Pennsylvania Consolidated Statutes

20 Pa. Cons. Stat. § 7799.1 (2026)

Annexation of account of distributed estate or trust.

✓ current as of May 2026

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§ 7799.1. Annexation of account of distributed estate or trust.

A trustee who has received property from a personal representative or from another trustee in distribution of an estate or another trust may annex a copy of an account of the administration of the estate or other trust to an account filed by the trustee covering the administration of the trust under the trustee's management. If notice of the annexation of the account of the estate or other trust is given to the persons required to be notified of the filing of the trustee's account of the principal trust, confirmation of the principal account shall relieve both the trustee of the principal trust and the personal representative or trustee of the distributed estate or other trust of all liability to beneficiaries of the principal trust for transactions shown in the account so annexed to the same extent as if the annexed account had been separately filed and confirmed. If the fund covered by the annexed account has itself received property from another source under circumstances that would have permitted annexation of an account under this section or under section 3501.2 (relating to annexation of account of terminated trust, guardianship or agency), accounts for both funds may be annexed.

Notes of Decisions

Cited in 1 case, 2019–2019 · 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. § 7799.1, if property from a personal representative or a trustee of another trust is being received by this Trust, an Account of the administration of such estate or trust may be annexed to the Trust Account.”

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