Accounts of estate and inter vivos trust (funded by estate) were filed together, and executor and trustee was denied commissions for failure to administer estate and trust in timely fashion, objections to miscellaneous expenses were sustained for failure to substantiate the expenses, and legal fees were reduced based on LaRocca factors, with the executor and trustee being surcharged for half of some of the fees due to the trustee’s dilatory conduct. Tobias Trust, 12 Fid.Rep.3d 251 (Montgomery O.C. 2020); Tobias Estate, 12 FId.Rep.3d 262 (Montgomery O.C. 2020).
[Note: These are the same adjudications for which the court wrote a R.A.P. 1915(a) opinion published at 12 Fid.Rep.3d 143 (Montgomery O.C. 2021), which was affirmed in part, reversed in part, vacated in part, and remanded by the Superior Court, 446 EDA 2021 and 2176 EDA 2020 (Pa. Super. 1/19/2022) (non-precedential).]