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Home→Author Daniel Evans - Page 79 << 1 2 … 77 78 79 80 81 … 129 130 >>

Author Archives: Daniel Evans

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Forgery, Lack of Testamentary Capacity, and Undue Influence Not Proven

Forgery is not proved by the testimony of the decedent’s children that the signature on the will does not look like the decedent’s when the decedent’s lawyer and the subscribing witnesses to the will all testify that they saw the … Continue reading →

Posted in Opinions | Tagged Forgery, Testamentary Capacity, Undue influence

No Life Support for Child without Brain Activity

Court would not issue a temporary restraining order to continue life support for minor child who showed no brain activity and was legally dead under the Uniform Declaration of Death Act, 35 P.S. § 10203.  In Re Anonymous, a Minor, 8 … Continue reading →

Posted in Opinions | Tagged Life support

Timely Payment of Inheritance Tax

Posted on October 15, 2018 by Daniel EvansOctober 15, 2018

The five percent discount for inheritance tax paid within three months of death (§ 2142 of the Inheritance and Estate Tax Act, 72 P.S. § 9142) is often a significant benefit, and so care should be taken to make sure...

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Posted in Articles, Tips | Tagged Inheritance Tax, Inheritance tax discount

Clinton County Adopts New Local Orphans’ Court Rules

Clinton County has adopted new local Orphans’ Court rules, effective thirty days after publication.  “Local Rules; 29 January Term 1976” (Clinton Co. 9/28/2018), 48 Pa.B. 6551, 6561 (10/13/2018). … Continue reading →

Posted in News, Rules and Regs. | Tagged Local Rules, Pa.O.C. Rules

Clinton County Updates Public Access Rule

Clinton County has updated its administrative rules, including its rule on the public access policy.  “Local Rules; 29 January Term 1976” (Clinton Co. 9/28/2018), 48 Pa.B. 6551 (10/13/2018). … Continue reading →

Posted in News, Rules and Regs. | Tagged Public access policy

Agent Cannot Represent Incapacitated Principal in Divorce Action

The Superior Court has held that an incapacitated person can be represented in a divorce action only by a court-appointed guardian or guardian ad litem, and that an agent under a durable power of attorney cannot prosecute or defend a … Continue reading →

Posted in Opinions, uncategorized | Tagged Agent's powers, Divorce, Incapacitated Person

No Substantial Compliance in Beneficiary Change

Change of beneficiary form that referred to original annuity contract and was submitted to the insurance company after the contract had matured and been converted to a supplemental annuity contract was insufficient to change the beneficiary of the supplemental contract … Continue reading →

Posted in Opinions | Tagged Beneficiary designations, Declaratory Judgment, Substantial compliance

Replacement of Trustee by Beneficiary

When trust document grants the beneficiary the power to remove and replace a corporate trustee “for any reason whatsoever” with court approval, the beneficiary did not need to allege or show any cause for removal provided by 20 Pa.C.S. § … Continue reading →

Posted in Opinions | Tagged Removal of trustee

Burden of Proof in Will Contest

Will contest alleging lack of testamentary capacity and undue influence was subject to nonsuit when proponent of will introduced self-proving will that had been admitted to probate and objectant failed to call any witnesses, offering only medical records that were … Continue reading →

Posted in Opinions | Tagged Burden of proof, Testamentary Capacity, Undue influence, Will contest

Surcharge of Guardian for Failing to Account and Self-Dealing

Guardian of the estate of an incapacitated person was surcharged for unexplained discrepancies in her account showing funds were missing, for an act of self-dealing by payment to an entity owned by the guardian’s husband, and for a payment allegedly … Continue reading →

Posted in Opinions | Tagged Guardian compensation, self dealing, surcharge

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