Role of Adoptee

, , ,

In Pennsylvania any individual may be adopted regardless of their age or residence. Additionally, any individual may become an adopting parent. Consent of the adoptee is required in all instances where the adoptee is twelve years of age or older. The prospective parent(s) must obtain certain clearances whenever the adoptee is a minor. The adoptee does appear in court for the final adoption hearing. The Judge may have questions for the adoptee as to their relationship with prospective parent(s).

In a contested hearing where the adoptee is a minor, an attorney is appointed to represent their interests. If a name change is sought where the adoptee is an adult, the adoptee must submit a copy of their fingerprints with the adoption petition. Fingerprints can be obtained from your local police department. The adoptee will also need to obtain background checks from the Prothonotary, Clerk of Court, and Recorder of Deeds for each county of residence for five (5) years prior to your filing. Finally, notice of the adoption hearing must be published in a newspaper of general circulation as well as the Law Reporter regarding the proposed name change. Proof of the record checks and publication should be offered as evidence at the adoption hearing. Name changes are not permitted in the event of certain criminal convictions.

by

Reporting as Guardian

,

The court may appoint a guardian for a person or for an estate. If appointed as a guardian, there are annual reporting requirements to comply with. The report of a guardian should be submitted to the county orphans’ court. The report for guardian of an estate will include sections regarding any income, expenses or assets of the estate as well as any compensation for the guardian, attorney’s fees or legal costs.  The report for guardian of a person inquires as to the individual’s residence, current medical status, and guardian’s opinion regarding necessity for ongoing care.

Reports of a guardian are subject to a filing fee in submitted to the orphans’ court on paper. There is, however, the option to request that the filing fee for the report be waived based on financial circumstances. Reports of a guardian can now be submitted electronically using the Guardianship Tracking System (GTS). There is not a filing fee when using the online form. The due date for the guardian report is the anniversary of being appointed guardian and every year thereafter. A final report should be filed when the guardianship is terminated or a guardian is replaced.

by

Protection From Abuse

, , , , ,

A PFA Order is a civil remedy to end abusive relationships. Remedies for a successful PFA petition can include having the Defendant removed from a residence that was previously shared, restrictions on contact for up to three (3) years, relinquishment of firearms or other weapons, reimbursement for related expenses or out of pocket costs suffered, temporary support, and in some cases, a custody schedule. It is possible to list multiple persons in need of protection under the PFA in one petition including children. A Protection from Abuse (PFA) petition requires the petitioner to identify the defendant, state the incidents constituting the “abuse” as well as any prior history of similar incidents, provide notice of any weapons involved, and set out the relief requested.

A PFA can only be filed if there is a relationship between the Petitioner and Defendant. Recognized relationships include spouse or former spouse, parent of child with Defendant, current or former sexual/intimate partner, child of Plaintiff or Defendant, family member related by blood or marriage, and sibling. Abuse, for purposes of obtaining a PFA, is defined as

physical violence or imminent threat thereof, stalking or any other course of conduct which would place a person in fear of bodily injury. The party pursuing a PFA order must establish by a preponderance of the evidence, or more likely than not, that some abuse occurred. Violations of a PFA may be criminal in nature depending on the nature of the violation. Criminal charges may also be pending simultaneously with a PFA petition.

by

Production of a Will        

,

The initial step in the probate process is for the executor to produce the last will and testament of the decedent. The original copy of the will should be produced before the Register of Wills in the county where the decedent resided at the time of death. If the original cannot be located, it may be possible to move forward with a copy of the will. Prior to the court permitting the use of any copy, it must be satisfied that every attempt has been made to produce the original document.

