reglab/housing_qa huggingface dataset:
20 PA Cons Stat § 7503 (2021)
2021 Pennsylvania Consolidated & Unconsolidated Statutes|Title 20 - DECEDENTS, ESTATES AND FIDUCIARIES|Chapter 75 - Limitations on Exercise of Trustee Powers and Powers of Beneficiaries to Appoint Trustees|Section 7503 - Application of chapter

 § 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 instrument expressly provides that this chapter does not apply.  (2) Any trust created under a governing instrument executed before March 21, 1999, unless all interested parties affirmatively elect on or before December 21, 2001, by a written declaration signed by or on behalf of each interested party and delivered to the trustee, not to be subject to the application of this chapter. In the case of a testamentary trust, the declarations shall be filed with the register in the county in which the will was admitted to probate.  (b) Exclusion.--This chapter shall not apply to:  (1) Any trust during the time that the trust is revocable or amendable by its settlor. (2) A spouse of a decedent or settlor where the spouse is the trustee of a testamentary or inter vivos trust for which a marital deduction has been allowed.  (3) (Deleted by amendment). (4) A trust under a governing instrument that by specific reference expressly rejects the application of this chapter.  (5) (Deleted by amendment).  (July 7, 2006, P.L.625, No.98, eff. 60 days)   2006 Amendment. Act 98 amended subsec. (b).  Cross References. Section 7503 is referred to in section 7502 of this title.
20 PA Cons Stat § 7505 (2021)
2021 Pennsylvania Consolidated & Unconsolidated Statutes|Title 20 - DECEDENTS, ESTATES AND FIDUCIARIES|Chapter 75 - Limitations on Exercise of Trustee Powers and Powers of Beneficiaries to Appoint Trustees|Section 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 powers not exercisable), the following shall apply:  (1) If the power is conferred on two or more trustees, it may be exercised by the trustee or trustees who are not so prohibited as if they were the only trustee or trustees.  (2) If there is no trustee in office who can exercise the power as provided in paragraph (1), the court, upon petition and hearing after such notice as it may direct, shall appoint a trustee who is not disqualified and whose term in office shall be as the court directs for the sole purpose of exercising the powers that the other trustees cannot exercise.
20 PA Cons Stat § 7506 (2021)
2021 Pennsylvania Consolidated & Unconsolidated Statutes|Title 20 - DECEDENTS, ESTATES AND FIDUCIARIES|Chapter 75 - Limitations on Exercise of Trustee Powers and Powers of Beneficiaries to Appoint Trustees|Section 7506 - Certain powers of beneficiaries not exercisable

§ 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 and appoint in place of the trustee so removed a trustee who is related or subordinate to the beneficiary within the meaning of section 672(c) of the Internal Revenue Code of 1986 (Public Law 99-514, 26 U.S.C. § 672(c)) in each case unless:  (1) the trustee's discretionary power to make distributions to or for the beneficiary is limited by an ascertainable standard relating to the beneficiary's health, education, support or maintenance within the meaning of sections 2041 and 2514 of the Internal Revenue Code of 1986 (26 U.S.C. §§ 2041 and 2514);  (2) the trustee's discretionary power may not be exercised to satisfy any of the beneficiary's legal obligations for support or other purposes; and  (3) the trustee's discretionary power may not be exercised to grant to the beneficiary a general power to appoint property of the trust to the beneficiary, the beneficiary's estate or the creditors of either within the meaning of section 2041 of the Internal Revenue Code of 1986 (26 U.S.C. § 2041).  (b) Exceptions.--This section shall not apply:  (1) if the appointment of the trustee by the beneficiary may be made only in conjunction with another person having a substantial interest in the property of the trust subject to the power which is adverse to the exercise of the power in favor of the beneficiary within the meaning of section 2041(b)(1)(C)(ii) of the Internal Revenue Code of 1986 (26 U.S.C. § 2041(b)(1)(C)(ii)) or the appointment is in conformity with a procedure governing appointments approved by the court before December 21, 1998;  (2) to any beneficiary who possesses in an individual capacity an unlimited right to withdraw the entire principal of the trust or has a general testamentary power of appointment over the entire principal of the trust; or  (3) to a trust created under a governing instrument executed on or before March 21, 1999, if no part of the principal of the trust would have been included in the gross estate of the beneficiary for Federal estate tax purposes if the beneficiary had died on March 21, 1999.   (July 7, 2006, P.L.625, No.98, eff. 60 days)
20 PA Cons Stat § 7601 (2021)
2021 Pennsylvania Consolidated & Unconsolidated Statutes|Title 20 - DECEDENTS, ESTATES AND FIDUCIARIES|Chapter 76 - Powers of Appointment|Section 7601 - Definitions

