date of the inter ...
  • § 6206.  Bar to disclaimer.
    (a) Acceptance.--A disclaimer may be made at any time before acceptance. An acceptance may be express or may be inferred from actions of the person ...
  • § 6207.  Other statutes.
    The provisions of this chapter do not abridge the right of a person to disclaim interests under any other statute and do not affect any ...

  • Chapter 63. Multiple-Party Accounts
  • § 6301.  Definitions.
    The following words and phrases when used in this chapter shall have, unless the context clearly indicates otherwise, the meanings given to them in this ...
  • § 6302.  Applicability of chapter.
    The provisions of this chapter are applicable solely to the determination of property rights among parties to multiple-party accounts and all claims made through them ...
  • § 6303.  Ownership during lifetime.
    (a) Joint account.--A joint account belongs, during the lifetime of all parties, to the parties in proportion to the net contributions by each to the ...
  • § 6304.  Right of survivorship.
    (a) Joint account.--Any sum remaining on deposit at the death of a party to a joint account belongs to the surviving party or parties as ...
  • § 6305.  Form of account.
    The applicability of the provisions of section 6304 (relating to right of survivorship) is determined by the form of the account at the death of ...
  • § 6306.  Accounts and transfers nontestamentary.
    No transfer resulting from the application of section 6304 (relating to right of survivorship) shall be considered as testamentary or subject to Chapter 21 (relating ...

  • Chapter 64. Transfer on Death Security Registration
  • § 6401.  Definitions.
    The following words and phrases when used in this chapter shall have the meanings given to them in this section unless the context clearly indicates ...
  • § 6402.  Registration in beneficiary form.
    Only individuals whose registration of a security shows sole ownership by one individual or multiple ownership by two or more with right of survivorship, rather ...
  • § 6403.  Law applicable to registration.
    A security may be registered in beneficiary form if the form is authorized by this or a similar statute of the state of organization of ...
  • § 6404.  Origination of registration in beneficiary form.
    A security, whether evidenced by certificate or account, is registered in beneficiary form when the registration includes a designation of a beneficiary, which may include ...
  • § 6405.  Form of registration in beneficiary form.
    Registration in beneficiary form may be shown by the words "transfer on death" or the acronym "TOD," or by the words "pay on death" or ...
  • § 6406.  Effect of registration in beneficiary form.
    The designation of a TOD beneficiary on a registration in beneficiary form has no effect on ownership until the owner's death. A registration of a ...
  • § 6407.  Ownership on death of owner.
    On death of a sole owner or the last to die of all multiple owners, ownership of securities registered in beneficiary form passes to the ...
  • § 6408.  Protection of registering entity.
    (a) General rule.--A registering entity is not required to offer or to accept a request for security registration in beneficiary form. If a registration in ...
  • § 6409.  Nontestamentary transfer on death.
    (a) General rule.--A transfer on death resulting from a registration in beneficiary form is effective by reason of the contract regarding the registration between the ...
  • § 6410.  Terms, conditions and forms for registration.
    (a) Terms and conditions.--A registering entity offering to accept registrations in beneficiary form may establish the terms and conditions under which it will receive requests ...
  • § 6411.  Transfers of securities and security accounts.
    (a) Payment of inheritance tax.--No corporation, financial institution, broker or similar entity shall transfer on its books or issue a new certificate for any share ...
  • § 6412.  Construction of chapter.
    This chapter shall be liberally construed and applied to promote its underlying purposes and policy and to make uniform the laws with respect to the ...
  • § 6413.  Application of chapter.
    This chapter applies to registration of securities in beneficiary form made before or after the effective date of this chapter by decedents dying on or ...

  • Chapter 71. Trust Estates (Deleted by amendment)
    Subchapter A. Appointment of Trustees (Deleted by amendment)
    § 7101 - § 7105 (Deleted by amendment).
    Subchapter B. Bond of Trustees (Deleted by amendment)
    § 7111 - § 7112 (Deleted by amendment).
    Subchapter C. Removal and Discharge (Deleted by amendment)
    § 7121 (Deleted by amendment).
    Subchapter D. Powers, Duties and Liabilities (Deleted by
    amendment)
    § 7131 - § 7136 (Deleted by amendment).
    Subchapter E. Sales, Pledges, Mortgages, Leases, Options
    and Exchanges (Deleted by amendment)
    § 7141 - § 7145 (Deleted by amendment).
    Subchapter F. Accounts, Audits, Reviews and Distributions
    (Deleted by amendment)
    § 7181 - § 7188 (Deleted by amendment).
    Subchapter G. Separation and Combination of Trusts (Deleted
    by amendment)
    § 7191 - § 7192 (Deleted by amendment).
    Chapter 72. Prudent Investor Rule
  • § 7201.  Definitions.
    The following words and phrases when used in this chapter shall have the meanings given to them in this section unless the context clearly indicates ...
  • § 7202.  Default rule.
    (a) General rule.--Except as otherwise provided by the governing instrument, a fiduciary shall invest and manage property held in a trust in accordance with the ...
  • § 7203.  Prudent investor rule.
    (a) General rule.--A fiduciary shall invest and manage property held in a trust as a prudent investor would, by considering the purposes, terms and other ...
  • § 7204.  Diversification.
    (a) Requirement.--Except as provided in section 7205 (relating to retention of inception assets), a fiduciary shall reasonably diversify investments, unless the fiduciary reasonably determines that ...
  • § 7205.  Retention of inception assets.
    A fiduciary, in the exercise of reasonable care, skill and caution, may retain any asset received in kind, even though the asset constitutes a disproportionally ...
  • § 7206.  Delegation.
    (a) Permissible delegation.--A fiduciary may delegate investment and management functions that a prudent investor of comparable skills might delegate under the circumstances. (b) Duties of ...
  • § 7207.  Retention of cash; temporary investments.
    (a) Uninvested cash.--A fiduciary may hold cash uninvested: (1) which the fiduciary reasonably expects to: (i) distribute to beneficiaries as income on a quarterly or ...
  • § 7208.  Life insurance.
    A trustee may acquire or retain a contract of life insurance upon the life of the settlor or the settlor's spouse, or both, without liability ...
  • § 7209.  Mutual funds.
    Notwithstanding that a bank or trust company or an affiliate provides services to the investment company or investment trust, including that of an investment advisor, ...
  • § 7210.  Common trust fund and mortgage investment fund.
    Any corporate fiduciary and its cofiduciary, if any, may invest in: (1) A common trust fund or collective trust fund containing only investments authorized for ...
  • § 7211.  Further investment authority.
    Unless a contrary intent is clearly expressed in the instrument, the authority to invest in specified types of investments includes authorization to invest in a ...
  • § 7212.  Degree of care.
    A fiduciary shall exercise reasonable care, skill and caution in making and implementing investment and management decisions. A fiduciary who represents that he has special ...
  • § 7213.  Judgment of fiduciary's decisions.
    The rules of this chapter are standards of conduct and not of outcome or performance. Compliance with the rules of this chapter shall be determined ...
  • § 7214.  Language invoking chapter.
    The following terms or words or words of similar import in the provisions of a trust, unless otherwise limited or modified, shall authorize any investment ...

