Denial of Expanded Intervention Was Abuse of Discretion

The intervenors were initially allowed to join in the litigation only for the purpose of determining whether the person with whom they had reached a settlement agreement was validly serving as the trustee of the trust, and it was an abuse of discretion for the Orphans’ Court to deny them expanded intervention when the litigation now includes disputes over both the ownership of the rights purchased by the intervenors and the distribution of the funds that were paid to the trust by the intervenors, which the intervenors might now claim if the trust did not own the rights that the intervenors purchased. In re: Dille Family Trust, 1326 WDA 2022 (Pa. Super. 5/16/2024) (non-precedential).

[For other decisions involving this trust, see “Choice of Law for Administration of Trust,” summarizing  96 WDA 2022 and 97 WDA 2022 (Pa. Super. 9/19/2023) (non-precedential), “Contempt Affirmed over Situs Dispute,” summarizing 853 WDA 2021 (Pa. Super. 9/11/2023) (non-precedential), and “Situs of Trust Was Not Effectively Changed by Beneficiaries,” summarizing  26 WDA 2023 (Pa. Super. 5/16/2024) (non-precedential).]

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