Exercise of Limited Power of Appointment Invalid (Pa. Super. NP)

The Superior Court has affirmed the grant of summary judgement by the Orphans’ Court holding that the attempted exercise of a limited power of appointment was invalid because it was not to a “charity” as defined by the trust document. In re: Trust under Agreement of Sara Mellon Scaife, 866 WDA 2025 (Pa. Super. 9/23/2026) (non-precedential), aff’g, Scaife Trust, 3 Fid.Rep.4th 223 (Allegheny O.C. 2025).

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