  • Chapter 73. Municipalities Investments
  • § 7301.  Definition of fiduciary.
    The term "fiduciary" as used in this chapter shall include an administrator of a municipal pension or retirement plan and any other person whose fiduciary ...
  • § 7302.  Authorized investments; in general.
    (a) Specifically authorized.--Subject only to the provisions of the governing instrument, if any, a fiduciary may accept, hold, invest in, and retain, any of the ...
  • § 7303.  Government obligations.
    Obligations of the following governmental bodies shall be authorized investments: (1) United States.--Obligations of the United States or the United States Treasury or those for ...
  • § 7304.  Obligations of Federal organizations.
    Obligations of the following organizations constituted under the laws of the United States shall be authorized investments: (1) National Housing Administration.--Obligations issued pursuant to any ...
  • § 7305.  Obligations of Pennsylvania governmental organizations.
    Obligations of the following Pennsylvania governmental organizations shall be authorized investments: (1) General State Authority and other State authorities.--Obligations issued by The General State Authority ...
  • § 7306.  Obligations of governmental organizations existing pursuant to the laws of Pennsylvania, other states and the District of Columbia.
    § 7306. Obligations of governmental organizations existing pursuant to the laws of Pennsylvania, other states and the District of Columbia. Obligations of any authority, commission ...
  • § 7307.  Corporate bonds.
    (a) In general.--Any interest-bearing obligation, including bonds, notes, debentures, and car-trust certificates, issued, guaranteed, or assumed by, a corporation organized under the laws of the ...
  • § 7308.  Mortgages.
    One or more bonds or other obligations secured by one or more mortgages, or in connection with which the obligor gives one or more mortgages ...
  • § 7309.  Fractional interests.
    (a) Mortgages.--A fractional interest in an obligation naming a fiduciary as the obligee, secured by one or more mortgages, shall be an authorized investment for ...
  • § 7310.  Stocks.
    (a) Preferred and common stock.--Preferred and common stock of any corporation organized under the laws of the United States or of any commonwealth or state ...
  • § 7310.1. Further investment authority.
  • § 7311.  Real estate.
    Real estate located in Pennsylvania, other than ground rents, shall be an authorized investment if the court, upon petition, aided if necessary by the report ...
  • § 7312.  Ground rent.
    A ground rent secured upon unencumbered improved real estate located within the Commonwealth shall be an authorized investment if the reserved annual rent, capitalized at ...
  • § 7313.  Interest-bearing deposit.
    An interest-bearing deposit in any bank, bank and trust company, savings bank, or national banking association, located within the Commonwealth, shall be an authorized investment ...
  • § 7314.  Common trust fund and mortgage investment fund.
    Any corporate fiduciary and its co-fiduciary, if any, may invest in: (1) Common trust fund.--A common trust fund containing only investments authorized for fiduciaries, established ...
  • § 7314.1. Mutual funds.
  • § 7315.  Retention of investments.
    A fiduciary, if he exercises the same care and prudence as he would in the case of an authorized investment, may retain without liability for ...
  • § 7315.1. Retention of cash; temporary investments.
  • § 7316.  Life insurance, building and loan shares, and similar assets.
    § 7316. Life insurance, building and loan shares, and similar assets. A fiduciary receiving in kind a contract of life insurance, stock in a building ...
  • § 7317.  Investments which become unauthorized.
    A fiduciary may retain without liability for resulting loss any investment which was authorized when received or made although such investment no longer qualifies as ...
  • § 7318.  Court direction.
    A fiduciary appointed by the court and not acting under a trust instrument, in addition to or in place of the investments authorized by this ...
  • § 7319.  Directions of testator or settlor.
    (a) General rule.--The testator or settlor in the instrument establishing a trust may prescribe the powers, duties and liabilities of the fiduciary regarding the investment ...

  • Chapter 75. Limitations on Exercise of Trustee Powers and Powers
    of Beneficiaries to Appoint Trustees
  • § 7501.  Legislative intent.
    This chapter is enacted to codify, clarify and confirm certain existing common law principles of fiduciary and trust law relating to conflicts of interest on ...
  • § 7502.  Definitions.
    The following words and phrases when used in this chapter shall have the meanings given to them in this section unless the context clearly indicates ...
  • § 7503.  Application of chapter.
    (a) General rule.--This chapter shall apply to: (1) Any trust created under a governing instrument executed on or after March 21, 1999, unless the governing ...
  • § 7504.  Certain trustee powers not exercisable.
    (a) General rule.--The following powers conferred by a governing instrument upon a trustee in his or her capacity as a trustee shall not be exercised ...
  • § 7505.  Joint powers and appointment of nondisqualified substituted trustees.
    § 7505. Joint powers and appointment of nondisqualified substituted trustees. If a governing instrument contains a power proscribed under section 7504 (relating to certain trustee ...
  • § 7506.  Certain powers of beneficiaries not exercisable.
    (a) General rule.--No beneficiary of a trust in an individual, trustee or other capacity may appoint himself or herself as trustee or remove a trustee ...

