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206 results for '* topic:"Trusts and Estates"' You can use Search Constraints to get even better search results
Publication Date: 2023-06-12
Practice Area: Trusts and Estates
Industry:
Court: Courts of Common Pleas, Bucks County
Judge: Judge Trauger
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Case Number: 2009-E0186-40
Appellant failed to establish by clear and convincing evidence that she and decedent had a common law marriage. Court recommended the decision of Register of Wills should be affirmed and appellant's appeal should be denied.
Publication Date: 2023-05-29
Practice Area: Trusts and Estates
Industry: Investments and Investment Advisory
Court: Superior Court
Judge: Judge Bender
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Case Number: 713 MDA 2022
Trial court erred in not compelling arbitration pursuant to unlimited arbitration clause in account agreement that was expressly binding upon the accountholder's estate. Order of the trial court reversed in part, case remanded.
Publication Date: 2023-05-22
Practice Area: Trusts and Estates
Industry:
Court: Courts of Common Pleas, Monroe County
Judge: Judge Williamson
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Case Number: 143 O.C. 2019
Decedent's children objected to real property transfers undertaken before decedent's death by their sibling, who had been appointed as decedent's agent under a power of attorney. The court held that the transfers reflected the family's agreement for purposes of Medicaid planning but that after decedent's death ownership was to be shared among all the siblings as tenants in common.
Publication Date: 2023-05-22
Practice Area: Trusts and Estates
Industry:
Court: Courts of Common Pleas, Lawrence County
Judge: Judge Hodge
Attorneys: For plaintiff:
for defendant:
Case Number: 10645 of 2019, C.A.
Additional defendants filed preliminary objections to defendant wife's first amended complaint against them. The court granted the preliminary objections, holding that defendant wife failed to set forth claims for resulting trust, unjust enrichment and constructive trust where her husband's mother transferred the mother's corporate stock, of which the husband allegedly was de facto owner, into an irrevocable family trust that named the husband as trustee and the mother's grandchildren as beneficiaries.
Publication Date: 2023-05-15
Practice Area: Trusts and Estates
Industry:
Court: Courts of Common Pleas, Lawrence County
Judge: Judge Hodge
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for defendant:
Case Number: 10889-2021, C.A.
Plaintiffs appealed the trial court's grant of defendants' preliminary objections and dismissal on the basis of lack of jurisdiction. The trial court recommended that its order be affirmed because jurisdiction over plaintiffs' claims rested with the Orphans Court, where an existing action involving the same matters already was on file.
Law Journal Press | Digital Book
Authors: Joseph S. Britton
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Publication Date: 2023-05-08
Practice Area: Trusts and Estates
Industry:
Court: Courts of Common Pleas, Monroe County
Judge: Judge Williamson
Attorneys: For plaintiff:
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Case Number: 216 O.C. 2022
Petitioner sought removal of decedent's estate executor. The trial court granted the petition and appointed petitioner as executor de bonis non cum testamento annexo.
Publication Date: 2023-04-10
Practice Area: Trusts and Estates
Industry:
Court: Courts of Common Pleas, Lehigh County
Judge: Judge Johnson
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Case Number: 2021-0325
Executor failed to substantiate petition to recover decedent's tangible and intangible probate assets allegedly misappropriated by sibling absent credible evidence of assets' value, that they were owned by decedent at the time of death, and that they were removed from decedent's residence by the sibling. Trial court denied executor's petition to return probate assets and records.
Publication Date: 2023-04-10
Practice Area: Trusts and Estates
Industry: Transportation
Court: Superior Court
Judge: Judge Pellegrini
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Case Number: 826 EDA 2021
Relation back doctrine could render complaint filed by estate's personal representative timely even though personal representative had not yet been appointed, where personal representative was decedent's spouse and nominated as executor by the decedent's will, such that appointment was reasonably certain. Order of the trial court affirmed.
Publication Date: 2023-04-10
Practice Area: Trusts and Estates
Industry: Insurance
Court: U.S. District Court for Pennsylvania - Western
Judge: District Judge Horan
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for defendant:
Case Number: 2:21-CV-01111-MJH
Absent a specific court order, an incapacitated person's guardian lacked authority to terminate and direct the surrender of the person's life insurance policy, so that the policy's death benefits remained payable to the policy beneficiary upon the person's death. Trial court granted summary judgment in favor of the policy beneficiary and denied summary judgment in favor of the executrix of decedent's estate.
Publication Date: 2023-02-13
Practice Area: Trusts and Estates
Industry: Hospitality and Lodging
Court: Courts of Common Pleas, Monroe County
Judge: Judge Williamson
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for defendant:
Case Number: 1609 CIVIL 2021
Defendant wife acted improperly when she sold a parcel of property owned by husband's company without authority to do so under a power of attorney, and was unjustly enriched by that unauthorized sale and retention of the proceeds for her own use. The court granted plaintiffs' motion for summary judgment.
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