The Supreme Court has published an updated list of the financial institutions which are “eligible institutions” in which lawyers may deposit funds held by the lawyer as a personal representative, guardian, conservator, receiver, trustee, agent under a durable power of … Continue reading
Daniel Evans
Order allowing a “private auction” of real estate among the beneficiaries of the estate was an order that determined an interest in real property within the meaning of Pa.R.A.P. 342(a)(6), so that it was appealable as of right and the … Continue reading
Guardian who was found to have engaged in acts of self-dealing and was removed as guardian, and whose account showed that funds were paid to the guardian and to possibly fictitious third parties without explanation, was denied any compensation as … Continue reading
Decedent’s will contained only one bequest, to his brother of the “real estate interest” in the bar the decedent co-owned with his brother. Because the will had no residuary clause, the bar was in a leased property which the decedent … Continue reading
Trust created by agent under power of attorney was invalid because the agent failed to preserve the principal’s estate plan, the principal having no will and the trust benefiting only three of the principal’s seven children. Capobianco Estate, Power of Attorney, … Continue reading
When a person dies without a will, or dies with a will that does not have a residuary clause or does not dispose of the decedent’s entire estate, then the part of the decedent’s estate not disposed of by a...
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As a co-agent with her husband, a wife had a duty to the principal to act on her knowledge of her husband’s actions to protect the principal from theft and fraud by the husband as co-agent, and is therefore jointly … Continue reading
The Internal Revenue Service has introduced a new online service that can provide additional information about tax-exempt organizations. According to IR-2018-116, the new Tax Exempt Organization Search (TEOS) replaces EO Select Check (a more limited service available since 2012) and makes … Continue reading
The order of the Supreme Court that amended the public access policy of the Pennsylvania courts and was published at 48 Pa.B. 2113 (4/14/2018) has been republished as an “Amended Order” at 48 Pa.B. 2602 (5/5/2018). The only apparent change is that … Continue reading
The executor or administrator of a decedent’s estate is required to file the estate tax return for the estate (I.R.C. § 6018(a)) and is liable for the resulting tax (I.R.C. § 2002), and is required to file the decedent’s income...
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