  • Chapter 77. Trusts
    Subchapter A. General Provisions
  • § 7701.  Short title of chapter - UTC 101.
    Subchapters A (relating to general provisions) through I (relating to liability of trustees and rights of persons dealing with trustees) shall be known and may ...
  • § 7702.  Scope of chapter - UTC 102.
    This chapter applies to express trusts, charitable and noncharitable, and trusts created pursuant to a statute, judgment or decree that requires the trust to be ...
  • § 7703.  Definitions - UTC 103.
    The following words and phrases when used in this chapter shall have the meanings given to them in this section unless the context clearly indicates ...
  • § 7704.  Knowledge - UTC 104.
    (a) When person has knowledge.--For the purposes of this chapter and subject to subsection (b), a person has knowledge of a fact involving a trust ...
  • § 7705.  Trust instrument controls; mandatory rules - UTC 105.
    (a) Trust instrument controls.--Except as provided in subsection (b), the provisions of a trust instrument prevail over any contrary provisions of this chapter. (b) Mandatory ...
  • § 7706.  Common law of trusts; principles of equity - UTC 106.
    The common law of trusts and principles of equity supplement this chapter, except to the extent modified by this chapter or another statute of this ...
  • § 7707.  Governing law - UTC 107.
    The meaning and effect of the provisions of a trust instrument shall be determined by: (1) the law of the jurisdiction designated in the trust ...
  • § 7708.  Situs of trust.
    (a) Specified in trust instrument.--Without precluding other means for establishing a sufficient connection with the designated jurisdiction, provisions of a trust instrument designating the situs ...
  • § 7709.  Methods and waiver of notice - UTC 109.
    (a) Notice generally.--Notice to a person under this chapter or the sending of a document to a person under this chapter must be accomplished in ...
  • § 7710.  Notice; others treated as beneficiaries - UTC 110.
    (a) Notice.--Whenever notice to qualified or current beneficiaries of a trust is required under this chapter, the trustee must also give notice to any other ...
  • § 7710.1.  Nonjudicial settlement agreements - UTC 111.
    (a) (Reserved). (b) General rule.--Except as otherwise provided in subsection (c), all beneficiaries and trustees of a trust may enter into a binding nonjudicial settlement ...
  • § 7710.2.  Rules of construction - UTC 112.
    The rules of construction that apply in this Commonwealth to the provisions of testamentary trusts also apply as appropriate to the provisions of inter vivos ...

  • Subchapter B. Judicial Proceedings
  • § 7711.  Role of court in administration of trust - UTC 201.
    (a) Judicial intervention.--The court may intervene in the administration of a trust to the extent its jurisdiction is invoked by an interested person or as ...
  • § 7712.  Jurisdiction over trustee and beneficiary - UTC 202.
    (a) Personal jurisdiction over trustee.--By accepting the trusteeship of a trust having its situs in this Commonwealth or by moving the situs to this Commonwealth, ...
  • § 7713.  (Reserved).
    § 7713. (Reserved). ...
  • § 7714.  Venue - UTC 204.
    (a) General rule.--Except as otherwise provided in subsection (b), venue for a judicial proceeding involving a trust is in the county of this Commonwealth in ...

  • Subchapter C. Representation
  • § 7721.  Scope; definition of trust matter.
    (a) Scope.--This subchapter shall apply to this entire chapter unless the context clearly specifies the contrary. (b) Definition.--As used in this subchapter, the term "trust ...
  • § 7722.  Representation of parties in interest in general.
    (a) Judicial proceeding.--In a judicial proceeding involving a trust matter, an order or decree of the court that binds the representative or representatives is binding ...
  • § 7723.  Representatives and persons represented.
    The following rules except as set forth in paragraph (7) apply to the extent there is no conflict of interest with respect to the matter ...
  • § 7724.  Appointment of representative.
    Notwithstanding any other provision of this subchapter, if in any judicial proceeding involving a trust matter the court determines that the representation provided by section ...
  • § 7725.  Notice of representation.
    A person representing another must be given written notice by the trustee that the person is representing the other person. The person to whom the ...
  • § 7726.  Representation ineffective if person objects.
    Notwithstanding the provisions of this subchapter, a person may not represent another who is sui juris and files a written objection to representation with the ...

  • Subchapter D. Creation, Validity, Modification and Termination
    of Trust
  • § 7731.  Creation of trust - UTC 401.
    A trust may be created by: (1) transfer of property under a written instrument to another person as trustee during the settlor's lifetime or by ...
  • § 7732.  Requirements for creation - UTC 402.
    (a) Requirements.--A trust is created only if: (1) the settlor has capacity to create a trust; (2) the settlor signs a writing that indicates an ...
  • § 7733.  Written trusts created in other jurisdictions - UTC 403.
    § 7733. Written trusts created in other jurisdictions - UTC 403. A written trust not created by will is validly created if its creation complies ...
  • § 7734.  Trust purposes - UTC 404.
    A trust may be created only to the extent its purposes are lawful and not contrary to public policy. Cross References. Section 7734 is referred ...
  • § 7735.  Charitable purposes; enforcement - UTC 405.
    (a) Purposes.--A charitable trust may be created for the relief of poverty, the advancement of education or religion, the promotion of health, governmental or municipal ...
  • § 7736.  Creation of trust induced by fraud, duress or undue influence - UTC 406.
    § 7736. Creation of trust induced by fraud, duress or undue influence - UTC 406. A trust or an amendment to a trust is voidable ...
  • § 7737.  Oral trusts unenforceable.
    Oral trusts are unenforceable in this Commonwealth. Applicability. Section 16(4)(i) of Act 98 of 2006 provided that section 7737 shall not apply to oral trusts ...
  • § 7738.  Trust for care of animal - UTC 408.
    (a) Creation and termination.--A trust may be created to provide for the care of an animal alive during the settlor's lifetime. The trust terminates upon ...
  • § 7739.  Noncharitable trust without ascertainable beneficiary - UTC 409.
    § 7739. Noncharitable trust without ascertainable beneficiary - UTC 409. Except as otherwise provided in section 7738 (relating to trust for care of animal - ...
  • § 7740.  Termination of trusts; proceedings for termination or modification of trusts - UTC 410.
    § 7740. Termination of trusts; proceedings for termination or modification of trusts - UTC 410. (a) Termination.--A trust terminates to the extent it is revoked ...
  • § 7740.1. Modification or termination of noncharitable
    irrevocable trust by consent - UTC 411.

