{"id":9595,"date":"2023-01-27T10:37:54","date_gmt":"2023-01-27T15:37:54","guid":{"rendered":"https:\/\/resources.evans-legal.com\/?p=9595"},"modified":"2023-06-19T10:07:08","modified_gmt":"2023-06-19T14:07:08","slug":"petition-for-removal-of-trustee-dismissed","status":"publish","type":"post","link":"https:\/\/resources.evans-legal.com\/?p=9595","title":{"rendered":"Petition for Removal of Trustee Dismissed"},"content":{"rendered":"\n<p>The Superior Court has affirmed the dismissal of a petition to remove a corporate trustee, finding that the allegations of the petition were not grounds for removal under 20 Pa.C.S. \u00a7 7766(b).  Specifically, neither changes in staffing by the trustee, nor beginning to require beneficiaries to supply financial information to request discretionary distributions. nor incurring more than $30,000 in legal fees of outside counsel who wrote a &#8220;condescending an inappropriate letter&#8221; were a &#8220;serious breach of trust,&#8217; under \u00a7 7766(b)(1), two disagreements between the individual and corporate trustees were not a &#8220;lack of cooperation&#8221; under \u00a7 7766(b)(2), the failure to make regular distributions of income was not a failure to &#8220;effectively administer the trust&#8221; under \u00a7 7766(b)(3) when the trust provided for discretionary distributions, and the staffing changes were not a substantial &#8220;change of circumstances&#8221; under \u00a7 7766(b)(4).  <em>In re: Amended and Restated Deed of Trust of Margaret M. Holdship<\/em>, 288 A.3d 919, <a rel=\"noreferrer noopener\" href=\"https:\/\/www.pacourts.us\/assets\/opinions\/Superior\/out\/J-A22038-22o%20-%20105405582209539867.pdf\" target=\"_blank\">2023 PA Super 11<\/a> (1\/19\/2023), <em>aff&#8217;g<\/em>, <a href=\"https:\/\/resources.evans-legal.com\/?p=9765\">1 Fid.Rep.4th 59<\/a> (Allegheny O.C. 2022).<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Superior Court has affirmed the dismissal of a petition to remove a corporate trustee, finding that the allegations of the petition were not grounds for removal under 20 Pa.C.S. \u00a7 7766(b). Specifically, neither changes in staffing by the trustee, &hellip; <a class=\"more-link\" href=\"https:\/\/resources.evans-legal.com\/?p=9595\">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":[452],"class_list":["post-9595","post","type-post","status-publish","format-standard","hentry","category-opinions","tag-removal-of-trustee","pmpro-has-access"],"_links":{"self":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/9595","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=9595"}],"version-history":[{"count":5,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/9595\/revisions"}],"predecessor-version":[{"id":9768,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=\/wp\/v2\/posts\/9595\/revisions\/9768"}],"wp:attachment":[{"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=9595"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=9595"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/resources.evans-legal.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=9595"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}