Pennsylvania Consolidated & Unconsolidated Statutes
Title 20 - DECEDENTS, ESTATES AND FIDUCIARIES

Section 5706 - Persons presumed dead from September 11, 2001, terrorist attack - The requirements of sections 5703 (relating to distribution of property...

Chapter 58 - Mental Health Care

Extra - Chapter Notes - Enactment. Chapter 58 was added November 30, 2004, P.L.1525, No.194,...

Section 5801 - Applicability - (a) General rule.--This chapter applies to mental health declarations and...

Section 5802 - Definitions - The following words and phrases when used in this chapter...

Section 5803 - Legislative findings and intent - (a) Intent.--This chapter provides a means for competent adults to...

Section 5804 - Compliance - (a) Duty to comply.-- (1) An attending physician and mental...

Section 5805 - Liability - (a) General rule.--A person who is a physician, another mental...

Section 5806 - Penalties - (a) Offense defined.--A person commits a felony of the third...

Section 5807 - Rights and responsibilities - (a) Declarants and principals.--Persons who execute a declaration or a...

Section 5808 - Combining mental health instruments - (a) General rule.--A declaration and mental health power of attorney...

Section 5821 - Short title of subchapter - This subchapter shall be known and may be cited as...

Section 5822 - Execution - (a) Who may make.--An individual who is at least 18...

Section 5823 - Form - A declaration may be in the following form or any...

Section 5824 - Operation - (a) When operative.--A declaration becomes operative when: (1) A copy...

Section 5825 - Revocation - (a) When declaration may be revoked.--A declaration may be revoked...

Section 5826 - Amendment - (a) Capacity to amend.--While having the capacity to make mental...

Section 5831 - Short title of subchapter - This subchapter shall be known and may be cited as...

Section 5832 - Execution - (a) Who may make.--An individual who is at least 18...

Section 5833 - Form - (a) Requirements.--A mental health power of attorney must do the...

Section 5834 - Operation - (a) When operative.--A mental health power of attorney shall become...

Section 5835 - Appointment of mental health care agents - (a) Successor mental health care agents.--A principal may appoint one...

Section 5836 - Authority of mental health care agent - (a) Extent of authority.--Except as expressly provided otherwise in a...

Section 5837 - Removal of agent - (a) Grounds for removal.--A mental health care agent may be...

Section 5838 - Effect of divorce - If the spouse of a principal is designated as the...

Section 5839 - Revocation - (a) When a mental health power of attorney may be...

Section 5840 - Amendment - While having the capacity to make mental health decisions, a...

Section 5841 - Relation of mental health care agent to court-appointed guardian and other agents - (a) Procedure.-- (1) Upon receipt of notice of a guardianship...

Section 5842 - Duties of attending physician and mental health care provider - (a) Compliance with decisions of mental health care agent.--Subject to...

Section 5843 - Construction - (a) General rule.--Nothing in this subchapter shall be construed to:...

Section 5844 - Conflicting provisions - If a provision of a mental health power of attorney...

Section 5845 - Validity - This subchapter shall not be construed to limit the validity...

Chapter 59 - Uniform Adult Guardianship and Protective Proceedings Jurisdiction

Extra - Chapter Notes - Enactment. Chapter 59 was added July 5, 2012, P.L.975, No.108,...

Section 5901 - Short title of chapter - This chapter shall be known and may be cited as...

Section 5902 - Definitions - The following words and phrases when used in this chapter...

Section 5903 - International application of chapter - A court of this Commonwealth may treat a foreign country...

Section 5904 - Communication between courts - (a) Authorization.--A court of this Commonwealth may communicate with a...

Section 5905 - Cooperation between courts - (a) Initiation.--In a guardianship or protective proceeding in this Commonwealth,...

Section 5906 - Taking testimony in another state - (a) General procedures.--In a guardianship or protective proceeding, in addition...

Section 5911 - Definitions; significant connection factors - (a) Definitions.--The following words and phrases when used in this...

Section 5912 - Exclusive basis - Notwithstanding any inconsistent provisions of Chapter 55 (relating to incapacitated...

Section 5913 - Jurisdiction - A court of this Commonwealth has jurisdiction to appoint a...

Section 5914 - Special jurisdiction - (a) Scope.--Notwithstanding the requirements of section 5513 (relating to emergency...

Section 5915 - Exclusive and continuing jurisdiction - Except as otherwise provided in section 5914 (relating to special...

Section 5916 - Appropriate forum - (a) Decline to exercise jurisdiction.--A court of this Commonwealth having...

Section 5917 - Jurisdiction declined by reason of conduct - (a) Judicial options.--If a court of this Commonwealth determines that...

Section 5918 - Notice of proceeding - If a petition for the appointment of a guardian or...

Section 5919 - Proceedings in more than one state - Except for a petition for the appointment of a guardian...

Section 5921 - Transfer of guardianship or conservatorship to another state - (a) Petition.--A guardian or conservator appointed in this Commonwealth may...

Section 5922 - Accepting guardianship or conservatorship transferred from another state - (a) Petition.--To confirm transfer of a guardianship or conservatorship transferred...

Section 5931 - Registration of guardianship orders - If a guardian has been appointed in another state and...

Section 5932 - Registration of protective orders - If a conservator has been appointed in another state and...

Section 5933 - Effect of registration - (a) Powers.--Upon registration of a guardianship or protective order from...

Section 5991 - Uniformity of application and construction - In applying and construing this uniform act, consideration must be...

