Timeline for Kinship Adoption

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The rights of the other biological parent will need to be terminated in connection with any adoption. Their parental rights can be terminated voluntarily or involuntarily. With voluntary termination the other natural parent will sign a consent to the adoption which is subsequently attached to the Petition for Adoption. There must be at least thirty (30) days between when the consent is signed and when adoption petition is filed with the court since there is a thirty (30) day revocation period. With involuntary termination, you will plead the applicable grounds for involuntary termination within your adoption petition. A filing fee is payable to the county at the time you file your petition for adoption. After filing the Petition, you will receive notice of when you are scheduled for your hearing. You will need to notify any party that is required to receive notice of the hearing per the adoption statutes in advance of the hearing.

With a kinship adoption the prospective parents will need to have three background checks completed prior to filing an adoption petition. Presently, the required background checks for Pennsylvania include (1) Child Abuse History Clearance; (2) PA State Police Criminal Record Check; and (3) FBI Criminal Background Check through the Department of Welfare. The results of these background checks should be attached to the adoption petition. A home study is not required. A hearing will be scheduled by the court within a few months from filing the petition. If heading straight to adoption hearing because natural parents consent to adoption the total process can be completed in a few months. If an involuntary termination hearing is required before the adoption hearing the process can take twice as long.

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Tax Returns for Decedents

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In Pennsylvania, two tax returns are likely needed following the death of an individual. First, the person’s executor or closest kin should make sure their final income tax return is completed. If the party was married at the time of death and previously filed taxes jointly with their spouse, their spouse can file on their behalf and include their income for the tax year in which they passed. If the party was not married, the executor or administrator should make sure a final individual income tax return is filed.

An inheritance tax return will also be needed to the extent the party left assets and/or debts. The inheritance tax return should be filed within a year of death. There is a discount if filed within nine months of death. There is no inheritance tax for assets passing between spouses. There is a 4.5% tax for assets passing to children or other lineal descendants. There is a 12% tax for assets passing to other relatives. There is a 15% tax for assets passing to non-relatives. It is common for a party’s will to provide that these taxes be paid out of their estate prior to distribution of the net estate. Alternatively, each beneficiary would be liable to pay their share of tax based on the assets they receive from the estate.

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Support Between Spouses

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Married persons are liable for the support of each other according to their respective abilities to provide support as provided by law. Similar to child support, spousal support will be calculated based on a statewide guideline. Without children, spousal support is calculated by multiplying the paying party’s income by 33% and the receiving party’s income by 40%. The difference of these figures would be the support award. If there is also a child support order, spousal support should be calculated first. Multiply the paying party’s income by 25% and the receiving party’s income by 30% and then calculate the difference. Child support is then calculated with the spousal support award being deducted from the party paying spousal support and added to the party receiving spousal support.

There are some defenses to paying support to your spouse. One exception to the duty to pay spousal support is where the spouse seeking support has engaged in conduct that would constitute grounds for a fault-based divorce such as adultery. It is up to the spouse who is objecting to a spousal support award to prove a fault ground for divorce by clear and convincing evidence. Alimony pendente lite (APL), a form of spousal support payable while a divorce is pending, does not allow the same defenses. The purpose of APL is to allow the income dependent spouse to participate in the divorce action and fault is not a factor. Alimony, spousal support paid after entry of the divorce decree, can be terminated by proving the spouse receiving alimony is living with a new lover or is remarried. Consult with one of our experienced attorneys to understand the different types of support that may be awarded between spouses.

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Authority for Estate Administration

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The executor or administrator is the party tasked with handling the decedent’s estate. An executor is named in the decedent’s will. An administrator is appointed when the decedent dies without a will and is often the closet kin of the decedent. The executor or administrator will be sworn in as the person responsible for handling the administration of the estate. At that time, the Register of the Wills can provide certification regarding the executor or administrator’s authority to handle the affairs of the decedent.

Letters Testamentary are granted to executors named through a will. Letters of Administration are granted to the appointed administrator where there is no will. In either scenario, the executor or administrator may request short certificates with the seal of the court to confirm their authority to manage the estate. These short certificates are required by financial institutions to handle assets, transfer funds to estate account, close out accounts, etc. There is a cost per short certificate. It is a good idea to get several copies of the short certificate at the time you are sworn in. Additional short certificates can be acquired from the Register of Wills at a later date if necessary.

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Role of Adoptee

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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.

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Reporting as Guardian

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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.

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Protection From Abuse

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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.

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Production of a Will        

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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.

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Prepare for Adoption

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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.

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Power of Attorney

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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

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