↓

Evans Estate Law Resources

Home Menu ↓
Skip to primary content
Skip to secondary content
  • Home
  • Resource Types
    • News
    • Articles
    • Opinions
    • Rules and Regs.
    • Directories
    • Statutes
    • Rates
    • Tips
    • Overview
    • Forms
  • Rate Tables
    • Applicable Federal Rates
    • Section 7520 Rates
    • Blended Annual Rates
    • Federal Under/Overpayments Rates
    • PA Underpayment Rates
    • PA Common Level Ratios
    • Federal Estate and Gift Tax Rates and Exclusions
  • Directories
    • Registers of Wills
    • Clerks of Orphans’ Courts
    • PA Legislation Pending
    • Attorney General Offices and Notices
    • Software and Services for an Estates Practice
    • Eligible Institutions for Fiduciary Funds
  • About Us
    • Daniel B. Evans
  • Login/Membership
    • Log In
    • Membership Billing
    • Membership Cancel
    • Membership Checkout
    • Membership Confirmation
    • Membership Invoice
    • Membership Levels
Home→Categories Opinions - Page 4 << 1 2 3 4 5 6 … 77 78 >>

Category Archives: Opinions

Post navigation

← Older posts
Newer posts →

Testamentary Direction to Employ Wife Was Unenforceable

Posted on December 29, 2024 by Daniel EvansDecember 29, 2024

The Orphans’ Court had jurisdiction in a dispute over a provision in a will directing that the testator’s wife “remain on the payroll” of a corporation he controlled, and the dispute did not become moot by reason of the wife’s … Continue reading →

Posted in Opinions | Tagged Jurisdiction, Mootness, Precatory language, Will interpretation

Nonsuit Granted for Lack of Evidence of Undue Influence

Posted on December 25, 2024 by Daniel EvansDecember 25, 2024

It was not an abuse of discretion for the Orphans’ Court to sustain objections to a notice of intention to issue a subpoena when the subpoena would be issued after the deadline for discovery had passed, and it was not … Continue reading →

Posted in Opinions | Tagged Confidential relationship, Discovery, Expert testimony, Undue influence, weakened intellect, Will contest

No Gift of Checks Endorsed in Blank

Posted on December 23, 2024 by Daniel EvansDecember 23, 2024

The issuance of two checks by the decedent payable to himself and endorsed in blank was insufficient to establish gifts to the depositor of the checks when there was no evidence of the relationship between the decedent and the depositor, … Continue reading →

Posted in Opinions | Tagged Constructive trust, Delivery of gifts, Donative intent, Inter vivos gifts

Historical Society Lacked Standing on Museum’s Petition to Deviate

Posted on December 23, 2024 by Daniel EvansDecember 23, 2024

An historical society which had donated artifacts to a museum with rights to notice of any sale of the artifacts, a share of any proceeds of sale of any artifact, and an acknowledgement of its former ownership, did not have … Continue reading →

Posted in Opinions | Tagged Charitable organizations, Standing

Trustee Did Not Abuse Discretion to Allocate Principal to Income under 20 Pa.C.S. § 8104

Posted on December 22, 2024 by Daniel EvansDecember 22, 2024

The decision of the trustee to allocate some principal to income in accordance with 20 Pa.C.S. § 8104 in order to provide the income beneficiary with 3.2% of the three year average of the value of the trust principal was … Continue reading →

Posted in Opinions | Tagged PEF 8104, Principal and Income Act, Prudent Investor Rule

Litigation Settlement Enforced

Posted on December 22, 2024 by Daniel EvansDecember 22, 2024

An agreement to settle litigation is governed by principles of contract law, and an oral agreement among multiple parties may be enforced by the court even though the parties intend to later reduce the contract to writing. The Orphans’ Court … Continue reading →

Posted in Opinions | Tagged Jurisdiction, Oral contract

Ambiguous Trust Interpreted Based on Previous Wills

Posted on December 21, 2024 by Daniel EvansDecember 21, 2024

The Superior Court had previously held that the decedent’s revocable trust was ambiguous and had remanded the case for the consideration of extrinsic evidence of the decedent’s intent, and so reversed the Orphans’ Court when it disregarded the evidence that … Continue reading →

Posted in Opinions | Tagged Extrinsic evidence, Law of the case, Trust interpretation

Independent Administrator Appointed by Orphans’ Court Following Removal of Initial Administrator

Posted on December 16, 2024 by Daniel EvansDecember 16, 2024

The Orphans’ Court had jurisdiction to appoint an administrator of an estate following the removal of the administrator originally agreed to by the parties and it was not necessary to remand the choice of administrators to the Register of Wills. … Continue reading →

Posted in Opinions | Tagged Jurisdiction, Register of Wills

Attorney Fees Imposed on Claimants against Estate

Posted on December 16, 2024 by Daniel EvansDecember 16, 2024

The Orphans’ Court was justified in imposing counsel fees to an estate for “vexatious, arbitrary, and obdurate” conduct by claimants when the claims were for an unconscionable and unenforceable penalty clause in a contract and for rent under a lease … Continue reading →

Posted in Opinions | Tagged Counsel fees and costs, Rules of Appellate Procedure

Decedent Had Changed Domicile to Florida

Posted on December 16, 2024 by Daniel EvansMay 31, 2025

Florida was the proper jurisdiction to probate the will of the decedent, and not Pennsylvania, when the decedent was physically present in Florida for the last years of his life, had obtained a Florida driver’s license, had registered to vote … Continue reading →

Posted in Opinions | Tagged Domicile

Post navigation

← Older posts
Newer posts →
Home→Categories Opinions - Page 4 << 1 2 3 4 5 6 … 77 78 >>

Contact Us:

Evans Law Office
101 Old York Road, Suite 303
Jenkintown, PA 19046
Telephone: (866) 348-4250
Email: resources@evans-legal.com
Site Work and Design Provided by M&K Early Design Group
© 2025 - Evans Estate Law Resources
↑