{"id":10487,"date":"2024-03-23T11:08:26","date_gmt":"2024-03-23T15:08:26","guid":{"rendered":"https:\/\/resources.evans-legal.com\/?p=10487"},"modified":"2024-03-31T21:20:47","modified_gmt":"2024-04-01T01:20:47","slug":"orphans-court-within-discretion-in-denying-termination-of-charitable-trust","status":"publish","type":"post","link":"https:\/\/resources.evans-legal.com\/?p=10487","title":{"rendered":"Orphans&#8217; Court Had Discretion to Deny Termination of Charitable Trust"},"content":{"rendered":"\n<p>The intent of the settlor to create a perpetual charitable trust, and not make an outright charitable gift, is protected by the &#8220;high standard&#8221; of <a href=\"https:\/\/www.legis.state.pa.us\/cfdocs\/legis\/LI\/consCheck.cfm?txtType=HTM&amp;ttl=20&amp;div=0&amp;chpt=77&amp;sctn=40&amp;subsctn=3\" target=\"_blank\" rel=\"noreferrer noopener\">20 Pa.C.S.A. \u00a7 7740.3(e)<\/a> and the Orphans&#8217; Court acted within its discretion in denying termination even though the trustee fees were almost 28% of the annual distributions to the charitable beneficiary but the fees were reasonable and at market rates.  <em>In re: Trust B Under Agreement of Richard H. Wells dated September 28, 1956<\/em>, ___ A.3d ___, <a href=\"https:\/\/www.pacourts.us\/assets\/opinions\/Supreme\/out\/J-55-2023mo%20-%20105873791259528118.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">5 WAP 2023<\/a> (Pa. 3\/21\/2024) (<a href=\"https:\/\/www.pacourts.us\/assets\/opinions\/Supreme\/out\/J-55-2023cdo%20-%20105873791259530198.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">concurring and dissenting opinion of Justice Mundy<\/a>), <em>aff&#8217;g<\/em>, ___ A.3d ___, <a href=\"https:\/\/www.pacourts.us\/assets\/opinions\/Superior\/out\/J-A18026-22o%20-%20105264977196897939.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">2022 PA Super 154<\/a> (9\/7\/2022) (see &#8220;<a href=\"https:\/\/resources.evans-legal.com\/?p=9348\">Trustee Fees Did Not Warrant Termination of Charitable Trust<\/a>&#8220;).<\/p>\n\n\n\n<p>[The original version of this summary had the wrong date for the Supreme Court decision and failed to provide a link to the opinion of Justice Mundy.]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The intent of the settlor to create a perpetual charitable trust, and not make an outright charitable gift, is protected by the &#8220;high standard&#8221; of 20 Pa.C.S.A. \u00a7 7740.3(e) and the Orphans&#8217; Court acted within its discretion in denying termination &hellip; <a class=\"more-link\" href=\"https:\/\/resources.evans-legal.com\/?p=10487\">Continue reading <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"pmpro_default_level":"","footnotes":""},"categories":[34],"tags":[66,774],"class_list":["post-10487","post","type-post","status-publish","format-standard","hentry","category-opinions","tag-charitable-trusts","tag-termination-of-charitable-trust","pmpro-has-access"],"_links":{"self":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/10487","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=10487"}],"version-history":[{"count":4,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/10487\/revisions"}],"predecessor-version":[{"id":10568,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/10487\/revisions\/10568"}],"wp:attachment":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=10487"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=10487"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=10487"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}