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Publication Date: 2024-11-15
Practice Area: Trusts and Estates
Industry:
Court: Courts of Common Pleas, Bucks County
Judge: Judge Fritsch
Attorneys: For plaintiff:
for defendant:
Case Number: 2023-E0600
Appellant appealed the court's decree dismissing his petition for an accounting and other relief concerning the estate of his deceased mother. The court requested that its decree be affirmed and the appeal dismissed, holding that appellant failed to demonstrate that his mother's 2003 will was forged where credible witnesses familiar with decedent's handwriting, together with documentary evidence, confirmed that the signature on her will was genuine. The court held further that witness testimony and videographic evidence supported the
Publication Date: 2024-10-25
Practice Area: Trusts and Estates
Industry:
Court: Courts of Common Pleas, Philadelphia County
Judge: Judge Bright
Attorneys: For plaintiff:
for defendant:
Case Number: 00821
In this § 1925(a) opinion, the court justified its decision granting judgment to appellants for the investment funds and to appellee for title to decedent's residence in a dispute between surviving siblings.
Publication Date: 2024-10-04
Practice Area: Trusts and Estates
Industry:
Court: Superior Court
Judge: Judge Kunselman
Attorneys: For plaintiff:
for defendant:
Case Number: 862 WDA 2023
Weight of evidence supported trial court's rejection of will where it discredited fact witness evidence regarding execution of the purported will, allowing the trial court to rely on expert testimony opining that the signature was a forgery. Order of the trial court affirmed.
Publication Date: 2024-09-20
Practice Area: Trusts and Estates
Industry:
Court: Courts of Common Pleas, Lycoming County
Judge: Judge Carlucci
Attorneys: For plaintiff:
for defendant:
Case Number: 41-23-0758
The court granted the motion of the co-executors, the son and daughter of the testate decedent, to vacate the election of Dorothy Andersen as spouse to take against the will of Richard Girio because Andersen was not the common law spouse of the decedent.
Publication Date: 2024-09-13
Practice Area: Trusts and Estates
Industry:
Court: Superior Court
Judge: Judge Lane
Attorneys: For plaintiff:
for defendant:
Case Number: 892 EDA 2023
Court erred in dismissing fiduciary action under the doctrine of lis pendens where plaintiff's separate pending objections to her guardian's accounting involved different claims and parties. Order of the trial court reversed, case remanded.
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Publication Date: 2024-08-02
Practice Area: Trusts and Estates
Industry: Real Estate
Court: Superior Court
Judge: Judge Bowes
Attorneys: For plaintiff:
for defendant:
Case Number: 2500 EDA 2023
The court reversed the decree of the orphans court denying appellant's petition seeking specific performance of an agreement for the sale of real estate with a beneficiary of an estate.
Publication Date: 2024-07-26
Practice Area: Trusts and Estates
Industry:
Court: Courts of Common Pleas, Bucks County
Judge: Judge Trauger
Attorneys: For plaintiff:
for defendant:
Case Number: 2014-E0597
Appellant brought an interlocutory appeal from the court's order decreeing the scope of a surcharge that it could impose against a self-dealing fiduciary and certain non-beneficiary third-parties. The court concluded that its order should be affirmed where it properly determined that it had authority to impose a surcharge equal to the total financial benefit received by the fiduciary and/or his non-party family members who are not beneficiaries of the trust.
Publication Date: 2024-07-19
Practice Area: Trusts and Estates
Industry:
Court: Superior Court
Judge: Judge Panella
Attorneys: For plaintiff:
for defendant:
Case Number: 942 EDA 2023
Incapacitated mother's daughter appealed the county orphans' court's decree finding mother incapacitated and appointing daughter's siblings as guardians of mother's person. The court affirmed, concluding the orphans' court acted within its discretion in light of evidence of mother's preference and the personal care provided to mother by daughter's siblings.
Publication Date: 2024-07-19
Practice Area: Trusts and Estates
Industry: Real Estate | State and Local Government
Court: Commonwealth Court
Judge: Judge Cannon
Attorneys: For plaintiff:
for defendant:
Case Number: 502 F.R. 2022
Petitioner sought review of an order of the Board of Finance and Revenue which upheld a Board of Appeals determination and the assessment of realty transfer tax on the transfer of a real estate company. The court reversed, holding that the transfer at issue was not subject to realty transfer tax because it was a transfer from a trustee of a living trust after the death of the settlor to the beneficiary of a living trust.
Publication Date: 2024-07-19
Practice Area: Trusts and Estates
Industry: E-Commerce
Court: Courts of Common Pleas, Fayette County
Judge: Judge Leskinen
Attorneys: For plaintiff:
for defendant:
Case Number: 236 OC 2021
Appellant appealed the court's order declaring that a will was a forgery and striking it from the record. The court offered an opinion in support of its order, declaring that clear, direct, precise, and convincing evidence demonstrated that a purported 2005 will was a forgery where it was created using an electronic form that first became available in 2016.
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