Decedent’s grandchildren, as 30% residuary beneficiaries under the will drafted by the defendant law firm, have standing to pursue a malpractice action against the law firm when the bulk of the decedent’s assets were in a “transfer on death” brokerage … Continue reading
Daniel Evans
Ten more counties have adopted public access rules to comply with Section 7 of the Public Access Policy of the Unified Judicial System of Pennsylvania, which applies to the Clerks of the Orphans’ Courts. “Rules of Judicial Administration: Public Access … Continue reading
A request for a jury trial on the issue of incapacity was timely, and the right to a jury trial was not waived under 20 Pa.C.S. § 777(d), when the request was filed nine days after service of the petition … Continue reading
The tax bill formerly known as the “Tax Cuts and Jobs Act” (H.R. 1) is now Public Law No. 115-97. The official title of the act is “To provide for reconciliation pursuant to titles II and V of the concurrent … Continue reading
The Supreme Court has entered an order adopting new financial regulations that will increase the statutory fee for a grant of letters by the Register of Wills, and for petitions filed with the Orphans’ Court for adoptions, incapacitated persons’ estates, minors’ estates, … Continue reading
Two more counties have adopted public access rules to comply with Section 7 of the Public Access Policy of the Unified Judicial System of Pennsylvania, which applies to the Clerks of the Orphans’ Courts, and Philadelphia County has amended its … Continue reading
A beneficiary designation that was signed and mailed by the decedent was binding and effective even though the decedent died before the designation form was received by the State Employees’ Retirement System. Estate of Lynn D. Wilson v. State Employees’ Retirement … Continue reading
The Orphans’ Court properly found that the burden of proof was on the surviving wife, as the surviving owner of property conveyed to her and the decedent by the decedent in a 2006 deed, as to whether the deeds to … Continue reading
A surviving spouse who is not a beneficiary of a revocable trust executed before the marriage is not entitled to an intestate share of the trust under 20 Pa.C.S. § 2507(3) because that section is not a “rule of construction” … Continue reading
The former wife of the income beneficiary of an irrevocable inter vivos qualified terminable interest property (QTIP) trust had no standing to object to the trustee’s failure to collect income of the trust even though (a) the former wife would … Continue reading