↓

Evans Estate Law Resources

Home Menu ↓
Skip to primary content
Skip to secondary content
  • Home
  • Resource Types
    • News
    • Articles
    • Opinions
    • Rules and Regs.
    • Directories
    • Statutes
    • Rates
    • Tips
    • Overview
    • Forms
  • Rate Tables
    • Applicable Federal Rates
    • Section 7520 Rates
    • Blended Annual Rates
    • Federal Under/Overpayments Rates
    • PA Underpayment Rates
    • PA Common Level Ratios
    • Federal Estate and Gift Tax Rates and Exclusions
  • Directories
    • Registers of Wills
    • Clerks of Orphans’ Courts
    • PA Legislation Pending
    • Attorney General Offices and Notices
    • Software and Services for an Estates Practice
    • Eligible Institutions for Fiduciary Funds
  • About Us
    • Daniel B. Evans
  • Login/Membership
    • Log In
    • Membership Billing
    • Membership Cancel
    • Membership Checkout
    • Membership Confirmation
    • Membership Invoice
    • Membership Levels
Home→Tags Trustee commissions

Tag Archives: Trustee commissions

Letter Was Fee Agreement, but Principal Commission Allowable

A 1954 letter from the corporate trustee stating that its compensation would be 5% of income was a fee agreement binding the trustee, and the trustee did not provide sufficient evidence that additional compensation should be allowed under 20 Pa.C.S. … Continue reading →

Posted in Opinions | Tagged Trustee commissions

Trustee Compensation Limited by Agreement, but Interim Principal Commission Allowed

A 1954 letter from the corporate trustee established an agreement for trustee compensation of 5% of income, and the trustee did not produce evidence of extraordinary services to merit additional compensation or that the resulting fee was unreasonable. However, neither … Continue reading →

Posted in Opinions | Tagged Attorney fees, Trustee commissions

Trust Beneficiary as Sole Trustee

When trust document specifically excluded son from discretionary distribution decisions for son’s trust, son may be appointed to serve as a trustee but may not be the sole trustee. It was proper for the corporate trustee who had been appointed … Continue reading →

Posted in Opinions | Tagged Trustee appointment, Trustee commissions

Corporate Trustee Commissions Approved

Fees of corporate trustee based on both a percentage of the value of closely-held stock and hourly charges for time spent approved when trust document allowed fees “in accordance with its schedule in effect” when the services are performed, the … Continue reading →

Posted in Opinions | Tagged Trustee commissions

Surcharge for Commissions Paid Post Beneficiary’s and Trustee’s Deaths

Husband of income beneficiary received trust income for 3 years after the death of the income beneficiary, individual trustee’s law firm received trustee commissions for 8 years after the death of the individual trustee, and corporate trustee received trustee commissions … Continue reading →

Posted in Opinions | Tagged surcharge, Trustee commissions

Contact Us:

Evans Law Office
101 Old York Road, Suite 303
Jenkintown, PA 19046
Telephone: (866) 348-4250
Email: resources@evans-legal.com
Site Work and Design Provided by M&K Early Design Group
© 2023 - Evans Estate Law Resources
↑