↓

Evans Estate Law Resources

Home Menu ↓
Skip to primary content
Skip to secondary content
  • Home
  • Resource Types
    • News
    • Articles
    • Opinions
    • Rules and Regs.
    • Directories
    • Statutes
    • Rates
    • Tips
    • Overview
    • Forms
  • Rate Tables
    • Applicable Federal Rates
    • Section 7520 Rates
    • Blended Annual Rates
    • Federal Under/Overpayments Rates
    • PA Underpayment Rates
    • PA Common Level Ratios
    • Federal Estate and Gift Tax Rates and Exclusions
    • Pa. Realty Transfer Tax on Life Estates and Remainders
  • Directories
    • Registers of Wills
    • Clerks of Orphans’ Courts
    • PA Legislation Pending
    • Attorney General Offices and Notices
    • Software and Services for an Estates Practice
    • Eligible Institutions for Fiduciary Funds
  • About Us
    • Daniel B. Evans
  • Login/Membership
    • Log In
    • Membership Billing
    • Membership Cancel
    • Membership Checkout
    • Membership Confirmation
    • Membership Invoice
    • Membership Levels
Home→Categories Opinions - Page 3 << 1 2 3 4 5 … 80 81 >>

Category Archives: Opinions

Post navigation

← Older posts
Newer posts →

No Hearing for Heir Occupying Real Estate

Posted on June 27, 2025 by Daniel EvansJune 27, 2025

An heir who was occupying real estate at the death of the decedent with the consent of the decedent is not entitled to a hearing before being ordered to vacate the property and deliver possession to the administrator, and the … Continue reading →

Posted in Opinions | Tagged Possession of decedent's property

Nonsubscribing Witnesses Saw Decedent’s Signature, Not Mark

Posted on June 16, 2025 by Daniel EvansJune 16, 2025

Although the will was not self-proving because one the subscribing witnesses did not witness the execution of the will, the Orphans’ Court found that two witnesses who observed the signing of the will through the window of the decedent’s home … Continue reading →

Posted in Opinions | Tagged Indispensable party, Signature by mark, Witness to will

Forgery of Will Not Proven; No Standing to Compel Account Following Valid Disclaimer

Posted on June 8, 2025 by Daniel EvansJune 8, 2025

The Orphans’ Court found the witnesses in support of the authenticity of the will to be credible, and did not find the petitioner’s allegations of forgery to be credible. The signatures in the margins of the pages of the will … Continue reading →

Posted in Opinions | Tagged Disclaimers, Standing, Will forgery

Beneficiary Substantially Complied with Requirements for Accepting Trusteeship

Posted on June 8, 2025 by Daniel EvansJune 8, 2025

The trust document stated that the beneficiary of a trust “shall become a Co-Trustee of his or her respective trust” upon reaching thirty years of age. By several emails sent to the trustee already serving and to the financial institution … Continue reading →

Posted in Opinions | Tagged Co-trustees, Situs of trust, Trustee appointment

Settlement Agreement Barred Contingent Claim

Posted on June 8, 2025 by Daniel EvansJune 8, 2025

An agreement among the children of the decedent, entered into during their father’s lifetime, under which they released “all claims” against each other “whatsoever, at law or in equity, known or unknown, asserted or unasserted, contingent or accrued, [and] discovered … Continue reading →

Posted in Opinions | Tagged Contingent claims, Family settlement agreement

Unimproved Land May Be a “Park”

Posted on June 6, 2025 by Daniel EvansJune 6, 2025

The Orphans’ Court erred in concluding that it was no longer “practicable” to use property that was donated to the township as a park and for recreational purposes because a park can be land kept in its natural state, and … Continue reading →

Posted in Opinions | Tagged Charitable gifts

No Action for Interference with Inheritance for Lifetime Transfers

Posted on May 31, 2025 by Daniel EvansMay 31, 2025

Based upon a copy of a will alleged to have been signed before the will that was probated, the petitioners attempted to claim the proceeds of sale of real property in Turkey that was sold by the guardian of the … Continue reading →

Posted in Opinions | Tagged Constructive trust, Statute of limitations, Tortious interference

Trust Beneficiary Liable for Unjust Enrichment

Posted on May 31, 2025 by Daniel EvansMay 31, 2025

It was a breach of trust for the trustee of a testamentary trust to transfer a residence to the beneficiary of a testamentary trust when the beneficiary was only entitled to use the property during her lifetime. Because the beneficiary … Continue reading →

Posted in Opinions | Tagged Breach of trust, Constructive trust, Unjust enrichment

Court Had No Jurisdiction Over Agent and Property of Florida Decedent

Posted on May 31, 2025 by Daniel EvansMay 31, 2025

After previously finding that it had no jurisdiction over the administration of the estate of a decedent who had established his domicile in Florida before his death, the Orphans’ Court also found it had no jurisdiction over challenges to actions … Continue reading →

Posted in Opinions | Tagged Domicile, Jurisdiction, Power of Attorney, Tenancy by entireties

Breach of Trust to Transfer Life Insurance

Posted on May 31, 2025 by Daniel EvansMay 31, 2025

A mother’s intention to provide additional life insurance benefits for her three daughters and not her son, who was to inherit a valuable business, failed when the additional insurance was purchased through an existing trust for the benefit of the … Continue reading →

Posted in Opinions | Tagged Breach of Fiduciary Duty, Constructive trust, Life insurance

Post navigation

← Older posts
Newer posts →
Home→Categories Opinions - Page 3 << 1 2 3 4 5 … 80 81 >>

Contact Us:

Evans Estate Law Resources
P.O. Box 178
Indian Lake, NY 12842
Telephone: (215) 233-0988
Email: resources@evans-legal.com
Site Work and Design Provided by M&K Early Design Group
© 2025 - Evans Estate Law Resources
↑