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Home→Categories Opinions - Page 11 << 1 2 … 9 10 11 12 13 … 79 80 >>

Category Archives: Opinions

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Notice Required for Auditor’s Report

Posted on May 16, 2024 by Daniel EvansMay 17, 2024

It was reversible error for the Orphans’ Court to adopt the report of the auditor of the account of the guardian of the estate of the decedent without first giving the parties notice of the filing of the report, as … Continue reading →

Posted in Opinions | Tagged Auditor, Local Rules, Notice, Pa.O.C. Rules

Claim for Liquidated Totten Trust Denied

Posted on May 12, 2024 by Daniel EvansMay 12, 2024

The power of the decedent’s agent to “engage in banking and financial transactions” included the power to liquidate certificates of deposit that were “Totten trusts” with beneficiary designations in favor of the appellant, and the appellant failed to adequately develop … Continue reading →

Posted in Opinions | Tagged Agent's duties, Agent's powers

Debt Based on Oral Contract Not Barred by Statute of Limitations

Posted on April 28, 2024 by Daniel EvansApril 28, 2024

The decedent’s former wife and her sister had lent large amounts of money to the decedent for his support, and there were written communications sufficient to show an oral contract for enforceable claims against the decedent which were not barred … Continue reading →

Posted in Opinions | Tagged Oral contract, Statute of limitations

Ninety Percent Reduction of Legal Fees

Posted on April 28, 2024 by Daniel EvansApril 28, 2024

The Orphans’ Court awarded legal fees to an executor against a beneficiary who had impeded the executor in his attempts to recover property of the decedent in the possession of the beneficiary, but the court allowed only about ten percent … Continue reading →

Posted in Opinions | Tagged Attorney fees

Photocopy of Contract Not to Change Will Was Inadmissable

Posted on April 28, 2024 by Daniel EvansApril 28, 2024

A photocopy of an alleged contract between a husband and wife not to change their wills was properly ruled to be inadmissable as evidence under the “best evidence rule” of Pa.R.E. 1002 because there was a “genuine issue” as to … Continue reading →

Posted in Opinions | Tagged Best evidence rule, Contract to will, Forgery

Divorce Action Abated under PEF Code § 3375

Posted on April 27, 2024 by Daniel EvansApril 27, 2024

An action for divorce did not automatically abate upon the death of one spouse because grounds for divorce had been established. The trial court properly allowed a petition for abatement under 20 Pa.C.S. § 3375 because it was not a … Continue reading →

Posted in Opinions | Tagged Abatement of action, Grounds for divorce established

No Less Restrictive Alternative to Plenary Guardianship

Posted on March 31, 2024 by Daniel EvansMarch 31, 2024

The Orphans’ Court properly concluded that there were no less restrictive alternatives for an alleged incapacitated person, and that a plenary guardian of his person and estate were necessary, when the alleged incapacitated person was shown to be suffering from … Continue reading →

Posted in Opinions | Tagged Guardianship, Incapacitated Person, Less restrictive alternative

Nephews Lacked Standing on Guardianship Expenses

Posted on March 31, 2024 by Daniel EvansNovember 24, 2024

The nephews of the incapacitated person had no standing to challenge the counsel fees and commissions claimed by the guardian of the estate when their father (the incapacitated person’s brother) was still living and their only interest in the incapacitated … Continue reading →

Posted in Opinions | Tagged Counsel fees and costs, Standing

Orphans’ Court Had Exclusive Jurisdiction over All Claims Related to Trust Administration

Posted on March 31, 2024 by Daniel EvansMarch 31, 2024

The claims by the beneficiaries of a trust against the trustee and others for fraud and conversion concerned the administration of the trust, and so were all within the exclusive jurisdiction of the Orphans’ Court, which has all of the … Continue reading →

Posted in Opinions | Tagged Jurisdiction, Orphans' Court

Surcharge for Half of Wrongful Death Proceeds

Posted on March 31, 2024 by Daniel EvansOctober 13, 2024

When the court order settling a wrongful death action directs the payment of the proceeds to settlement “to the Administratrix on behalf of the Estate,” the funds were part of the estate and were to be distributed in accordance with … Continue reading →

Posted in Opinions | Tagged surcharge, Wrongful Death

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