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Home→Author Daniel Evans - Page 53 << 1 2 … 51 52 53 54 55 … 118 119 >>

Author Archives: Daniel Evans

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Deed Executed before Letters Granted, and Mortgage Based on Deed, are Void

Deed of decedent’s property to administrator individually, executed two months before being appointed administrator, was voidable and voided by the court, and the mortgage of the property executed after letters were granted, but signed by administrator in her individual capacity, … Continue reading →

Posted in Opinions | Tagged self dealing, Void and Voidable

Presumption of Paternity Applies to Same-Sex Marriages

The presumption that a child born during a marriage is the child of both parents applies even in same-sex marriages, and so the non-birth parent has standing in a dependency hearing over the child. In the Interest of: A.M., a … Continue reading →

Posted in Opinions | Tagged Presumption of paternity, Same-sex marriage

Application of Cy Pres Denied for Decertified Volunteer Fire Company

Although a nonprofit corporation formed as a volunteer fire company had been decertified and could no longer fight fires in accordance with its original charitable purposes, involuntary dissolution and cy pres would not be applied when the corporation continues to … Continue reading →

Posted in Opinions | Tagged Cy pres, Nonprofit corporation

Ambiguous and Incomplete Document not a Will

Three handwritten pages labeled “Pg 1,” “Pg 3,” and “Pg 4,” with all three paragraphs on the first page page struck through diagonally and a signature on page 4, were found to be notes of the decedent, and not a … Continue reading →

Posted in Opinions | Tagged Testamentary intent

Person Suffering from Dementia cannot Change Domicile

A ninety year old woman suffering from dementia was unable to change her domicile, so her estate was not subject to inheritance tax even though her son had moved her from New York to an assisted living facility in Pennsylvania … Continue reading →

Posted in Rulings | Tagged Domicile, Inheritance Tax

Life Insurance Waiver Enforceable Notwithstanding ERISA

Civil Division had concomitant jurisdiction with Orphans’ Court over life insurance proceeds that were the subject of a property settlement agreement following the divorce of the decedent and his former spouse, and had the power to impose damages on the … Continue reading →

Posted in Opinions | Tagged ERISA, Jurisdiction, Life insurance

Recusal Refused after Approval of Merger of Trusts

Not allowing a litigious beneficiary any oral argument after the late filing of an unconvincing brief is not grounds for recusal. Robert M. Mumma Estate, 10 Fid.Rep.3d 18 (Cumberland O.C. 2019), app. quashed, 1326 MDA 2019 (5/11/2020) (non-precedential). … Continue reading →

Posted in Opinions | Tagged Recusal of Judge

Validity of Will Upheld for Lack of Evidence of Undue Influence or Incapacity

Evidence that the decedent ended contacts with friends, stopped speaking to his son, moved to the Poconos, and remarried is not sufficient proof of undue influence by his second wife, lack of testamentary capacity, or fraud in the inducement, and … Continue reading →

Posted in Opinions | Tagged Testamentary Capacity, Undue influence

No Termination of Trust with Vested Charitable Remainder

A trust with a remainder payable to a named charity will not violate the rule against perpetuities even though the current beneficiaries were not lives in being when the trust was created, and so the early termination of the trust … Continue reading →

Posted in Opinions | Tagged Charitable trusts, PEF 7740.1, PEF 7740.3, Rule against perpetuities

Realty Transfer Tax on Remainders

When there is a transfer of a residence or other real estate with a retained life estate (which is usually not recommended, because it does not avoid any inheritance tax and can restrict the ability of the transferor to sell … Continue reading →

Posted in Tips | Tagged Realty transfer tax

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