Section 5992 - Relation to Electronic Signatures in Global and National Commerce Act - (a) General rule.--Except as set forth in subsection (b), this...

Chapter 61 - Estates

Extra - Chapter Notes - Enactment. Chapter 61 was added June 30, 1972, P.L.508, No.164,...

Section 6101 - Definitions - The following words and phrases, when used in this chapter,...

Section 6102 - Termination of trusts (Deleted by amendment) - 2006 Amendment. Section 6102 was deleted by amendment July 7,...

Section 6103 - Release or disclaimer of powers or interests (Repealed) - 2016 Repeal. Section 6103 was repealed July 8, 2016, P.L.497,...

Section 6103.1 - Release of powers and interests and disclaimer of powers - (a) Interests releasable.-- (1) Subject to paragraph (2), an interest...

Section 6104 - Rule against perpetuities - (a) General.--No interest shall be void as a perpetuity except...

Section 6105 - Rule against perpetuities; disposition when invalidity occurs - (a) Valid interests following void interests.--A valid interest following a...

Section 6106 - Income accumulations; when valid - (a) General.--Except as set forth in section 6107.1 (relating to...

Section 6107 - Income accumulations; disposition when invalidity occurs - Except as set forth in section 6107.1 (relating to applicability...

Section 6107.1 - Applicability of rule against perpetuities - (a) Traditional rule.--Sections 6104 (relating to rule against perpetuities), 6105...

Section 6108 - Designation of beneficiaries of insurance or employee death benefits not testamentary - (a) In general.--The designation of beneficiaries of life insurance, annuity...

Section 6109 - Combination of charitable trusts (Repealed) - 1980 Repeal. Section 6109 was repealed July 11, 1980, P.L.565,...

Section 6110 - Administration of charitable interests (Deleted by amendment) - 2006 Amendment. Section 6110 was deleted by amendment July 7,...

Section 6111 - Conveyances to defeat marital rights (Repealed) - 1978 Repeal. Section 6111 was repealed April 18, 1978, P.L.42,...

Section 6111.1 - Modification by divorce or pending divorce - Any provision in a conveyance which was revocable by a...

Section 6111.2 - Effect of divorce or pending divorce on designation of beneficiaries - (a) Applicability.--This section is applicable if an individual: (1) is...

Section 6112 - Spendthrift trusts (Deleted by amendment) - 2006 Amendment. Section 6112 was deleted by amendment July 7,...

Section 6113 - Limited estates in personalty and in the proceeds of the conversion of real estate - A person having a present interest in personal property, or...

Section 6114 - Rules of interpretation - (a) General rule.--Except as provided in subsection (b), in the...

Section 6115 - Estates pur autre vie - An interest conveyed to a person for the life of...

Section 6116 - Estates in fee tail abolished - Whenever by any conveyance an estate in fee tail would...

Section 6117 - Rule in Shelley's case and doctrine of worthier title - (a) Rule in Shelley's case.--The rule in Shelley's case and...

Section 6118 - Invalidity of certain gifts (Repealed) - 1976 Repeal. Section 6118 was repealed July 9, 1976, P.L.551,...

Chapter 62 - Disclaimers

Extra - Chapter Notes - Enactment. Chapter 62 was added July 9, 1976, P.L.562, No.136,...

Section 6201 - Right to disclaim - A person to whom an interest in property would have...

Section 6202 - Disclaimers by fiduciaries or agents - A disclaimer on behalf of a decedent, a minor or...

Section 6203 - Interests subject to disclaimer - A disclaimer in whole or in part may be made...

Section 6204 - Filing, delivery and recording - (a) Will or intestacy.--If the interest would have devolved to...

Section 6205 - Effect of disclaimer - (a) In general.--A disclaimer relates back for all purposes to...

Section 6206 - Bar to disclaimer - (a) Acceptance.--A disclaimer may be made at any time before...

Section 6207 - Other statutes - The provisions of this chapter do not abridge the right...

Chapter 63 - Multiple-Party Accounts

Extra - Chapter Notes - Enactment. Chapter 63 was added July 9, 1976, P.L.547, No.134,...

Section 6301 - Definitions - The following words and phrases when used in this chapter...

Section 6302 - Applicability of chapter - The provisions of this chapter are applicable solely to the...

Section 6303 - Ownership during lifetime - (a) Joint account.--A joint account belongs, during the lifetime of...

Section 6304 - Right of survivorship - (a) Joint account.--Any sum remaining on deposit at the death...

Section 6305 - Form of account - The applicability of the provisions of section 6304 (relating to...

Section 6306 - Accounts and transfers nontestamentary - No transfer resulting from the application of section 6304 (relating...

Chapter 64 - Transfer on Death Security Registration

Extra - Chapter Notes - Enactment. Chapter 64 was added December 18, 1996, P.L.1118, No.168,...

Section 6401 - Definitions - The following words and phrases when used in this chapter...

Section 6402 - Registration in beneficiary form - Only individuals whose registration of a security shows sole ownership...

Section 6403 - Law applicable to registration - A security may be registered in beneficiary form if the...

Section 6404 - Origination of registration in beneficiary form - A security, whether evidenced by certificate or account, is registered...

Section 6405 - Form of registration in beneficiary form - Registration in beneficiary form may be shown by the words...

Section 6406 - Effect of registration in beneficiary form - The designation of a TOD beneficiary on a registration in...

Section 6407 - Ownership on death of owner - On death of a sole owner or the last to...

Section 6408 - Protection of registering entity - (a) General rule.--A registering entity is not required to offer...

