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Richard V. Wellman Papers

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Held at: University of Pennsylvania: Biddle Law Library [Contact Us]3460 Chestnut Street, Biddle Law Library, Philadelphia, PA 19104-3406

This is a finding aid. It is a description of archival material held at the University of Pennsylvania: Biddle Law Library. Unless otherwise noted, the materials described below are physically available in their reading room, and not digitally available through the web.

Overview and metadata sections

Richard V. Wellman, noted pioneer in probate law, was born in 1922 . He received his J.D. from the University of Michigan Law School in 1949, later teaching there until 1973. In 1974, he joined the faculty of the University of Georgia Law School where he taught Property Law and Trust and Estates as the Alston Professor of Law Emeritus until his retirement in 1990.

Through the course of his professorship, Wellman took an active role in improving and enacting more uniform state probate laws. He is most known for his contributions to the Uniform Probate Code during his tenure on the Joint Editorial Board, initially as Chief Reporter then graduating to the roles of Education Director, Executive Director, and Executive Director Emeritus succesively. Wellman served and chaired many committees relating to trusts and estates, notably the Uniform Simultaneous Death Act, the Uniform Prudent Investor Act, the Uniform Estate Tax Apportionment, the Uniform TOD Security Registration Act, the Uniform Guardianship and Protective Proceedings Act, the Uniform Nonprobate Transfers on Death, Act, and the Uniform Trust Act.

Since his early days as Chief Reporter and his long stint at Education Director for the Joint Editorial Board, Wellman continuously took part in educating about and promoting the Uniform Probate Code. He gave speeches, advised, and wrote extensively on the Uniform Probate Code. Wellman kept at his uniform probate law efforts until his death in 2005.

The Richard V. Wellman papers include materials related to Wellman's activity drafting the Uniform Probate Code from 1964 to 2005. Included are the meeting minutes, drafts, revisions, correspondence, memoranda, and publicity reflecting his work on the Joint Editorial Board for the Uniform Probate Code; materials from his outreach efforts to States; drafts of the Uniform Probate Code, specific parts of the code, and related subjects; conference, memoranda, and related materials generated in the planning, promoting, and attendance at conferences and institutes; his numerous drafts, writings, and articles on the subject of probate and trusts and estates; correspondence with conference officials and outside parties; newsletters chronicling the progress on the Uniform Probate Code; reference materials collected and received in relation to his work on probate law; and correspondence, writings, articles, and related materials on specific subjects reflecting aspects of probate law.

First shipment received from Richard V. Wellman in 1995.

Second shipment received from NCCUSL headquarters in 2007.

An item-level container list is available offline in spreadsheet form for portions of this collection. Please contact the Archives for more information.

Processed by Doris Wang, August-December 2008.

Finding aid created January 2009.

Publisher
University of Pennsylvania: Biddle Law Library
Sponsor
Funding for the processing of these papers was made possible by a grant from the ACTEC Foundation.
Access Restrictions

Collection is open for research.

Collection Inventory

General Materials, 1971-2002.
Box 6 Folder 3-7 Box 28
Scope and Contents note

General correspondence, press clippings, memoranda, and related materials collected and generated by the Joint Editorial Board and outside parties.

Meeting Materials, 1970-2002.
Box 1 Folder 1-13 Box 2
Scope and Contents note

Minutes, correspondence with Lawrence Waggoner, and related materials regarding the meetings of the Joint Editorial Board.

Correspondence and Memoranda, 1965-2005.
Box 4 Folder 1-15 Box 2
Scope and Contents note

Correspondence, memoranda, and related materials reflectiong communication among members of the Joint Editorial Board and outside parties.

Drafting Materials, 1989.
Box 5 Folder 5
Scope and Contents note

Drafts and related materials generated and accumulated by the Joint Editorial Board during the creation of the Uniform Probate Code.

Uniform Probate Code Revisions and Amendments, 1992.
Box 5 Folder 6
Scope and Contents note

Revisions, amendments, and related materials reflecting changes to the Uniform Probate Code made by the Joint Editorial Board .

Finances and Budgets, 1971-1998.
Box 5 Folder 7
Scope and Contents note

Financial statements, budget reports, and other related materials generated by the Joint Editorial Board.

Publicity, 1994-2003.
Box 5 Folder 8
Scope and Contents note

Press clippings and related materials about the Joint Editorial Board and its work on the Uniform Probate Code.

Reports, 1970-1996.
Box 5 Folder 9-10
Scope and Contents note

Annual reports, semi-annual reports, and related materials pertaining to the Joint Editorial Board's progress in drafting and outreach efforts.

Status of Outreach to States, 1972-1976.
Box 5 Folder 12-13
Scope and Contents note

Interim reports, correspondence with chairs of state outreach efforts, and related materials reflecting the progress of the Joint Editorial Board's activities having states ratify the Uniform Probate Code.

Fundraising, 1970-1976.
Box 5 Folder 14-15
Scope and Contents note

Materials related to fundraising efforts on behalf of the Joint Editorial Board.

UPC Study Kit, undated.
Box 6 Folder 1-2
Scope and Contents note

Educational packets, pamphlets, and related materials pertaining to the Joint Editoral Board's outreach efforts.