    § 7740.2. Modification or termination of noncharitable
    irrevocable trust by court - UTC 412.

    § 7740.3. Charitable trusts - UTC 413.
    § 7740.4. Modification or termination of noncharitable
    trust - UTC 414.

    § 7740.5. Reformation to correct mistakes - UTC 415.
    § 7740.6. Modification to achieve settlor's tax objectives - UTC
    416.

    § 7740.7. Division of trusts.
    § 7740.8. Combination of trusts.
    Subchapter E. Creditor's Claims; Spendthrift and Discretionary
    Trusts
  • § 7741.  Rights of beneficiary's creditor or assignee - UTC 501.
    A judgment creditor or assignee of the beneficiary may reach the beneficiary's interest by attachment of present or future distributions to or for the benefit ...
  • § 7742.  Spendthrift provision - UTC 502.
    (a) Validity.--A spendthrift provision is valid only if it restrains both voluntary and involuntary transfer of a beneficiary's interest. (b) Creation.--A trust instrument providing that ...
  • § 7743.  Exceptions to spendthrift provision - UTC 503.
    (a) (Reserved). (b) Who may override.--A spendthrift provision is unenforceable against: (1) a beneficiary's child who has a judgment or court order against the beneficiary ...
  • § 7744.  Discretionary trusts; effect of standard - UTC 504.
    (a) (Reserved). (b) Distribution not compelled.--Except as otherwise provided in subsection (c), whether or not a trust contains a spendthrift provision, a creditor of a ...
  • § 7745.  Creditor's claim against settlor - UTC 505(a).
    § 7745. Creditor's claim against settlor - UTC 505(a). Whether or not a trust instrument contains a spendthrift provision and notwithstanding section 7744 (relating to ...
  • § 7746.  Overdue distribution - UTC 506.
    (a) Distribution not made within reasonable time.--Whether or not the interest of the beneficiary in the trust is subject to a spendthrift provision, a creditor ...
  • § 7747.  Personal obligations of trustee - UTC 507.
    Trust property is not subject to personal obligations of the trustee even if the trustee becomes insolvent or bankrupt. ...
  • § 7748.  Property subject to power of withdrawal - UTC 505(b).
    § 7748. Property subject to power of withdrawal - UTC 505(b). Trust property that is subject to a power of withdrawal, during the period the ...

  • Subchapter F. Revocable Trusts
  • § 7751.  Capacity of settlor of revocable trust - UTC 601.
    The capacity required to create, amend, revoke or add property to a revocable trust or to direct the actions of the trustee of a revocable ...
  • § 7752.  Revocation or amendment of revocable trust - UTC 602.
    (a) Power to revoke or amend.--The settlor may revoke or amend a trust unless the trust instrument expressly provides that the trust is irrevocable. (b) ...
  • § 7753.  Trustee's duties; powers of withdrawal - UTC 603.
    (a) Power of settlor.--Regardless of the legal capacity of the settlor, the rights of the beneficiaries are subject to the control of, and the duties ...
  • § 7754.  Actions contesting validity of revocable trust.
    (a) How action may be commenced.--A person having standing to do so may contest the validity of a revocable trust by filing a petition with ...
  • § 7755.  Claims and distribution after settlor's death.
    (a) Creditors' rights.--Creditors of the settlor of a revocable trust shall have the same rights against the trust assets determined immediately before the settlor's death ...

  • Subchapter G. Office of Trustee
  • § 7761.  Accepting or declining trusteeship - UTC 701.
    (a) Accepting trusteeship.--Except as otherwise provided in subsection (c), a person designated as trustee accepts the trusteeship: (1) by substantially complying with a method of ...
  • § 7762.  Trustee's bond - UTC 702.
    (a) When required.--A trustee shall give bond to secure performance of the trustee's duties only if the court finds that a bond is needed to ...
  • § 7763.  Cotrustees - UTC 703.
    (a) Majority decision.--Cotrustees who do not reach a unanimous decision may act by majority decision. (a.1) When no majority.--When a dispute arises among trustees as ...
  • § 7764.  Vacancy in trusteeship; appointment of successor - UTC 704.
    § 7764. Vacancy in trusteeship; appointment of successor - UTC 704. (a) When vacancy occurs.--A vacancy in a trusteeship occurs if: (1) a person designated ...
  • § 7765.  Resignation of trustee; filing resignation.
    (a) Court approval.--A trustee may resign with court approval. (b) Without court approval if authorized by trust instrument.--A trustee may resign without court approval if ...
  • § 7766.  Removal of trustee - UTC 706.
    (a) Request to remove trustee; court authority.--The settlor, a cotrustee or a beneficiary may request the court to remove a trustee or a trustee may ...
  • § 7767.  Delivery of property by former trustee - UTC 707.
    (a) Duties and powers of trustee.--Unless a cotrustee remains in office or the court otherwise orders, a trustee who has resigned or been removed has ...
  • § 7768.  Compensation of trustee - UTC 708.
    (a) If unspecified.--If neither the trust instrument nor a separate written agreement signed by the settlor or anyone who is authorized by the trust instrument ...
  • § 7769.  Reimbursement of expenses - UTC 709.
    (a) Reimbursement from trust property.--A trustee is entitled to be reimbursed out of the trust property, with interest as appropriate, for: (1) expenses that were ...
  • § 7770.  Liability of successor trustee.
    A successor trustee shall not be personally liable for the acts or omissions of the trustee's predecessor and shall have no duty to investigate the ...