Section 6409 - Nontestamentary transfer on death - (a) General rule.--A transfer on death resulting from a registration...

Section 6410 - Terms, conditions and forms for registration - (a) Terms and conditions.--A registering entity offering to accept registrations...

Section 6411 - Transfers of securities and security accounts - (a) Payment of inheritance tax.--No corporation, financial institution, broker or...

Section 6412 - Construction of chapter - This chapter shall be liberally construed and applied to promote...

Section 6413 - Application of chapter - This chapter applies to registration of securities in beneficiary form...

Chapter 72 - Prudent Investor Rule

Extra - Chapter Notes - Enactment. Chapter 72 was added June 25, 1999, P.L.212, No.28,...

Section 7201 - Definitions - The following words and phrases when used in this chapter...

Section 7202 - Default rule - (a) General rule.--Except as otherwise provided by the governing instrument,...

Section 7203 - Prudent investor rule - (a) General rule.--A fiduciary shall invest and manage property held...

Section 7204 - Diversification - (a) Requirement.--Except as provided in section 7205 (relating to retention...

Section 7205 - Retention of inception assets - A fiduciary, in the exercise of reasonable care, skill and...

Section 7206 - Delegation - (a) Permissible delegation.--A fiduciary may delegate investment and management functions...

Section 7207 - Retention of cash; temporary investments - (a) Uninvested cash.--A fiduciary may hold cash uninvested: (1) which...

Section 7208 - Life insurance - A trustee may acquire or retain a contract of life...

Section 7209 - Mutual funds - Notwithstanding that a bank or trust company or an affiliate...

Section 7210 - Common trust fund and mortgage investment fund - Any corporate fiduciary and its cofiduciary, if any, may invest...

Section 7211 - Further investment authority - Unless a contrary intent is clearly expressed in the instrument,...

Section 7212 - Degree of care - A fiduciary shall exercise reasonable care, skill and caution in...

Section 7213 - Judgment of fiduciary's decisions - The rules of this chapter are standards of conduct and...

Section 7214 - Language invoking chapter - The following terms or words or words of similar import...

Chapter 73 - Municipalities Investments

Extra - Chapter Notes - Enactment. Chapter 73 was added June 30, 1972, P.L.508, No.164,...

Section 7301 - Definition of fiduciary - The term "fiduciary" as used in this chapter shall include...

Section 7302 - Authorized investments; in general - (a) Specifically authorized.--Subject only to the provisions of the governing...

Section 7303 - Government obligations - Obligations of the following governmental bodies shall be authorized investments:...

Section 7304 - Obligations of Federal organizations - Obligations of the following organizations constituted under the laws of...

Section 7305 - Obligations of Pennsylvania governmental organizations - Obligations of the following Pennsylvania governmental organizations shall be authorized...

Section 7306 - Obligations of governmental organizations existing pursuant to the laws of Pennsylvania, other states and the District of Columbia - Obligations of any authority, commission or similar governmental organization existing...

Section 7307 - Corporate bonds - (a) In general.--Any interest-bearing obligation, including bonds, notes, debentures, and...

Section 7308 - Mortgages - One or more bonds or other obligations secured by one...

Section 7309 - Fractional interests - (a) Mortgages.--A fractional interest in an obligation naming a fiduciary...

Section 7310 - Stocks - (a) Preferred and common stock.--Preferred and common stock of any...

Section 7310.1 - Further investment authority - Unless a contrary intent is clearly expressed in the instrument,...

Section 7311 - Real estate - Real estate located in Pennsylvania, other than ground rents, shall...

Section 7312 - Ground rent - A ground rent secured upon unencumbered improved real estate located...

Section 7313 - Interest-bearing deposit - An interest-bearing deposit in any bank, bank and trust company,...

Section 7314 - Common trust fund and mortgage investment fund - Any corporate fiduciary and its co-fiduciary, if any, may invest...

Section 7314.1 - Mutual funds - Notwithstanding that a bank or trust company or an affiliate...

Section 7315 - Retention of investments - A fiduciary, if he exercises the same care and prudence...

Section 7315.1 - Retention of cash; temporary investments - (a) Uninvested cash.--A fiduciary may hold cash uninvested: (1) which...

Section 7316 - Life insurance, building and loan shares, and similar assets - A fiduciary receiving in kind a contract of life insurance,...

Section 7317 - Investments which become unauthorized - A fiduciary may retain without liability for resulting loss any...

Section 7318 - Court direction - A fiduciary appointed by the court and not acting under...

Section 7319 - Directions of testator or settlor - (a) General rule.--The testator or settlor in the instrument establishing...

Chapter 75 - Limitations on Exercise of Trustee Powers and Powers of Beneficiaries to Appoint Trustees

Extra - Chapter Notes - Enactment. Chapter 75 was added December 21, 1998, P.L.1067, No.141,...

Section 7501 - Legislative intent - This chapter is enacted to codify, clarify and confirm certain...

Section 7502 - Definitions - The following words and phrases when used in this chapter...

Section 7503 - Application of chapter - (a) General rule.--This chapter shall apply to: (1) Any trust...

Section 7504 - Certain trustee powers not exercisable - (a) General rule.--The following powers conferred by a governing instrument...

Section 7505 - Joint powers and appointment of nondisqualified substituted trustees - If a governing instrument contains a power proscribed under section...

Section 7506 - Certain powers of beneficiaries not exercisable - (a) General rule.--No beneficiary of a trust in an individual,...

Chapter 76 - Powers of Appointment

Extra - Chapter Notes - Enactment. Chapter 76 was added July 8, 2016, P.L.497, No.79,...