§ 7601. 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 otherwise:  "Broad power of appointment." A power of appointment that the donee may exercise in favor of any one or more of the following:  (1) One or more persons selected by the donee. (2) The donee. (3) The donee's estate. (4) Every person other than the donee, the donee's creditors, the donee's estate or the creditors of the donee's estate.  "Limited power of appointment." A power of appointment that is not a broad power of appointment. The term includes a power to appoint to the donee's creditors or the creditors of the donee's estate.
20 PA Cons Stat § 7603 (2021)
2021 Pennsylvania Consolidated & Unconsolidated Statutes|Title 20 - DECEDENTS, ESTATES AND FIDUCIARIES|Chapter 76 - Powers of Appointment|Section 7603 - Contract to exercise power

§ 7603. Contract to exercise power. (a) Contract prohibited.--Unless the donor and donee are the same person, the donee of a power of appointment that is not presently exercisable may not contract to exercise the power.  (b) Actions for recovery.--A prohibited contract under subsection (a), if made, may not be the basis of an action for specific performance or damages, but the promisee can obtain restitution from the donee of the value given for the promise, unless the donee has exercised the power pursuant to the contract.  (c) No limitation on disclaimer or release.--This section does not limit the power of a donee to disclaim or release a power of appointment in whole or in part.
20 PA Cons Stat § 7604 (2021)
2021 Pennsylvania Consolidated & Unconsolidated Statutes|Title 20 - DECEDENTS, ESTATES AND FIDUCIARIES|Chapter 76 - Powers of Appointment|Section 7604 - Manner of appointment

§ 7604. Manner of appointment. (a) Outright or in trust.--Subject to section 7602(e) (relating to exercise of powers of appointment), unless expressly prohibited by the instrument creating a power of appointment, a donee may exercise a power by appointing in any manner, including, but not limited to:  (1) Appointing outright to one or more objects of the power. (2) Appointing to one or more trustees to hold the appointive property in trust for the benefit of one or more objects of the power and specifying the terms and administrative provisions of the trust and the powers and duties of the trustees, even if the trustees themselves are not objects of the power.  (3) Creating a broad or limited power of appointment exercisable by any one or more objects of the original power to whom the donee could have appointed outright, even if some of the objects of the new power are not among the objects of the original power, provided that if the original power is a limited power, other than a power to appoint to the donee's creditors or the creditors of the donee's estate:  (i) All the objects of the original power are among the objects of the new power. (ii) All the takers in default of exercise of the new power are among the objects of the original power.  (b) Exclusive and nonexclusive powers.--Unless the instrument creating a power of appointment expressly specifies a minimum share of, a minimum pecuniary amount of or a particular item of appointive property to be appointed to an object of the power, the donee may exclude any object of the power as the donee deems appropriate.
20 PA Cons Stat § 7605 (2021)
2021 Pennsylvania Consolidated & Unconsolidated Statutes|Title 20 - DECEDENTS, ESTATES AND FIDUCIARIES|Chapter 76 - Powers of Appointment|Section 7605 - Antilapse provision

