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Richard V. Wellman Papers

ULC.001

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

Summary Information

Repository:
University of Pennsylvania: Biddle Law Library: Uniform Law Commission Archives
Creator:
Wellman, Richard V.
Title:
Richard V. Wellman Papers
Date [inclusive]:
1964-2005
Call Number:
ULC.001
Extent:
28 linear feet
General Physical Description note:
Excellent. Papers have paper clipcs, staples, binding clips, and are housed in accordion folders, but there appears to be no deterioation or brittleness.
Language:
English
Scope and Content Abstract:
Test of this note.
Biographical Abstract:
Richard V. Wellman 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 as the Alston Professor of Law Emeritus until his retirement in 1990. Wellman was most noted for his contributions to the Uniform Probate Code during his time as Chief Reporter, Education Director, and Executive Director. He was also a life member with the National Conference of Commissioners on Uniform State Laws.
Cite as:
[Identification of Item], in the Richard V. Wellman Papers, ULC.001, Biddle Law Library, University of Pennsylvania Law School, Phildelphia, PA.
PDF Version:

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Biography/History

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.

Scope and Contents

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.

Administrative Information

Publication Information

University of Pennsylvania: Biddle Law Library: Uniform Law Commission Archives

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.

Immediate Source of Acquisition note

First shipment received from Richard V. Wellman in 1995.

Second shipment received from NCCUSL headquarters in 2007.

Processing Information note

Processed by Doris Wang, August-December 2008.

Finding aid created January 2009.

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Other Finding Aids note

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

Collection Inventory

Uniform Probate Code, 1965-2005.

Joint Editorial Board, 1965-2005.

General Materials, 1971-2002.

Scope and Contents note

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

Box
6
28
Folder
3-7

Meeting Materials, 1970-2002.

Scope and Contents note

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

Box
1
2
Folder
1-13

Correspondence and Memoranda, 1965-2005.

Scope and Contents note

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

Box
2
4
Folder
1-15

Drafting Materials, 1989.

Scope and Contents note

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

Box
5
Folder
5

Uniform Probate Code Revisions and Amendments, 1992.

Scope and Contents note

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

Box
5
Folder
6

Finances and Budgets, 1971-1998.

Scope and Contents note

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

Box
5
Folder
7

Publicity, 1994-2003.

Scope and Contents note

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

Box
5
Folder
8

Reports, 1970-1996.

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.

Box
5
Folder
9-10

Status of Outreach to States, 1972-1976.

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.

Box
5
Folder
12-13

Fundraising, 1970-1976.

Scope and Contents note

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

Box
5
Folder
14-15

UPC Study Kit, undated.

Scope and Contents note

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

Box
6
Folder
1-2

Outreach to States, 1965-2005.

Box Folder

Alabama, 1967-1996.

6 8-9

Alaska, 1992-1997.

6 10-12

Arizona, 1974-1998.

6 13-17

Arkansas, 1970-1977.

7 1-2

California, 1966-1998.

7 3-10

Colorado, 1967-2001.

7

8

1-7

Connecticut, 1977-1997.

8 8-9

Delaware, 1973-2001.

8 10-13

District of Columbia, 1972-2001.

8

9

14-17

Florida, 1967-1998.

9 5-9

Georgia, 1981-2001.

9 11-15

Hawaii, 1967-2001.

10 1-12

Idaho, 1973-1995.

10 13

Illinois, 1978-1993.

10 14-15

Indiana, 1975-1993.

10 16-17

Iowa, 1980-1997.

10 18-19

Kansas, 1970-1996.

10

11

1

Kentucky, 1967-1997.

11 2-5

Louisiana, 1972-1973.

11 6

Maine, 1973-1996.

11 7-9

Maryland, 1972-1998.

11 10-11

Massachusetts, 1990-1999.

11 12-15

Michigan, 1967-1999.

11

12

1-3

Minnesota, 1987-1998.

12 4-5

Mississippi, 1976-1996.

12 6-8

Missouri, 1989-1997.

12 9-10

Montana, 1989-1996.

12 11-12

Nebraska, 1972-1995.

12 13-14

Nevada, 1968-1996.

12 15-16

New Hampshire, 1970-1999.

12 17-18
Bin Folder

New Jersey, 1991-1994.

12 19
Box Folder

New Mexico, 1992-2001.

6

13

15

New York, 1990-1998.

13 2-3

North Carolina, 1973-1997.

13 4-5

North Dakota, 1993-1995.

13 6

Ohio, 1972-2003.

13

14

7-14

Oklahoma, 1968-1995.

14 2-4

Oregon, 1970-1998.

14 5-6

Pennsylvania, 1968-1996.

