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 trusts and (b) that the trusts may have committed acts exposing the trustee’s estate to liability as a “foundation manager” under the Internal Revenue Code, but the Orphans’ Court on remand may limit discovery to records with “some tangible nexus” to the issues raised in the petition.  In re: Raymond G. Perelman Charitable Remainder Unitrust, et al., 113 A.3d 296, 2015 PA Super 53, Nos. 151 EDA 2014, 155 EDA 2014, 162 EDA 2014, 163 EDA 2014, and 164 EDA 2014 (3/17/2015).

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