Section 7601 - Definitions - The following words and phrases when used in this chapter...

Section 7602 - Exercise of powers of appointment - (a) Broad power of appointment.--Subject to subsection (c), in the...

Section 7603 - Contract to exercise power - (a) Contract prohibited.--Unless the donor and donee are the same...

Section 7604 - Manner of appointment - (a) Outright or in trust.--Subject to section 7602(e) (relating to...

Section 7605 - Antilapse provision - (a) General rule.-- (1) Subject to paragraphs (2) and (3),...

Section 7606 - Partially effective exercise - In the absence of a contrary intent appearing in the...

Chapter 77 - Trusts

Extra - Chapter Notes - Enactment. Chapter 77 was added July 7, 2006, P.L.625, No.98,...

Section 7701 - Short title of chapter - UTC 101 - Subchapters A (relating to general provisions) through I (relating to...

Section 7702 - Scope of chapter - UTC 102 - This chapter applies to express trusts, charitable and noncharitable, and...

Section 7703 - Definitions - UTC 103 - The following words and phrases when used in this chapter...

Section 7704 - Knowledge - UTC 104 - (a) When person has knowledge.--For the purposes of this chapter...

Section 7705 - Trust instrument controls; mandatory rules - UTC 105 - (a) Trust instrument controls.--Except as provided in subsection (b), the...

Section 7706 - Common law of trusts; principles of equity - UTC 106 - The common law of trusts and principles of equity supplement...

Section 7707 - Governing law - UTC 107 - The meaning and effect of the provisions of a trust...

Section 7708 - Situs of trust - (a) Specified in trust instrument.--Without precluding other means for establishing...

Section 7709 - Methods and waiver of notice - UTC 109 - (a) Notice generally.--Notice to a person under this chapter or...

Section 7710 - Notice; others treated as beneficiaries - UTC 110 - (a) Notice.--Whenever notice to qualified or current beneficiaries of a...

Section 7710.1 - Nonjudicial settlement agreements - UTC 111 - (a) (Reserved). (b) General rule.--Except as otherwise provided in subsection...

Section 7710.2 - Rules of construction - UTC 112 - The rules of construction that apply in this Commonwealth to...

Section 7711 - Role of court in administration of trust - UTC 201 - (a) Judicial intervention.--The court may intervene in the administration of...

Section 7712 - Jurisdiction over trustee and beneficiary - UTC 202 - (a) Personal jurisdiction over trustee.--By accepting the trusteeship of a...

Section 7714 - Venue - UTC 204 - (a) General rule.--Except as otherwise provided in subsection (b), venue...

Section 7721 - Scope; definition of trust matter - (a) Scope.--This subchapter shall apply to this entire chapter unless...

Section 7722 - Representation of parties in interest in general - (a) Judicial proceeding.--In a judicial proceeding involving a trust matter,...

Section 7723 - Representatives and persons represented - The following rules except as set forth in paragraph (7)...

Section 7724 - Appointment of representative - Notwithstanding any other provision of this subchapter, if in any...

Section 7725 - Notice of representation - A person representing another must be given written notice by...

Section 7726 - Representation ineffective if person objects - Notwithstanding the provisions of this subchapter, a person may not...

Section 7731 - Creation of trust - UTC 401 - A trust may be created by: (1) transfer of property...

Section 7732 - Requirements for creation - UTC 402 - (a) Requirements.--A trust is created only if: (1) the settlor...

Section 7733 - Written trusts created in other jurisdictions - UTC 403 - A written trust not created by will is validly created...

Section 7734 - Trust purposes - UTC 404 - A trust may be created only to the extent its...

Section 7735 - Charitable purposes; enforcement - UTC 405 - (a) Purposes.--A charitable trust may be created for the relief...

Section 7736 - Creation of trust induced by fraud, duress or undue influence - UTC 406 - A trust or an amendment to a trust is voidable...

Section 7737 - Oral trusts unenforceable - Oral trusts are unenforceable in this Commonwealth.

Section 7738 - Trust for care of animal - UTC 408 - (a) Creation and termination.--A trust may be created to provide...

Section 7739 - Noncharitable trust without ascertainable beneficiary - UTC 409 - Except as otherwise provided in section 7738 (relating to trust...

Section 7740 - Termination of trusts; proceedings for termination or modification of trusts - UTC 410 - (a) Termination.--A trust terminates to the extent it is revoked...

Section 7740.1 - Modification or termination of noncharitable irrevocable trust by consent - UTC 411 - (a) Consent by settlor and beneficiaries.--A noncharitable irrevocable trust may...

Section 7740.2 - Modification or termination of noncharitable irrevocable trust by court - UTC 412 - (a) Unanticipated circumstances.--The court may modify the administrative or dispositive...

Section 7740.3 - Charitable trusts - UTC 413 - (a) General rule.--Except as otherwise provided in subsection (b), if...

Section 7740.4 - Modification or termination of noncharitable trust - UTC 414 - (a) Trustee's authority.--A trustee of a noncharitable trust may terminate...

Section 7740.5 - Reformation to correct mistakes - UTC 415 - The court may reform a trust instrument, even if unambiguous,...

Section 7740.6 - Modification to achieve settlor's tax objectives - UTC 416 - The court may modify a trust instrument in a manner...

Section 7740.7 - Division of trusts - (a) Without court approval.--A trustee may, without court approval, divide...

Section 7740.8 - Combination of trusts - (a) With court approval.--The court, for cause shown, may authorize...