  • Subchapter H. Duties and Powers of Trustee
  • § 7771.  Duty to administer trust - UTC 801.
    Upon acceptance of a trusteeship, the trustee shall administer the trust in good faith, in accordance with its provisions and purposes and the interests of ...
  • § 7772.  Duty of loyalty - UTC 802.
    (a) Duty of trustee.--A trustee shall administer the trust solely in the interests of the beneficiaries. (b) Effect of conflict of interest.--Subject to the rights ...
  • § 7773.  Impartiality - UTC 803.
    If a trust has two or more beneficiaries, the trustee shall act impartially in investing, managing and distributing the trust property, giving due regard to ...
  • § 7774.  Prudent administration - UTC 804.
    A trustee shall administer the trust as a prudent person would, by considering the purposes, provisions, distributional requirements and other circumstances of the trust and ...
  • § 7775.  Costs of administration - UTC 805.
    In administering a trust, the trustee may incur only costs that are reasonable in relation to the trust property, the purposes of the trust and ...
  • § 7776.  Trustee's skills - UTC 806.
    A trustee who has special skills or expertise relevant to a trust or who is named trustee in reliance upon the trustee's representation that the ...
  • § 7777.  Delegation by trustee.
    (a) Standards for delegation.--A trustee may delegate duties and powers that a prudent trustee of comparable skills might delegate under the circumstances. The trustee shall ...
  • § 7778.  Powers to direct - UTC 808.
    (a) Direction of settlor.--While a trust is revocable, the trustee may follow a written direction of the settlor that is contrary to the trust instrument. ...
  • § 7779.  Control and protection of trust property - UTC 809.
    A trustee shall take reasonable steps to take control of and protect the trust property. ...
  • § 7780.  Recordkeeping and identification of trust property - UTC 810.
    § 7780. Recordkeeping and identification of trust property - UTC 810. (a) Records.--A trustee shall keep adequate records of the administration of the trust. (b) ...
  • § 7780.1. Enforcement and defense of claims - UTC 811.
    § 7780.2. (Reserved).
    § 7780.3. Duty to inform and report.
    § 7780.4. Discretionary powers.
    § 7780.5. Powers of trustees - UTC 815.
    § 7780.6. Illustrative powers of trustee.
    § 7780.7. Distribution upon termination.
    Subchapter I. Liability of Trustees and Rights of Persons
    Dealing with Trustees
  • § 7781.  Remedies for breach of trust - UTC 1001.
    (a) What constitutes breach of trust.--A violation by a trustee of a duty the trustee owes to a beneficiary is a breach of trust. (b) ...
  • § 7782.  Damages for breach of trust - UTC 1002.
    (a) Liability for breach of trust.--A trustee who commits a breach of trust is liable to the beneficiaries affected. (b) Contribution.-- (1) Except as otherwise ...
  • § 7783.  Damages in absence of breach - UTC 1003.
    (a) Profit.--A trustee is accountable to an affected beneficiary for any profit, excluding reasonable compensation, made by the trustee arising from the administration of the ...
  • § 7784.  (Reserved).
    § 7784. (Reserved). ...
  • § 7785.  Limitation of action against trustee.
    (a) Imposed by trustee's written reports.-- (1) A beneficiary may not challenge a transaction or assert a claim against a trustee for breach of trust ...
  • § 7786.  Reliance on trust instrument - UTC 1006.
    A trustee who acts in reasonable reliance on the express provisions of the trust instrument is not liable to a beneficiary for a breach of ...
  • § 7787.  Event affecting administration or distribution - UTC 1007.
    § 7787. Event affecting administration or distribution - UTC 1007. If the happening of an event, including marriage, divorce, performance of educational requirements, attaining a ...
  • § 7788.  Exculpation of trustee - UTC 1008.
    (a) When exculpatory provision unenforceable.--A provision of a trust instrument relieving a trustee of liability for breach of trust is unenforceable to the extent that ...
  • § 7789.  Beneficiary's consent, release or ratification - UTC 1009.
    § 7789. Beneficiary's consent, release or ratification - UTC 1009. A trustee is not liable to a beneficiary for breach of trust if the beneficiary ...
  • § 7790.  Limitation on personal liability of trustee - UTC 1010.
    (a) When trustee not personally liable.--Except as otherwise provided in the contract, a trustee is not personally liable on a contract properly entered into in ...
  • § 7790.1. Interest as general partner - UTC 1011.
    § 7790.2. Protection of person dealing with trustee - UTC 1012.
    § 7790.3. Certification of trust - UTC 1013.
    Subchapter J. Miscellaneous Provisions
  • § 7791.  Abandonment of property.
    If any property is so burdensome or is so encumbered or is in such condition that it is of no value to the trust, the ...
  • § 7792.  Powers, duties and liabilities identical with personal representatives.
    § 7792. Powers, duties and liabilities identical with personal representatives. The provisions concerning the powers, duties and liabilities of a trustee shall be the same ...
  • § 7793.  Effect of removal, or of probate of later will or codicil.
    § 7793. Effect of removal, or of probate of later will or codicil. (a) No impeachment.--No act of administration performed by a testamentary trustee in ...
  • § 7794.  Title of purchaser.
    If the trustee has given a bond as required in accordance with this title, any sale, pledge, mortgage or exchange by a trustee, whether pursuant ...
  • § 7795.  Reports for school district trustees.
    (a) Scope.--This section applies if a school district is a trustee of land in accordance with all of the following: (1) The land is held ...
  • § 7796.  Jurisdiction.
    Notwithstanding 42 Pa.C.S. § 931 (relating to original jurisdiction and venue), jurisdiction over an action involving land referred to in section 7795 (relating to reports ...
  • § 7797.  Filing accounts.
    (a) When to file.--A trustee shall file an account of his administration whenever directed to do so by the court and may file an account ...
  • § 7798.  Failure to present claim at audit.
    (a) Applicability.--This section applies to a person that, at the audit of a trustee's account, has a claim that: (1) arose out of the administration ...
  • § 7799.  Income on distributive shares.
    Except as otherwise provided by the trust instrument or by the provisions of section 3543 (relating to income on distributive shares): (1) If a sum ...
  • § 7799.1. Annexation of account of distributed estate or
    trust.