Alabama, 1967-1996.
Box 6 Folder 8-9
Alaska, 1992-1997.
Box 6 Folder 10-12
Arizona, 1974-1998.
Box 6 Folder 13-17
Arkansas, 1970-1977.
Box 7 Folder 1-2
California, 1966-1998.
Box 7 Folder 3-10
Colorado, 1967-2001.
Box 8 Folder 1-7 Box 7
Connecticut, 1977-1997.
Box 8 Folder 8-9
Delaware, 1973-2001.
Box 8 Folder 10-13
District of Columbia, 1972-2001.
Box 8 Folder 14-17 Box 9
Florida, 1967-1998.
Box 9 Folder 5-9
Georgia, 1981-2001.
Box 9 Folder 11-15
Hawaii, 1967-2001.
Box 10 Folder 1-12
Idaho, 1973-1995.
Box 10 Folder 13
Illinois, 1978-1993.
Box 10 Folder 14-15
Indiana, 1975-1993.
Box 10 Folder 16-17
Iowa, 1980-1997.
Box 10 Folder 18-19
Kansas, 1970-1996.
Box 11 Folder 1 Box 10
Kentucky, 1967-1997.
Box 11 Folder 2-5
Louisiana, 1972-1973.
Box 11 Folder 6
Maine, 1973-1996.
Box 11 Folder 7-9
Maryland, 1972-1998.
Box 11 Folder 10-11
Massachusetts, 1990-1999.
Box 11 Folder 12-15
Michigan, 1967-1999.
Box 12 Folder 1-3 Box 11
Minnesota, 1987-1998.
Box 12 Folder 4-5
Mississippi, 1976-1996.
Box 12 Folder 6-8
Missouri, 1989-1997.
Box 12 Folder 9-10
Montana, 1989-1996.
Box 12 Folder 11-12
Nebraska, 1972-1995.
Box 12 Folder 13-14
Nevada, 1968-1996.
Box 12 Folder 15-16
New Hampshire, 1970-1999.
Box 12 Folder 17-18
New Jersey, 1991-1994.
Bin 12 Folder 19
New Mexico, 1992-2001.
Box 6 Folder 15 Box 13
New York, 1990-1998.
Box 13 Folder 2-3
North Carolina, 1973-1997.
Box 13 Folder 4-5
North Dakota, 1993-1995.
Box 13 Folder 6
Ohio, 1972-2003.
Box 13 Folder 7-14 Box 14
Oklahoma, 1968-1995.
Box 14 Folder 2-4
Oregon, 1970-1998.
Box 14 Folder 5-6
Pennsylvania, 1968-1996.
Box 14 Folder 7-9
Rhode Island, 1972-1999.
Box 14 Folder 10-11
South Carolina, 1968-1995.
Box 14 Folder 12-15
South Dakota, 1972-1996.
Box 15 Folder 1-3 Box 14
Tennessee, 1972-1996.
Box 15 Folder 4-8
Texas, 1965-1992.
Box 15 Folder 9-13
United States Virgin Islands, 2002.
Box 15 Folder 14
Utah, 1974-1996.
Box 15 Folder 15
Vermont, 1971-1999.
Box 16 Folder 1 Box 15
Virginia, 1972-1997.
Box 16 Folder 2
Washington, 1970-1995.
Box 16 Folder 4-6
West Virginia, 1970-1995.
Box 16 Folder 7-8
Wisconsin, 1972-1998.
Box 16 Folder 9-12
Wyoming, 1974-1997.
Box 16 Folder 13-14
Press Clippings, 1966-1993.
Box 17 Folder 1-2
Scope and Contents note

Press clippings and related materials reflecting the progress of the Joint Editorial Board's outreach efforts to have states ratify the Uniform Probate Code.

General Drafts, 1965-2004.
Box 19 Folder 1-3 Box 18
Scope and Contents note

Drafts, revisions, amendments, proceedings of the Uniform Probate Code Drafting Committee and related materials generated in the creation of the Uniform Probate Code. See under specific acts for particular sections of the Uniform Probate Code.

Uniform Custodial Trust Act, 1984-1995.
Box 19 Folder 4-7
Uniform Disclaimer of Property Interests Act, 1994-1998.
Box 19 Folder 8
Uniform Durable Power of Attorney Act, 1977-1980.
Box 19 Folder 9-11
Uniform Estate Tax Apportionment Act, 1999-2005.
Box 19 Folder 12-13
Uniform Guardianship and Protective Proceedings Act, Bulk, 1987-1999 1982-1999 (1987-1999).
Box 20 Folder 1-2 Box 28
Intestacy, Wills, and Donative Transfers, 2005.
Box 20 Folder 3
Uniform Management of Institutional Funds Act, 1969-1976, 2000-2005.
Box 20 Folder 4-7
Multiple Party Accounts Act, 1985-1987.
Box 20 Folder 8
Uniform Multiple-Person Accounts Act, 1990-1994.
Box 20 Folder 9-10
Uniform Nonprobate Transfers on Death Act, 1988-1993.
Box 20 Folder 11-14
Uniform Power of Attorney Act, 1986-1987, 2005.
Box 20 Folder 15-16
Uniform Prudent Investor Act, 1992-1997.
Box 21 Folder 1-3 Box 20
Uniform Statutory Rule Against Perpetuities, Bulk, 1985-1989 1985-1991 (1985-1989).
Box 21 Folder 4-7
Uniform Simultaneous Death Act, 1991-1993.
Box 21 Folder 8
Uniform Transfer on Death Security Registration Act, 1988-2001.
Box 28 Folder 14 Box 21
Uniform Trust Act, 1986-2003.
Box 22 Folder 1-2
International Wills, 1966-1992.
Box 23 Folder 1-19 Box 22
Scope and Contents note

