The Orphan’s Court denied the guardian’s petition to allow the incapacitated person to continue to qualify for Medicaid through a combination of an annuity and gifts, and the Superior Court affirmed. The guardian did not aver or produce evidence that … Continue reading
Category Archives: Opinions
An appeal of a denial of legal fees is not an interlocutory appeal but an appeal allowable under Pa.R.A.P. 342(a)(5) because it is a determination of whether the petitioner is a creditor of the incapacitated person’s estate. However, a determination … Continue reading
Objections to an account were waived when they were not included in written objections filed in accordance with Pa. R.O.C.P. 2.7 and no request was made to amend the objections that were filed. The objections that were filed and were … Continue reading
The refusal of the Orphans’ Court to approve a “spend-down plan” to allow the incapacitated person to qualify for Medicaid by spending principal on a burial fund and making gifts was not an abuse of discretion or an error of … Continue reading
The notice of audit of the executor’s account that was sent to the decedent’s grandchildren and other beneficiaries stated that objections must be filed 20 days before the audit date, but the grandchildren received a copy of the decree setting … Continue reading
The imposition of contempt sanctions by the Orphans’ Court for filing additional frivolous pleadings after being ordered not to was not a denial of due process even though no formal hearing was held because the litigant had notice of the … Continue reading
The Superior Court would not reweigh or redetermine the credibility of the witnesses in the guardianship proceeding, and so affirmed that the expert medical testimony provided clear and convincing evidence that the appellant had untreated schizophrenia and was unable to … Continue reading
The Superior Court affirmed the upholding of objections of the personal representative of the estate of the deceased incapacitated person (the ward) to the account of the guardian, and the resulting surcharge of the guardian, on the following grounds: The … Continue reading
In the absence of a petition for guardianship or a petition in the orphans’ court to approve the actions of an agent under a power of attorney, the civil division of the court of common pleas had jurisdiction to determine … Continue reading
Because the decedent’s will directed his executors to arrange for his burial, the decision of the executor to exclude his brothers from the burial service prevailed over the wishes of his two brothers, even though they were the majority of … Continue reading