Section 7741 - Rights of beneficiary's creditor or assignee - UTC 501 - A judgment creditor or assignee of the beneficiary may reach...

Section 7742 - Spendthrift provision - UTC 502 - (a) Validity.--A spendthrift provision is valid only if it restrains...

Section 7743 - Exceptions to spendthrift provision - UTC 503 - (a) (Reserved). (b) Who may override.--A spendthrift provision is unenforceable...

Section 7744 - Discretionary trusts; effect of standard - UTC 504 - (a) (Reserved). (b) Distribution not compelled.--Except as otherwise provided in...

Section 7745 - Creditor's claim against settlor - UTC 505(a) - Whether or not a trust instrument contains a spendthrift provision...

Section 7746 - Overdue distribution - UTC 506 - (a) Distribution not made within reasonable time.--Whether or not the...

Section 7747 - Personal obligations of trustee - UTC 507 - Trust property is not subject to personal obligations of the...

Section 7748 - Property subject to power of withdrawal - UTC 505(b) - Trust property that is subject to a power of withdrawal,...

Section 7751 - Capacity of settlor of revocable trust - UTC 601 - The capacity required to create, amend, revoke or add property...

Section 7752 - Revocation or amendment of revocable trust - UTC 602 - (a) Power to revoke or amend.--The settlor may revoke or...

Section 7753 - Trustee's duties; powers of withdrawal - UTC 603 - (a) Power of settlor.--Regardless of the legal capacity of the...

Section 7754 - Actions contesting validity of revocable trust - (a) How action may be commenced.--A person having standing to...

Section 7755 - Claims and distribution after settlor's death - (a) Creditors' rights.--Creditors of the settlor of a revocable trust...

Section 7761 - Accepting or declining trusteeship - UTC 701 - (a) Accepting trusteeship.--Except as otherwise provided in subsection (c), a...

Section 7762 - Trustee's bond - UTC 702 - (a) When required.--A trustee shall give bond to secure performance...

Section 7763 - Cotrustees - UTC 703 - (a) Majority decision.--Cotrustees who do not reach a unanimous decision...

Section 7764 - Vacancy in trusteeship; appointment of successor - UTC 704 - (a) When vacancy occurs.--A vacancy in a trusteeship occurs if:...

Section 7765 - Resignation of trustee; filing resignation - (a) Court approval.--(Deleted by amendment). (a.1) General rule.--A trustee may...

Section 7766 - Removal of trustee - UTC 706 - (a) Request to remove trustee; court authority.--The settlor, a cotrustee...

Section 7767 - Delivery of property by former trustee - UTC 707 - (a) Duties and powers of trustee.--Unless a cotrustee remains in...

Section 7768 - Compensation of trustee - UTC 708 - (a) If unspecified.--If neither the trust instrument nor a separate...

Section 7769 - Reimbursement of expenses - UTC 709 - (a) Reimbursement from trust property.--A trustee is entitled to be...

Section 7770 - Liability of successor trustee - A successor trustee shall not be personally liable for the...

Section 7771 - Duty to administer trust - UTC 801 - Upon acceptance of a trusteeship, the trustee shall administer the...

Section 7772 - Duty of loyalty - UTC 802 - (a) Duty of trustee.--A trustee shall administer the trust solely...

Section 7773 - Impartiality - UTC 803 - If a trust has two or more beneficiaries, the trustee...

Section 7774 - Prudent administration - UTC 804 - A trustee shall administer the trust as a prudent person...

Section 7775 - Costs of administration - UTC 805 - In administering a trust, the trustee may incur only costs...

Section 7776 - Trustee's skills - UTC 806 - A trustee who has special skills or expertise relevant to...

Section 7777 - Delegation by trustee - (a) Standards for delegation.--A trustee may delegate duties and powers...

Section 7778 - Powers to direct - UTC 808 - (a) Direction of settlor.--While a trust is revocable, the trustee...

Section 7779 - Control and protection of trust property - UTC 809 - A trustee shall take reasonable steps to take control of...

Section 7780 - Recordkeeping and identification of trust property - UTC 810 - (a) Records.--A trustee shall keep adequate records of the administration...

Section 7780.1 - Enforcement and defense of claims - UTC 811 - Except as provided in section 7770 (relating to liability of...

Section 7780.3 - Duty to inform and report - (a) Duty to respond to requests.--A trustee shall promptly respond...

Section 7780.4 - Discretionary powers - The trustee shall exercise a discretionary power in good faith...

Section 7780.5 - Powers of trustees - UTC 815 - (a) Exercise of power.--Except as otherwise provided in the trust...

Section 7780.6 - Illustrative powers of trustee - (a) Listing.--The powers which a trustee may exercise pursuant to...

Section 7780.7 - Distribution upon termination - Upon the occurrence of an event terminating or partially terminating...

Section 7781 - Remedies for breach of trust - UTC 1001 - (a) What constitutes breach of trust.--A violation by a trustee...

Section 7782 - Damages for breach of trust - UTC 1002 - (a) Liability for breach of trust.--A trustee who commits a...

Section 7783 - Damages in absence of breach - UTC 1003 - (a) Profit.--A trustee is accountable to an affected beneficiary for...

Section 7785 - Limitation of action against trustee - (a) Imposed by trustee's written reports.-- (1) A beneficiary is...

Section 7786 - Reliance on trust instrument - UTC 1006 - A trustee who acts in reasonable reliance on the express...

Section 7787 - Event affecting administration or distribution - UTC 1007 - If the happening of an event, including marriage, divorce, performance...

