Pennsylvania Probate Estates and Fiduciaries Code - Print Version

Bisel Publishing


5th Edition


2024 Supplement Authors: LISA M. RHODE and W. STEVEN WOODWARD
1 Volume, Loose-leaf
Main Text Published: January 2021 (5th Edition)
(Previous Editions:1975, 1999, 2006, and 2013)
Most recent supplement/update: 2024 supplement; released February 2024.
Library of Congress Number: 2013951293
ISBN: 978-1-7325640-8-4


This handy reference book assembles in one place all the material dealing with each section of the Probate, Estates and Fiduciaries Code.  Designed as a companion to the PEF Code, this publication offers subscribers:

  • The full text of the Pennsylvania Probate, Estates and Fiduciaries Code (20 Pa. C.S.), organized by statutory section
  • Official Comment to the Code
  • Prior statutory references (including all Pamphlet Law references)
  • Official Comment to prior statutory references
  • Cross-references to Orphans’ Court Rules and many other reference materials
  • Sample forms including petitions, pleadings and other documents

First Comprehensive Codification
The Probate, Estates and Fiduciaries Code reorganized all of the previously existing separate acts dealing with wills, decedents' estates, trusts, minors' estates, incompetents' estates and fiduciaries in general, into one code. The PEF Code is especially notable in that it was the first comprehensive codification of Pennsylvania law enacted as part of the Pennsylvania Consolidated Statutes, with the PEF Code appearing as Title 20. This book contains the full text of the Code.

Convenient One Volume Reference — Full Text of Act
It was felt that more than the Code itself was needed to aid the busy practitioner, and thus this book is designed to function in addition as a companion piece to the PEF Code, assembling in one place references to all material dealing with each section—a perfect working combination. Section numbers of the book are identical to section numbers of the PEF Code. The full text of each section of the Code as amended to date is set forth in bold face type, followed by such of the following as are appropriate to that section:

    • PEF Code Official Comment
    • Prior Statutory References (including all Pamphlet Law references to amending Acts for the convenience of those who must trace effective dates of changes)
    • Official Comment to prior statutory references (unless otherwise noted such comments are to statute as originally enacted)
    • Cross-References to other research texts
    • Form—Where deemed of practical assistance (within the parameter of keeping the book to a useful size), a sample form of petition, pleading, or other document is included.


    1. Short Title and Definitions
    3. Ownership of Property, Legal Title and Equitable Estate
    7. Orphans' Court Divisions
        A. Organization
        B. Jurisdiction
        C. Venue
        D. Judges (Repealed)
        E. Duties of The Clerk and Sheriff
        F. Masters, Auditors, Examiners, Guardians Ad Litem and Trustees Ad Litem
        G. Procedure
    9. Register of Wills
        A. Jurisdiction and Powers
        B. Records and Certified Copies
    21. Intestate Succession
    22. Elective Share of Surviving Spouse
    25. Wills
    27. Contractual Arrangements Relating To Succession
    28. Formula Clauses for Federal Tax Purposes
    31. Dispositions Independent of Letters; Family Exemption; Probate of Wills and Grant of Letters
        A. Dispositions Independent of Letters
        B. Family Exemption
        C. Probate
        D. Grant of Letters
        E. Personal Representative; Bond
        F. Personal Representative; Revocation of Letters; Removal and Discharge
    33. Administration and Personal Representatives
        A. Inventory
        B. Personal Representatives; Powers, Duties and Liabilities
        C. Sales, Pledges, Mortgages, Leases, Options and Exchanges
        D. Abatement, Survival and Control of Actions
        E. Claims; Charges; Rights of Creditors
    35. Accounts and Distribution
        A. Accounts
        B. Audits
        C. Review
        D. Distribution
        E. Rights of Distributees
        F. Legacies, Annuities, and Other Charges
    37. Apportionment of Death Taxes
    41. Foreign Fiduciaries
        A. Power and Duties
        B. Distributions To Foreign Fiduciaries
        C. Transfer of Administration
    43. Temporary Fiduciaries
    45. Sureties
        A. Rights In Administration
        B. Enforcement of Bond
    51. Minors
        A. Small Estates
        B. Appointment of Guardian
        C. Bond
        D. Removal and Discharge
        E. Powers, Duties and Liabilities; In General
        F. Sales, Pledges, Mortgages, Leases, Options and Exchanges
        G. Accounts, Audits, Reviews, Distribution
    53. Pennsylvania Uniform Transfers To Minors Act
    54. Health Care
        A. General Provisions
        B. Living Wills
        C. Health Care Agents and Representatives
        D. Combined Form
        E. Out-of-Hospital Nonresuscitation
    55. Incapacitated Persons
        A. General Provisions
        B. Small Estates
        C. Appointment of Guardian; Bonds; Removal and Discharge
        D. Powers, Duties and Liabilities of Guardians
        E. Accounts, Audits, Reviews and Distribution
        F. Guardian Support
    56. Powers of Attorney
    57. Absentees and Presumed Decedents
    58. Mental Health Care
        A. General Provisions
        B. Mental Health Declarations
        C. Mental Health Powers of Attorney
    59 Uniform Adult Guardianship And Protective Proceedings Jurisdiction
        A. General Provisions
        B. Jurisdiction
        C. Transfer of Guardianship or Conservatorship
        D. Registration and Recognition of Orders from Other States
        E. Miscellaneous Provisions
    61. Estates
    62. Disclaimers
    63. Multiple-Party Accounts
    64. Transfer on Death Security Registration
    71. Trust Estates (7101-7192 Deleted by 2006 Act No. 98, Effective Nov. 6, 2006)
    72. Prudent Investor Rule
    73. Municipalities Investments
    75. Limitations on Exercise of Trustee Powers and Powers of Beneficiaries to Appoint Trustees
    77. Trusts
        A. General Provisions
        B. Judicial Proceeding
        C. Representation
        D. Creation, Validity, Modification and Termination of Trust
        E. Creditor's Claims; Spendthrift and Discretionary Trusts
        F. Revocable Trusts
        G. Office of Trustee
        H. Duties and Powers of Trustee
        I. Liability of Trustees and Rights of Persons Dealing with Trustees
        J. Miscellaneous Provisions
    81. Principal and Income
        A. Preliminary Provisions; Power to Adjust; Power to Convert to Unitrust
        B. Decedent's Estate or Terminating Income Interest
        C. Apportionment at Beginning and End of Income Interest
        D. Allocation of Receipts During Administration of Trust
        E. Allocation of Disbursements During Administration of Trust
        F. (Reserved)
        G. (Reserved)
        H. Miscellaneous Provisions
    83. Inalienable Property
    84. Military Service
    85. Simultaneous Death
    86. Anatomical Gifts
        A. General Provisions
        B. Express Anatomical Gifts
        C. Corneal Transplants
    87. Employee Benefits
    88. Slayers