    § 7799.2. Accounts, audits and distributions.
    § 7799.3. Pooled trusts for persons with disabilities.
    Chapter 81. Principal and Income
    Subchapter A. Preliminary Provisions; Power to Adjust;
    Power to Convert to Unitrust
  • § 8101.  Short title of chapter.
    This chapter shall be known and may be cited as the Pennsylvania Uniform Principal and Income Act. ...
  • § 8102.  Definitions.
    The following words and phrases when used in this chapter shall have the meanings given to them in this section unless the context clearly indicates ...
  • § 8103.  Fiduciary duties; general principles.
    (a) Allocation.--In allocating receipts and disbursements to or between principal and income and with respect to any matter within the scope of this chapter, the ...
  • § 8104.  Trustee's power to adjust.
    (a) Adjustment.--Subject to subsections (c) and (f), a trustee may adjust between principal and income by allocating an amount of income to principal or an ...
  • § 8105.  Power to convert to unitrust.
    (a) Conversion.--Unless expressly prohibited by the governing instrument, a trustee may release the power under section 8104 (relating to trustee's power to adjust) and convert ...
  • § 8106.  Judicial control of discretionary powers.
    (a) Standard of review.--A court shall not change a fiduciary's decision to exercise or not to exercise a discretionary power conferred by this chapter unless ...
  • § 8107.  Express trusts.
    (a) General rule.--In the absence of a contrary intent appearing in the governing instrument of an express unitrust, the governing instrument shall be construed in ...
  • § 8108.  (Reserved).
    § 8108. (Reserved). ...
  • § 8109.  (Reserved).
    § 8109. (Reserved). ...
  • § 8110.  (Reserved).
    § 8110. (Reserved). ...
  • § 8111.  (Reserved).
    § 8111. (Reserved). ...
  • § 8112.  (Reserved).
    § 8112. (Reserved). ...
  • § 8113.  Charitable trusts.
    (a) Election.--Notwithstanding the foregoing provisions of this chapter, the trustee of a trust held exclusively for charitable purposes may elect to be governed by this ...

  • Subchapter B. Decedent's Estate or Terminating Income
    Interest
  • § 8121.  Determination and distribution of net income.
    After a decedent dies in the case of an estate or after an income interest in a trust ends, the following rules apply: (1) A ...
  • § 8122.  Distribution to residuary and remainder beneficiaries.
    (a) Distribution of net income.--Each beneficiary described in section 8121(4) (relating to determination and distribution of net income) is entitled to receive a portion of ...

  • Subchapter C. Apportionment at Beginning and End of
    Income Interest
  • § 8131.  When right to income begins and ends.
    (a) Accrual of income interest.--An income beneficiary is entitled to net income from the date on which the income interest begins. An income interest begins: ...
  • § 8132.  Apportionment of receipts and disbursements when decedent dies or income interest begins.
    § 8132. Apportionment of receipts and disbursements when decedent dies or income interest begins. (a) Allocation to principal.--Unless section 8121(1) (relating to determination and distribution ...
  • § 8133.  Apportionment when income interest ends.
    (a) End of mandatory income interest.--When a mandatory income interest ends, the trustee shall pay to a mandatory income beneficiary who survives that date, or ...

  • Subchapter D. Allocation of Receipts During Administration
    of Trust
  • § 8141.  Character of receipts.
    (a) Allocation to income.--Except as otherwise provided in this section, a trustee shall allocate to income money received from an entity, including reinvested cash dividends. ...
  • § 8142.  Distribution from trust or estate.
    A trustee shall allocate to income an amount received as a distribution of income from a trust or an estate in which the trust has ...
  • § 8143.  Business and other activities conducted by trustee.
    (a) Separate accounting for business or activity.--If a trustee that conducts a business or other activity determines that it is in the best interest of ...
  • § 8144.  Principal receipts.
    A trustee shall allocate to principal any of the following: (1) To the extent not allocated to income under this chapter, assets received from: (i) ...
  • § 8145.  Rental property.
    (a) Rent.--To the extent that a trustee accounts for receipts from rental property pursuant to this section, the trustee shall allocate to income an amount ...
  • § 8146.  Obligation to pay money.
    (a) Interest allocated to income.--An amount received as interest, whether determined at a fixed, variable or floating rate, on an obligation to pay money to ...
  • § 8147.  Insurance policies and similar contracts.
    (a) General rule.-- (1) Except as otherwise provided in subsection (b) or (c), a trustee shall allocate to principal the proceeds of a life insurance ...
  • § 8148.  Insubstantial allocations not required.
    If a trustee determines that an allocation between principal and income required by section 8149 (relating to retirement benefits, individual retirement accounts, deferred compensation, annuities ...
  • § 8149.  Retirement benefits, individual retirement accounts, deferred compensation, annuities and similar payments.
    § 8149. Retirement benefits, individual retirement accounts, deferred compensation, annuities and similar payments. (a) General rule.-- (1) The trustee shall allocate to income the greater ...
  • § 8150.  Liquidating asset.
    (a) Allocation.--A trustee shall allocate to income 10% of the receipts from a liquidating asset and the balance to principal. (b) Definition.--As used in this ...
  • § 8151.  Minerals, water and other natural resources.
    (a) Allocation for receipts from minerals and other natural resources.--To the extent that a trustee accounts for receipts from an interest in minerals or other ...
  • § 8152.  Timber.
    (a) Allocation of net receipts.--To the extent that a trustee accounts for receipts from the sale of timber and related products under this section, the ...
  • § 8153.  Property not productive of income.
    (a) General rule.--If a Federal estate or gift tax marital deduction is allowed for all or part of a trust whose income is required to ...
  • § 8154.  Derivatives and options.
    (a) Derivatives.--To the extent that a trustee does not account under section 8143 (relating to business and other activities conducted by trustee) for transactions in ...
  • § 8155.  Asset-backed securities.
    (a) General rule.--If a trust receives a payment from interest or other current return and from other proceeds of the collateral financial assets: (1) The ...