Section 7788 - Exculpation of trustee - UTC 1008 - (a) When exculpatory provision unenforceable.--A provision of a trust instrument...

Section 7789 - Beneficiary's consent, release or ratification - UTC 1009 - A trustee is not liable to a beneficiary for breach...

Section 7790 - Limitation on personal liability of trustee - UTC 1010 - (a) When trustee not personally liable.--Except as otherwise provided in...

Section 7790.1 - Interest as general partner - UTC 1011 - (a) Contractual liability.--Except as otherwise provided in subsection (c) or...

Section 7790.2 - Protection of person dealing with trustee - UTC 1012 - (a) (Reserved). (a.1) Protection from liability.--Unless a person assisting or...

Section 7790.3 - Certification of trust - UTC 1013 - (a) Contents of certification.--Instead of furnishing a copy of the...

Section 7791 - Abandonment of property - If any property is so burdensome or is so encumbered...

Section 7792 - Powers, duties and liabilities identical with personal representatives - The provisions concerning the powers, duties and liabilities of a...

Section 7793 - Effect of removal, or of probate of later will or codicil - (a) No impeachment.--No act of administration performed by a testamentary...

Section 7794 - Title of purchaser - If the trustee has given a bond as required in...

Section 7795 - Reports for school district trustees - (a) Scope.--This section applies if a school district is a...

Section 7796 - Jurisdiction - Notwithstanding 42 Pa.C.S. § 931 (relating to original jurisdiction and...

Section 7797 - Filing accounts - (a) When to file.--A trustee shall file an account of...

Section 7798 - Failure to present claim at audit - (a) Applicability.--This section applies to a person that, at the...

Section 7799 - Income on distributive shares - Except as otherwise provided by the trust instrument or by...

Section 7799.1 - Annexation of account of distributed estate or trust - A trustee who has received property from a personal representative...

Section 7799.2 - Accounts, audits and distributions - The provisions concerning accounts, audits and distributions in trust estates...

Section 7799.3 - Pooled trusts for individuals with disabilities - (a) Scope.--This section relates to pooled trusts. (b) Organization of...

Chapter 79 - Charitable Instruments

Extra - Chapter Notes - Enactment. Chapter 79 was added July 8, 2016, P.L.497, No.79,...

Section 7901 - Short title of chapter - This chapter shall be known and may be cited as...

Section 7902 - Definitions - The following words and phrases when used in this chapter...

Section 7903 - Deemed provisions of governing instrument - (a) Effect of deemed provisions.--The governing instrument of a charitable...

Section 7904 - Power to amend governing instrument - The trustees or directors of every charitable organization have the...

Section 7905 - Court authority - Nothing in this chapter precludes a court of competent jurisdiction...

Section 7906 - Applicability - This chapter shall apply to: (1) A charitable organization created...

Chapter 81 - Principal and Income

Extra - Chapter Notes - Enactment. Chapter 81 was added May 16, 2002, P.L.330, No.50,...

Section 8101 - Short title of chapter - This chapter shall be known and may be cited as...

Section 8102 - Definitions - The following words and phrases when used in this chapter...

Section 8103 - Fiduciary duties; general principles - (a) Allocation.--In allocating receipts and disbursements to or between principal...

Section 8104 - Trustee's power to adjust - (a) Adjustment.--Subject to subsections (c) and (f), a trustee may...

Section 8105 - Power to convert to unitrust - (a) Conversion.--Unless expressly prohibited by the governing instrument, a trustee...

Section 8106 - Judicial control of discretionary powers - (a) Standard of review.--A court shall not change a fiduciary's...

Section 8107 - Express trusts - (a) General rule.--In the absence of a contrary intent appearing...

Section 8113 - Charitable trusts - (a) Election.--Notwithstanding the foregoing provisions of this chapter, the trustee...

Section 8121 - Determination and distribution of net income - After a decedent dies in the case of an estate...

Section 8122 - Distribution to residuary and remainder beneficiaries - (a) Distribution of net income.--Each beneficiary described in section 8121(4)...

Section 8131 - When right to income begins and ends - (a) Accrual of income interest.--An income beneficiary is entitled to...

Section 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...

Section 8133 - Apportionment when income interest ends - (a) End of mandatory income interest.--When a mandatory income interest...

Section 8141 - Character of receipts - (a) Allocation to income.--Except as otherwise provided in this section,...

Section 8142 - Distribution from trust or estate - A trustee shall allocate to income an amount received as...

Section 8143 - Business and other activities conducted by trustee - (a) Separate accounting for business or activity.--If a trustee that...

Section 8144 - Principal receipts - A trustee shall allocate to principal any of the following:...

Section 8145 - Rental property - (a) Rent.--To the extent that a trustee accounts for receipts...

Section 8146 - Obligation to pay money - (a) Interest allocated to income.--An amount received as interest, whether...

Section 8147 - Insurance policies and similar contracts - (a) General rule.-- (1) Except as otherwise provided in subsection...

Section 8148 - Insubstantial allocations not required - If a trustee determines that an allocation between principal and...

Section 8149 - Retirement benefits, individual retirement accounts, deferred compensation, annuities and similar payments - (a) General rule.-- (1) The trustee shall allocate to income...

Section 8150 - Liquidating asset - (a) Allocation.--A trustee shall allocate to income 10% of the...

Section 8151 - Minerals, water and other natural resources - (a) Allocation for receipts from minerals and other natural resources.--To...

Section 8152 - Timber - (a) Allocation of net receipts.--To the extent that a trustee...