§ 7605. Antilapse provision. (a) General rule.-- (1) Subject to paragraphs (2) and (3), in the absence of a contrary intent appearing in the instrument creating a power of appointment or, in the donee's instrument, exercising the power, an exercise of the power of appointment in favor of any of the following, whether designated by name or as one of a class, shall not fail if the appointee is not living at the time the appointment becomes effective:  (i) A child or other issue of the donee. (ii) A brother or sister of the donee. (iii) A child of a brother or sister of the donee. (2) Paragraph (1) applies if: (i) One or more issues of the appointee are living at the time the appointment becomes effective.  (ii) The issue under subparagraph (i), per stirpes, are objects of the power. (3) The property appointed to the deceased appointee shall pass per stirpes to the appointee's issue living at the time the appointment becomes effective, but the appointment to a brother or sister or child of a brother or sister of the donee shall fail to the extent the property would pass to the spouse or issue of the donee if the appointment were to lapse.  (b) Lapsed share of residue.--In the absence of a contrary intent appearing in the donee's instrument exercising a power of appointment, if an appointment of an amount or share of the residue of the property subject to the power fails, the amount or share shall pass to the other appointees of the residue of the property subject to the power, if any, in proportion to their shares in the residue of the property subject to the power.
20 PA Cons Stat § 7606 (2021)
2021 Pennsylvania Consolidated & Unconsolidated Statutes|Title 20 - DECEDENTS, ESTATES AND FIDUCIARIES|Chapter 76 - Powers of Appointment|Section 7606 - Partially effective exercise

§ 7606. Partially effective exercise. In the absence of a contrary intent appearing in the instrument creating a power of appointment or in the donee's instrument exercising the power, a partially ineffective exercise of a power of appointment shall not make ineffective any otherwise effective portion of the exercise, unless the appointment regarded as a whole constitutes such an integrated plan that the parts cannot be separated without defeating the plan.
20 PA Cons Stat § 7701 (2021)
2021 Pennsylvania Consolidated & Unconsolidated Statutes|Title 20 - DECEDENTS, ESTATES AND FIDUCIARIES|Chapter 77 - Trusts|Section 7701 - Short title of chapter - UTC 101

§ 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 be cited as the Uniform Trust Act.
20 PA Cons Stat § 7702 (2021)
2021 Pennsylvania Consolidated & Unconsolidated Statutes|Title 20 - DECEDENTS, ESTATES AND FIDUCIARIES|Chapter 77 - Trusts|Section 7702 - Scope of chapter - UTC 102

§ 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 administered in the manner of an express trust.
20 PA Cons Stat § 7704 (2021)
2021 Pennsylvania Consolidated & Unconsolidated Statutes|Title 20 - DECEDENTS, ESTATES AND FIDUCIARIES|Chapter 77 - Trusts|Section 7704 - Knowledge - UTC 104

 § 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 if the person has:  (1) actual knowledge of it; (2) received a notice or notification of it; or (3) reason to know it from all the facts and circumstances known to the person at the time in question.  (b) Employees.--For the purposes of this chapter, an organization that conducts activities through employees has notice or knowledge of a fact involving a trust only from the time the information was received by an employee having responsibility to act for the trust or would have been brought to the employee's attention if the organization had exercised reasonable diligence. An organization exercises reasonable diligence if it maintains reasonable routines for communicating significant information to the employee having responsibility to act for the trust and there is reasonable compliance with the routines. Reasonable diligence does not require an employee of the organization to communicate information unless the communication is part of the individual's regular duties or the individual knows a matter involving the trust would be materially affected by the information.
20 PA Cons Stat § 7705 (2021)
2021 Pennsylvania Consolidated & Unconsolidated Statutes|Title 20 - DECEDENTS, ESTATES AND FIDUCIARIES|Chapter 77 - Trusts|Section 7705 - Trust instrument controls; mandatory rules - UTC 105

