The rules of construction for lapsed legacies which are found at 20 Pa.C.S. § 2514(9), (10), and (11) apply only to individuals and so are not relevant to the cy pres doctrine, which the Orphans’ Court properly applied in directing … Continue reading
Daniel Evans
Philadelphia has updated its public access rules to reflect amendments to the statewide public access policy. “Amendment of Phila.R.J.A. Nos. *401, *402 and *403; No. 02 of 2017” (Philadelphia Co. 5/10/2018), 48 Pa.B. 3078 (5/26/2018). … Continue reading
Butler County has issued an administrative order restricting public access to indices of the Register of Wills and Clerk of the Orphans’ Court. “Register of Wills—Clerk of the Orphans’ Court, Public Access; MsD 1 of 2018” (Butler Co. 5/2/2018), 48 … Continue reading
Trustee of terminating trust had proposed distribution directly to a public school, rather than to a trustee for the school, believing that the costs of administering the trust would outweigh the benefits of the trust, but the Attorney General objected … Continue reading
Fees of guardian and her counsel were approved over objections of the trustee of the ward’s revocable trust in Florida, the request for counsel fees by the trustee were denied, and the guardian was granted permission to submit a new … Continue reading
Son was allowed to intervene in litigation which his deceased father had begun over the validity of a trust allegedly created by the father, even though the son’s interests as a beneficiary under his father’s will were protected by the … Continue reading
The Disciplinary Board of the Supreme Court of Pennsylvania has proposed a new Rule of Professional Conduct 8.4(g) that would make it a matter of professional misconduct to “knowingly manifest bias or prejudice” in the practice of law. “Proposed Amendments … Continue reading
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
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