An historical society which had donated artifacts to a museum with rights to notice of any sale of the artifacts, a share of any proceeds of sale of any artifact, and an acknowledgement of its former ownership, did not have … Continue reading
Daniel Evans
The decision of the trustee to allocate some principal to income in accordance with 20 Pa.C.S. § 8104 in order to provide the income beneficiary with 3.2% of the three year average of the value of the trust principal was … Continue reading
An agreement to settle litigation is governed by principles of contract law, and an oral agreement among multiple parties may be enforced by the court even though the parties intend to later reduce the contract to writing. The Orphans’ Court … Continue reading
The Superior Court had previously held that the decedent’s revocable trust was ambiguous and had remanded the case for the consideration of extrinsic evidence of the decedent’s intent, and so reversed the Orphans’ Court when it disregarded the evidence that … Continue reading
By an order dated December 18, 2024, the Supreme Court has amended Pennsylvania Rules of Orphans’ Court Procedure 1.8, 2.4, 14.2, 14.3, 14.4, 14.6, 14.7, 14.8, 14.9, and 14.14, rescinded and replaced Form G-01 (citation and notice of guardianship petition), … Continue reading
← Previous Year | Current Year | Following Year → HTML Version Copyright 2018- Daniel B. Evans. All rights reserved. — Short Term Rates for 2024 — — Mid Term Rates for 2024 — — Long Term Rates for 2024 — … Continue reading
The Orphans’ Court had jurisdiction to appoint an administrator of an estate following the removal of the administrator originally agreed to by the parties and it was not necessary to remand the choice of administrators to the Register of Wills. … Continue reading
The Orphans’ Court was justified in imposing counsel fees to an estate for “vexatious, arbitrary, and obdurate” conduct by claimants when the claims were for an unconscionable and unenforceable penalty clause in a contract and for rent under a lease … Continue reading
Florida was the proper jurisdiction to probate the will of the decedent, and not Pennsylvania, when the decedent was physically present in Florida for the last years of his life, had obtained a Florida driver’s license, had registered to vote … Continue reading
The trustee’s final account showed that the $10 million life insurance policy owned by the trust lapsed when the obligation of the employer to pay premiums under the split dollar agreement ended, the cash surrender value of the policy was … Continue reading