  • Subchapter E. Allocation of Disbursements During
    Administration of Trust
  • § 8161.  Mandatory disbursements from income.
    A trustee shall make the following disbursements from income: (1) Interest, except interest on death taxes. (2) Ordinary repairs. (3) Real estate and other regularly ...
  • § 8162.  Mandatory disbursements from principal.
    (a) Mandatory disbursements.--A trustee shall make the following disbursements from principal: (1) Extraordinary expenses incurred in connection with the administration, management or preservation of trust ...
  • § 8163.  Discretionary allocation of disbursements.
    Subject to sections 8161 (relating to mandatory disbursements from income) and 8162 (relating to mandatory disbursements from principal), a trustee may, in the trustee's discretion, ...
  • § 8164.  Transfers from income to principal for depreciation.
    (a) Transfers.--A trustee may transfer to principal a reasonable amount of the net cash receipts from a principal asset that is subject to depreciation. However, ...
  • § 8165.  Transfers from income to reimburse principal.
    (a) Permissible reimbursements.--A trustee may transfer an appropriate amount from income to principal in one or more accounting periods to reimburse principal or to provide ...
  • § 8166.  Income taxes.
    (a) Receipts allocated to income.--A tax required to be paid by a trustee based on receipts allocated to income shall be paid from income. (b) ...
  • § 8167.  Adjustments between principal and income because of taxes.
    § 8167. Adjustments between principal and income because of taxes. A trustee may make adjustments between principal and income to offset the shifting of economic ...
  • Subchapters F and G (Reserved)

    Subchapter H. Miscellaneous Provisions
  • § 8191.  Uniformity of application and construction.
    In applying and construing this chapter, consideration shall be given to the need to promote uniformity of the law with respect to its subject matter ...

  • Chapter 82. Revised Price Act (Repealed)
    § 8201 - § 8234 (Repealed).
    Chapter 83. Inalienable Property
  • § 8301.  Powers of court to authorize sale, etc. of real property.
    CHAPTER 83 INALIENABLE PROPERTY Sec. 8301. Powers of court to authorize sale, etc. of real property. 8302. Venue where real property is wholly in one ...
  • § 8302.  Venue where real property is wholly in one county.
    In all proceedings under the provisions of this chapter involving real property lying wholly within one county the petition shall be presented only in the ...
  • § 8303.  Venue where real property is in more than one county.
    In all proceedings under the provisions of this chapter involving real property through which the line dividing two or more counties runs, the court of ...
  • § 8304.  Procedure.
    All jurisdiction conferred by this chapter shall be exercised on the petition of any party in interest, upon such terms and upon such security and ...
  • § 8305.  Sale of real property subject to future inalienable interests; disposition of proceeds.
    § 8305. Sale of real property subject to future inalienable interests; disposition of proceeds. Where real property is held by a person or persons subject ...
  • § 8306.  Title of purchaser.
    If such bond, if any, as has been required by the court, has been given, the title acquired through any sale, mortgage, lease or exchange ...

  • Chapter 84. Military Service
    Subchapter A. Fiduciaries in Military Service (Repealed)
    § 8401 - § 8407 (Repealed).
    Subchapter B. Notice to Veterans' Bureau
  • § 8411.  Notice of action to United States Veterans' Bureau.
    In any action brought under any law of this Commonwealth for the appointment of a committee or guardian for a veteran of any war, or ...
  • § 8412.  Veterans' Bureau's objection to account; costs.
    In any action or proceeding wherein the attorney of the bureau objects to the account of the committee or guardian, and such committee or guardian ...

  • Chapter 85. Simultaneous Death
  • § 8501.  No sufficient evidence of survivorship.
    Where the title to property or the devolution thereof depends upon priority of death and there is no sufficient evidence that the persons have died ...
  • § 8502.  Beneficiaries of another person's disposition of property.
    § 8502. Beneficiaries of another person's disposition of property. Where two or more beneficiaries are designated to take successively by reason of survivorship under another ...
  • § 8503.  Joint tenants or tenants by the entirety.
    Where there is no sufficient evidence that two joint tenants or tenants by the entirety have died otherwise than simultaneously, the property so held shall ...
  • § 8504.  Insurance policies.
    Where the insured and the beneficiary in a policy of life or accident insurance have died and there is no sufficient evidence that they have ...
  • § 8505.  Chapter does not apply if decedent provides otherwise.
    This chapter shall not apply in the case of wills, living trusts, deeds or contracts of insurance wherein provision has been made for distribution of ...

  • Chapter 86. Anatomical Gifts
    Subchapter A. General Provisions
  • § 8601.  Definitions.
    The following words and phrases when used in this chapter shall have the meanings given to them in this section unless the context clearly indicates ...

