{"id":7926,"date":"2020-06-05T11:22:03","date_gmt":"2020-06-05T15:22:03","guid":{"rendered":"https:\/\/resources.evans-legal.com\/?p=7926"},"modified":"2021-10-05T14:39:31","modified_gmt":"2021-10-05T18:39:31","slug":"beneficiary-receiving-annuity-lacked-standing","status":"publish","type":"post","link":"https:\/\/resources.evans-legal.com\/?p=7926","title":{"rendered":"Beneficiary Receiving Annuity Lacked Standing"},"content":{"rendered":"\n<p>A beneficiary who is entitled to an annuity of $2,400 each year for life from a trust did not have have a &#8220;direct, immediate and substantial&#8221; interest in transactions reported in the trustee&#8217;s account covering a period during which the trust fund increased from about $5.56 million to about $73 million and so did not have standing to object to those transactions or to petition for the appointment of a co-trustee, but did have standing to object to the division of the trust into separate trusts, only one of which would be used to pay the annuity.   <em>Trust under Will of Augustus T. Ashton, Deceased, Dated January 20, 1950<\/em>, 233 A.3d 869, <a rel=\"noreferrer noopener\" href=\"http:\/\/www.pacourts.us\/assets\/opinions\/Superior\/out\/J-A24018-19o%20-%20104442666101563636.pdf\" target=\"_blank\">2020 PA Super 130<\/a> (6\/3\/2020), <em><a href=\"https:\/\/resources.evans-legal.com\/?p=8839\">rev&#8217;d in part<\/a><\/em>, ___ Pa. ___, ___ A.3d ___, <a rel=\"noreferrer noopener\" href=\"https:\/\/www.pacourts.us\/assets\/opinions\/Supreme\/out\/J-26-2021mo%20-%20104913938148224343.pdf?cb=1\" target=\"_blank\">36 EAP 2020<\/a> (Pa. 10\/4\/2021), (with <a rel=\"noreferrer noopener\" href=\"https:\/\/www.pacourts.us\/assets\/opinions\/Supreme\/out\/J-26-2021co%20-%20104913938148224344.pdf?cb=1\" target=\"_blank\">concurrence by Wecht, J.<\/a>), <em>and aff&#8217;g in part,<\/em> <a href=\"https:\/\/www.courts.phila.gov\/pdf\/opinions\/195201039_2282019131859444.pdf\">No. 1039 ST of 1952<\/a> (Philadelphia O.C. 2\/25\/2019).<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A beneficiary who is entitled to an annuity of $2,400 each year for life from a trust did not have have a &#8220;direct, immediate and substantial&#8221; interest in transactions reported in the trustee&#8217;s account covering a period during which the &hellip; <a class=\"more-link\" href=\"https:\/\/resources.evans-legal.com\/?p=7926\">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":[156],"class_list":["post-7926","post","type-post","status-publish","format-standard","hentry","category-opinions","tag-standing","pmpro-has-access"],"_links":{"self":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/7926","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=7926"}],"version-history":[{"count":4,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/7926\/revisions"}],"predecessor-version":[{"id":8844,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/7926\/revisions\/8844"}],"wp:attachment":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=7926"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=7926"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=7926"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}