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Home→Tags Account

Tag Archives: Account

Software and Services for an Estates Practice

Posted on November 3, 2017 by Daniel EvansFebruary 19, 2018

This is an updated list of software that was originally published as an appendix to my book Wills, Trusts, and Technology, published by the American Bar Association and now in its second edition. In addition to updating names, publishers, and … Continue reading →

Posted in Directories, Tips | Tagged Account, Estate administration, Estate planning, Federal estate tax, Federal gift tax, Federal income tax

Accounting from Date of Death, and for Non-Estate Assets

Executor’s account should state assets as of date of death, and include receipts and disbursements beginning with date of death, and not from date of executor’s appointment.  Executor also has duty to investigate the amounts and distributions of assets passing … Continue reading →

Posted in Opinions | Tagged Account

Agent Ordered to File Account

When there is clear evidence that a substantial amount of money is missing, an agent will be required to file an account even though the agent lacks records to prepare a full account.  Guardo v. Buzzuro, 7 Fid.Rep.3d 14 (O.C. … Continue reading →

Posted in Opinions | Tagged Account, Agent's liability, Power of Attorney

Audit of Account of Non-profit Corporation and Distributions

After a community ambulance association, a non-profit corporation, lost the authorization of their sponsoring community, the corporation was liquidated, and an account was filed with the court; the court confirmed the account (after amendment) and directed distributions.  Coaldale Community Ambulance, … Continue reading →

Posted in Opinions | Tagged Account, Audit, Distibutions, Liquidation, Non-profit corporation

Custodian’s Use of Minor’s Funds under UTMA

Custodian/mother of minor’s fund held under PA’s Uniform Transfers to Minors Act filed account to which minor’s father filed objections.  The court found that custodial funds were properly used to provide for the minor, because the custodian lacked her own … Continue reading →

Posted in Opinions | Tagged Account, Uniform Transfer to Minors Act

Charitable Beneficiary’s Name Change

Objections to account: 1/5 charitable distrubutee from trust changed name, but Court holds that the entity was not discontinued and kept same identity, meaning it remained a distrubutee. Law of the case not relied on because of different circumstances.  Umble … Continue reading →

Posted in Opinions | Tagged Account, Chartiable beneficiary, Law of the case, Objections

Widow Cannot Compel Account from Agent

The court in a will contest for undue influence held that the widow of decedent lacked standing to compel an account from the decedent’s agent under power of attorney, because only the principal or the executor of the principal’s estate … Continue reading →

Posted in Opinions, Resource Types | Tagged Account, Power of Attorney, Standing

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