Recent Legislation: Oregon Health Authority & Probate

From time to time we will publish recent cases and legislation:  Oregon House Bill 2009 (pdf) The governor of Oregon signed House Bill 2009 on June 26, 2009. Since this bill included an emergency clause, it is effective immediately.   Along with creating a new agency, the Oregon Health Authority, it amends several sections of the Oregon probate […]

Read More

IRS Extends Deadline for Disclosing Hidden Account

On September 21, 2009, the IRS announced a one-time extension of the special voluntary disclosure program to October 15, 2009.  Until this announcement the program was set to close on September 23, 2009. Taxpayers who elect to participate in this program and disclose hidden accounts will have to pay taxes, interest and some penalties.  Taxpayers […]

Read More

Recent Ruling: Personal Representative Compensation

From time to time, we will publish blurbs on recent local court opinions and state legislation: Brown v. Hackney, — P.3d –, 2009 WL 1394832 (Or App 2009) Background: Brother of the decedent, a beneficiary through intestate (without a will) succession, challenged the payment of the personal representative from funds acquired through the settlement of a […]

Read More

Recent Ruling: Will Contest

From time to time, we will publish blurbs on recent local court opinions and state legislation:  Harris v. Jourdan, 218 Or App 470, 180 P.3d 119 (2008) Background: Will contest involving a decedent that executed multiple wills. Each will was a drastic departure from the previous will. One beneficiary of a previous will challenged the probate of the […]

Read More