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Senate of Pennsylvania
Session of 2021 - 2022 Regular Session

MEMORANDUM

Posted: December 17, 2021 11:20 AM
From: Senator Patrick M. Browne
To: All Senate members
Subject: Joint State Government Commission Task Force on Decedents’ Estates Laws Recommendations
 
As a member of the Joint State Government Commission’s Task Force on Decedents’ Estates Laws, I introduced Senate Bill 1115 in 2018 to encompass legislation recommended by the Commission’s February 2018 Report of the Committee.  Senate Bill 2018 was referred to the Senate Judiciary Committee and did not come before the full Senate for consideration.
 
In June 2021, the Advisory Committee released A Proposed Directed Trust Act with other Amendments for Estates and Trusts, which can be found at the following link:  http://jsg.legis.state.pa.us/resources/documents/ftp/publications/2021-06-07%20DEL%20DTA%20Web%206.7.21.pdf

I now intend to introduce two pieces of legislation to reflect the June 2021 recommendations of the Advisory Committee, which contains proposed statutory amendments covering aspects of probate, estates and fiduciaries: 
  1. The first proposal contains legislation developed by the advisory committee to add and harmonize provisions dealing with estates and trusts.  For example, several amendments clarify that the principles concerning modification by circumstances of wills apply also to trusts. 
  2. The second proposal contains legislation developed by the advisory committee in cooperation with the Pennsylvania Bankers Association which adds a subchapter related to directed trusts and harmonizing provisions throughout the chapter relating to trusts, as well as a section relating to nonjudicial account settlement.
 Please join me in cosponsoring this legislation. 


 



Document #1

Introduced as SB1034

Description: This memo relates to the first proposal, which encompasses legislation recommended by the advisory committee of the Joint State Government Commission’s Task Force on Decedents’ Estates Laws to add and harmonize provisions dealing with estates and trusts.
 

Document #2

Introduced as SB1035

Description: This memo relates to the second proposal, which contains legislation developed by the advisory committee of the Joint State Government Commission’s Task Force on Decedents’ Estates Laws in cooperation with the Pennsylvania Bankers Association to add a subchapter related to directed trusts and harmonizing provisions throughout the chapter relating to trusts, as well as a section relating to nonjudicial account settlement.