Because a farm cannot be physically partitioned equitably between beneficiaries as tenants in common, the farm must be sold and proceeds divided according to ownership interest. Cremers Estate, 4 Fid. Rep. 3d 484 (OC Chester 2014) (Opinion by Hall, J.)
The Commonwealth Court has affirmed a decision of the Orphans’ Court of Montgomery County that a donor to a foundation lacks standing to enforce the conditions of a loan made by the foundation to a church when there was no allegation that the donor had made the gift in trust, or that the donor had imposed contemporaneous conditions on the gift to the foundation, citing both the Uniform Trust Act, 20 Pa.C.S. § 7731, and common law principles. In Re: Foundation For Anglican Christian Tradition, 5 Fid.Rep.3d 1, 103 A.3d 425, No. 2164 C.D. 2013 (Pa. Cmwlth. 11/5/2014).
Judge Leonard B. Sokolove, who served for many years on the Orphans’ Court of Bucks County, died at his home on Monday, November 3.
I had the honor of appearing before him on several occasions, and he was a man of great intelligence, wit, and compassion. He was a judge you would like and admire even as he ruled against you.
Below are the comments I have submitted to the Pa. Disciplinary Board on the proposed change to Rule of Disciplinary Enforcement 217 that would require all “formerly admitted attorneys” to resign from all fiduciary positions, regardless of whether the lawyer has been disbarred, is temporarily suspended, or has retired. This is in response to “Proposed Amendments to the Pennsylvania Rules of Professional Conduct and the Rules of Disciplinary Enforcement to Reduce Loss Resulting from the Misappropriation of Client and Third Party Funds,” 44 Pa.B. 6070 (9/27/2014).
A petition to determine the ancestry of the petitioner, which the petitioner alleged was needed for an application for dual Italian and American citizenship, has been denied for lack of jurisdiction. In re Marino, 62 Ches. Co. L. Rep. 348, 4 Fid. Rep. 3rd 447 (9/25/2014) (Opinion by Hall, J.).
The son of decedent, who was an agent under power of attorney and became executor of his mom’s estate, closed “payable on death” bank account while agent and distributed the money to two of the decedent’s three children and his son; the Court concluded that the document’s language lacked specificity to allow unlimited giving under power of attorney, ordering the money returned to the estate and distributed in accordance with the “payable on death” provision of the bank account. Coury Estate, 4 Fid. Rep. 3d 436 (OC Carbon 2014) (Opinion by Matika, J.)
Court terminated parental rights of father for two children, because of father’s domestic violence, drug and alcohol abuse, and mental health. In Re B.B. and M.B., 4 Fid. Rep. 3d 429 (OC Berks 2014) (Opinion by Keller, J.)
Decedent with multiple residences was found to be domiciled in Pennsylvania, as all of his mail came to his Philadelphia residence and he wished to return there; undue influence was not proved by either direct or indirect evidence, as the decedent was a strong willed individual with much business experience; and fraud, insane delusion, forgery, and lack of testamentary capacity lacked supporting evidence in will contest. Rothberg Estate, 4 Fid. Rep. 3d 403 (O.C. Phila. 2014) (Opinion by O’Keefe, Admin. J.), aff’d, Nos. 2391 EDA 2014 and 2795 EDA 2014 (Pa. Super. 6/26/2015) (non-precedential).
The Commonwealth (as parens patriae) objected to first and final account of estate and trust with charitable beneficiaries, because the Commonwealth was not given Rule 5.6 notice, and the trust and estate terminated at the death of the lifetime beneficiary, which occurred approximately 2 years before final accounts were filed; the Court found no harm in the delay, nor any breach of duty to preserve the assets of the estate and trust, meaning no harm occurred and no surcharge was warranted. Connor Estate and Trust, 4 Fid. Rep. 3rd 456 (OC Chester 2014)
It has only now come to our attention that amendments to Pennsylvania disciplinary rules were proposed in September, with a comment period ending November 3. The amendments are intended to reduce lawyer misappropriations from client funds and fiduciary funds in the possession of lawyers. According to the Disciplinary Board, the proposed rules would:
- “impose certain restrictions on the brokering, offer or placement of investment products in relation to the provision of legal services;
- “clarify the financial records required to be maintained, require account reconciliations on a monthly basis, require prompt availability and production of records upon request or demand, and allow for the temporary suspension of an uncooperative respondent-attorney;
- “require attorneys to provide on the annual fee form additional account information that will assist ODC [Office of Disciplinary Counsel] in the investigation of misappropriation cases and the preservation of fiduciary funds and other property;
- “streamline unduly cumbersome procedures that impede investigations and that unnecessarily extend the time from initial detection of signs of theft to successful prosecution; and
- “emphasize the importance of prompt and complete disengagement from the practice of law by a suspended or disbarred attorney, provide an incentive to timely disengage and consequence for failure to timely disengage, and give ODC enhanced oversight authority to ensure that a formerly admitted attorney has promptly and fully disengaged.”
“Proposed Amendments to the Pennsylvania Rules of Professional Conduct and the Rules of Disciplinary Enforcement to Reduce Loss Resulting from the Misappropriation of Client and Third Party Funds,” 44 Pa.B. 6070 (9/27/2014).