 § 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 rules.--Notwithstanding a contrary provision in the trust instrument, the following rules apply:  (1) The requirements for creating a trust set forth in section 7732 (relating to requirements for creation - UTC 402).  (2) The duty of a trustee to act in good faith and in accordance with the purposes of the trust as set forth in section 7771 (relating to duty to administer trust - UTC 801).  (3) The requirement in section 7734 (relating to trust purposes - UTC 404) that a trust's purpose be lawful and not contrary to public policy.  (4) The power of the court to modify or terminate a trust under sections 7740 (relating to termination of trusts; proceedings for termination or modification of trusts - UTC 410) through 7740.6 (relating to modification to achieve settlor's tax objectives - UTC 416).  (5) The effect of a spendthrift provision and the rights of certain creditors and assignees to reach a trust as provided in Subchapter E (relating to creditor's claims; spendthrift and discretionary trusts).  (6) The power of the court under section 7762 (relating to trustee's bond - UTC 702). (7) The power of the court under section 7768(b) (relating to compensation of trustee - UTC 708) to adjust a trustee's compensation specified in the trust instrument.  (8) The duty of a trustee under section 7780.3 (relating to duty to inform and report). (9) (Reserved). (10) The effect of an exculpatory term under section 7788 (relating to exculpation of trustee - UTC 1008).  (11) The rights under sections 7790 (relating to limitation on personal liability of trustee - UTC 1010) through 7790.3 (relating to certification of trust - UTC 1013) of a person other than a trustee or beneficiary.  (12) Periods of limitation for commencing a judicial proceeding. (13) The power of the court to take action and exercise jurisdiction as may be necessary in the interests of justice.  (14) The subject matter jurisdiction of the court described in Chapter 7 (relating to orphans' court divisions) and venue for commencing a proceeding as provided in section 7714 (relating to venue - UTC 204).    Cross References. Section 7705 is referred to in section 7707 of this title.
20 PA Cons Stat § 7706 (2021)
2021 Pennsylvania Consolidated & Unconsolidated Statutes|Title 20 - DECEDENTS, ESTATES AND FIDUCIARIES|Chapter 77 - Trusts|Section 7706 - Common law of trusts; principles of equity - UTC 106

§ 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 Commonwealth.
20 PA Cons Stat § 7707 (2021)
2021 Pennsylvania Consolidated & Unconsolidated Statutes|Title 20 - DECEDENTS, ESTATES AND FIDUCIARIES|Chapter 77 - Trusts|Section 7707 - Governing law - UTC 107

§ 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 instrument, but the mandatory rules of section 7705(b) (relating to trust instrument controls; mandatory rules - UTC 105) shall govern if different from the law of the jurisdiction designated in the trust instrument; or  (2) in the absence of an effective designation in the trust instrument, the law of the jurisdiction in which the settlor is domiciled when the trust becomes irrevocable.
20 PA Cons Stat § 7709 (2021)
2021 Pennsylvania Consolidated & Unconsolidated Statutes|Title 20 - DECEDENTS, ESTATES AND FIDUCIARIES|Chapter 77 - Trusts|Section 7709 - Methods and waiver of notice - UTC 109

 § 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 a manner reasonably suitable under the circumstances and likely to result in receipt of the notice or document. Permissible methods of notice or for sending a document include first-class mail, personal delivery, delivery to the person's last known place of residence or place of business and a properly directed electronic message.  (b) Unknown identity or location.--Notice otherwise required under this chapter or a document otherwise required to be sent under this chapter need not be provided to a person whose identity or location is unknown to and not reasonably ascertainable by the trustee, but the trustee shall create and maintain indefinitely a written record of the steps the trustee took to identify or locate the person.  (c) Waiver.--Notice under this chapter or the sending of a document under this chapter may be waived in writing by the person to be notified or sent the document.  (d) Notice of judicial proceeding.--Notice of a judicial proceeding must be given as provided in the applicable rules of court.
20 PA Cons Stat § 7710 (2021)
2021 Pennsylvania Consolidated & Unconsolidated Statutes|Title 20 - DECEDENTS, ESTATES AND FIDUCIARIES|Chapter 77 - Trusts|Section 7710 - Notice; others treated as beneficiaries - UTC 110

