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218 results for '* topic:"Trusts and Estates"' You can use Search Constraints to get even better search results
Publication Date: 2018-06-12
Practice Area: Trusts and Estates
Industry:
Court: Courts of Common Pleas, Monroe County
Judge: Judge Williamson
Attorneys: For plaintiff:
for defendant:
Case Number: 18-0678
The court declined to impose a surcharge on an agent acting under a power of attorney where the document permitted the general unlimited authority to make gifts.
Publication Date: 2018-06-12
Practice Area: Trusts and Estates
Industry:
Court: Superior Court
Judge: Judge Shogan
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for defendant:
Case Number: 18-0690
Orphans' court properly applied cy pres doctrine to affirm successor to trust beneficiary, where successor charity fulfilled testator's intent to provide for physical well-being of community by bequeathing to non-profit hospital so long as it served community health. Order of the orphans' court affirmed.
Publication Date: 2018-05-29
Practice Area: Trusts and Estates
Industry:
Court: Courts of Common Pleas, Philadelphia County
Judge: Judge Herron
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Case Number: 18-0585
When respondent created an irrevocable trust naming himself and two of his six siblings as beneficiaries and transferred decedent's property into the trust under his power of attorney, effectively disinheriting his other siblings, respondent breached his fiduciary duty to attempt to preserve decedent's estate plan. The court sustained objector's objections.
Publication Date: 2018-05-29
Practice Area: Trusts and Estates
Industry:
Court: Superior Court
Judge: Judge Ott
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for defendant:
Case Number: 18-0633
Estate beneficiary waived challenge to private sale of estate property by failing to appeal from order affirming sale. Order of the orphans' court affirmed in part and vacated in part, case remanded.
Publication Date: 2018-05-08
Practice Area: Trusts and Estates
Industry: Health Care
Court: Courts of Common Pleas, Philadelphia County
Judge: Judge Nealon
Attorneys: For plaintiff:
for defendant:
Case Number: 18-0465
The court did not base its decision to deny movant guardianship of her incapacitated father on her decade-old attorney disciplinary record, thought her disciplinary record was relevant to its task of appointing an appropriate guardian who would act in her fathers best interests. The court denied movants motion for reconsideration.
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Publication Date: 2018-05-08
Practice Area: Trusts and Estates
Industry:
Court: Courts of Common Pleas, Philadelphia County
Judge: Judge Carrafiello
Attorneys: For plaintiff:
for defendant:
Case Number: 18-0489
Decedents daughter had probable cause to file this will contest where decedent abruptly changed her estate documents and substituted the agent under her existing a power of attorney during a period in which she suffered from several serious ailments, including paranoia caused by strokes. The court recommended affirmance of its order denying appellants motion to enforce a forfeiture clause.
Publication Date: 2018-05-08
Practice Area: Civil Procedure | Trusts and Estates
Industry: Investments and Investment Advisory
Court: U.S. Court of Appeals for the Third Circuit
Judge: Circuit Judge Jordan
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Case Number: 18-0545
District court erred in dismissing for lack of diversity jurisdiction because Americold Realty Trust v. Conagra Foods, Inc. 136 S.Ct. 1012, ab-rogated Emerald Investors Trust v. Gaunt Parsippany Partners, 492 F.3d 192, and held that the citizenship of a traditional trust was based solely on the citizenship of its trustee and that of a business trust was that of its constituent owners and the court remanded since appellant comprised five trusts and the record contained only one trust instrument. Vacated.
Publication Date: 2018-04-24
Practice Area: Trusts and Estates
Industry:
Court: Superior Court
Judge: Judge Stabile
Attorneys: For plaintiff:
for defendant:
Case Number: 18-0477
Orphans court had authority to modify incapacitated persons will to disinherit legatees, since reasonable person in testators place would have responded to spouses breaking of mutually reciprocal wills and elder abuse from his children. Order of orphans court affirmed in part and reversed in part.
Publication Date: 2018-03-27
Practice Area: Trusts and Estates
Industry:
Court: Courts of Common Pleas, Monroe County
Judge: Judge Williamson
Attorneys: For plaintiff:
for defendant:
Case Number: 18-0304
In this matter involving two trusts created by a married couple, the court allowed one of their children to intervene in pending proceeding relating to one of the trusts. The court rejected the trustees motion for summary judgment, and it consolidated these two trust proceedings for trial.
Publication Date: 2018-02-20
Practice Area: Civil Procedure | Criminal Law | Trusts and Estates
Industry:
Court: Superior Court
Judge: Judge Ott
Attorneys: For plaintiff:
for defendant:
Case Number: 18-0168
Commonwealth could introduce evidence of deteriorating condition of elderly victims home to refute defendants denial of criminal intent in spending the assets of the victims estate. Judgment of sentence affirmed.
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