Section 8153 - Property not productive of income - (a) General rule.--If a Federal estate or gift tax marital...

Section 8154 - Derivatives and options - (a) Derivatives.--To the extent that a trustee does not account...

Section 8155 - Asset-backed securities - (a) General rule.--If a trust receives a payment from interest...

Section 8161 - Mandatory disbursements from income - A trustee shall make the following disbursements from income: (1)...

Section 8162 - Mandatory disbursements from principal - (a) Mandatory disbursements.--A trustee shall make the following disbursements from...

Section 8163 - Discretionary allocation of disbursements - Subject to sections 8161 (relating to mandatory disbursements from income)...

Section 8164 - Transfers from income to principal for depreciation - (a) Transfers.--A trustee may transfer to principal a reasonable amount...

Section 8165 - Transfers from income to reimburse principal - (a) Permissible reimbursements.--A trustee may transfer an appropriate amount from...

Section 8166 - Income taxes - (a) Receipts allocated to income.--A tax required to be paid...

Section 8167 - Adjustments between principal and income because of taxes - A trustee may make adjustments between principal and income to...

Section 8191 - Uniformity of application and construction - In applying and construing this chapter, consideration shall be given...

Chapter 82 - Revised Price Act (Repealed)

Extra - Chapter Notes - Prior Provisions. Similar provisions were formerly contained in Chapter 82...

Chapter 83 - Inalienable Property

Extra - Chapter Notes - Enactment. Chapter 83 was added December 10, 1974, P.L.867, No.293,...

Section 8301 - Powers of court to authorize sale, etc. of real property - The court of common pleas, operating through its appropriate division,...

Section 8302 - Venue where real property is wholly in one county - In all proceedings under the provisions of this chapter involving...

Section 8303 - Venue where real property is in more than one county - In all proceedings under the provisions of this chapter involving...

Section 8304 - Procedure - All jurisdiction conferred by this chapter shall be exercised on...

Section 8305 - Sale of real property subject to future inalienable interests; disposition of proceeds - Where real property is held by a person or persons...

Section 8306 - Title of purchaser - If such bond, if any, as has been required by...

Chapter 84 - Military Service

Extra - Chapter Notes - Enactment. Chapter 84 was added June 30, 1972, P.L.508, No.164,...

Section 8411 - Notice of action to United States Veterans' Bureau - In any action brought under any law of this Commonwealth...

Section 8412 - Veterans' Bureau's objection to account; costs - In any action or proceeding wherein the attorney of the...

Chapter 85 - Simultaneous Death

Extra - Chapter Notes - Enactment. Chapter 85 was added June 30, 1972, P.L.508, No.164,...

Section 8501 - No sufficient evidence of survivorship - Where the title to property or the devolution thereof depends...

Section 8502 - Beneficiaries of another person's disposition of property - Where two or more beneficiaries are designated to take successively...

Section 8503 - Joint tenants or tenants by the entirety - Where there is no sufficient evidence that two joint tenants...

Section 8504 - Insurance policies - Where the insured and the beneficiary in a policy of...

Section 8505 - Chapter does not apply if decedent provides otherwise - This chapter shall not apply in the case of wills,...

Chapter 86 - Anatomical Gifts

Extra - Chapter Notes - Enactment. Chapter 86 was added December 1, 1994, P.L.655, No.102,...

Section 8601 - Definitions - The following words and phrases when used in this chapter...

Section 8610 - Scope of subchapter - Nothing in this subchapter shall be construed to authorize the...

Section 8611 - Persons who may execute anatomical gift - (a) General rule.--Any individual of sound mind and 18 years...

Section 8612 - Persons who may become donees; purposes for which anatomical gifts may be made - (a) Donees.--An anatomical gift may be made to any of...

Section 8613 - Manner of executing anatomical gifts - (a) Gifts by will.--A gift of all or part of...

Section 8614 - Delivery of document of gift - If the gift is made by the donor to a...

Section 8615 - Amendment or revocation of gift - (a) Document delivered to donee.--If the will, card or other...

Section 8616 - Rights and duties at death - (a) Donees and relatives.--The donee may accept or reject the...

Section 8617 - Requests for anatomical gifts - (a) Procedure.--A hospital located in this Commonwealth shall notify the...

Section 8618 - Voluntary contribution system (Repealed) - 1997 Repeal. Section 8618 was repealed May 7, 1997, P.L.85,...

Section 8619 - Use of driver's license or identification card to indicate organ or tissue donation - (a) General rule.--The Department of Transportation shall redesign the driver's...

Section 8620 - Police and emergency personnel responsibilities - Police and emergency personnel responding to the scene of an...

Section 8621 - The Governor Robert P. Casey Memorial Organ and Tissue Donation Awareness Trust Fund contributions - (a) Driver's license.-- (1) Beginning as soon as practicable, but...

Section 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...

Section 8623 - Confidentiality requirement - (a) General rule.--Except as provided in subsection (b), no organ...

Section 8624 - Prohibited activities - (a) Affiliates.--(Deleted by amendment). (b) Unfair acts.--(Deleted by amendment). (c)...

Section 8625 - Promotion of organ and tissue donation; Donate Life PA Registry established - (a) Promotion.--The Department of Transportation shall ensure access by residents...

Section 8626 - Facilitation of anatomical gift from decedent whose death is under investigation - (a) Applicability of section.--This section shall apply in all cases...

Section 8626.1 - Notification by coroners and medical examiners to district attorneys - (a) Applicability.--This section shall apply in all cases when the...

