HeinOnline's American Law Institute Library includes access to the Restatement annotations. Members must be logged in to jenkinslaw.org to access this database. HeinOnline is also available in the library.
Restatement of the Law, Trusts
Westlaw, available on the library's Westlaw computers, includes annotations to the Restatements of the Law. Case annotations follow the text of the Restatement section and are labeled "Case Citations". Westlaw indicates the currency of these annotations in the update information found above the Restatement section. In addition, KeyCiting the Restatement section by using the Citing References tab may lead to additional case citations as well as other types of documents. When applicable, these may include trial court orders, administrative decisions and guidance, other secondary sources, appellate court documents, trial court documents, and more.
In print, case annotations to the Restatements can be found in the annual pocket parts located in the back inside "pocket" of each volume. Depending on the date of pocket part, additional case citations may be available in the most recent Interim Case Citations to the Restatements of the Law. When the annotations become extensive, they may also be found in softbound cumulative supplements or hardbound Appendix volumes.
Restatement of the Law, Third, Trusts
(KF730 A522 2003)
Restatement of the Law, Third, Trusts: Prudent Investor Rule
(KF730 A520 1992)
Restatement of the Law, Second, Trusts 2d
(KF730 A512 1959)
Restatement of the Law of Trusts
(KF730 A507 1935)
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
Compiled case annotations to the Restatements can be useful tools to determine how a Restatement provision has been applied by a particular court. These annotations are available in print, on the member database HeinOnline, and on the library's Westlaw computers.
In print, case annotations can be found in pocket parts, cumulative supplements, appendices, and interim case citation pamphlets. Pocket parts are published annually and placed in the back inside "pocket" of the Restatement. Generally, pocket parts include annotations that have cited the provisions found in that volume. Corrections to the Restatement volume are also found in the pocket part. When a pocket part has grown too large to fit in the pocket of the book, a softbound cumulative supplement is published instead. When the annotations become extensive, they are transferred to a hardbound Appendix volume. Not all Restatements have appendix volumes, and some have multiple appendix volumes. Interim case citation pamphlets are published twice a year and contain case summaries for all Restatements and Principles of the Law that have been decided after the last pocket part. For more information on case citations, see ALI's Frequently Asked Questions page.
On HeinOnline, these annotations can be found under the Restatement subject in files named Case Citations, Cumulative Annual Pocket Part, and Appendix. The Case Citations files are not cumulative. To be thorough, researchers should check all Case Citations files dated after a Cumulative Annual Pocket Part or Appendix.
On Westlaw, case annotations follow the text of the Restatement section and are labeled "Case Citations". They are organized by jurisdiction. Westlaw indicates the currency of these annotations in the update information found above the Restatement section. In addition, KeyCiting the Restatement section by using the Citing References tab may lead to additional case citations as well as other types of documents. When applicable, these may include trial court orders, administrative decisions and guidance, other secondary sources, appellate court documents, trial court documents, and more.
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. Select case citation sources to the third series of Trusts may include case citations to all three series of the Restatement of Trusts.
The third series of Trusts: Prudent Investor Rule was published in 1992 as a partial revision of the second series (see Forward to Restatement (Third) of Trusts: Prudent Investor Rule, at IX (1992)). In 2007 the Prudent Investor Rule was incorporated into volume 3 of the third series (see Forward to Restatement (Third) of Trusts, at XI (vol. 3, 2007)).
The second series of Trusts was published in 1959. Select case citation sources to the second series of Trusts may include case citations to the first and second series of the Restatement of Trusts.
The first series of Trusts was published in 1935. Select case citation sources may include case citations to the first series with the second and third series of the Restatement of Trusts.
Use the Parallel Tables to find the corresponding section numbers between series of Restatements.
Restatement in the Courts contains a glossary of terms defined by the courts as well as case citations to supplement the individual state annotation volumes.
"The primary purpose of this volume is to serve as a working tool to supplement the use of the Restatement by giving convenient access and reference to those numerous decisions of the courts which have cited the Restatement. It is not intended as a substitute for state annotations but as in some degree a supplement to them." Preface to Restatement In the Courts 5 (Am. Law Inst., 4th ed, Nov. 1939).
The Restatement in the Courts American Law Institute