Co-executors failed to account and $765,000 was missing from estate; the court surcharged both executors severally and jointly liable for commission fees, counsel fees, and missing funds. Loher Estate, 3 Fid. Rep. 3d 71 (O.C. Chester 2012) … Continue reading
Tag Archives: surcharge
After remand from Superior Court and an amended adjudication entered, the Court upheld the surcharge for self-dealing and attorney fees for removed co-executors on cross-appeal to amended adjudication. Rappaport Estate (No. 2), 2 Fid. Rep. 3d 434 (O.C. Bucks 2012) … Continue reading
Executor’s commission reduced, trustee removed, and attorney’s fee reduced, because the executor advanced commission for work not yet done, did not keep hours, and estate was not complicated. Butler Estate and Trust, 2 Fid. Rep. 3d 402 (O.C. Phila. 2012) … Continue reading