Section 8626.2 - Discretionary notification by coroner or medical examiner - (a) Notification.--Except as set forth in subsection (b), a coroner...

Section 8627 - Collaboration among departments and organ procurement organizations - (a) Mandatory.-- (1) For purposes of the ongoing development and...

Section 8627.1 - Information relative to organ and tissue donation - (a) Model curriculum.--Within nine months of the effective date of...

Section 8628 - Requirements for physician and nurse training relative to organ and tissue donation and recovery - The State Board of Medicine, the State Board of Osteopathic...

Section 8629 - Department of Transportation - The following shall apply: (1) The Secretary of Transportation shall...

Section 8630 - Department of Corrections - The Department of Corrections shall, in consultation with an organ...

Section 8631 - Study of organ procurement organizations - (a) Study.--The Legislative Budget and Finance Committee shall conduct a...

Section 8632 - Relation to Electronic Signatures in Global and National Commerce Act - This chapter modifies, limits and supersedes the Electronic Signatures in...

Section 8641 - § 8642 - (Repealed) - (a) General rule.--On a request from an authorized official of...

Section 8651 - Scope of subchapter - This subchapter applies exclusively to hands, facial tissue, limbs and...

Section 8652 - Intent of General Assembly - It is the intent of the General Assembly to provide...

Section 8653 - Definitions - The following words and phrases when used in this subchapter...

Section 8654 - Requirement of explicit, specific and separate authorization - The following apply: (1) An individual of sound mind who...

Section 8655 - Agents, next of kin and other surrogate decision makers - The following apply: (1) Subject to paragraph (2), a surrogate...

Section 8656 - Procedure for requesting hands, facial tissue, limbs and other vascularized composite allografts - The following applies to organ procurement organizations, health care professionals,...

Section 8657 - Gift of vascularized composite allograft from decedent whose death is under investigation - (a) Applicability.--This section shall apply in all cases when the...

Section 8657.1 - Notification by coroners and medical examiners to district attorneys - (a) Applicability.--This section shall apply in all cases when the...

Section 8658 - Gifts of vascularized composite allografts - (a) Gift.--The following apply to vascularized composite allografts: (1) If...

Section 8659 - Rights and protections for certain individuals - (a) General rule.--An individual who is in need of a...

Section 8660 - Law on autopsies applicable - (a) General rule.--Subject to the provisions of section 8657 (relating...

Section 8661 - Vital records - An organ procurement organization may, upon request and payment of...

Section 8662 - Donees and vascularized composite allografts - The following persons may become donees of gifts of vascularized...

Section 8663 - Dissemination of information prohibited - (a) General rule.--Except as provided in subsection (b), no organ...

Section 8664 - Prohibited conduct - (a) General rule.--An organ procurement organization, an eye bank or...

Section 8665 - Funeral establishments - (a) General rule.--Except as set forth in subsection (b), a...

Section 8666 - Limitation on liability - A person who acts in good faith in accordance with...

Chapter 87 - Employee Benefits

Extra - Chapter Notes - Enactment. Chapter 87 was added June 30, 1972, P.L.508, No.164,...

Section 8701 - Existing trusts may continue for term necessary to accomplish purpose - Any trust created prior to January 1, 1948, primarily for...

Section 8702 - Combining trusts - Whenever two or more trusts heretofore have been or hereafter...

Section 8703 - Transfer of assets to corporate trustee; investments; common trust funds - The trustee or trustees of any employee-benefit plan, such as...

Section 8704 - Payments upon employee's death; third party claims - The trustee, custodian or committee charged with the responsibility of...

Chapter 88 - Slayers

Extra - Chapter Notes - Enactment. Chapter 88 was added June 30, 1972, P.L.508, No.164,...

Section 8801 - Definition of terms - As used in this chapter: "Slayer." Means any person who...

Section 8802 - Slayer not to acquire property as result of slaying - No slayer shall in any way acquire any property or...

Section 8803 - Descent, distribution, dower, curtesy, and statutory rights as survivor - The slayer shall be deemed to have predeceased the decedent...

Section 8804 - Legacies - Property which would have passed to or for the benefit...

Section 8805 - Tenancies by the entirety - One-half of any property held by the slayer and the...

Section 8806 - Joint tenants, joint owners and joint obligees - (a) Joint ownership by slayer and decedent.--One-half of any property...

Section 8807 - Reversions and vested remainders - Property in which the slayer holds a reversion or vested...

Section 8808 - Interests dependent on survivorship or continuance of life - Any interest in property, whether vested or not, held by...

Section 8809 - Contingent remainders and executory or other future interests - As to any contingent remainder or executory or other future...

Section 8810 - Powers of appointment - (a) Property appointed by will.--Property appointed by the will of...

Section 8811 - Proceeds of insurance - (a) Policies on life of decedent.--Insurance proceeds payable to the...

Section 8812 - Bona fide payment by insurance company or obligor - Any insurance company making payment according to the terms of...

Section 8813 - Bona fide purchasers - The provisions of this chapter shall not affect the rights...

Section 8814 - Record of conviction as evidence - The record of his conviction of having participated in the...

Section 8814.1 - Preadjudication rule - (a) General rule.--If a person has been charged, whether by...

Section 8815 - Broad construction; policy of State - This chapter shall not be considered penal in nature, but...

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Pennsylvania Consolidated & Unconsolidated Statutes Title 20 - DECEDENTS, ESTATES AND FIDUCIARIES

Pennsylvania Consolidated & Unconsolidated Statutes
Title 20 - DECEDENTS, ESTATES AND FIDUCIARIES