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
Daniel Evans
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
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
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
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
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
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
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
The Internal Revenue Service has published new proposed regulations to address the changes to the required minimum distribution rules under the amendments to section 401(a)(9) made by sections 114 and 401 of the Setting Every Community Up for Retirement Enhancement … Continue reading
The most recent Pennsylvania Bulletin includes actual and proposed changes to CLE and annual registration procedures that may be of interest to Pennsylvania lawyers generally. The Rules for Continuing Legal Education have been amended to allow some CLE credits for … Continue reading