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Home→Author Daniel Evans - Page 32 << 1 2 … 30 31 32 33 34 … 118 119 >>

Author Archives: Daniel Evans

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Proposed Changes to In Forma Pauperis Rules

Amendments have been proposed to various rules of civil procedure that would amend and consolidate the rules for waiving fees and costs (proceeding in forma pauperis) as Rule of Judicial Administration 1990, replacing Rule of Civil Procedure 240. Under the … Continue reading →

Posted in News, Rules and Regs. | Tagged In forma pauperis

Contents of Devised Real Estate Pass by Intestacy

A will which purported to distribute “my entire probate estate” but refers to only specific parcels or items of property was found to be ambiguous and the court looked to the circumstances of the decedent at the time the will … Continue reading →

Posted in Opinions | Tagged Intestacy, Testamentary intent

Claims of Son’s Expenses as Agent Not Allowed

The son of the decedent, who also served as a co-agent under a durable power of attorney, sought reimbursement for expenses incurred over the course of eleven years before the death of the decedent, but some of the claims were … Continue reading →

Posted in Opinions | Tagged AGent's compensation, Claim against Estate

Lack of Cognitive Decline Negated Undue Influence

In a dispute over a number of documents and transactions executed before the decedent’s death, the court found that the respondents had helped care for the decedent and had a close and confidential relationship with the decedent, and that their … Continue reading →

Posted in Opinions | Tagged Confidential relationship, Substantial benefit, Undue influence, weakened intellect

Decree Ordering Account Is Not Appealable

The Orphans’ Court agreed that it erred by ordering a party to file an account after dismissing preliminary objections and without allowing the party to file an answer to the petition, but concluded that the resulting decree was not an … Continue reading →

Posted in Opinions | Tagged Appealability

Lawyer Assessment Increase

The Pennsylvania Supreme Court has increased the annual registration fee paid by lawyers from $145 to $195. “Amendment of Rule 219(a) of the Pennsylvania Rules of Disciplinary Enforcement; No. 219 Disciplinary Rules Docket” (3/14/2022), 52 Pa.B. 1733 (3/26/2022). … Continue reading →

Posted in News, Rules and Regs. | Tagged Rules of Professional Conduct

Co-Trustee Removed for Hostility and Maladministration

The COVID-19 emergency declarations of the Delaware County Court of Common Pleas did not preclude the court from removing a co-trustee of a trust, and the removal was proper because the co-trustee had evidenced hostility to the beneficiaries and the … Continue reading →

Posted in Opinions | Tagged Removal of trustee

Conflict of Interest and Allegedly Missing Assets

An attorney who represents a beneficiary of an estate to remove an executor and who later represents the same person as successor executor does not have a conflict of interest. An objection claiming that the destruction of a computer caused … Continue reading →

Posted in Opinions | Tagged Attorney fees, Conflict of interest, Executor Commission, Personal effects

Waivers of Trustees and Guardians Ad Litem

Although two of the beneficiaries who might receive remainder distributions upon the termination of the trust in 2022 have disclaimed parts of their interests, and there are possible minor and future unborn remaindermen, the court waived the appointment of a … Continue reading →

Posted in Opinions | Tagged Disclaimers, Guardian ad litem, Trustee ad litem

Award from 9/11 Victim Compensation Fund Payable to Spouse

An award from the 9/11 Victim Compensation Fund was 100% payable to the surviving spouse as part of her intestate share of the estate in accordance with 20 Pa.C.S. § 2102(2) because it was payable under the Air Transportation Safety … Continue reading →

Posted in Opinions | Tagged 9/11 Victims Compensation Fund, Intestacy, Pretermitted spouse

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