{"id":11157,"date":"2024-12-22T21:59:07","date_gmt":"2024-12-23T02:59:07","guid":{"rendered":"https:\/\/resources.evans-legal.com\/?p=11157"},"modified":"2026-01-02T21:34:27","modified_gmt":"2026-01-03T02:34:27","slug":"trustee-did-not-abuse-discretion-to-allocate-principal-to-income-under-20-pa-c-s-%c2%a7-8104","status":"publish","type":"post","link":"https:\/\/resources.evans-legal.com\/?p=11157","title":{"rendered":"Trustee Did Not Abuse Discretion to Allocate Principal to Income under 20 Pa.C.S. \u00a7 8104"},"content":{"rendered":"\n<p>The decision of the trustee to allocate some principal to income in accordance with \u00a0<a href=\"https:\/\/www.palegis.us\/statutes\/consolidated\/view-statute?txtType=HTM&amp;ttl=20&amp;div=0&amp;chapter=81&amp;section=4&amp;subsctn=0\" target=\"_blank\" rel=\"noreferrer noopener\">20 Pa.C.S. \u00a7 8104<\/a> in order to provide the income beneficiary with 3.2% of the three year average of the value of the trust principal was not an abuse of discretion by the trustee when the trustee had invested trust assets under a long term growth strategy and the value of the principal of the trust had increased without similar increases in income. <em>Kline Estate<\/em>, 2 Fid.Rep.4th 339 (Montgomery O.C. 2024), <em>aff&#8217;d<\/em>, ___ A.4th ___, <a href=\"https:\/\/resources.evans-legal.com\/?p=12074\">2025 PA Super 295<\/a> (12\/31\/2025).<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The decision of the trustee to allocate some principal to income in accordance with \u00a020 Pa.C.S. \u00a7 8104 in order to provide the income beneficiary with 3.2% of the three year average of the value of the trust principal was &hellip; <a class=\"more-link\" href=\"https:\/\/resources.evans-legal.com\/?p=11157\">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":[840,839,838],"class_list":["post-11157","post","type-post","status-publish","format-standard","hentry","category-opinions","tag-pef-8104","tag-principal-and-income-act","tag-prudent-investor-rule","pmpro-has-access"],"_links":{"self":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/11157","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=11157"}],"version-history":[{"count":4,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/11157\/revisions"}],"predecessor-version":[{"id":12088,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/11157\/revisions\/12088"}],"wp:attachment":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=11157"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=11157"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=11157"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}