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Home→Categories Opinions - Page 75 << 1 2 … 73 74 75 76 77 … 79 80 >>

Category Archives: Opinions

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Weakened Intellect not Shown

Proponent of will received substantial benefit under new will because his share of the estate increased from 6% to 35%, and his family’s share increased from 39% to 76%, and proponent had a confidential relationship with the testator, his aunt, … Continue reading →

Posted in Opinions | Tagged Confidential relationship, Substantial benefit, Undue influence, weakened intellect

Contributions to Entirities Account and Gifts

Shortly before decedent’s death, decedent deposited proceeds from the sale of his business into a bank account in joint names with his wife (tenancy by the entirety), from whom he was separated, and then promptly withdrew the money, placing it … Continue reading →

Posted in Opinions | Tagged Gift, Multiple-Party Account Act, PEF 6303, Tenancy by the entirety

Costs of Surcharge Defense Paid by Trust

Trustees who successfully defend themselves against a surcharge action are entitled to recover the legal fees and costs from the trust, and the litigation costs relating to three trusts should be born proportionately by all three trusts because the surcharge … Continue reading →

Posted in Opinions | Tagged Litigation costs, surcharge

Consideration of Beneficiary’s Other Resources

Trust allowed invasion of principal for support, education, and health care of beneficiary “after considering other available resources and economies of taxation,” and the trustee paid medical bills but refused to pay rent or purchase an automobile for the beneficiary.  … Continue reading →

Posted in Opinions | Tagged Principal distributions, Trustee discretion

Executor Surcharged for Excessive Costs Incurred and Losses

Executor surcharged for missing dividends, for the costs of multiple appraisals, for losses upon the sale of securities that should have been more promptly liquidated, for litigation costs that exceeded the amounts at issue, and for late filing penalties for … Continue reading →

Posted in Opinions | Tagged Executor's duties, surcharge

Department of Revenue Waived All Issues by Failing to Appear

The failure of the Department of Revenue to appear at the hearing of an inheritance tax appeal in the Orphans’ Court or otherwise participate in the decision of that court operated as a waiver of all issues before that court … Continue reading →

Posted in Opinions | Tagged Inheritance Tax, Rules of Appellate Procedure, Waiver

Mortgage Lien Extinguished by Court-Ordered Sale

Mortgage lien was extinguished by sale ordered by court under 20 Pa.C.S. 3353, which had the effect of a judicial sale.  Landis Estate, 3 Fid. Rep. 3d 183 (O.C. Montgomery Co. 2013), rev’d, 85 A.3d 506, 2014 PA Super 7 (2014). … Continue reading →

Posted in Opinions | Tagged Mortgage lien, PEF 3353

Agent’s Account not Reliable and not Confirmed

Agent’s account was found to be unreliable and was not confirmed, so the agent was ordered to return to the guardian of the estate of the incapacitated principal amounts claimed to have been paid as compensation, reimbursements for expenses, or … Continue reading →

Posted in Opinions | Tagged AGent's compensation, Agent's liability

Discretion of Guardian to Spend Income

After incapacitated person was found to be eligible for medical assistance, guardian of the estate was not required to file a petition to seek court approval to spend the ward’s income on expenses other than the medical and nursing home … Continue reading →

Posted in Opinions | Tagged Guardian's discretion, Medical assistance

Oral Prenuptial Agreement Enforced

An oral prenuptial agreement may be established by clear and convincing evidence, and the court found credible the wife’s testimony that there was an agreement that she would have an interest in the marital residence based on her use of … Continue reading →

Posted in Opinions | Tagged Clear and convincing evidence, Prenuptial Agreement

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