  • Subchapter B. Express Anatomical Gifts
  • § 8611.  Persons who may execute anatomical gift.
    (a) General rule.--Any individual of sound mind and 18 years of age or more may give all or any part of his body for any ...
  • § 8612.  Persons who may become donees; purposes for which anatomical gifts may be made.
    § 8612. Persons who may become donees; purposes for which anatomical gifts may be made. The following persons may become donees of gifts of bodies ...
  • § 8613.  Manner of executing anatomical gifts.
    (a) Gifts by will.--A gift of all or part of the body under section 8611(a) (relating to persons who may execute anatomical gift) may be ...
  • § 8614.  Delivery of document of gift.
    If the gift is made by the donor to a specified donee, the will, card or other document or an executed copy thereof may be ...
  • § 8615.  Amendment or revocation of gift.
    (a) Document delivered to donee.--If the will, card or other document or executed copy thereof has been delivered to a specified donee, the donor may ...
  • § 8616.  Rights and duties at death.
    (a) Donees and relatives.--The donee may accept or reject the gift. If the donee accepts a gift of the entire body, he shall, subject to ...
  • § 8617.  Requests for anatomical gifts.
    (a) Procedure.--On or before the occurrence of each death in an acute care general hospital, the hospital shall make contact with the regional organ procurement ...
  • § 8618.  Voluntary contribution system (Repealed).
    § 8618. Voluntary contribution system (Repealed). 1997 Repeal Note. Section 8618 was repealed May 7, 1997, P.L.85, No.7, effective immediately. ...
  • § 8619.  Use of driver's license or identification card to indicate organ or tissue donation.
    § 8619. Use of driver's license or identification card to indicate organ or tissue donation. (a) General rule.--Beginning as soon as practicable, but no later ...
  • § 8620.  Police and emergency personnel responsibilities.
    Police and emergency personnel responding to the scene of an accident or trauma shall take reasonable steps to insure that the driver's license or personal ...
  • § 8621.  The Governor Robert P. Casey Memorial Organ and Tissue Donation Awareness Trust Fund contributions.
    § 8621. The Governor Robert P. Casey Memorial Organ and Tissue Donation Awareness Trust Fund contributions. (a) Driver's license.--Beginning as soon as practicable, but no ...
  • § 8622.  The Governor Robert P. Casey Memorial Organ and Tissue Donation Awareness Trust Fund.
    § 8622. The Governor Robert P. Casey Memorial Organ and Tissue Donation Awareness Trust Fund. (a) Establishment.--All contributions received by the Department of Transportation under ...
  • § 8623.  Confidentiality requirement.
    The identity of the donor and of the recipient may not be communicated unless expressly authorized by the recipient and next of kin of the ...
  • § 8624.  Prohibited activities.
    (a) Affiliates.--No organ procurement organization selected by the Department of Health under section 8617(g) (relating to requests for anatomical gifts) to conduct annual death reviews ...

  • Subchapter C. Corneal Transplants
  • § 8641.  Removal of corneal tissue permitted under certain circumstances.
    SUBCHAPTER C CORNEAL TRANSPLANTS Sec. 8641. Removal of corneal tissue permitted under certain circumstances. 8642. Limitation of liability. § 8641. Removal of corneal tissue permitted ...
  • § 8642.  Limitation of liability.
    A person who acts in good faith in accordance with the provisions of this subchapter shall not be subject to criminal or civil liability arising ...

  • Chapter 87. Employee Benefits
  • § 8701.  Existing trusts may continue for term necessary to accomplish purpose.
    CHAPTER 87 EMPLOYEE BENEFITS Sec. 8701. Existing trusts may continue for term necessary to accomplish purpose. 8702. Combining trusts. 8703. Transfer of assets to corporate ...
  • § 8702.  Combining trusts.
    Whenever two or more trusts heretofore have been or hereafter shall be created primarily for the benefit of the employees of the same employer or ...
  • § 8703.  Transfer of assets to corporate trustee; investments; common trust funds.
    § 8703. Transfer of assets to corporate trustee; investments; common trust funds. The trustee or trustees of any employee-benefit plan, such as a pension, welfare, ...
  • § 8704.  Payments upon employee's death; third party claims.
    The trustee, custodian or committee charged with the responsibility of disbursing funds from any trust, custodial account, annuity or other funding arrangement under a pension, ...

  • Chapter 88. Slayers
  • § 8801.  Definition of terms.
    As used in this chapter: "Slayer." Means any person who participates, either as a principal or as an accessory before the fact, in the willful ...
  • § 8802.  Slayer not to acquire property as result of slaying.
    No slayer shall in any way acquire any property or receive any benefit as the result of the death of the decedent, but such property ...
  • § 8803.  Descent, distribution, dower, curtesy, and statutory rights as survivor.
    § 8803. Descent, distribution, dower, curtesy, and statutory rights as survivor. The slayer shall be deemed to have predeceased the decedent as to property which ...
  • § 8804.  Legacies.
    Property which would have passed to or for the benefit of the slayer by devise or legacy from the decedent shall be distributed as if ...
  • § 8805.  Tenancies by the entirety.
    One-half of any property held by the slayer and the decedent as tenants by the entirety shall pass upon the death of the decedent to ...
  • § 8806.  Joint tenants, joint owners and joint obligees.
    (a) Joint ownership by slayer and decedent.--One-half of any property held by the slayer and the decedent as joint tenants, joint owners or joint obligees ...
  • § 8807.  Reversions and vested remainders.
    Property in which the slayer holds a reversion or vested remainder and would have obtained the right of present possession upon the death of the ...
  • § 8808.  Interests dependent on survivorship or continuance of life.
    § 8808. Interests dependent on survivorship or continuance of life. Any interest in property, whether vested or not, held by the slayer, subject to be ...
  • § 8809.  Contingent remainders and executory or other future interests.
    § 8809. Contingent remainders and executory or other future interests. As to any contingent remainder or executory or other future interest held by the slayer, ...
  • § 8810.  Powers of appointment.
    (a) Property appointed by will.--Property appointed by the will of the decedent to or for the benefit of the slayer shall be distributed as if ...
  • § 8811.  Proceeds of insurance.
    (a) Policies on life of decedent.--Insurance proceeds payable to the slayer as the beneficiary or assignee of any policy or certificate of insurance on the ...
  • § 8812.  Bona fide payment by insurance company or obligor.
    Any insurance company making payment according to the terms of its policy or any bank or other person performing an obligation for the slayer as ...
  • § 8813.  Bona fide purchasers.
    The provisions of this chapter shall not affect the rights of any person who, before the interests of the slayer have been adjudicated, purchases from ...
  • § 8814.  Record of conviction as evidence.
    The record of his conviction of having participated in the willful and unlawful killing of the decedent shall be admissible in evidence against a claimant ...
  • § 8814.1. Preadjudication rule.
  • § 8815.  Broad construction; policy of State.
    This chapter shall not be considered penal in nature, but shall be construed broadly in order to effect the policy of this State that no ...

Last modified: November 22, 2007