Drafts, correspondence, and related materials regarding international law. Some content is in French.

Scope and Contents note

Study materials, correspondence, and related materials produced in planning and promoting Uniform Probate Code education conferences.

Denver, CO, 1971-1972.
Box 24 Folder 1-3
Hartford, CT, 1974-1975.
Box 24 Folder 4-5
Kansas City, MO, 1973-1974.
Box 24 Folder 6-9
Salt Lake City, UT, 1975-1976.
Box 24 Folder 10-11
Southern States (Nashville, TN), 1976-1978.
Box 24 Folder 12-13
University of Michigan, 1970.
Box 24 Folder 14
Washington, D.C., 1972.
Box 24 Folder 15-16
Writings, 1964-2002.
Box 25 Folder 1-40 Box 24
Scope and Contents note

Articles, speeches, and related writings by Richard V. Wellman regarding probate law and the Uniform Probate Code.

Correspondence, 1965-2005.
Box 25 Folder 41-45 Box 26
Scope and Contents note

Correspondence and related materials reflecting communication between Richard Wellman and conference officials in addition to outside parties.

UPC Notes, 1971-2001.
Box 26 Folder 6-9
Scope and Contents note

Correspondence with the editorial assistant and outside parties, issues of the Uniform Probate Code newsletter, drafts, and related materials regarding the UPC Notes.

Scope and Contents note

Subject-specific and related materials used in the creation, promotion, or discussion of the Uniform Probate Code. Subject files retain original titles as labeled by Wellman. See under specific subject file for particular subject.

American Association of Retired Persons, 1974-1992.
Box 26 Folder 10-12
American Association of University Women, 1974.
Box 26 Folder 13-14
American Bar Association, 1999.
Box 26 Box Folder 15
American Insurance Association, 1968-1975.
Box 26 Folder 16
American College of Trust and Estate Counsel, 1991.
Box 26 Folder 17
Alternatives to the Uniform Probate Code, 1971-1972.
Box 26 Folder 18
Scope and Contents note

Legal reports, copies of legislative bills, and related materials regarding individual states' alternatives to the Uniform Probate Code.

Blockbuster Will, 1985-1986.
Box 26 Folder 19
Scope and Contents note

Correspondence, reports, and related materials regarding the "Blockbuster Will" or "Superwill" legislation.

Code Promotion, 1968-1972.
Box 26 Folder 20
Scope and Contents note

Correspondence, letters, and related materials regarding the progress of publicity for the Uniform Probate Code.

Creditors' Rights, 1995-1999.
Bin 26 Folder 21-22
Scope and Contents note

Articles, correspondence, research materials, and related materials regarding creditors' rights and probate and trusts.

Durable Power Institute Planning Committee, 1979-1980, 1987.
Box 27 Folder 1-2
Scope and Contents note

Drafts, correspondence, and related materials produced in drafting the Uniform Durable Power of Attorney Act promulgated at the Durable Power Institute.

Life Insurance, 1993-1995.
Box 27 Folder 3-4
Maine Probate Code, 1983.
Box 27 Folder 5
National Fiduciary Accounting Project, 1979-1980.
Box 27 Folder 6
National Newspaper Association, 1967-1969.
Bin 27 Folder 7
Omnibus Legislation, 2000.
Box 27 Folder 8
Scope and Contents note

Correspondence, letters, and related materials concerning "Bill 13-298, The Omnibus Trusts and Estates Amendment Act of 1999" in the District of Columbia.

Nebraska Probate Code Outlines, 1975.
Box 27 Folder 9
Pope Case, 1987-1991.
Box 27 Folder 10-13
Scope and Contents note

Correspondence, notes, and other related material regarding the Tulsa Professional Collection Services, Inc. v. Pope case.

South Carolina Power Matter, 1975-1977.
Box 27 Folder 14
Scope and Contents note

Correspondence, research materials, and related materials regarding South Carolina laws granting dowery rights in violation of the United States Constitution.

Uniform Health-Care Decisions Act, 1991-1998.
Box 28 Folder 1 Box 27
Scope and Contents note

Drafts, correspondence, and related materials regarding the Uniform Health-Care Decisions Act.

Veterans Administration, 1969-1971.
Box 27 Folder 15
Reference Materials, 1960s-1980s.
Box 28 Folder 2-7
Scope and Contents note

Reference and related materials used in the creation, promotion, or discussion of the Uniform Probate Code.

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