 § 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 beneficiary who has sent the trustee a written request for notice.  (b) Enforcement by charitable organization expressly named in instrument.--A charitable organization expressly named in the trust instrument to receive distributions from the trust has the rights of a beneficiary under this chapter.  (c) Enforcement by others.--A person appointed to enforce a trust created for the care of an animal or another noncharitable purpose as provided in section 7738 (relating to trust for care of animal - UTC 408) or 7739 (relating to noncharitable trust without ascertainable beneficiary - UTC 409) has the rights of a beneficiary under this chapter.  (d) Office of Attorney General.--The Office of Attorney General has the rights of a charitable organization expressly named in the trust instrument to receive distributions from a trust having its situs in this Commonwealth and the right to notice of any proceeding or nonjudicial settlement agreement in which there is a charitable interest or purpose.
20 PA Cons Stat § 7710.1 (2021)
2021 Pennsylvania Consolidated & Unconsolidated Statutes|Title 20 - DECEDENTS, ESTATES AND FIDUCIARIES|Chapter 77 - Trusts|Section 7710.1 - Nonjudicial settlement agreements - UTC 111

§ 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 agreement with respect to any matter involving the trust. The rules of Subchapter C (relating to representation) shall apply to a settlement agreement under this section.  (c) Exception.--A nonjudicial settlement agreement is valid only to the extent it is not inconsistent with a material purpose of the trust and includes terms and conditions that could be properly approved by the court under this chapter or other applicable law.  (d) Matters that may be resolved.--Matters that may be resolved by a nonjudicial settlement agreement include the following:  (1) The interpretation or construction of the provisions of a trust instrument. (2) The approval of a trustee's report or accounting or waiver of the preparation of a trustee's report or accounting.  (3) Direction to a trustee to perform or refrain from performing a particular act. (4) The resignation or appointment of a trustee and the determination of a trustee's compensation. (5) Transfer of a trust's situs. (6) Liability or release from liability of a trustee for an action relating to the trust. (7) The grant to a trustee of any necessary or desirable power. (8) The exercise or nonexercise of any power by a trustee. (9) Questions relating to the property or an interest in property held as part of a trust. (10) An action or proposed action by or against a trust or trustee. (11) The modification or termination of a trust. (12) An investment decision, policy, plan or program of a trustee. (13) Any other matter concerning the administration of a trust. (e) Request of court.--Any beneficiary or trustee of a trust may request the court to approve a nonjudicial settlement agreement to determine whether the representation as provided in Subchapter C was adequate or whether the agreement contains terms and conditions the court could have properly approved.  (July 8, 2016, P.L.497, No.79, eff. Jan. 1, 2017)   2016 Amendment. Act 79 amended subsec. (c).  Cross References. Section 7710.1 is referred to in sections 7721, 7765 of this title.
20 PA Cons Stat § 7710.2 (2021)
2021 Pennsylvania Consolidated & Unconsolidated Statutes|Title 20 - DECEDENTS, ESTATES AND FIDUCIARIES|Chapter 77 - Trusts|Section 7710.2 - Rules of construction - UTC 112

§ 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 trusts.
20 PA Cons Stat § 7711 (2021)
2021 Pennsylvania Consolidated & Unconsolidated Statutes|Title 20 - DECEDENTS, ESTATES AND FIDUCIARIES|Chapter 77 - Trusts|Section 7711 - Role of court in administration of trust - UTC 201

 § 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 provided by law.  (b) Judicial supervision.--A trust is not subject to continuing judicial supervision unless ordered by the court.  (c) Scope of proceeding.--A judicial proceeding involving a trust may relate to any matter involving the trust's administration, including a request for declaratory judgment.