Research guides

Restatement of Trusts

Annotations

Case Citations

Volumes 1-2 of the third series of Trusts were published in 2003. Volume 3 was published in 2007, and volume 4 was published in 2012. The appendix and supplement to the third series includes case citations from July 1986 to present for the first, second, and third series.

The third series of Trusts: Prudent Investor Rule was published in 1992 as a partial revision of the second series (see Introduction to Restatement (Second) of Trusts, Appendix §§ 197 to End, at v (Supp. 2011)). In 2007 the Prudent Investor Rule was incorporated into volume 3 of the third series. Case citations for Trusts: Prudent Investor Rule can be found in the volume labeled "Trusts 2d Appendix §§ 197 to End".

The second series of Trusts was published in 1959. The appendices and supplements to the second series include case citations up to June 2010 for the first and second series. Case citations from July 1986 to present can be found in the appendix and supplement to the third series. Supplement to the volume labeled "Trusts 2d Appendix §§ 197 to End" also includes all case citations to Trusts (Third): Prudent Investor Rule.

The first series of Trusts was published in 1935. Case citations for the first series up to June 2010 can be found in the appendices and supplements to the second series. Case citations from July 1986 to present can be found in the appendix and supplement to the third series.

Research Tip

Appendices & supplements are available on HeinOnline and in print. Case citations are also available on Westlaw.

State Annotations (through 1938)

Subsequent to the publication of the first series of the Restatements, local bar associations, with the support of the American Law Institute, compiled State Annotations that demonstrated the relationship between the first series of the Restatements and the local law as it was at the time of publication of the Restatement subject.

Jenkins' print collection includes the Pennsylvania Annotations for all of the first series of the Restatements. Online access to the Pennsylvania Annotations, as well as other state annotations, is available on HeinOnline.

Restatement of the Law of Trusts, Pennsylvania Annotations

        • Pennsylvania case citations up to and including vol. 330 (March 1938 - June 1938) of the Pennsylvania Supreme Court Reports, vol. 130 (January 1938 - April 1938) of the Pennsylvania Superior Court Reports, and vol. 30 (July 1937 - December 1937) of the District and County Reports.
        • Available on HeinOnline (Volume 1 & Volume 2). Also available in print.