The current beneficiary and individual cotrustee of a trust holding a partial interest in a family farm, had petitioned the Orphans’ Court to allow him to file a partition action without the consent or joinder of the institutional cotrustee. The … Continue reading
Tag Archives: Standing
The nephews of the incapacitated person had no standing to challenge the counsel fees and commissions claimed by the guardian of the estate when their father (the incapacitated person’s brother) was still living and their only interest in the incapacitated … Continue reading
The decedent’s granddaughter, who was not a beneficiary under the contested will and was not an intestate heir because her mother (the decedent’s daughter) was still living, had standing to challenge the will offered for probate by her mother because … Continue reading
In an action relating to the account of a trustee of an irrrevocable trust and the approval of a settlement agreement, the order of the Orphans’ Court sustaining preliminary objections to an answer and new matter filed by the settlor … Continue reading
The Register of Wills had jurisdiction to probate the will of a decedent who was not a resident of Pennsylvania because the decedent owned real estate in the Register’s county, but a contestant to a will lacks standing when an … Continue reading
In an action relating to the appointment of a trustee and change of situs of an irrevocable trust, the order of the Orphans’ Court sustaining preliminary objections to an answer and new matter filed by the settlor of the trust, … Continue reading
The petition filed by a daughter challenging the gifts made to the other daughter four years before the mother was adjudicated incapacitated was denied because: (a) The lawyer who had represented and advised the incapacitated person (IP) in 2011 and … Continue reading
The niece of the decedent did not have standing to contest the will of the decedent because she was not named as a beneficiary in the two previous wills of the decedent and was named only as a co-executor in … Continue reading
The sister of the decedent, who was the decedent’s sole intestate heir but whose only interest under the previous will of the decedent (from 1987) was as an executor, had no standing to appeal from the probate of the decedent’s … Continue reading
On remand from the Supreme Court, the Superior Court has held that, even if the settlor and beneficiaries could modify an irrevocable trust to allow the beneficiaries to remove and replace trustees, the modification might still be void for undue … Continue reading