An executor or other interested party can file a petition to compel production of the original will if they suspect another party is holding the original and will not voluntarily produce it. This petition should be filed with the Register of Wills. There is often a filing fee assessed at the time of filing which varies by county. Once filed, the petition must be served on the respondent or person(s) you suspect may have the original will. A certain time period would be established for the person to produce the will or appear in court for a hearing.

by

Prepare for Adoption

, , , ,

If contemplating an adoption you can start the process by gathering the necessary paperwork that must be submitted to the court along with adoption petition. Exactly which documents you will need to include depend on what type of adoption you are seeking. All interested parties must be advised of the availability of ACT 101 and proof that all parties received information should be retained for presentation to the court. You will need to original birth certificate for the adoptee. Additionally, prospective parents and any other adult household members will need to have the requisite clearances completed where the adoptee is a minor and the results of those clearances should be attached to the petition. A home study may be required as well if there is no familial relationship between the adoptee and prospective parents.

In a situation where the adoptee is over twelve years old, you should also have the consent of the adoptee attached to your petition. If the natural parents consent to the adoption and are voluntarily terminating their parental rights, their consent(s) should be attached as well. In some circumstances parental rights do not need to be terminated. For example, if the natural parent has passed away you do not need to request their rights be terminated however you should include a certified copy of the death certificate with the petition. Another scenario may be if you have used an anonymous donor to conceive, that documentation should be included with your petition. You should consult with an experienced adoption attorney to be clear on exactly which documents you will need to include with your adoption petition to make the process as efficient as possible.

by

Power of Attorney

, , ,

A power of attorney is a legal document that give another individual authority to handle your financial affairs. A power of attorney can be durable, meaning that it is effective immediately upon signing, or springing, meaning that it does not become effective until the party who executed the power of attorney becomes incapacitated. In the case of a springing power of attorney, you will generally need verification by at least two (2) physicians to establish incapacitation and need for the power of attorney to become effective. A power of attorney can also be general or limited. A general power of attorney will grant your agent(s) the power to do virtually anything you could do yourself. A limited power of attorney would limit your agent(s) to tasks specifically outlined within the document. For example, a limited power of attorney may only grant the agent the authority to sell a vehicle or a home.

You may name more than one agent to act on your behalf under your power of attorney. Agents can be directed to act jointly which means they cannot take any action individually. You may also designate agents that can act individually. Each agent must sign acknowledging their fiduciary responsibility to act in a manner that serves your best interests. A power of attorney is revocable in that you can notify the agents and any other parties in possession of the power of attorney that it is no longer valid. This should be done in writing and delivered to all interested parties.   By April M. Townsend

by

Post-Adoption Contact

, ,

It is possible to keep in touch with your child subsequent to the termination of your parental rights and their adoption if all parties to the action, i.e. natural parents/relatives and adoptive parents, mutually agree. Act 101, which became law in 2010, authorizes post-adoption contact by agreement of all the parties. Specifically, a birth relative by blood, marriage or adoption can contract with the new adoptive parents in terms of continued contact with the adoptee. In each adoption case, even if there is not any interest in post-adoption contact, all parties are required to be notified of the existence of Act 101 and option to enter a contract for continued contact. The parties should sign to acknowledge they received notice of the options available under Act 101 and their signed acknowledgment would then be filed with the court. If the parties do not sign an acknowledgement, then proof that they were served with the notice should be filed to the court. A sample of the Act 101 notice is included below.

      NOTICE REQUIRED BY ACT 101 of 2010

23 Pa. C.S. §2731-2742

 

This is to inform you of an important option that may be available to you under Pennsylvania law. Act 101 of 2010 allows for an enforceable voluntary agreement for continuing contact or communication following an adoption between an adoptive parent, a child, a birth parent and/or birth relative of the child, if all parties agree and voluntary agreement is approved by the Court. The agreement must be signed and approved by the Court to be legally binding.

A birth relative is defined only as a parent, grandparent, stepparent, sibling, uncle or aunt for the child’s birth family, whether the relationship is by blood, marriage or adoption.

This voluntary agreement may allow you to have continuing contact or communication, including, but not limited to:

Letters and/or emails

Photos and/or videos

Telephone calls and/or text messages; or

Supervised or unsupervised visits.

If you are interested in learning more about this option for a voluntary agreement, you contact your attorney.

by

Name Change

, , ,

To effectuate a legal name change, you will need to file a petition with your local civil court.