14 7-9

Rhode Island, 1972-1999.

14 10-11

South Carolina, 1968-1995.

14 12-15

South Dakota, 1972-1996.

14

15

1-3

Tennessee, 1972-1996.

15 4-8

Texas, 1965-1992.

15 9-13

United States Virgin Islands, 2002.

15 14

Utah, 1974-1996.

15 15

Vermont, 1971-1999.

15

16

1

Virginia, 1972-1997.

16 2

Washington, 1970-1995.

16 4-6

West Virginia, 1970-1995.

16 7-8

Wisconsin, 1972-1998.

16 9-12

Wyoming, 1974-1997.

16 13-14
Press Clippings, 1966-1993.
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.

17 1-2

Drafts, 1965-2005.

Box Folder
General Drafts, 1965-2004.
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.

18

19

1-3

Uniform Custodial Trust Act, 1984-1995.

19 4-7

Uniform Disclaimer of Property Interests Act, 1994-1998.

19 8

Uniform Durable Power of Attorney Act, 1977-1980.

19 9-11

Uniform Estate Tax Apportionment Act, 1999-2005.

19 12-13

Uniform Guardianship and Protective Proceedings Act, Bulk, 1987-1999 1982-1999 (Bulk, 1987-1999) .

20

28

1-2

Intestacy, Wills, and Donative Transfers, 2005.

20 3

Uniform Management of Institutional Funds Act, 1969-1976, 2000-2005.

20 4-7

Multiple Party Accounts Act, 1985-1987.

20 8

Uniform Multiple-Person Accounts Act, 1990-1994.

20 9-10

Uniform Nonprobate Transfers on Death Act, 1988-1993.

20 11-14

Uniform Power of Attorney Act, 1986-1987, 2005.

20 15-16

Uniform Prudent Investor Act, 1992-1997.

20

21

1-3

Uniform Statutory Rule Against Perpetuities, Bulk, 1985-1989 1985-1991 (Bulk, 1985-1989) .

21 4-7

Uniform Simultaneous Death Act, 1991-1993.

21 8

Uniform Transfer on Death Security Registration Act, 1988-2001.

21

28

14

Uniform Trust Act, 1986-2003.

22 1-2

International Wills, 1966-1992.

Scope and Contents note

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

Box
22
23
Folder
1-19

Conferences and Institutes, 1971-1978.

Scope and Contents note

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

Box Folder

Denver, CO, 1971-1972.

24 1-3

Hartford, CT, 1974-1975.

24 4-5

Kansas City, MO, 1973-1974.

24 6-9

Salt Lake City, UT, 1975-1976.

24 10-11

Southern States (Nashville, TN), 1976-1978.

24 12-13

University of Michigan, 1970.

24 14

Washington, D.C., 1972.

24 15-16

Writings, 1964-2002.

Scope and Contents note

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

Box
24
25
Folder
1-40

Correspondence, 1965-2005.

Scope and Contents note

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

Box
25
26
Folder
41-45

UPC Notes, 1971-2001.

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.

Box
26
Folder
6-9

Subject Files, 1965-2005.

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.

Box
26
27
Folder
1-15
Box Folder

American Association of Retired Persons, 1974-1992.

26 10-12

American Association of University Women, 1974.

26 13-14

American Bar Association, 1999.

26 15

American Insurance Association, 1968-1975.

26 16

American College of Trust and Estate Counsel, 1991.

26 17
Alternatives to the Uniform Probate Code, 1971-1972.
Scope and Contents note

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

26 18
Blockbuster Will, 1985-1986.
Scope and Contents note

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

26 19
Code Promotion, 1968-1972.
Scope and Contents note

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

26 20
Bin Folder
Creditors' Rights, 1995-1999.
Scope and Contents note

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

26 21-22
Box Folder
Durable Power Institute Planning Committee, 1979-1980, 1987.
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.

27 1-2

Life Insurance, 1993-1995.

27 3-4

Maine Probate Code, 1983.

27 5

National Fiduciary Accounting Project, 1979-1980.

27 6
Bin Folder

National Newspaper Association, 1967-1969.

27 7
Box Folder
Omnibus Legislation, 2000.
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.

27 8

Nebraska Probate Code Outlines, 1975.

27 9
Pope Case, 1987-1991.
Scope and Contents note

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

27 10-13
South Carolina Power Matter, 1975-1977.
Scope and Contents note

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

27 14
Uniform Health-Care Decisions Act, 1991-1998.
Scope and Contents note

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

27

28

1

Veterans Administration, 1969-1971.

27 15

Reference Materials, 1960s-1980s.

Scope and Contents note

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

Box
28
Folder
2-7