After second wife of decedent had the remains of her late husband disinterred from his original grave and reburied at a different cemetery, the petition of the decedent’s children to have their father disinterred a second time and reburied in the first cemetery was denied, the court finding that the wife was entitled to rely on the decision of the local registrar that she was the only “next of kin” whose consent was needed to issue a disinterment permit. McCarthy et al. v. McCarthy, 6 Fid.Rep.3rd 315 (O.C. Lawrence Co. 6/10/2016), aff’d, No. 1013 WDA 2016 (Pa. Super. 4/17/2017) (non-precedential).
Trustee not surcharged for sale of property below assessed value because after two years of attempting to sell the property, which was in deteriorating condition, the acceptance of the highest bid at a public auction was reasonable. The trustee was also not surcharged for failing to give notice to the other beneficiaries of their right of first refusal to purchase the property at the sale price because the lack of notice caused no harm; all of the beneficiaries were already aware of the right of first refusal and the results of the auction, and there was no evidence that any of them wished to exercise the right. Perry Estate, 6 Fid.Rep.3rd 309 (O.C. Jefferson Co. 7/18/2016).
Adoption of child by foster parents was found to be in the best interests of the child, and adoption petitions by paternal grandmother and paternal great aunt were denied, even though the child’s brother lived with the grandmother, the court finding no bond between the siblings and expressing concerns about the mental stability of the grandmother’s paramour and the grandmother’s role in public accusations and threats against the foster parents. Adoption of B.N.M., 6 Fid.Rep.3rd 289 (O.C. Berks Co. 4/15/2016), aff’d, No. 372 MDA 2016 (Pa. Super. 10/19/2016) (non-precedential).
Probate of copy of will upheld, even though will was in the possession of the testator and presumed to have been destroyed with the intention of revoking it, based on the credible testimony of two disinterested witnesses that interested parties admitted to destroying the will in testimony before the Register, and testimony of disinterested witnesses confirming that the contents of the copy matched the contents of the will signed by the testator. McCoy Will, 6 Fid.Rep.3rd 281, No. 204 AP of 2016 (O.C. Philadelphia Co. 7/13/2016).
Parental rights of father will be terminated when father has failed to perform parental duties for at least six months, had no contact with the child or the child’s mother for five years, the step-father wishes to adopt the child, and the child identifies the step-father as her father. Adoption of N.R.S., 6 Fid.Rep.3rd 273 (O.C. Cumberland Co. 3/21/2016).
Decedent who committed suicide had capacity to execute handwritten codicil in favor of neighbors despite evidence of depression and hoarding, and there was no evidence of a confidential relationship with the neighbors to support a claim of undue influence. Hunter Estate, 6 Fid.Rep.3d 257 (O.C. Montgomery Co. 6/16/2016) (opinion by Murphy, J.).
Executor commissions and attorney fees paid to deceased lawyer who did not complete administration of estate were reduced by fees paid to accountant, and further reduced from $121,000 (more than 5% of $1.16 million estate) to $44,000 to apply different rates to legal services and “ordinary tasks” that someone not trained in law could perform. Blackmore Estate, 6 Fid.Rep.3rd 250 (O.C. Lackawanna Co. 3/15/2016).
(For earlier opinion ordering deceased lawyer’s son to provide additional information about the work done by his father, see Blackmore Estate, 6 Fid.Rep.3d 170 (O.C. Lackawanna Co. 3/8/2016).
Termination of parental rights was appropriate when there was clear and convincing evidence that father had failed to acquire proper housing and income and had failed to successfully address his substance abuse issues, and when termination would serve the best interests of the child, who had bonded to her foster family. In re K.R.T., 6 Fid.Rep.3rd 228 (O.C. Bucks Co. 5/25/2016), aff’d No. 1376 EDA 2016 (Super. 11/16/2016) (non-precedential).
In-house legal opinions relating to the exercise of trustee discretion were not protected by attorney-client privilege and are subject to discovery by beneficiaries seeking to remove the trustee. Warriner Trusts, 6 Fid.Rep.3rd 223 (O.C. Susquehanna Co. 5/4/2016).
Upon preliminary objections to a complaint filed in the Civil Division alleging abuse of a power of attorney, the action was transferred to the Orphans’ Court, which has exclusive jurisdiction under 20 Pa.C.S. § 711(22). Preliminary objection alleging that the plaintiff was incapacitated was dismissed because it would be a denial of due process without following the standards of 20 Pa.C.S. § 5501, and a demurrer as to misuse of funds from a joint account was denied, because the mere fact that the defendant’s name is on the account does not allow the defendant to withdraw funds for his own benefit, citing 20 Pa.C.S. 6303(a). Hawk v. Gelnette and Hawk, 6 Fid.Rep.3rd 219 (Jefferson Co. C.P. 3/17/2016).