A filing fee is due to the county at the time of filing as well as copies of your fingerprints which can be obtained at your local police department. A hearing on your request for name change will be scheduled for a few months later. If you are filing a petition on behalf of a minor, you will need to effectuate service of the petition and hearing date on the other parent. If you are filing as an adult, prior to the hearing date notice of the petition must be published in the county law reporter as well as a newspaper of general circulation. Additionally, adults must have checks through the Prothonotary’s office for civil matters, the Clerk of Courts for criminal matters, and the Recorder of Deeds for any property issues. If you have resided outside of your current county within the prior five (5) years, these checks should also be performed in the county where you used to reside.

At your scheduled hearing, you should appear with proof that all prerequisites have been met in terms of publication, background checks, and service, if applicable. Name changes are permissible so long as it is not sought for illegitimate purposes and the person seeking a name change does not have certain criminal convictions. Criminal convictions that will bar a request for a name change include murder, voluntary manslaughter, rape, involuntary deviate sexual intercourse, statutory sexual assault, sexual assault, aggravated indecent assault and robbery.

If requesting a name change of a minor and the other parent does not agree with the name change, the court will decide after hearing from the parties based on whether the request for name change is in the child’s best interests. The party requesting the name change has the burden of proof and must convince the court how the requested change would serve the child’s best interests.

by

Medicaid Planning

, ,

Medicaid is a need-based health care program that many older adults end up utilizing in the event of long-term care due to the expenses involved. Since Medicaid is need-based, there are limits on the amount of income and assets a party can have. An individual should plan ahead to make sure any countable assets and income are structured so as not to affect any future applications for Medicaid.  Additionally, individuals may want to shield assets such that Medicaid cannot assert a claim against their estate after their death for their subsidized medical expenses. Appropriate estate planning can assist in this regard.  Medicaid can look back five years from the date of an application so it is important to do any relevant estate planning well in advance.

Certain assets are not countable in terms of eligibility for Medicaid. One of the big exemptions is your home. Current federal law allows one residence to be exempt with a cap of $560,000 for the total equity of the home. Even if the home is above that amount of equity, it may still be exempt if a spouse, child under 18 or permanently disabled child is still residing in the home. In terms of income, a party seeking Medicaid cannot have more than $2,000 per month income. There are additional rules as far as assets your spouse can keep under the anti-impoverishment provision. It is important to look at your estate plan well before the need for any long term care arises to protect your assets and estate while maintaining the ability to use Medicaid to assist with medical costs.

by

Identifying Marital Property in your Divorce

, , , ,

Marital property is defined as assets or debts acquired during the marriage. Marital property is subject to equitable distribution between the parties as part of a divorce action. There is a process to acquire information on potential marital property if you are unsure of what assets and debts would comprise marital property in your case. Discovery is the process of obtaining information from the opposing party in the course of a lawsuit. Discovery is allowed in any divorce case which includes a request for equitable distribution or alimony. The information requested in discovery must be relevant to the case. In divorce, the court gives much leeway as to what is relevant since the factors for equitable distribution allow for broadness. As a practical matter however, you will want to focus on assets and debts and their values as of date of marriage, date of separation and present as these are the important dates with respect to valuation.

Formal discovery methods include interrogatories, depositions, production requests, subpoenas to produce documents, and requests for admission. Interrogatories are a written set of questions for the other party to answer under oath. A production request identifies which documents a party is seeking. Subpoenas are utilized as well when it is necessary to get information directly from the source in the instance a party does not have it or will not cooperate in turning it over. Authorizations can be acquired in lieu of a subpoena if a party has not produced the documents themselves but is willing to cooperate in signing the authorization for the opposing party to do the legwork in obtaining the documentation. Due to the expense to the parties for formal discovery, parties often agree to exchange information informally. Consult with an experienced family law attorney to discuss the marital property in your case and the best way to obtain the necessary information to effectively handle your case.  By April M. Townsend

by