Pennsylvania Consolidated Statutes

20 Pa. Cons. Stat. § 3501.2 (2026)

Annexation of account of terminated trust, guardianship or agency.

✓ current as of May 2026

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§ 3501.2. Annexation of account of terminated trust, guardianship or agency.

A personal representative who has received property from a trustee, guardian or agent following the decedent's death may annex a copy of an account of the administration of the trust, guardianship or agency to an account filed by the personal representative covering the administration of the estate. If notice of the annexation of the account of the trust, guardianship or agency is given to the persons required to be notified of the filing of the account of the estate, confirmation of the account of the estate shall relieve both the personal representative and the trustee, guardian or agent of all liability to the persons so notified for transactions shown in the accounts so annexed to the same extent as if the annexed account had been separately filed and confirmed.

(Oct. 12, 1984, P.L.929, No.182, eff. imd.)

1984 Amendment. Act 182 added section 3501.2.

Cross References. Section 3501.2 is referred to in section 7799.1 of this title.

Notes of Decisions

Cited in 2 cases, 1995–2019 · leading case: Order Amending Rules 1.7, 1.8, 2.1, 2.5, 2.7, 3.5, 3.7, 4.3, 4.6, 5.1, 5.3, 5.4, 7.1, 10.1, 10.5, & the Index of the Appendix of the Pa Orphans' Court Rules, & Rescinding & Replacing Forms Oc-01 Through Oc-05 & Rw-03 Through Rw-10 (Pa. 2019).

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Order Amending Rules 1.7, 1.8, 2.1, 2.5, 2.7, 3.5, 3.7, 4.3, 4.6, 5.1, 5.3, 5.4, 7.1, 10.1, 10.5, & the Index of the Appendix of the Pa Orphans' Court Rules, & Rescinding & Replacing Forms Oc-01 Through Oc-05 & Rw-03 Through Rw-10 (Pa. 2019). “Pursuant to 20 Pa.C.S. § 3501.2, if property from a trustee, guardian, or agent acting under a power of attorney is being received into the estate, an Account of the administration of such trust, guardianship, or principal's estate may be annexed to the Estate Account.”

Est. of Griffiths, 29 Pa. D. & C.4th 409 (1995). “*411 Attached to the executor’s account and, in accordance with 20 Pa.C.S. §3501.2, is the first and final account of PNC BankN.”

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