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  • Vollmer v. Zeitler

    Publication Date: 2024-07-12
    Practice Area: Trusts and Estates
    Industry:
    Court: Courts of Common Pleas, Lycoming County
    Judge: Judge Carlucci
    Attorneys: For plaintiff:
    for defendant:
    Case Number: CV 24-00195

    The court granted in part and denied in part defendant's preliminary objections to plaintiffs' complaint.

  • In re Estate of Smyth

    Publication Date: 2024-07-05
    Practice Area: Trusts and Estates
    Industry:
    Court: Courts of Common Pleas, Chester County
    Judge: Judge Binder
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 1521-2917

    The court detailed its reasons for granting the petition for appeal of the executrix from the Register's refusal to admit a will executed during the COVID-19 pandemic via DocVerify and determining that the signature on the will affixed by the software program to a virtual document later printed as a hardcopy met the requirements of Pennsylvania law.

  • In re: Estate of Anderson

    Publication Date: 2024-06-28
    Practice Area: Trusts and Estates
    Industry:
    Court: Superior Court
    Judge: Judge Nichols
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 2771 EDA 2022

    Appellant appealed from the orphans' court's order removing him as administrator of his deceased mother's estate and appointing a replacement administratrix. The court affirmed, holding that the orphans' court had subject matter jurisdiction where appellant failed to establish that his absent siblings were indispensable parties to the proceedings, as they had previously renounced their right to administer decedent's estate and appellant identified no other right or interest that required their joinder.

  • In re Estate of Kuhar

    Publication Date: 2024-06-14
    Practice Area: Trusts and Estates
    Industry: Health Care
    Court: Courts of Common Pleas, Bucks County
    Judge: Judge Fritsch
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 2023-E0229

    The court requested that its decree - lifting the stay of its May 15, 2023 decree granting appellee the authority to decline life sustaining treatment be affirmed.

  • In re: Mikell

    Publication Date: 2024-05-03
    Practice Area: Trusts and Estates
    Industry:
    Court: Courts of Common Pleas, Philadelphia County
    Judge: Judge Roberts
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 1483 CD 2023

    Estate executor appealed the court's order dismissing the estate's appeal of a local agency decision. The court concluded that its decision should affirmed where the estate executor was not an attorney and had failed to retain counsel to represent the estate before the court.

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    Authors: Gary L. Brown

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  • In re: Estate of Romano

    Publication Date: 2024-04-19
    Practice Area: Trusts and Estates
    Industry:
    Court: Courts of Common Pleas, Bucks County
    Judge: Judge Admin
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 2007-E0088

    Appellant appealed the court's order appointing a successor administrator to the estate of appellant's deceased father. The court requested that its order be affirmed where the court had jurisdiction to enter the order, which appointed a neutral estate administrator in light of ongoing litigation among estate beneficiaries.

  • Transformation Yoga Project

    Publication Date: 2024-04-12
    Practice Area: Trusts and Estates
    Industry: Non-Profit
    Court: Courts of Common Pleas, Chester County
    Judge: Judge Binder
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 15-23-1714

    Petitioner nonprofit Pennsylvania corporation and public charity sought the court's approval of an agreement to transfer its assets to a new entity. The court denied the petition without prejudice where petitioner failed to aver that the separate existence of a trust solely for charitable purposes would result in administrative expense or other burdens unreasonably out of proportion to the trust's charitable benefits.

  • Trust of John S. Middleton

    Publication Date: 2024-04-12
    Practice Area: Trusts and Estates
    Industry:
    Court: Superior Court
    Judge: Judge Bender
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 1843 EDA 2022

    Court vacated order compelling trust distributions where there were outstanding questions as to whether the trial court had jurisdiction over the trust following a purported transfer of the trust situs to another jurisdiction. Order of the trial court vacated, case remanded.

  • In re: Trust of John S. Middleton

    Publication Date: 2024-04-12
    Practice Area: Trusts and Estates
    Industry:
    Court: Superior Court
    Judge: Judge Bender
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 2006 EDA 2022

    Settlor's appeal of dismissal of answer for lack of standing quashed where order determining standing was not a final order, appealable as of right, or a collateral order as it merely resolved settlor's claim to statutory standing to participate in proceedings regarding trust. Appeal quashed.

  • In re Trust B Under Agreement of Wells

    Publication Date: 2024-04-05
    Practice Area: Trusts and Estates
    Industry: Education
    Court: Supreme Court
    Judge: Justice Wecht
    Attorneys: For plaintiff:
    for defendant:
    Case Number: 5 WAP 2023

    Charitable foundation appealed the denial of its motion to terminate a trust and court found orphans' court acted within the discretion afforded it by 20 Pa.C.S. §7740.3(e) and foundation failed to satisfy the high standard for termination in §7740.3(e). Affirmed.