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Home→Categories Opinions - Page 64 << 1 2 … 62 63 64 65 66 … 79 80 >>

Category Archives: Opinions

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Equal Distribution Despite “Forwarding of Inheritance”

Court-approved settlement between guardian of the estate of the decedent and one of the decedent’s children precluded claim against the child for funds of the decedent that had benefited the child during decedent’s incapacity.  The court also found that the … Continue reading →

Posted in Opinions | Tagged Avancements, Equitable powers

Parental Rights Terminated to Allow Adoption

Parental rights of both mother and father terminated under 23 Pa.C.S. § 2511 when 11 year old child had been in foster care for more than six months, both parents failed to make progress in correcting the conditions that led … Continue reading →

Posted in Opinions | Tagged 23 Pa.C.S.A. section 2511, Termination of parental rights

Oral Contract to Make Will Upheld

A pre-1993 oral contract to make a will was found to have been established by the testimony of the beneficiary’s husband, brother, and nephew, and the beneficiary was found to have substantially performed her obligations under the contract when she … Continue reading →

Posted in Opinions | Tagged Contract to will, PEF 2701

Revocable Trust Modified by Later Marriage

Declaratory judgment was appropriate to hold that second spouse, who had not elected against will executed before her marriage to the decedent, was entitled to an intestate share of the decedent’s revocable trust which was also executed before marriage, and … Continue reading →

Posted in Opinions | Tagged Declaratory Judgment, Disclaimers, PEF 2507, PEF 7710.2

Standing Is Not Jurisdictional

Posted on April 1, 2015 by Daniel EvansOctober 10, 2019

I feel somewhat vindicated by a recent order of the Supreme Court, which confirms my opinion that In re Estate of Briskman, 808 A.2d 928, 2002 PA Super 287 (2002), was wrongly decided. In Briskman, the Superior Court found that … Continue reading →

Posted in News, Opinions | Tagged Jurisdiction, PEF 908, Standing

Executor of Trustee’s Estate has Standing to Inquire into Charitable Trusts

The executor of a deceased trustee’s estate has sufficient standing to survive preliminary objections to a petition requesting records of charitable trusts when the executor has alleged (a) that the deceased trustee may have been entitled to compensation from the … Continue reading →

Posted in Opinions | Tagged Standing

Appeal of Order Denying Injunction against Sale of Property is Interlocutory

An order of an Orphans’ Court denying an injunction against a personal representative prohibiting a sale of real or personal property of the decedent is interlocutory and not a collateral order and so not subject to appeal.  Estate of Virginia … Continue reading →

Posted in Opinions | Tagged Pa.R.A.P. 342

DPW Claim Against Estate Instead of Wrongful Death Action

The court erred in division of wrongful death action damages and survival action damages, because Department of Public Welfare’s (DPW) medicare claim was against the estate instead of a personal injury lien (which would be against the wrongful death action). … Continue reading →

Posted in Opinions | Tagged Class 3 claim, Class 5.1 claim, DHS, DPW, Survival action, Wrongful Death

No Genuine Issue of Material Fact in Undue Influence Claim

Petitioner (in will contest) claimed fraud and undue influence against decedent’s attorney, who contacted the County Office of Services for the Aging (COSA), after petitioner had solicited the attorney’s help to draft a new will for the decedent but would … Continue reading →

Posted in Opinions | Tagged Fruad, Summary judgment, Undue influence, Will contest

Surcharges Imposed; Ownership of Properties Resolved

One co-executor surcharged for legal fees paid to defend criminal harassment charge by beneficiary; another executor surcharged for payment of invoices for work supposedly done by the executor during decedent’s lifetime when there was a lack of credible evidence that … Continue reading →

Posted in Opinions | Tagged Donative intent, Executor Commission, Statute of Frauds, Statute of limitations, surcharge

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